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2021-08-11

okk

Senate: Enough votes to approve $550 billion bipartisan infrastructure legislation

2021-08-06

niu

Goldman Sachs' latest report: 13 charts to see the recent market situation

2021-04-21

good

[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.

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23:34","market":"us","language":"zh","title":"Senate: Enough votes to approve $550 billion bipartisan infrastructure legislation","url":"https://stock-news.laohu8.com/highlight/detail?id=2158470896","media":"华尔街见闻","summary":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","content":"<p><span style=\"text-align:justify;\">The U.S. Senate has enough votes to approve a $550 billion bipartisan infrastructure bill, and voting is still ongoing.</span></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Senate: Enough votes to approve $550 billion bipartisan infrastructure legislation</title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSenate: Enough votes to approve $550 billion bipartisan infrastructure legislation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-10 23:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><span style=\"text-align:justify;\">The U.S. Senate has enough votes to approve a $550 billion bipartisan infrastructure bill, and voting is still ongoing.</span></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/live/a-stock\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158470896","content_text":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899628012,"gmtCreate":1628179838136,"gmtModify":1703502761839,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495252398666385","idStr":"3495252398666385"},"themes":[],"title":"","htmlText":"niu","listText":"niu","text":"niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899628012","repostId":"1157551750","repostType":2,"repost":{"id":"1157551750","kind":"news","pubTimestamp":1628177811,"share":"https://ttm.financial/m/news/1157551750?lang=en_US&edition=fundamental","pubTime":"2021-08-05 23:36","market":"us","language":"zh","title":"Goldman Sachs' latest report: 13 charts to see the recent market situation","url":"https://stock-news.laohu8.com/highlight/detail?id=1157551750","media":"华尔街见闻","summary":"本周将是夏季剩余时间里的流动性高峰；股市的收益率正在向好……","content":"<p>Author: Yu Xudong</p><p>In the latest report,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Traders Scott Rubner, Matthew Fleury, Matthieu Martal, Kavita Vaja, and Jonas Bovbjerg summarize the market in August and beyond with 13 charts.</p><p>1. Currently, liquidity is ample.</p><p>Goldman Sachs believes that this week will be the peak of liquidity for the remainder of the summer, and liquidity will enter a busy week in the coming week.</p><p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>2. Stock returns are improving.</p><p>Goldman Sachs stated that the negative correlation between the SPX (S&P 500) and NDX (Nasdaq) and 30-year yields has turned positive again, indicating that stock market yields are improving.</p><p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>3. Chinese concept stocks diverge again</p><p>Goldman Sachs stated that the performance of Chinese concept stocks has once again diverged: MSCI China's earnings per share excluding the internet sector has increased by 5% year-to-date, while China's internet earnings per share has decreased by 22% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>4. Over the past five years, the implied level of diversification in the US and European markets has been increasing.</p><p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p>5. Because the stock index has been rising, the diversified performance has remained stable.</p><p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>6. Because market volatility had previously peaked, diversification during the pandemic has always been a defensive attribute.</p><p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p>7. The implied volatility of the index has significantly lowered the index's pre- and post-pandemic low.</p><p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>8. The decline in implied index volatility in recent years is partly due to a sharp drop in the level of implied index correlation and a decrease in demand for upward call options in European stock markets.</p><p>The market's implied average single-stock correlation data shows that although the implied volatility of the index has declined since 2015 and again after the pandemic, driving up the level of implied diversification, this is consistent with the sharp decline in the level of implied correlation during the same period.</p><p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>9. In the SX5E (Euro Stoxx 50 Index), the correlation between the returns of t and t-1 is extremely low.</p><p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>10. Since 2020, spread trading has been at a historical low.</p><p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>11. The price difference between the SX5E-SPX has increased significantly.</p><p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>12. A correlation has been achieved between the market's momentum and the EU's cyclical/defensive nature.</p><p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>13. The maturity structure of VOW3 has eased significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs' latest report: 13 charts to see the recent market situation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs' latest report: 13 charts to see the recent market situation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>In the latest report,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Traders Scott Rubner, Matthew Fleury, Matthieu Martal, Kavita Vaja, and Jonas Bovbjerg summarize the market in August and beyond with 13 charts.</p><p>1. Currently, liquidity is ample.</p><p>Goldman Sachs believes that this week will be the peak of liquidity for the remainder of the summer, and liquidity will enter a busy week in the coming week.</p><p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>2. Stock returns are improving.</p><p>Goldman Sachs stated that the negative correlation between the SPX (S&P 500) and NDX (Nasdaq) and 30-year yields has turned positive again, indicating that stock market yields are improving.</p><p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>3. Chinese concept stocks diverge again</p><p>Goldman Sachs stated that the performance of Chinese concept stocks has once again diverged: MSCI China's earnings per share excluding the internet sector has increased by 5% year-to-date, while China's internet earnings per share has decreased by 22% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>4. Over the past five years, the implied level of diversification in the US and European markets has been increasing.</p><p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p>5. Because the stock index has been rising, the diversified performance has remained stable.</p><p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>6. Because market volatility had previously peaked, diversification during the pandemic has always been a defensive attribute.</p><p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p>7. The implied volatility of the index has significantly lowered the index's pre- and post-pandemic low.</p><p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>8. The decline in implied index volatility in recent years is partly due to a sharp drop in the level of implied index correlation and a decrease in demand for upward call options in European stock markets.</p><p>The market's implied average single-stock correlation data shows that although the implied volatility of the index has declined since 2015 and again after the pandemic, driving up the level of implied diversification, this is consistent with the sharp decline in the level of implied correlation during the same period.</p><p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>9. In the SX5E (Euro Stoxx 50 Index), the correlation between the returns of t and t-1 is extremely low.</p><p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>10. Since 2020, spread trading has been at a historical low.</p><p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>11. The price difference between the SX5E-SPX has increased significantly.</p><p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>12. A correlation has been achieved between the market's momentum and the EU's cyclical/defensive nature.</p><p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>13. The maturity structure of VOW3 has eased significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637261\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9ac23bac84c629134c18540a11264a","relate_stocks":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637261","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157551750","content_text":"作者：于旭东\n在最新的一份报告中，高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为，本周将是夏季剩余时间里的流动性高峰，在未来一周，流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示，目前SPX（标普500指数）和NDX（纳斯达克指数）与30年收益率的负相关再次转为正相关，这意味着股市的收益率正在向好。\n\n3、中概股再次分化\n高盛表示，中概股的走势再度分化：MSCI中国除互联网外的每股盈利年初至今增长5%，而中国互联网每股盈利年初至今下降22%。\n\n4、在过去5年中，美国和欧洲市场的隐含分散水平一直在升高\n\n5、由于股指一直在抬升，因此分散表现一直很稳定\n\n6、由于此前市场波动率曾峰值，因此疫情期间的分散其实一直是防御属性\n\n7、指数隐含波动率大幅拉低了指数疫情前后的低位\n\n8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降，以及欧洲股市对上行看涨期权的需求下降\n市场隐含的平均单只股票相关性数据表明，虽然指数隐含波动率自2015年以来下降，并在疫情之后再次下降，推动隐含分散水平升高，但这与同期隐含相关性水平急剧下降相吻合。\n\n9、SX5E（欧洲斯托克50指数）中t与t-1的回报率相关性极低\n\n10、2020年以后，价差交易处于历史低位\n\n11、目前SX5E-SPX的价差显着上升\n\n12、大盘与动量与欧盟周期性/防御性之间已实现相关性\n\n13. VOW3的期限结构在过去一年中大幅趋于平缓","news_type":1,"symbols_score_info":{"GS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371520823,"gmtCreate":1618961902762,"gmtModify":1704717439621,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495252398666385","idStr":"3495252398666385"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371520823","repostId":"2129825502","repostType":2,"repost":{"id":"2129825502","kind":"news","pubTimestamp":1618961269,"share":"https://ttm.financial/m/news/2129825502?lang=en_US&edition=fundamental","pubTime":"2021-04-21 07:27","market":"us","language":"zh","title":"[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.","url":"https://stock-news.laohu8.com/highlight/detail?id=2129825502","media":"FX168","summary":"台股大盘再创历史新高，稳坐17000点门槛高位，完全无视美国股市全书走跌。成交量达台币4396.69亿元，台积电开低后持续拉回，跌幅收敛至台币1元。台股美国存托凭证涨跌互见，台积电ADR跌0.39%；日月光ADR涨1.41%；联电ADR跌0.11%；中华电信ADR涨0.64%。美国德克萨斯州当局的文件显示，三星正计划在该州奥斯丁市建设170亿美元的晶圆厂房。这意味着，台积电目前不但面临着美国内部的反弹声浪，也持续受到同行三星和英特尔的夹击。","content":"<p><html><body><article>FX168 Financial News Agency (Hong Kong) reports<a href=\"https://laohu8.com/S/TSM\">TSMC</a>South Korea faced backlash from internal protests in the United States.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The launch of new plans to strengthen investment cooperation with the United States indicates a strong wait-and-see attitude among investors.<span>Late-day rally</span>This indicates that the market still has expectations for it to secure the largest investment deal in the United States. The Taiwan stock market hit a new all-time high, firmly holding the 17,000-point threshold, completely ignoring the overall decline in the US stock market. Analysts indicate that the Taiwan dollar has resumed its appreciation trend, and they are bullish before it weakens.</p><p><strong>Yesterday's Taiwan stock market close:</strong></p><p>The Taiwan Stock Exchange Index was caught in a tug-of-war between bulls and bears on Tuesday (April 21) morning, with traditional industry and electronics stocks showing different positions. TSMC (2330) and Sinosteel (2002) rallied at the end of the day, stimulating the Taiwan Stock Exchange Index to break through the 17,300-point threshold and close at a high of 17,323.87 points, up 60.59 points or 0.35%, setting another new historical high. Trading volume reached NT$439.669 billion. TSMC opened lower and continued to pull back, narrowing its decline to NT$1.</p><p><strong>Overnight US stock market trend:</strong></p><p>As the global COVID-19 pandemic worsened and India's outbreak spiraled out of control, US Treasury yields fell. Federal Reserve Chairman Jerome Powell said that despite the improved U.S. economic recovery, most officials believe that interest rates will not be raised until 2024. Corporate earnings reports failed to boost US stocks on Tuesday (April 21).<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring press conference also failed to boost its stock price, with energy and financial stocks leading the decline, airline stocks falling, and all four major U.S. stock indexes closing in the black.</p><p>The Dow Jones Industrial Average fell 256.33 points, or 0.75%, to close at 33,821.30.<span>S&P 500 Index</span>It fell 29.78 points, or 0.72%, to close at 4133.50. The Nasdaq fell 128.50 points, or 0.92%, to close at 13,786.27. The Philadelphia Semiconductor Index fell 49.56 points, or 1.56%, to close at 3121.43.</p><p>Taiwan Stock Exchange American Depositary Receipts<span>ADR</span>TSMC's ADR was mixed, down 0.39%. Sun Moon Solar ADR rose 1.41%;<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>ADR fell 0.11%;<a href=\"https://laohu8.com/S/CHT\">Chunghwa Telecom</a>ADR rose 0.64%.</p><p><strong>Institutional pre-market analysis:</strong></p><p>Jian Boyi, assistant manager at Cathay Securities and Futures Advisory, said that some traditional industry stocks rose sharply before pulling back for consolidation, while electronics stocks also stabilized. Taiwan stocks maintained a rotation of similar stocks. Currently, in the short to medium term...<span>moving average</span>Maintain average amount<span>multi-head arrangement</span>With high-end indicators weakening, the New Taiwan Dollar has resumed its appreciation trend. We are bullish before it weakens.</p><p>Wang Rongxu, an analyst at Wanbao Investment Consulting, said that this surge in traditional industry stocks...<span>Fall below</span>Many investors, despite the rise in stock prices, believe that the market is not over yet for two reasons: firstly, the price-to-earnings ratio is still relatively low, and secondly, the shares are relatively stable. He emphasized that traditional industries and financial stocks are undervalued by the market. Legal representatives hold less than 5% of the total shares in the industry. Domestic investors and ordinary investors mostly hold electronics stocks, with few buying stocks in the industry and financial sectors. Even recently, due to high costs, they sell the stocks immediately after slight fluctuations, thus creating a situation where they are short-selling.</p><p><strong>Key events to watch:</strong></p><p>U.S. Commerce Secretary Gina Raimondo stated at President Biden's $2.25 trillion infrastructure hearing that the United States is completely reliant on semiconductor manufacturing in mainland China and Taiwan, and that the U.S. is facing a national security crisis. The Korea Herald reported that Samsung, recognizing the importance of the meeting between the two leaders, is accelerating the finalization of new plans for U.S. investment, aiming to respond to dialogue between the two governments after the meeting.</p><p>Documents from Texas authorities show that Samsung is planning to build a $17 billion wafer fab in Austin, Texas. Meanwhile, Samsung is also in talks with states such as Arizona and New York, but based on Samsung's current operations and tax incentives, Austin is considered the most likely option. This means that TSMC is not only facing backlash from within the United States, but also continues to be targeted by its peers Samsung and...<a href=\"https://laohu8.com/S/INTC\">Intel</a>A pincer attack.</p><p><strong>Focus stock information:</strong></p><p>Foxconn (2317) chairman Liu Yangwei confirmed that its subsidiaries had indeed contacted memory giant Wanghong (2337) to express interest in a 6-inch wafer fab, but he did not give a clear answer as to whether there would be a bid.</p><p>DRAM manufacturer South Asia Technology (2408) announced that it will build a 12-inch advanced wafer fab with a double-layer cleanroom in Nanlin Science and Technology Park, Taishan, New Taipei City. The fab will adopt its self-developed 10-nanometer process technology and plan to establish EUV extreme ultraviolet lithography production technology. The monthly production capacity is approximately 45,000 wafers. Construction is scheduled to begin at the end of this year, with the first phase of mass production of 15,000 wafers starting in 2024, with a total investment of NT$300 billion.</p><p></article></body></html></p>","source":"tencent","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>[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.</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\">\n[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-04-21 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>FX168 Financial News Agency (Hong Kong) reports<a href=\"https://laohu8.com/S/TSM\">TSMC</a>South Korea faced backlash from internal protests in the United States.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The launch of new plans to strengthen investment cooperation with the United States indicates a strong wait-and-see attitude among investors.<span>Late-day rally</span>This indicates that the market still has expectations for it to secure the largest investment deal in the United States. The Taiwan stock market hit a new all-time high, firmly holding the 17,000-point threshold, completely ignoring the overall decline in the US stock market. Analysts indicate that the Taiwan dollar has resumed its appreciation trend, and they are bullish before it weakens.</p><p><strong>Yesterday's Taiwan stock market close:</strong></p><p>The Taiwan Stock Exchange Index was caught in a tug-of-war between bulls and bears on Tuesday (April 21) morning, with traditional industry and electronics stocks showing different positions. TSMC (2330) and Sinosteel (2002) rallied at the end of the day, stimulating the Taiwan Stock Exchange Index to break through the 17,300-point threshold and close at a high of 17,323.87 points, up 60.59 points or 0.35%, setting another new historical high. Trading volume reached NT$439.669 billion. TSMC opened lower and continued to pull back, narrowing its decline to NT$1.</p><p><strong>Overnight US stock market trend:</strong></p><p>As the global COVID-19 pandemic worsened and India's outbreak spiraled out of control, US Treasury yields fell. Federal Reserve Chairman Jerome Powell said that despite the improved U.S. economic recovery, most officials believe that interest rates will not be raised until 2024. Corporate earnings reports failed to boost US stocks on Tuesday (April 21).<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring press conference also failed to boost its stock price, with energy and financial stocks leading the decline, airline stocks falling, and all four major U.S. stock indexes closing in the black.</p><p>The Dow Jones Industrial Average fell 256.33 points, or 0.75%, to close at 33,821.30.<span>S&P 500 Index</span>It fell 29.78 points, or 0.72%, to close at 4133.50. The Nasdaq fell 128.50 points, or 0.92%, to close at 13,786.27. The Philadelphia Semiconductor Index fell 49.56 points, or 1.56%, to close at 3121.43.</p><p>Taiwan Stock Exchange American Depositary Receipts<span>ADR</span>TSMC's ADR was mixed, down 0.39%. Sun Moon Solar ADR rose 1.41%;<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>ADR fell 0.11%;<a href=\"https://laohu8.com/S/CHT\">Chunghwa Telecom</a>ADR rose 0.64%.</p><p><strong>Institutional pre-market analysis:</strong></p><p>Jian Boyi, assistant manager at Cathay Securities and Futures Advisory, said that some traditional industry stocks rose sharply before pulling back for consolidation, while electronics stocks also stabilized. Taiwan stocks maintained a rotation of similar stocks. Currently, in the short to medium term...<span>moving average</span>Maintain average amount<span>multi-head arrangement</span>With high-end indicators weakening, the New Taiwan Dollar has resumed its appreciation trend. We are bullish before it weakens.</p><p>Wang Rongxu, an analyst at Wanbao Investment Consulting, said that this surge in traditional industry stocks...<span>Fall below</span>Many investors, despite the rise in stock prices, believe that the market is not over yet for two reasons: firstly, the price-to-earnings ratio is still relatively low, and secondly, the shares are relatively stable. He emphasized that traditional industries and financial stocks are undervalued by the market. Legal representatives hold less than 5% of the total shares in the industry. Domestic investors and ordinary investors mostly hold electronics stocks, with few buying stocks in the industry and financial sectors. Even recently, due to high costs, they sell the stocks immediately after slight fluctuations, thus creating a situation where they are short-selling.</p><p><strong>Key events to watch:</strong></p><p>U.S. Commerce Secretary Gina Raimondo stated at President Biden's $2.25 trillion infrastructure hearing that the United States is completely reliant on semiconductor manufacturing in mainland China and Taiwan, and that the U.S. is facing a national security crisis. The Korea Herald reported that Samsung, recognizing the importance of the meeting between the two leaders, is accelerating the finalization of new plans for U.S. investment, aiming to respond to dialogue between the two governments after the meeting.</p><p>Documents from Texas authorities show that Samsung is planning to build a $17 billion wafer fab in Austin, Texas. Meanwhile, Samsung is also in talks with states such as Arizona and New York, but based on Samsung's current operations and tax incentives, Austin is considered the most likely option. This means that TSMC is not only facing backlash from within the United States, but also continues to be targeted by its peers Samsung and...<a href=\"https://laohu8.com/S/INTC\">Intel</a>A pincer attack.</p><p><strong>Focus stock information:</strong></p><p>Foxconn (2317) chairman Liu Yangwei confirmed that its subsidiaries had indeed contacted memory giant Wanghong (2337) to express interest in a 6-inch wafer fab, but he did not give a clear answer as to whether there would be a bid.</p><p>DRAM manufacturer South Asia Technology (2408) announced that it will build a 12-inch advanced wafer fab with a double-layer cleanroom in Nanlin Science and Technology Park, Taishan, New Taipei City. The fab will adopt its self-developed 10-nanometer process technology and plan to establish EUV extreme ultraviolet lithography production technology. The monthly production capacity is approximately 45,000 wafers. Construction is scheduled to begin at the end of this year, with the first phase of mass production of 15,000 wafers starting in 2024, with a total investment of NT$300 billion.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210421073007787ccdd4&s=b\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210421073007787ccdd4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2129825502","content_text":"FX168财经报社(香港)讯 台积电遇美国内部抗议反弹，韩国三星再推与美国强化投资合作的新计划，开低姿态显示出投资者观望氛围浓厚，但尾盘拉升预示着，市场对其获得美国最大投资案仍存有期待。台股大盘再创历史新高，稳坐17000点门槛高位，完全无视美国股市全书走跌。分析师指，台币重启升值态势，在未转弱之前偏多看待。昨日台股收盘：台股指数周二(4月21日)早盘陷多空拉锯，传统产业和电子类股呈现异位，台积电(2330)和中钢(2002)尾盘拉升，刺激台股指数突破17300点门槛，终场收在最高17323.87点，涨60.59点或0.35%，再次写下历史新高。成交量达台币4396.69亿元，台积电开低后持续拉回，跌幅收敛至台币1元。美股隔夜走势：全球新冠疫情恶化，印度疫情呈现失控局面，美债收益率走跌。美联储主席鲍威尔表示，尽管美国经济复苏改善，多数官员认为要等到2024年才会升息。企业财报消息未能提振美股，周二(4月21日)苹果春季发表会也未能激励其股价，能源和金融股领跌，航空股坠落，美国股市四大指数全数收黑。道琼斯指数跌256.33点或0.75%，收33821.30点；标准普尔500指数跌29.78点或0.72%，收4133.50点；纳斯达克指数跌128.50点或0.92%，收13786.27点；费城半导体指数跌49.56点或1.56%，收3121.43点。台股美国存托凭证(ADR)涨跌互见，台积电ADR跌0.39%；日月光ADR涨1.41%；联电ADR跌0.11%；中华电信ADR涨0.64%。机构盘前分析：国泰证期顾问处协理简伯仪表示，部份传统产业股涨多后拉回整理，电子也见到止稳，台股维持类股轮动，目前短中期均线、均量维持多头排列，指标高档钝化，台币重启升值态势，在未转弱之前偏多看待。万宝投顾分析师王荣旭表示，传统产业股这波大涨跌破许多投资者的眼镜，尽管股价已经涨上来，但他认为行情还没有结束原因有两个，首先是本益比还是相对偏低，再来则是筹码相对安定。他强调，传统产业和金融股被市场低估，法人对于传产总持股水位不到5%，内资与一般投资者大多持有电子股，少有传产跟金融股，就算最近追买，也因为成本高，稍微震荡随即就卖出股票，因此形成轧空手的情况。重点关注事件：美国商务部长雷蒙多(Gina Raimondo)在美国总统拜登的2.25万亿美元基础建设听证会上表示，美国完全依赖中国大陆和台湾地区的半导体制造，美国正面临着国家安全危机。韩国先驱报(Korea Herald)撰文指出，韩国三星意识到两国领导人会晤的重要性，正加快敲定美投资的新计划，旨在会晤结束后能回应两国政府的对话。美国德克萨斯州当局的文件显示，三星正计划在该州奥斯丁市建设170亿美元的晶圆厂房。同时，三星也与亚利桑那州、纽约州等进行对话，但依照目前三星的营运状况和税收优惠政策，奥斯丁市被视为是其中最具可能性的选项。这意味着，台积电目前不但面临着美国内部的反弹声浪，也持续受到同行三星和英特尔的夹击。焦点个股信息：鸿海(2317)董事长刘扬伟证实，集团旗下单位的确有跟记忆体大厂旺宏(2337)接触，表达对6吋晶圆厂的兴趣，但他对是否有投标则没有给出明确答案。DRAM 厂南亚科(2408)宣布，将在新北市泰山南林科技园区兴建一座双层无尘室的12吋先进晶圆厂，採用自主研发的10奈米制程技术，规划建置EUV极紫外光微影生产技术，月产能约4.5万片，计画今年底动工，2024 年开始第一阶段1.5万片量产，总投资额达台币3000亿元。","news_type":1,"symbols_score_info":{"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":4479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":892949241,"gmtCreate":1628636839783,"gmtModify":1676529801389,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"title":"","htmlText":"okk","listText":"okk","text":"okk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/892949241","repostId":"2158470896","repostType":4,"repost":{"id":"2158470896","kind":"live","pubTimestamp":1628609681,"share":"https://ttm.financial/m/news/2158470896?lang=en_US&edition=fundamental","pubTime":"2021-08-10 23:34","market":"us","language":"zh","title":"Senate: Enough votes to approve $550 billion bipartisan infrastructure legislation","url":"https://stock-news.laohu8.com/highlight/detail?id=2158470896","media":"华尔街见闻","summary":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","content":"<p><span style=\"text-align:justify;\">The U.S. Senate has enough votes to approve a $550 billion bipartisan infrastructure bill, and voting is still ongoing.</span></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Senate: Enough votes to approve $550 billion bipartisan infrastructure legislation</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\">\nSenate: Enough votes to approve $550 billion bipartisan infrastructure legislation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-10 23:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><span style=\"text-align:justify;\">The U.S. Senate has enough votes to approve a $550 billion bipartisan infrastructure bill, and voting is still ongoing.</span></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/live/a-stock\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41f81b99b97a59da55dd70fd1af475cb","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2158470896","content_text":"美国国会参议院已经有足够票数批准5500亿美元跨党派基建立法草案，投票仍在继续。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899628012,"gmtCreate":1628179838136,"gmtModify":1703502761839,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"title":"","htmlText":"niu","listText":"niu","text":"niu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899628012","repostId":"1157551750","repostType":2,"repost":{"id":"1157551750","kind":"news","pubTimestamp":1628177811,"share":"https://ttm.financial/m/news/1157551750?lang=en_US&edition=fundamental","pubTime":"2021-08-05 23:36","market":"us","language":"zh","title":"Goldman Sachs' latest report: 13 charts to see the recent market situation","url":"https://stock-news.laohu8.com/highlight/detail?id=1157551750","media":"华尔街见闻","summary":"本周将是夏季剩余时间里的流动性高峰；股市的收益率正在向好……","content":"<p>Author: Yu Xudong</p><p>In the latest report,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Traders Scott Rubner, Matthew Fleury, Matthieu Martal, Kavita Vaja, and Jonas Bovbjerg summarize the market in August and beyond with 13 charts.</p><p>1. Currently, liquidity is ample.</p><p>Goldman Sachs believes that this week will be the peak of liquidity for the remainder of the summer, and liquidity will enter a busy week in the coming week.</p><p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>2. Stock returns are improving.</p><p>Goldman Sachs stated that the negative correlation between the SPX (S&P 500) and NDX (Nasdaq) and 30-year yields has turned positive again, indicating that stock market yields are improving.</p><p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>3. Chinese concept stocks diverge again</p><p>Goldman Sachs stated that the performance of Chinese concept stocks has once again diverged: MSCI China's earnings per share excluding the internet sector has increased by 5% year-to-date, while China's internet earnings per share has decreased by 22% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>4. Over the past five years, the implied level of diversification in the US and European markets has been increasing.</p><p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p>5. Because the stock index has been rising, the diversified performance has remained stable.</p><p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>6. Because market volatility had previously peaked, diversification during the pandemic has always been a defensive attribute.</p><p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p>7. The implied volatility of the index has significantly lowered the index's pre- and post-pandemic low.</p><p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>8. The decline in implied index volatility in recent years is partly due to a sharp drop in the level of implied index correlation and a decrease in demand for upward call options in European stock markets.</p><p>The market's implied average single-stock correlation data shows that although the implied volatility of the index has declined since 2015 and again after the pandemic, driving up the level of implied diversification, this is consistent with the sharp decline in the level of implied correlation during the same period.</p><p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>9. In the SX5E (Euro Stoxx 50 Index), the correlation between the returns of t and t-1 is extremely low.</p><p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>10. Since 2020, spread trading has been at a historical low.</p><p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>11. The price difference between the SX5E-SPX has increased significantly.</p><p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>12. A correlation has been achieved between the market's momentum and the EU's cyclical/defensive nature.</p><p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>13. The maturity structure of VOW3 has eased significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs' latest report: 13 charts to see the recent market situation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs' latest report: 13 charts to see the recent market situation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 23:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>In the latest report,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Traders Scott Rubner, Matthew Fleury, Matthieu Martal, Kavita Vaja, and Jonas Bovbjerg summarize the market in August and beyond with 13 charts.</p><p>1. Currently, liquidity is ample.</p><p>Goldman Sachs believes that this week will be the peak of liquidity for the remainder of the summer, and liquidity will enter a busy week in the coming week.</p><p><img src=\"https://static.tigerbbs.com/880861172ccda951f035a472f7c005ed\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>2. Stock returns are improving.</p><p>Goldman Sachs stated that the negative correlation between the SPX (S&P 500) and NDX (Nasdaq) and 30-year yields has turned positive again, indicating that stock market yields are improving.</p><p><img src=\"https://static.tigerbbs.com/3a540a0743e9a23a96f8beafc4fff7eb\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>3. Chinese concept stocks diverge again</p><p>Goldman Sachs stated that the performance of Chinese concept stocks has once again diverged: MSCI China's earnings per share excluding the internet sector has increased by 5% year-to-date, while China's internet earnings per share has decreased by 22% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/91b30abbf71994074119b1beb495c6e5\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>4. Over the past five years, the implied level of diversification in the US and European markets has been increasing.</p><p><img src=\"https://static.tigerbbs.com/6b72aeb35466d17504a5405a0bfed2bb\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p><p>5. Because the stock index has been rising, the diversified performance has remained stable.</p><p><img src=\"https://static.tigerbbs.com/c7080126e3fc55e4fe89d3da0618d899\" tg-width=\"500\" tg-height=\"370\" referrerpolicy=\"no-referrer\"></p><p>6. Because market volatility had previously peaked, diversification during the pandemic has always been a defensive attribute.</p><p><img src=\"https://static.tigerbbs.com/c661876c062e2f07e1d93bf5446775d1\" tg-width=\"500\" tg-height=\"358\" referrerpolicy=\"no-referrer\"></p><p>7. The implied volatility of the index has significantly lowered the index's pre- and post-pandemic low.</p><p><img src=\"https://static.tigerbbs.com/42a018affb9b1e72964b75c3e594f27b\" tg-width=\"500\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p><p>8. The decline in implied index volatility in recent years is partly due to a sharp drop in the level of implied index correlation and a decrease in demand for upward call options in European stock markets.</p><p>The market's implied average single-stock correlation data shows that although the implied volatility of the index has declined since 2015 and again after the pandemic, driving up the level of implied diversification, this is consistent with the sharp decline in the level of implied correlation during the same period.</p><p><img src=\"https://static.tigerbbs.com/8c1d87e3b1e4b9d79e5d7dfcd2f90d42\" tg-width=\"500\" tg-height=\"363\" referrerpolicy=\"no-referrer\"></p><p>9. In the SX5E (Euro Stoxx 50 Index), the correlation between the returns of t and t-1 is extremely low.</p><p><img src=\"https://static.tigerbbs.com/af84b6b55759c333bfa86662821e87ec\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>10. Since 2020, spread trading has been at a historical low.</p><p><img src=\"https://static.tigerbbs.com/696c3dc2ca2b98fc30fd17871f9f1bd3\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>11. The price difference between the SX5E-SPX has increased significantly.</p><p><img src=\"https://static.tigerbbs.com/327b9f40bb004f0ec9911d0bcab037b6\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>12. A correlation has been achieved between the market's momentum and the EU's cyclical/defensive nature.</p><p><img src=\"https://static.tigerbbs.com/769d2e8bfbdd51389a15828d71dd1d71\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p><p>13. The maturity structure of VOW3 has eased significantly over the past year.</p><p><img src=\"https://static.tigerbbs.com/55de07d0c110be49ba2310e4e387c513\" tg-width=\"500\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637261\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9ac23bac84c629134c18540a11264a","relate_stocks":{".DJI":"道琼斯","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3637261","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157551750","content_text":"作者：于旭东\n在最新的一份报告中，高盛交易员Scott Rubner、Matthew Fleury、Matthieu Martal、Kavita Vaja和Jonas Bovbjerg用13张图总结了8月及过去的市场。\n1、目前流动性充裕\n高盛认为，本周将是夏季剩余时间里的流动性高峰，在未来一周，流动性将进入繁忙的一周。\n\n2、股票的收益率正在向好\n高盛表示，目前SPX（标普500指数）和NDX（纳斯达克指数）与30年收益率的负相关再次转为正相关，这意味着股市的收益率正在向好。\n\n3、中概股再次分化\n高盛表示，中概股的走势再度分化：MSCI中国除互联网外的每股盈利年初至今增长5%，而中国互联网每股盈利年初至今下降22%。\n\n4、在过去5年中，美国和欧洲市场的隐含分散水平一直在升高\n\n5、由于股指一直在抬升，因此分散表现一直很稳定\n\n6、由于此前市场波动率曾峰值，因此疫情期间的分散其实一直是防御属性\n\n7、指数隐含波动率大幅拉低了指数疫情前后的低位\n\n8、近年来指数隐含波动率下降的部分原因是指数隐含相关性水平急剧下降，以及欧洲股市对上行看涨期权的需求下降\n市场隐含的平均单只股票相关性数据表明，虽然指数隐含波动率自2015年以来下降，并在疫情之后再次下降，推动隐含分散水平升高，但这与同期隐含相关性水平急剧下降相吻合。\n\n9、SX5E（欧洲斯托克50指数）中t与t-1的回报率相关性极低\n\n10、2020年以后，价差交易处于历史低位\n\n11、目前SX5E-SPX的价差显着上升\n\n12、大盘与动量与欧盟周期性/防御性之间已实现相关性\n\n13. VOW3的期限结构在过去一年中大幅趋于平缓","news_type":1,"symbols_score_info":{"GS":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371520823,"gmtCreate":1618961902762,"gmtModify":1704717439621,"author":{"id":"3495252398666385","authorId":"3495252398666385","name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495252398666385","authorIdStr":"3495252398666385"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371520823","repostId":"2129825502","repostType":2,"repost":{"id":"2129825502","kind":"news","pubTimestamp":1618961269,"share":"https://ttm.financial/m/news/2129825502?lang=en_US&edition=fundamental","pubTime":"2021-04-21 07:27","market":"us","language":"zh","title":"[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.","url":"https://stock-news.laohu8.com/highlight/detail?id=2129825502","media":"FX168","summary":"台股大盘再创历史新高，稳坐17000点门槛高位，完全无视美国股市全书走跌。成交量达台币4396.69亿元，台积电开低后持续拉回，跌幅收敛至台币1元。台股美国存托凭证涨跌互见，台积电ADR跌0.39%；日月光ADR涨1.41%；联电ADR跌0.11%；中华电信ADR涨0.64%。美国德克萨斯州当局的文件显示，三星正计划在该州奥斯丁市建设170亿美元的晶圆厂房。这意味着，台积电目前不但面临着美国内部的反弹声浪，也持续受到同行三星和英特尔的夹击。","content":"<p><html><body><article>FX168 Financial News Agency (Hong Kong) reports<a href=\"https://laohu8.com/S/TSM\">TSMC</a>South Korea faced backlash from internal protests in the United States.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The launch of new plans to strengthen investment cooperation with the United States indicates a strong wait-and-see attitude among investors.<span>Late-day rally</span>This indicates that the market still has expectations for it to secure the largest investment deal in the United States. The Taiwan stock market hit a new all-time high, firmly holding the 17,000-point threshold, completely ignoring the overall decline in the US stock market. Analysts indicate that the Taiwan dollar has resumed its appreciation trend, and they are bullish before it weakens.</p><p><strong>Yesterday's Taiwan stock market close:</strong></p><p>The Taiwan Stock Exchange Index was caught in a tug-of-war between bulls and bears on Tuesday (April 21) morning, with traditional industry and electronics stocks showing different positions. TSMC (2330) and Sinosteel (2002) rallied at the end of the day, stimulating the Taiwan Stock Exchange Index to break through the 17,300-point threshold and close at a high of 17,323.87 points, up 60.59 points or 0.35%, setting another new historical high. Trading volume reached NT$439.669 billion. TSMC opened lower and continued to pull back, narrowing its decline to NT$1.</p><p><strong>Overnight US stock market trend:</strong></p><p>As the global COVID-19 pandemic worsened and India's outbreak spiraled out of control, US Treasury yields fell. Federal Reserve Chairman Jerome Powell said that despite the improved U.S. economic recovery, most officials believe that interest rates will not be raised until 2024. Corporate earnings reports failed to boost US stocks on Tuesday (April 21).<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring press conference also failed to boost its stock price, with energy and financial stocks leading the decline, airline stocks falling, and all four major U.S. stock indexes closing in the black.</p><p>The Dow Jones Industrial Average fell 256.33 points, or 0.75%, to close at 33,821.30.<span>S&P 500 Index</span>It fell 29.78 points, or 0.72%, to close at 4133.50. The Nasdaq fell 128.50 points, or 0.92%, to close at 13,786.27. The Philadelphia Semiconductor Index fell 49.56 points, or 1.56%, to close at 3121.43.</p><p>Taiwan Stock Exchange American Depositary Receipts<span>ADR</span>TSMC's ADR was mixed, down 0.39%. Sun Moon Solar ADR rose 1.41%;<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>ADR fell 0.11%;<a href=\"https://laohu8.com/S/CHT\">Chunghwa Telecom</a>ADR rose 0.64%.</p><p><strong>Institutional pre-market analysis:</strong></p><p>Jian Boyi, assistant manager at Cathay Securities and Futures Advisory, said that some traditional industry stocks rose sharply before pulling back for consolidation, while electronics stocks also stabilized. Taiwan stocks maintained a rotation of similar stocks. Currently, in the short to medium term...<span>moving average</span>Maintain average amount<span>multi-head arrangement</span>With high-end indicators weakening, the New Taiwan Dollar has resumed its appreciation trend. We are bullish before it weakens.</p><p>Wang Rongxu, an analyst at Wanbao Investment Consulting, said that this surge in traditional industry stocks...<span>Fall below</span>Many investors, despite the rise in stock prices, believe that the market is not over yet for two reasons: firstly, the price-to-earnings ratio is still relatively low, and secondly, the shares are relatively stable. He emphasized that traditional industries and financial stocks are undervalued by the market. Legal representatives hold less than 5% of the total shares in the industry. Domestic investors and ordinary investors mostly hold electronics stocks, with few buying stocks in the industry and financial sectors. Even recently, due to high costs, they sell the stocks immediately after slight fluctuations, thus creating a situation where they are short-selling.</p><p><strong>Key events to watch:</strong></p><p>U.S. Commerce Secretary Gina Raimondo stated at President Biden's $2.25 trillion infrastructure hearing that the United States is completely reliant on semiconductor manufacturing in mainland China and Taiwan, and that the U.S. is facing a national security crisis. The Korea Herald reported that Samsung, recognizing the importance of the meeting between the two leaders, is accelerating the finalization of new plans for U.S. investment, aiming to respond to dialogue between the two governments after the meeting.</p><p>Documents from Texas authorities show that Samsung is planning to build a $17 billion wafer fab in Austin, Texas. Meanwhile, Samsung is also in talks with states such as Arizona and New York, but based on Samsung's current operations and tax incentives, Austin is considered the most likely option. This means that TSMC is not only facing backlash from within the United States, but also continues to be targeted by its peers Samsung and...<a href=\"https://laohu8.com/S/INTC\">Intel</a>A pincer attack.</p><p><strong>Focus stock information:</strong></p><p>Foxconn (2317) chairman Liu Yangwei confirmed that its subsidiaries had indeed contacted memory giant Wanghong (2337) to express interest in a 6-inch wafer fab, but he did not give a clear answer as to whether there would be a bid.</p><p>DRAM manufacturer South Asia Technology (2408) announced that it will build a 12-inch advanced wafer fab with a double-layer cleanroom in Nanlin Science and Technology Park, Taishan, New Taipei City. The fab will adopt its self-developed 10-nanometer process technology and plan to establish EUV extreme ultraviolet lithography production technology. The monthly production capacity is approximately 45,000 wafers. Construction is scheduled to begin at the end of this year, with the first phase of mass production of 15,000 wafers starting in 2024, with a total investment of NT$300 billion.</p><p></article></body></html></p>","source":"tencent","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>[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.</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\">\n[Taiwan Stocks Take a Look] Continuously Hitting Highs! TSMC returns to a stable focus, driving its weighted index to a record high. Looking ahead, the market is bullish, firmly holding the 17,000 threshold.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FX168</strong><span class=\"h-time small\">2021-04-21 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>FX168 Financial News Agency (Hong Kong) reports<a href=\"https://laohu8.com/S/TSM\">TSMC</a>South Korea faced backlash from internal protests in the United States.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The launch of new plans to strengthen investment cooperation with the United States indicates a strong wait-and-see attitude among investors.<span>Late-day rally</span>This indicates that the market still has expectations for it to secure the largest investment deal in the United States. The Taiwan stock market hit a new all-time high, firmly holding the 17,000-point threshold, completely ignoring the overall decline in the US stock market. Analysts indicate that the Taiwan dollar has resumed its appreciation trend, and they are bullish before it weakens.</p><p><strong>Yesterday's Taiwan stock market close:</strong></p><p>The Taiwan Stock Exchange Index was caught in a tug-of-war between bulls and bears on Tuesday (April 21) morning, with traditional industry and electronics stocks showing different positions. TSMC (2330) and Sinosteel (2002) rallied at the end of the day, stimulating the Taiwan Stock Exchange Index to break through the 17,300-point threshold and close at a high of 17,323.87 points, up 60.59 points or 0.35%, setting another new historical high. Trading volume reached NT$439.669 billion. TSMC opened lower and continued to pull back, narrowing its decline to NT$1.</p><p><strong>Overnight US stock market trend:</strong></p><p>As the global COVID-19 pandemic worsened and India's outbreak spiraled out of control, US Treasury yields fell. Federal Reserve Chairman Jerome Powell said that despite the improved U.S. economic recovery, most officials believe that interest rates will not be raised until 2024. Corporate earnings reports failed to boost US stocks on Tuesday (April 21).<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring press conference also failed to boost its stock price, with energy and financial stocks leading the decline, airline stocks falling, and all four major U.S. stock indexes closing in the black.</p><p>The Dow Jones Industrial Average fell 256.33 points, or 0.75%, to close at 33,821.30.<span>S&P 500 Index</span>It fell 29.78 points, or 0.72%, to close at 4133.50. The Nasdaq fell 128.50 points, or 0.92%, to close at 13,786.27. The Philadelphia Semiconductor Index fell 49.56 points, or 1.56%, to close at 3121.43.</p><p>Taiwan Stock Exchange American Depositary Receipts<span>ADR</span>TSMC's ADR was mixed, down 0.39%. Sun Moon Solar ADR rose 1.41%;<a href=\"https://laohu8.com/S/UMC\">United Mobile</a>ADR fell 0.11%;<a href=\"https://laohu8.com/S/CHT\">Chunghwa Telecom</a>ADR rose 0.64%.</p><p><strong>Institutional pre-market analysis:</strong></p><p>Jian Boyi, assistant manager at Cathay Securities and Futures Advisory, said that some traditional industry stocks rose sharply before pulling back for consolidation, while electronics stocks also stabilized. Taiwan stocks maintained a rotation of similar stocks. Currently, in the short to medium term...<span>moving average</span>Maintain average amount<span>multi-head arrangement</span>With high-end indicators weakening, the New Taiwan Dollar has resumed its appreciation trend. We are bullish before it weakens.</p><p>Wang Rongxu, an analyst at Wanbao Investment Consulting, said that this surge in traditional industry stocks...<span>Fall below</span>Many investors, despite the rise in stock prices, believe that the market is not over yet for two reasons: firstly, the price-to-earnings ratio is still relatively low, and secondly, the shares are relatively stable. He emphasized that traditional industries and financial stocks are undervalued by the market. Legal representatives hold less than 5% of the total shares in the industry. Domestic investors and ordinary investors mostly hold electronics stocks, with few buying stocks in the industry and financial sectors. Even recently, due to high costs, they sell the stocks immediately after slight fluctuations, thus creating a situation where they are short-selling.</p><p><strong>Key events to watch:</strong></p><p>U.S. Commerce Secretary Gina Raimondo stated at President Biden's $2.25 trillion infrastructure hearing that the United States is completely reliant on semiconductor manufacturing in mainland China and Taiwan, and that the U.S. is facing a national security crisis. The Korea Herald reported that Samsung, recognizing the importance of the meeting between the two leaders, is accelerating the finalization of new plans for U.S. investment, aiming to respond to dialogue between the two governments after the meeting.</p><p>Documents from Texas authorities show that Samsung is planning to build a $17 billion wafer fab in Austin, Texas. Meanwhile, Samsung is also in talks with states such as Arizona and New York, but based on Samsung's current operations and tax incentives, Austin is considered the most likely option. This means that TSMC is not only facing backlash from within the United States, but also continues to be targeted by its peers Samsung and...<a href=\"https://laohu8.com/S/INTC\">Intel</a>A pincer attack.</p><p><strong>Focus stock information:</strong></p><p>Foxconn (2317) chairman Liu Yangwei confirmed that its subsidiaries had indeed contacted memory giant Wanghong (2337) to express interest in a 6-inch wafer fab, but he did not give a clear answer as to whether there would be a bid.</p><p>DRAM manufacturer South Asia Technology (2408) announced that it will build a 12-inch advanced wafer fab with a double-layer cleanroom in Nanlin Science and Technology Park, Taishan, New Taipei City. The fab will adopt its self-developed 10-nanometer process technology and plan to establish EUV extreme ultraviolet lithography production technology. The monthly production capacity is approximately 45,000 wafers. Construction is scheduled to begin at the end of this year, with the first phase of mass production of 15,000 wafers starting in 2024, with a total investment of NT$300 billion.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210421073007787ccdd4&s=b\">FX168</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210421073007787ccdd4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2129825502","content_text":"FX168财经报社(香港)讯 台积电遇美国内部抗议反弹，韩国三星再推与美国强化投资合作的新计划，开低姿态显示出投资者观望氛围浓厚，但尾盘拉升预示着，市场对其获得美国最大投资案仍存有期待。台股大盘再创历史新高，稳坐17000点门槛高位，完全无视美国股市全书走跌。分析师指，台币重启升值态势，在未转弱之前偏多看待。昨日台股收盘：台股指数周二(4月21日)早盘陷多空拉锯，传统产业和电子类股呈现异位，台积电(2330)和中钢(2002)尾盘拉升，刺激台股指数突破17300点门槛，终场收在最高17323.87点，涨60.59点或0.35%，再次写下历史新高。成交量达台币4396.69亿元，台积电开低后持续拉回，跌幅收敛至台币1元。美股隔夜走势：全球新冠疫情恶化，印度疫情呈现失控局面，美债收益率走跌。美联储主席鲍威尔表示，尽管美国经济复苏改善，多数官员认为要等到2024年才会升息。企业财报消息未能提振美股，周二(4月21日)苹果春季发表会也未能激励其股价，能源和金融股领跌，航空股坠落，美国股市四大指数全数收黑。道琼斯指数跌256.33点或0.75%，收33821.30点；标准普尔500指数跌29.78点或0.72%，收4133.50点；纳斯达克指数跌128.50点或0.92%，收13786.27点；费城半导体指数跌49.56点或1.56%，收3121.43点。台股美国存托凭证(ADR)涨跌互见，台积电ADR跌0.39%；日月光ADR涨1.41%；联电ADR跌0.11%；中华电信ADR涨0.64%。机构盘前分析：国泰证期顾问处协理简伯仪表示，部份传统产业股涨多后拉回整理，电子也见到止稳，台股维持类股轮动，目前短中期均线、均量维持多头排列，指标高档钝化，台币重启升值态势，在未转弱之前偏多看待。万宝投顾分析师王荣旭表示，传统产业股这波大涨跌破许多投资者的眼镜，尽管股价已经涨上来，但他认为行情还没有结束原因有两个，首先是本益比还是相对偏低，再来则是筹码相对安定。他强调，传统产业和金融股被市场低估，法人对于传产总持股水位不到5%，内资与一般投资者大多持有电子股，少有传产跟金融股，就算最近追买，也因为成本高，稍微震荡随即就卖出股票，因此形成轧空手的情况。重点关注事件：美国商务部长雷蒙多(Gina Raimondo)在美国总统拜登的2.25万亿美元基础建设听证会上表示，美国完全依赖中国大陆和台湾地区的半导体制造，美国正面临着国家安全危机。韩国先驱报(Korea Herald)撰文指出，韩国三星意识到两国领导人会晤的重要性，正加快敲定美投资的新计划，旨在会晤结束后能回应两国政府的对话。美国德克萨斯州当局的文件显示，三星正计划在该州奥斯丁市建设170亿美元的晶圆厂房。同时，三星也与亚利桑那州、纽约州等进行对话，但依照目前三星的营运状况和税收优惠政策，奥斯丁市被视为是其中最具可能性的选项。这意味着，台积电目前不但面临着美国内部的反弹声浪，也持续受到同行三星和英特尔的夹击。焦点个股信息：鸿海(2317)董事长刘扬伟证实，集团旗下单位的确有跟记忆体大厂旺宏(2337)接触，表达对6吋晶圆厂的兴趣，但他对是否有投标则没有给出明确答案。DRAM 厂南亚科(2408)宣布，将在新北市泰山南林科技园区兴建一座双层无尘室的12吋先进晶圆厂，採用自主研发的10奈米制程技术，规划建置EUV极紫外光微影生产技术，月产能约4.5万片，计画今年底动工，2024 年开始第一阶段1.5万片量产，总投资额达台币3000亿元。","news_type":1,"symbols_score_info":{"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":4479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}