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Hui Yean
Hui Yean
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2023-03-30
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Hui Yean
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2022-07-18
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Hui Yean
Hui Yean
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2022-07-15
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Hui Yean
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2022-07-14
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Virtual Fire is too strong! PC demand collapsed, and chips suffered
第二季度全球PC出货量同比下降12.6%，为九年来最大降幅。美国芯片财报季于本月晚些时候拉开帷幕，继美光发布悲观预测后，预计还会有更多坏消息传来。疫情以来的电子设备消费热潮正在消退，持续两年多的芯片供
Virtual Fire is too strong! PC demand collapsed, and chips suffered
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Hui Yean
Hui Yean
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2022-07-11
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Hui Yean
Hui Yean
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2022-07-09
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Hui Yean
Hui Yean
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2022-07-07
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Foreign media headlines | Deutsche Bank expects a full-scale recession in the United States next year
美联储会议纪要：若通胀未能降温 “更具限制性”的政策可能是合适的美联储周三公布了6月份联邦公开市场委员会货币政策会议的纪要文件。会议纪要显示，美联储多数官员认为经济增长风险偏向下行。如果通胀未能降温，美联储可能会采取“更具限制性”的政策。市场预测专家Gartman：建议下半年逢高抛售股票市场预测专家Dennis Gartman警告称，在当前的熊市购买股票“是愚蠢的事”。
Foreign media headlines | Deutsche Bank expects a full-scale recession in the United States next year
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Hui Yean
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2022-07-06
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Last night and this morning | U.S. stocks rebounded in deep V overnight! U.S. debt surge boosts tech stocks
摘要：①隔夜美股低开高走上演绝地反击，纳指涨1.75%，中概股多数走高；②大宗商品重挫，美油跌破100美元，黄金创今年以来最低收盘价；③衰退担忧下，2-5年期收益率曲线一度倒挂；④英国政坛大地震，两位
Last night and this morning | U.S. stocks rebounded in deep V overnight! U.S. debt surge boosts tech stocks
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Hui Yean
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2022-07-04
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Wenzhou's richest man battles Wall Street, JPMorgan loses 800 million
这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都
Wenzhou's richest man battles Wall Street, JPMorgan loses 800 million
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Hui Yean
Hui Yean
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2022-07-02
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PC demand collapsed, and chips suffered","url":"https://stock-news.laohu8.com/highlight/detail?id=1166021735","media":"华尔街见闻","summary":"第二季度全球PC出货量同比下降12.6%，为九年来最大降幅。美国芯片财报季于本月晚些时候拉开帷幕，继美光发布悲观预测后，预计还会有更多坏消息传来。疫情以来的电子设备消费热潮正在消退，持续两年多的芯片供","content":"<p><html><head></head><body>Global PC shipments fell 12.6% year over year in the second quarter, the biggest decline in nine years. U.S. chip earnings season kicked off later this month, and more bad news is expected following Micron's bearish forecast. The consumption boom of electronic devices since the pandemic is receding, and the chip supply shortage that has lasted for more than two years is turning into a glut.</p><p>Data recently released by information technology research firm Gartner Inc. show that global demand for personal computers fell sharply in the second quarter of this year,<b>Computer makers shipped 72 million units between April and June, down 12.6% from a year earlier and the biggest drop in nine years.</b></p><p>The decline in demand seen since the first quarter accelerated in the second quarter due to ongoing geopolitical instability due to the Russia-Ukraine conflict, inflationary pressures on spending, and a sharp drop in demand for Google's web notebook, the ChromeBook, according to Mikako Kitagawa, head of research at Gartner.</p><p>Global equipment shipments fell about 15.3% year over year in the second quarter, according to International Data Corp., another agency.</p><p>Jitesh Ubrani, research manager at IDC, said recession fears continue to mount, weakening demand in various sectors. However, he also noted that overall shipments remain above pre-pandemic levels despite the recent decline in demand.</p><p><b>Both Gartner and IDC say the world's top three PC suppliers<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>、<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Shipments both declined in the second quarter.</b></p><p>U.S. PC demand fell 17.5%, largely due to a 50% drop in ChromeBook shipments, according to Gartner.</p><p><img src=\"https://static.tigerbbs.com/7b339c8c4c96d2c36de079f3228d4569\" tg-width=\"847\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p><b>Winter is coming for the chip industry?</b></p><p>Consumption of electronic devices has skyrocketed during the pandemic to accommodate remote work and remote education, as well as the recreational demands of stay-at-home quarantine, but in recent months there have been growing signs that this trend has changed.</p><p>In May, several PC makers, including HP and Dell, warned that consumer demand for PCs was waning, especially for lower-priced products.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a>Chief Financial Officer David Zinsner said in June that the outlook for the second half of the year had become \"very chaotic\" and that the company would look to adjust spending and investments to accommodate that reality. In June, Intel temporarily froze hiring in its PC chip division and introduced other austerity measures.</p><p>Late last month, memory chip makers<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Issued guidance for fourth-quarter results well below expectations, reflecting a slowdown in two key markets of computers and smartphones. Although the expression used by Micron executives when describing future demand is \"weakened\", judging from the specific figures, the demand in the chip industry may have declined by a cliff.</p><p>As U.S. chip earnings season kicks off later this month, TechInsights chip analyst Dan Hutcheson warns that,<b>More bad news to come after Micron's pessimistic forecast.</b></p><p>As the market environment deteriorates, the tide of semiconductor cutting orders also spreads. However, Wall Street News mentioned earlier,<b>Although the high growth of the semiconductor market in the past two years is no longer there, there are still structural opportunities in the whole industry.</b></p><p>At a time when the demand for traditional electronic products is shrinking, the new energy vehicle semiconductor field still has the momentum to continue to grow. Comparing the situation of semiconductor chip factories,<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>、<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>The inventory turnover days of automotive semiconductor companies are still at a historically low level, which also verifies the structured performance of automotive semiconductor field.</p><p>Tristan Gerra, senior analyst at Baird Semiconductor, a research firm, also said that big chip suppliers to consumer electronics manufacturers, especially low-end smartphone manufacturers, are basically doomed, while companies that provide chips for automobiles and data centers will continue to perform well.</p><p>But Bernstein analyst Stacy Rasgon takes a different view on the outlook for automotive chips.<b>He noted that automakers are ordering far more chips than they need and continue to do so. It becomes more real when automakers stop buying.</b></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>Virtual Fire is too strong! PC demand collapsed, and chips suffered</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\">\nVirtual Fire is too strong! PC demand collapsed, and chips suffered\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-07-13 11:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Global PC shipments fell 12.6% year over year in the second quarter, the biggest decline in nine years. U.S. chip earnings season kicked off later this month, and more bad news is expected following Micron's bearish forecast. The consumption boom of electronic devices since the pandemic is receding, and the chip supply shortage that has lasted for more than two years is turning into a glut.</p><p>Data recently released by information technology research firm Gartner Inc. show that global demand for personal computers fell sharply in the second quarter of this year,<b>Computer makers shipped 72 million units between April and June, down 12.6% from a year earlier and the biggest drop in nine years.</b></p><p>The decline in demand seen since the first quarter accelerated in the second quarter due to ongoing geopolitical instability due to the Russia-Ukraine conflict, inflationary pressures on spending, and a sharp drop in demand for Google's web notebook, the ChromeBook, according to Mikako Kitagawa, head of research at Gartner.</p><p>Global equipment shipments fell about 15.3% year over year in the second quarter, according to International Data Corp., another agency.</p><p>Jitesh Ubrani, research manager at IDC, said recession fears continue to mount, weakening demand in various sectors. However, he also noted that overall shipments remain above pre-pandemic levels despite the recent decline in demand.</p><p><b>Both Gartner and IDC say the world's top three PC suppliers<a href=\"https://laohu8.com/S/00992\">Lenovo Group</a>、<a href=\"https://laohu8.com/S/HPQ\">HP</a>And<a href=\"https://laohu8.com/S/DELL\">Dell</a>Shipments both declined in the second quarter.</b></p><p>U.S. PC demand fell 17.5%, largely due to a 50% drop in ChromeBook shipments, according to Gartner.</p><p><img src=\"https://static.tigerbbs.com/7b339c8c4c96d2c36de079f3228d4569\" tg-width=\"847\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/></p><p><b>Winter is coming for the chip industry?</b></p><p>Consumption of electronic devices has skyrocketed during the pandemic to accommodate remote work and remote education, as well as the recreational demands of stay-at-home quarantine, but in recent months there have been growing signs that this trend has changed.</p><p>In May, several PC makers, including HP and Dell, warned that consumer demand for PCs was waning, especially for lower-priced products.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel</a>Chief Financial Officer David Zinsner said in June that the outlook for the second half of the year had become \"very chaotic\" and that the company would look to adjust spending and investments to accommodate that reality. In June, Intel temporarily froze hiring in its PC chip division and introduced other austerity measures.</p><p>Late last month, memory chip makers<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Issued guidance for fourth-quarter results well below expectations, reflecting a slowdown in two key markets of computers and smartphones. Although the expression used by Micron executives when describing future demand is \"weakened\", judging from the specific figures, the demand in the chip industry may have declined by a cliff.</p><p>As U.S. chip earnings season kicks off later this month, TechInsights chip analyst Dan Hutcheson warns that,<b>More bad news to come after Micron's pessimistic forecast.</b></p><p>As the market environment deteriorates, the tide of semiconductor cutting orders also spreads. However, Wall Street News mentioned earlier,<b>Although the high growth of the semiconductor market in the past two years is no longer there, there are still structural opportunities in the whole industry.</b></p><p>At a time when the demand for traditional electronic products is shrinking, the new energy vehicle semiconductor field still has the momentum to continue to grow. Comparing the situation of semiconductor chip factories,<a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a>、<a href=\"https://laohu8.com/S/NXPI\">NXP</a>、<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>The inventory turnover days of automotive semiconductor companies are still at a historically low level, which also verifies the structured performance of automotive semiconductor field.</p><p>Tristan Gerra, senior analyst at Baird Semiconductor, a research firm, also said that big chip suppliers to consumer electronics manufacturers, especially low-end smartphone manufacturers, are basically doomed, while companies that provide chips for automobiles and data centers will continue to perform well.</p><p>But Bernstein analyst Stacy Rasgon takes a different view on the outlook for automotive chips.<b>He noted that automakers are ordering far more chips than they need and continue to do so. It becomes more real when automakers stop buying.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"159813":"芯片","PC":"Premium Catering (Holdings) Ltd."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166021735","content_text":"第二季度全球PC出货量同比下降12.6%，为九年来最大降幅。美国芯片财报季于本月晚些时候拉开帷幕，继美光发布悲观预测后，预计还会有更多坏消息传来。疫情以来的电子设备消费热潮正在消退，持续两年多的芯片供应短缺正转向过剩。信息科技研究公司Gartner Inc.近日公布的数据显示，今年第二季度全球个人电脑需求大幅下降，电脑制造商在4月至6月间的出货量为7200万台，较去年同期下降12.6%，为九年来最大降幅。Gartner 研究主管Mikako Kitagawa表示，由于俄乌冲突导致的持续地缘政治不稳定、支出方面的通胀压力以及对谷歌网络笔记本ChromeBook的需求急剧下降，自第一季度以来出现的需求下降在第二季度加速。另一家机构International Data Corp.的数据显示，第二季度全球设备出货量同比下降了约15.3%。IDC研究经理Jitesh Ubrani表示，对衰退的担忧继续加剧，削弱了各个领域的需求。不过，他也指出，尽管最近需求有所下降，但总体出货量仍高于疫情前水平。Gartner和IDC均表示，全球前三大个人电脑供应商联想集团、惠普和戴尔第二季度的发货量均有所下降。Gartner的数据显示，美国个人电脑需求下降了17.5%，主要原因是ChromeBook出货量下降了50%。芯片业寒冬将至？疫情期间，为了适应远程工作和远程教育，以及宅家隔离的娱乐需求，对电子设备的消费大增，但近几个月来，越来越多迹象显示，这种趋势发生了变化。今年5月，惠普和戴尔等几家个人电脑制造商警告称，消费者对个人电脑的需求正在减弱，尤其是对低价产品的需求。英特尔首席财务官David Zinsner今年6月表示，今年下半年的前景变得“非常混乱”，该公司将寻求调整支出和投资以适应这一现实。今年6月，英特尔暂时冻结了其个人电脑芯片部门的招聘，并采取了其他紧缩措施。上个月底，内存芯片制造商美光科技发布第四季度业绩指引远低于预期，反映出电脑和智能手机两个关键市场的放缓。虽然美光高管在描述未来需求时所用的表述是“有所减弱”，但从具体数字来看，芯片行业的需求或已出现了断崖式下降。随着美国芯片财报季于本月晚些时候拉开帷幕，TechInsights芯片分析师Dan Hutcheson警告称，继美光发布悲观预测后，还会有更多坏消息传来。市场环境恶化，半导体砍单潮也随之蔓延。不过，华尔街见闻此前提及，虽然半导体市场过去两年的高增不再，但整个行业内仍存在结构化的机会。在传统电子产品需求萎缩之际，新能源车用半导体领域仍有继续增长的动力。对比半导体芯片厂的情况，意法半导体、恩智浦、德州仪器等车用半导体公司的存货周转天数仍处于历史低位，这也同样验证了车用半导体领域的结构化表现。研究公司Baird半导体高级分析师Tristan Gerra也表示，消费电子产品制造商，尤其是低端智能手机制造商的芯片大供应商基本上注定“难逃厄运”，而提供汽车和数据中心芯片的公司将继续表现优秀。但Bernstein分析师Stacy Rasgon对汽车芯片的前景持有不同观点。他指出，汽车制造商订购的芯片远远超过了他们的需求，而且还在继续这样做。当汽车制造商停止购买时，情况就会变得更加真实。","news_type":1,"symbols_score_info":{"159813":0.9,"PC":0.9}},"isVote":1,"tweetType":1,"viewCount":4634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071182273,"gmtCreate":1657501342392,"gmtModify":1676536014330,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui 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Yean","avatar":"https://community-static.tradeup.com/news/0965e84896827ab38942412eb422457d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118888674291832","idStr":"4118888674291832"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073865314","repostId":"1172335974","repostType":4,"isVote":1,"tweetType":1,"viewCount":3095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079377928,"gmtCreate":1657154819264,"gmtModify":1676535959965,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui Yean","avatar":"https://community-static.tradeup.com/news/0965e84896827ab38942412eb422457d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118888674291832","idStr":"4118888674291832"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079377928","repostId":"2249822546","repostType":4,"repost":{"id":"2249822546","kind":"news","pubTimestamp":1657143383,"share":"https://ttm.financial/m/news/2249822546?lang=en_US&edition=fundamental","pubTime":"2022-07-07 05:36","market":"sh","language":"zh","title":"Foreign media headlines | Deutsche Bank expects a full-scale recession in the United States next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2249822546","media":"环球市场播报","summary":"美联储会议纪要：若通胀未能降温 “更具限制性”的政策可能是合适的美联储周三公布了6月份联邦公开市场委员会货币政策会议的纪要文件。会议纪要显示，美联储多数官员认为经济增长风险偏向下行。如果通胀未能降温，美联储可能会采取“更具限制性”的政策。市场预测专家Gartman：建议下半年逢高抛售股票市场预测专家Dennis Gartman警告称，在当前的熊市购买股票“是愚蠢的事”。","content":"<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Forecasting a technical recession in the US Q2 or a full-scale recession next year</b><b>2. Federal Reserve meeting minutes: If inflation fails to cool down, \"more restrictive\" policies may be appropriate</b><b>3. The United States and allies discuss limiting the selling price of Russian crude oil to $40-60</b><b>4. Market forecaster Gartman: It is recommended to sell stocks on rallies in the second half of the year</b><b>5. European Parliament votes for \"green labeling\" of gas and nuclear energy</b><b>6. Bank of England officials hinted at a faster pace of rate hike to avoid more stubborn inflation</b><img src=\"https://static.tigerbbs.com/9a3d2181796ca2050515544f80928f0d\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Forecasting a technical recession in the US Q2 or a full-scale recession next year</b></p><p>Deutsche Bank said the likelihood of weakness in parts of the U.S. economy spilling over to the still-robust labor market and services sector is rising, leaving people unemployed and making it tougher for the Federal Reserve to fight inflation.</p><p>Economists at Deutsche Bank now expect U.S. GDP to shrink at an annual rate of 0.6% in the second quarter, which would mean a second consecutive quarter of economic contraction, sending the U.S. economy into a technical recession. They still expect the economy to grow for the full year, by 0.6%, with the economy plunging into a full-blown recession by mid-2023.</p><p>The bank said the measure used to calculate quarterly GDP-final sales to domestic buyers-will increase by slightly more than 1% in the second and third quarters of this year.</p><p>\"Although this does not mean a recession is near, historically, there have not been many instances where final sales growth has declined so much without the economy falling into a recession,\" the bank's economists wrote in a research note.</p><p>Wall Street analysts have slashed their 2022 GDP growth forecasts in recent weeks and warned of the risk of a downturn.</p><p><img src=\"https://static.tigerbbs.com/64ee21463ab7bb30d85cd34a4908cb05\" tg-width=\"720\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Fed minutes: 'More restrictive' policy may be appropriate if inflation fails to cool</b></p><p>The Federal Reserve on Wednesday released minutes documents from the June Federal Open Market Committee (FOMC) monetary policy meeting. At the meeting, Fed officials stressed the need to fight inflation, even if it means slowing an economy already on the brink of recession.</p><p>According to the minutes of the meeting, most officials of the Federal Reserve believe that economic growth risks are biased downward. If inflation fails to cool, the Fed could adopt a \"more restrictive\" policy.</p><p>According to the minutes, \"Participants agreed that the economic outlook needs to shift to a restrictive policy stance. They recognized that if inflationary pressures continue to rise, a stricter policy stance may be appropriate.\"</p><p>Officials are \"highly concerned\" about inflation risks and it could take some time to bring inflation down to 2%, the minutes show. Many officials are concerned that long-term price expectations may rise. Officials also acknowledged that policy tightening could come at a cost.</p><p><img src=\"https://static.tigerbbs.com/942b2c756fe3e8eb4cfa16e5ce33a69e\" tg-width=\"720\" tg-height=\"338\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S., allies explore capping Russian crude at $40-$60</b></p><p>The U.S. and its allies have discussed efforts to limit the selling price of Russian crude oil to around $40 to $60 a barrel, according to people familiar with the matter.</p><p>Discussions began before the G7 summit, with allies exploring several ways to limit Russian oil revenues while minimizing the impact on their own economies. At a summit in Germany on June 28, leaders agreed to examine options for limiting oil prices, such as banning insurance and transportation services needed to transport Russian crude oil and petroleum products unless selling prices are below their prescribed levels.</p><p>The range is what allies consider Russia's marginal production costs to oil prices before the Russia-Ukraine conflict, people familiar with the matter said. The Biden administration believes the $40 cap is too low, two people familiar with the matter said. The allies are aiming to cut Moscow's revenue available for military operations, but the risk is that oil prices will soar if measures are not implemented.</p><p><img src=\"https://static.tigerbbs.com/6eaad15723e2663bfd5740ece004a70f\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Market Forecaster Gartman: Suggested to sell stocks on rallies in the second half of the year</b></p><p>Market forecaster Dennis Gartman warns that buying stocks in the current bear market is \"a foolish thing to do\".</p><p>\"Stock market gains are meant to sell on rallies, not to buy,\" the chairman of the University of Akron endowment said Tuesday. \"In another three, four, five or six months, that could change. The average duration of a bear market tends to be close to a year. How much more the stock market can fall is a guess.\"</p><p>Gartman, who published The influential \"The Gartman Letter,\" has been bearish on stocks for months. In January, he said the stock market could face as much as a 15% decline in 2022, and he cut the weight of stocks in college funds by 12%-15% on Dec. 31. The S&P 500 is down 20% this year, meeting the traditional definition of a bear market.</p><p>Gartman said that after the Fed's three rate hike this year, it plans to \"further raise the overnight lending rate by 75-125 basis points\", which will plunge the US economy into recession, even if the severe inflation that drove its tightening policy begins to slow down.</p><p><img src=\"https://static.tigerbbs.com/2d2e00649913baabbb7bc871a0b7110b\" tg-width=\"720\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>European Parliament votes for 'green label' on gas and nuclear</b></p><p>The European Parliament issued a statement on the 6th, saying that after a vote, the European Parliament supports the relevant bill proposed by the European Commission to include natural gas and nuclear energy projects that meet certain conditions in the category of sustainable economic activities covered by an EU classification regulation to deal with climate change.</p><p>If the EU Council does not raise objections by July 11, the bill will officially enter into force on January 1, 2023.</p><p>This EU classification regulation sets standards for sustainable economic activities for reference by member countries in investment, taxation, management and so on. The European Commission adopted a supplementary delegated act to the regulation in February this year, classifying gas and nuclear energy projects that meet certain conditions as sustainable economic activities and setting out technical screening and emission criteria for the respective projects. The bill stipulates that nuclear energy projects need to meet nuclear and environmental safety requirements, while natural gas should help accelerate the transition from coal to renewable energy without affecting investment in renewable energy.</p><p>The bill is widely controversial. Environmental groups and some EU member states have criticized it for \"greenwashing\" fossil and nuclear energy investments, damaging the EU's credibility in tackling climate change. Proponents, for their part, argue that refusing to put a \"green label\" on natural gas and nuclear power will cause energy prices to rise further and make it harder for people to wean themselves off fossil energy sources such as coal.</p><p><img src=\"https://static.tigerbbs.com/99e514a880eb42ac33be981ada47675e\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Bank of England officials hinted at a faster rate hike to avoid more stubborn inflation</b></p><p>Two senior Bank of England officials said they were prepared to rate hike at a faster pace if necessary to prevent inflation from becoming more stubborn; It further shows that the Bank of England may rate hike 50 basis points as soon as next month.</p><p>Chief economist Huw Pill said the central bank's latest guidance showed a willingness to speed up the rate hike cycle if necessary. Hours earlier, Bank of England deputy governor Jon Cunliffe said the central bank \"will take all necessary steps\" to prevent inflation from persisting, promising officials \"will act and we will act forcefully\".</p><p>Speaking in London, Pill said the Bank of England's June pledge to take \"robust action\" on the continuation of inflation \"both reflects my willingness to tighten faster than the current tightening cycle has executed so far, while also emphasizing that any change in the pace of action depends on new data and analysis.\"</p><p>\"We still have a lot of issues to resolve before we vote on policy decisions in August. How I vote then will be determined by the data we see and my interpretation,\" he said.</p><p></body></html></p>","source":"sina_symbol","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 | Deutsche Bank expects a full-scale recession in the United States next year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Deutsche Bank expects a full-scale recession in the United States next year\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\">2022-07-07 05:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1、<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Forecasting a technical recession in the US Q2 or a full-scale recession next year</b><b>2. Federal Reserve meeting minutes: If inflation fails to cool down, \"more restrictive\" policies may be appropriate</b><b>3. The United States and allies discuss limiting the selling price of Russian crude oil to $40-60</b><b>4. Market forecaster Gartman: It is recommended to sell stocks on rallies in the second half of the year</b><b>5. European Parliament votes for \"green labeling\" of gas and nuclear energy</b><b>6. Bank of England officials hinted at a faster pace of rate hike to avoid more stubborn inflation</b><img src=\"https://static.tigerbbs.com/9a3d2181796ca2050515544f80928f0d\" tg-width=\"720\" tg-height=\"482\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b><a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Forecasting a technical recession in the US Q2 or a full-scale recession next year</b></p><p>Deutsche Bank said the likelihood of weakness in parts of the U.S. economy spilling over to the still-robust labor market and services sector is rising, leaving people unemployed and making it tougher for the Federal Reserve to fight inflation.</p><p>Economists at Deutsche Bank now expect U.S. GDP to shrink at an annual rate of 0.6% in the second quarter, which would mean a second consecutive quarter of economic contraction, sending the U.S. economy into a technical recession. They still expect the economy to grow for the full year, by 0.6%, with the economy plunging into a full-blown recession by mid-2023.</p><p>The bank said the measure used to calculate quarterly GDP-final sales to domestic buyers-will increase by slightly more than 1% in the second and third quarters of this year.</p><p>\"Although this does not mean a recession is near, historically, there have not been many instances where final sales growth has declined so much without the economy falling into a recession,\" the bank's economists wrote in a research note.</p><p>Wall Street analysts have slashed their 2022 GDP growth forecasts in recent weeks and warned of the risk of a downturn.</p><p><img src=\"https://static.tigerbbs.com/64ee21463ab7bb30d85cd34a4908cb05\" tg-width=\"720\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Fed minutes: 'More restrictive' policy may be appropriate if inflation fails to cool</b></p><p>The Federal Reserve on Wednesday released minutes documents from the June Federal Open Market Committee (FOMC) monetary policy meeting. At the meeting, Fed officials stressed the need to fight inflation, even if it means slowing an economy already on the brink of recession.</p><p>According to the minutes of the meeting, most officials of the Federal Reserve believe that economic growth risks are biased downward. If inflation fails to cool, the Fed could adopt a \"more restrictive\" policy.</p><p>According to the minutes, \"Participants agreed that the economic outlook needs to shift to a restrictive policy stance. They recognized that if inflationary pressures continue to rise, a stricter policy stance may be appropriate.\"</p><p>Officials are \"highly concerned\" about inflation risks and it could take some time to bring inflation down to 2%, the minutes show. Many officials are concerned that long-term price expectations may rise. Officials also acknowledged that policy tightening could come at a cost.</p><p><img src=\"https://static.tigerbbs.com/942b2c756fe3e8eb4cfa16e5ce33a69e\" tg-width=\"720\" tg-height=\"338\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>U.S., allies explore capping Russian crude at $40-$60</b></p><p>The U.S. and its allies have discussed efforts to limit the selling price of Russian crude oil to around $40 to $60 a barrel, according to people familiar with the matter.</p><p>Discussions began before the G7 summit, with allies exploring several ways to limit Russian oil revenues while minimizing the impact on their own economies. At a summit in Germany on June 28, leaders agreed to examine options for limiting oil prices, such as banning insurance and transportation services needed to transport Russian crude oil and petroleum products unless selling prices are below their prescribed levels.</p><p>The range is what allies consider Russia's marginal production costs to oil prices before the Russia-Ukraine conflict, people familiar with the matter said. The Biden administration believes the $40 cap is too low, two people familiar with the matter said. The allies are aiming to cut Moscow's revenue available for military operations, but the risk is that oil prices will soar if measures are not implemented.</p><p><img src=\"https://static.tigerbbs.com/6eaad15723e2663bfd5740ece004a70f\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Market Forecaster Gartman: Suggested to sell stocks on rallies in the second half of the year</b></p><p>Market forecaster Dennis Gartman warns that buying stocks in the current bear market is \"a foolish thing to do\".</p><p>\"Stock market gains are meant to sell on rallies, not to buy,\" the chairman of the University of Akron endowment said Tuesday. \"In another three, four, five or six months, that could change. The average duration of a bear market tends to be close to a year. How much more the stock market can fall is a guess.\"</p><p>Gartman, who published The influential \"The Gartman Letter,\" has been bearish on stocks for months. In January, he said the stock market could face as much as a 15% decline in 2022, and he cut the weight of stocks in college funds by 12%-15% on Dec. 31. The S&P 500 is down 20% this year, meeting the traditional definition of a bear market.</p><p>Gartman said that after the Fed's three rate hike this year, it plans to \"further raise the overnight lending rate by 75-125 basis points\", which will plunge the US economy into recession, even if the severe inflation that drove its tightening policy begins to slow down.</p><p><img src=\"https://static.tigerbbs.com/2d2e00649913baabbb7bc871a0b7110b\" tg-width=\"720\" tg-height=\"401\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>European Parliament votes for 'green label' on gas and nuclear</b></p><p>The European Parliament issued a statement on the 6th, saying that after a vote, the European Parliament supports the relevant bill proposed by the European Commission to include natural gas and nuclear energy projects that meet certain conditions in the category of sustainable economic activities covered by an EU classification regulation to deal with climate change.</p><p>If the EU Council does not raise objections by July 11, the bill will officially enter into force on January 1, 2023.</p><p>This EU classification regulation sets standards for sustainable economic activities for reference by member countries in investment, taxation, management and so on. The European Commission adopted a supplementary delegated act to the regulation in February this year, classifying gas and nuclear energy projects that meet certain conditions as sustainable economic activities and setting out technical screening and emission criteria for the respective projects. The bill stipulates that nuclear energy projects need to meet nuclear and environmental safety requirements, while natural gas should help accelerate the transition from coal to renewable energy without affecting investment in renewable energy.</p><p>The bill is widely controversial. Environmental groups and some EU member states have criticized it for \"greenwashing\" fossil and nuclear energy investments, damaging the EU's credibility in tackling climate change. Proponents, for their part, argue that refusing to put a \"green label\" on natural gas and nuclear power will cause energy prices to rise further and make it harder for people to wean themselves off fossil energy sources such as coal.</p><p><img src=\"https://static.tigerbbs.com/99e514a880eb42ac33be981ada47675e\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Bank of England officials hinted at a faster rate hike to avoid more stubborn inflation</b></p><p>Two senior Bank of England officials said they were prepared to rate hike at a faster pace if necessary to prevent inflation from becoming more stubborn; It further shows that the Bank of England may rate hike 50 basis points as soon as next month.</p><p>Chief economist Huw Pill said the central bank's latest guidance showed a willingness to speed up the rate hike cycle if necessary. Hours earlier, Bank of England deputy governor Jon Cunliffe said the central bank \"will take all necessary steps\" to prevent inflation from persisting, promising officials \"will act and we will act forcefully\".</p><p>Speaking in London, Pill said the Bank of England's June pledge to take \"robust action\" on the continuation of inflation \"both reflects my willingness to tighten faster than the current tightening cycle has executed so far, while also emphasizing that any change in the pace of action depends on new data and analysis.\"</p><p>\"We still have a lot of issues to resolve before we vote on policy decisions in August. How I vote then will be determined by the data we see and my interpretation,\" he said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-07-07/doc-imizmscv0406117.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/9a3d2181796ca2050515544f80928f0d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","IVV":"标普500ETF-iShares","DJX":"1/100道琼斯","OEX":"标普100","PSQ":"做空纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4581":"高盛持仓","SQQQ":"纳指三倍做空ETF","UDOW":"三倍做多道指30ETF-ProShares","BK4504":"桥水持仓",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","BK4559":"巴菲特持仓","SH":"做空标普500-Proshares",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","SDOW":"三倍做空道指30ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-07-07/doc-imizmscv0406117.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249822546","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、德意志银行预测美国Q2陷入技术性衰退 明年或出现全面衰退2、美联储会议纪要：若通胀未能降温 “更具限制性”的政策可能是合适的 3、美国和盟友探讨将俄罗斯原油售价限制在40-60美元 4、市场预测专家Gartman：建议下半年逢高抛售股票 5、欧洲议会投票支持给天然气和核能贴上“绿色标签”6、英国央行官员暗示或将以更快步伐加息以免通胀更加顽固德意志银行预测美国Q2陷入技术性衰退 明年或出现全面衰退德意志银行表示，美国经济部分领域的弱点蔓延到仍然强劲的劳动力市场和服务业的可能性正在上升，这将造成人员失业，令美联储对抗通胀更加艰难。德意志银行的经济学家现在预计，第二季度美国GDP折合年率萎缩0.6%，这将意味着连续第二个季度经济萎缩，从而使美国经济陷入技术性衰退。他们仍然预计全年经济将实现增长，增幅0.6%，到2023年中期经济将陷入全面衰退。该行表示，用于计算季度GDP的指标--面向国内购买者的最终销售--在今年二、三季度增幅将略微超过1%。“尽管这并不意味着经济衰退近在眼前，但历史上，最终销售增速下降如此之大、而经济又不陷入衰退的情况并不多，”该行经济学家在一份研究报告中写道。华尔街分析师近几周来纷纷下调2022年GDP增幅预测，并对经济下滑风险发出警告。美联储会议纪要：若通胀未能降温 “更具限制性”的政策可能是合适的美联储周三公布了6月份联邦公开市场委员会（FOMC）货币政策会议的纪要文件。美联储官员们在会议上强调了对抗通胀的必要性，即便这意味着会让已经处于衰退边缘的经济放缓。会议纪要显示，美联储多数官员认为经济增长风险偏向下行。如果通胀未能降温，美联储可能会采取“更具限制性”的政策。纪要称，“与会者们一致认为，经济前景需要转向限制性政策立场。他们认识到，如果通胀压力持续升高，采取更加严格的政策立场可能是合适的。”纪要显示，官员们“高度关注”通胀风险，可能需要一段时间才能将通胀率降至2%。许多官员担忧长期价格预期可能会上升。官员们还承认，政策收紧可能会付出代价。美国和盟友探讨将俄罗斯原油售价限制在40-60美元据知情人士透露，美国及其盟国已经讨论过努力将俄罗斯原油的售价限制在每桶40美元至60美元左右。相关讨论在七国集团峰会前就开始，盟国在探索限制俄罗斯石油收入、同时最大限度减少对自身经济冲击的数种途径。在6月28日于德国举行的峰会上，各国领导人同意研究限制油价的各选项，如禁止运输俄罗斯原油和石油产品所需的保险及运输服务，除非售价低于其规定的水平。知情人士称，该区间是盟国所认为的俄罗斯边际生产成本到俄乌冲突发生之前的油价。两位知情人士表示，拜登政府认为40美元的上限过低。盟国的目的是削减莫斯科可用于军事行动的收入，但风险在于，若措施执行不力油价会飙升。市场预测专家Gartman：建议下半年逢高抛售股票市场预测专家Dennis Gartman警告称，在当前的熊市购买股票“是愚蠢的事”。“股市上涨是用来逢高抛售的，不是用来买进的，”这位阿克伦大学捐赠基金的主席周二表示。“再过三、四、五或六个月，这样的情况可能会改变。熊市的平均期限往往接近一年。股市还能下跌多少就只能猜了。”Gartman曾发布颇具影响力的“The Gartman Letter”，他看空股市已有数月。1月份，他说股市在2022年可能面临多达15%的跌幅，他在12月31日将大学基金中股票的比重下调了12%-15%。标普500指数今年以来下跌了20%，满足传统上的熊市定义。Gartman表示，美联储今年加息三次以后，计划将隔夜贷款利率“进一步上调75-125个基点”，会令美国经济陷入衰退，即便推动其收紧政策的严重通胀开始放缓。欧洲议会投票支持给天然气和核能贴上“绿色标签”欧洲议会6日发表声明说，经过投票，欧洲议会支持欧盟委员会提出的相关法案，把满足特定条件的天然气和核能项目列入欧盟一项应对气候变化的分类条例所涵盖的可持续经济活动类别。如果欧盟理事会在7月11日前不提出异议，该法案将于2023年1月1日正式生效。欧盟这项分类条例为可持续经济活动设立标准，供各成员国在投资、税收、管理等方面参考。欧盟委员会今年2月通过了该条例的补充授权法案，将满足特定条件的天然气和核能项目归为可持续经济活动，并规定了相应项目的技术筛选和排放标准。法案规定，核能项目需要满足核安全和环境安全要求，天然气则要有助于加速从煤炭向可再生能源的过渡，同时不会影响对可再生能源的投资。该法案广受争议。环保组织和一些欧盟成员国批评其“漂绿”化石能源和核能投资，损害欧盟在应对气候变化方面的信誉。支持者则认为，拒绝给天然气和核能贴上“绿色标签”，将导致能源价格进一步上涨，并使人们更难摆脱对煤炭等化石能源的依赖。英国央行官员暗示或将以更快步伐加息以免通胀更加顽固两位英国央行高级别官员表示，为了防止通胀更加顽固，他们准备在必要时以更快的速度加息；进一步显示，英国央行最快下个月就可能加息50个基点。首席经济学家Huw Pill表示，央行的最新指引显示，如有必要，愿意加快加息周期。数小时前，英国央行副行长Jon Cunliffe表示，央行“将采取一切必要措施”，以防止通胀持续，并承诺官员们“将采取行动，我们将会采取有力行动”。Pill在伦敦发表讲话时表示，英国央行6月承诺对通胀的持续采取“有力行动”，“既反映了我愿意比当前紧缩周期迄今为止的执行速度更快紧缩，同时也强调了行动步伐发生任何变化，都要取决于新的数据和分析。”“我们在8月份就政策决定表决前，还有很多问题要解决。届时我如何投票将由我们看到的数据和我的解读来定，”他说道。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SSO":0.6,"QID":0.6,"DOG":0.6,"SQQQ":0.6,"SPY":1,"UPRO":0.6,"PSQ":0.6,".SPX":0.6,"SDS":0.6,"DJX":0.6,"SPXU":0.6,"OEX":0.6,"UDOW":0.6,"ESmain":0.6,"DDM":0.6,"QLD":0.6,"QQQ":0.6,"NQmain":0.6,"SH":0.6,".DJI":1,"SDOW":0.6,"OEF":0.6,"MNQmain":0.6,"TQQQ":0.6,".IXIC":1,"IVV":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":3936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070278831,"gmtCreate":1657070331623,"gmtModify":1676535943897,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui Yean","avatar":"https://community-static.tradeup.com/news/0965e84896827ab38942412eb422457d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118888674291832","idStr":"4118888674291832"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070278831","repostId":"1126427898","repostType":4,"repost":{"id":"1126427898","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657065123,"share":"https://ttm.financial/m/news/1126427898?lang=en_US&edition=fundamental","pubTime":"2022-07-06 07:52","market":"hk","language":"zh","title":"Last night and this morning | U.S. stocks rebounded in deep V overnight! U.S. debt surge boosts tech stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1126427898","media":"老虎资讯综合","summary":"摘要：①隔夜美股低开高走上演绝地反击，纳指涨1.75%，中概股多数走高；②大宗商品重挫，美油跌破100美元，黄金创今年以来最低收盘价；③衰退担忧下，2-5年期收益率曲线一度倒挂；④英国政坛大地震，两位","content":"<p><html><head></head><body>Abstract: ① Overnight, the open low of U.S. stocks went high and staged a Jedi counterattack, with the Nasdaq rising by 1.75%, and most Chinese stocks rose; ② Commodities plummeted, US oil fell below $100, and gold hit the lowest closing price this year; ③ Under the worry of recession, the 2-5-year yield curve was once inverted; ④ The earthquake in British politics, two senior officials announced their resignation on the same day. Overseas markets</p><p>1. U.S. stocks closed mixed overnight, large technology stocks rose across the board</p><p>U.S. stocks moved higher on open low Tuesday and closed mixed, with lower Treasury Bond yields pushing tech stocks higher. By the close, the Nasdaq was up 1.75%, the S&P 500 was up 0.16% and the Dow was down 0.42%.</p><p>Big Tech Stocks All Rise,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 1.89%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 3.60%, Meta up 5.10%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>up 4.16%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 1.26%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>up 3.30%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 2.55%.</p><p>2. Most popular Chinese stocks rose<a href=\"https://laohu8.com/S/OCFT\">Financial OneConnect</a>Up nearly 19%</p><p>Most popular Chinese stocks rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 3.56%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.85%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 2.78%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>up 3.63%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.82%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 11.28%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>down 1.23%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 2.52%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 4.78%;<a href=\"https://laohu8.com/S/06638\">Financial OneConnect</a>It rose by more than 19%, and its Hong Kong stocks rose by more than 40% the next day of listing. New energy vehicle stocks soared,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 3.84%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>up 6.11%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 6.10%, Faraday Future 48.73%.</p><p>3. European stocks closed down across the board, all major stock indexes fell more than 2%</p><p>European stocks closed down across the board on Tuesday, with Germany's DAX down 2.91% and France's CAC40 down 2.68%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 2.86%.</p><p>4. U.S. WTI crude oil plunged 8.2% and fell below the $100 mark</p><p>Crude oil futures prices closed sharply lower on Tuesday, with U.S. WTI crude oil futures falling below the $100 barrel mark, the lowest closing price in two months. The futures price of West Texas Intermediate crude oil (WTI) for August delivery on the New York Mercantile Exchange closed down $8.93, or 8.24%, at $99.50 per barrel, the largest decline since mid-March and the lowest closing price since May 10th.</p><p>Citigroup has warned it could fall to $65 a barrel by the end of this year and $45 by the end of 2023 if a severe recession in demand arrives.</p><p>5. New York gold futures closed down 2.1% on Tuesday to an eight-month low</p><p>Gold futures in New York closed sharply lower on Tuesday and hit their lowest close so far this year. Gold futures for August delivery on the New York Mercantile Exchange closed down $37.60, or 2.10%, at $1,763.90 per barrel, the lowest closing price since early December.</p><p>Gold fell sharply on Tuesday along with silver, copper and other commodities. London copper closed down more than 4% below the $8,000 mark, hitting a recent 17-month low, as recession fears dominated the market. ICE cotton futures price once hit the lower limit.</p><p>6. The 2-5-year yield curve was once inverted under the worry of recession in the US debt</p><p>On Tuesday, the benchmark 10-year U.S. Treasury Bond yield rose 10 basis points to 2.98% in overseas trading, but later, as economic worries resurfaced, the yield rally reversed, falling to a low of 2.8%. Intraday, at one point, the 2-year yield was slightly above the 10-year yield for the first time since mid-June, and above the 5-year yield for the first time since March 2020. This inversion of the curve suggests that the market believes that a slowdown will eventually lead to a downward trend in short-term interest rates.</p><p>International macro</p><p>1. US State Department spokesman: There are no plans for another round of negotiations with Iran</p><p>Iran and the United States held indirect negotiations on the resumption of compliance with the JCPOA on the Iranian nuclear issue in Doha, Qatar, coordinated by the European Union, on June 28-29, but did not make the expected progress. On July 5, local time, US State Department spokesman Price said at a briefing that there are currently no plans for another round of negotiations with Iran.</p><p>2. U.S. Centers for Disease Control and Prevention: Omicron BA.5 subtype has become the main strain causing COVID-19 in the United States</p><p>According to the data released by the US Centers for Disease Control and Prevention on July 5th local time, the mutated Omicron strain BA.5 subtype of COVID-19 has become the main strain causing COVID-19 in the United States. The data shows that BA.5 subtype infections currently account for 53.6% of new COVID-19 infections in the United States, while BA.4 subtype infections account for 16.5%, and the two together account for about 70% of the total number of COVID-19 infections.</p><p>3. WHO: More than 5,300 monkeypox cases have been reported worldwide, an increase of 56% in 8 days</p><p>On July 5th, local time, the World Health Organization (WHO) reported that as of June 30th, 5,322 laboratory-confirmed monkeypox cases had been reported in many countries around the world, of which one died. At a briefing in Geneva, WHO spokesperson Fatila Shaib told reporters that the number of confirmed cases was up 56 percent from the 3,413 reported by the WHO on June 22.</p><p>4. The International Energy Agency expects natural gas consumption to decrease slightly this year</p><p>According to the latest quarterly report of the natural gas market released by the International Energy Agency on July 5th, global natural gas consumption will decrease slightly this year due to soaring prices and the possibility of further reduction of Russian natural gas supply, and it will slowly increase in the following years. The report said that global natural gas use this year is expected to shrink by 0.5% from 2021 levels; Global natural gas demand is projected to increase by only 140 billion cubic meters by 2025 compared to 2021.</p><p>5. Russia is about to impose windfall tax on natural gas giants with a total value of nearly $20 billion</p><p>On July 5, local time, the Russian parliament approved a temporary windfall tax on energy giant Gazprom. The move would pump the equivalent of nearly $20 billion into Russia's coffers as gas prices soar. Gazprom will pay an additional 1.25 trillion rubles ($19.72 billion) in mineral extraction taxes between September and November, or 416 billion rubles a month, under a bill passed by Russia's State Duma on Tuesday. The bill still needs the approval of the Council of the Russian Federation and the President.</p><p>6、<a href=\"https://laohu8.com/S/STO\">Norwegian Oil</a>Industry Strike Ends</p><p>On the evening of July 5th, local time, with the intervention of the Norwegian government, the strike of Equinor, which started in the early morning of the same day, ended. The Norwegian government has reportedly intervened in the strike through the Compulsory Wage Board, a mandatory measure that the government can implement to stop ongoing labour disputes.</p><p>7. Great earthquake in British politics? Two senior officials announced their resignation on the same day, pointing the finger at Prime Minister Johnson</p><p>British Prime Minister Boris Johnson has suffered another serious political blow as two senior officials announced their resignations. On Tuesday (July 5th) local time, British Health Secretary Syed Javid and Chancellor of the Exchequer Rishi Sunak announced their resignations one after another, and both pointed the finger at Prime Minister Johnson. In his resignation letter, Javid said he had lost faith in Johnson's ability to govern in the national interest after a series of scandals and said he could no longer serve in the Johnson administration in good conscience. Javid said many lawmakers and the public had lost confidence in Johnson.</p><p>8. Prime Minister appoints new Chancellor of the Exchequer and Health Secretary</p><p>On the evening of July 5th, local time, British Prime Minister Johnson announced the appointment of Nadim Zahavi to succeed Sunak as the new Chancellor of the Exchequer. Zahavi was previously the UK Education Secretary. Additionally, Steve Buckley has been appointed as the new Health Secretary, succeeding Javid. Barkley was previously Johnson's chief of staff.</p><p>9. Turkey says it will promote negotiations on Black Sea grain transportation corridors to achieve results as soon as possible</p><p>On July 5, local time, Turkish President Recep Tayyip Erdogan said that Turkey will work hard to push for an agreement with Russia and Ukraine on the issue of food security transportation channels in the Black Sea. \"We will try to strengthen negotiations with Russia and Ukraine to achieve results within a week or ten days,\" said Erdogan, who said the crisis in Ukraine has disrupted access to the Black Sea region to transport grain and raised problems with grain trade. While Turkey is not suffering from global food shortages, some countries around the world, especially in Africa, are facing food crises. At present, Turkey is working with the United Nations and other relevant parties to solve this problem.</p><p>Situation between Russia and Ukraine</p><p>1. Ukraine submits an application to join the OECD</p><p>Ukraine's state news agency reported on July 5 that on the same day, Ukrainian Prime Minister Shmegar submitted an application to the Secretary-General of the Organization for Economic Cooperation and Development (OECD), Mathias Kolman, to join the OECD. Shmegar said Ukraine seeks to join the organization as soon as possible and that support from the OECD is essential for Ukraine's postwar recovery and development.</p><p>2. British Prime Minister Johnson spoke by phone with Ukrainian President Volodymyr Zelensky</p><p>On July 5, British Prime Minister Boris Johnson held a telephone meeting with Ukrainian President Volodymyr Zelensky to exchange updates on the latest developments following the G7 and NATO summits. Johnson said that the latest military equipment provided by Britain, including 10 kinds of artillery equipment and ammunition, will arrive in Ukraine in the next few days or weeks. Zelensky informed Johnson of the current situation in Ukraine and the latest developments on the Russia-Ukraine front line. The two sides talked about the Ukraine Reconstruction Conference held a day earlier in Lugano, Switzerland, and Johnson said he welcomed Ukraine's reconstruction plans and looked forward to Britain hosting next year's conference.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2249582036\" target=\"_blank\">Tesla Unveils Solar Extended Range Trailer Prototype to Range Electric Pickup Trucks</a></p><p>According to the reports of Electrek and other technology media, Tesla showed a prototype of a solar-powered extended range trailer for the first time at the IdeenExpo exhibition held in Hanover, Germany. Tesla says it can provide additional range to its electric pickup truck, the CyberTruck. In addition, the trailer is equipped with SpaceX's satellite Internet receiver, which allows owners to connect to the Internet in areas where there is no telecommunications signal.</p><p>2、<a href=\"https://laohu8.com/NW/2249583502\" target=\"_blank\">Sword Points at Google, Apple and Other Tech Giants European Parliament Passes Two Milestone Acts</a></p><p>On July 5th, local time, the European Parliament overwhelmingly passed the Digital Services Act and the Digital Markets Act respectively. Some lawmakers claim that the passage of the two laws is landmark and will be able to constrain the power of tech giants such as Google and Apple. It is reported that these two laws will come into effect around January 2024.</p><p>3. Volkswagen will close a production site in Russia</p><p>Volkswagen will close one of its two production sites in Russia, where it assembles cars under a contract with Russia's GAZ group, a German union said Tuesday. In March, Volkswagen announced that production at its factories in Kaluga and Nizhny Novgorod would be suspended until further notice due to Western sanctions.</p><p>4、<a href=\"https://laohu8.com/NW/2249258727\" target=\"_blank\">Canada to destroy 13.6 million doses of expired AstraZeneca COVID vaccine</a></p><p>Health Canada announced on July 5 local time that 13.6 million doses of AstraZeneca's COVID-19 vaccine expired in the spring and will be destroyed. It is reported that this batch of 13.6 million doses of vaccines to be destroyed accounts for more than half of the total number of AstraZeneca COVID-19 vaccines stored in Canada.</p><p>5、<a href=\"https://laohu8.com/NW/2248989013\" target=\"_blank\">Netflix: 'Stranger Things' Sets New Ratings Record</a></p><p>On Tuesday local time, streaming giant Netflix said the latest season of \"Stranger Things\" has surpassed 1.15 billion total viewing hours. This means that this sci-fi drama has become the most popular English-language TV series in Netflix's history. Another one on Netflix's platform with more than 1 billion airtime hours is the Korean drama \"Squid Game\", which became popular all over the world last year.</p><p>6、<a href=\"https://laohu8.com/NW/2249853938\" target=\"_blank\">Bridgewater's flagship fund said to yield as much as 32% in the first half</a></p><p>According to media reports citing sources, thanks to increased market volatility, Pure Alpha II, the flagship fund under Bridgewater, the world's largest hedge fund, achieved a high return of 32% in the first half of this year. The Pure Alpha II fund rose 4.8% in June, raising its annualized return since its inception in 1991 to 11.4%, people familiar with the matter said.</p><p>7、<a href=\"https://laohu8.com/NW/2249553688\" target=\"_blank\">Xiao Mo sings empty Tesla: It will fall more than 40% again</a></p><p>All along,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>They are among the companies that have attracted much attention on Wall Street and are among the most controversial. After Tesla's second-quarter deliveries fell short of expectations, bearish sentiment remained pervasive despite the company's record production in June. The latest investment bank to cut Tesla's price target is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>。 Tesla shares could fall more than 40% from current levels, the bank said.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | U.S. stocks rebounded in deep V overnight! U.S. debt surge boosts tech stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | U.S. stocks rebounded in deep V overnight! U.S. debt surge boosts tech stocks\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\">2022-07-06 07:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① Overnight, the open low of U.S. stocks went high and staged a Jedi counterattack, with the Nasdaq rising by 1.75%, and most Chinese stocks rose; ② Commodities plummeted, US oil fell below $100, and gold hit the lowest closing price this year; ③ Under the worry of recession, the 2-5-year yield curve was once inverted; ④ The earthquake in British politics, two senior officials announced their resignation on the same day. Overseas markets</p><p>1. U.S. stocks closed mixed overnight, large technology stocks rose across the board</p><p>U.S. stocks moved higher on open low Tuesday and closed mixed, with lower Treasury Bond yields pushing tech stocks higher. By the close, the Nasdaq was up 1.75%, the S&P 500 was up 0.16% and the Dow was down 0.42%.</p><p>Big Tech Stocks All Rise,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>up 1.89%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>up 3.60%, Meta up 5.10%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>up 4.16%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>up 1.26%,<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>up 3.30%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up 2.55%.</p><p>2. Most popular Chinese stocks rose<a href=\"https://laohu8.com/S/OCFT\">Financial OneConnect</a>Up nearly 19%</p><p>Most popular Chinese stocks rose,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>up 3.56%,<a href=\"https://laohu8.com/S/JD\">Jingdong</a>down 1.85%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>up 2.78%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>up 3.63%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>up 1.82%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>up 11.28%,<a href=\"https://laohu8.com/S/NTES\">Netease</a>down 1.23%,<a href=\"https://laohu8.com/S/IQ\">iQIYI</a>up 2.52%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>up 4.78%;<a href=\"https://laohu8.com/S/06638\">Financial OneConnect</a>It rose by more than 19%, and its Hong Kong stocks rose by more than 40% the next day of listing. New energy vehicle stocks soared,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Cars rose 3.84%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>up 6.11%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 6.10%, Faraday Future 48.73%.</p><p>3. European stocks closed down across the board, all major stock indexes fell more than 2%</p><p>European stocks closed down across the board on Tuesday, with Germany's DAX down 2.91% and France's CAC40 down 2.68%,<a href=\"https://laohu8.com/S/VUKE.UK\">FTSE 100 UK</a>The index fell 2.86%.</p><p>4. U.S. WTI crude oil plunged 8.2% and fell below the $100 mark</p><p>Crude oil futures prices closed sharply lower on Tuesday, with U.S. WTI crude oil futures falling below the $100 barrel mark, the lowest closing price in two months. The futures price of West Texas Intermediate crude oil (WTI) for August delivery on the New York Mercantile Exchange closed down $8.93, or 8.24%, at $99.50 per barrel, the largest decline since mid-March and the lowest closing price since May 10th.</p><p>Citigroup has warned it could fall to $65 a barrel by the end of this year and $45 by the end of 2023 if a severe recession in demand arrives.</p><p>5. New York gold futures closed down 2.1% on Tuesday to an eight-month low</p><p>Gold futures in New York closed sharply lower on Tuesday and hit their lowest close so far this year. Gold futures for August delivery on the New York Mercantile Exchange closed down $37.60, or 2.10%, at $1,763.90 per barrel, the lowest closing price since early December.</p><p>Gold fell sharply on Tuesday along with silver, copper and other commodities. London copper closed down more than 4% below the $8,000 mark, hitting a recent 17-month low, as recession fears dominated the market. ICE cotton futures price once hit the lower limit.</p><p>6. The 2-5-year yield curve was once inverted under the worry of recession in the US debt</p><p>On Tuesday, the benchmark 10-year U.S. Treasury Bond yield rose 10 basis points to 2.98% in overseas trading, but later, as economic worries resurfaced, the yield rally reversed, falling to a low of 2.8%. Intraday, at one point, the 2-year yield was slightly above the 10-year yield for the first time since mid-June, and above the 5-year yield for the first time since March 2020. This inversion of the curve suggests that the market believes that a slowdown will eventually lead to a downward trend in short-term interest rates.</p><p>International macro</p><p>1. US State Department spokesman: There are no plans for another round of negotiations with Iran</p><p>Iran and the United States held indirect negotiations on the resumption of compliance with the JCPOA on the Iranian nuclear issue in Doha, Qatar, coordinated by the European Union, on June 28-29, but did not make the expected progress. On July 5, local time, US State Department spokesman Price said at a briefing that there are currently no plans for another round of negotiations with Iran.</p><p>2. U.S. Centers for Disease Control and Prevention: Omicron BA.5 subtype has become the main strain causing COVID-19 in the United States</p><p>According to the data released by the US Centers for Disease Control and Prevention on July 5th local time, the mutated Omicron strain BA.5 subtype of COVID-19 has become the main strain causing COVID-19 in the United States. The data shows that BA.5 subtype infections currently account for 53.6% of new COVID-19 infections in the United States, while BA.4 subtype infections account for 16.5%, and the two together account for about 70% of the total number of COVID-19 infections.</p><p>3. WHO: More than 5,300 monkeypox cases have been reported worldwide, an increase of 56% in 8 days</p><p>On July 5th, local time, the World Health Organization (WHO) reported that as of June 30th, 5,322 laboratory-confirmed monkeypox cases had been reported in many countries around the world, of which one died. At a briefing in Geneva, WHO spokesperson Fatila Shaib told reporters that the number of confirmed cases was up 56 percent from the 3,413 reported by the WHO on June 22.</p><p>4. The International Energy Agency expects natural gas consumption to decrease slightly this year</p><p>According to the latest quarterly report of the natural gas market released by the International Energy Agency on July 5th, global natural gas consumption will decrease slightly this year due to soaring prices and the possibility of further reduction of Russian natural gas supply, and it will slowly increase in the following years. The report said that global natural gas use this year is expected to shrink by 0.5% from 2021 levels; Global natural gas demand is projected to increase by only 140 billion cubic meters by 2025 compared to 2021.</p><p>5. Russia is about to impose windfall tax on natural gas giants with a total value of nearly $20 billion</p><p>On July 5, local time, the Russian parliament approved a temporary windfall tax on energy giant Gazprom. The move would pump the equivalent of nearly $20 billion into Russia's coffers as gas prices soar. Gazprom will pay an additional 1.25 trillion rubles ($19.72 billion) in mineral extraction taxes between September and November, or 416 billion rubles a month, under a bill passed by Russia's State Duma on Tuesday. The bill still needs the approval of the Council of the Russian Federation and the President.</p><p>6、<a href=\"https://laohu8.com/S/STO\">Norwegian Oil</a>Industry Strike Ends</p><p>On the evening of July 5th, local time, with the intervention of the Norwegian government, the strike of Equinor, which started in the early morning of the same day, ended. The Norwegian government has reportedly intervened in the strike through the Compulsory Wage Board, a mandatory measure that the government can implement to stop ongoing labour disputes.</p><p>7. Great earthquake in British politics? Two senior officials announced their resignation on the same day, pointing the finger at Prime Minister Johnson</p><p>British Prime Minister Boris Johnson has suffered another serious political blow as two senior officials announced their resignations. On Tuesday (July 5th) local time, British Health Secretary Syed Javid and Chancellor of the Exchequer Rishi Sunak announced their resignations one after another, and both pointed the finger at Prime Minister Johnson. In his resignation letter, Javid said he had lost faith in Johnson's ability to govern in the national interest after a series of scandals and said he could no longer serve in the Johnson administration in good conscience. Javid said many lawmakers and the public had lost confidence in Johnson.</p><p>8. Prime Minister appoints new Chancellor of the Exchequer and Health Secretary</p><p>On the evening of July 5th, local time, British Prime Minister Johnson announced the appointment of Nadim Zahavi to succeed Sunak as the new Chancellor of the Exchequer. Zahavi was previously the UK Education Secretary. Additionally, Steve Buckley has been appointed as the new Health Secretary, succeeding Javid. Barkley was previously Johnson's chief of staff.</p><p>9. Turkey says it will promote negotiations on Black Sea grain transportation corridors to achieve results as soon as possible</p><p>On July 5, local time, Turkish President Recep Tayyip Erdogan said that Turkey will work hard to push for an agreement with Russia and Ukraine on the issue of food security transportation channels in the Black Sea. \"We will try to strengthen negotiations with Russia and Ukraine to achieve results within a week or ten days,\" said Erdogan, who said the crisis in Ukraine has disrupted access to the Black Sea region to transport grain and raised problems with grain trade. While Turkey is not suffering from global food shortages, some countries around the world, especially in Africa, are facing food crises. At present, Turkey is working with the United Nations and other relevant parties to solve this problem.</p><p>Situation between Russia and Ukraine</p><p>1. Ukraine submits an application to join the OECD</p><p>Ukraine's state news agency reported on July 5 that on the same day, Ukrainian Prime Minister Shmegar submitted an application to the Secretary-General of the Organization for Economic Cooperation and Development (OECD), Mathias Kolman, to join the OECD. Shmegar said Ukraine seeks to join the organization as soon as possible and that support from the OECD is essential for Ukraine's postwar recovery and development.</p><p>2. British Prime Minister Johnson spoke by phone with Ukrainian President Volodymyr Zelensky</p><p>On July 5, British Prime Minister Boris Johnson held a telephone meeting with Ukrainian President Volodymyr Zelensky to exchange updates on the latest developments following the G7 and NATO summits. Johnson said that the latest military equipment provided by Britain, including 10 kinds of artillery equipment and ammunition, will arrive in Ukraine in the next few days or weeks. Zelensky informed Johnson of the current situation in Ukraine and the latest developments on the Russia-Ukraine front line. The two sides talked about the Ukraine Reconstruction Conference held a day earlier in Lugano, Switzerland, and Johnson said he welcomed Ukraine's reconstruction plans and looked forward to Britain hosting next year's conference.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2249582036\" target=\"_blank\">Tesla Unveils Solar Extended Range Trailer Prototype to Range Electric Pickup Trucks</a></p><p>According to the reports of Electrek and other technology media, Tesla showed a prototype of a solar-powered extended range trailer for the first time at the IdeenExpo exhibition held in Hanover, Germany. Tesla says it can provide additional range to its electric pickup truck, the CyberTruck. In addition, the trailer is equipped with SpaceX's satellite Internet receiver, which allows owners to connect to the Internet in areas where there is no telecommunications signal.</p><p>2、<a href=\"https://laohu8.com/NW/2249583502\" target=\"_blank\">Sword Points at Google, Apple and Other Tech Giants European Parliament Passes Two Milestone Acts</a></p><p>On July 5th, local time, the European Parliament overwhelmingly passed the Digital Services Act and the Digital Markets Act respectively. Some lawmakers claim that the passage of the two laws is landmark and will be able to constrain the power of tech giants such as Google and Apple. It is reported that these two laws will come into effect around January 2024.</p><p>3. Volkswagen will close a production site in Russia</p><p>Volkswagen will close one of its two production sites in Russia, where it assembles cars under a contract with Russia's GAZ group, a German union said Tuesday. In March, Volkswagen announced that production at its factories in Kaluga and Nizhny Novgorod would be suspended until further notice due to Western sanctions.</p><p>4、<a href=\"https://laohu8.com/NW/2249258727\" target=\"_blank\">Canada to destroy 13.6 million doses of expired AstraZeneca COVID vaccine</a></p><p>Health Canada announced on July 5 local time that 13.6 million doses of AstraZeneca's COVID-19 vaccine expired in the spring and will be destroyed. It is reported that this batch of 13.6 million doses of vaccines to be destroyed accounts for more than half of the total number of AstraZeneca COVID-19 vaccines stored in Canada.</p><p>5、<a href=\"https://laohu8.com/NW/2248989013\" target=\"_blank\">Netflix: 'Stranger Things' Sets New Ratings Record</a></p><p>On Tuesday local time, streaming giant Netflix said the latest season of \"Stranger Things\" has surpassed 1.15 billion total viewing hours. This means that this sci-fi drama has become the most popular English-language TV series in Netflix's history. Another one on Netflix's platform with more than 1 billion airtime hours is the Korean drama \"Squid Game\", which became popular all over the world last year.</p><p>6、<a href=\"https://laohu8.com/NW/2249853938\" target=\"_blank\">Bridgewater's flagship fund said to yield as much as 32% in the first half</a></p><p>According to media reports citing sources, thanks to increased market volatility, Pure Alpha II, the flagship fund under Bridgewater, the world's largest hedge fund, achieved a high return of 32% in the first half of this year. The Pure Alpha II fund rose 4.8% in June, raising its annualized return since its inception in 1991 to 11.4%, people familiar with the matter said.</p><p>7、<a href=\"https://laohu8.com/NW/2249553688\" target=\"_blank\">Xiao Mo sings empty Tesla: It will fall more than 40% again</a></p><p>All along,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>They are among the companies that have attracted much attention on Wall Street and are among the most controversial. After Tesla's second-quarter deliveries fell short of expectations, bearish sentiment remained pervasive despite the company's record production in June. The latest investment bank to cut Tesla's price target is<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>。 Tesla shares could fall more than 40% from current levels, the bank said.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159831":"黄金","BND":"债券指数ETF-Vanguard美国","UCO":"二倍做多彭博原油ETF",".DJI":"道琼斯","GDX":"黄金矿业ETF-VanEck","USO":"美国原油ETF","IEI":"iShares Barclays 3-7 Year Trea",".IXIC":"NASDAQ Composite","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126427898","content_text":"摘要：①隔夜美股低开高走上演绝地反击，纳指涨1.75%，中概股多数走高；②大宗商品重挫，美油跌破100美元，黄金创今年以来最低收盘价；③衰退担忧下，2-5年期收益率曲线一度倒挂；④英国政坛大地震，两位高官同日宣布辞职。海外市场1、隔夜美股收盘涨跌不一 大型科技股全线上涨美股周二低开高走，收盘涨跌不一，国债收益率走低推动科技股上涨。截至收盘，纳指涨1.75%，标普500指数涨0.16%，道指跌0.42%。大型科技股悉数上涨，苹果涨1.89%，亚马逊涨3.60%，Meta涨5.10%，谷歌涨4.16%，微软涨1.26%，奈飞涨3.30%，特斯拉涨2.55%。2、热门中概股多数走高金融壹账通涨近19%热门中概股多数走高，阿里巴巴涨3.56%，京东跌1.85%，拼多多涨2.78%，哔哩哔哩涨3.63%，百度涨1.82%，新东方涨11.28%，网易跌1.23%，爱奇艺涨2.52%，好未来涨4.78%；金融壹账通大涨超19%，其港股上市次日大涨超40%。新能源汽车股大涨，蔚来汽车涨3.84%，小鹏汽车涨6.11%，理想汽车涨6.10%，法拉第未来48.73%。3、欧股收盘全线下跌 主要股指均跌逾2%欧股周二收盘全线下跌，德国DAX指数跌2.91%，法国CAC40指数跌2.68%，英国富时100指数跌2.86%。4、美国WTI原油重挫8.2%跌破100美元关口原油期货价格周二大幅收跌，美国WTI原油期货跌破每桶100美元关口，创两个月来的最低收盘价。纽约商品交易所8月交割的西德州中质原油（WTI）期货价格收跌8.93美元，跌幅为8.24%，报收于每桶99.50美元，创3月中旬以来最大跌幅，以及5月10日以来的最低收盘价。花旗集团警告称，如果需求严重衰退到来，到今年年底可能会跌至每桶65美元，到2023年底跌至45美元。5、纽约黄金期货周二收跌2.1% 创8个月新低纽约黄金期货价格周二大幅收跌，并创今年迄今的最低收盘价。纽约商品交易所8月交割的黄金期货价格收跌37.60美元，跌幅为2.10%，报收于每桶1763.90美元，创12月初以来的最低收盘价。周二黄金与白银、铜和其他大宗商品一起大幅下跌。伦铜收跌逾4%，跌破8000美元关口，创最近17个月低点，经济衰退忧虑主导市场。ICE棉花期货价格一度触及跌停。6、美债掀起惊涛 衰退担忧下2-5年期收益率曲线一度倒挂周二基准10年期美国国债收益率在海外交易中一度上涨10个基点至2.98%，但后来由于经济忧虑再度涌现，收益率涨势逆转，最低跌到了2.8%。盘中，2年期收益率一度自6月中旬以来首次略高于10年期收益率，并且自2020年3月以来首次高于5年期收益率。这种曲线倒挂现象表明市场认为经济放缓最终会导致短期利率下行。国际宏观1、美国务院发言人：没有与伊朗进行另一轮谈判的计划6月28日至29日，在欧盟的协调下，伊朗和美国在卡塔尔首都多哈就伊朗核问题全面协议恢复履约举行间接谈判，但没有取得预期的进展。当地时间7月5日，美国国务院发言人普赖斯在简报会上称，目前没有与伊朗进行另一轮谈判的计划。2、美疾控中心：奥密克戎BA.5亚型已成为全美导致新冠肺炎的主要毒株根据美国疾控中心当地时间7月5日公布的数据，变异新冠病毒奥密克戎毒株BA.5亚型已经成为全美导致新冠肺炎的主要毒株。数据显示，BA.5亚型感染病例目前占全美新增新冠病毒感染病例的53.6%，而BA.4亚型感染病例占16.5%，两者合计约占新冠病毒感染病例总数的70%。3、世卫组织：全球已报告超5300例猴痘病例 8天时间增长了56%当地时间7月5日，世界卫生组织（WHO）通报称，截至6月30日，全球多国已报告5322例经实验室确诊的猴痘病例，其中1人死亡。在日内瓦举行的简报会上，世卫组织发言人法蒂拉·沙伊布告诉记者，该确诊病例数比世卫组织6月22日通报的3413例增长了56%。4、国际能源署预期今年天然气消费小幅减少国际能源署7月5日发布的天然气市场最新季度报告显示，由于价格飙升以及俄罗斯天然气可能进一步减少供应，今年全球天然气消费将小幅减少，之后数年会缓慢增加。报告说，今年全球天然气使用量预期较2021年水平缩减0.5%；预计到2025年，全球天然气需求量仅比2021年增长1400亿立方米。5、俄罗斯即将对天然气巨头开征暴利税 总价值近200亿美元当地时间7月5日，俄罗斯议会批准对能源巨头俄罗斯天然气工业股份公司征收临时暴利税。随着天然气价格飙升，此举将向俄罗斯国库注入相当于近200亿美元的资金。根据俄罗斯国家杜马周二通过的一项法案，俄气将在9月至11月期间额外支付1.25万亿卢布（约合197.2亿美元）的矿产开采税，即每月4160亿卢布。该法案仍然需要俄罗斯联邦委员会和总统的批准。6、挪威石油行业罢工结束当地时间7月5日晚，在挪威政府的介入下，挪威国家石油公司（Equinor）于当天凌晨开始的罢工结束。据报道，挪威政府通过强制工资委员会对罢工进行了干预，挪威强制性工资委员会是政府可以实施的一项强制性措施，以制止持续的劳资纠纷。7、英国政坛大地震？两位高官同日宣布辞职 矛头直指首相约翰逊随着两位高级官员宣布辞职，英国首相鲍里斯·约翰逊再次遭遇严重的政治打击。当地时间周二（7月5日），英国卫生大臣赛义德·贾维德和财政大臣里希·苏纳克相继宣布辞职，并且都将矛头指向了首相约翰逊。贾维德在辞职信中表示，在一系列丑闻之后，他对约翰逊为国家利益执政的能力失去了信心，并表示自己已无法再凭良心在约翰逊政府中任职。贾维德称，许多议员和公众都对约翰逊失去了信心。8、英国首相任命新的财政大臣和卫生大臣当地时间7月5日晚间，英国首相约翰逊宣布任命纳迪姆·扎哈维接替苏纳克为新任财政大臣。扎哈维此前为英国教育大臣。此外，史蒂夫·巴克利被任命为新任卫生大臣，接替贾维德。巴克利此前为约翰逊的幕僚长。9、土耳其称将推动黑海粮食运输通道谈判尽快取得成果当地时间7月5日，土耳其总统埃尔多安表示，土耳其将努力推动与俄罗斯和乌克兰就黑海粮食安全运输通道问题达成协议。埃尔多安说：“我们将努力加强与俄罗斯和乌克兰的谈判，争取在一周或十天内取得成果。”埃尔多安表示，乌克兰危机导致黑海地区运输粮食的通道中断，并引发粮食贸易问题。虽然土耳其并未因全球粮食短缺而遭遇困境，但世界上有些国家，特别是非洲国家正面临粮食危机。目前，土方正与联合国等有关各方一起，努力解决这一问题。俄乌局势1、乌克兰提交加入经合组织的申请乌克兰国家通讯社7月5日报道称，当天乌克兰总理什梅加尔向经济合作与发展组织（经合组织）秘书长马赛厄斯·科尔曼提交了加入经合组织的申请。什梅加尔表示，乌克兰寻求尽快加入该组织，来自经合组织的支持对于乌克兰战后复苏和发展至关重要。2、英国首相约翰逊与乌克兰总统泽连斯基通电话7月5日，英国首相鲍里斯·约翰逊与乌克兰总统泽连斯基进行了电话会晤，交流七国集团峰会和北约峰会后的最新进展。约翰逊表示，英国提供的最新军事装备，包括10种火炮装备及弹药，将在未来几天或几周时间内运抵乌克兰。泽连斯基向约翰逊告知了乌克兰国内目前的局势以及俄乌前线的最新进展。双方谈到一天前在瑞士卢加诺举行的乌克兰重建会议时，约翰逊表示欢迎乌克兰的重建计划，并期待英国主办明年的会议。公司新闻1、特斯拉公布太阳能增程拖车原型 可为电动皮卡续航综合Electrek等多家科技媒体报道，特斯拉公司在德国汉诺威举行的IdeenExpo展会上，首次展示了一款太阳能增程拖车原型。特斯拉称其可为旗下电动皮卡CyberTruck提供额外的续航里程。另外，这部拖车还配备了SpaceX的卫星互联网接收器，可以使车主在没有电信信号的地区接通互联网。2、剑指谷歌、苹果等科技巨头 欧洲议会通过两部里程碑法案当地时间7月5日，欧洲议会以压倒性多数分别通过了《数字服务法》和《数字市场法》。一些议员声称，这两部法律的通过具有里程碑意义，将能够约束谷歌、苹果等科技巨头的权力。据悉，这两部法律将于2024年1月前后生效实施。3、大众汽车将关闭位于俄罗斯的某个生产基地德国一家工会周二表示，大众汽车将关闭其在俄罗斯的两个生产基地之一，该公司根据与俄罗斯GAZ集团的合同在那里组装汽车。今年3月，大众汽车宣布，由于西方的制裁，其位于Kaluga和Nizhny Novgorod的工厂的生产将暂停，直到另行通知。4、加拿大将销毁1360万剂过期的阿斯利康新冠疫苗加拿大卫生部当地时间7月5日宣布，1360万剂阿斯利康新冠疫苗在春季过期，将被销毁。据悉，这批即将销毁的1360万剂疫苗占加拿大储存的阿斯利康新冠疫苗总数的一半以上。5、奈飞：《怪奇物语》创造了新的收视纪录当地时间周二，流媒体巨头奈飞表示，最新一季《怪奇物语》的总观看量已经超过了11.5亿小时。这意味着这部科幻剧已成为了奈飞史上最受欢迎的英语电视剧，奈飞平台上另一部播放时间超过10亿小时是去年火爆全球的韩剧《鱿鱼游戏》。6、桥水旗舰基金据称上半年收益率高达32%据媒体援引消息人士报道，得益于市场波动加剧，全球最大对冲基金桥水基金麾下旗舰基金Pure Alpha II在今年上半年实现了32%的高回报率。知情人士称，Pure Alpha II基金6月上涨了4.8%，将其自1991年成立以来的年化回报率提高到了11.4%。7、小摩唱空特斯拉：还要再跌超过40%一直以来，特斯拉都是备受华尔街关注，也争议最多的公司之一。在特斯拉第二季度的交付未达预期之后，尽管该公司在6月份的产量创下了历史最高纪录，但市场看空情绪依然弥漫。最新下调特斯拉目标价的投资银行是摩根大通。该行称，特斯拉股价可能较当前水平下跌超过40%。","news_type":1,"symbols_score_info":{"159831":0.9,".SPX":0.9,"USO":0.9,"GDX":0.9,"UCO":0.9,"TNmain":0.9,"SGCmain":0.9,"ZNmain":0.9,"MGCmain":0.9,"CLmain":0.9,"ZTmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"GCmain":0.9,"DDG":0.9,"SCO":0.9,"IEI":0.9,".DJI":0.9,".IXIC":0.9,"QMmain":0.9,"UWTIF":0.9,"UBmain":0.9,"BND":0.9}},"isVote":1,"tweetType":1,"viewCount":4251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047502318,"gmtCreate":1656937918634,"gmtModify":1676535918487,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui Yean","avatar":"https://community-static.tradeup.com/news/0965e84896827ab38942412eb422457d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118888674291832","idStr":"4118888674291832"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047502318","repostId":"1128701140","repostType":4,"repost":{"id":"1128701140","kind":"news","weMediaInfo":{"introduction":"有深度、有温度、有态度，在这里读懂财富。","home_visible":1,"media_name":"金融八卦女频道","id":"63","head_image":"https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7"},"pubTimestamp":1656917579,"share":"https://ttm.financial/m/news/1128701140?lang=en_US&edition=fundamental","pubTime":"2022-07-04 14:52","market":"sh","language":"zh","title":"Wenzhou's richest man battles Wall Street, JPMorgan loses 800 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1128701140","media":"金融八卦女频道","summary":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都","content":"<p><html><head></head><body>This time, Wall Street miscalculated. In the financial field, Wall Street is still the first in the world, but their opponents are not without progress. Through years of hard work, Chinese enterprises have gained rich market experience and abundant capital, and they still have the ability to fight back when they are beaten down on the ground by others. After more than three months, the \"Demon Nickel Forcing the Air War\" that everyone on earth knew about finally came to an end:</p><p>Xiang Guangda, the richest man in Wenzhou, and his Qingshan Group retreated unscathed, and Wall Street giant JPMorgan Chase cut his meat and lost 120 million dollars (about 800 million yuan).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings/Source: Internet</p><p>On June 29th news, Tsingshan Holding Group safely exited most of the short nickel positions on the London Metal Exchange (LME). The size of the positions has been reduced to about 30,000 tons, far lower than the peak of over 150,000 tons at the time of the incident, and these positions are not held through JPMorgan Chase.</p><p>This is probably the result of negotiations between the two sides. Tsingshan Group has left dignity for Wall Street bosses. Otherwise, according to the situation at that time, 120 million US dollars is far from enough.</p><p>Friends who pay attention to this matter may still be \"dumbfounded\". Isn't the legendary mastermind behind the scenes the Swiss commodity giant \"Glencore\"? Why did JPMorgan Chase lose money in the end?</p><p>What has really happened in these three months?</p><p><b>/Aoyama counter-kills, Wall Street miscalculates/</b></p><p>Briefly comb the whole process of the Lun Ni incident:</p><p>On March 7, 2022, Lun nickel futures soared from $29,000/ton to $55,000/ton, a new high in 15 years.</p><p>On March 8th, Lun Nickel futures rose from USD 60,000/ton to USD 100,000/ton, and the whole process took no more than one hour.</p><p>At 8: 15 on March 8th (UK time), LME suspended the trading of all nickel contracts and cancelled the trading after 0: 00 on March 8th, commonly known as \"pulling the network cable\".</p><p>On March 9th, Xiang Guangda admitted that he was forced short by foreign capital and had obtained sufficient spot through various channels.</p><p>On March 15th, Qingshan Group said it had reached a \"silent agreement\" with a syndicate of creditors of futures banks. During this period, the position of Tsingshan will not be closed, and Tsingshan Group will reduce its position thereafter.</p><p>On March 16th, nickel trading resumed on LME.</p><p>On June 29, Tsingshan exited most of its short nickel positions in LME, and the event ended.</p><p>Reading this, people who don't know the details will still have questions, why is Tsingshan Group targeted by Wall Street capital?</p><p>I really can't blame Wall Street Capital. Qingshan Group has raised itself into \"Tang Monk Meat\". Who doesn't want to eat it.</p><p>Tsingshan Group has three fatal loopholes in this matter:</p><p>1. The nickel produced by Qingshan Group is different from the delivery products traded by Lunjin. The product delivered by Lunjin is electrolytic nickel with a purity of more than 99.8%, while the nickel produced by Qingshan Group is only about 70% high ice nickel and about 10% ferronickel. 2. There is a problem with the hedging operation of Qingshan Group. At that time, it bought 200,000 tons of futures empty orders, but the nickel inventory of the whole Lunjin Institute was only 80,000 tons, which means that even if it bought all the nickel of Lunjin Institute, it couldn't make up half of its futures empty orders. 3. Usually, Qingshan Group will buy nickel with Russia to close its position when it encounters the delivery period. The conflict between Russia and Ukraine has led to the reversal of market logic, and Russian nickel has been embargo. Tsingshan Group did not react to this news in time. To sum up, although Qingshan Group has a rich family, it has played out all the good cards at this card table, with only \"1 vs. 3\" in its hand, and others can't afford to play any cards. In this case, how could the naturally bloodthirsty Wall Street capital let go of this seemingly \"must-win\" hunt? It's not like Wall Street hasn't done this before.</p><p>Therefore, Wall Street Capital quickly raised the price of nickel futures on March 7th and March 8th, quickly raising the price of 20,000 to 30,000 US dollars to 100,000 US dollars, which incidentally broke \"the highest record of any kind of asset price fluctuation.\"</p><p>At that time, the situation was that Qingshan Group had to lose hundreds of billions of dollars if it couldn't get the goods, and if it had no money, it had to sell Indonesia's nickel ore. The new energy industry chain that Chinese enterprises worked so hard to establish would be hit hard.</p><p>This time, Wall Street miscalculated. In the financial field, Wall Street is still the first in the world, but their opponents are not without progress. Through years of hard work, Chinese enterprises have gained rich market experience and abundant capital, and they still have the ability to fight back when they are beaten down on the ground by others.</p><p>Although it was unknown who started it at that time, on March 9th, Qingshan Group's counterattack began. Qingshan Holdings responded that it will replace domestic metal nickel plates with its high ice nickel, which has been allocated to sufficient spot for delivery through various channels.</p><p>From the gossip, at that time, several large enterprises in the industry participated in this replacement, which can be described as united. Xiang Guangda's original words were: \"I have received many calls, and the relevant state departments and leaders are very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So, why is the final result not that Qingshan Group takes out 200,000 tons of nickel delivery products and gives them to Wall Street takeover men, so that they have nowhere to store the goods. In the end, they can only sell them at a low price and lose tens of billions of dollars?</p><p>Collecting 200,000 tons of nickel delivery products can certainly solve the urgent need, but what should domestic enterprises do when so much nickel is handed over? Do all enterprises stop production and wait for a few months before new nickel is produced and then resume production?</p><p>Although doing this was very relieving, the price to pay was too high.</p><p>As a mature entrepreneur, Xiang Guangda negotiated with his opponents from March 9th to March 15th, and finally reached a \"silent agreement\" with the confidence of being able to produce 200,000 tons of delivered products.</p><p>Judging from the news on June 29th, Qingshan Group reduced its short position to turn itself around. Although Wall Street institutions lost a little money, they avoided the expansion of losses, which is an acceptable result for both sides.</p><p><b>/Who is really behind the \"Demon Nickel War\"? /</b></p><p>When the incident happened in early March, someone pressed the calculator and said that Qingshan Group might lose 8 billion to 12 billion US dollars, equivalent to hundreds of billions of RMB. Pressing such a large amount of funds will inevitably involve no less funds.</p><p>At that time, some people suspected that commodity giant Glencore was behind the scenes, in order to get Qingshan's 60% stake in Indonesian nickel mine. Founded in 1974, Glencore is the largest Swiss enterprise with operating income of $215.11 billion, covering the supply of mineral products, energy products and agricultural products.</p><p>But it is impossible for Glencore to spend so much money on its own. There must be a team behind it. Judging from the current situation, at least now, JPMorgan Chase and Elliott, two \"wolves from Wall Street\", have been forced out.</p><p>In April, JPMorgan Chase sold it out long ago with its first-quarter earnings report, which showed a $120 million loss in nickel-related businesses.</p><p>It can make the old Wall Street investment banks lose hundreds of millions of dollars on a single futures commodity in the first quarter. Except for participating in the \"demon nickel short-squeezing\" incident in March, it is difficult to have other reasons to convince people. Afterwards, relevant information also proved that it was the largest counterparty of Qingshan Group's large number of short positions.</p><p>Three months ago, about 50,000 tons of Tsingshan's more than 150,000 tons of nickel short positions were held through JPMorgan Chase's over-the-counter positions. At that time, Tsingshan Holding Group once owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase was mired in a $120 million loss.</p><p>With such a big hole in finance, the person in charge has to say something.</p><p>Jamie Dimon, JPMorgan chief executive, said reluctantly: \"We had a bit of a loss this quarter and we're going to try to get through it. We're going to do an ex post analysis of what we did wrong and what different things we could do after LME.\"</p><p>This sentence is very official, but it has two meanings:</p><p>One, they are doing things for their customers. JPMorgan Chase lost money, and so did their customers. As for who the customer is, whether it is Glencore or not, it is not said. Second, they have reservations about Lunjin's behavior of \"pulling the network cable\", and perhaps they have to \"take measures\". It's hard to say what steps JPMorgan will take, but someone has already started to act. They don't seem to throw in the towel and are still doing the final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Source/Visual China</p><p>According to the announcement issued by the Hong Kong Stock Exchange on June 6th, on June 1st, the famous American investment company \"Elliott Management Company\" attacked them, arguing that Lunkin's \"cancellation of the transaction after 00: 00 UK time on March 8th, 2022 was illegal.\"</p><p>Two of Elliott's hedge funds have taken HKEx and its subsidiary LME and its clearing company LME Clear Limite to the British High Court, preparing to claim about $456 million, or about RMB 3 billion.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977 and with a fund under management of over $51.5 billion at the end of 2021, Elliott Management is a veritable wolf of Wall Street, known for its tough, aggressive and fierce investment style.</p><p>How fierce is Elliot really? It can make a nation unsettled.</p><p>At the end of 2000, Argentina was in turmoil, with five consecutive presidents changed in half a month, and its foreign debt of up to 150 billion US dollars was unable to be repaid. Just as other financial institutions avoided it, Elliott bargained the Argentine Treasury Bond for $617 million.</p><p>In the following nine years, Argentina proposed a debt restructuring plan in order to revive the economy. Creditors led by Elliott mercilessly refused twice and sued Argentina to the American court. I can't imagine how ruthless this trick is. It can be compared to what will happen to Evergrande now that creditors disagree with Evergrande's reorganization.</p><p>On June 16, 2017, the U.S. Supreme Court ultimately ruled against Argentina. Argentina tearfully took out $2.28 billion to settle, and Elliott made 3.7 times this single, but every penny was hard-earned money of the Argentine people.</p><p>Exactly how many Wall Street capital institutions are involved in this matter is unclear. If Elliott can win the case with the HKEx, it may be possible to see. Because when \"dividing the meat\", the wolves on Wall Street will be willing to go out in full force.</p><p><b>/\"China's Nickel King\" pinched Musk's life door? /</b></p><p>According to national business daily, Glencore officials said in response to whether they were involved in the matter, \"The above statement is total nonsense.\"</p><p>However, the report also pointed out that some insiders believe that Glencore is an indirect participant in this wave of market even if it is not directly involved. The reason why the market speculates is that the competition for metallic nickel has entered a white-hot stage on a global scale.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total battery cost. If it is high nickel and ultra-high nickel batteries, this proportion will be even higher. However, nickel is unevenly distributed all over the world, which makes it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem for new energy vehicle bosses. Even Tesla CEO Musk said that the shortage of nickel raw materials is the biggest obstacle to the production of electric vehicle batteries.</p><p>The data shows that from March 2021 to March 2022, the nickel inventory of LME continued to decline, with a drop of nearly 70%. The main reason is that nickel deliveries are bought in large quantities for manufacturing new energy batteries. The shortfalls for nickel are expected to be-25,600 tonnes, -27,900 tonnes, and-65,300 tonnes from 2023 to 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this God holding a rice bowl to feed Xiang Guangda?</p><p>In 1958, Xiang Guangda was born in a family of ordinary workers in Shacheng Town, Longwan, Wenzhou. After graduation, he worked in a state-owned enterprise for eight years and became the workshop director.</p><p>In 1988, Xiang Guangda was ready to \"stand at thirty\". He gave up the \"iron rice bowl\" that everyone envied at that time, and jointly founded Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company with Zhang Jimin and other relatives.</p><p>Due to the emphasis on research and development, Xiang Guangda's car doors and windows business is very good. At the end of 1993, he jointly developed automobile rim steel with China First Automobile Wheel Factory, and invested 24 million yuan to set up \"Zhejiang Fengye Special-shaped Steel Company\". In 1995, the company was reorganized and \"Zhejiang Fengye Group Co., Ltd.\" was established, which officially entered the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the whole steel industry entered a destocking cycle. Xiang Guangda realized that if it didn't change, the enterprise would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-ore heating furnace (RKEF) smelting technology, and led a team to develop a new technology of RKEF-AOD furnace double method, which cut the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton cost.</p><p>\"60%-70% of stainless steel is nickel. Who produces nickel? It is produced by foreigners, but we don't produce it ourselves.\" Xiang Guangda put the production of \"nickel\" on the agenda again.</p><p>During the financial crisis in 2008, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine with the highest nickel reserves in the world. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the right to mining laterite nickel ore with an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, the first nickel produced abroad by a Chinese company was successfully shipped back to China. Qingshan Holding Group has also conquered the technology of purifying high-ice nickel with laterite nickel ore. With one operation, Xiang Guangda has opened up the upstream and downstream of nickel production.</p><p>With \"nickel\" in hand, stainless steel is not worried. Qingshan Holding Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Qingshan Holding's stainless steel output increased from one million tons to 10 million tons, and its sales increased from tens of billions to more than 200 billion yuan. At present, it has secured the throne of the world's largest stainless steel manufacturer.</p><p>Xiang Guangda has also become a frequent visitor at the local government enterprise symposium.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holding Group's total revenue reached 292.892 billion, ranking 279th among the world's top 500. According to Tianyan, Xiang Guangda occupies 48.45% of the equity of Qingshan Holding Group through various paths, and is the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Ownership Structure of Tsingshan Holdings/Screenshot of Tianyan Check</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, and new energy has become the hottest track at present. The market value of A-share CATL and BYD exceeded one trillion yuan, and Tesla's market value even exceeded the combined market value of several established car companies.</p><p>The new energy industry is short of nickel, and Xiang Guangda has a lot in his hands. Tsingshan Holding's nickel output was 600,000 tons in 2021, 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel output, it can be said that Xiang Guangda is a proper \"king of nickel\", and he has also pinched the life gate of the new energy automobile industry to death.</p><p>Not satisfied is just \"working\" for new energy vehicles. At present, Qingshan Group has joined hands with Xugong Group to enter the new energy automobile industry.</p><p>It is just that there are many people who are popular, and the pigs on the outlet are also the easiest targets to be attacked. Xiang Guangda, who had survived this \"calamity\" safely, still had to be careful. He had too much \"nickel\" in his hands, which was too tempting.</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>Wenzhou's richest man battles Wall Street, JPMorgan loses 800 million</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\">\nWenzhou's richest man battles Wall Street, JPMorgan loses 800 million\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/63\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/01a8ace21e1041b4bb972ca835e331c7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金融八卦女频道 </p>\n<p class=\"h-time smaller\">2022-07-04 14:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This time, Wall Street miscalculated. In the financial field, Wall Street is still the first in the world, but their opponents are not without progress. Through years of hard work, Chinese enterprises have gained rich market experience and abundant capital, and they still have the ability to fight back when they are beaten down on the ground by others. After more than three months, the \"Demon Nickel Forcing the Air War\" that everyone on earth knew about finally came to an end:</p><p>Xiang Guangda, the richest man in Wenzhou, and his Qingshan Group retreated unscathed, and Wall Street giant JPMorgan Chase cut his meat and lost 120 million dollars (about 800 million yuan).</p><p><img src=\"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37\" tg-width=\"693\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p>▲ Xiang Guangda, actual controller of Tsingshan Holdings/Source: Internet</p><p>On June 29th news, Tsingshan Holding Group safely exited most of the short nickel positions on the London Metal Exchange (LME). The size of the positions has been reduced to about 30,000 tons, far lower than the peak of over 150,000 tons at the time of the incident, and these positions are not held through JPMorgan Chase.</p><p>This is probably the result of negotiations between the two sides. Tsingshan Group has left dignity for Wall Street bosses. Otherwise, according to the situation at that time, 120 million US dollars is far from enough.</p><p>Friends who pay attention to this matter may still be \"dumbfounded\". Isn't the legendary mastermind behind the scenes the Swiss commodity giant \"Glencore\"? Why did JPMorgan Chase lose money in the end?</p><p>What has really happened in these three months?</p><p><b>/Aoyama counter-kills, Wall Street miscalculates/</b></p><p>Briefly comb the whole process of the Lun Ni incident:</p><p>On March 7, 2022, Lun nickel futures soared from $29,000/ton to $55,000/ton, a new high in 15 years.</p><p>On March 8th, Lun Nickel futures rose from USD 60,000/ton to USD 100,000/ton, and the whole process took no more than one hour.</p><p>At 8: 15 on March 8th (UK time), LME suspended the trading of all nickel contracts and cancelled the trading after 0: 00 on March 8th, commonly known as \"pulling the network cable\".</p><p>On March 9th, Xiang Guangda admitted that he was forced short by foreign capital and had obtained sufficient spot through various channels.</p><p>On March 15th, Qingshan Group said it had reached a \"silent agreement\" with a syndicate of creditors of futures banks. During this period, the position of Tsingshan will not be closed, and Tsingshan Group will reduce its position thereafter.</p><p>On March 16th, nickel trading resumed on LME.</p><p>On June 29, Tsingshan exited most of its short nickel positions in LME, and the event ended.</p><p>Reading this, people who don't know the details will still have questions, why is Tsingshan Group targeted by Wall Street capital?</p><p>I really can't blame Wall Street Capital. Qingshan Group has raised itself into \"Tang Monk Meat\". Who doesn't want to eat it.</p><p>Tsingshan Group has three fatal loopholes in this matter:</p><p>1. The nickel produced by Qingshan Group is different from the delivery products traded by Lunjin. The product delivered by Lunjin is electrolytic nickel with a purity of more than 99.8%, while the nickel produced by Qingshan Group is only about 70% high ice nickel and about 10% ferronickel. 2. There is a problem with the hedging operation of Qingshan Group. At that time, it bought 200,000 tons of futures empty orders, but the nickel inventory of the whole Lunjin Institute was only 80,000 tons, which means that even if it bought all the nickel of Lunjin Institute, it couldn't make up half of its futures empty orders. 3. Usually, Qingshan Group will buy nickel with Russia to close its position when it encounters the delivery period. The conflict between Russia and Ukraine has led to the reversal of market logic, and Russian nickel has been embargo. Tsingshan Group did not react to this news in time. To sum up, although Qingshan Group has a rich family, it has played out all the good cards at this card table, with only \"1 vs. 3\" in its hand, and others can't afford to play any cards. In this case, how could the naturally bloodthirsty Wall Street capital let go of this seemingly \"must-win\" hunt? It's not like Wall Street hasn't done this before.</p><p>Therefore, Wall Street Capital quickly raised the price of nickel futures on March 7th and March 8th, quickly raising the price of 20,000 to 30,000 US dollars to 100,000 US dollars, which incidentally broke \"the highest record of any kind of asset price fluctuation.\"</p><p>At that time, the situation was that Qingshan Group had to lose hundreds of billions of dollars if it couldn't get the goods, and if it had no money, it had to sell Indonesia's nickel ore. The new energy industry chain that Chinese enterprises worked so hard to establish would be hit hard.</p><p>This time, Wall Street miscalculated. In the financial field, Wall Street is still the first in the world, but their opponents are not without progress. Through years of hard work, Chinese enterprises have gained rich market experience and abundant capital, and they still have the ability to fight back when they are beaten down on the ground by others.</p><p>Although it was unknown who started it at that time, on March 9th, Qingshan Group's counterattack began. Qingshan Holdings responded that it will replace domestic metal nickel plates with its high ice nickel, which has been allocated to sufficient spot for delivery through various channels.</p><p>From the gossip, at that time, several large enterprises in the industry participated in this replacement, which can be described as united. Xiang Guangda's original words were: \"I have received many calls, and the relevant state departments and leaders are very supportive of Qingshan.\"</p><p><img src=\"https://static.tigerbbs.com/5c59e434fbd20c251852e2cf114ed5ca\" tg-width=\"509\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ccda0030b524a1d6ae7153f6bcfe1ae9\" tg-width=\"494\" tg-height=\"202\" referrerpolicy=\"no-referrer\"/></p><p>So, why is the final result not that Qingshan Group takes out 200,000 tons of nickel delivery products and gives them to Wall Street takeover men, so that they have nowhere to store the goods. In the end, they can only sell them at a low price and lose tens of billions of dollars?</p><p>Collecting 200,000 tons of nickel delivery products can certainly solve the urgent need, but what should domestic enterprises do when so much nickel is handed over? Do all enterprises stop production and wait for a few months before new nickel is produced and then resume production?</p><p>Although doing this was very relieving, the price to pay was too high.</p><p>As a mature entrepreneur, Xiang Guangda negotiated with his opponents from March 9th to March 15th, and finally reached a \"silent agreement\" with the confidence of being able to produce 200,000 tons of delivered products.</p><p>Judging from the news on June 29th, Qingshan Group reduced its short position to turn itself around. Although Wall Street institutions lost a little money, they avoided the expansion of losses, which is an acceptable result for both sides.</p><p><b>/Who is really behind the \"Demon Nickel War\"? /</b></p><p>When the incident happened in early March, someone pressed the calculator and said that Qingshan Group might lose 8 billion to 12 billion US dollars, equivalent to hundreds of billions of RMB. Pressing such a large amount of funds will inevitably involve no less funds.</p><p>At that time, some people suspected that commodity giant Glencore was behind the scenes, in order to get Qingshan's 60% stake in Indonesian nickel mine. Founded in 1974, Glencore is the largest Swiss enterprise with operating income of $215.11 billion, covering the supply of mineral products, energy products and agricultural products.</p><p>But it is impossible for Glencore to spend so much money on its own. There must be a team behind it. Judging from the current situation, at least now, JPMorgan Chase and Elliott, two \"wolves from Wall Street\", have been forced out.</p><p>In April, JPMorgan Chase sold it out long ago with its first-quarter earnings report, which showed a $120 million loss in nickel-related businesses.</p><p>It can make the old Wall Street investment banks lose hundreds of millions of dollars on a single futures commodity in the first quarter. Except for participating in the \"demon nickel short-squeezing\" incident in March, it is difficult to have other reasons to convince people. Afterwards, relevant information also proved that it was the largest counterparty of Qingshan Group's large number of short positions.</p><p>Three months ago, about 50,000 tons of Tsingshan's more than 150,000 tons of nickel short positions were held through JPMorgan Chase's over-the-counter positions. At that time, Tsingshan Holding Group once owed JPMorgan Chase about $1 billion in margin. In just three months, JPMorgan Chase was mired in a $120 million loss.</p><p>With such a big hole in finance, the person in charge has to say something.</p><p>Jamie Dimon, JPMorgan chief executive, said reluctantly: \"We had a bit of a loss this quarter and we're going to try to get through it. We're going to do an ex post analysis of what we did wrong and what different things we could do after LME.\"</p><p>This sentence is very official, but it has two meanings:</p><p>One, they are doing things for their customers. JPMorgan Chase lost money, and so did their customers. As for who the customer is, whether it is Glencore or not, it is not said. Second, they have reservations about Lunjin's behavior of \"pulling the network cable\", and perhaps they have to \"take measures\". It's hard to say what steps JPMorgan will take, but someone has already started to act. They don't seem to throw in the towel and are still doing the final struggle.</p><p><img src=\"https://static.tigerbbs.com/373adb34449d811ea165e417eea1bae6\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"/></p><p>▲ Source/Visual China</p><p>According to the announcement issued by the Hong Kong Stock Exchange on June 6th, on June 1st, the famous American investment company \"Elliott Management Company\" attacked them, arguing that Lunkin's \"cancellation of the transaction after 00: 00 UK time on March 8th, 2022 was illegal.\"</p><p>Two of Elliott's hedge funds have taken HKEx and its subsidiary LME and its clearing company LME Clear Limite to the British High Court, preparing to claim about $456 million, or about RMB 3 billion.</p><p><img src=\"https://static.tigerbbs.com/9692a7e3296316fcd1fde0c491252117\" tg-width=\"640\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Founded in 1977 and with a fund under management of over $51.5 billion at the end of 2021, Elliott Management is a veritable wolf of Wall Street, known for its tough, aggressive and fierce investment style.</p><p>How fierce is Elliot really? It can make a nation unsettled.</p><p>At the end of 2000, Argentina was in turmoil, with five consecutive presidents changed in half a month, and its foreign debt of up to 150 billion US dollars was unable to be repaid. Just as other financial institutions avoided it, Elliott bargained the Argentine Treasury Bond for $617 million.</p><p>In the following nine years, Argentina proposed a debt restructuring plan in order to revive the economy. Creditors led by Elliott mercilessly refused twice and sued Argentina to the American court. I can't imagine how ruthless this trick is. It can be compared to what will happen to Evergrande now that creditors disagree with Evergrande's reorganization.</p><p>On June 16, 2017, the U.S. Supreme Court ultimately ruled against Argentina. Argentina tearfully took out $2.28 billion to settle, and Elliott made 3.7 times this single, but every penny was hard-earned money of the Argentine people.</p><p>Exactly how many Wall Street capital institutions are involved in this matter is unclear. If Elliott can win the case with the HKEx, it may be possible to see. Because when \"dividing the meat\", the wolves on Wall Street will be willing to go out in full force.</p><p><b>/\"China's Nickel King\" pinched Musk's life door? /</b></p><p>According to national business daily, Glencore officials said in response to whether they were involved in the matter, \"The above statement is total nonsense.\"</p><p>However, the report also pointed out that some insiders believe that Glencore is an indirect participant in this wave of market even if it is not directly involved. The reason why the market speculates is that the competition for metallic nickel has entered a white-hot stage on a global scale.</p><p>Nickel is one of the important raw materials for manufacturing new energy ternary lithium batteries, accounting for nearly 30% of the total battery cost. If it is high nickel and ultra-high nickel batteries, this proportion will be even higher. However, nickel is unevenly distributed all over the world, which makes it difficult to mine.</p><p>\"Nickel anxiety\" is a common problem for new energy vehicle bosses. Even Tesla CEO Musk said that the shortage of nickel raw materials is the biggest obstacle to the production of electric vehicle batteries.</p><p>The data shows that from March 2021 to March 2022, the nickel inventory of LME continued to decline, with a drop of nearly 70%. The main reason is that nickel deliveries are bought in large quantities for manufacturing new energy batteries. The shortfalls for nickel are expected to be-25,600 tonnes, -27,900 tonnes, and-65,300 tonnes from 2023 to 2025, respectively.</p><p><img src=\"https://static.tigerbbs.com/4245aa1e37a9a023ca6069abaa0dccba\" tg-width=\"1080\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Isn't this God holding a rice bowl to feed Xiang Guangda?</p><p>In 1958, Xiang Guangda was born in a family of ordinary workers in Shacheng Town, Longwan, Wenzhou. After graduation, he worked in a state-owned enterprise for eight years and became the workshop director.</p><p>In 1988, Xiang Guangda was ready to \"stand at thirty\". He gave up the \"iron rice bowl\" that everyone envied at that time, and jointly founded Zhejiang Ouhai Automobile Doors and Windows Manufacturing Company with Zhang Jimin and other relatives.</p><p>Due to the emphasis on research and development, Xiang Guangda's car doors and windows business is very good. At the end of 1993, he jointly developed automobile rim steel with China First Automobile Wheel Factory, and invested 24 million yuan to set up \"Zhejiang Fengye Special-shaped Steel Company\". In 1995, the company was reorganized and \"Zhejiang Fengye Group Co., Ltd.\" was established, which officially entered the stainless steel industry.</p><p><img src=\"https://static.tigerbbs.com/1739f693edc5047788bfff78b4944285\" tg-width=\"400\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>After 2005, the whole steel industry entered a destocking cycle. Xiang Guangda realized that if it didn't change, the enterprise would sooner or later be submerged in the torrent of stainless steel enterprises.</p><p>Xiang Guangda invested 10 billion yuan in research and development of new technologies, took the lead in introducing the internationally advanced rotary kiln-ore heating furnace (RKEF) smelting technology, and led a team to develop a new technology of RKEF-AOD furnace double method, which cut the total energy consumption of stainless steel smelting by 50% and saved 800 yuan per ton cost.</p><p>\"60%-70% of stainless steel is nickel. Who produces nickel? It is produced by foreigners, but we don't produce it ourselves.\" Xiang Guangda put the production of \"nickel\" on the agenda again.</p><p>During the financial crisis in 2008, Xiang Guangda took the opportunity to acquire the Indonesian nickel mine with the highest nickel reserves in the world. Tsingshan Holdings and Indonesia's Eight Star Investment Co., Ltd. jointly established Sulawesi Mining Investment Co., Ltd., and obtained the right to mining laterite nickel ore with an area of 47,000 hectares.</p><p>The mining park was quickly established, and in February 2010, the first nickel produced abroad by a Chinese company was successfully shipped back to China. Qingshan Holding Group has also conquered the technology of purifying high-ice nickel with laterite nickel ore. With one operation, Xiang Guangda has opened up the upstream and downstream of nickel production.</p><p>With \"nickel\" in hand, stainless steel is not worried. Qingshan Holding Group has more than ten stainless steel subsidiaries. From 2009 to 2019, Qingshan Holding's stainless steel output increased from one million tons to 10 million tons, and its sales increased from tens of billions to more than 200 billion yuan. At present, it has secured the throne of the world's largest stainless steel manufacturer.</p><p>Xiang Guangda has also become a frequent visitor at the local government enterprise symposium.</p><p><img src=\"https://static.tigerbbs.com/c46ceaa170e4d055c8235a32992a6dfb\" tg-width=\"618\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In 2021, Tsingshan Holding Group's total revenue reached 292.892 billion, ranking 279th among the world's top 500. According to Tianyan, Xiang Guangda occupies 48.45% of the equity of Qingshan Holding Group through various paths, and is the actual controller of the group.</p><p><img src=\"https://static.tigerbbs.com/684284868a43986c93078ec1487797ce\" tg-width=\"507\" tg-height=\"760\" referrerpolicy=\"no-referrer\"/></p><p>▲ Ownership Structure of Tsingshan Holdings/Screenshot of Tianyan Check</p><p>In recent years, the new energy industry has gradually emerged, especially after 2020, and new energy has become the hottest track at present. The market value of A-share CATL and BYD exceeded one trillion yuan, and Tesla's market value even exceeded the combined market value of several established car companies.</p><p>The new energy industry is short of nickel, and Xiang Guangda has a lot in his hands. Tsingshan Holding's nickel output was 600,000 tons in 2021, 850,000 tons in 2022, accounting for 30% of the global total, and 1.1 million tons in 2023.</p><p>Holding nearly 30% of the world's nickel output, it can be said that Xiang Guangda is a proper \"king of nickel\", and he has also pinched the life gate of the new energy automobile industry to death.</p><p>Not satisfied is just \"working\" for new energy vehicles. At present, Qingshan Group has joined hands with Xugong Group to enter the new energy automobile industry.</p><p>It is just that there are many people who are popular, and the pigs on the outlet are also the easiest targets to be attacked. Xiang Guangda, who had survived this \"calamity\" safely, still had to be careful. He had too much \"nickel\" in his hands, which was too tempting.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed3f5a82dbe41eeb1131b5fe7f4f8e37","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128701140","content_text":"这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。时隔三个多月，全地球人都知道的“妖镍逼空大战”，终于告一段落：温州首富项光达和他的青山集团全身而退，华尔街巨头摩根大通割肉出局，亏了1.2亿美金（约8亿人民币）。▲青山控股实控人项光达/图源：网络6月29日消息，青山控股集团安全退出了伦敦金属交易所（LME）的大部分镍空头头寸。持仓规模已经缩减至3万吨左右，远低于事发时的超15万吨的峰值，且这些头寸都不是通过摩根大通持有。这很可能是双方协商的结果，青山集团给华尔街大佬留了体面，否则根据当时的情况，1.2亿美金是远远不够的。关注这个事情的朋友可能还“懵着”，传说中的幕后黑手不是瑞士大宗商品巨鳄“嘉能可”吗，怎么最后亏损的是摩根大通？这三个月到底发生了什么？/青山反杀，华尔街失算/简单梳理一下伦镍事件的整个过程：2022年3月7日伦镍期货从2.9万美元/吨，飙涨到5.5万美元/吨，创15年内新高。3月8日伦镍期货从6万美元/吨直线拉升到10万美元/吨，整个过程不超过1小时。3月8日8时15分（英国时间），伦金所暂停所有镍合约的交易，并取消3月8日0点之后的交易，俗称“拔网线”。3月9日，项光达承认被外国资本逼空，已通过多种渠道获得充足现货。3月15日，青山集团表示与期货银行债权人组成的银团达成“静默协议”。期间不会对青山的持仓进行平仓，此后青山集团会减少持仓。3月16日，伦金所镍交易恢复。6月29日，青山集团退出了伦金所的大部分镍空头头寸，事件结束。读到这里，不了解其中细节的人还会有疑问，为什么是青山集团被华尔街资本盯上了呢？还真不能怪华尔街资本，青山集团把自己养成“唐僧肉”，谁不想吃呢。青山集团在此事上有三大致命漏洞：1、青山集团生产的镍，与伦金所交易的交割品不一样。伦金所交割品是纯度高达99.8%以上的电解镍，而青山集团生产的镍只有70%左右高冰镍和含量10%左右的镍铁。2、青山集团的对冲操作有问题。当时它买了20万吨期货空单，但整个伦金所镍库存只有8万吨，也就是说把伦金所的镍都买了，也凑不齐它期货空单的一半。3、平常青山集团遇到交割期，会跟俄罗斯买镍平仓。俄乌冲突导致市场逻辑逆转，俄罗斯的镍被禁运，青山集团没有及时对这一消息有所反应。综上，青山集团虽然家底丰厚，但在这张牌桌上，它把好牌都出了，手里只有“1对3”，别人出什么牌都要不起。遇到这种情况，天生嗜血的华尔街资本，怎么可能放过这场看似“必赢”的围猎。华尔街以前也不是没干过这种事。所以，华尔街资本于3月7日、3月8日两日快速拉升镍期货价格，将两三万美金的东西快速拉升到10万美金，顺带破了“任何一种资产价格波动的最高纪录。”当时的情况就是，青山集团拿不出货就得赔钱上千亿，没钱就得卖印尼的镍矿，中国企业辛辛苦苦建立的新能源产业链，恐将遭到狠狠一棒槌。这次华尔街失算了，金融领域华尔街还是天下第一，但他们的对手也不是没有长进。中国企业通过多年的努力，已经获得了丰富的市场经验和丰厚的资本，被别人摁在地上暴打时，还是有能力反击的。虽然当时还不知道谁下手的，但3月9日，青山集团的反杀就开始了。青山控股回应称，将用旗下高冰镍置换国内金属镍板，已通过多种渠道调配到充足现货进行交割。从小道消息来看，当时业内好几家大型企业都参与到了此次的置换，可谓是众志成城。项光达的原话是：“接到很多电话，国家有关部门和领导对青山都很支持。”那么，最后的结果为什么不是青山集团拿出20万吨镍交割品，交给华尔街接盘侠，让他们拿货无处存放，最后只能低价出售，赔上百亿美金呢？凑了20万吨镍交割品固然能够解决燃眉之急，但这么多镍交出去，国内企业该怎么办？难道所有企业都停止生产，等上几个月，新镍生产出来再恢复生产？这么做，固然很解气，付出的代价也太大了。项光达作为成熟的企业家，3月9日到3月15日，他在能拿出20万吨交割品的底气下，同对手进行了谈判，最终达成了“静默协议”。从6月29日的消息来看，青山集团缩减了空头头寸让自己转危为安，华尔街机构虽然赔了点小钱，但避免了损失扩大化，算是两边都能接受的结果。/谁是“妖镍大战”真正的幕后黑手？/3月初事件发生时，有人按过计算器，说当时青山集团可能亏损80亿到120亿美金，折合人民币上千亿。逼空这么大体量资金，涉及的资金必然不会少。当时有人怀疑大宗商品巨头嘉能可是幕后黑手，目的是为了拿到青山在印尼镍矿60%的股权。嘉能可成立于1974年，是瑞士最大的企业，营业收入高达2151.1亿美元，经营范围覆盖矿产品、能源产品和农产品的供应。但嘉能可不可能自己拿出这么多钱，背后一定有团队。从目前的情况看，至少现在已经逼出来摩根大通和埃利奥特这两头“来自华尔街的狼”。4月，摩根大通第一季财报早就出卖了它，财报显示与镍相关的业务出现了1.2亿美元的亏损。能让华尔街老牌投行一季度在单一期货商品上大亏上亿美元，除了参与了3月的“妖镍逼空”事件，很难有别的理由让人信服。事后相关信息也证明，它是青山集团大量空头头寸的最大交易对手方。而三个月前，在青山逾15万吨的镍空头头寸中，约有5万吨是通过摩根大通场外头寸持有，当时青山控股集团一度欠摩根大通约10亿美元保证金。短短三个月间，摩根大通便陷入了1.2亿美元亏损的泥潭。财务上出了这么大窟窿，负责人总得说点什么吧。摩根大通首席执行官杰米·戴蒙（Jamie Dimon）不情愿地说：“我们本季度有一点亏损，我们会设法渡过难关的。我们会对自己做错了什么，以及伦金所之后可以采取哪些不同措施进行事后分析。”这句话说的很官方，但细品有两重意思：一，他们是在帮客户做事，摩根大通亏了，他们的客户也亏了。至于客户是谁，是不是嘉能可，并没说。二，他们对伦金所“拔网线”的行为是有保留意见的，说不定还得“采取措施”。摩根大通会采取什么措施不好说，但有人已经开始行动了，他们似乎并不认输，还在做最后的挣扎。▲图源/视觉中国根据港交所6月6日发布的公告，6月1日美国著名投资公司“埃利奥特管理公司”向他们发难，认为伦金所“取消2022年3月8日英国时间00：00之后交易的行为不合法。”埃利奥特旗下两只对冲基金将港交所和其子公司伦金所（LME）及其清算公司LME Clear Limite告上英国高等法院，准备索赔约4.56亿美元，约30亿人民币。埃利奥特管理公司成立于1977年，2021年底基金管理规模超515亿美元，它是名副其实的华尔街之狼，以强硬、激进、狠辣的投资风格闻名。埃利奥特到底有多凶狠？它能让一个国家不得安生。2000年底，阿根廷动荡不安，半个月连续换了5任总统，高达1500亿美元的外债无力偿还。正当其他金融机构避之不及时，埃利奥特用6.17亿美元抄底阿根廷国债。此后9年时间里，阿根廷为了重振经济提出债务重组方案，埃利奥特为首的债权人2次无情拒绝，还将阿根廷告上美国法庭。想象不到这招有多狠，可以类比现在债权人不同意恒大重组，恒大会怎样。2017年6月16日，美国最高法院最终判决阿根廷败诉。阿根廷含泪拿出了22.8亿美元和解，这一单埃利奥特赚了3.7倍，但每一分钱都是阿根廷人民的血汗钱。至于到底有多少华尔街的资本机构参与此事，目前还不明确。如果埃利奥特能从与港交所的官司中获胜，或许有可能看到。因为“分肉”的时候，华尔街的狼才会愿意倾巢出动。/“中国镍王”捏住马斯克们命门？ /据《每日经济新闻》报道，嘉能可相关人员在回复是否参与此事时表示，“上述这种说法完全是胡说八道（total nonsense）。”但报道中也同时指出有行内人员认为嘉能可即使没有直接参与，也是这一波行情的间接参与者。市场之所以这样猜测，是因为在全球范围内，对于金属镍的争夺已经进入白热化的阶段。镍是制造新能源三元锂电池的重要原材料之一，在电池总成本中占比将近30%，如果是高镍、超高镍电池这个比例还将更高。但镍元素在全世界分布不均，开采难度大。“镍焦虑”是新能源汽车大佬的普遍问题，连特斯拉CEO马斯克都说，镍原料的短缺是影响电动车电池生产的最大障碍。数据显示，2021年3月至2022年3月，伦金所的镍库存持续下降，降幅接近70%。主要原因是镍交割品被大量买去用于制造新能源电池。预计2023年-2025年镍的缺口分别为-2.56万吨、-2.79万吨、-6.53万吨。这不就是老天爷端着饭碗给项光达喂饭吗？1958年项光达出生于温州龙湾沙城镇的一个普通工人家庭。毕业后在国企干了八年，还当上了车间主任。1988年，项光达准备“三十而立”，他放弃了当时人人羡慕的“铁饭碗”，联合张积敏等亲戚合伙创办了“浙江瓯海汽车门窗制造公司”。由于注重研发，项光达的汽车门窗生意很好。1993年底，他与中国一汽车轮厂联合开发汽车轮辋钢，并投资2400万元，成立“浙江丰业异型钢公司”。并于1995年改组公司，成立“浙江丰业集团有限公司”，正式进入不锈钢行业。2005年之后，整个钢铁行业进入去库存周期。项光达意识到，如果不改变，企业迟早淹没在不锈钢企业的洪流中。项光达拿出100亿投入研发新技术，率先引进国际先进的回转窑—矿热炉（RKEF）冶炼工艺，又带队研发出RKEF—AOD炉双联法新技术，把不锈钢冶炼的总能耗砍掉了50%，每吨成本节省800元。“不锈钢60%--70%都是镍，那镍是谁来生产的？是老外生产的，我们自己没有生产。”项光达又将生产“镍”提到了议事日程。2008年金融危机时，项光达趁机收购了全球镍储量最高的印尼镍矿。青山控股与印尼八星投资有限公司合资设立苏拉威西矿业投资有限公司，获得了面积为4.70万公顷的红土镍矿开采权。矿业园区很快建立，2010年2月，第一次由中国公司在国外生产的镍顺利装船回国。青山控股集团又攻克了用红土镍矿提纯高冰镍的技术，一通操作下来，项光达已经打通了镍生产的上下游。有“镍”在手，不锈钢不愁。青山控股集团旗下有十多家不锈钢类子公司，2009年至2019年，青山控股不锈钢产量从百万吨增至千万吨，销售额从几百亿增至2000多亿元，目前已经坐稳全球最大不锈钢生产企业的宝座。项光达也成为当地政府企业座谈会上的常客。2021年青山控股集团总营收高达2928.92亿，位列世界500强第279位。天眼查显示，项光达通过各种路径，占有青山控股集团的股权比例高达48.45%，是集团的实际控制人。▲青山控股股权结构/天眼查截图这些年，新能源产业逐步兴起，尤其是2020年之后，新能源成为当下最火的赛道，没有之一。A股的宁德时代、比亚迪市值破万亿，特斯拉的市值甚至超过几家老牌汽车公司市值总和。新能源行业缺镍，项光达手里有很多。青山控股2021年镍产量为60万吨，2022年将达到85万吨占到全球总量的30%，2023年更将达到110万吨。手握全球近30%的镍产量，可以说，项光达是妥妥的“镍之王”，也把新能源汽车行业的命门捏得死死的。不满足只是给新能源汽车“打工”，目前青山集团已携手徐工集团，入局新能源汽车产业。只是人红是非多，风口上的猪也是最容易被下手的对象。安然渡过这一“劫”的项光达，还是要小心，他手上的“镍”太多，太诱人了。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044862282,"gmtCreate":1656731800646,"gmtModify":1676535886315,"author":{"id":"4118888674291832","authorId":"4118888674291832","name":"Hui 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