Cosmograph personal page - To The Moon

Cosmograph

Cosmograph

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03-06 09:17

$BABA-W(09988)$ For all the naysayers... 😂. Don't buy hor.

03-04 13:31

Well done china!

China To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10

03-03

Another frustrated sad human... This is not an article that should ever appear on any financial site. It's an opinion piece without any stats

Sorry, the original content has been removed

03-01

$CSPC PHARMA(01093)$

02-25

Let's see how they make the chips without the much needed minerals. The US and chip guys will feel the pain and japan already does... So go ahead and chop of your own legs and see how quick you can "run"

Trump Team Seeks to Toughen Biden’s Chip Controls Over China

02-23

Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩

Sorry, the original content has been removed

02-19

$ANTA SPORTS(02020)$ Steady mainstream brand. Still value buy

02-14

$CSPC PHARMA(01093)$

02-10

means little when it reduces its holdings across and they are net negative...

Matthews Pacific Tiger Fund Reduces Alibaba Group Holding Ltd by 62.53%

02-07

Is planter a good company, yes but at these valuations, you have to ask yourself if the current price is worth it or not for you. Personally its too rich in value for me regardless of what anyone says.. This is a US government backed company.

Sorry, the original content has been removed

02-05

Just print to the moon , lower interest rates & tariff! Simply bully the world over the $ while you can!

Sorry, the original content has been removed

01-31

i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...

NIO: This Stock Isn't Going Anywhere

01-28

$ICBC(01398)$ To the ceiling can already.. 😂😂😂

01-28

Ok... tariff baby... The world is waiting too.. Instead of talking... or did he stutter and could not move to letter r

Trump Pledges Tariffs "Much Bigger" Than 2.5% and on Key Sectors

01-27

bye bye... you can thank Brussels and US..

ASML Could Surge From DeepSeek Revelations

01-22

what a crock of rubbish.. derived from market talk...

Market Chatter: Chinese EV Deliveries Tumble in First 12 Days of 2025

01-20

Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?

Trump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says

01-20

The title is true for traditional car makers.... Bye bye GM, Ford & Stellantis. And add the European ones too..All slaves to the US...

Battery-Powered Cars Had a Banner Year. There's a Risk for Car Stocks. -- Barrons.com

01-20

Buy the FOMO... NOT! Nothing better than seeing literal self enrichment at POTUS & family.

Trump Meme Coin Suddenly Crashes Back As Melania Coin Shock Hits Crypto

01-16

Biden must have forgotten his meds.

TikTok CEO Plans To Attend Trump Inauguration And Biden Looks For Ways To Keep TikTok Available In The U.S.

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> For all the naysayers... 😂. Don't buy hor.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> For all the naysayers... 😂. Don't buy hor.&nbsp;","text":"$BABA-W(09988)$ For all the naysayers... 😂. Don't buy hor.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/410478608425176","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409949904273528,"gmtCreate":1741066313851,"gmtModify":1741066318324,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Well done china!&nbsp;","listText":"Well done china!&nbsp;","text":"Well done china!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409949904273528","repostId":"2516611301","repostType":4,"repost":{"id":"2516611301","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1741065821,"share":"https://ttm.financial/m/news/2516611301?lang=&edition=fundamental","pubTime":"2025-03-04 13:23","market":"us","language":"en","title":"China To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10","url":"https://stock-news.laohu8.com/highlight/detail?id=2516611301","media":"Reuters","summary":"China to impose extra tariffs of 10%-15% on various US products from March 10BEIJING, March 4  - China will impose additional tariffs of 10%-15% on certain U.S. imports from March 10, according to a statement from the Chinese finance ministry on Tuesday.  ","content":"<html><head></head><body><p>March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.</p><h2 id=\"id_1630452165\">COMMENTS:</h2><p><strong>WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY</strong></p><p>\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"</p><p><strong>OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY</strong></p><p>\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"</p><p><strong>EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA</strong></p><p>\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.</p><p>\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"</p><p><strong>ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI</strong></p><p>\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.</p><p>\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>China To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nChina To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-04 13:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.</p><h2 id=\"id_1630452165\">COMMENTS:</h2><p><strong>WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY</strong></p><p>\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"</p><p><strong>OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY</strong></p><p>\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"</p><p><strong>EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA</strong></p><p>\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.</p><p>\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"</p><p><strong>ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI</strong></p><p>\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.</p><p>\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","FXI":"中国大盘股ETF-iShares","HXC":"纳斯达克中国金龙指数","KBA":"KraneShares Bosera MSCI China A 50 Connect Index ETF","MCHI":"中国ETF-iShares MSCI","DRAG":"中国龙ETF-Roundhill","ASHR":"德银沪深300指数ETF","CQQQ":"中国科技指数ETF-Guggenheim","KWEB":"中国海外互联网ETF-KraneShares","YINN":"三倍做多富时中国ETF-Direxion","07226":"XL二南方恒科","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nP8N3JP0AC:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516611301","content_text":"March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.COMMENTS:WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409522527326568,"gmtCreate":1740990538067,"gmtModify":1740991116363,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Another frustrated sad human... This is not an article that should ever appear on any financial site. It's an opinion piece without any stats","listText":"Another frustrated sad human... This is not an article that should ever appear on any financial site. It's an opinion piece without any stats","text":"Another frustrated sad human... This is not an article that should ever appear on any financial site. It's an opinion piece without any stats","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409522527326568","repostId":"2516057206","repostType":2,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":408807371747552,"gmtCreate":1740796134181,"gmtModify":1740796136933,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01093\">$CSPC PHARMA(01093)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01093\">$CSPC PHARMA(01093)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$CSPC PHARMA(01093)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/408807371747552","isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":407308143968312,"gmtCreate":1740458250200,"gmtModify":1740459198158,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Let's see how they make the chips without the much needed minerals. The US and chip guys will feel the pain and japan already does... So go ahead and chop of your own legs and see how quick you can \"run\"","listText":"Let's see how they make the chips without the much needed minerals. The US and chip guys will feel the pain and japan already does... So go ahead and chop of your own legs and see how quick you can \"run\"","text":"Let's see how they make the chips without the much needed minerals. The US and chip guys will feel the pain and japan already does... So go ahead and chop of your own legs and see how quick you can \"run\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/407308143968312","repostId":"1167713381","repostType":4,"repost":{"id":"1167713381","kind":"news","pubTimestamp":1740452738,"share":"https://ttm.financial/m/news/1167713381?lang=&edition=fundamental","pubTime":"2025-02-25 11:05","market":"us","language":"en","title":"Trump Team Seeks to Toughen Biden’s Chip Controls Over China","url":"https://stock-news.laohu8.com/highlight/detail?id=1167713381","media":"Bloomberg","summary":"US, Dutch, Japanese officials met about chip gear maintenanceTrump team eyeing more Nvidia curbs, Chinese company sanctionsDonald Trump’s administration is sketching out tougher versions of US semicon","content":"<html><head></head><body><ul style=\"\"><li><p>US, Dutch, Japanese officials met about chip gear maintenance</p></li><li><p>Trump team eyeing more Nvidia curbs, Chinese company sanctions</p></li></ul><p>Donald Trump’s administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China’s chip industry, an early indication the new US president plans to expand efforts that began under Joe Biden to limit Beijing’s technological prowess.</p><p style=\"text-align: start;\">Trump officials recently met with their Japanese and Dutch counterparts about restricting Tokyo Electron Ltd. and ASML Holding NV engineers from maintaining semiconductor gear in China, according to people familiar with the matter. The aim, which was also a priority for Biden, is to see key allies match China curbs the US has placed on American chip-gear companies, including  <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>,  <a href=\"https://laohu8.com/S/KLAC\">KLA-Tencor</a> and  <a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>.</p><p>The meetings come in addition to early discussions in Washington about sanctions on specific Chinese companies, other people said. Some Trump officials also aim to further restrict the quantity and type of  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> chips that can be exported to China without a license, said some of the people, who asked not to be identified because the deliberations are private. Shares in Japanese chip firms fell after Bloomberg News’s report, led by Tokyo Electron’s 4.4% slide.</p><p style=\"text-align: start;\">The broad goal in Washington is to prevent China from further developing a domestic semiconductor industry that could boost its AI and military capabilities — and Trump appears to be picking up where Biden left off. In some areas, that means pursuing agreements with allies that never came to fruition in the prior administration. In others, it means adopting the priorities of the more hawkish members of Biden’s team, who were unable to build internal consensus on their more aggressive policy aims.</p><p style=\"text-align: start;\">A White House representative did not immediately respond to a request for comment. The Dutch foreign trade ministry and Japanese ministry of economy, trade and industry declined to comment.</p><p>It could take months before the talks produce any new US regulations, as Trump makes staffing decisions at key federal agencies. It also remains to be seen whether allies will be more receptive to the new leadership in Washington. The prior administration had reached a handshake agreement with the Hague on limiting gear maintenance in China, but the Dutch demurred after Trump won the election, two senior Biden officials said. Without regular maintenance and servicing, chip-making equipment from ASML and others can quickly lose its ability to meet the rigorous demands of producing semiconductors.</p><p>Biden’s team also handed off several other priorities to officials on Trump’s national security council, one of those officials said, and the new team was receptive. One key measure is blocking Chinese memory chipmaker ChangXin Memory Technologies Inc. from buying American technology, a step that Biden officials seriously considered but ultimately did not pursue due to opposition from Japan.</p><p>Some officials on Trump’s team also want to intensify restrictions on  <a href=\"https://laohu8.com/S/00981\">SMIC</a> , the main chipmaking partner to Chinese telecom giant Huawei Technologies Co. Biden effectively blocked shipments to some SMIC facilities but established case-by-case review for others, which the officials worry could allow SMIC to purchase tools that are ultimately used at restricted plants. SMIC’s shares erased big losses to gain as much as 2.7% in Hong Kong, in part on expectations of Beijing support.</p><p style=\"text-align: start;\">The new administration is also eyeing curbs on sales of chips that Nvidia designed specifically for China, Bloomberg has reported. Some of Biden’s NSC officials wanted to impose those tighter measures before leaving office, several people said, but then-Commerce Secretary Gina Raimondo declined to pursue them.</p><p>Then there’s the so-called AI diffusion rule, imposed in the final week of Biden’s term. The measure divided the world into three tiers of countries and set maximum thresholds for the AI computing power that can be shipped to each. It also established mechanisms for companies to validate the security of their projects and access higher compute limits.</p><p>The rule, which will impact data center developments everywhere from Southeast Asia to the Middle East, drew harsh rebuke from companies including Nvidia, where Chief Executive Officer Jensen Huang expressed optimism that the Trump administration would opt for a lighter regulatory touch.</p><p>The White House is now seeking to streamline and strengthen that framework, according to several people familiar with the conversations, although what that entails is still in flux.</p><p style=\"text-align: start;\">One idea favored by some in the administration would be to reduce the computing power that can be exported without a license. Under the current restrictions, chipmakers only have to notify the government before exporting the equivalent of as many as 1,700 graphic processing units to most countries. Some Trump officials want to reduce that threshold, people familiar with the matter said, which would expand the scope of the license requirement.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Trump Team Seeks to Toughen Biden’s Chip Controls Over China</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTrump Team Seeks to Toughen Biden’s Chip Controls Over China\n</h2>\n<h4 class=\"meta\">\n\n\n2025-02-25 11:05 GMT+8   <a href=\"https://www.bloomberg.com/news/articles/2025-02-25/trump-administration-seeks-more-restrictions-on-china-tech-weighs-nvidia-curbs\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>US, Dutch, Japanese officials met about chip gear maintenanceTrump team eyeing more Nvidia curbs, Chinese company sanctionsDonald Trump’s administration is sketching out tougher versions of US ...</p>\n<a href=\"https://www.bloomberg.com/news/articles/2025-02-25/trump-administration-seeks-more-restrictions-on-china-tech-weighs-nvidia-curbs\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","ASML":"阿斯麦","KLAC":"科磊","LRCX":"拉姆研究","NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-02-25/trump-administration-seeks-more-restrictions-on-china-tech-weighs-nvidia-curbs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167713381","content_text":"US, Dutch, Japanese officials met about chip gear maintenanceTrump team eyeing more Nvidia curbs, Chinese company sanctionsDonald Trump’s administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China’s chip industry, an early indication the new US president plans to expand efforts that began under Joe Biden to limit Beijing’s technological prowess.Trump officials recently met with their Japanese and Dutch counterparts about restricting Tokyo Electron Ltd. and ASML Holding NV engineers from maintaining semiconductor gear in China, according to people familiar with the matter. The aim, which was also a priority for Biden, is to see key allies match China curbs the US has placed on American chip-gear companies, including  Lam Research,  KLA-Tencor and  Applied Materials.The meetings come in addition to early discussions in Washington about sanctions on specific Chinese companies, other people said. Some Trump officials also aim to further restrict the quantity and type of  NVIDIA chips that can be exported to China without a license, said some of the people, who asked not to be identified because the deliberations are private. Shares in Japanese chip firms fell after Bloomberg News’s report, led by Tokyo Electron’s 4.4% slide.The broad goal in Washington is to prevent China from further developing a domestic semiconductor industry that could boost its AI and military capabilities — and Trump appears to be picking up where Biden left off. In some areas, that means pursuing agreements with allies that never came to fruition in the prior administration. In others, it means adopting the priorities of the more hawkish members of Biden’s team, who were unable to build internal consensus on their more aggressive policy aims.A White House representative did not immediately respond to a request for comment. The Dutch foreign trade ministry and Japanese ministry of economy, trade and industry declined to comment.It could take months before the talks produce any new US regulations, as Trump makes staffing decisions at key federal agencies. It also remains to be seen whether allies will be more receptive to the new leadership in Washington. The prior administration had reached a handshake agreement with the Hague on limiting gear maintenance in China, but the Dutch demurred after Trump won the election, two senior Biden officials said. Without regular maintenance and servicing, chip-making equipment from ASML and others can quickly lose its ability to meet the rigorous demands of producing semiconductors.Biden’s team also handed off several other priorities to officials on Trump’s national security council, one of those officials said, and the new team was receptive. One key measure is blocking Chinese memory chipmaker ChangXin Memory Technologies Inc. from buying American technology, a step that Biden officials seriously considered but ultimately did not pursue due to opposition from Japan.Some officials on Trump’s team also want to intensify restrictions on  SMIC , the main chipmaking partner to Chinese telecom giant Huawei Technologies Co. Biden effectively blocked shipments to some SMIC facilities but established case-by-case review for others, which the officials worry could allow SMIC to purchase tools that are ultimately used at restricted plants. SMIC’s shares erased big losses to gain as much as 2.7% in Hong Kong, in part on expectations of Beijing support.The new administration is also eyeing curbs on sales of chips that Nvidia designed specifically for China, Bloomberg has reported. Some of Biden’s NSC officials wanted to impose those tighter measures before leaving office, several people said, but then-Commerce Secretary Gina Raimondo declined to pursue them.Then there’s the so-called AI diffusion rule, imposed in the final week of Biden’s term. The measure divided the world into three tiers of countries and set maximum thresholds for the AI computing power that can be shipped to each. It also established mechanisms for companies to validate the security of their projects and access higher compute limits.The rule, which will impact data center developments everywhere from Southeast Asia to the Middle East, drew harsh rebuke from companies including Nvidia, where Chief Executive Officer Jensen Huang expressed optimism that the Trump administration would opt for a lighter regulatory touch.The White House is now seeking to streamline and strengthen that framework, according to several people familiar with the conversations, although what that entails is still in flux.One idea favored by some in the administration would be to reduce the computing power that can be exported without a license. Under the current restrictions, chipmakers only have to notify the government before exporting the equivalent of as many as 1,700 graphic processing units to most countries. Some Trump officials want to reduce that threshold, people familiar with the matter said, which would expand the scope of the license requirement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406643756097784,"gmtCreate":1740306305709,"gmtModify":1740309728068,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","listText":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","text":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406643756097784","repostId":"1118151475","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405154723258608,"gmtCreate":1739935764952,"gmtModify":1739935768330,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02020\">$ANTA SPORTS(02020)$&nbsp;</a><v-v data-views=\"1\"></v-v> Steady mainstream brand. Still value buy","listText":"<a href=\"https://ttm.financial/S/02020\">$ANTA SPORTS(02020)$&nbsp;</a><v-v data-views=\"1\"></v-v> Steady mainstream brand. Still value buy","text":"$ANTA SPORTS(02020)$ Steady mainstream brand. Still value buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405154723258608","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403337253032264,"gmtCreate":1739505272455,"gmtModify":1739505274965,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01093\">$CSPC PHARMA(01093)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01093\">$CSPC PHARMA(01093)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$CSPC PHARMA(01093)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403337253032264","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401904281616584,"gmtCreate":1739148756574,"gmtModify":1739148759925,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"means little when it reduces its holdings across and they are net negative...&nbsp;","listText":"means little when it reduces its holdings across and they are net negative...&nbsp;","text":"means little when it reduces its holdings across and they are net negative...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401904281616584","repostId":"2509702906","repostType":2,"repost":{"id":"2509702906","kind":"highlight","pubTimestamp":1738974329,"share":"https://ttm.financial/m/news/2509702906?lang=&edition=fundamental","pubTime":"2025-02-08 08:25","market":"hk","language":"en","title":"Matthews Pacific Tiger Fund Reduces Alibaba Group Holding Ltd by 62.53%","url":"https://stock-news.laohu8.com/highlight/detail?id=2509702906","media":"GuruFocus","summary":"Insight into the Fund's Strategic Moves in Q4 2024 Matthews Pacific Tiger Fund (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2024, revealing strategic investment d","content":"<html><body><div><div><h2>Insight into the Fund's Strategic Moves in Q4 2024</h2> <p><span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2024, revealing strategic investment decisions made during this period. Established in September 1994, the fund aims to achieve its investment objectives by allocating at least 80% of its net assets in the common and preferred stocks of companies located in Asia, excluding Japan. The fund employs a bottom-up, fundamental investment philosophy with a focus on long-term performance. Matthews believes in active management, emphasizing that many regional indices are backward-looking and not indicative of future success. The firm has been investing in Asia since 1991, leveraging its experience to identify companies poised for growth. Matthews conducts over 2,000 company meetings annually to identify sustainable growth prospects, strong business models, and quality management teams.</p><p><img src=\"\"/></p><h3>Summary of New Buy</h3> <p><span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) added a total of 21 stocks, among them:</p><ul><li>The most significant addition was JD.com Inc (HKSE:09618, Financial), with 1,114,650 shares, accounting for 2.37% of the portfolio and a total value of HK$19.35 million.</li> <li>The second largest addition to the portfolio was MediaTek Inc (TPE:2454, Financial), consisting of 362,000 shares, representing approximately 1.91% of the portfolio, with a total value of NT$15.56 million.</li> <li>The third largest addition was AIA Group Ltd (HKSE:01299, Financial), with 1,945,600 shares, accounting for 1.71% of the portfolio and a total value of HK$13.97 million.</li></ul> <h3>Key Position Increases</h3> <p><span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) also increased stakes in a total of 18 stocks, among them:</p><ul><li>The most notable increase was PetroChina Co Ltd (HKSE:00857, Financial), with an additional 17,870,000 shares, bringing the total to 21,146,000 shares. This adjustment represents a significant 545.48% increase in share count, a 1.72% impact on the current portfolio, with a total value of HK$16.54 million.</li> <li>The second largest increase was DBS Group Holdings Ltd (SGX:D05, Financial), with an additional 355,800 shares, bringing the total to 806,100. This adjustment represents a significant 79.01% increase in share count, with a total value of S$25.83 million.</li></ul> <h3>Summary of Sold Out</h3> <p><span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) completely exited 23 holdings in the fourth quarter of 2024, as detailed below:</p><ul><li>Hong Kong Exchanges and Clearing Ltd (HKSE:00388, Financial): <span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) sold all 632,500 shares, resulting in a -2.47% impact on the portfolio.</li> <li>KE Holdings Inc (BEKE, Financial): <span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) liquidated all 936,199 shares, causing a -1.78% impact on the portfolio.</li></ul> <h3>Key Position Reduces</h3> <p><span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio) also reduced positions in 35 stocks. The most significant changes include:</p><ul><li>Reduced Alibaba Group Holding Ltd (HKSE:09988, Financial) by 2,713,200 shares, resulting in a -62.53% decrease in shares and a -3.45% impact on the portfolio. The stock traded at an average price of HK$91.57 during the quarter and has returned 4.55% over the past 3 months and 20.70% year-to-date.</li> <li>Reduced Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330, Financial) by 979,000 shares, resulting in a -27.55% reduction in shares and a -2.82% impact on the portfolio. The stock traded at an average price of NT$1,048 during the quarter and has returned 6.04% over the past 3 months and 4.65% year-to-date.</li></ul> <h3>Portfolio Overview</h3> <p>At the fourth quarter of 2024, <span>Matthews Pacific Tiger Fund</span> (Trades, Portfolio)'s portfolio included 75 stocks. The top holdings included 10.27% in Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330), 5.91% in Tencent Holdings Ltd (HKSE:00700, Financial), 3.17% in DBS Group Holdings Ltd (SGX:D05, Financial), 2.71% in ICICI Bank Ltd (NSE:ICICIBANK, Financial), and 2.56% in HDFC Bank Ltd (NSE:HDFCBANK, Financial).</p><p><img src=\"\"/></p><p>The holdings are mainly concentrated in all 11 industries: Technology, Financial Services, Consumer Cyclical, Communication Services, Industrials, Healthcare, Real Estate, Energy, Utilities, Consumer Defensive, and Basic Materials.</p><p><img src=\"\"/></p><p><em>This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.</em></p></div></div></body></html>","source":"gurufocus_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Matthews Pacific Tiger Fund Reduces Alibaba Group Holding Ltd by 62.53%</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMatthews Pacific Tiger Fund Reduces Alibaba Group Holding Ltd by 62.53%\n</h2>\n<h4 class=\"meta\">\n\n\n2025-02-08 08:25 GMT+8   <a href=\"https://www.gurufocus.com/news/2687970/matthews-pacific-tiger-fund-reduces-alibaba-group-holding-ltd-by-6253\"><strong>GuruFocus</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Insight into the Fund's Strategic Moves in Q4 2024 Matthews Pacific Tiger Fund (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2024, revealing strategic investment ...</p>\n<a href=\"https://www.gurufocus.com/news/2687970/matthews-pacific-tiger-fund-reduces-alibaba-group-holding-ltd-by-6253\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MATW":"马修国际加工","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","09988":"阿里巴巴-W","BK4137":"综合支持服务","BABA":"阿里巴巴"},"source_url":"https://www.gurufocus.com/news/2687970/matthews-pacific-tiger-fund-reduces-alibaba-group-holding-ltd-by-6253","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509702906","content_text":"Insight into the Fund's Strategic Moves in Q4 2024 Matthews Pacific Tiger Fund (Trades, Portfolio) recently submitted its N-PORT filing for the fourth quarter of 2024, revealing strategic investment decisions made during this period. Established in September 1994, the fund aims to achieve its investment objectives by allocating at least 80% of its net assets in the common and preferred stocks of companies located in Asia, excluding Japan. The fund employs a bottom-up, fundamental investment philosophy with a focus on long-term performance. Matthews believes in active management, emphasizing that many regional indices are backward-looking and not indicative of future success. The firm has been investing in Asia since 1991, leveraging its experience to identify companies poised for growth. Matthews conducts over 2,000 company meetings annually to identify sustainable growth prospects, strong business models, and quality management teams.Summary of New Buy Matthews Pacific Tiger Fund (Trades, Portfolio) added a total of 21 stocks, among them:The most significant addition was JD.com Inc (HKSE:09618, Financial), with 1,114,650 shares, accounting for 2.37% of the portfolio and a total value of HK$19.35 million. The second largest addition to the portfolio was MediaTek Inc (TPE:2454, Financial), consisting of 362,000 shares, representing approximately 1.91% of the portfolio, with a total value of NT$15.56 million. The third largest addition was AIA Group Ltd (HKSE:01299, Financial), with 1,945,600 shares, accounting for 1.71% of the portfolio and a total value of HK$13.97 million. Key Position Increases Matthews Pacific Tiger Fund (Trades, Portfolio) also increased stakes in a total of 18 stocks, among them:The most notable increase was PetroChina Co Ltd (HKSE:00857, Financial), with an additional 17,870,000 shares, bringing the total to 21,146,000 shares. This adjustment represents a significant 545.48% increase in share count, a 1.72% impact on the current portfolio, with a total value of HK$16.54 million. The second largest increase was DBS Group Holdings Ltd (SGX:D05, Financial), with an additional 355,800 shares, bringing the total to 806,100. This adjustment represents a significant 79.01% increase in share count, with a total value of S$25.83 million. Summary of Sold Out Matthews Pacific Tiger Fund (Trades, Portfolio) completely exited 23 holdings in the fourth quarter of 2024, as detailed below:Hong Kong Exchanges and Clearing Ltd (HKSE:00388, Financial): Matthews Pacific Tiger Fund (Trades, Portfolio) sold all 632,500 shares, resulting in a -2.47% impact on the portfolio. KE Holdings Inc (BEKE, Financial): Matthews Pacific Tiger Fund (Trades, Portfolio) liquidated all 936,199 shares, causing a -1.78% impact on the portfolio. Key Position Reduces Matthews Pacific Tiger Fund (Trades, Portfolio) also reduced positions in 35 stocks. The most significant changes include:Reduced Alibaba Group Holding Ltd (HKSE:09988, Financial) by 2,713,200 shares, resulting in a -62.53% decrease in shares and a -3.45% impact on the portfolio. The stock traded at an average price of HK$91.57 during the quarter and has returned 4.55% over the past 3 months and 20.70% year-to-date. Reduced Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330, Financial) by 979,000 shares, resulting in a -27.55% reduction in shares and a -2.82% impact on the portfolio. The stock traded at an average price of NT$1,048 during the quarter and has returned 6.04% over the past 3 months and 4.65% year-to-date. Portfolio Overview At the fourth quarter of 2024, Matthews Pacific Tiger Fund (Trades, Portfolio)'s portfolio included 75 stocks. The top holdings included 10.27% in Taiwan Semiconductor Manufacturing Co Ltd (TPE:2330), 5.91% in Tencent Holdings Ltd (HKSE:00700, Financial), 3.17% in DBS Group Holdings Ltd (SGX:D05, Financial), 2.71% in ICICI Bank Ltd (NSE:ICICIBANK, Financial), and 2.56% in HDFC Bank Ltd (NSE:HDFCBANK, Financial).The holdings are mainly concentrated in all 11 industries: Technology, Financial Services, Consumer Cyclical, Communication Services, Industrials, Healthcare, Real Estate, Energy, Utilities, Consumer Defensive, and Basic Materials.This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":401028938629400,"gmtCreate":1738935116855,"gmtModify":1738935120890,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Is planter a good company, yes but at these valuations, you have to ask yourself if the current price is worth it or not for you. Personally its too rich in value for me regardless of what anyone says.. This is a US government backed company.","listText":"Is planter a good company, yes but at these valuations, you have to ask yourself if the current price is worth it or not for you. Personally its too rich in value for me regardless of what anyone says.. This is a US government backed company.","text":"Is planter a good company, yes but at these valuations, you have to ask yourself if the current price is worth it or not for you. Personally its too rich in value for me regardless of what anyone says.. This is a US government backed company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/401028938629400","repostId":"1188168175","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":400264891310136,"gmtCreate":1738747542991,"gmtModify":1738748089363,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Just print to the moon , lower interest rates &amp; tariff! Simply bully the world over the $ while you can!&nbsp;","listText":"Just print to the moon , lower interest rates &amp; tariff! Simply bully the world over the $ while you can!&nbsp;","text":"Just print to the moon , lower interest rates & tariff! Simply bully the world over the $ while you can!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400264891310136","repostId":"1191369899","repostType":4,"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398521922220552,"gmtCreate":1738335717110,"gmtModify":1738335806971,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","listText":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","text":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398521922220552","repostId":"1135760641","repostType":4,"repost":{"id":"1135760641","kind":"news","pubTimestamp":1738325336,"share":"https://ttm.financial/m/news/1135760641?lang=&edition=fundamental","pubTime":"2025-01-31 20:08","market":"us","language":"en","title":"NIO: This Stock Isn't Going Anywhere","url":"https://stock-news.laohu8.com/highlight/detail?id=1135760641","media":"Seeking Alpha","summary":"SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and ge","content":"<html><head></head><body><h2 id=\"id_136732424\">Summary</h2><ul style=\"\"><li><p>NIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.</p></li><li><p>The ongoing EV price war and geopolitical challenges hinder NIO's ability to improve its bottom-line performance and profitability.</p></li><li><p>Macro risks, including China's economic conditions and potential trade tensions, further limit NIO's growth prospects and market performance.</p></li><li><p>While short-term growth opportunities exist, NIO's weak fundamentals and reliance on external capital make it an unattractive long-term investment.</p></li></ul><p class=\"t-img-caption\"><img alt=\"Victor Golmer/iStock Editorial via Getty Images\" src=\"https://community-static.tradeup.com/news/313940e86be7efe308570c46e5682cd1\" tg-height=\"500\" tg-width=\"750\" title=\"Victor Golmer/iStock Editorial via Getty Images\"/><span>Victor Golmer/iStock Editorial via Getty Images</span></p><p>Despite the explosive growth of the Chinese EV industry, NIO (NYSE:NIO) is still unable to r each the breakeven point. Although the company has experienced a rise in deliveries in 2024 and released new models, it continues to burn cash at a significant rate and relies on constant outside financing to prop up its liquidity. This leads to the constant dilution of its common investors as its share count has aggressively increased in the last year. The ongoing price war within the EV business along with the rising geopolitical challenges are unlikely to change the situation for the better for NIO.</p><p>While the company’s stock has some upside potential, that potential has little to do with the company’s internal developments. It has more to do with the macro environment, which also can change overnight and no longer guarantee the upside. That is why I still believe that NIO’s stock is a HOLD at best. This is because its fundamentals are relatively weak right now, but the improved macro situation could still change the market sentiment for the better in the short term.</p><h2 id=\"id_1912856890\">Liquidity Comes At A Price</h2><p>Ever since I published my latest article on NIO in October, where I highlighted various challenges that the company is facing, its stock has declined by around 15% and underperformed against the S&P 500 index.</p><p>Since that time, NIO has also reported its Q3 earnings results, which showed a 2.1% Y/Y decline in revenues to $2.66 billion. What’s worse is that the earnings report along with the other developments that happened in recent months also indicated that the company has no way of becoming profitable anytime soon and its upside will likely remain limited.</p><p>One of the reasons why NIO is underperforming is because it can’t improve its bottom-line performance and become profitable due to the ongoing price war that is happening inside the electric vehicles industry.</p><p>In November, the industry was starting to prepare for the intensification of the price war this year as the biggest EV maker BYD (OTCPK:BYDDF) requested its supplier to decrease its prices by 10%. Then earlier this month, the EV sales data in China for 2024 came out and showed an impressive double-digit growth in sales last year. However, despite the rise in sales within the industry, only a handful of EV makers are currently profitable, and NIO is not one of them. As the price war is expected to intensify, it’s hard to see NIO improving its bottom-line performance anytime soon.</p><p>If we look at the company’s latest income statements, we will see that NIO has reported great operating and net losses in recent years. The latest expectation on the street is that NIO could become profitable only a few years from now, but that timeline could be further extended if the price war intensifies.</p><p>At the same time, if we look at NIO’s quarterly balance sheets, we will see that its cash reserves are decreasing for a few quarters in a row, then there is a bump in liquidity in one or two particular quarters in a row, after which there’s once again a decline in cash reserves and the cycle is repeating all the time. This is happening because NIO greatly relies on outside financing to compensate for the constant losses and avoid a liquidity crisis.</p><p>The biggest issue with this is that it comes at the cost of its common shareholders. In Q3, NIO had 2.06 billion fully diluted outstanding shares, up from 1.74 billion shares a year ago, which implies a ~18% annual dilution rate. Considering NIO’s weak bottom-line performance in recent quarters, it’s safe to say that the company will continue to burn cash and rely on outside financing, which will continue to dilute its common shareholders, to keep its operations intact and avoid a liquidity crisis.</p><h2 id=\"id_379508953\">Macro Risks Are Rising</h2><p>The rising macro issues could also negatively affect NIO’s performance in the foreseeable future. In addition to the ongoing price war, China is currently experiencing deflation, while its consumer confidence stays around historically low levels at a time when industrial profits are declining. This could have a negative impact on NIO’s domestic sales in the future.</p><p>At the same time, if the Trump administration escalates the ongoing Sino-American trade war by imposing additional tariffs on Chinese goods, then it could also negatively affect China’s export-led economy and have an indirect impact on NIO as well.</p><p>NIO’s ability to grow its presence in Europe is likely going to be limited as well. In October, the European Commission imposed additional tariffs on EVs made in China, while NIO itself sold only 431 vehicles in the European Union in Q4.</p><p>All of this shows that NIO doesn’t have a lot of room to grow outside of China and with the Chinese market experiencing a price war that has no end in sight, the company’s upside could be limited going forward.</p><h2 id=\"id_2501887970\">The Upside Is Limited</h2><p>In addition to all of those issues, NIO is also an unattractive investment based solely on the fundamentals. While in most of my articles, I present a discounted cash flow model to figure out the fair value of the targeted company, doing such a model for NIO doesn’t make a lot of sense at this point. Since the company is unlikely to generate any earnings in the following years, its EBIT will remain negative for a while, and the model will be showing a negative free cash flow for the following years. This would make it impossible to figure out NIO’s fair value using the DCF method. NIO has already been reporting a negative FCF in the last few years, and things aren’t expected to change for the better anytime soon.</p><p>The comparable method won’t yield any significant results as well, since most of NIO’s valuation metrics are negative due to its inability to generate profits. At best, we can compare NIO’s margins and returns on assets against its peers from the EV industry, so that at the very least we can figure out how well it fares against others.</p><p>The table below paints a bleak picture of the EV industry, where only a handful of businesses is able to generate solid returns due to the rising competition and the heated price war. What’s worse is that NIO’s margins and return on assets are worse in comparison to the industry’s median, which indicates that it’s performing worse than its peers and it will continue to burn cash and raise additional liquidity at the expense of its common shareholders to stay in business. As such, it’s safe to say that fundamentally NIO is an unattractive investment right now.</p><p class=\"t-img-caption\"><img alt=\"NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)\" src=\"https://community-static.tradeup.com/news/19e7137e691f98b4d485a875e40d92af\" tg-height=\"209\" tg-width=\"640\" title=\"NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)\"/><span>NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)</span></p><h2 id=\"id_3055208042\">Some Growth Opportunities To Consider</h2><p>While NIO is unlikely to greatly improve its bottom-line performance anytime soon, there are still several growth opportunities that can help its stock to appreciate in the short to near term.</p><p>Despite a Y/Y decline in revenues in Q3, NIO ended the year on a high note as its deliveries accelerated in Q4. Once the Q4 earnings report comes out a month from now, the company might report a better-than-expected top-line performance, to which the market might positively react. The release of new vehicles in 2025 could also give a boost to NIO’s sales and might result in the appreciation of its shares.</p><p>The further implementation of the stimulus program by Beijing in 2025 could also help improve consumer confidence in China and revive the economy. NIO’s shares might positively react to such a development, since they already greatly appreciated in September when a new stimulus package was only announced.</p><h2 id=\"id_3468809690\">The Bottom Line</h2><p>Aside from the release of new models, which can boost sales but not improve the bottom-line performance significantly, NIO has a few internal catalysts that can make its stock attractive to investors. Its fundamentals are relatively weak right now, and the improved macro situation is the only thing in my opinion that could still change the market sentiment for the better in the short term.</p><p>Other than that, there are no reasons to be optimistic about the company’s long-term future. NIO will more than likely continue to burn cash and rely on outside capital to finance its operations. This would almost certainly result in the constant dilution of its shareholders, as was the case in recent years.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>NIO: This Stock Isn't Going Anywhere</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNIO: This Stock Isn't Going Anywhere\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-31 20:08 GMT+8   <a href=\"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and ...</p>\n<a href=\"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135760641","content_text":"SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and geopolitical challenges hinder NIO's ability to improve its bottom-line performance and profitability.Macro risks, including China's economic conditions and potential trade tensions, further limit NIO's growth prospects and market performance.While short-term growth opportunities exist, NIO's weak fundamentals and reliance on external capital make it an unattractive long-term investment.Victor Golmer/iStock Editorial via Getty ImagesDespite the explosive growth of the Chinese EV industry, NIO (NYSE:NIO) is still unable to r each the breakeven point. Although the company has experienced a rise in deliveries in 2024 and released new models, it continues to burn cash at a significant rate and relies on constant outside financing to prop up its liquidity. This leads to the constant dilution of its common investors as its share count has aggressively increased in the last year. The ongoing price war within the EV business along with the rising geopolitical challenges are unlikely to change the situation for the better for NIO.While the company’s stock has some upside potential, that potential has little to do with the company’s internal developments. It has more to do with the macro environment, which also can change overnight and no longer guarantee the upside. That is why I still believe that NIO’s stock is a HOLD at best. This is because its fundamentals are relatively weak right now, but the improved macro situation could still change the market sentiment for the better in the short term.Liquidity Comes At A PriceEver since I published my latest article on NIO in October, where I highlighted various challenges that the company is facing, its stock has declined by around 15% and underperformed against the S&P 500 index.Since that time, NIO has also reported its Q3 earnings results, which showed a 2.1% Y/Y decline in revenues to $2.66 billion. What’s worse is that the earnings report along with the other developments that happened in recent months also indicated that the company has no way of becoming profitable anytime soon and its upside will likely remain limited.One of the reasons why NIO is underperforming is because it can’t improve its bottom-line performance and become profitable due to the ongoing price war that is happening inside the electric vehicles industry.In November, the industry was starting to prepare for the intensification of the price war this year as the biggest EV maker BYD (OTCPK:BYDDF) requested its supplier to decrease its prices by 10%. Then earlier this month, the EV sales data in China for 2024 came out and showed an impressive double-digit growth in sales last year. However, despite the rise in sales within the industry, only a handful of EV makers are currently profitable, and NIO is not one of them. As the price war is expected to intensify, it’s hard to see NIO improving its bottom-line performance anytime soon.If we look at the company’s latest income statements, we will see that NIO has reported great operating and net losses in recent years. The latest expectation on the street is that NIO could become profitable only a few years from now, but that timeline could be further extended if the price war intensifies.At the same time, if we look at NIO’s quarterly balance sheets, we will see that its cash reserves are decreasing for a few quarters in a row, then there is a bump in liquidity in one or two particular quarters in a row, after which there’s once again a decline in cash reserves and the cycle is repeating all the time. This is happening because NIO greatly relies on outside financing to compensate for the constant losses and avoid a liquidity crisis.The biggest issue with this is that it comes at the cost of its common shareholders. In Q3, NIO had 2.06 billion fully diluted outstanding shares, up from 1.74 billion shares a year ago, which implies a ~18% annual dilution rate. Considering NIO’s weak bottom-line performance in recent quarters, it’s safe to say that the company will continue to burn cash and rely on outside financing, which will continue to dilute its common shareholders, to keep its operations intact and avoid a liquidity crisis.Macro Risks Are RisingThe rising macro issues could also negatively affect NIO’s performance in the foreseeable future. In addition to the ongoing price war, China is currently experiencing deflation, while its consumer confidence stays around historically low levels at a time when industrial profits are declining. This could have a negative impact on NIO’s domestic sales in the future.At the same time, if the Trump administration escalates the ongoing Sino-American trade war by imposing additional tariffs on Chinese goods, then it could also negatively affect China’s export-led economy and have an indirect impact on NIO as well.NIO’s ability to grow its presence in Europe is likely going to be limited as well. In October, the European Commission imposed additional tariffs on EVs made in China, while NIO itself sold only 431 vehicles in the European Union in Q4.All of this shows that NIO doesn’t have a lot of room to grow outside of China and with the Chinese market experiencing a price war that has no end in sight, the company’s upside could be limited going forward.The Upside Is LimitedIn addition to all of those issues, NIO is also an unattractive investment based solely on the fundamentals. While in most of my articles, I present a discounted cash flow model to figure out the fair value of the targeted company, doing such a model for NIO doesn’t make a lot of sense at this point. Since the company is unlikely to generate any earnings in the following years, its EBIT will remain negative for a while, and the model will be showing a negative free cash flow for the following years. This would make it impossible to figure out NIO’s fair value using the DCF method. NIO has already been reporting a negative FCF in the last few years, and things aren’t expected to change for the better anytime soon.The comparable method won’t yield any significant results as well, since most of NIO’s valuation metrics are negative due to its inability to generate profits. At best, we can compare NIO’s margins and returns on assets against its peers from the EV industry, so that at the very least we can figure out how well it fares against others.The table below paints a bleak picture of the EV industry, where only a handful of businesses is able to generate solid returns due to the rising competition and the heated price war. What’s worse is that NIO’s margins and return on assets are worse in comparison to the industry’s median, which indicates that it’s performing worse than its peers and it will continue to burn cash and raise additional liquidity at the expense of its common shareholders to stay in business. As such, it’s safe to say that fundamentally NIO is an unattractive investment right now.NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)Some Growth Opportunities To ConsiderWhile NIO is unlikely to greatly improve its bottom-line performance anytime soon, there are still several growth opportunities that can help its stock to appreciate in the short to near term.Despite a Y/Y decline in revenues in Q3, NIO ended the year on a high note as its deliveries accelerated in Q4. Once the Q4 earnings report comes out a month from now, the company might report a better-than-expected top-line performance, to which the market might positively react. The release of new vehicles in 2025 could also give a boost to NIO’s sales and might result in the appreciation of its shares.The further implementation of the stimulus program by Beijing in 2025 could also help improve consumer confidence in China and revive the economy. NIO’s shares might positively react to such a development, since they already greatly appreciated in September when a new stimulus package was only announced.The Bottom LineAside from the release of new models, which can boost sales but not improve the bottom-line performance significantly, NIO has a few internal catalysts that can make its stock attractive to investors. Its fundamentals are relatively weak right now, and the improved macro situation is the only thing in my opinion that could still change the market sentiment for the better in the short term.Other than that, there are no reasons to be optimistic about the company’s long-term future. NIO will more than likely continue to burn cash and rely on outside capital to finance its operations. This would almost certainly result in the constant dilution of its shareholders, as was the case in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397339996611168,"gmtCreate":1738031770662,"gmtModify":1738031774292,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the ceiling can already.. 😂😂😂","listText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the ceiling can already.. 😂😂😂","text":"$ICBC(01398)$ To the ceiling can already.. 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397339996611168","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397319395914200,"gmtCreate":1738026740316,"gmtModify":1738026999775,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Ok... tariff baby... The world is waiting too.. Instead of talking... or did he stutter and could not move to letter r","listText":"Ok... tariff baby... The world is waiting too.. Instead of talking... or did he stutter and could not move to letter r","text":"Ok... tariff baby... The world is waiting too.. Instead of talking... or did he stutter and could not move to letter r","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397319395914200","repostId":"1155001863","repostType":4,"repost":{"id":"1155001863","kind":"news","pubTimestamp":1738031264,"share":"https://ttm.financial/m/news/1155001863?lang=&edition=fundamental","pubTime":"2025-01-28 10:27","market":"us","language":"en","title":"Trump Pledges Tariffs \"Much Bigger\" Than 2.5% and on Key Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=1155001863","media":"Bloomberg","summary":"Trump says he wants universal levy to “protect our country”Trump earlier pledged tariffs on chips, pharma, steel, copperPresident Donald Trump said he wants to enact across-the-board tariffs that are ","content":"<html><head></head><body><ul style=\"\"><li><p>Trump says he wants universal levy to “protect our country”</p></li><li><p>Trump earlier pledged tariffs on chips, pharma, steel, copper</p></li></ul><p>President Donald Trump said he wants to enact across-the-board tariffs that are “much bigger” than 2.5%, the latest in a string of major signals Monday that he’s preparing widespread levies to reshape US supply chains.</p><p style=\"text-align: start;\">“I have it in my mind what it’s going to be but I wont be setting it yet, but it’ll be enough to protect our country,” Trump told reporters Monday night.</p><p style=\"text-align: start;\">Asked about a report that incoming Treasury Secretary Scott Bessent favored starting with a global rate of 2.5%, Trump said he didn’t think Bessent supported that and wouldn’t favor it himself. He said he wanted a rate “much bigger” than 2.5%.</p><p style=\"text-align: start;\">Trump spoke aboard Air Force One while he flew back to Washington, DC, from a Florida speech where he also pledged tariffs on specific sectors, including semiconductors, pharmaceuticals, steel, copper and aluminum. He also strongly suggested he could also impose them on automobiles from Canada and Mexico, countries he’s already threatened with 25% across-the board tariffs as soon as Feb. 1.</p><p style=\"text-align: start;\">“As tariffs on other countries go up, taxes on American workers and businesses will come down and massive numbers of jobs and factories will come home,” Trump said Monday as he spoke to a gathering of House Republicans at his Doral resort in Miami, in a speech where he praised the tariff-heavy US approach at the turn of the 20th century.</p><p>“Remember, again, the word ‘tariff.’ We’re going to protect our people and our businesses, and we’re going to protect our country, with tariffs,” Trump added.</p><p style=\"text-align: start;\">The remarks to lawmakers are the latest sign that Trump sees tariffs as a pillar of the Republican push to also remake the tax system. He repeated a call for Republicans to cut the corporate tax rate to 15%, from the current 21%, for companies that make their goods in America.</p><p style=\"text-align: start;\">Trump’s threat of semiconductor tariffs also comes hours after investor concern about Chinese artificial-intelligence startup DeepSeek rattled markets and erased billions from Nvidia Corp.’s market capitalization. Trump has argued that tariffs will help keep and build US manufacturing of the advanced chips compared to a subsidy program championed by former President Joe Biden.</p><p style=\"text-align: start;\">The latest DeepSeek model caused shockwaves when independent tests showed it as competitive with OpenAI and Meta Platforms Inc.’s resource-intensive models.</p><p style=\"text-align: start;\">Trump’s remarks ran in stark contradiction to market speculation that his abstention from immediate tariffs when he took office again was a sign that he might soften his stance.</p><p style=\"text-align: start;\">“If you want to stop paying the taxes or the tariffs you have to build your plant right here in America. That’s what’s going to happen at record levels,” he said.</p><p style=\"text-align: start;\">Trump’s speech came after a weekend where he threatened tariffs of as much as 50% on Colombia unless they agreed to accept migrants being deported by the US. Trump agreed to hold off only after the South American government backed down.</p><p style=\"text-align: start;\">The new president reiterated to House Republicans that any countries that refuse his deportees would be subject to the same tariff-and-sanction threat Colombia narrowly avoided.</p><p style=\"text-align: start;\">A top Trump economic aide signaled Monday that Trump’s tariff push is part of a broader push. National Economic Council Director Kevin Hassett pointed to the Colombia example, and hinted that Trump is also still considering across-the board tariffs.</p><p style=\"text-align: start;\">“Whatever tariff that might be is going to be in addition to whatever President Trump does in the future when he’s thinking about an overall tariff,” Hassett said Monday in an interview with Fox Business host Larry Kudlow, who held Hassett’s current role during Trump’s first term.</p><p style=\"text-align: start;\">“If you look at tariffs as part of an overall strategy, you’re going to see, as President Trump says, a golden age and it’s going to be the biggest supply side reform that America’s ever seen,” Hassett said.</p><p style=\"text-align: start;\">Trump singled out several sectors in his speech. He complained at length about auto imports both from Canada and Mexico.</p><p style=\"text-align: start;\">“They send us millions of cars; we don’t need them for that,” he said of Canada, the country that’s the top US export market. “We want to have the cars made in Detroit or South Carolina or many other locations.” Trump added: “The auto workers voted for me and I have an obligation to do what’s right, and I’m going to do that.”</p><p style=\"text-align: start;\">He sang the praises of steel tariffs that he implemented in his first term and said he’d be “placing tariffs on steel, aluminum and copper and things that we need for our military,” without elaborating. “We have to bring production back to our country.”</p><p style=\"text-align: start;\">Meanwhile, Trump heralded news of DeepSeek’s apparent progress in artificial intelligence as “a positive” while also delivering a warning.</p><p style=\"text-align: start;\">“The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser-focused on competing to win,” Trump continued. “Because we have the greatest scientists in the world, even Chinese leadership told me that. They said you have the most brilliant scientists in the world.”</p><p style=\"text-align: start;\">The US has tried to curb China’s progress on AI by banning the export of certain advanced semiconductor technologies and also limiting sales of advanced Nvidia AI chips. But DeepSeek’s progress suggests Chinese AI engineers have found a way to work around the export bans, focusing on greater efficiency with limited resources.</p><p style=\"text-align: start;\">Trump said he had been reading about the company and saw their apparent breakthrough as “good, because you don’t have to spend as much money.”<br/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Trump Pledges Tariffs \"Much Bigger\" Than 2.5% and on Key Sectors</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTrump Pledges Tariffs \"Much Bigger\" Than 2.5% and on Key Sectors\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-28 10:27 GMT+8   <a href=\"https://www.bloomberg.com/news/articles/2025-01-27/trump-vows-near-future-tariffs-calls-deepseek-progress-good\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Trump says he wants universal levy to “protect our country”Trump earlier pledged tariffs on chips, pharma, steel, copperPresident Donald Trump said he wants to enact across-the-board tariffs that are ...</p>\n<a href=\"https://www.bloomberg.com/news/articles/2025-01-27/trump-vows-near-future-tariffs-calls-deepseek-progress-good\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2025-01-27/trump-vows-near-future-tariffs-calls-deepseek-progress-good","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155001863","content_text":"Trump says he wants universal levy to “protect our country”Trump earlier pledged tariffs on chips, pharma, steel, copperPresident Donald Trump said he wants to enact across-the-board tariffs that are “much bigger” than 2.5%, the latest in a string of major signals Monday that he’s preparing widespread levies to reshape US supply chains.“I have it in my mind what it’s going to be but I wont be setting it yet, but it’ll be enough to protect our country,” Trump told reporters Monday night.Asked about a report that incoming Treasury Secretary Scott Bessent favored starting with a global rate of 2.5%, Trump said he didn’t think Bessent supported that and wouldn’t favor it himself. He said he wanted a rate “much bigger” than 2.5%.Trump spoke aboard Air Force One while he flew back to Washington, DC, from a Florida speech where he also pledged tariffs on specific sectors, including semiconductors, pharmaceuticals, steel, copper and aluminum. He also strongly suggested he could also impose them on automobiles from Canada and Mexico, countries he’s already threatened with 25% across-the board tariffs as soon as Feb. 1.“As tariffs on other countries go up, taxes on American workers and businesses will come down and massive numbers of jobs and factories will come home,” Trump said Monday as he spoke to a gathering of House Republicans at his Doral resort in Miami, in a speech where he praised the tariff-heavy US approach at the turn of the 20th century.“Remember, again, the word ‘tariff.’ We’re going to protect our people and our businesses, and we’re going to protect our country, with tariffs,” Trump added.The remarks to lawmakers are the latest sign that Trump sees tariffs as a pillar of the Republican push to also remake the tax system. He repeated a call for Republicans to cut the corporate tax rate to 15%, from the current 21%, for companies that make their goods in America.Trump’s threat of semiconductor tariffs also comes hours after investor concern about Chinese artificial-intelligence startup DeepSeek rattled markets and erased billions from Nvidia Corp.’s market capitalization. Trump has argued that tariffs will help keep and build US manufacturing of the advanced chips compared to a subsidy program championed by former President Joe Biden.The latest DeepSeek model caused shockwaves when independent tests showed it as competitive with OpenAI and Meta Platforms Inc.’s resource-intensive models.Trump’s remarks ran in stark contradiction to market speculation that his abstention from immediate tariffs when he took office again was a sign that he might soften his stance.“If you want to stop paying the taxes or the tariffs you have to build your plant right here in America. That’s what’s going to happen at record levels,” he said.Trump’s speech came after a weekend where he threatened tariffs of as much as 50% on Colombia unless they agreed to accept migrants being deported by the US. Trump agreed to hold off only after the South American government backed down.The new president reiterated to House Republicans that any countries that refuse his deportees would be subject to the same tariff-and-sanction threat Colombia narrowly avoided.A top Trump economic aide signaled Monday that Trump’s tariff push is part of a broader push. National Economic Council Director Kevin Hassett pointed to the Colombia example, and hinted that Trump is also still considering across-the board tariffs.“Whatever tariff that might be is going to be in addition to whatever President Trump does in the future when he’s thinking about an overall tariff,” Hassett said Monday in an interview with Fox Business host Larry Kudlow, who held Hassett’s current role during Trump’s first term.“If you look at tariffs as part of an overall strategy, you’re going to see, as President Trump says, a golden age and it’s going to be the biggest supply side reform that America’s ever seen,” Hassett said.Trump singled out several sectors in his speech. He complained at length about auto imports both from Canada and Mexico.“They send us millions of cars; we don’t need them for that,” he said of Canada, the country that’s the top US export market. “We want to have the cars made in Detroit or South Carolina or many other locations.” Trump added: “The auto workers voted for me and I have an obligation to do what’s right, and I’m going to do that.”He sang the praises of steel tariffs that he implemented in his first term and said he’d be “placing tariffs on steel, aluminum and copper and things that we need for our military,” without elaborating. “We have to bring production back to our country.”Meanwhile, Trump heralded news of DeepSeek’s apparent progress in artificial intelligence as “a positive” while also delivering a warning.“The release of DeepSeek AI from a Chinese company should be a wake-up call for our industries that we need to be laser-focused on competing to win,” Trump continued. “Because we have the greatest scientists in the world, even Chinese leadership told me that. They said you have the most brilliant scientists in the world.”The US has tried to curb China’s progress on AI by banning the export of certain advanced semiconductor technologies and also limiting sales of advanced Nvidia AI chips. But DeepSeek’s progress suggests Chinese AI engineers have found a way to work around the export bans, focusing on greater efficiency with limited resources.Trump said he had been reading about the company and saw their apparent breakthrough as “good, because you don’t have to spend as much money.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397083472298168,"gmtCreate":1737969140772,"gmtModify":1737969603011,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"bye bye... you can thank Brussels and US..&nbsp;","listText":"bye bye... you can thank Brussels and US..&nbsp;","text":"bye bye... you can thank Brussels and US..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397083472298168","repostId":"1114276143","repostType":2,"repost":{"id":"1114276143","kind":"news","pubTimestamp":1737963000,"share":"https://ttm.financial/m/news/1114276143?lang=&edition=fundamental","pubTime":"2025-01-27 15:30","market":"us","language":"en","title":"ASML Could Surge From DeepSeek Revelations","url":"https://stock-news.laohu8.com/highlight/detail?id=1114276143","media":"Seeking Alpha","summary":"SummaryASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges.Open-source AI models li","content":"<html><head></head><body><h2 id=\"id_2068370502\">Summary</h2><ul style=\"\"><li><p>ASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges.</p></li><li><p>Open-source AI models like DeepSeek-R1 democratize AI, increasing demand for advanced chips and benefiting ASML's specialized EUV lithography tools.</p></li><li><p>ASML's robust financials, including a strong installed base services segment, provide stability and growth opportunities amid cyclical semiconductor market fluctuations.</p></li><li><p>High-NA EUV technology promises to push the boundaries of chip performance, ensuring ASML remains central to future AI and semiconductor advancements.</p></li></ul><p>Artificial intelligence is at a fascinating crossroads. On one hand, open-source organizations like DeepSeek are driving down the cost of AI model development. On the other hand, the infrastructure to run these free or inexpensive AI models remains incredibly costly. At first glance, there may be a paradox. If AI is becoming “cheap,” why are incredibly expensive advanced chips still in extraordinary demand? The answer is that “cheap” AI doesn’t translate to low computational requirements. Instead, it means that AI software is widely available or open-source. Those advanced generative systems still need to run on hardware with billions of transistors, specialized memory, and parallel processing.</p><p>The process of manufacturing it is also so specialized that only a few facilities worldwide can manage it. These facilities, in turn, depend on ASML’s (NASDAQ:ASML) EUV lithography tools. Because of this relationship, ASML’s fortunes rise with each wave of AI breakthroughs. Every new model that sets a higher bar for performance eventually forces a wave of hardware upgrades. The progression from 7 nm to 2 nm processes indicates that ever more precise lithography will be necessary moving forward.</p><h4 id=\"id_1104511827\">ASML's recent downturn presents a great entry point for investors.</h4><p class=\"t-img-caption\"><img alt=\"Data by YCharts\" src=\"https://community-static.tradeup.com/news/96cd0589e4d9368663fb3f244a6a1409\" tg-height=\"424\" tg-width=\"635\" title=\"Data by YCharts\"/><span>Data by YCharts</span></p><h2 id=\"id_2044670598\">ASML’s Critical Role in the Hardware Ecosystem</h2><p>Semiconductor manufacturing is a sprawling universe of foundries, chip designers, equipment suppliers, and material vendors. With that being said, ASML is arguably the most specialized link in the chain. Its lithography systems shape the actual circuit patterns on silicon wafers. When the industry transitioned to deep ultraviolet lithography for advanced nodes, ASML arose as a leader. The shift to EUV ensures that ASML will be virtually the only player able to scale and commercialize the technology.</p><p>EUV machines work by generating photons at a 13.5 nm wavelength, which is much smaller than the 193 nm light used in DUV. This enables the accurate patterning of sub-10 nm features in fewer steps. The complexity and sophistication at which these machines operate is immense. For instance, these machines require specialized mirrors that reflect almost all incoming light to vacuum conditions needed for consistent high-energy photons. This exclusivity, combined with demand from top chipmakers, gives ASML a virtually insurmountable moat. The margin for error at such miniature scales is razor-thin, so customers look ASML as a sure-fire bet.</p><p><em>The EUV machine consists of over 100,000 unique parts.</em></p><p class=\"t-img-caption\"><img alt=\"High-NA EUV Lithography Machine (ASML)\" src=\"https://community-static.tradeup.com/news/f0a5d2ecf9595e7d7559d0b79d4f7ba2\" tg-height=\"361\" tg-width=\"640\" title=\"High-NA EUV Lithography Machine (ASML)\"/><span>High-NA EUV Lithography Machine (ASML)</span></p><h2 id=\"id_3187267339\">Stunning Success of Open-Source AI and its Implications</h2><p>DeepSeek's stunning success with DeepSeek-V3 and more recently DeekSeek-R1 has likely changed the course of AI development. DeepSeek's latest model R1 is basically equivalent to OpenAI's o1 across popular benchmarks while being 95% cheaper. Consider the typical path of an open-source AI project. Developers start with a baseline model for natural language processing, image recognition, or reinforcement learning. They then refine the architecture, incorporate new techniques, or train on bigger datasets. The code is published publicly, enabling others to replicate or further modify the approach. This free sharing accelerates the improvement cycle of AI, often with thousands of contributors worldwide.</p><p>As these models increase in complexity, training times and inference loads skyrocket. Data centers might quickly re-equip themselves with the latest GPUs or AI accelerators that promise greater performance gains. In the best-case scenarios, these upgrades also cut power consumption per operation. Either way, the push to jump to the next advanced node remains strong. This drives chip designers like Nvidia (NVDA), AMD (AMD), and Intel (INTC) to push TSMC (TSM) or Samsung (OTCPK:SSNLF) to adopt the latest EUV nodes. Each push leads back to new or upgraded lithography machines, funneling business to ASML.</p><p>Importantly, the open-source movement magnifies the user base for AI. Start-ups, academic labs, and smaller enterprises can now do proof-of-concept AI projects that were impossible a decade ago. Success in these modest pilot projects often triggers larger investments in AI compute. The wave is rising from all corners, not just from large hyperscalers with deep pockets. Again, this growing adoption would translate into increased demand for ASML's machines.</p><p><em>DeepSeek's stunning success with its latest model releases could further democratize AI and increase AI hardware demand. Despite the fact that DeepSeek-R1 is competitive with the industry-leading proprietary model o1, it is 95% cheaper.</em></p><p class=\"t-img-caption\"><img alt=\"Benchmark Comparisons (DeepSeek)\" src=\"https://community-static.tradeup.com/news/3199515cfb7d0ae5ffb1345ad5f4be50\" tg-height=\"469\" tg-width=\"640\" title=\"Benchmark Comparisons (DeepSeek)\"/><span>Benchmark Comparisons (DeepSeek)</span></p><h2 id=\"id_1135072014\">ASML’s Financial Footing and Outlook</h2><p>With Q3 2024 net sales at €7.5 billion, ASML appears to be on track to close the year around €28 billion. Net income stands at €2.1 billion for Q3, reflecting a solid gross margin near 50.8%. These figures show the resilience of ASML’s business model, even amid broader semiconductor market cycles. ASML’s 2025 guidance of €30–€35 billion in total net sales might appear conservative given the growing need for AI processors. However, the firm is factoring in geopolitical complications and possible near-term cyclical headwinds. Export restrictions are likely to curb shipments of the most advanced machines to certain regions, notably China.</p><p>On a more optimistic note, AI’s relentless appetite for advanced logic and memory also provides a new stabilizing force. For instance, a downturn in smartphone demand might have created notable headwinds for equipment makers. Today, strong AI demand can offset weaker categories, creating a more balanced profile. Should that pattern continue, ASML could see less volatility than in past cycles.</p><h2 id=\"id_150086125\">Export Controls and the China Factor</h2><p>One cannot discuss ASML without addressing the export-control elephant in the room. The motivation to restrict access to EUV machines in certain markets stems from national security concerns and trade tensions. For ASML, that environment means it cannot sell the most advanced EUV machines to China without explicit export licenses. China’s share of ASML’s business is expected to moderate to around 20% of total revenues.</p><p>While these developments are meaningful in the short term, they have not derailed ASML’s overall growth. Global demand for advanced chips is too broad. China remains a substantial market for older-generation tools and potentially less advanced DUV systems. However, ASML still maintains a tight grip on the market for the most advanced machines.</p><h2 id=\"id_2507804603\">The Installed Base Protects Against Cyclicality</h2><p>ASML’s business includes not just the sale of new systems, but also a sizable installed base services segment. Each machine in operation requires constant calibration, maintenance, and upgrades. Software updates can enhance overlay accuracy or improve throughput, each sold to the customer as part of an ongoing service agreement. This recurring revenue helps stabilize ASML’s financials. For AI-intensive applications as chipmakers need to squeeze out every last fraction of yield or performance from each wafer. This means that service contracts and upgrades grow even more critical.</p><h2 id=\"id_589270909\">Sub-2 nm Ambitions Through High-NA</h2><p>While current EUV machines already push the limits of optical lithography, High-NA EUV raises the bar further. “NA,” or numerical aperture, determines the resolving power of the lithographic lens. Higher NA translates to the ability to print smaller features more cleanly. This technology could be key to reaching or surpassing the sub-2 nm threshold. For AI-focused chip designers, such a capability can have a monumental impact on the performance-per-watt ratio.</p><p>If High-NA lives up to expectations, it might ensure that Moore’s Law-like scaling continues for the foreseeable future. This allows for entirely new AI designs that incorporate specialized compute blocks, massive caches, and advanced memory-on-logic integration. While the timeline for High-NA’s full production deployment remains a few years out, there is already notable interest for these machines. Given the premium pricing of these next-gen machines, they could become an even larger driver of ASML’s revenues.</p><h2 id=\"id_1251894265\">Conclusion</h2><p>The relationship between democratized AI software and specialized hardware is clear. Each algorithmic breakthrough increases performance requirements, pushing device makers to adopt smaller transistor nodes, which in turn rely on ASML’s lithography machines. While geopolitical and cyclical factors may create momentary bumps, the secular trend remains bright. As AI further spreads throughout the global economy, the demand for advanced semiconductors should remain strong. This leaves ASML squarely at the center of the next era of computing. ASML is currently valued at $288 billion and has a relatively high forward P/E of 36. Even still, ASML has a great deal of growth potential given its status as the ultimate bottleneck in the AI supply chain.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>ASML Could Surge From DeepSeek Revelations</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nASML Could Surge From DeepSeek Revelations\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-27 15:30 GMT+8   <a href=\"https://seekingalpha.com/article/4752046-asml-could-surge-from-deep-seek-revelations\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges.Open-source AI models ...</p>\n<a href=\"https://seekingalpha.com/article/4752046-asml-could-surge-from-deep-seek-revelations\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"https://seekingalpha.com/article/4752046-asml-could-surge-from-deep-seek-revelations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114276143","content_text":"SummaryASML's critical role in semiconductor manufacturing, driven by AI advancements, makes it a key player with significant growth potential, despite geopolitical challenges.Open-source AI models like DeepSeek-R1 democratize AI, increasing demand for advanced chips and benefiting ASML's specialized EUV lithography tools.ASML's robust financials, including a strong installed base services segment, provide stability and growth opportunities amid cyclical semiconductor market fluctuations.High-NA EUV technology promises to push the boundaries of chip performance, ensuring ASML remains central to future AI and semiconductor advancements.Artificial intelligence is at a fascinating crossroads. On one hand, open-source organizations like DeepSeek are driving down the cost of AI model development. On the other hand, the infrastructure to run these free or inexpensive AI models remains incredibly costly. At first glance, there may be a paradox. If AI is becoming “cheap,” why are incredibly expensive advanced chips still in extraordinary demand? The answer is that “cheap” AI doesn’t translate to low computational requirements. Instead, it means that AI software is widely available or open-source. Those advanced generative systems still need to run on hardware with billions of transistors, specialized memory, and parallel processing.The process of manufacturing it is also so specialized that only a few facilities worldwide can manage it. These facilities, in turn, depend on ASML’s (NASDAQ:ASML) EUV lithography tools. Because of this relationship, ASML’s fortunes rise with each wave of AI breakthroughs. Every new model that sets a higher bar for performance eventually forces a wave of hardware upgrades. The progression from 7 nm to 2 nm processes indicates that ever more precise lithography will be necessary moving forward.ASML's recent downturn presents a great entry point for investors.Data by YChartsASML’s Critical Role in the Hardware EcosystemSemiconductor manufacturing is a sprawling universe of foundries, chip designers, equipment suppliers, and material vendors. With that being said, ASML is arguably the most specialized link in the chain. Its lithography systems shape the actual circuit patterns on silicon wafers. When the industry transitioned to deep ultraviolet lithography for advanced nodes, ASML arose as a leader. The shift to EUV ensures that ASML will be virtually the only player able to scale and commercialize the technology.EUV machines work by generating photons at a 13.5 nm wavelength, which is much smaller than the 193 nm light used in DUV. This enables the accurate patterning of sub-10 nm features in fewer steps. The complexity and sophistication at which these machines operate is immense. For instance, these machines require specialized mirrors that reflect almost all incoming light to vacuum conditions needed for consistent high-energy photons. This exclusivity, combined with demand from top chipmakers, gives ASML a virtually insurmountable moat. The margin for error at such miniature scales is razor-thin, so customers look ASML as a sure-fire bet.The EUV machine consists of over 100,000 unique parts.High-NA EUV Lithography Machine (ASML)Stunning Success of Open-Source AI and its ImplicationsDeepSeek's stunning success with DeepSeek-V3 and more recently DeekSeek-R1 has likely changed the course of AI development. DeepSeek's latest model R1 is basically equivalent to OpenAI's o1 across popular benchmarks while being 95% cheaper. Consider the typical path of an open-source AI project. Developers start with a baseline model for natural language processing, image recognition, or reinforcement learning. They then refine the architecture, incorporate new techniques, or train on bigger datasets. The code is published publicly, enabling others to replicate or further modify the approach. This free sharing accelerates the improvement cycle of AI, often with thousands of contributors worldwide.As these models increase in complexity, training times and inference loads skyrocket. Data centers might quickly re-equip themselves with the latest GPUs or AI accelerators that promise greater performance gains. In the best-case scenarios, these upgrades also cut power consumption per operation. Either way, the push to jump to the next advanced node remains strong. This drives chip designers like Nvidia (NVDA), AMD (AMD), and Intel (INTC) to push TSMC (TSM) or Samsung (OTCPK:SSNLF) to adopt the latest EUV nodes. Each push leads back to new or upgraded lithography machines, funneling business to ASML.Importantly, the open-source movement magnifies the user base for AI. Start-ups, academic labs, and smaller enterprises can now do proof-of-concept AI projects that were impossible a decade ago. Success in these modest pilot projects often triggers larger investments in AI compute. The wave is rising from all corners, not just from large hyperscalers with deep pockets. Again, this growing adoption would translate into increased demand for ASML's machines.DeepSeek's stunning success with its latest model releases could further democratize AI and increase AI hardware demand. Despite the fact that DeepSeek-R1 is competitive with the industry-leading proprietary model o1, it is 95% cheaper.Benchmark Comparisons (DeepSeek)ASML’s Financial Footing and OutlookWith Q3 2024 net sales at €7.5 billion, ASML appears to be on track to close the year around €28 billion. Net income stands at €2.1 billion for Q3, reflecting a solid gross margin near 50.8%. These figures show the resilience of ASML’s business model, even amid broader semiconductor market cycles. ASML’s 2025 guidance of €30–€35 billion in total net sales might appear conservative given the growing need for AI processors. However, the firm is factoring in geopolitical complications and possible near-term cyclical headwinds. Export restrictions are likely to curb shipments of the most advanced machines to certain regions, notably China.On a more optimistic note, AI’s relentless appetite for advanced logic and memory also provides a new stabilizing force. For instance, a downturn in smartphone demand might have created notable headwinds for equipment makers. Today, strong AI demand can offset weaker categories, creating a more balanced profile. Should that pattern continue, ASML could see less volatility than in past cycles.Export Controls and the China FactorOne cannot discuss ASML without addressing the export-control elephant in the room. The motivation to restrict access to EUV machines in certain markets stems from national security concerns and trade tensions. For ASML, that environment means it cannot sell the most advanced EUV machines to China without explicit export licenses. China’s share of ASML’s business is expected to moderate to around 20% of total revenues.While these developments are meaningful in the short term, they have not derailed ASML’s overall growth. Global demand for advanced chips is too broad. China remains a substantial market for older-generation tools and potentially less advanced DUV systems. However, ASML still maintains a tight grip on the market for the most advanced machines.The Installed Base Protects Against CyclicalityASML’s business includes not just the sale of new systems, but also a sizable installed base services segment. Each machine in operation requires constant calibration, maintenance, and upgrades. Software updates can enhance overlay accuracy or improve throughput, each sold to the customer as part of an ongoing service agreement. This recurring revenue helps stabilize ASML’s financials. For AI-intensive applications as chipmakers need to squeeze out every last fraction of yield or performance from each wafer. This means that service contracts and upgrades grow even more critical.Sub-2 nm Ambitions Through High-NAWhile current EUV machines already push the limits of optical lithography, High-NA EUV raises the bar further. “NA,” or numerical aperture, determines the resolving power of the lithographic lens. Higher NA translates to the ability to print smaller features more cleanly. This technology could be key to reaching or surpassing the sub-2 nm threshold. For AI-focused chip designers, such a capability can have a monumental impact on the performance-per-watt ratio.If High-NA lives up to expectations, it might ensure that Moore’s Law-like scaling continues for the foreseeable future. This allows for entirely new AI designs that incorporate specialized compute blocks, massive caches, and advanced memory-on-logic integration. While the timeline for High-NA’s full production deployment remains a few years out, there is already notable interest for these machines. Given the premium pricing of these next-gen machines, they could become an even larger driver of ASML’s revenues.ConclusionThe relationship between democratized AI software and specialized hardware is clear. Each algorithmic breakthrough increases performance requirements, pushing device makers to adopt smaller transistor nodes, which in turn rely on ASML’s lithography machines. While geopolitical and cyclical factors may create momentary bumps, the secular trend remains bright. As AI further spreads throughout the global economy, the demand for advanced semiconductors should remain strong. This leaves ASML squarely at the center of the next era of computing. ASML is currently valued at $288 billion and has a relatively high forward P/E of 36. Even still, ASML has a great deal of growth potential given its status as the ultimate bottleneck in the AI supply chain.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":395334286303648,"gmtCreate":1737532361460,"gmtModify":1737532365323,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"what a crock of rubbish.. derived from market talk...&nbsp;","listText":"what a crock of rubbish.. derived from market talk...&nbsp;","text":"what a crock of rubbish.. derived from market talk...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/395334286303648","repostId":"2504840764","repostType":2,"repost":{"id":"2504840764","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1737378370,"share":"https://ttm.financial/m/news/2504840764?lang=&edition=fundamental","pubTime":"2025-01-20 21:06","market":"sg","language":"en","title":"Market Chatter: Chinese EV Deliveries Tumble in First 12 Days of 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2504840764","media":"MT Newswires Live","summary":"Deliveries of pure electric and plug-in hybrid cars plunged 50% in the first 12 days of January to 206,000 units compared with the first 12 days of December, the South China Morning Post reported Sunday, citing the China Passenger Car Association.The decline follows a 42% rise in sales in 2024, the report said.The low figures are expected as Beijing ended subsidies for EV purchases at the beginning of 2025, the report said, citing Gao Shen, a Shanghai-based analyst.\"The sales figures showed that the market would continue to be volatile despite increasing EV adoption,\" the SCMP quoted Gao as saying.China's top new-energy vehicle companies include BYD , Li Auto , XPeng  and NIO .","content":"<html><body><p> Deliveries of pure electric and plug-in hybrid cars plunged 50% in the first 12 days of January to 206,000 units compared with the first 12 days of December, the South China Morning Post reported Sunday, citing the China Passenger Car Association.</p><p>The decline follows a 42% rise in sales in 2024, the report said.</p><p>The low figures are expected as Beijing ended subsidies for EV purchases at the beginning of 2025, the report said, citing Gao Shen, a Shanghai-based analyst.</p><p>\"The sales figures showed that the market would continue to be volatile despite increasing EV adoption,\" the SCMP quoted Gao as saying.</p><p>China's top new-energy vehicle companies include BYD (SHE:002594, HKG:1211), Li Auto (HKG:2015), XPeng (HKG:9868) and NIO (HKG:9866, SGX:NIO).</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Market Chatter: Chinese EV Deliveries Tumble in First 12 Days of 2025</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMarket Chatter: Chinese EV Deliveries Tumble in First 12 Days of 2025\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-01-20 21:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p> Deliveries of pure electric and plug-in hybrid cars plunged 50% in the first 12 days of January to 206,000 units compared with the first 12 days of December, the South China Morning Post reported Sunday, citing the China Passenger Car Association.</p><p>The decline follows a 42% rise in sales in 2024, the report said.</p><p>The low figures are expected as Beijing ended subsidies for EV purchases at the beginning of 2025, the report said, citing Gao Shen, a Shanghai-based analyst.</p><p>\"The sales figures showed that the market would continue to be volatile despite increasing EV adoption,\" the SCMP quoted Gao as saying.</p><p>China's top new-energy vehicle companies include BYD (SHE:002594, HKG:1211), Li Auto (HKG:2015), XPeng (HKG:9868) and NIO (HKG:9866, SGX:NIO).</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","BK1539":"汽车股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","01211":"比亚迪股份","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999006514.SGD":"United Asia Consumer Fund SGD","NIO.SI":"蔚来","HYDD.SI":"BYD HK SDR 10to1","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK1119":"汽车制造商","BYDDY":"比亚迪ADR","02015":"理想汽车-W","BK0188":"融资融券","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","BK1522":"燃料电池","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0183":"MSCI概念","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","002594":"比亚迪","BK6125":"汽车制造商","LI":"理想汽车","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","09866":"蔚来-SW","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0155":"锂电池","09868":"小鹏汽车-W","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU1720050803.USD":"安联全方位中国股票基金","BK0072":"苹果","BK1594":"碳中和概念股","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504840764","content_text":"Deliveries of pure electric and plug-in hybrid cars plunged 50% in the first 12 days of January to 206,000 units compared with the first 12 days of December, the South China Morning Post reported Sunday, citing the China Passenger Car Association.The decline follows a 42% rise in sales in 2024, the report said.The low figures are expected as Beijing ended subsidies for EV purchases at the beginning of 2025, the report said, citing Gao Shen, a Shanghai-based analyst.\"The sales figures showed that the market would continue to be volatile despite increasing EV adoption,\" the SCMP quoted Gao as saying.China's top new-energy vehicle companies include BYD (SHE:002594, HKG:1211), Li Auto (HKG:2015), XPeng (HKG:9868) and NIO (HKG:9866, SGX:NIO).(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394631480242712,"gmtCreate":1737381212064,"gmtModify":1737381238211,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","listText":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","text":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394631480242712","repostId":"1176361414","repostType":4,"repost":{"id":"1176361414","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1737384482,"share":"https://ttm.financial/m/news/1176361414?lang=&edition=fundamental","pubTime":"2025-01-20 22:48","market":"sh","language":"en","title":"Trump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1176361414","media":"Reuters","summary":"President-elect Donald Trump is planning to issue a broad memorandum Monday that directs federal agencies to study trade policies and evaluate U.S. trade relationships with China and America’s contine","content":"<html><head></head><body><p>Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.</p><p>[<a class=\"\" href=\"https://ttm.financial/m/live/1821455723293850/?name=RNLive&rndata=%7B%22liveId%22%3A%221821455723293850%22%2C%22type%22%3A2%7D\" target=\"_blank\" title=\"Live: The inauguration of President Donald Trump\">Live: The inauguration of President Donald Trump</a>]</p><p>China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2b0beb791239bf2574ec5075bf385e\" tg-height=\"373\" tg-width=\"454\" title=\"\"/></p><p style=\"text-align: start;\">The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.</p><p>The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.</p><p style=\"text-align: start;\">Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.</p><p>Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.</p><p>On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.</p><p>The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.</p><p>Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.</p><p>China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.</p><p style=\"text-align: start;\">The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.</p><p>But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. </p><p>The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. </p><p>A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.</p><p>The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.</p><p>Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.</p><p>Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   </p><p>For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. </p><p>Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”</p><p>The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”</p><p style=\"text-align: start;\">Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. </p><p style=\"text-align: start;\">Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Trump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTrump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-20 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.</p><p>[<a class=\"\" href=\"https://ttm.financial/m/live/1821455723293850/?name=RNLive&rndata=%7B%22liveId%22%3A%221821455723293850%22%2C%22type%22%3A2%7D\" target=\"_blank\" title=\"Live: The inauguration of President Donald Trump\">Live: The inauguration of President Donald Trump</a>]</p><p>China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2b0beb791239bf2574ec5075bf385e\" tg-height=\"373\" tg-width=\"454\" title=\"\"/></p><p style=\"text-align: start;\">The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.</p><p>The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.</p><p style=\"text-align: start;\">Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.</p><p>Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.</p><p>On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.</p><p>The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.</p><p>Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.</p><p>China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.</p><p style=\"text-align: start;\">The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.</p><p>But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. </p><p>The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. </p><p>A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.</p><p>The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.</p><p>Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.</p><p>Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   </p><p>For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. </p><p>Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”</p><p>The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”</p><p style=\"text-align: start;\">Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. </p><p style=\"text-align: start;\">Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/politics/policy/trump-to-lay-out-trade-visionbut-wont-impose-new-tariffs-yet-b9c8378d?mod=latest_headlines","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176361414","content_text":"Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.[Live: The inauguration of President Donald Trump]China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394469553553496,"gmtCreate":1737332038183,"gmtModify":1737332041820,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"The title is true for traditional car makers.... Bye bye GM, Ford &amp; Stellantis. And add the European ones too..All slaves to the US...&nbsp;","listText":"The title is true for traditional car makers.... Bye bye GM, Ford &amp; Stellantis. And add the European ones too..All slaves to the US...&nbsp;","text":"The title is true for traditional car makers.... Bye bye GM, Ford & Stellantis. And add the European ones too..All slaves to the US...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394469553553496","repostId":"2504945501","repostType":2,"repost":{"id":"2504945501","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1737051180,"share":"https://ttm.financial/m/news/2504945501?lang=&edition=fundamental","pubTime":"2025-01-17 02:13","market":"other","language":"en","title":"Battery-Powered Cars Had a Banner Year. There's a Risk for Car Stocks. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2504945501","media":"Dow Jones","summary":"Battery-powered cars had a banner year in 2024, although investors might not realize that from the headlines pointing out slowing growth and outright declines at Tesla.Still, raw sales data tells investors something about the future of the auto industry -- and the biggest risk to many car stocks.Americans bought about 16 million new cars in 2024. A solid year, but still below the 17 million sold in 2019, before the pandemic. Back then, cars with batteries accounted 4% of all cars sold. In 2024 the number was closer to 20%.Cars with batteries cover three categories: Battery electric vehicles, or BEVs, plug-in hybrids, or PHEVs, and mild hybrids, or MHEVs.One in five cars Americans bought this past year had an electric motor. That is quite a feat, but the mix isn't what investors might have expected a few years ago. Almost half of the 2024 electrified sales were mild hybrids. Americans love a traditional Prius.BEV sales still grew about 7% year over year.  And penetration of new car sale","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Battery-powered cars had a banner year in 2024, although investors might not realize that from the headlines pointing out slowing growth and outright declines at Tesla. \n</p>\n<p>\n     Still, raw sales data tells investors something about the future of the auto industry -- and the biggest risk to many car stocks. \n</p>\n<p>\n     Americans bought about 16 million new cars in 2024. A solid year, but still below the 17 million sold in 2019, before the pandemic. Back then, cars with batteries accounted 4% of all cars sold. In 2024 the number was closer to 20%. \n</p>\n<p>\n     Cars with batteries cover three categories: Battery electric vehicles, or BEVs, plug-in hybrids, or PHEVs, and mild hybrids, or MHEVs. \n</p>\n<p>\n     One in five cars Americans bought this past year had an electric motor. That is quite a feat, but the mix isn't what investors might have expected a few years ago. Almost half of the 2024 electrified sales were mild hybrids. Americans love a traditional Prius. \n</p>\n<p>\n     BEV sales still grew about 7% year over year. (Tesla's U.S. sales fell about 6% year over year.) And penetration of new car sales increased to about 8% of all cars sold from 7% in 2023. \n</p>\n<p>\n     In Europe, about one-third of 2024 car sales were a mild hybrid. BEVs accounted for about 15% of European car sales. \n</p>\n<p>\n     In China, BEVs accounted for about 27% of 2024 new car sales. BEVs actually outsell PHEVs in China. That isn't true in the U.S. or Europe. \n</p>\n<p>\n     Many Chinese industry data providers don't report on MHEVs. Sales mix might be the reason for that. BEVs and PHEVs accounted for almost half of all new car sales in 2024 and that percentage is expected to be about 60% in 2025, according to Citi analyst Jeff Chung. \n</p>\n<p>\n     What drives the regional differences? Politics, driving habits, culture, personal incomes, cost, charging infrastructure, government policies, and government subsidies all play a role. \n</p>\n<p>\n     For investors, a couple of things should be clear from the data. More electrified vehicles will be sold in the coming years. Politics and policies aside, batteries are getting cheaper and no one likes spending money on gasoline. In most instances, the electricity to charge an EV is roughly one-quarter to one-half the cost of an equivalent amount of gasoline. \n</p>\n<p>\n     That also means investment in multiple powertrains will continue for the likes of Ford Motor, General Motors, Stellantis, Toyota Motor, and other traditional auto makers. Demand will grow, justifying some investment. The traditional auto makers also can risk losing their business to EV upstarts like Tesla and China's BYD. \n</p>\n<p>\n     Developing gas engines, battery systems, and electric motors doesn't come cheap, though. What is more, auto makers prefer to sell hundreds of thousands of a single vehicle model with assembly plants full all the time. They don't like selling tens of thousands of many models produced at different plants. \n</p>\n<p>\n     Higher spending will likely keep a lid on asset returns and valuation multiples. In 2021, investors hoped the EV revolution would mean higher growth or higher valuation multiples for auto makers jumping on EV tech. It hasn't happened. In 2019, GM stock traded for about 5.4 times estimated 2020 earnings -- before the pandemic hit numbers. Now it trades for about 4.8 times estimated 2025 earnings. \n</p>\n<p>\n     That doesn't mean there aren't opportunities. Through midday trading Thursday, GM stock was up about 45% over the past 12 months. The S&P 500 was up about 25%. GM sold more cars, and more BEVs, in the U.S. in 2024 than it did in 2023. It also bought back a lot of stock out of free cash flow generated by keeping costs in check. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 16, 2025 13:13 ET (18:13 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Battery-Powered Cars Had a Banner Year. There's a Risk for Car Stocks. -- Barrons.com</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBattery-Powered Cars Had a Banner Year. There's a Risk for Car Stocks. -- Barrons.com\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-17 02:13</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  Battery-powered cars had a banner year in 2024, although investors might not realize that from the headlines pointing out slowing growth and outright declines at Tesla. \n</p>\n<p>\n     Still, raw sales data tells investors something about the future of the auto industry -- and the biggest risk to many car stocks. \n</p>\n<p>\n     Americans bought about 16 million new cars in 2024. A solid year, but still below the 17 million sold in 2019, before the pandemic. Back then, cars with batteries accounted 4% of all cars sold. In 2024 the number was closer to 20%. \n</p>\n<p>\n     Cars with batteries cover three categories: Battery electric vehicles, or BEVs, plug-in hybrids, or PHEVs, and mild hybrids, or MHEVs. \n</p>\n<p>\n     One in five cars Americans bought this past year had an electric motor. That is quite a feat, but the mix isn't what investors might have expected a few years ago. Almost half of the 2024 electrified sales were mild hybrids. Americans love a traditional Prius. \n</p>\n<p>\n     BEV sales still grew about 7% year over year. (Tesla's U.S. sales fell about 6% year over year.) And penetration of new car sales increased to about 8% of all cars sold from 7% in 2023. \n</p>\n<p>\n     In Europe, about one-third of 2024 car sales were a mild hybrid. BEVs accounted for about 15% of European car sales. \n</p>\n<p>\n     In China, BEVs accounted for about 27% of 2024 new car sales. BEVs actually outsell PHEVs in China. That isn't true in the U.S. or Europe. \n</p>\n<p>\n     Many Chinese industry data providers don't report on MHEVs. Sales mix might be the reason for that. BEVs and PHEVs accounted for almost half of all new car sales in 2024 and that percentage is expected to be about 60% in 2025, according to Citi analyst Jeff Chung. \n</p>\n<p>\n     What drives the regional differences? Politics, driving habits, culture, personal incomes, cost, charging infrastructure, government policies, and government subsidies all play a role. \n</p>\n<p>\n     For investors, a couple of things should be clear from the data. More electrified vehicles will be sold in the coming years. Politics and policies aside, batteries are getting cheaper and no one likes spending money on gasoline. In most instances, the electricity to charge an EV is roughly one-quarter to one-half the cost of an equivalent amount of gasoline. \n</p>\n<p>\n     That also means investment in multiple powertrains will continue for the likes of Ford Motor, General Motors, Stellantis, Toyota Motor, and other traditional auto makers. Demand will grow, justifying some investment. The traditional auto makers also can risk losing their business to EV upstarts like Tesla and China's BYD. \n</p>\n<p>\n     Developing gas engines, battery systems, and electric motors doesn't come cheap, though. What is more, auto makers prefer to sell hundreds of thousands of a single vehicle model with assembly plants full all the time. They don't like selling tens of thousands of many models produced at different plants. \n</p>\n<p>\n     Higher spending will likely keep a lid on asset returns and valuation multiples. In 2021, investors hoped the EV revolution would mean higher growth or higher valuation multiples for auto makers jumping on EV tech. It hasn't happened. In 2019, GM stock traded for about 5.4 times estimated 2020 earnings -- before the pandemic hit numbers. Now it trades for about 4.8 times estimated 2025 earnings. \n</p>\n<p>\n     That doesn't mean there aren't opportunities. Through midday trading Thursday, GM stock was up about 45% over the past 12 months. The S&P 500 was up about 25%. GM sold more cars, and more BEVs, in the U.S. in 2024 than it did in 2023. It also bought back a lot of stock out of free cash flow generated by keeping costs in check. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 16, 2025 13:13 ET (18:13 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","SG9999006514.SGD":"United Asia Consumer Fund SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2580892862.HKD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (HKD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4588":"碎股","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","TSLA":"特斯拉","LU1064927863.SGD":"JPMorgan Funds - Europe Dynamic A (acc) SGD-H","BK1522":"燃料电池","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSYW.SI":"TESLA 3xLongSG261006","GM":"通用汽车","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","01211":"比亚迪股份","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","STLA":"Stellantis NV","F":"福特汽车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BYDDY":"比亚迪ADR","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","HYDD.SI":"BYD HK SDR 10to1","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BANR":"邦纳","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","002594":"比亚迪","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504945501","content_text":"Al Root \n\n\n  Battery-powered cars had a banner year in 2024, although investors might not realize that from the headlines pointing out slowing growth and outright declines at Tesla. \n\n\n     Still, raw sales data tells investors something about the future of the auto industry -- and the biggest risk to many car stocks. \n\n\n     Americans bought about 16 million new cars in 2024. A solid year, but still below the 17 million sold in 2019, before the pandemic. Back then, cars with batteries accounted 4% of all cars sold. In 2024 the number was closer to 20%. \n\n\n     Cars with batteries cover three categories: Battery electric vehicles, or BEVs, plug-in hybrids, or PHEVs, and mild hybrids, or MHEVs. \n\n\n     One in five cars Americans bought this past year had an electric motor. That is quite a feat, but the mix isn't what investors might have expected a few years ago. Almost half of the 2024 electrified sales were mild hybrids. Americans love a traditional Prius. \n\n\n     BEV sales still grew about 7% year over year. (Tesla's U.S. sales fell about 6% year over year.) And penetration of new car sales increased to about 8% of all cars sold from 7% in 2023. \n\n\n     In Europe, about one-third of 2024 car sales were a mild hybrid. BEVs accounted for about 15% of European car sales. \n\n\n     In China, BEVs accounted for about 27% of 2024 new car sales. BEVs actually outsell PHEVs in China. That isn't true in the U.S. or Europe. \n\n\n     Many Chinese industry data providers don't report on MHEVs. Sales mix might be the reason for that. BEVs and PHEVs accounted for almost half of all new car sales in 2024 and that percentage is expected to be about 60% in 2025, according to Citi analyst Jeff Chung. \n\n\n     What drives the regional differences? Politics, driving habits, culture, personal incomes, cost, charging infrastructure, government policies, and government subsidies all play a role. \n\n\n     For investors, a couple of things should be clear from the data. More electrified vehicles will be sold in the coming years. Politics and policies aside, batteries are getting cheaper and no one likes spending money on gasoline. In most instances, the electricity to charge an EV is roughly one-quarter to one-half the cost of an equivalent amount of gasoline. \n\n\n     That also means investment in multiple powertrains will continue for the likes of Ford Motor, General Motors, Stellantis, Toyota Motor, and other traditional auto makers. Demand will grow, justifying some investment. The traditional auto makers also can risk losing their business to EV upstarts like Tesla and China's BYD. \n\n\n     Developing gas engines, battery systems, and electric motors doesn't come cheap, though. What is more, auto makers prefer to sell hundreds of thousands of a single vehicle model with assembly plants full all the time. They don't like selling tens of thousands of many models produced at different plants. \n\n\n     Higher spending will likely keep a lid on asset returns and valuation multiples. In 2021, investors hoped the EV revolution would mean higher growth or higher valuation multiples for auto makers jumping on EV tech. It hasn't happened. In 2019, GM stock traded for about 5.4 times estimated 2020 earnings -- before the pandemic hit numbers. Now it trades for about 4.8 times estimated 2025 earnings. \n\n\n     That doesn't mean there aren't opportunities. Through midday trading Thursday, GM stock was up about 45% over the past 12 months. The S&P 500 was up about 25%. GM sold more cars, and more BEVs, in the U.S. in 2024 than it did in 2023. It also bought back a lot of stock out of free cash flow generated by keeping costs in check. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 16, 2025 13:13 ET (18:13 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394413628957168,"gmtCreate":1737331647600,"gmtModify":1737331651856,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Buy the FOMO... NOT!&nbsp;Nothing better than seeing literal self enrichment at POTUS &amp; family.&nbsp;","listText":"Buy the FOMO... NOT!&nbsp;Nothing better than seeing literal self enrichment at POTUS &amp; family.&nbsp;","text":"Buy the FOMO... NOT! Nothing better than seeing literal self enrichment at POTUS & family.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394413628957168","repostId":"1142580730","repostType":4,"repost":{"id":"1142580730","kind":"news","pubTimestamp":1737330705,"share":"https://ttm.financial/m/news/1142580730?lang=&edition=fundamental","pubTime":"2025-01-20 07:51","market":"us","language":"en","title":"Trump Meme Coin Suddenly Crashes Back As Melania Coin Shock Hits Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=1142580730","media":"Forbes","summary":"Crypto markets have been rocked by the launch of an \"official\" Donald Trump memecoin this weekend—with traders braced for more mayhem this coming week.The price of the \"official\" Trump memecoin has su","content":"<html><head></head><body><p>Crypto markets have been rocked by the launch of an \"official\" Donald Trump memecoin this weekend—with traders braced for more mayhem this coming week.</p><p>The price of the \"official\" Trump memecoin has surged since its Friday evening launch, breaking into the crypto top 20 by market capitalization and hitting an eye-watering $14 billion.</p><p>Trump's wife Melania has launched her own rival cryptocurrency—tanking the price of Trump's coin.</p><p>\"The official Melania meme is live,\" the incoming first lady of the U.S. posted to X, alongside a link to a website selling the cryptocurrency. \"You can buy $melania now.\"</p><p></p><p><img alt=\"\" src=\"https://static.tigerbbs.com/55f9147f596ce92535826d7f7242998b\"/></p><p style=\"text-align: start;\">The price of Melania's coin surged as traders rushed to buy it, pushing it to more than $5 and giving it a fully diluted market cap of over $5 billion.</p><p style=\"text-align: start;\">Like Trump's coin, Melania's memecoin—a type of cryptocurrency similar to bitcoin that derives value from the level of community interest and engagement—has been launched on the solana blockchain.</p><p>\"This is beyond insane,\" analysts at The Kobeissi Letter posted to X. \"Less than 48 hours ago, Donald Trump launched $trump which just erased $7.5 billion in market cap in 10 minutes. In the minutes around the launch of Melania Trump's token, we saw massive sell orders in $trump.\"</p><p style=\"text-align: start;\">\"Looks like crypto is becoming a family business,\" X influencer Mario Nawfal posted.</p><p style=\"text-align: start;\">Following the launch of Melania's coin, Trump's memecoin crashed by around 40%, diving as traders scrambled to buy the new coin, according to on-chain data.</p><p class=\"t-img-caption\"><img alt=\"Donald Trump, Trump, trump coin, Melania, Melania Trump, melania coin, bitcoin, crypto, bitcoin price, chart\" src=\"https://community-static.tradeup.com/news/f42e7a3495cd2549b03ef5a7a7595e2a\" tg-height=\"555\" tg-width=\"959\" title=\"Donald Trump, Trump, trump coin, Melania, Melania Trump, melania coin, bitcoin, crypto, bitcoin price, chart\"/><span>Donald Trump, Trump, trump coin, Melania, Melania Trump, melania coin, bitcoin, crypto, bitcoin price, chart</span></p><p style=\"text-align: start;\">Early buyers of Trump's coin have seen triple-digit percentage increases since Friday evening with some traders missing out because they believed Trump's social media channels had been hacked.</p><p style=\"text-align: start;\">The Trump family memecoin blitz comes after David Sacks, named crypto and artificial intelligence czar by Trump, declared a new age of U.S. crypto innovation.</p><p style=\"text-align: start;\">\"The reign of terror against crypto is over, and the beginning of innovation in America for crypto has just begun,\" Sacks said, speaking on Friday at the so-called crypto ball event, intended to drive support for Trump among the crypto community and demonstrate its value to the incoming administration.</p></body></html>","source":"fors","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Trump Meme Coin Suddenly Crashes Back As Melania Coin Shock Hits Crypto</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTrump Meme Coin Suddenly Crashes Back As Melania Coin Shock Hits Crypto\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-20 07:51 GMT+8   <a href=\"https://www.forbes.com/sites/digital-assets/2025/01/19/its-just-begun-trump-meme-coin-suddenly-crashes-back-as-melania-coin-shock-hits-crypto/\"><strong>Forbes</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Crypto markets have been rocked by the launch of an \"official\" Donald Trump memecoin this weekend—with traders braced for more mayhem this coming week.The price of the \"official\" Trump memecoin has ...</p>\n<a href=\"https://www.forbes.com/sites/digital-assets/2025/01/19/its-just-begun-trump-meme-coin-suddenly-crashes-back-as-melania-coin-shock-hits-crypto/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://www.forbes.com/sites/digital-assets/2025/01/19/its-just-begun-trump-meme-coin-suddenly-crashes-back-as-melania-coin-shock-hits-crypto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142580730","content_text":"Crypto markets have been rocked by the launch of an \"official\" Donald Trump memecoin this weekend—with traders braced for more mayhem this coming week.The price of the \"official\" Trump memecoin has surged since its Friday evening launch, breaking into the crypto top 20 by market capitalization and hitting an eye-watering $14 billion.Trump's wife Melania has launched her own rival cryptocurrency—tanking the price of Trump's coin.\"The official Melania meme is live,\" the incoming first lady of the U.S. posted to X, alongside a link to a website selling the cryptocurrency. \"You can buy $melania now.\"The price of Melania's coin surged as traders rushed to buy it, pushing it to more than $5 and giving it a fully diluted market cap of over $5 billion.Like Trump's coin, Melania's memecoin—a type of cryptocurrency similar to bitcoin that derives value from the level of community interest and engagement—has been launched on the solana blockchain.\"This is beyond insane,\" analysts at The Kobeissi Letter posted to X. \"Less than 48 hours ago, Donald Trump launched $trump which just erased $7.5 billion in market cap in 10 minutes. In the minutes around the launch of Melania Trump's token, we saw massive sell orders in $trump.\"\"Looks like crypto is becoming a family business,\" X influencer Mario Nawfal posted.Following the launch of Melania's coin, Trump's memecoin crashed by around 40%, diving as traders scrambled to buy the new coin, according to on-chain data.Donald Trump, Trump, trump coin, Melania, Melania Trump, melania coin, bitcoin, crypto, bitcoin price, chartEarly buyers of Trump's coin have seen triple-digit percentage increases since Friday evening with some traders missing out because they believed Trump's social media channels had been hacked.The Trump family memecoin blitz comes after David Sacks, named crypto and artificial intelligence czar by Trump, declared a new age of U.S. crypto innovation.\"The reign of terror against crypto is over, and the beginning of innovation in America for crypto has just begun,\" Sacks said, speaking on Friday at the so-called crypto ball event, intended to drive support for Trump among the crypto community and demonstrate its value to the incoming administration.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393076307509592,"gmtCreate":1737008999573,"gmtModify":1737012497646,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Biden must have forgotten his meds.","listText":"Biden must have forgotten his meds.","text":"Biden must have forgotten his meds.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393076307509592","repostId":"2503935878","repostType":4,"repost":{"id":"2503935878","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1737004353,"share":"https://ttm.financial/m/news/2503935878?lang=&edition=fundamental","pubTime":"2025-01-16 13:12","market":"us","language":"en","title":"TikTok CEO Plans To Attend Trump Inauguration And Biden Looks For Ways To Keep TikTok Available In The U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=2503935878","media":"Reuters","summary":"TikTok CEO plans to attend Trump inauguration, NYT reportsJan 15  - The chief executive of TikTok plans to attend U.S. President-elect Donald Trump's inauguration, the New York Times reported on Wednesday, citing two people familiar with the plans.Shou Zi Chew has been invited to sit in a position of honor on the dais, a location typically reserved for former presidents, family members and other important guests, according to the report.   ","content":"<html><head></head><body><p>Jan 15 (Reuters) - The chief executive of TikTok plans to attend U.S. President-elect Donald Trump's inauguration, the New York Times reported on Wednesday, citing two people familiar with the plans.</p><p>Shou Zi Chew has been invited to sit in a position of honor on the dais, a location typically reserved for former presidents, family members and other important guests, according to the report.</p><p>The Biden administration is exploring ways to keep TikTok accessible in the United States even as a ban is set to take effect on Sunday, NBC News reported late on Wednesday, citing three people familiar with the discussions.</p><p>The White House and Tiktok U.S. didn't immediately respond to Reuters' requests for comments.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>TikTok CEO Plans To Attend Trump Inauguration And Biden Looks For Ways To Keep TikTok Available In The U.S.</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTikTok CEO Plans To Attend Trump Inauguration And Biden Looks For Ways To Keep TikTok Available In The U.S.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-16 13:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Jan 15 (Reuters) - The chief executive of TikTok plans to attend U.S. President-elect Donald Trump's inauguration, the New York Times reported on Wednesday, citing two people familiar with the plans.</p><p>Shou Zi Chew has been invited to sit in a position of honor on the dais, a location typically reserved for former presidents, family members and other important guests, according to the report.</p><p>The Biden administration is exploring ways to keep TikTok accessible in the United States even as a ban is set to take effect on Sunday, NBC News reported late on Wednesday, citing three people familiar with the discussions.</p><p>The White House and Tiktok U.S. didn't immediately respond to Reuters' requests for comments.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250116:nFWN3OB1DA:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2503935878","content_text":"Jan 15 (Reuters) - The chief executive of TikTok plans to attend U.S. President-elect Donald Trump's inauguration, the New York Times reported on Wednesday, citing two people familiar with the plans.Shou Zi Chew has been invited to sit in a position of honor on the dais, a location typically reserved for former presidents, family members and other important guests, according to the report.The Biden administration is exploring ways to keep TikTok accessible in the United States even as a ban is set to take effect on Sunday, NBC News reported late on Wednesday, citing three people familiar with the discussions.The White House and Tiktok U.S. didn't immediately respond to Reuters' requests for comments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":397339996611168,"gmtCreate":1738031770662,"gmtModify":1738031774292,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the ceiling can already.. 😂😂😂","listText":"<a href=\"https://ttm.financial/S/01398\">$ICBC(01398)$&nbsp;</a><v-v data-views=\"1\"></v-v> To the ceiling can already.. 😂😂😂","text":"$ICBC(01398)$ To the ceiling can already.. 😂😂😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397339996611168","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943594321,"gmtCreate":1679536435963,"gmtModify":1679536440006,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"One talk chicken one talk duck but both are birds...One word Lan J** Wei american style.&nbsp;[Facepalm]&nbsp;","listText":"One talk chicken one talk duck but both are birds...One word Lan J** Wei american style.&nbsp;[Facepalm]&nbsp;","text":"One talk chicken one talk duck but both are birds...One word Lan J** Wei american style. [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943594321","repostId":"1138861229","repostType":4,"repost":{"id":"1138861229","kind":"news","pubTimestamp":1679533325,"share":"https://ttm.financial/m/news/1138861229?lang=&edition=fundamental","pubTime":"2023-03-23 09:02","market":"us","language":"en","title":"Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest","url":"https://stock-news.laohu8.com/highlight/detail?id=1138861229","media":"Bloomberg","summary":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the ","content":"<html><head></head><body><p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.</p><p>That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.</p><p>It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.</p><p>“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”</p><p>Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.</p><p>Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.</p><p>“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”</p><p>In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.</p><p>The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.</p><p>But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.</p><p>“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&P,” Bailey said.</p><p>Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&P 500 tumbled 1.7% for its worst fall in two weeks.</p><p>On the other hand, it’s still up for the week.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Differing Powell and Yellen Messages Were a Lot for the Stock Market to Digest</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nDiffering Powell and Yellen Messages Were a Lot for the Stock Market to Digest\n</h2>\n<h4 class=\"meta\">\n\n\n2023-03-23 09:02 GMT+8   <a href=\"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence...</p>\n<a href=\"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/differing-powell-yellen-messages-were-205655491.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138861229","content_text":"Traders are accustomed to a bumpy ride whenever Jerome Powell speaks. But when Powell speaks at the same time Janet Yellen is talking to Congress about the health of the banking sector, the turbulence can get overwhelming.That’s what happened Wednesday afternoon as the back half of the Federal Reserve chairman’s press conference overlapped with the Treasury Secretary’s appearance before a Senate subcommittee. The S&P 500 fell, rose, went back to unchanged then plunged again as traders tried to synthesize comments on the health of the economy, rates trajectory, the state of banks and how far the government will go to protect depositors.It’s rare that two people of such stature speak at the same time, worse when they project messages that traders interpreted as in opposition. A little while after hearing what they thought was Powell tipping broader protection to depositors should financial stress spread, Yellen came on the feed to knock the hope down. The S&P 500 erased an earlier gain of 0.9%, marking the sixth time this year that an intraday rally of that size was reversed.“It’s astounding that Yellen and Powell would have given contradictory messages on bank deposits at the same time,” said Steve Chiavarone, senior portfolio manager and head of multi-asset solutions at Federated Hermes. “Powell essentially said that all deposits are safe, Yellen said, ‘Hold my beer.’ You would have thought that they would have coordinated.”Asked about a broad increase in deposit insurance, Yellen said that it was “not something that we have looked at. It is not something we are considering.” That happened right around 3 p.m. in New York, after Powell said that the banking system was sound. Yet some argued that his insistence that the Fed would continue to raise rates higher than expected if it sees the need to do so also helped push stocks lower.Traders noted that bank stocks took the brunt of the pain following Yellen’s comments. The SPDR S&P Bank ETF (ticker KRE), which tracks regional banks in the US, fell 5.7%.“Her comments clearly affected bank stocks negatively, but her comments roughly coincided with Powell’s comments that they will continue to do what take to fight inflation, including raising rates more than anticipated,” said Steve Sosnick, chief strategist at Interactive Brokers. “It’s tough to untangle them.”In the days leading up to the Federal Open Market Committee release, investors were in disagreement over how the central bank was going to move, with economists at some of the biggest banks saying it wasn’t going to raise rates at all. But the Fed hiked for a ninth straight meeting and said there could be more raises to come.The FOMC voted unanimously to increase its target for the federal funds rate by a quarter percentage point to a range of 4.75% to 5%, the highest since September 2007.But both Powell and Yellen are trying to thread the needle between causing more havoc while also saying the government will cover any private risk, says Mike Bailey, director of research at FBB Capital Partners.“Unfortunately, investors were walking on eggshells before the Powell and Yellen comments and the dueling messages are leaving investors in a state of confusion, as seen in the drop in the S&P,” Bailey said.Pinpointing exactly what’s moving the market on a minute-to-minute basis is an inexact science at the best of times. Doing it when two of the most important people in finance are speaking on dueling streams is an enterprise that is in most respects doomed to futility. In the end, Wednesday’s verdict on Powell and Yellen’s stereo address was a negative one. The S&P 500 tumbled 1.7% for its worst fall in two weeks.On the other hand, it’s still up for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356208551661944,"gmtCreate":1727967064520,"gmtModify":1727967069602,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"This is a mega subsidy... Wow, hypocrisy at its best","listText":"This is a mega subsidy... Wow, hypocrisy at its best","text":"This is a mega subsidy... Wow, hypocrisy at its best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/356208551661944","repostId":"2472613356","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","crmLevel":9,"crmLevelSwitch":1,"idStr":"4140090365269462","authorIdStr":"4140090365269462"},"content":"Did you say the same when Tesla got Billiions to build their Supercharger network?","text":"Did you say the same when Tesla got Billiions to build their Supercharger network?","html":"Did you say the same when Tesla got Billiions to build their Supercharger network?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328468676211048,"gmtCreate":1721231497931,"gmtModify":1721232290369,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"wah rah rah rah but amazon stock down? So what BS is this report doing? Sales up blah blah stock go down. ok!WTF","listText":"wah rah rah rah but amazon stock down? So what BS is this report doing? Sales up blah blah stock go down. ok!WTF","text":"wah rah rah rah but amazon stock down? So what BS is this report doing? Sales up blah blah stock go down. ok!WTF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328468676211048","repostId":"2452157831","repostType":4,"repost":{"id":"2452157831","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721229300,"share":"https://ttm.financial/m/news/2452157831?lang=&edition=fundamental","pubTime":"2024-07-17 23:15","market":"us","language":"en","title":"US Online Sales Hit $7.2 Bln on First Day of Amazon Prime Day Event, Adobe Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2452157831","media":"Reuters","summary":"July 17 (Reuters) - Shoppers spent about $7.2 billion online across retailers during the first day of Amazon's Prime Day in the United States, according to a report from Adobe Analytics on Wednesday.M","content":"<html><head></head><body><p>July 17 (Reuters) - Shoppers spent about $7.2 billion online across retailers during the first day of Amazon's Prime Day in the United States, according to a report from Adobe Analytics on Wednesday.</p><p>Major retailers including Walmart and Target have launched deals and shopping events through July to attract customers by offering deep discounts to compete with the Amazon sales event.</p><p>Amazon has been able to take away market share from other retailers during the month as customers get access to sizable discounts during Prime Day, which began a decade ago, and can place orders for items available for same- or one-day delivery.</p><p>Back-to-school spending has also seen a major uptick and was up 210% on Tuesday compared to daily sales levels in June 2024, according to Adobe Analytics, which studies e-commerce transaction data.</p><p>Adobe said total online sales rose 11.7% on July 16. In 2023, shoppers spent $12.7 billion online across retailers over two days when the Prime Day event was on.</p><p>This year Amazon has also offered early access to deals even before the two-day event began to pull forward some demand.</p><p>Average spend per order for Amazon was $60.03 during the first 32 hours of the Prime Day event, compared with $56.64 in 2023, according to data firm Numerator.</p><p>Adobe, which relies on direct-to-consumer transactions based on more than 1 trillion visits to U.S. retail websites, said shoppers will find major deals on Wednesday, with discounts of around 23% for electronics, 20% for apparel and 15% for toys.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>US Online Sales Hit $7.2 Bln on First Day of Amazon Prime Day Event, Adobe Says</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nUS Online Sales Hit $7.2 Bln on First Day of Amazon Prime Day Event, Adobe Says\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-17 23:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 17 (Reuters) - Shoppers spent about $7.2 billion online across retailers during the first day of Amazon's Prime Day in the United States, according to a report from Adobe Analytics on Wednesday.</p><p>Major retailers including Walmart and Target have launched deals and shopping events through July to attract customers by offering deep discounts to compete with the Amazon sales event.</p><p>Amazon has been able to take away market share from other retailers during the month as customers get access to sizable discounts during Prime Day, which began a decade ago, and can place orders for items available for same- or one-day delivery.</p><p>Back-to-school spending has also seen a major uptick and was up 210% on Tuesday compared to daily sales levels in June 2024, according to Adobe Analytics, which studies e-commerce transaction data.</p><p>Adobe said total online sales rose 11.7% on July 16. In 2023, shoppers spent $12.7 billion online across retailers over two days when the Prime Day event was on.</p><p>This year Amazon has also offered early access to deals even before the two-day event began to pull forward some demand.</p><p>Average spend per order for Amazon was $60.03 during the first 32 hours of the Prime Day event, compared with $56.64 in 2023, according to data firm Numerator.</p><p>Adobe, which relies on direct-to-consumer transactions based on more than 1 trillion visits to U.S. retail websites, said shoppers will find major deals on Wednesday, with discounts of around 23% for electronics, 20% for apparel and 15% for toys.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452157831","content_text":"July 17 (Reuters) - Shoppers spent about $7.2 billion online across retailers during the first day of Amazon's Prime Day in the United States, according to a report from Adobe Analytics on Wednesday.Major retailers including Walmart and Target have launched deals and shopping events through July to attract customers by offering deep discounts to compete with the Amazon sales event.Amazon has been able to take away market share from other retailers during the month as customers get access to sizable discounts during Prime Day, which began a decade ago, and can place orders for items available for same- or one-day delivery.Back-to-school spending has also seen a major uptick and was up 210% on Tuesday compared to daily sales levels in June 2024, according to Adobe Analytics, which studies e-commerce transaction data.Adobe said total online sales rose 11.7% on July 16. In 2023, shoppers spent $12.7 billion online across retailers over two days when the Prime Day event was on.This year Amazon has also offered early access to deals even before the two-day event began to pull forward some demand.Average spend per order for Amazon was $60.03 during the first 32 hours of the Prime Day event, compared with $56.64 in 2023, according to data firm Numerator.Adobe, which relies on direct-to-consumer transactions based on more than 1 trillion visits to U.S. retail websites, said shoppers will find major deals on Wednesday, with discounts of around 23% for electronics, 20% for apparel and 15% for toys.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409949904273528,"gmtCreate":1741066313851,"gmtModify":1741066318324,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Well done china!&nbsp;","listText":"Well done china!&nbsp;","text":"Well done china!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409949904273528","repostId":"2516611301","repostType":4,"repost":{"id":"2516611301","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1741065821,"share":"https://ttm.financial/m/news/2516611301?lang=&edition=fundamental","pubTime":"2025-03-04 13:23","market":"us","language":"en","title":"China To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10","url":"https://stock-news.laohu8.com/highlight/detail?id=2516611301","media":"Reuters","summary":"China to impose extra tariffs of 10%-15% on various US products from March 10BEIJING, March 4  - China will impose additional tariffs of 10%-15% on certain U.S. imports from March 10, according to a statement from the Chinese finance ministry on Tuesday.  ","content":"<html><head></head><body><p>March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.</p><h2 id=\"id_1630452165\">COMMENTS:</h2><p><strong>WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY</strong></p><p>\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"</p><p><strong>OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY</strong></p><p>\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"</p><p><strong>EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA</strong></p><p>\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.</p><p>\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"</p><p><strong>ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI</strong></p><p>\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.</p><p>\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>China To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nChina To Impose Extra Tariffs Of 10%-15% On Various US Products From March 10\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-03-04 13:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.</p><h2 id=\"id_1630452165\">COMMENTS:</h2><p><strong>WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY</strong></p><p>\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"</p><p><strong>OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY</strong></p><p>\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"</p><p><strong>EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA</strong></p><p>\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.</p><p>\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"</p><p><strong>ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI</strong></p><p>\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.</p><p>\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","FXI":"中国大盘股ETF-iShares","HXC":"纳斯达克中国金龙指数","KBA":"KraneShares Bosera MSCI China A 50 Connect Index ETF","MCHI":"中国ETF-iShares MSCI","DRAG":"中国龙ETF-Roundhill","ASHR":"德银沪深300指数ETF","CQQQ":"中国科技指数ETF-Guggenheim","KWEB":"中国海外互联网ETF-KraneShares","YINN":"三倍做多富时中国ETF-Direxion","07226":"XL二南方恒科","CWEB":"两倍做多沪深中国互联网股票ETF-Direxion"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250304:nP8N3JP0AC:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516611301","content_text":"March 4 (Reuters) - China on Tuesday swiftly retaliated against fresh U.S. tariffs, announcing 10%-15% hikes to import levies covering a range of American agricultural and food products, and placing twenty-five U.S. firms under export and investment restrictions.COMMENTS:WAN CHENGZHI, ANALYST, CAPITAL JINGDU FUTURES, DALIAN CITY\"Considering that China's peak import period for U.S. soybeans has already passed, the impact of these countermeasures on the total volume of U.S. soybean imports is limited. Any price increases in the future are likely to be more of an emotional market response.\"OLE HOUE, DIRECTOR OF ADVISORY SERVICES, IKON COMMODITIES, SYDNEY\"It is broadly negative for U.S. agricultural markets. It is going to have a bearish influence on prices. There are enough corn and soybean supplies in the world for China to make the switch, it is more of an issue for the U.S., 30% of U.S. soybeans still go to China.\"EVEN PAY, AGRICULTURE ANALYST, TRIVIUM CHINA\"It's notable that Beijing's response is restrained. Trump has now imposed a total of 20% tariffs on all Chinese products. China's tariffs impact a limited number of U.S. products, and remain below the 20% level. This is by design. China's government is signalling that they do not want to escalate, they want to deescalate.\"It's fair to say we're in the early days of Trade War 2.0. There's still time and space to avoid a protracted, entrenched trade war if Trump and Xi can strike a deal.\"ROSA WANG, ANALYST, SHANGHAI-BASED AGRO-CONSULTANCY JCI\"From the supply and demand perspective, the short-term impact on the domestic market won't be significant. The reasons are: 1. It is currently the South American soybean season, while the U.S. soybean is in the off-season; 2. The amount of U.S. soybeans purchased by China has decreased, and the proportion of U.S. soybeans in China's soybean imports has dropped to 17%.\"However, the large number of products involved this time will add further difficulties to China's aquatic product exports to the U.S., especially tilapia exports. With the additional 10% tariff, the tariff on tilapia exports to the U.S. will reach 45%, making it basically impossible to export to the U.S.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406643756097784,"gmtCreate":1740306305709,"gmtModify":1740309728068,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","listText":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","text":"Another idiot who assumes they know about a market that they have no actual experience and actual factual reporting but assumptions. Thanks for another BS talk💩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406643756097784","repostId":"1118151475","repostType":4,"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":394631480242712,"gmtCreate":1737381212064,"gmtModify":1737381238211,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","listText":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","text":"Thought he was so sure he was going to impose the tariffs... Or he thought this was his tv show?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/394631480242712","repostId":"1176361414","repostType":4,"repost":{"id":"1176361414","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1737384482,"share":"https://ttm.financial/m/news/1176361414?lang=&edition=fundamental","pubTime":"2025-01-20 22:48","market":"sh","language":"en","title":"Trump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1176361414","media":"Reuters","summary":"President-elect Donald Trump is planning to issue a broad memorandum Monday that directs federal agencies to study trade policies and evaluate U.S. trade relationships with China and America’s contine","content":"<html><head></head><body><p>Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.</p><p>[<a class=\"\" href=\"https://ttm.financial/m/live/1821455723293850/?name=RNLive&rndata=%7B%22liveId%22%3A%221821455723293850%22%2C%22type%22%3A2%7D\" target=\"_blank\" title=\"Live: The inauguration of President Donald Trump\">Live: The inauguration of President Donald Trump</a>]</p><p>China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2b0beb791239bf2574ec5075bf385e\" tg-height=\"373\" tg-width=\"454\" title=\"\"/></p><p style=\"text-align: start;\">The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.</p><p>The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.</p><p style=\"text-align: start;\">Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.</p><p>Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.</p><p>On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.</p><p>The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.</p><p>Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.</p><p>China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.</p><p style=\"text-align: start;\">The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.</p><p>But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. </p><p>The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. </p><p>A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.</p><p>The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.</p><p>Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.</p><p>Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   </p><p>For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. </p><p>Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”</p><p>The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”</p><p style=\"text-align: start;\">Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. </p><p style=\"text-align: start;\">Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Trump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTrump to Lay Out Trade Vision but Won't Impose New Tariffs yet, Official Says\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-20 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.</p><p>[<a class=\"\" href=\"https://ttm.financial/m/live/1821455723293850/?name=RNLive&rndata=%7B%22liveId%22%3A%221821455723293850%22%2C%22type%22%3A2%7D\" target=\"_blank\" title=\"Live: The inauguration of President Donald Trump\">Live: The inauguration of President Donald Trump</a>]</p><p>China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fe2b0beb791239bf2574ec5075bf385e\" tg-height=\"373\" tg-width=\"454\" title=\"\"/></p><p style=\"text-align: start;\">The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.</p><p>The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.</p><p style=\"text-align: start;\">Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.</p><p>Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.</p><p>On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.</p><p>The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.</p><p>Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.</p><p>China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.</p><p style=\"text-align: start;\">The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.</p><p>But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. </p><p>The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. </p><p>A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.</p><p>The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.</p><p>Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.</p><p>Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   </p><p>For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. </p><p>Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”</p><p>The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”</p><p style=\"text-align: start;\">Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. </p><p style=\"text-align: start;\">Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/politics/policy/trump-to-lay-out-trade-visionbut-wont-impose-new-tariffs-yet-b9c8378d?mod=latest_headlines","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176361414","content_text":"Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said.[Live: The inauguration of President Donald Trump]China A50 index futures rose 1.26% on the news. U.S. stock futures also rallied. Dow E-minis were up 299 points, or 0.68%, S&P 500 E-minis were up 0.72%, and Nasdaq 100 E-minis were up 178 points, or 0.83%. U.S. Dollar Index fell 1.33% at 107.95. The offshore yuan hit 7.2777 per dollar, its highest since mid-December, up 0.86%.The official, confirming a Wall Street Journal report, said Trump will direct agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations.The memo will single out China, Canada and Mexico for scrutiny but will not announce new tariffs, the official said. It will direct agencies to assess Beijing's compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, the official said.Investors' attention was firmly fixed on the policies Trump will enact on his first day in office. At a rally on Sunday, Trump said he would impose severe limits on immigration.Along with tariffs, immigration and tax cuts will be the main issues under market scrutiny.On the fiscal front, \"we will be watching to see if President Trump mentions fiscal stimulus,\" said Sjay Rajadhyaksha, research analyst at Barclays.The euro EUR=EBS jumped 1.2% to $1.0398. It last week hit a two-year low at $1.0177 as tariff threats weighed.Meanwhile softer U.S. inflation data and the prospect of multiple Federal Reserve rate cuts have recently boosted risk assets, including Bitcoin, which hit a record high on Monday at $109,071.86 and was last up 4.2% at $107,120.China's yuan rose on Monday to its highest against the dollar since Jan. 3, buoyed by a friendly call between Trump and Chinese President Xi Jinping on Friday and better-than-expected fourth-quarter economic data.The presidential memo directs federal agencies to investigate and remedy persistent trade deficits and address unfair trade and currency policies by other nations, two longstanding Trump irritants. And it singles out China, Canada and Mexico for scrutiny, directing agencies to assess Beijing’s compliance with its 2020 trade deal with the U.S., as well as the status of the U.S.-Mexico-Canada Agreement, or USMCA, Trump’s updated North American Free Trade Agreement, which is set for review in 2026.But the memo doesn’t, in itself, impose any new tariffs—a momentary relief for foreign capitals bracing for Trump to immediately impose stiff levies. Instead, the trade policy memo is an indication of debates still roiling the incoming administration over how to deliver on Trump’s campaign trail promises for across-the-board tariffs on imports, and higher duties for adversaries such as China. The Wall Street Journal reviewed a summary of the memo and spoke to Trump’s advisers about it. A senior Trump policy adviser described the memo as an effort to lay out a vision for Trump’s trade agenda “in a measured way,” suggesting that the incoming president is, at least for now, taking a more deliberative approach to the issue that animated his political campaign. The memo provides a blueprint for further executive action that Trump may take on trade, the adviser said.The memo is one of many executive actions Trump is expected to sign once he takes office. They include declaring a national emergency on the U.S.-Mexico border, rescinding Biden administration directives on diversity, equity and inclusion and unwinding President Biden’s limits on drilling offshore and on federal land, according to people briefed on his plans.Federal agencies will be instructed to conduct studies, according to the adviser, that examine individual trade policies and provide Trump with recommended actions. In addition to trade deficits, unfair trade practices and currency manipulation, the adviser said the memo calls for studies on counterfeit goods and the de minimis tariff exemption, which allows goods less than $800 to be imported duty free.Trump’s incoming administration will also be instructed to review Section 232 tariffs. In 2018, Trump imposed tariffs on certain imports of steel and aluminum, which were largely maintained by President Biden.   For weeks, some of Trump’s more traditional economic advisers such as Treasury secretary nominee Scott Bessent have argued that his tariffs should stop short of being fully universal—potentially exempting certain sectors, or phasing in duties over time. More protectionist advisers on Trump’s team, such as incoming deputy chief of staff for policy Stephen Miller, have pushed him to take a more aggressive approach, and declare a national emergency that would grant him broad authority to dramatically raise tariffs. There are also arguments over which sections of U.S. trade law to use in addition to a potential emergency declaration. Still, the memo offers some hints at the direction of Trump’s agenda. It presages a showdown with China over its adherence to the so-called “Phase One” trade deal that Beijing signed with Trump early in 2020. Bessent last week called out China for not living up to its pledges in the deal to purchase U.S. agricultural products—a failure Beijing blames on the pandemic—and the summary of the memo states that “China’s adherence to this agreement will now be assessed, to determine whether enforcement or changes are required.”The memo also puts Canada and Mexico on notice ahead of a scheduled 2026 review of the updated Nafta deal signed in 2020. Trump for months has pledged to reopen that deal, seeking pledges from continental neighbors that they will limit China’s involvement in their economies, particularly critical sectors such as automobiles. The summary of the memo says federal agencies will “now assess the impact of the USMCA on American workers and businesses and make recommendations regarding America’s participation in it.”Additionally, the memo directs economic agencies to focus on a few specific trade themes, such as reducing persistent trade deficits—countries that consistently export more to the U.S. than they import from it. And it directs a focus on currency manipulation, which Trump singled out China and Vietnam for during his first term, as well as combating counterfeit products. Finally, the memo asks agencies to evaluate the feasibility of an “External Revenue Service”—a new federal agency Trump has floated to collect tariff revenue. Exactly how that agency would differ from U.S. Customs and Border Protection, which has held that responsibility for decades, hasn’t been spelled out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388674237231312,"gmtCreate":1735916878327,"gmtModify":1735917580255,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"18k vehicles and you are celebrating... on a money losing EV co... right... ok😂 Only need to ask yourself why Jeff Bezos did not inject more since it's such a hot stock.&nbsp;","listText":"18k vehicles and you are celebrating... on a money losing EV co... right... ok😂 Only need to ask yourself why Jeff Bezos did not inject more since it's such a hot stock.&nbsp;","text":"18k vehicles and you are celebrating... on a money losing EV co... right... ok😂 Only need to ask yourself why Jeff Bezos did not inject more since it's such a hot stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/388674237231312","repostId":"2500153941","repostType":4,"repost":{"id":"2500153941","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1735911893,"share":"https://ttm.financial/m/news/2500153941?lang=&edition=fundamental","pubTime":"2025-01-03 21:44","market":"us","language":"en","title":"EV Maker Rivian Beats Expectations for Deliveries as Supply Snag Eases","url":"https://stock-news.laohu8.com/highlight/detail?id=2500153941","media":"Reuters","summary":"EV maker Rivian beats expectations for deliveries as supply snag eases Jan 3 (Reuters) - Rivian RIVN.O surpassed analysts' expectations for fourth-quarter deliveries on Friday and said its production ","content":"<html><head></head><body><p>Jan 3 (Reuters) - Rivian RIVN.O surpassed analysts' expectations for fourth-quarter deliveries on Friday and said its production was no longer constrained by a component shortage, a positive sign for the electric vehicle maker aiming to turn its first profit.</p><p>Rivian jumped 5% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa3af5032a75cc408787c590d24935f8\" tg-height=\"826\" tg-width=\"817\"/></p><p>The shortage of the part used in its R1 SUV and R1T pickups, as well as its delivery vans, started in the third quarter and forced the company to slash its annual production target in October.</p><p>\"The previously discussed shortage of a shared component on the R1 and RCV platforms is no longer a constraint on Rivian's production,\" the company said on Friday.</p><p>Rivian handed over 14,183 vehicles in the three months ended Dec. 31, compared with estimates of 13,472, according to 15 analysts polled by Visible Alpha.</p><p>That was a 42% jump from the previous quarter and marked Rivian's highest deliveries in more than a year, even though Amazon.com AMZN.O, its biggest backer, takes fewer deliveries in the fourth quarter due to its focus on holiday season sales.</p><p>Rivian produced 12,727 vehicles in the quarter, compared with estimates of 11,398 units.</p><p>For 2024, production came in at 49,476 vehicles, down about 13% from a year earlier but above the company's lowered target of between 47,000 and 49,000 units.</p><p>Rivian has cut costs sharply by renegotiating supplier contracts and revamping its manufacturing processes to turn a gross profit for the fourth quarter. It also entered a technology joint venture with German automaker Volkswagen last year that will provide a $5 billion lifeline.</p><p>EV makers are grappling with slowing demand as higher borrowing costs push buyers toward cheaper gasoline-powered hybrid vehicles and legacy automakers focus on rolling out electric vehicles.</p><p>Bigger rival Tesla TSLA.O reported its first fall in yearly deliveries on Thursday, also weighed down by the EV pioneer's aging lineup.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>EV Maker Rivian Beats Expectations for Deliveries as Supply Snag Eases</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nEV Maker Rivian Beats Expectations for Deliveries as Supply Snag Eases\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-01-03 21:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Jan 3 (Reuters) - Rivian RIVN.O surpassed analysts' expectations for fourth-quarter deliveries on Friday and said its production was no longer constrained by a component shortage, a positive sign for the electric vehicle maker aiming to turn its first profit.</p><p>Rivian jumped 5% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa3af5032a75cc408787c590d24935f8\" tg-height=\"826\" tg-width=\"817\"/></p><p>The shortage of the part used in its R1 SUV and R1T pickups, as well as its delivery vans, started in the third quarter and forced the company to slash its annual production target in October.</p><p>\"The previously discussed shortage of a shared component on the R1 and RCV platforms is no longer a constraint on Rivian's production,\" the company said on Friday.</p><p>Rivian handed over 14,183 vehicles in the three months ended Dec. 31, compared with estimates of 13,472, according to 15 analysts polled by Visible Alpha.</p><p>That was a 42% jump from the previous quarter and marked Rivian's highest deliveries in more than a year, even though Amazon.com AMZN.O, its biggest backer, takes fewer deliveries in the fourth quarter due to its focus on holiday season sales.</p><p>Rivian produced 12,727 vehicles in the quarter, compared with estimates of 11,398 units.</p><p>For 2024, production came in at 49,476 vehicles, down about 13% from a year earlier but above the company's lowered target of between 47,000 and 49,000 units.</p><p>Rivian has cut costs sharply by renegotiating supplier contracts and revamping its manufacturing processes to turn a gross profit for the fourth quarter. It also entered a technology joint venture with German automaker Volkswagen last year that will provide a $5 billion lifeline.</p><p>EV makers are grappling with slowing demand as higher borrowing costs push buyers toward cheaper gasoline-powered hybrid vehicles and legacy automakers focus on rolling out electric vehicles.</p><p>Bigger rival Tesla TSLA.O reported its first fall in yearly deliveries on Thursday, also weighed down by the EV pioneer's aging lineup.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4550":"红杉资本持仓","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","BK4503":"景林资产持仓","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","RIVN":"Rivian Automotive, Inc.","LU1244550577.SGD":"FTIF - 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US Technology A (acc) SGD","BK4507":"流媒体概念","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250103:nL4N3NY09U:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2500153941","content_text":"Jan 3 (Reuters) - Rivian RIVN.O surpassed analysts' expectations for fourth-quarter deliveries on Friday and said its production was no longer constrained by a component shortage, a positive sign for the electric vehicle maker aiming to turn its first profit.Rivian jumped 5% on the news.The shortage of the part used in its R1 SUV and R1T pickups, as well as its delivery vans, started in the third quarter and forced the company to slash its annual production target in October.\"The previously discussed shortage of a shared component on the R1 and RCV platforms is no longer a constraint on Rivian's production,\" the company said on Friday.Rivian handed over 14,183 vehicles in the three months ended Dec. 31, compared with estimates of 13,472, according to 15 analysts polled by Visible Alpha.That was a 42% jump from the previous quarter and marked Rivian's highest deliveries in more than a year, even though Amazon.com AMZN.O, its biggest backer, takes fewer deliveries in the fourth quarter due to its focus on holiday season sales.Rivian produced 12,727 vehicles in the quarter, compared with estimates of 11,398 units.For 2024, production came in at 49,476 vehicles, down about 13% from a year earlier but above the company's lowered target of between 47,000 and 49,000 units.Rivian has cut costs sharply by renegotiating supplier contracts and revamping its manufacturing processes to turn a gross profit for the fourth quarter. It also entered a technology joint venture with German automaker Volkswagen last year that will provide a $5 billion lifeline.EV makers are grappling with slowing demand as higher borrowing costs push buyers toward cheaper gasoline-powered hybrid vehicles and legacy automakers focus on rolling out electric vehicles.Bigger rival Tesla TSLA.O reported its first fall in yearly deliveries on Thursday, also weighed down by the EV pioneer's aging lineup.","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360392792080632,"gmtCreate":1729005741649,"gmtModify":1729005745601,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Remember how you have screwed yourselves. Oh wait I mean how your wonderful US ally screwed you... More pain coming...","listText":"Remember how you have screwed yourselves. Oh wait I mean how your wonderful US ally screwed you... More pain coming...","text":"Remember how you have screwed yourselves. Oh wait I mean how your wonderful US ally screwed you... More pain coming...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360392792080632","repostId":"1101747186","repostType":4,"repost":{"id":"1101747186","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729003881,"share":"https://ttm.financial/m/news/1101747186?lang=&edition=fundamental","pubTime":"2024-10-15 22:51","market":"us","language":"en","title":"ASML Orders Miss as Chip Industry Weakness Weighs on Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1101747186","media":"Tiger Newspress","summary":"ASML reported bookings for the third quarter that missed the average analyst estimate. The company lowered its net sales and gross margin guidance for 2025.THIRD QUARTER RESULTSBookings EU2.63 billion, -53% q/q, estimate EU5.39 billion Net sales EU7.47 billion, +20% q/q, estimate EU7.17 billionGross margin 50.8% vs. 51.5% q/q, estimate 50.7%Cash and other EU4.99 billion, -0.7% g/q, estimate EU4.86 billion","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a>  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.</p><p>U.S.-listed shares of the company fell 13% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e36b83d7b86580588acc07c5feeb44\" tg-height=\"390\" tg-width=\"416\"/></p><p style=\"text-align: start;\">Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.</p><p style=\"text-align: start;\">Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.</p><p style=\"text-align: start;\">Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.</p><p style=\"text-align: start;\">“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>ASML Orders Miss as Chip Industry Weakness Weighs on Demand</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nASML Orders Miss as Chip Industry Weakness Weighs on Demand\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-10-15 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p> <a href=\"https://laohu8.com/S/ASML\">ASML Holding NV</a>  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.</p><p>U.S.-listed shares of the company fell 13% in Tuesday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03e36b83d7b86580588acc07c5feeb44\" tg-height=\"390\" tg-width=\"416\"/></p><p style=\"text-align: start;\">Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.</p><p style=\"text-align: start;\">Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.</p><p style=\"text-align: start;\">Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.</p><p style=\"text-align: start;\">“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101747186","content_text":"ASML Holding NV  plunged after it booked only about half the orders analysts estimated in the third quarter and lowered guidance for 2025.U.S.-listed shares of the company fell 13% in Tuesday trading.Order bookings were €2.6 billion ($2.8 billion) in the third quarter, according to numbers published on the Dutch company’s website ahead of a release scheduled for Wednesday morning. Spokespeople for ASML didn’t immediately comment. That compares with an average estimate of €5.39 billion by analysts surveyed by Bloomberg.Europe’s most valuable technology company’s shares have fallen 30% since hitting a record high in July, hurt by the prospect of more US restrictions on its business in China, as well as a broader weakness in the sector.Last month, the Netherlands published new export control rules that made ASML apply for export licenses in The Hague instead of US for some of its older machines. That came on the heels of a Bloomberg report that the Dutch government would limit some of ASML’s ability to repair and maintain its semiconductor equipment in China.“It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness,” Chief Executive Officer Christophe Fouquet said in the statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354649040416928,"gmtCreate":1727593816113,"gmtModify":1727596755150,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"The west wants china to follow in its footsteps steps... ok... no doubt more can be consumed but unlike idiots that think that debt is the way forward... Why do western funds buy then? Just keep buying the American co. All surely sober undervalued! If answer no, cannot be... &nbsp;Just wish all this BS from western media would be classified fake.. Just BS and more BS...","listText":"The west wants china to follow in its footsteps steps... ok... no doubt more can be consumed but unlike idiots that think that debt is the way forward... Why do western funds buy then? Just keep buying the American co. All surely sober undervalued! If answer no, cannot be... &nbsp;Just wish all this BS from western media would be classified fake.. Just BS and more BS...","text":"The west wants china to follow in its footsteps steps... ok... no doubt more can be consumed but unlike idiots that think that debt is the way forward... Why do western funds buy then? Just keep buying the American co. All surely sober undervalued! If answer no, cannot be... Just wish all this BS from western media would be classified fake.. Just BS and more BS...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354649040416928","repostId":"2471004758","repostType":4,"repost":{"id":"2471004758","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1727582667,"share":"https://ttm.financial/m/news/2471004758?lang=&edition=fundamental","pubTime":"2024-09-29 12:04","market":"hk","language":"en","title":"Will China's Surprise Stimulus Work?","url":"https://stock-news.laohu8.com/highlight/detail?id=2471004758","media":"Dow Jones","summary":"The best week in 16 years for China's stock market was built on hope. Worse, it was built on hope for more state intervention, one of the reasons its economy is in such trouble to start with.Start with the hope. China went for a triple boost last week: cuts to interest rates and other easing, loans to investors and to companies to buy back their stock, and a promise of something \"fiscal\" in yet-to-be-defined size.Investors loved the idea of central bank support for share buying, not surprisingly. No need to rely on the \"national team\" of state-directed buyers that stepped in after the 2015 bubble popped if the central bank will support prices directly.But it was the politburo's use of the word \"fiscal,\" and its surprise decision to focus its September meeting on the economy, that really fired up the hopes. If China starts doling out trillion-yuan  stimulus here and there, could it get the economy out of its housing-induced slowdown?Clearly investor sentiment changed. It isn't obvious t","content":"<html><head></head><body><p>The best week in 16 years for China's stock market was built on hope. Worse, it was built on hope for more state intervention, one of the reasons its economy is in such trouble to start with.</p><p>Start with the hope. China went for a triple boost last week: cuts to interest rates and other easing, loans to investors and to companies to buy back their stock, and a promise of something \"fiscal\" in yet-to-be-defined size.</p><p>Investors loved the idea of central bank support for share buying, not surprisingly. No need to rely on the \"national team\" of state-directed buyers that stepped in after the 2015 bubble popped if the central bank will support prices directly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d04dc1a132430d099dde686fa0efd9\" tg-height=\"490\" tg-width=\"590\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a2251e70ad0647790eaa6326b38673c\" tg-height=\"465\" tg-width=\"573\"/></p><p>But it was the politburo's use of the word \"fiscal,\" and its surprise decision to focus its September meeting on the economy, that really fired up the hopes. If China starts doling out trillion-yuan ($140 billion) stimulus here and there, could it get the economy out of its housing-induced slowdown?</p><p>The parallel for investors is 2008, when China was the first to launch massive stimulus in response to the global financial crisis. It worked, and investors remember. But the stimulus also left China with a legacy of huge local government debt, overcapacity and excess housing, worsened by the country's subsequent failure to shift from state-directed investment to household consumption.</p><p>The last stimulus mattered hugely to investors outside China too, as the country sucked in resources for its infrastructure binge and helped support global demand. Smaller stimulus means it almost certainly won't have such a grandiose effect this time (though copper and other industrial metals had a very good week). If it turns out to be really big, it will be a bane rather than a boon: China has been exporting deflation, and turning that into a source of global inflation would be unhelpful for the rest of the world.</p><p>We still don't know exactly what China will do. What it needs are three things, only one of which it has addressed, and in a weird way, so far:</p><p>Change sentiment. Chinese consumers and investors have been in a dismal mood since the housing bubble began to deflate. Before the People's Bank of China announced its rate cuts and stock-support program, shares were trading at just over 10 times estimates of earnings over the next 12 months -- the biggest discount to the S&P 500 in data back to 2010.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1eae911f1390860c56a691b0033cb90\" tg-height=\"464\" tg-width=\"569\"/></p><p>Such cheapness helps explain why the new policy and politburo comments led to such an extraordinary gain, with the CSI 300 index of the largest companies up 15.7% in the week. After all, even the most bullish economists don't expect support on the scale of November 2008 -- when the weekly gain was 15.8%.</p><p>Clearly investor sentiment changed. It isn't obvious that this will feed through into household willingness to borrow and spend, though. Chinese households have much less invested in the stock market than Americans, and rely instead on housing and cash savings. To the extent that the market is a signal of wider sentiment, even more manipulation by the government could make its information even less useful. On the other hand, pushing it up certainly makes investors wealthier, and that will make them, at least, feel better.</p><p>Switch to consumption. China can't avoid a Japan-style balance-sheet recession and the resulting deflation by doubling down on infrastructure investment, housebuilding and exports. Centrally directed investment has left China with savings rates that are far too high, too many half-built homes and too much reliance on exports.</p><p>The result has been terrible returns on investment in sectors the state encouraged, such as clean energy and electric vehicles, a shift to exports to try to deal with overcapacity and so more tensions with major trading partners.</p><p>If President Xi Jinping directs fiscal support to consumers, perhaps by bolstering the puny welfare net, it might both reduce their very high savings rates and make them feel better.</p><p>Boost productivity. The hardest thing for the government to do is to stop meddling, but it need only look at what's happened to the economy in the past decade to see why it needs to get out the way. Total factor productivity, which measures how effectively capital, workers and land are put together, has been decelerating since 2010. The obvious reason is that Xi's autocratic rule has centralized power even more, directing bank loans and capital to favored sectors and state-owned enterprises -- and as a result starving more dynamic businesses of resources.</p><p>The hope visible in the stock market could last a while as fiscal stimulus details emerge. Stocks are still only just above where they stood in May. There might even be some effort to support consumption, which, while long promised, could start the much-needed rebalancing of the economy. But it is hard to believe that Xi will be willing to restart the reform program he nixed in favor of what he called \"common prosperity\" -- most visible as a crackdown on the private sector and wealthy elites.</p><p>Getting out of the deflationary hole China dug itself is vital, and in the short run all stimulus will help. But for the long term, the form state support takes matters. China needs to stop digging and start consuming.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Will China's Surprise Stimulus Work?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWill China's Surprise Stimulus Work?\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-29 12:04</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The best week in 16 years for China's stock market was built on hope. Worse, it was built on hope for more state intervention, one of the reasons its economy is in such trouble to start with.</p><p>Start with the hope. China went for a triple boost last week: cuts to interest rates and other easing, loans to investors and to companies to buy back their stock, and a promise of something \"fiscal\" in yet-to-be-defined size.</p><p>Investors loved the idea of central bank support for share buying, not surprisingly. No need to rely on the \"national team\" of state-directed buyers that stepped in after the 2015 bubble popped if the central bank will support prices directly.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d04dc1a132430d099dde686fa0efd9\" tg-height=\"490\" tg-width=\"590\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9a2251e70ad0647790eaa6326b38673c\" tg-height=\"465\" tg-width=\"573\"/></p><p>But it was the politburo's use of the word \"fiscal,\" and its surprise decision to focus its September meeting on the economy, that really fired up the hopes. If China starts doling out trillion-yuan ($140 billion) stimulus here and there, could it get the economy out of its housing-induced slowdown?</p><p>The parallel for investors is 2008, when China was the first to launch massive stimulus in response to the global financial crisis. It worked, and investors remember. But the stimulus also left China with a legacy of huge local government debt, overcapacity and excess housing, worsened by the country's subsequent failure to shift from state-directed investment to household consumption.</p><p>The last stimulus mattered hugely to investors outside China too, as the country sucked in resources for its infrastructure binge and helped support global demand. Smaller stimulus means it almost certainly won't have such a grandiose effect this time (though copper and other industrial metals had a very good week). If it turns out to be really big, it will be a bane rather than a boon: China has been exporting deflation, and turning that into a source of global inflation would be unhelpful for the rest of the world.</p><p>We still don't know exactly what China will do. What it needs are three things, only one of which it has addressed, and in a weird way, so far:</p><p>Change sentiment. Chinese consumers and investors have been in a dismal mood since the housing bubble began to deflate. Before the People's Bank of China announced its rate cuts and stock-support program, shares were trading at just over 10 times estimates of earnings over the next 12 months -- the biggest discount to the S&P 500 in data back to 2010.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1eae911f1390860c56a691b0033cb90\" tg-height=\"464\" tg-width=\"569\"/></p><p>Such cheapness helps explain why the new policy and politburo comments led to such an extraordinary gain, with the CSI 300 index of the largest companies up 15.7% in the week. After all, even the most bullish economists don't expect support on the scale of November 2008 -- when the weekly gain was 15.8%.</p><p>Clearly investor sentiment changed. It isn't obvious that this will feed through into household willingness to borrow and spend, though. Chinese households have much less invested in the stock market than Americans, and rely instead on housing and cash savings. To the extent that the market is a signal of wider sentiment, even more manipulation by the government could make its information even less useful. On the other hand, pushing it up certainly makes investors wealthier, and that will make them, at least, feel better.</p><p>Switch to consumption. China can't avoid a Japan-style balance-sheet recession and the resulting deflation by doubling down on infrastructure investment, housebuilding and exports. Centrally directed investment has left China with savings rates that are far too high, too many half-built homes and too much reliance on exports.</p><p>The result has been terrible returns on investment in sectors the state encouraged, such as clean energy and electric vehicles, a shift to exports to try to deal with overcapacity and so more tensions with major trading partners.</p><p>If President Xi Jinping directs fiscal support to consumers, perhaps by bolstering the puny welfare net, it might both reduce their very high savings rates and make them feel better.</p><p>Boost productivity. The hardest thing for the government to do is to stop meddling, but it need only look at what's happened to the economy in the past decade to see why it needs to get out the way. Total factor productivity, which measures how effectively capital, workers and land are put together, has been decelerating since 2010. The obvious reason is that Xi's autocratic rule has centralized power even more, directing bank loans and capital to favored sectors and state-owned enterprises -- and as a result starving more dynamic businesses of resources.</p><p>The hope visible in the stock market could last a while as fiscal stimulus details emerge. Stocks are still only just above where they stood in May. There might even be some effort to support consumption, which, while long promised, could start the much-needed rebalancing of the economy. But it is hard to believe that Xi will be willing to restart the reform program he nixed in favor of what he called \"common prosperity\" -- most visible as a crackdown on the private sector and wealthy elites.</p><p>Getting out of the deflationary hole China dug itself is vital, and in the short run all stimulus will help. But for the long term, the form state support takes matters. China needs to stop digging and start consuming.</p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","00700":"腾讯控股","09988":"阿里巴巴-W","09618":"京东集团-SW","YINN":"三倍做多富时中国ETF-Direxion","HSI":"恒生指数","KWEB":"中国海外互联网ETF-KraneShares","HSTECH":"恒生科技指数"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2471004758","content_text":"The best week in 16 years for China's stock market was built on hope. Worse, it was built on hope for more state intervention, one of the reasons its economy is in such trouble to start with.Start with the hope. China went for a triple boost last week: cuts to interest rates and other easing, loans to investors and to companies to buy back their stock, and a promise of something \"fiscal\" in yet-to-be-defined size.Investors loved the idea of central bank support for share buying, not surprisingly. No need to rely on the \"national team\" of state-directed buyers that stepped in after the 2015 bubble popped if the central bank will support prices directly.But it was the politburo's use of the word \"fiscal,\" and its surprise decision to focus its September meeting on the economy, that really fired up the hopes. If China starts doling out trillion-yuan ($140 billion) stimulus here and there, could it get the economy out of its housing-induced slowdown?The parallel for investors is 2008, when China was the first to launch massive stimulus in response to the global financial crisis. It worked, and investors remember. But the stimulus also left China with a legacy of huge local government debt, overcapacity and excess housing, worsened by the country's subsequent failure to shift from state-directed investment to household consumption.The last stimulus mattered hugely to investors outside China too, as the country sucked in resources for its infrastructure binge and helped support global demand. Smaller stimulus means it almost certainly won't have such a grandiose effect this time (though copper and other industrial metals had a very good week). If it turns out to be really big, it will be a bane rather than a boon: China has been exporting deflation, and turning that into a source of global inflation would be unhelpful for the rest of the world.We still don't know exactly what China will do. What it needs are three things, only one of which it has addressed, and in a weird way, so far:Change sentiment. Chinese consumers and investors have been in a dismal mood since the housing bubble began to deflate. Before the People's Bank of China announced its rate cuts and stock-support program, shares were trading at just over 10 times estimates of earnings over the next 12 months -- the biggest discount to the S&P 500 in data back to 2010.Such cheapness helps explain why the new policy and politburo comments led to such an extraordinary gain, with the CSI 300 index of the largest companies up 15.7% in the week. After all, even the most bullish economists don't expect support on the scale of November 2008 -- when the weekly gain was 15.8%.Clearly investor sentiment changed. It isn't obvious that this will feed through into household willingness to borrow and spend, though. Chinese households have much less invested in the stock market than Americans, and rely instead on housing and cash savings. To the extent that the market is a signal of wider sentiment, even more manipulation by the government could make its information even less useful. On the other hand, pushing it up certainly makes investors wealthier, and that will make them, at least, feel better.Switch to consumption. China can't avoid a Japan-style balance-sheet recession and the resulting deflation by doubling down on infrastructure investment, housebuilding and exports. Centrally directed investment has left China with savings rates that are far too high, too many half-built homes and too much reliance on exports.The result has been terrible returns on investment in sectors the state encouraged, such as clean energy and electric vehicles, a shift to exports to try to deal with overcapacity and so more tensions with major trading partners.If President Xi Jinping directs fiscal support to consumers, perhaps by bolstering the puny welfare net, it might both reduce their very high savings rates and make them feel better.Boost productivity. The hardest thing for the government to do is to stop meddling, but it need only look at what's happened to the economy in the past decade to see why it needs to get out the way. Total factor productivity, which measures how effectively capital, workers and land are put together, has been decelerating since 2010. The obvious reason is that Xi's autocratic rule has centralized power even more, directing bank loans and capital to favored sectors and state-owned enterprises -- and as a result starving more dynamic businesses of resources.The hope visible in the stock market could last a while as fiscal stimulus details emerge. Stocks are still only just above where they stood in May. There might even be some effort to support consumption, which, while long promised, could start the much-needed rebalancing of the economy. But it is hard to believe that Xi will be willing to restart the reform program he nixed in favor of what he called \"common prosperity\" -- most visible as a crackdown on the private sector and wealthy elites.Getting out of the deflationary hole China dug itself is vital, and in the short run all stimulus will help. But for the long term, the form state support takes matters. China needs to stop digging and start consuming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953706524,"gmtCreate":1673319635168,"gmtModify":1676538817587,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"There is proof that the so called antics of protest was a BYD employee who led this protest of price. ok, another wonderful job of propagating fake news from Reuters","listText":"There is proof that the so called antics of protest was a BYD employee who led this protest of price. ok, another wonderful job of propagating fake news from Reuters","text":"There is proof that the so called antics of protest was a BYD employee who led this protest of price. ok, another wonderful job of propagating fake news from Reuters","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953706524","repostId":"1152580309","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":398521922220552,"gmtCreate":1738335717110,"gmtModify":1738335806971,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","listText":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","text":"i stop reading what an ass hope sprouts out since it means nothing from these idiots that think they know.. Rivian is worth soo much more...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/398521922220552","repostId":"1135760641","repostType":4,"repost":{"id":"1135760641","kind":"news","pubTimestamp":1738325336,"share":"https://ttm.financial/m/news/1135760641?lang=&edition=fundamental","pubTime":"2025-01-31 20:08","market":"us","language":"en","title":"NIO: This Stock Isn't Going Anywhere","url":"https://stock-news.laohu8.com/highlight/detail?id=1135760641","media":"Seeking Alpha","summary":"SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and ge","content":"<html><head></head><body><h2 id=\"id_136732424\">Summary</h2><ul style=\"\"><li><p>NIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.</p></li><li><p>The ongoing EV price war and geopolitical challenges hinder NIO's ability to improve its bottom-line performance and profitability.</p></li><li><p>Macro risks, including China's economic conditions and potential trade tensions, further limit NIO's growth prospects and market performance.</p></li><li><p>While short-term growth opportunities exist, NIO's weak fundamentals and reliance on external capital make it an unattractive long-term investment.</p></li></ul><p class=\"t-img-caption\"><img alt=\"Victor Golmer/iStock Editorial via Getty Images\" src=\"https://community-static.tradeup.com/news/313940e86be7efe308570c46e5682cd1\" tg-height=\"500\" tg-width=\"750\" title=\"Victor Golmer/iStock Editorial via Getty Images\"/><span>Victor Golmer/iStock Editorial via Getty Images</span></p><p>Despite the explosive growth of the Chinese EV industry, NIO (NYSE:NIO) is still unable to r each the breakeven point. Although the company has experienced a rise in deliveries in 2024 and released new models, it continues to burn cash at a significant rate and relies on constant outside financing to prop up its liquidity. This leads to the constant dilution of its common investors as its share count has aggressively increased in the last year. The ongoing price war within the EV business along with the rising geopolitical challenges are unlikely to change the situation for the better for NIO.</p><p>While the company’s stock has some upside potential, that potential has little to do with the company’s internal developments. It has more to do with the macro environment, which also can change overnight and no longer guarantee the upside. That is why I still believe that NIO’s stock is a HOLD at best. This is because its fundamentals are relatively weak right now, but the improved macro situation could still change the market sentiment for the better in the short term.</p><h2 id=\"id_1912856890\">Liquidity Comes At A Price</h2><p>Ever since I published my latest article on NIO in October, where I highlighted various challenges that the company is facing, its stock has declined by around 15% and underperformed against the S&P 500 index.</p><p>Since that time, NIO has also reported its Q3 earnings results, which showed a 2.1% Y/Y decline in revenues to $2.66 billion. What’s worse is that the earnings report along with the other developments that happened in recent months also indicated that the company has no way of becoming profitable anytime soon and its upside will likely remain limited.</p><p>One of the reasons why NIO is underperforming is because it can’t improve its bottom-line performance and become profitable due to the ongoing price war that is happening inside the electric vehicles industry.</p><p>In November, the industry was starting to prepare for the intensification of the price war this year as the biggest EV maker BYD (OTCPK:BYDDF) requested its supplier to decrease its prices by 10%. Then earlier this month, the EV sales data in China for 2024 came out and showed an impressive double-digit growth in sales last year. However, despite the rise in sales within the industry, only a handful of EV makers are currently profitable, and NIO is not one of them. As the price war is expected to intensify, it’s hard to see NIO improving its bottom-line performance anytime soon.</p><p>If we look at the company’s latest income statements, we will see that NIO has reported great operating and net losses in recent years. The latest expectation on the street is that NIO could become profitable only a few years from now, but that timeline could be further extended if the price war intensifies.</p><p>At the same time, if we look at NIO’s quarterly balance sheets, we will see that its cash reserves are decreasing for a few quarters in a row, then there is a bump in liquidity in one or two particular quarters in a row, after which there’s once again a decline in cash reserves and the cycle is repeating all the time. This is happening because NIO greatly relies on outside financing to compensate for the constant losses and avoid a liquidity crisis.</p><p>The biggest issue with this is that it comes at the cost of its common shareholders. In Q3, NIO had 2.06 billion fully diluted outstanding shares, up from 1.74 billion shares a year ago, which implies a ~18% annual dilution rate. Considering NIO’s weak bottom-line performance in recent quarters, it’s safe to say that the company will continue to burn cash and rely on outside financing, which will continue to dilute its common shareholders, to keep its operations intact and avoid a liquidity crisis.</p><h2 id=\"id_379508953\">Macro Risks Are Rising</h2><p>The rising macro issues could also negatively affect NIO’s performance in the foreseeable future. In addition to the ongoing price war, China is currently experiencing deflation, while its consumer confidence stays around historically low levels at a time when industrial profits are declining. This could have a negative impact on NIO’s domestic sales in the future.</p><p>At the same time, if the Trump administration escalates the ongoing Sino-American trade war by imposing additional tariffs on Chinese goods, then it could also negatively affect China’s export-led economy and have an indirect impact on NIO as well.</p><p>NIO’s ability to grow its presence in Europe is likely going to be limited as well. In October, the European Commission imposed additional tariffs on EVs made in China, while NIO itself sold only 431 vehicles in the European Union in Q4.</p><p>All of this shows that NIO doesn’t have a lot of room to grow outside of China and with the Chinese market experiencing a price war that has no end in sight, the company’s upside could be limited going forward.</p><h2 id=\"id_2501887970\">The Upside Is Limited</h2><p>In addition to all of those issues, NIO is also an unattractive investment based solely on the fundamentals. While in most of my articles, I present a discounted cash flow model to figure out the fair value of the targeted company, doing such a model for NIO doesn’t make a lot of sense at this point. Since the company is unlikely to generate any earnings in the following years, its EBIT will remain negative for a while, and the model will be showing a negative free cash flow for the following years. This would make it impossible to figure out NIO’s fair value using the DCF method. NIO has already been reporting a negative FCF in the last few years, and things aren’t expected to change for the better anytime soon.</p><p>The comparable method won’t yield any significant results as well, since most of NIO’s valuation metrics are negative due to its inability to generate profits. At best, we can compare NIO’s margins and returns on assets against its peers from the EV industry, so that at the very least we can figure out how well it fares against others.</p><p>The table below paints a bleak picture of the EV industry, where only a handful of businesses is able to generate solid returns due to the rising competition and the heated price war. What’s worse is that NIO’s margins and return on assets are worse in comparison to the industry’s median, which indicates that it’s performing worse than its peers and it will continue to burn cash and raise additional liquidity at the expense of its common shareholders to stay in business. As such, it’s safe to say that fundamentally NIO is an unattractive investment right now.</p><p class=\"t-img-caption\"><img alt=\"NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)\" src=\"https://community-static.tradeup.com/news/19e7137e691f98b4d485a875e40d92af\" tg-height=\"209\" tg-width=\"640\" title=\"NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)\"/><span>NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)</span></p><h2 id=\"id_3055208042\">Some Growth Opportunities To Consider</h2><p>While NIO is unlikely to greatly improve its bottom-line performance anytime soon, there are still several growth opportunities that can help its stock to appreciate in the short to near term.</p><p>Despite a Y/Y decline in revenues in Q3, NIO ended the year on a high note as its deliveries accelerated in Q4. Once the Q4 earnings report comes out a month from now, the company might report a better-than-expected top-line performance, to which the market might positively react. The release of new vehicles in 2025 could also give a boost to NIO’s sales and might result in the appreciation of its shares.</p><p>The further implementation of the stimulus program by Beijing in 2025 could also help improve consumer confidence in China and revive the economy. NIO’s shares might positively react to such a development, since they already greatly appreciated in September when a new stimulus package was only announced.</p><h2 id=\"id_3468809690\">The Bottom Line</h2><p>Aside from the release of new models, which can boost sales but not improve the bottom-line performance significantly, NIO has a few internal catalysts that can make its stock attractive to investors. Its fundamentals are relatively weak right now, and the improved macro situation is the only thing in my opinion that could still change the market sentiment for the better in the short term.</p><p>Other than that, there are no reasons to be optimistic about the company’s long-term future. NIO will more than likely continue to burn cash and rely on outside capital to finance its operations. This would almost certainly result in the constant dilution of its shareholders, as was the case in recent years.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>NIO: This Stock Isn't Going Anywhere</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNIO: This Stock Isn't Going Anywhere\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-31 20:08 GMT+8   <a href=\"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold\"><strong>Seeking Alpha</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and ...</p>\n<a href=\"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4753235-nio-this-stock-isn-t-going-anywhere-reiterate-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135760641","content_text":"SummaryNIO remains unprofitable despite increased deliveries and new models, burning significant cash and relying on external financing, leading to shareholder dilution.The ongoing EV price war and geopolitical challenges hinder NIO's ability to improve its bottom-line performance and profitability.Macro risks, including China's economic conditions and potential trade tensions, further limit NIO's growth prospects and market performance.While short-term growth opportunities exist, NIO's weak fundamentals and reliance on external capital make it an unattractive long-term investment.Victor Golmer/iStock Editorial via Getty ImagesDespite the explosive growth of the Chinese EV industry, NIO (NYSE:NIO) is still unable to r each the breakeven point. Although the company has experienced a rise in deliveries in 2024 and released new models, it continues to burn cash at a significant rate and relies on constant outside financing to prop up its liquidity. This leads to the constant dilution of its common investors as its share count has aggressively increased in the last year. The ongoing price war within the EV business along with the rising geopolitical challenges are unlikely to change the situation for the better for NIO.While the company’s stock has some upside potential, that potential has little to do with the company’s internal developments. It has more to do with the macro environment, which also can change overnight and no longer guarantee the upside. That is why I still believe that NIO’s stock is a HOLD at best. This is because its fundamentals are relatively weak right now, but the improved macro situation could still change the market sentiment for the better in the short term.Liquidity Comes At A PriceEver since I published my latest article on NIO in October, where I highlighted various challenges that the company is facing, its stock has declined by around 15% and underperformed against the S&P 500 index.Since that time, NIO has also reported its Q3 earnings results, which showed a 2.1% Y/Y decline in revenues to $2.66 billion. What’s worse is that the earnings report along with the other developments that happened in recent months also indicated that the company has no way of becoming profitable anytime soon and its upside will likely remain limited.One of the reasons why NIO is underperforming is because it can’t improve its bottom-line performance and become profitable due to the ongoing price war that is happening inside the electric vehicles industry.In November, the industry was starting to prepare for the intensification of the price war this year as the biggest EV maker BYD (OTCPK:BYDDF) requested its supplier to decrease its prices by 10%. Then earlier this month, the EV sales data in China for 2024 came out and showed an impressive double-digit growth in sales last year. However, despite the rise in sales within the industry, only a handful of EV makers are currently profitable, and NIO is not one of them. As the price war is expected to intensify, it’s hard to see NIO improving its bottom-line performance anytime soon.If we look at the company’s latest income statements, we will see that NIO has reported great operating and net losses in recent years. The latest expectation on the street is that NIO could become profitable only a few years from now, but that timeline could be further extended if the price war intensifies.At the same time, if we look at NIO’s quarterly balance sheets, we will see that its cash reserves are decreasing for a few quarters in a row, then there is a bump in liquidity in one or two particular quarters in a row, after which there’s once again a decline in cash reserves and the cycle is repeating all the time. This is happening because NIO greatly relies on outside financing to compensate for the constant losses and avoid a liquidity crisis.The biggest issue with this is that it comes at the cost of its common shareholders. In Q3, NIO had 2.06 billion fully diluted outstanding shares, up from 1.74 billion shares a year ago, which implies a ~18% annual dilution rate. Considering NIO’s weak bottom-line performance in recent quarters, it’s safe to say that the company will continue to burn cash and rely on outside financing, which will continue to dilute its common shareholders, to keep its operations intact and avoid a liquidity crisis.Macro Risks Are RisingThe rising macro issues could also negatively affect NIO’s performance in the foreseeable future. In addition to the ongoing price war, China is currently experiencing deflation, while its consumer confidence stays around historically low levels at a time when industrial profits are declining. This could have a negative impact on NIO’s domestic sales in the future.At the same time, if the Trump administration escalates the ongoing Sino-American trade war by imposing additional tariffs on Chinese goods, then it could also negatively affect China’s export-led economy and have an indirect impact on NIO as well.NIO’s ability to grow its presence in Europe is likely going to be limited as well. In October, the European Commission imposed additional tariffs on EVs made in China, while NIO itself sold only 431 vehicles in the European Union in Q4.All of this shows that NIO doesn’t have a lot of room to grow outside of China and with the Chinese market experiencing a price war that has no end in sight, the company’s upside could be limited going forward.The Upside Is LimitedIn addition to all of those issues, NIO is also an unattractive investment based solely on the fundamentals. While in most of my articles, I present a discounted cash flow model to figure out the fair value of the targeted company, doing such a model for NIO doesn’t make a lot of sense at this point. Since the company is unlikely to generate any earnings in the following years, its EBIT will remain negative for a while, and the model will be showing a negative free cash flow for the following years. This would make it impossible to figure out NIO’s fair value using the DCF method. NIO has already been reporting a negative FCF in the last few years, and things aren’t expected to change for the better anytime soon.The comparable method won’t yield any significant results as well, since most of NIO’s valuation metrics are negative due to its inability to generate profits. At best, we can compare NIO’s margins and returns on assets against its peers from the EV industry, so that at the very least we can figure out how well it fares against others.The table below paints a bleak picture of the EV industry, where only a handful of businesses is able to generate solid returns due to the rising competition and the heated price war. What’s worse is that NIO’s margins and return on assets are worse in comparison to the industry’s median, which indicates that it’s performing worse than its peers and it will continue to burn cash and raise additional liquidity at the expense of its common shareholders to stay in business. As such, it’s safe to say that fundamentally NIO is an unattractive investment right now.NIO's Comparable Table (Data: Seeking Alpha, the table was created by the author)Some Growth Opportunities To ConsiderWhile NIO is unlikely to greatly improve its bottom-line performance anytime soon, there are still several growth opportunities that can help its stock to appreciate in the short to near term.Despite a Y/Y decline in revenues in Q3, NIO ended the year on a high note as its deliveries accelerated in Q4. Once the Q4 earnings report comes out a month from now, the company might report a better-than-expected top-line performance, to which the market might positively react. The release of new vehicles in 2025 could also give a boost to NIO’s sales and might result in the appreciation of its shares.The further implementation of the stimulus program by Beijing in 2025 could also help improve consumer confidence in China and revive the economy. NIO’s shares might positively react to such a development, since they already greatly appreciated in September when a new stimulus package was only announced.The Bottom LineAside from the release of new models, which can boost sales but not improve the bottom-line performance significantly, NIO has a few internal catalysts that can make its stock attractive to investors. Its fundamentals are relatively weak right now, and the improved macro situation is the only thing in my opinion that could still change the market sentiment for the better in the short term.Other than that, there are no reasons to be optimistic about the company’s long-term future. NIO will more than likely continue to burn cash and rely on outside capital to finance its operations. This would almost certainly result in the constant dilution of its shareholders, as was the case in recent years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360393208389872,"gmtCreate":1729005842468,"gmtModify":1729005846341,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Pls restrict more hor... fun to watch the disastrous state US is already in.. More pain coming...","listText":"Pls restrict more hor... fun to watch the disastrous state US is already in.. More pain coming...","text":"Pls restrict more hor... fun to watch the disastrous state US is already in.. More pain coming...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360393208389872","repostId":"2475526679","repostType":4,"repost":{"id":"2475526679","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1729002647,"share":"https://ttm.financial/m/news/2475526679?lang=&edition=fundamental","pubTime":"2024-10-15 22:30","market":"sh","language":"en","title":"Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China","url":"https://stock-news.laohu8.com/highlight/detail?id=2475526679","media":"Dow Jones","summary":"Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips.U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both Nvidia and rival chip maker Advanced Micro Devices.Nvidia shares were down 1.3% at $135.90 in premarket trading. The stock closed at a record high on Monday at $138.07.Deliberations are in early stages and remain fluid, according to the report.Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk.The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said.Nvidia and AMD didn't immediately respond to a req","content":"<html><head></head><body><p>Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips. </p><p>U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  and rival chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. </p><p>Nvidia, AMD shares were down 4.3% in morning trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b154f9460d93ff257b191e9e28868af\" tg-height=\"421\" tg-width=\"781\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4fce0ab4fe3085b20623f0977e80e2c7\" tg-height=\"431\" tg-width=\"774\"/></p><p>Officials are focused on countries in the Persian Gulf that have a growing interest in AI data centers as well as enough money to fund them, according to the report.<strong> </strong>Deliberations are in early stages and remain fluid.</p><p>The Bureau of Industry and Security, which oversees export controls, didn’t immediately respond to a request for comment outside of normal office hours.</p><p style=\"text-align: start;\">Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk. </p><p style=\"text-align: start;\">The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said. </p><p style=\"text-align: start;\">Nvidia declined to comment. AMD didn’t immediately respond to a request for comment. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-15 22:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips. </p><p>U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  and rival chip maker  <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>. </p><p>Nvidia, AMD shares were down 4.3% in morning trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b154f9460d93ff257b191e9e28868af\" tg-height=\"421\" tg-width=\"781\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4fce0ab4fe3085b20623f0977e80e2c7\" tg-height=\"431\" tg-width=\"774\"/></p><p>Officials are focused on countries in the Persian Gulf that have a growing interest in AI data centers as well as enough money to fund them, according to the report.<strong> </strong>Deliberations are in early stages and remain fluid.</p><p>The Bureau of Industry and Security, which oversees export controls, didn’t immediately respond to a request for comment outside of normal office hours.</p><p style=\"text-align: start;\">Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk. </p><p style=\"text-align: start;\">The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said. </p><p style=\"text-align: start;\">Nvidia declined to comment. AMD didn’t immediately respond to a request for comment. </p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4527":"明星科技股","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4573":"虚拟现实","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4581":"高盛持仓","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4549":"软银资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","AMD":"美国超微公司","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4554":"元宇宙及AR概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDA":"英伟达","BK4534":"瑞士信贷持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2475526679","content_text":"Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips. U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both  NVIDIA Corp  and rival chip maker  Advanced Micro Devices. Nvidia, AMD shares were down 4.3% in morning trading.Officials are focused on countries in the Persian Gulf that have a growing interest in AI data centers as well as enough money to fund them, according to the report. Deliberations are in early stages and remain fluid.The Bureau of Industry and Security, which oversees export controls, didn’t immediately respond to a request for comment outside of normal office hours.Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk. The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said. Nvidia declined to comment. AMD didn’t immediately respond to a request for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356482815656288,"gmtCreate":1728034022976,"gmtModify":1728034027062,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"well done EU... getting screwed by your major ally US not enough... More pain for your citizens! 👍🏻","listText":"well done EU... getting screwed by your major ally US not enough... More pain for your citizens! 👍🏻","text":"well done EU... getting screwed by your major ally US not enough... More pain for your citizens! 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356482815656288","repostId":"1198368166","repostType":4,"repost":{"id":"1198368166","kind":"news","pubTimestamp":1728033033,"share":"https://ttm.financial/m/news/1198368166?lang=&edition=fundamental","pubTime":"2024-10-04 17:10","market":"us","language":"en","title":"EU to Impose Tariffs Up to 45% on Electric Vehicles From China","url":"https://stock-news.laohu8.com/highlight/detail?id=1198368166","media":"Bloomberg","summary":"The European Union voted on Friday to impose tariffs as high as 45% on electric vehicles from China in a move set to increase trade tensions with Beijing, according to people familiar with the process","content":"<html><head></head><body><p>The European Union voted on Friday to impose tariffs as high as 45% on electric vehicles from China in a move set to increase trade tensions with Beijing, according to people familiar with the process.</p><p style=\"text-align: start;\">The European Commission, the bloc’s executive arm, can now proceed with implementing the duties, which would last for five years, said the people, who spoke on the condition of anonymity. Ten member states voted in favor of the measure, while Germany and four others voted against and 12 abstained.</p><p>The decision by the EU comes after an investigation found that China unfairly subsidized its industry. Beijing denies that claim and has threatened its own tariffs on European dairy, brandy, pork and automobile sectors.</p><p style=\"text-align: start;\">The bloc is actively trying to reduce its dependencies on China, with former European Central Bank President Mario Draghi warning last month that “China’s state-sponsored competition” was a threat to the EU that could leave it vulnerable to coercion. The EU, which did €739 billion ($815 billion) in trade with China last year, was split on whether to move forward with the duties.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f76b11f44d0689f0931bf08e7665645\" tg-height=\"450\" tg-width=\"736\"/></p><p>The EU and China will continue negotiations to find an alternative to the tariffs. The two sides are exploring whether an agreement can be reached on a mechanism to control prices and volumes of exports in place of the duties.</p><p style=\"text-align: start;\">The European Commission, the bloc’s executive arm, has repeatedly said that any alternative to tariffs has to have strict requirements, including alignment with World Trade Organization rules, address the impact of China’s subsidies and be something the EU can monitor for compliance.</p><p style=\"text-align: start;\">The new tariff rates will be as high as 35% for EV manufacturers exporting from China. The new duties would be on top of the existing 10% rate.</p><p style=\"text-align: start;\">Chinese EV makers will have to decide whether to absorb the tariffs or raise prices, at a time when slowing demand at home is squeezing their profit margins. The prospect of duties has prompted some Chinese automakers to consider investing in factories in Europe, which might help them dodge tariffs.</p><p>The additional tariffs already have slowed Chinese carmakers’ momentum in Europe, with their sales plunging 48% in August to an 18-month low. The region is a desirable destination for the nation’s manufacturers because EVs sell in relatively high numbers and at much more robust prices than other export markets.</p><p style=\"text-align: start;\">The share of electric cars sold in the EU that were made in China climbed from around 3% to more than 20% in the past three years. Chinese brands accounted for around 8% of that market share, as international companies that export from China including Tesla Inc. taking up the rest.</p><p style=\"text-align: start;\">Still, Europe’s tariff hike will have a “minor impact” on Chinese manufacturers because the region accounts for only a fraction of their total sales, according to Daiwa Securities analyst Kevin Lau. Europe contributed between 1% to 3% of overall sales for BYD Co., Zhejiang Geely Holding Group Co. and SAIC Motor Corp. in the first four months of this year, he estimated.</p><p style=\"text-align: start;\">While Brussels has sought a level playing field for European companies, Germany’s automakers are concerned about blowback that could exacerbate challenges they’re already having in their most important market globally. Mercedes-Benz Group AG and BMW AG pressed Berlin to vote against the higher tariffs and urged the EU to negotiate with Beijing.</p><p style=\"text-align: start;\">German automakers including Volkswagen AG, Mercedes and BMW would be hit hardest in a trade spat as China accounted for roughly a third of their car sales in 2023.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>EU to Impose Tariffs Up to 45% on Electric Vehicles From China</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nEU to Impose Tariffs Up to 45% on Electric Vehicles From China\n</h2>\n<h4 class=\"meta\">\n\n\n2024-10-04 17:10 GMT+8   <a href=\"https://www.bloomberg.com/news/articles/2024-10-04/eu-votes-to-impose-tariffs-of-up-to-45-on-china-made-evs\"><strong>Bloomberg</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>The European Union voted on Friday to impose tariffs as high as 45% on electric vehicles from China in a move set to increase trade tensions with Beijing, according to people familiar with the process...</p>\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-04/eu-votes-to-impose-tariffs-of-up-to-45-on-china-made-evs\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-04/eu-votes-to-impose-tariffs-of-up-to-45-on-china-made-evs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198368166","content_text":"The European Union voted on Friday to impose tariffs as high as 45% on electric vehicles from China in a move set to increase trade tensions with Beijing, according to people familiar with the process.The European Commission, the bloc’s executive arm, can now proceed with implementing the duties, which would last for five years, said the people, who spoke on the condition of anonymity. Ten member states voted in favor of the measure, while Germany and four others voted against and 12 abstained.The decision by the EU comes after an investigation found that China unfairly subsidized its industry. Beijing denies that claim and has threatened its own tariffs on European dairy, brandy, pork and automobile sectors.The bloc is actively trying to reduce its dependencies on China, with former European Central Bank President Mario Draghi warning last month that “China’s state-sponsored competition” was a threat to the EU that could leave it vulnerable to coercion. The EU, which did €739 billion ($815 billion) in trade with China last year, was split on whether to move forward with the duties.The EU and China will continue negotiations to find an alternative to the tariffs. The two sides are exploring whether an agreement can be reached on a mechanism to control prices and volumes of exports in place of the duties.The European Commission, the bloc’s executive arm, has repeatedly said that any alternative to tariffs has to have strict requirements, including alignment with World Trade Organization rules, address the impact of China’s subsidies and be something the EU can monitor for compliance.The new tariff rates will be as high as 35% for EV manufacturers exporting from China. The new duties would be on top of the existing 10% rate.Chinese EV makers will have to decide whether to absorb the tariffs or raise prices, at a time when slowing demand at home is squeezing their profit margins. The prospect of duties has prompted some Chinese automakers to consider investing in factories in Europe, which might help them dodge tariffs.The additional tariffs already have slowed Chinese carmakers’ momentum in Europe, with their sales plunging 48% in August to an 18-month low. The region is a desirable destination for the nation’s manufacturers because EVs sell in relatively high numbers and at much more robust prices than other export markets.The share of electric cars sold in the EU that were made in China climbed from around 3% to more than 20% in the past three years. Chinese brands accounted for around 8% of that market share, as international companies that export from China including Tesla Inc. taking up the rest.Still, Europe’s tariff hike will have a “minor impact” on Chinese manufacturers because the region accounts for only a fraction of their total sales, according to Daiwa Securities analyst Kevin Lau. Europe contributed between 1% to 3% of overall sales for BYD Co., Zhejiang Geely Holding Group Co. and SAIC Motor Corp. in the first four months of this year, he estimated.While Brussels has sought a level playing field for European companies, Germany’s automakers are concerned about blowback that could exacerbate challenges they’re already having in their most important market globally. Mercedes-Benz Group AG and BMW AG pressed Berlin to vote against the higher tariffs and urged the EU to negotiate with Beijing.German automakers including Volkswagen AG, Mercedes and BMW would be hit hardest in a trade spat as China accounted for roughly a third of their car sales in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349894568120584,"gmtCreate":1726459184095,"gmtModify":1726461481243,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Simple, so bad why need to talk so much? Ang mo bs everyday standard talk, how come tencent no fall to $200 huh? So bad mah... Baba should also be $60 but it's not... What weak chinese data? Please substantiate with FACTS. Oh sorry Western news data is sorely&nbsp;lacking that.","listText":"Simple, so bad why need to talk so much? Ang mo bs everyday standard talk, how come tencent no fall to $200 huh? So bad mah... Baba should also be $60 but it's not... What weak chinese data? Please substantiate with FACTS. Oh sorry Western news data is sorely&nbsp;lacking that.","text":"Simple, so bad why need to talk so much? Ang mo bs everyday standard talk, how come tencent no fall to $200 huh? So bad mah... Baba should also be $60 but it's not... What weak chinese data? Please substantiate with FACTS. Oh sorry Western news data is sorely lacking that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/349894568120584","repostId":"1168775344","repostType":4,"repost":{"id":"1168775344","kind":"news","pubTimestamp":1726454391,"share":"https://ttm.financial/m/news/1168775344?lang=&edition=fundamental","pubTime":"2024-09-16 10:39","market":"hk","language":"en","title":"Hong Kong Stocks Fall on Weak China Data; Alibaba and Tencent Lead Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1168775344","media":"South China Morning Post","summary":"Hong Kong stocks dropped to near a one-month low as China’s lacklustre economic data triggered a sell-off, while the US Federal Reserve’s imminent easing cycle helped limit losses.The Hang Seng Index lost 0.6 per cent to 17,256.80 as of 10:40am local time, while the Tech Index declined 0.9 per cent. Mainland markets are closed through Tuesday for a holiday.E-commerce company Alibaba Group Holding lost 1.3 per cent to HK$81.6, rival JD.com dropped 2.6 per cent to HK$101.60, while Tencent weakened","content":"<html><head></head><body><p>Hong Kong stocks dropped to near a one-month low as China’s lacklustre economic data triggered a sell-off, while the US Federal Reserve’s imminent easing cycle helped limit losses.</p><p style=\"text-align: start;\">The Hang Seng Index lost 0.6 per cent to 17,256.80 as of 10:40am local time, while the Tech Index declined 0.9 per cent. Mainland markets are closed through Tuesday for a holiday.</p><p>E-commerce company Alibaba Group Holding lost 1.3 per cent to HK$81.6, rival JD.com dropped 2.6 per cent to HK$101.60, while Tencent weakened 0.5 per cent to HK$372.80. EV giant BYD slipped 0.6 per cent to HK$238.40, while developer China Resources Land tumbled 5 per cent to HK$18.62.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b68d61accaa91e0d571a2c4d4ddcd8c\" tg-height=\"837\" tg-width=\"291\"/></p><p>Chinese industrial production, retail sales and fixed asset investment all fell short of expectations for August, while home prices reported their steepest annual decline in nine years. Meanwhile, August credit growth also eased, led by a sustained decline in demand among households and companies.</p><p style=\"text-align: start;\">The data “amplify the concerns of further deterioration in growth momentum and confidence and risks of a liquidity trap,” analysts at Barclays said in a note over the weekend.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Hong Kong Stocks Fall on Weak China Data; Alibaba and Tencent Lead Losses</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nHong Kong Stocks Fall on Weak China Data; Alibaba and Tencent Lead Losses\n</h2>\n<h4 class=\"meta\">\n\n\n2024-09-16 10:39 GMT+8   <a href=\"https://www.scmp.com/business/markets/article/3278646/hong-kong-stocks-fall-weak-china-data-alibaba-and-tencent-lead-losses?module=top_story&pgtype=subsection\"><strong>South China Morning Post</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Hong Kong stocks dropped to near a one-month low as China’s lacklustre economic data triggered a sell-off, while the US Federal Reserve’s imminent easing cycle helped limit losses.The Hang Seng Index ...</p>\n<a href=\"https://www.scmp.com/business/markets/article/3278646/hong-kong-stocks-fall-weak-china-data-alibaba-and-tencent-lead-losses?module=top_story&pgtype=subsection\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09988":"阿里巴巴-W","00700":"腾讯控股"},"source_url":"https://www.scmp.com/business/markets/article/3278646/hong-kong-stocks-fall-weak-china-data-alibaba-and-tencent-lead-losses?module=top_story&pgtype=subsection","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168775344","content_text":"Hong Kong stocks dropped to near a one-month low as China’s lacklustre economic data triggered a sell-off, while the US Federal Reserve’s imminent easing cycle helped limit losses.The Hang Seng Index lost 0.6 per cent to 17,256.80 as of 10:40am local time, while the Tech Index declined 0.9 per cent. Mainland markets are closed through Tuesday for a holiday.E-commerce company Alibaba Group Holding lost 1.3 per cent to HK$81.6, rival JD.com dropped 2.6 per cent to HK$101.60, while Tencent weakened 0.5 per cent to HK$372.80. EV giant BYD slipped 0.6 per cent to HK$238.40, while developer China Resources Land tumbled 5 per cent to HK$18.62.Chinese industrial production, retail sales and fixed asset investment all fell short of expectations for August, while home prices reported their steepest annual decline in nine years. Meanwhile, August credit growth also eased, led by a sustained decline in demand among households and companies.The data “amplify the concerns of further deterioration in growth momentum and confidence and risks of a liquidity trap,” analysts at Barclays said in a note over the weekend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348095650537752,"gmtCreate":1726007822203,"gmtModify":1726007825800,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"And def not a company to hold long.&nbsp;","listText":"And def not a company to hold long.&nbsp;","text":"And def not a company to hold long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348095650537752","repostId":"2466463670","repostType":4,"repost":{"id":"2466463670","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726041676,"share":"https://ttm.financial/m/news/2466463670?lang=&edition=fundamental","pubTime":"2024-09-11 16:01","market":"us","language":"en","title":"Palantir Chairman Peter Thiel to Sell Up to $1 Billion of Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2466463670","media":"Dow Jones","summary":"Palantir stock has soared since it was announced late Friday that shares of the data-analytics company would join the S&P 500 index, effective Sept. 23. One of its largest shareholders could cash in o","content":"<html><head></head><body><p>Palantir stock has soared since it was announced late Friday that shares of the data-analytics company would join the S&P 500 index, effective Sept. 23. One of its largest shareholders could cash in on that move by selling as much as $1 billion of the stock.</p><p>Palantir stock slipped 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90cf16672c8db68d4524b9a0c144d59f\" tg-height=\"829\" tg-width=\"787\"/></p><p>Palantir disclosed in a regulatory form in August that Rivendell 7 LLC, an investment vehicle owned by co-founder and Chairman Peter Thiel, on May 15 adopted a so-called Rule 10b5-1 plan allowing for the sale of as many as 28,590,737 shares by Dec. 31, 2025, or earlier.</p><p>Executives and directors adopt such plans to remove the potential for them to benefit from nonpublic information when selling or buying stock. The plans automatically execute trades when preset conditions, such as price, volume, and timing, are met.</p><p>Thiel didn't immediately respond to a request for comment on the stock-selling plan.</p><p>Although it was adopted nearly four months ago, Thiel's plan hasn't yet executed any sales of Palantir stock. His last sales were from May 8 through 10 when Thiel sold a total of 13 million shares for $273.5 million, or $21.11 each on average. Those transactions were made through a trading plan adopted on Dec. 12.</p><p>Rivendell 7 sold 8 million Palantir shares in those transactions, leaving it with 62.9 million shares. STS Holdings II LLC, another Thiel vehicle, sold 5 million Palantir shares in those transactions, leaving it with 15.7 million shares. Other Thiel vehicles owned 21 million Palantir shares.</p><p>Thiel vehicles also own 32.5 million supervoting Class B Palantir shares, and as a Palantir co-founder Thiel has sole investment power over 335,000 Class F shares held in the Founder Voting Trust. Palantir's publicly traded shares each carry one vote, and Class B shares each carry 10 votes.</p><p>The Founder Voting Trust consists of 1,005,000 Class F shares, owned equally by the three co-founders of Palantir -- Thiel, CEO Alexander Karp and Stephen Cohen, president and secretary -- and generally represents a 49.99% voting interest.</p><p>Palantir stock has doubled year to date, including a 14% jump on Monday after the late Friday S&P 500 announcement. At a recent stock price of $34.17, the shares that Thiel's vehicle plans to sell are valued at $977 million in total.</p><p>When Thiel's plan will begin selling Palantir stock remains to be seen. Shares are already 62% above the average price of the May sales.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>Palantir Chairman Peter Thiel to Sell Up to $1 Billion of Stock</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPalantir Chairman Peter Thiel to Sell Up to $1 Billion of Stock\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-11 16:01</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Palantir stock has soared since it was announced late Friday that shares of the data-analytics company would join the S&P 500 index, effective Sept. 23. One of its largest shareholders could cash in on that move by selling as much as $1 billion of the stock.</p><p>Palantir stock slipped 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/90cf16672c8db68d4524b9a0c144d59f\" tg-height=\"829\" tg-width=\"787\"/></p><p>Palantir disclosed in a regulatory form in August that Rivendell 7 LLC, an investment vehicle owned by co-founder and Chairman Peter Thiel, on May 15 adopted a so-called Rule 10b5-1 plan allowing for the sale of as many as 28,590,737 shares by Dec. 31, 2025, or earlier.</p><p>Executives and directors adopt such plans to remove the potential for them to benefit from nonpublic information when selling or buying stock. The plans automatically execute trades when preset conditions, such as price, volume, and timing, are met.</p><p>Thiel didn't immediately respond to a request for comment on the stock-selling plan.</p><p>Although it was adopted nearly four months ago, Thiel's plan hasn't yet executed any sales of Palantir stock. His last sales were from May 8 through 10 when Thiel sold a total of 13 million shares for $273.5 million, or $21.11 each on average. Those transactions were made through a trading plan adopted on Dec. 12.</p><p>Rivendell 7 sold 8 million Palantir shares in those transactions, leaving it with 62.9 million shares. STS Holdings II LLC, another Thiel vehicle, sold 5 million Palantir shares in those transactions, leaving it with 15.7 million shares. Other Thiel vehicles owned 21 million Palantir shares.</p><p>Thiel vehicles also own 32.5 million supervoting Class B Palantir shares, and as a Palantir co-founder Thiel has sole investment power over 335,000 Class F shares held in the Founder Voting Trust. Palantir's publicly traded shares each carry one vote, and Class B shares each carry 10 votes.</p><p>The Founder Voting Trust consists of 1,005,000 Class F shares, owned equally by the three co-founders of Palantir -- Thiel, CEO Alexander Karp and Stephen Cohen, president and secretary -- and generally represents a 49.99% voting interest.</p><p>Palantir stock has doubled year to date, including a 14% jump on Monday after the late Friday S&P 500 announcement. At a recent stock price of $34.17, the shares that Thiel's vehicle plans to sell are valued at $977 million in total.</p><p>When Thiel's plan will begin selling Palantir stock remains to be seen. Shares are already 62% above the average price of the May sales.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4551":"寇图资本持仓","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4547":"WSB热门概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4581":"高盛持仓","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4227":"交易和支付处理服务","BK4566":"资本集团","LU1861217088.USD":"贝莱德金融科技A2","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4543":"AI","BK4527":"明星科技股","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466463670","content_text":"Palantir stock has soared since it was announced late Friday that shares of the data-analytics company would join the S&P 500 index, effective Sept. 23. One of its largest shareholders could cash in on that move by selling as much as $1 billion of the stock.Palantir stock slipped 2% in premarket trading.Palantir disclosed in a regulatory form in August that Rivendell 7 LLC, an investment vehicle owned by co-founder and Chairman Peter Thiel, on May 15 adopted a so-called Rule 10b5-1 plan allowing for the sale of as many as 28,590,737 shares by Dec. 31, 2025, or earlier.Executives and directors adopt such plans to remove the potential for them to benefit from nonpublic information when selling or buying stock. The plans automatically execute trades when preset conditions, such as price, volume, and timing, are met.Thiel didn't immediately respond to a request for comment on the stock-selling plan.Although it was adopted nearly four months ago, Thiel's plan hasn't yet executed any sales of Palantir stock. His last sales were from May 8 through 10 when Thiel sold a total of 13 million shares for $273.5 million, or $21.11 each on average. Those transactions were made through a trading plan adopted on Dec. 12.Rivendell 7 sold 8 million Palantir shares in those transactions, leaving it with 62.9 million shares. STS Holdings II LLC, another Thiel vehicle, sold 5 million Palantir shares in those transactions, leaving it with 15.7 million shares. Other Thiel vehicles owned 21 million Palantir shares.Thiel vehicles also own 32.5 million supervoting Class B Palantir shares, and as a Palantir co-founder Thiel has sole investment power over 335,000 Class F shares held in the Founder Voting Trust. Palantir's publicly traded shares each carry one vote, and Class B shares each carry 10 votes.The Founder Voting Trust consists of 1,005,000 Class F shares, owned equally by the three co-founders of Palantir -- Thiel, CEO Alexander Karp and Stephen Cohen, president and secretary -- and generally represents a 49.99% voting interest.Palantir stock has doubled year to date, including a 14% jump on Monday after the late Friday S&P 500 announcement. At a recent stock price of $34.17, the shares that Thiel's vehicle plans to sell are valued at $977 million in total.When Thiel's plan will begin selling Palantir stock remains to be seen. Shares are already 62% above the average price of the May sales.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313209488859344,"gmtCreate":1717489484622,"gmtModify":1717489534331,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"Another attention seeking article by some wannabe \"investor\". Man stupid is aplenty but hey go quite Berkshire at your convenience...&nbsp;","listText":"Another attention seeking article by some wannabe \"investor\". Man stupid is aplenty but hey go quite Berkshire at your convenience...&nbsp;","text":"Another attention seeking article by some wannabe \"investor\". Man stupid is aplenty but hey go quite Berkshire at your convenience...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313209488859344","repostId":"2440541174","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312380617719912,"gmtCreate":1717290533117,"gmtModify":1717296306793,"author":{"id":"3561688895444322","authorId":"3561688895444322","name":"Cosmograph","avatar":"https://community-static.tradeup.com/news/5da27652e118329a7cb4c9cea910b77a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561688895444322","authorIdStr":"3561688895444322"},"themes":[],"htmlText":"BS move on political and suit... Don't buy Tesla if you think Musk is not instrumental. Obvious crap once again from stupid..","listText":"BS move on political and suit... Don't buy Tesla if you think Musk is not instrumental. Obvious crap once again from stupid..","text":"BS move on political and suit... Don't buy Tesla if you think Musk is not instrumental. Obvious crap once again from stupid..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312380617719912","repostId":"1137956205","repostType":2,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}