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江海豚

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2022-10-05

[微笑]

Pre-market | Soaring 33%, demon stocks are "crazy" again! Star Chinese concept stocks collectively rose

2022-10-05

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U.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%

2022-10-05

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2022-10-05

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U.S. airline stocks collectively strengthened, with American Airlines rising more than 9%

2022-10-02

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The "curse" of U.S. stocks in September has come true again. When will the sell-off come to an end?

2022-09-28

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The winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot

2022-09-28

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The winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe

2022-09-20

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823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed

2022-09-20

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The market rises and falls before and after the FOMC interest rate decision, what is predictive?

2022-09-20

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Another layoff and another plunge, the golden age of Silicon Valley is coming to an end?

2022-09-17

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Moody's: Commodity prices fluctuate, and company performance may be distorted

2022-09-17

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After CXO plummeted, the suffering and differentiation of medical fund managers

2022-09-17

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2022-09-17

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2022-09-17

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A big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash

2022-09-04

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2022-09-04

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Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5

2022-09-04

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@zippy1:Here’s Why First Eagle Investments Continue to Like Alibaba (BABA)

2021-07-01

1.88?

Go to Tiger App to see more news

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20:09","market":"us","language":"zh","title":"Pre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1124745006","media":"老虎资讯综合","summary":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超","content":"<p><html><head></head><body><b>Abstract: U.S. stock index futures rose, and major European stock indexes collectively rose sharply; FingerMotion rose more than 33% before the market, and the stock closed up 92.88% on the previous trading day;<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Ali,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Popular Chinese concept stocks generally rose; Considering a $7 billion sale of Canadian operations,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Up more than 4%.</b>On October 4, U.S. stock index futures rose, with Dow futures up 1.31%, S&P 500 up 1.63%, and Nasdaq futures up 2.03%.<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>Pre-market news</b></p><p>The European Parliament approves new regulations on USB type-C universal charging ports for electronic devices, which may force<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Change the charging port of its iPhone and other devices.</p><p>Naver, South Korea's largest search engine and portal, acquired Poshmark, the largest second-hand trading e-commerce platform in the United States, with an enterprise value of US $1.2 billion.</p><p>Market news,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Pledged up to $100 billion in funding for New York semiconductor plants.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>No Federal Aviation Administration (FAA) approval for the 737 MAX 10 is expected until summer 2023.</p><p>\"Sister Wood\" 's Ark Fund buys the bottom on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>130,000 shares, the fund's first increase in holdings since mid-June.</p><p>In the five months since April,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>iPhone Indian exports double to $1 billion.</p><p>Sources said<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>Is considering a multi-billion-pound sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Announced the cessation of all operations in Russia.</p><p>The European Commission approved the conversion of the conditional marketing authorisation to a standard marketing authorisation for Moderna COVID-19 vaccine Spikevax.</p><p>Lidar company Velodyne acquired AI software company Bluecity, and Bluecity's execution, software development and sales teams will join Velodyne.</p><p>Hilton will equip Peloton Interactive spinning bikes at 5,400 hotels across the United States.</p><p><b>Premarket Quotes</b></p><p><b>Another demon stock is coming!</b>FingerMotion rose more than 33% before the market. The stock closed up 92.88% on the previous trading day at $6.5. According to public information, FingerMotion, Inc. is committed to providing mobile payment and recharge services in the Chinese market. It is mainly directed to the<a href=\"https://laohu8.com/S/600050\">China Unicom</a>And<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Of customers provide these services to earn revenue. The company was founded on January 23, 2014 and is headquartered in New York, New York.<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>Chinese concept stocks generally rose before the market, and Wuxin Technology rose more than 4%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Holdings rose more than 4% before the market,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Considering $7 billion sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/VOD\">Vodafone</a>It rose more than 2% before the market, after previously saying that it was negotiating with Changhe<a href=\"https://laohu8.com/S/VOD\">Vodafone</a>United Kingdom and<a href=\"https://laohu8.com/S/BT\">British Telecom</a>The potential merger of the company Three UK is discussed.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>U.S. stocks rose more than 4% before the market opened, and the post that triggered speculation that it might be on the verge of bankruptcy was previously deleted by the author.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 3% before the market, and fell more than 8% the day before. \"Sister Wood\" bought 130,000 shares at the bottom. This is Wood's second purchase in 2022<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares, after she had been reducing her holdings in the previous year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares. The latest acquisition is further proof that Wood has started a bargain hunting craze again.</p><p>Rivian rose more than 9% before the market. In the third quarter of 2022, it delivered 6,584 vehicles and produced 7,363 vehicles, and said it maintained its full-year production target.</p><p>Poshmark rose more than 13% before the market, after news reported that Naver, South Korea's largest search engine and portal, acquired the company for an enterprise value of US $1.2 billion.</p><p>Sculptor rose more than 7% before the market. American billionaire investor Dan Och wrote to the board of directors of Sculptor Capital Management, saying that hedge funds are interested in mergers and acquisitions of the company.</p><p><b>European Market</b></p><p>Major European stock indexes collectively rose sharply. As of press time, Germany's DAX30 index rose 2.92%, and France's CAC40 rose 3.56%.<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $90.23/barrel, an intraday increase of 1.54%; Brent oil is now trading at $84.72 per barrel, an intraday increase of 1.28%.</p><p>There are reports that OPEC + 's meeting this week may decide to cut production by more than 1 million barrels per day in the future, which will continue to support oil prices.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said the news supported its bullish view. The morale of bulls continues to be encouraged. Coupled with the geopolitical tension between Russia and Ukraine, the US dollar has fallen, and U.S. stocks have rebounded sharply. There is room for further rebound in oil prices in the short term.</p><p><b>Gold</b></p><p>Spot gold rose 0.63% during the day to $1,712.65 an ounce.</p><p>U.S. manufacturing PMI data performed poorly overnight, and the dollar and U.S. bond yields fell back to more than a week's low, providing upward momentum for gold prices. Moreover, the geopolitical situation between Russia and Ukraine is still tense. The market is not optimistic about the non-agricultural data to be released this week, and there is still a chance for gold prices to rise further.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 20:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: U.S. stock index futures rose, and major European stock indexes collectively rose sharply; FingerMotion rose more than 33% before the market, and the stock closed up 92.88% on the previous trading day;<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Ali,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Popular Chinese concept stocks generally rose; Considering a $7 billion sale of Canadian operations,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Up more than 4%.</b>On October 4, U.S. stock index futures rose, with Dow futures up 1.31%, S&P 500 up 1.63%, and Nasdaq futures up 2.03%.<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>Pre-market news</b></p><p>The European Parliament approves new regulations on USB type-C universal charging ports for electronic devices, which may force<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Change the charging port of its iPhone and other devices.</p><p>Naver, South Korea's largest search engine and portal, acquired Poshmark, the largest second-hand trading e-commerce platform in the United States, with an enterprise value of US $1.2 billion.</p><p>Market news,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Pledged up to $100 billion in funding for New York semiconductor plants.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>No Federal Aviation Administration (FAA) approval for the 737 MAX 10 is expected until summer 2023.</p><p>\"Sister Wood\" 's Ark Fund buys the bottom on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>130,000 shares, the fund's first increase in holdings since mid-June.</p><p>In the five months since April,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>iPhone Indian exports double to $1 billion.</p><p>Sources said<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>Is considering a multi-billion-pound sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Announced the cessation of all operations in Russia.</p><p>The European Commission approved the conversion of the conditional marketing authorisation to a standard marketing authorisation for Moderna COVID-19 vaccine Spikevax.</p><p>Lidar company Velodyne acquired AI software company Bluecity, and Bluecity's execution, software development and sales teams will join Velodyne.</p><p>Hilton will equip Peloton Interactive spinning bikes at 5,400 hotels across the United States.</p><p><b>Premarket Quotes</b></p><p><b>Another demon stock is coming!</b>FingerMotion rose more than 33% before the market. The stock closed up 92.88% on the previous trading day at $6.5. According to public information, FingerMotion, Inc. is committed to providing mobile payment and recharge services in the Chinese market. It is mainly directed to the<a href=\"https://laohu8.com/S/600050\">China Unicom</a>And<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Of customers provide these services to earn revenue. The company was founded on January 23, 2014 and is headquartered in New York, New York.<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>Chinese concept stocks generally rose before the market, and Wuxin Technology rose more than 4%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Holdings rose more than 4% before the market,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Considering $7 billion sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/VOD\">Vodafone</a>It rose more than 2% before the market, after previously saying that it was negotiating with Changhe<a href=\"https://laohu8.com/S/VOD\">Vodafone</a>United Kingdom and<a href=\"https://laohu8.com/S/BT\">British Telecom</a>The potential merger of the company Three UK is discussed.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>U.S. stocks rose more than 4% before the market opened, and the post that triggered speculation that it might be on the verge of bankruptcy was previously deleted by the author.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 3% before the market, and fell more than 8% the day before. \"Sister Wood\" bought 130,000 shares at the bottom. This is Wood's second purchase in 2022<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares, after she had been reducing her holdings in the previous year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares. The latest acquisition is further proof that Wood has started a bargain hunting craze again.</p><p>Rivian rose more than 9% before the market. In the third quarter of 2022, it delivered 6,584 vehicles and produced 7,363 vehicles, and said it maintained its full-year production target.</p><p>Poshmark rose more than 13% before the market, after news reported that Naver, South Korea's largest search engine and portal, acquired the company for an enterprise value of US $1.2 billion.</p><p>Sculptor rose more than 7% before the market. American billionaire investor Dan Och wrote to the board of directors of Sculptor Capital Management, saying that hedge funds are interested in mergers and acquisitions of the company.</p><p><b>European Market</b></p><p>Major European stock indexes collectively rose sharply. As of press time, Germany's DAX30 index rose 2.92%, and France's CAC40 rose 3.56%.<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $90.23/barrel, an intraday increase of 1.54%; Brent oil is now trading at $84.72 per barrel, an intraday increase of 1.28%.</p><p>There are reports that OPEC + 's meeting this week may decide to cut production by more than 1 million barrels per day in the future, which will continue to support oil prices.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said the news supported its bullish view. The morale of bulls continues to be encouraged. Coupled with the geopolitical tension between Russia and Ukraine, the US dollar has fallen, and U.S. stocks have rebounded sharply. There is room for further rebound in oil prices in the short term.</p><p><b>Gold</b></p><p>Spot gold rose 0.63% during the day to $1,712.65 an ounce.</p><p>U.S. manufacturing PMI data performed poorly overnight, and the dollar and U.S. bond yields fell back to more than a week's low, providing upward momentum for gold prices. Moreover, the geopolitical situation between Russia and Ukraine is still tense. The market is not optimistic about the non-agricultural data to be released this week, and there is still a chance for gold prices to rise further.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"HSBC":"汇丰","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数",".SPX":"S&P 500 Index","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯","POSH":"Poshmark, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124745006","content_text":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超4%。10月4日，美股股指期货上涨，道指期货涨1.31%，标普500指数涨1.63%，纳指期货涨2.03%。盘前要闻欧盟议会批准电子设备USB type-C通用充电端口新规，或将迫使苹果改变其iPhone和其他设备的充电端口。韩国最大搜索引擎和门户网站Naver以12亿美元的企业价值收购美国最大二手交易电商平台Poshmark。市场消息，美光科技承诺为纽约半导体工厂提供高达1000亿美元的资金。波音预计在2023年夏季之前不会获得美国联邦航空管理局（FAA）对737 MAX 10的批准。“木头姐”旗下方舟基金周一抄底特斯拉13万股，为该基金6月中旬以来首次增持。自4月以来的五个月里，苹果iPhone印度出口量翻倍至10亿美元。消息称汇丰控股正考虑以数十亿英镑的价格出售加拿大业务。英伟达宣布停止在俄罗斯的所有业务。欧盟委员会批准将Moderna新冠疫苗Spikevax的有条件上市许可转换为标准上市许可。激光雷达公司Velodyne收购AI软件公司Bluecity，Bluecity执行、软件开发和销售团队将加入Velodyne。希尔顿将在全美5400家酒店配备Peloton Interactive动感单车。盘前行情又一只妖股来袭！FingerMotion盘前涨超33%。该股上一交易日收涨92.88%，报6.5美元。公开消息显示，FingerMotion，Inc.致力于在中国市场提供移动支付和充值服务。它主要通过向中国联通和中国移动的客户提供这些服务来赚取收入。该公司于2014年1月23日创立，总部位于纽约州纽约。中概股盘前普涨，雾芯科技涨超4%， 拼多多、小鹏汽车涨超3%，哔哩哔哩、爱奇艺、阿里巴巴、网易、京东、百度、贝壳、理想汽车涨超2%。汇丰控股盘前涨超4%，汇丰控股考虑以70亿美元出售加拿大业务。沃达丰盘前涨超2%，此前表示正与长和就沃达丰英国和英国电信公司Three UK潜在合并事宜进行讨论。瑞士信贷美股盘前涨超4%，引发其可能濒临破产猜测的帖文此前被作者删除。特斯拉盘前涨超3%，前一日跌超8%，“木头姐”出手抄底13万股。这是伍德在2022年第二次购买特斯拉股份，此前一年她一直在减持特斯拉股份。最新的收购进一步证明，伍德又开始了逢低买进的热潮。Rivian盘前涨逾9%，2022年第三季度交付量为6584辆，产量7363辆，并表示维持全年产量目标。Poshmark盘前涨超13%，消息称韩国最大的搜索引擎和门户网站Naver以12亿美元的企业价值收购该公司。Sculptor盘前涨超7%，美国亿万富翁投资者Dan Och致信Sculptor Capital Management董事会，称有对冲基金对该公司有并购兴趣。欧洲市场欧洲主要股指集体大涨，截至发稿，德国DAX30指数涨2.92%，法国CAC40涨3.56%。原油国际油价上涨，美油报90.23美元/桶，日内涨幅1.54%；布油现报84.72美元/桶，日内涨幅1.28%。有报道称OPEC+本周会议可能会决定未来减产100万桶/日以上，持续支撑油价，高盛称该消息支撑了其看涨观点。多头士气持续受到鼓舞，再加上俄乌地缘局势紧张，美元回落，美股大幅反弹，油价短线存在进一步反弹空间。黄金现货黄金日内涨0.63%%，报1712.65美元/盎司。隔夜美国制造业PMI数据表现不佳，美元和美债收益率回落至逾一周低位，给金价提供上涨动能。而且俄乌地缘局势依然紧张，市场对本周将出炉的非农数据预期并不乐观，金价仍有进一步走高机会。","news_type":1,"symbols_score_info":{".IXIC":0.9,"TTTN":0.9,"CS":0.9,".DJI":0.9,"POSH":0.9,"HSBC":0.9,".SPX":0.9,"TSLA":0.9,"RIVN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768983,"gmtCreate":1664908403642,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768983","repostId":"1186011174","repostType":4,"repost":{"id":"1186011174","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664892072,"share":"https://ttm.financial/m/news/1186011174?lang=en_US&edition=fundamental","pubTime":"2022-10-04 22:01","market":"other","language":"zh","title":"U.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186011174","media":"老虎资讯综合","summary":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，","content":"<p><html><head></head><body>On October 4, U.S. stocks opened higher and moved higher, and the Nasdaq index rose to 3%. Investors continue to pay attention to whether the Fed's tightening monetary policy will turn. U.S. bond yields continue to fall, the dollar falls, and money markets expect Federal Funds rate to peak in March next year.</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>U.S. Treasury Bond yields continued to slide on Tuesday, with the 10-year Treasury Bond yield falling to 3.583%. Last week, the yield once exceeded 4%.</p><p>The dollar fell to its lowest level since September 22, and the pound rallied to the dollar hit significant headwinds. Britain's withdrawal from a package of tax cuts has eased nervousness over the health of the Government's finances, even as doubts remain about the pound's outlook.</p><p>U.S. stocks closed higher on Monday. Some analysts believe that some unfavorable factors faced by U.S. stocks are easing, boosting investor sentiment.</p><p>Hopes are that the latest signs of a weak U.S. economy will prompt the Federal Reserve to reconsider its aggressive monetary tightening, at a time when money markets expect Federal Funds rate to peak in March next year and traders have lowered their rate hike bets on the Fed.</p><p>Investors see weaker-than-expected U.S. manufacturing data supporting the Fed's dovish bias after rate hike 3 percentage points began to bite on the economy.</p><p>Data released by the Institute for Supply Management (ISM) on Monday showed that the U.S. ISM manufacturing purchasing managers' index in September was 50.9%, lower than 52.8% in August, the lowest since May 2020, and worse than expected; The final value of the manufacturing purchasing managers index (PMI) was 52, slightly higher than the expected 51.8.</p><p>JPMorgan Chase pointed out that the global manufacturing PMI fell to 49.8 in September, the first contraction in more than two years.</p><p>Major U.S. stock indexes rebounded on Monday after losses in September and the third quarter. The Dow closed 765 points higher that day, or nearly 2.7%, its best one-day performance since June 24. The S&P 500 rose about 2.6%, its biggest one-day gain since July 27. The Nasdaq rose about 2.3%.</p><p>Jon Maier, chief investment officer of Global X ETFs, said: \"This is a rebound after the release of market pressure.\" He cautioned against treating a day's performance as a trend, because a day's stock market gains driven by a release of pressure doesn't change the whole story.</p><p>U.S. stocks rebounded on Monday, prompting investors to determine whether U.S. stocks have bottomed out. Before the rebound in U.S. stocks yesterday, it had been more than six months since U.S. stocks fell into a bear market, and the S&P 500 index had fallen by about 25% from its recent peak.</p><p>Investors' pessimism about the stock market has peaked, and they are putting their money into other assets. Goldman Sachs' (309.35, 10.20, 3.41%) investor sentiment indicators were negative for the 31st consecutive week, near record levels.</p><p>Goldman Sachs strategists said this meant the end of the \"There Is No Alternative to equities\" (TINA) period. However, extreme pessimism is seen as an indicator of counter-trend bullish.</p><p>The latest AAII U.S. Retail Sentiment Index shows the number of bears-those who believe stocks are moving lower over the next six months-topped 60% for the second week in a row.</p><p>Bank of America's bull-bear indicator remains at its maximum bearish level of 0.0 as bond flows and credit technicals deteriorate. But strategist Michael Hartnett warned that when there is a financial crisis like the one in 2008, the indicator's contrarian buy signal doesn't work.</p><p>Deutsche Bank analyst Jim Reid said: \"A variety of factors drove the rebound in U.S. stocks on Monday, but the main reason is that more and more investors speculate that the Fed may soon turn to a more dovish stance, especially after the market turmoil in the past few weeks.\"</p><p>Morgan Stanley analyst Mike Wilson believes that the Federal Reserve will have to follow the example of the Bank of England in ending quantitative tightening and restarting the quantitative easing, thus prompting the stock market to continue to rebound.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 22:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 4, U.S. stocks opened higher and moved higher, and the Nasdaq index rose to 3%. Investors continue to pay attention to whether the Fed's tightening monetary policy will turn. U.S. bond yields continue to fall, the dollar falls, and money markets expect Federal Funds rate to peak in March next year.</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>U.S. Treasury Bond yields continued to slide on Tuesday, with the 10-year Treasury Bond yield falling to 3.583%. Last week, the yield once exceeded 4%.</p><p>The dollar fell to its lowest level since September 22, and the pound rallied to the dollar hit significant headwinds. Britain's withdrawal from a package of tax cuts has eased nervousness over the health of the Government's finances, even as doubts remain about the pound's outlook.</p><p>U.S. stocks closed higher on Monday. Some analysts believe that some unfavorable factors faced by U.S. stocks are easing, boosting investor sentiment.</p><p>Hopes are that the latest signs of a weak U.S. economy will prompt the Federal Reserve to reconsider its aggressive monetary tightening, at a time when money markets expect Federal Funds rate to peak in March next year and traders have lowered their rate hike bets on the Fed.</p><p>Investors see weaker-than-expected U.S. manufacturing data supporting the Fed's dovish bias after rate hike 3 percentage points began to bite on the economy.</p><p>Data released by the Institute for Supply Management (ISM) on Monday showed that the U.S. ISM manufacturing purchasing managers' index in September was 50.9%, lower than 52.8% in August, the lowest since May 2020, and worse than expected; The final value of the manufacturing purchasing managers index (PMI) was 52, slightly higher than the expected 51.8.</p><p>JPMorgan Chase pointed out that the global manufacturing PMI fell to 49.8 in September, the first contraction in more than two years.</p><p>Major U.S. stock indexes rebounded on Monday after losses in September and the third quarter. The Dow closed 765 points higher that day, or nearly 2.7%, its best one-day performance since June 24. The S&P 500 rose about 2.6%, its biggest one-day gain since July 27. The Nasdaq rose about 2.3%.</p><p>Jon Maier, chief investment officer of Global X ETFs, said: \"This is a rebound after the release of market pressure.\" He cautioned against treating a day's performance as a trend, because a day's stock market gains driven by a release of pressure doesn't change the whole story.</p><p>U.S. stocks rebounded on Monday, prompting investors to determine whether U.S. stocks have bottomed out. Before the rebound in U.S. stocks yesterday, it had been more than six months since U.S. stocks fell into a bear market, and the S&P 500 index had fallen by about 25% from its recent peak.</p><p>Investors' pessimism about the stock market has peaked, and they are putting their money into other assets. Goldman Sachs' (309.35, 10.20, 3.41%) investor sentiment indicators were negative for the 31st consecutive week, near record levels.</p><p>Goldman Sachs strategists said this meant the end of the \"There Is No Alternative to equities\" (TINA) period. However, extreme pessimism is seen as an indicator of counter-trend bullish.</p><p>The latest AAII U.S. Retail Sentiment Index shows the number of bears-those who believe stocks are moving lower over the next six months-topped 60% for the second week in a row.</p><p>Bank of America's bull-bear indicator remains at its maximum bearish level of 0.0 as bond flows and credit technicals deteriorate. But strategist Michael Hartnett warned that when there is a financial crisis like the one in 2008, the indicator's contrarian buy signal doesn't work.</p><p>Deutsche Bank analyst Jim Reid said: \"A variety of factors drove the rebound in U.S. stocks on Monday, but the main reason is that more and more investors speculate that the Fed may soon turn to a more dovish stance, especially after the market turmoil in the past few weeks.\"</p><p>Morgan Stanley analyst Mike Wilson believes that the Federal Reserve will have to follow the example of the Bank of England in ending quantitative tightening and restarting the quantitative easing, thus prompting the stock market to continue to rebound.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186011174","content_text":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，10年期国债收益率降至3.583%。上周该项收益率一度突破4%。美元跌至9月22日以来的最低水平，英镑反弹使美元遭遇重大阻力。英国退出一项减税计划，缓解了人们对政府财政健康状况的紧张情绪，尽管人们对英镑前景仍存有疑虑。周一美股收高。有分析师认为，美股面临的一些不利因素正在缓解，提振了投资者的情绪。人们希望美国经济疲软的最新迹象将促使美联储重新考虑其激进的货币紧缩政策，与此同时，货币市场预计联邦基金利率将在明年3月见顶，交易员降低了对美联储的加息押注。投资者认为，在加息3个百分点开始对经济产生影响后，美国制造业数据弱于预期，支持了美联储的鸽派倾向。美国供应管理协会（ISM）周一公布的数据显示，美国9月ISM制造业采购经理人指数为50.9%，低于8月份的52.8%，为2020年5月以来低位，逊于预期；制造业采购经理指数（PMI）终值报52，略高预期的51.8。摩根大通指出，9月环球制造业PMI降至49.8，是逾两年以来首次收缩。周一美股主要股指在经历了9月与第三季度下跌之后反弹。当天道指收高765点，涨幅近2.7%，创6月24日以来的最佳单日表现。标普500指数上涨约2.6%，创7月27日以来的最大单日涨幅。纳指上涨约2.3%。Global X ETFs首席投资官Jon Maier表示：“这是市场压力释放后的反弹。”他警告称，不要将股市一天的表现视为趋势，因为压力释放推动的某一天股市上涨，并不能改变整个故事。周一美股反弹，促使投资者想确定美股是否已经筑底。昨日美股反弹之前，美股跌入熊市已经有六个多月，标普500指数较其近期最高点已下跌约25%。投资者对股市的悲观情绪已达到顶峰，他们将资金投入到其他资产。高盛(309.35,10.20,3.41%)的投资者情绪指标连续第31周为负值，接近创纪录水平。高盛策略师表示，这意味着“除股票外别无选择”（There Is No Alternative to equities，TINA）时期的结束。不过，极端悲观的情绪被视为逆势看涨的指标。最新的AAII美国散户情绪指数显示，空头（即认为股票在未来六个月内走低的人）数量连续第二周超过60%。由于债券流动和信贷技术面恶化，美国银行的牛熊指标仍处于0.0的最大看跌水平。但策略师Michael Hartnett警告称，当出现像2008年那样的金融危机时，该指标的逆势买入信号不起作用。德意志银行分析师Jim Reid表示：“有多种因素推动了美股周一反弹，但主要原因是越来越多投资者猜测美联储可能很快会转向更鸽派的立场，特别是在过去几周市场动荡之后。”摩根士丹利分析师Mike Wilson认为，美联储将不得不效仿英国央行，结束量化紧缩并重启量化宽松，从而促使股市持续反弹。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768001,"gmtCreate":1664908267103,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768001","repostId":"2273485073","repostType":2,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912761741,"gmtCreate":1664908249983,"gmtModify":1676537526481,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912761741","repostId":"1182637030","repostType":4,"repost":{"id":"1182637030","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664897112,"share":"https://ttm.financial/m/news/1182637030?lang=en_US&edition=fundamental","pubTime":"2022-10-04 23:25","market":"other","language":"zh","title":"U.S. airline stocks collectively strengthened, with American Airlines rising more than 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182637030","media":"老虎资讯综合","summary":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","content":"<p><html><head></head><body>On October 4, U.S. airline stocks collectively strengthened.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>Rose more than 9%,<a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>Rose more than 8%,<a href=\"https://laohu8.com/S/JBLU\">JetBlue Airways</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>、<a href=\"https://laohu8.com/S/SKYW\">West Air</a>、<a href=\"https://laohu8.com/S/HA\">Hawaii Holdings</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. airline stocks collectively strengthened, with American Airlines rising more than 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. airline stocks collectively strengthened, with American Airlines rising more than 9%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 23:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 4, U.S. airline stocks collectively strengthened.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>Rose more than 9%,<a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>Rose more than 8%,<a href=\"https://laohu8.com/S/JBLU\">JetBlue Airways</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>、<a href=\"https://laohu8.com/S/SKYW\">West Air</a>、<a href=\"https://laohu8.com/S/HA\">Hawaii Holdings</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"UAL":"联合大陆航空","DAL":"达美航空","BK4500":"航空公司","BK4008":"航空公司","AAL":"美国航空","BK4547":"WSB热门概念","JBLU":"捷蓝航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182637030","content_text":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","news_type":1,"symbols_score_info":{"UAL":0.9,"DAL":0.9,"AAL":0.9,"JBLU":0.9}},"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912059461,"gmtCreate":1664714109853,"gmtModify":1676537497457,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912059461","repostId":"1115419515","repostType":4,"repost":{"id":"1115419515","kind":"news","pubTimestamp":1664704661,"share":"https://ttm.financial/m/news/1115419515?lang=en_US&edition=fundamental","pubTime":"2022-10-02 17:57","market":"us","language":"zh","title":"The \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115419515","media":"第一财经","summary":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应","content":"<p><div>The panic index VIX stood firm at the 30 mark, and the capital game rebounded from oversold. U.S. stocks ended the third quarter in a new round of selling. In September, the \"curse\" was staged again, and the three major stock indexes fell to nearly two-year lows. As policy expectations remain aggressive, investors are worried that future rate hike will further drag down the U.S. economy, and spillover effects may spread around the world, triggering volatility risks in currency and bond markets. On the other hand, however, the trading heat in the derivatives market is heating up, and a large amount of funds are playing for the oversold rebound of the stock index. The upcoming non-agricultural employment report may become the fuse of market shocks in the coming week. Fed strengthens hawkish stance at last month's Fed interest rate meeting...</p><p><a href=\"https://www.yicai.com/news/101552952.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2022-10-02 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The panic index VIX stood firm at the 30 mark, and the capital game rebounded from oversold. U.S. stocks ended the third quarter in a new round of selling. In September, the \"curse\" was staged again, and the three major stock indexes fell to nearly two-year lows. As policy expectations remain aggressive, investors are worried that future rate hike will further drag down the U.S. economy, and spillover effects may spread around the world, triggering volatility risks in currency and bond markets. On the other hand, however, the trading heat in the derivatives market is heating up, and a large amount of funds are playing for the oversold rebound of the stock index. The upcoming non-agricultural employment report may become the fuse of market shocks in the coming week. Fed strengthens hawkish stance at last month's Fed interest rate meeting...</p><p><a href=\"https://www.yicai.com/news/101552952.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101552952.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.yicai.com/news/101552952.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115419515","content_text":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上，联邦公开市场委员会FOMC决定连续第三次加息75基点。与此同时，经济展望概要SEP中的政策预期变得越发强硬。值得注意的是，美联储内部在通胀问题上的重要共识也反映在了过去一周的公开讲话中。虽然美联储主席鲍威尔上周并未对货币政策发表观点，新任美联储副主席布雷纳德（Lael Brainard）的讲话确立了现阶段强硬的政策基调。她认为，在确定通胀在“非常高”的价格压力下有所放缓之前，货币政策可能会继续保持限制性。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，美联储的态度显示，他们决心推行限制性货币政策，直到通胀尽快回到2.0%的目标。预计利率在明年初触及本轮周期高位后将继续保持稳定，直到增长放缓和通胀降低为2024年的降息留出空间。最新公布的数据也为美联储的行动提供了支持，首先通胀压力依然高涨，作为最关注的通胀指标之一，美国8月个人消费支出物价指数PCE涨幅超过市场预期。其次，劳动力市场表现健康，最新初请失业金人数降至19.3万，创今年4月以来新低，这与美联储希望看到的正好相反，火热的就业环境可能成为推高通胀的潜在风险。10月7日美国将公布9月非农就业报告，一旦就业数据超预期或进一步加剧外界对于政策过度收紧的担忧。施瓦茨告诉记者，消费者仍在支撑经济。尽管价格高企且不断上涨，但个人消费小幅增长，这得益于强劲的就业市场和不断增长的收入。美联储显然不会对最新收入和支出报告中的价格指标感到满意，因此他们有强烈的动机继续加息，直到通胀趋势被打破。政策预期也继续推高美债收益率，与利率关联密切的2年期美债收益率站上4.2%，基准10年期美债收益率则突破3.8%关口。芝商所CME利率观察工具FedWatch显示，11月加息75基点和12月加息50基点的概率均略超过50%。施瓦茨认为，在通胀压力持续居高不下的情况下，预计美联储将在年底前将利率再提高125个基点。他认为，美国下半年经济增长将出现温和反弹，但持续高通胀、更积极的美联储货币政策紧缩、全球经济活动放缓的负面溢出效应以及企业盈利疲软，这些因素将推动美国经济在2023年上半年进入温和衰退。与此同时，金融市场动荡加剧，也给增长前景带来了下行风险。超跌反弹临近但风险犹存受通胀高烧不退的影响，8月以来美联储对加息的激进立场将美股进一步推入熊市，三大股指已经连续第三个季度下跌。个股表现持续低迷。据财经数据供应商FactSet的统计，标普500指数中有96家公司的股价触及52周新低，B.Riley Wealth首席市场策略师霍根（Art Hogan）表示：“如果要止跌，我们需要看到的是通胀显著降低，但现在还没有出现。因此这不会改变一直推动股市下跌的局面，也不会改变投资者情绪的反应。”除了对货币政策的担忧以外，多份业绩预警也引发了广泛关注。近一周来，耐克和嘉年华均在财报中提及了与通胀相关的利润压力。美国最大内存芯片制造商美光科技上季度营收同比下降约20%至66.4亿美元，为2020年疫情以来首次下降，并发布了疲弱的业绩指引。与此同时，大型科技股的经营也受到了经济压力的影响。苹果因需求放缓放弃了今年增产iPhone 14的计划，公司现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。脸书母公司 Meta Platform则宣布Meta冻结招聘，并将进行人员和团队重组，并削减成本和转移优先事项。股指波动环境下，CBOE恐慌指数VIX上周收于31.62，连续第二周处于30关口上方。衍生品交易再度活跃，根据嘉信理财提供的数据，9月以来美股期权日均交易量达到了4330万份，逼近去年11月创下的历史峰值。嘉信理财交易和衍生品董事总经理弗雷德里克（Randy Frederick）认为，过去一周，恐慌指数VIX看涨期权未平仓量环比增加13.3%，看跌期权未平仓量增长25%，变动幅度是正常水平的5倍至10倍，显示出随着波动性高位运行，资金开始博弈超跌反弹。标普500指数10月表现统计（资料来源：道琼斯市场）历史数据显示，10月美股有望迎来企稳回升，特别是在经历了大幅杀跌后的情况下。道琼斯市场数据统计发现，自标普指数创立以来，9月下跌了7%或以上的情况共11次，接下来的10月指数平均上涨0.53%，中位数上涨1.81%。不过潜在的反弹预期并不意味着风险已经远去。美银证券首席投资策略师哈特内特（Michael Hartnett）表示，包括美国股票、存托凭证和房地产投资信托等的纽约证交所综合指数已经跌破了多个关键技术支撑位，这其中包括200周移动平均线、2018年和2020年高点等。目前的亏损局面可能会迫使基金出售更多资产以筹集现金，从而陷入“螺旋抛售”。哈特内特预计标普500指数年内可能将先考验3333点，在那之后美股会迎来短暂反弹，但真正低点要到明年第一季度才会触及，届时美国经济衰退和信贷冲击将导致收益率、美元和美联储的鹰派态度自顶峰出现拐点。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153218,"gmtCreate":1664339349235,"gmtModify":1676537436641,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153218","repostId":"1190978297","repostType":4,"repost":{"id":"1190978297","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664329162,"share":"https://ttm.financial/m/news/1190978297?lang=en_US&edition=fundamental","pubTime":"2022-09-28 09:39","market":"hk","language":"zh","title":"The winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1190978297","media":"老虎资讯综合","summary":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，","content":"<p><html><head></head><body>September 28,<a href=\"https://laohu8.com/S/09863.HK\">Leapmotor</a>According to the announcement, the company issued about 131 million shares, priced at HK $48 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Leapmotor was subscribed 0.16 times, and the final number of offer shares allocated to the public offering was 2.1464 million shares, accounting for approximately 1.64% of the total number of offer shares (before any over-allotment option is exercised). A total of 3,151 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 129 million shares, equivalent to approximately 98.36% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>Founded in 2015, Leapmotor is a Chinese smart electric vehicle company, mainly focusing on China's mid-to-high-end mainstream new energy vehicle market with prices ranging from RMB 150,000 to RMB 300,000. For the whole year of 2021, the company delivered a total of 43,748 electric vehicles, an increase of 443.5% compared with 2020. According to Frost & Sullivan, Leapmotor is the fastest growing company among China's leading emerging electric vehicle companies in terms of deliveries. The company delivered 51,994 smart electric vehicles in the first half of 2022, an increase of 265.3% over the same period in 2021.</p><p>Leapmotor independently develops all key software and hardware in the core system and electronic components of intelligent electric vehicles. According to Frost & Sullivan, Leapmotor is currently the only emerging electric vehicle company in China with global independent research and development capabilities, and it is also one of the few companies with global self-research capabilities among all new energy vehicle companies in the Chinese market. one. The company starts the platform development of systems and electronic components from the bottom, so that they can be highly flexibly reused among different electric models, making research and development more efficient and cost-effective.</p><p>According to Frost & Sullivan, Leapmotor is also the most vertically integrated emerging electric vehicle company in China and one of the most vertically integrated companies among all new energy vehicle companies in the Chinese market, realizing the independent research and development, design and manufacturing of all core systems and electronic components of intelligent electric vehicles, and creating intelligent power systems, autonomous driving systems and intelligent cockpit systems.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 117 million, RMB 631 million, and RMB 3.132 billion, respectively, with a compound annual growth rate of 417.48%. In 2021 and the first three months of 2022, revenue will be 278 million yuan and 1.992 billion yuan, respectively, a year-on-year growth rate of 616.37%.</p><p>In terms of industry, in 2021, new energy vehicles priced in the price range of RMB 150,000-300,000 will account for 36.2% of China's total sales of new energy vehicles. It is expected that this market segment will become the largest in China's new energy vehicle market from 2022. and the fastest growing market segment, with an annual growth rate of 59.6% in 2022. In 2026, new energy vehicles with a price range of RMB 150,000-300,000 are expected to account for 49.1% of China's total sales of new energy vehicles, becoming the main driving force for the growth of China's new energy vehicle market.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-28 09:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>September 28,<a href=\"https://laohu8.com/S/09863.HK\">Leapmotor</a>According to the announcement, the company issued about 131 million shares, priced at HK $48 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Leapmotor was subscribed 0.16 times, and the final number of offer shares allocated to the public offering was 2.1464 million shares, accounting for approximately 1.64% of the total number of offer shares (before any over-allotment option is exercised). A total of 3,151 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 129 million shares, equivalent to approximately 98.36% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>Founded in 2015, Leapmotor is a Chinese smart electric vehicle company, mainly focusing on China's mid-to-high-end mainstream new energy vehicle market with prices ranging from RMB 150,000 to RMB 300,000. For the whole year of 2021, the company delivered a total of 43,748 electric vehicles, an increase of 443.5% compared with 2020. According to Frost & Sullivan, Leapmotor is the fastest growing company among China's leading emerging electric vehicle companies in terms of deliveries. The company delivered 51,994 smart electric vehicles in the first half of 2022, an increase of 265.3% over the same period in 2021.</p><p>Leapmotor independently develops all key software and hardware in the core system and electronic components of intelligent electric vehicles. According to Frost & Sullivan, Leapmotor is currently the only emerging electric vehicle company in China with global independent research and development capabilities, and it is also one of the few companies with global self-research capabilities among all new energy vehicle companies in the Chinese market. one. The company starts the platform development of systems and electronic components from the bottom, so that they can be highly flexibly reused among different electric models, making research and development more efficient and cost-effective.</p><p>According to Frost & Sullivan, Leapmotor is also the most vertically integrated emerging electric vehicle company in China and one of the most vertically integrated companies among all new energy vehicle companies in the Chinese market, realizing the independent research and development, design and manufacturing of all core systems and electronic components of intelligent electric vehicles, and creating intelligent power systems, autonomous driving systems and intelligent cockpit systems.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 117 million, RMB 631 million, and RMB 3.132 billion, respectively, with a compound annual growth rate of 417.48%. In 2021 and the first three months of 2022, revenue will be 278 million yuan and 1.992 billion yuan, respectively, a year-on-year growth rate of 616.37%.</p><p>In terms of industry, in 2021, new energy vehicles priced in the price range of RMB 150,000-300,000 will account for 36.2% of China's total sales of new energy vehicles. It is expected that this market segment will become the largest in China's new energy vehicle market from 2022. and the fastest growing market segment, with an annual growth rate of 59.6% in 2022. In 2026, new energy vehicles with a price range of RMB 150,000-300,000 are expected to account for 49.1% of China's total sales of new energy vehicles, becoming the main driving force for the growth of China's new energy vehicle market.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a945364dcbd45903e790c62425333d","relate_stocks":{"09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190978297","content_text":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，占发售股份总数的约1.64%（任何超额配股权获行使前）。合共接获3151份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目约为1.29亿股，相当于发售股份总数的约98.36%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。零跑汽车创办于2015年，为一家中国智能电动汽车公司，主要聚焦于价格在人民币15万元至30万元的中国中高端主流新能源汽车市场。2021年全年，公司合计交付43748辆电动汽车，较2020年增长443.5%。根据弗若斯特沙利文的资料，按交付量计，零跑汽车是中国领先的新兴电动汽车公司中增速最快的公司。公司于2022年上半年交付51994辆智能电动汽车，较2021年同期增长265.3%。零跑汽车自主研发智能电动汽车核心系统及电子部件中的所有关键软硬件。根据弗若斯特沙利文的资料，零跑汽车是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是少数几家具有全域自研能力的公司之一。公司从底层开始进行系统及电子部件的平台化开发，使其可以在不同电动车型之间高度灵活复用，使研发更加高效且具成本效益。根据弗若斯特沙利文的资料，零跑汽车亦是中国垂直整合程度最高的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是垂直整合程度最高的公司之一，实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造，打造了智能动力系统、自动驾驶系统及智能座舱系统。财务方面，2019年-2021年，公司的总收入分别为人民币1.17亿元、6.31亿元、31.32亿元人民币，复合年增长率为417.48%。2021年及2022年前三个月，收入分别为2.78亿元和19.92亿元人民币，同比增长率为616.37%。行业方面，2021年，售价在人民币15-30万元价格区间的新能源汽车占中国新能源汽车总销量的36.2%，预计该细分市场将自2022年起成为中国新能源汽车市场中最大及增长最快的细分市场，2022年的年增长率达到59.6%。2026年，预计售价在人民币15-30万元价格区间的新能源汽车将占中国新能源汽车总销量的49.1%，成为中国新能源汽车市场增长的主要驱动力。","news_type":1,"symbols_score_info":{"09863":0.9}},"isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153605,"gmtCreate":1664339324107,"gmtModify":1676537436638,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153605","repostId":"1190175088","repostType":4,"repost":{"id":"1190175088","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664331010,"share":"https://ttm.financial/m/news/1190175088?lang=en_US&edition=fundamental","pubTime":"2022-09-28 10:10","market":"hk","language":"zh","title":"The winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe","url":"https://stock-news.laohu8.com/highlight/detail?id=1190175088","media":"老虎资讯综合","summary":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13","content":"<p><html><head></head><body>News on September 28,<a href=\"https://laohu8.com/S/02602.HK\">Everything Cloud</a>According to the announcement, the company issued about 117 million shares, priced at HK $49.35 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Wanwuyun was subscribed 0.82 times, and the final number of offer shares allocated to the public offering was 9.5313 million shares, accounting for approximately 8.17% of the total number of offer shares (before any over-allotment option is exercised). A total of 4,681 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 107 million shares, equivalent to approximately 91.83% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>Wanwuyun is a leading property management service provider in China. According to Frost & Sullivan, in terms of basic property management service revenue, Wanwuyun will rank first in China's property management service market in 2021, accounting for a market share of 4.28%.</p><p>Relying on brand advantages and service quality, Wanwuyun's business scope has expanded to businesses other than property management, and has become a leading service provider whose growth model is driven by the synergy of community, commercial enterprise and urban space business systems, providing services for residential communities, workplaces and diversified properties such as public buildings, as well as a wide customer base covering owners, enterprises and other institutional customers.</p><p>With R&D investments, Wanwu Cloud has developed AIoT and BPaaS solutions designed to digitize workflows, mobilize resources, and improve the efficiency of the spaces the company serves. As service offerings and specialized technologies are intertwined and further integrated, the company is fully prepared to achieve economies of scale and seize opportunities based on proximity. In terms of geographical focus, the company is committed to providing quality services to customers in high-tier cities with strong economic foundations.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 13.9 billion, RMB 18.1 billion, and RMB 23.7 billion, respectively, with a compound annual growth rate of 30.46%; The gross profit margins for the same period were 17.7%, 18.5%, and 17.0% respectively; The net profit margins during the same period were 7.5%, 8.4%, and 7.2% respectively.</p><p>The PRC property management services market is highly competitive and highly fragmented. In 2021, the revenue of Chinese property management service companies mainly comes from basic property management services, accounting for approximately 74.4%. With the increasing diversification of services, the proportion of value-added services in total property management service revenue increased from 17.2% in 2016 to 25.6% in 2021, and is expected to reach 35.0% in 2026. Revenue from value-added services will grow at a CAGR of 21.4% from 2021 to 2026.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-28 10:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>News on September 28,<a href=\"https://laohu8.com/S/02602.HK\">Everything Cloud</a>According to the announcement, the company issued about 117 million shares, priced at HK $49.35 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Wanwuyun was subscribed 0.82 times, and the final number of offer shares allocated to the public offering was 9.5313 million shares, accounting for approximately 8.17% of the total number of offer shares (before any over-allotment option is exercised). A total of 4,681 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 107 million shares, equivalent to approximately 91.83% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>Wanwuyun is a leading property management service provider in China. According to Frost & Sullivan, in terms of basic property management service revenue, Wanwuyun will rank first in China's property management service market in 2021, accounting for a market share of 4.28%.</p><p>Relying on brand advantages and service quality, Wanwuyun's business scope has expanded to businesses other than property management, and has become a leading service provider whose growth model is driven by the synergy of community, commercial enterprise and urban space business systems, providing services for residential communities, workplaces and diversified properties such as public buildings, as well as a wide customer base covering owners, enterprises and other institutional customers.</p><p>With R&D investments, Wanwu Cloud has developed AIoT and BPaaS solutions designed to digitize workflows, mobilize resources, and improve the efficiency of the spaces the company serves. As service offerings and specialized technologies are intertwined and further integrated, the company is fully prepared to achieve economies of scale and seize opportunities based on proximity. In terms of geographical focus, the company is committed to providing quality services to customers in high-tier cities with strong economic foundations.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 13.9 billion, RMB 18.1 billion, and RMB 23.7 billion, respectively, with a compound annual growth rate of 30.46%; The gross profit margins for the same period were 17.7%, 18.5%, and 17.0% respectively; The net profit margins during the same period were 7.5%, 8.4%, and 7.2% respectively.</p><p>The PRC property management services market is highly competitive and highly fragmented. In 2021, the revenue of Chinese property management service companies mainly comes from basic property management services, accounting for approximately 74.4%. With the increasing diversification of services, the proportion of value-added services in total property management service revenue increased from 17.2% in 2016 to 25.6% in 2021, and is expected to reach 35.0% in 2026. Revenue from value-added services will grow at a CAGR of 21.4% from 2021 to 2026.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/562fd71289682d0f438af5fcf40e45f7","relate_stocks":{"02602":"万物云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190175088","content_text":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13万股，占发售股份总数的约8.17%（任何超额配股权获行使前）。合共接获4681份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目为约1.07亿股，相当于发售股份总数的约91.83%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。万物云是中国领先的物业管理服务提供商。根据弗若斯特沙利文的资料，按基础物业管理服务收入计，万物云于2021年在中国物业管理服务市场中排名第一，占有4.28%的市场份额。依托于品牌优势和服务品质，万物云的业务范围已拓展至物业管理以外的业务，并成为了增长模式由社区、商企和城市空间业务体系协同驱动的领先服务提供商，为住宅社区、工作场所和公共建筑等多元化的物业以及覆盖业主、企业及其他机构客户的广泛客户群提供服务。凭借研发投资，万物云已开发AIoT和BPaaS解决方桉，旨在使工作流程数字化、调用资源并提升公司所服务的空间的效率。随着服务产品与专用技术相互交织并进一步整合，公司已为实现规模经济和抓住基于临近地理位置产生的机会做好充分准备。就地域重点而言，公司致力于为拥有强劲经济基础的高线级城市的客户提供优质服务。财务方面，2019年-2021年，公司的总收入分别为人民币139亿元、181亿元、237亿元，复合年增长率为30.46%；同期毛利率分别为17.7%、18.5%、17.0%；同期净利率分别为7.5%、8.4%、7.2%。中国物业管理服务市场竞争激烈，而且高度分散。于2021年，中国物业管理服务公司的收入主要来自基础物业管理服务，约占74.4%。随着服务日渐多样化，增值服务占物业管理服务总收入的比例由2016年的17.2%增至2021年的25.6%，并预期于2026年达35.0%。增值服务的收入于2021年至2026年的复合年增长率为21.4%。","news_type":1,"symbols_score_info":{"02602":0.9}},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910525690,"gmtCreate":1663646893510,"gmtModify":1676537308300,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525690","repostId":"2268992702","repostType":4,"repost":{"id":"2268992702","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1663638355,"share":"https://ttm.financial/m/news/2268992702?lang=en_US&edition=fundamental","pubTime":"2022-09-20 09:45","market":"sh","language":"zh","title":"823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed","url":"https://stock-news.laohu8.com/highlight/detail?id=2268992702","media":"中国基金报","summary":"9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。温州警方敦促周焯华尽快投案自首，争取宽大处理。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。","content":"<p><div>The once beautiful \"Ximihua\" finally ushered in the Judgment Day! At 2: 45 pm on September 19th, Zhou Zhuohua, founder of Suncity Group, was charged with 289 crimes, including criminal syndicate, illegal gambling, fraud and money laundering, and the trial was continued in the Macao Junior Court. According to the Macau Daily, Zhou Zhuohua was accused of running \"gambling bottom\" in 229 gambling halls with many suspects in the form of criminal groups, defrauding Six Expo Enterprises and the SAR Government. From March 2013 to March 2021, the total transcoding number of \"gambling bottom\" operated by the illegal group headed by Zhou Zhou in Liuboqi Casino was 823.774 billion Hong Kong dollars, earning at least 215.21...</p><p><a href=\"\">Web link</a></div></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/6\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2022-09-20 09:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>The once beautiful \"Ximihua\" finally ushered in the Judgment Day! At 2: 45 pm on September 19th, Zhou Zhuohua, founder of Suncity Group, was charged with 289 crimes, including criminal syndicate, illegal gambling, fraud and money laundering, and the trial was continued in the Macao Junior Court. According to the Macau Daily, Zhou Zhuohua was accused of running \"gambling bottom\" in 229 gambling halls with many suspects in the form of criminal groups, defrauding Six Expo Enterprises and the SAR Government. From March 2013 to March 2021, the total transcoding number of \"gambling bottom\" operated by the illegal group headed by Zhou Zhou in Liuboqi Casino was 823.774 billion Hong Kong dollars, earning at least 215.21...</p><p><a href=\"\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e4b74c2f08441f8839e052ef40dcded","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268992702","content_text":"曾经风光无限的“洗米华”，终于迎来审判日！9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。据澳门日报报道，周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗六博企及特区政府。2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数8237.74亿港元，至少赚取215.21亿港元的不正当利益，导致特区少收82.6亿港元的博彩税。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。这起轰轰烈烈的赌场风云，将要迎来终局审判。周焯华案续审被控涉罪289项据澳门日报消息，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于9月19日下午在初级法院开审。押解周的囚车于当日下午约2时15分在警车开路下，抵达初院。最早在上午8时多已有人轮候旁听，周焯华的妻子陈慧玲（绰号“洗米嫂”）亦在场，法院续开设延伸法庭直播庭上情况。周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗6博企及澳门特区政府。（注：“赌底面”，即赌客在台面赌博时，在台面下以杠杆的方式加大赌博金额）。控罪书显示，周以太阳城集团及贵宾会名义，与一众嫌犯经营不法的“赌底面”生意，集团内部以“营运”为暗号，参与赌底面的赌客已事先约定，将台面赌注在台底以倍数加大。集团至少自2013年起发展“代理”，赌客可以五百万港元亿股加入称为“食货公司”的赌底面公司，赚取码佣分成。控方案情指出，2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数逾8237.74亿港元，至少赚取215亿港元的不正当利益，导致澳门特区少收82.6亿港元的博彩税。检察院代表澳门特别行政区和四名辅助人永利渡假村（澳门）股份有限公司、澳娱综合度假股份有限公司、美高梅金殿超濠股份有限公司、威尼斯人澳门股份有限公司分别提出民事损害赔偿请求。除了特区政府的82.6亿港元外，永利索赔约7.9亿港元、澳娱索赔约1.7亿港元、威尼斯人索赔约3亿港元，美高梅赔偿仍待厘清。否认不法经营赌博及清洗黑钱强调无经营“赌底面”据澳门日报消息，周焯华在庭上否认不法经营赌博及清洗黑钱等控罪，强调无经营“赌底面”，只承认在菲律宾当地合法经营电话投注。案件共21名被告，当中11人缺席，在代表律师不反对下开庭。周焯华选择回答问题，主任检察官黎裕豪首先问周焯华“赌底面”的控罪，展示多份监听资料。周焯华则回应称，八年前的事已记不起，有关内容是就贵宾厅的信贷风险管理给予意见，一间底面公司历年来起码有数万宗交易，控诉书以其数十次的通话或讯息内容来指控他指挥赌底面公司并不符逻辑。太阳城贵宾厅生意很好，毋须从事“赌底面”生意。关于被控在澳不法经营电投网投，周亦否认经营网投，只承认在菲律宾从事电话投注，且在当地合法。2019年在博监局出台指引后已将电投业务转手，强调不会从事澳门法律不容许的生意。他又称，没有太阳城的人员在内地从事赌博宣传活动。关于“赌底面”的客户以内地发展项目还赌债，周焯华称汉飞项目的老板周拥军（第21被告，缺席）并无欠太阳城赌债，他融资了十多亿在汉飞项目，形容自己是“白武士”，帮助对方偿还欠他人的债务。自身开设的融资公司在香港有金融牌照，珠海横琴有资产管理牌照，又说“无人会咁戆居攞十几亿出来开一间收数公司”。周焯华回应民事索偿方、博彩公司代表律师提问时指出，知道存在“赌底面”公司，至于是谁人营运？他回答可能是张志坚（第五嫌犯，正被羁押）。该案将于明日下午二时四十五分续审。该案原本于9月2日开庭，但由于多名被告未出庭，包括第八号嫌犯王柏龄缺席，因此延期至9月19日开庭审理。澳门检察院早前表示，经初步调查，认为有充分迹象显示，被捕人士分别涉嫌触犯参加犯罪集团罪、领导犯罪集团罪，两项罪名分别最高可判坐牢10年及12年，另外亦涉嫌触犯洗黑钱罪，以及不法经营赌博罪，分别最高可判坐牢8年及3年。数罪并罚下，洗米华或将面临最高33年的牢狱处罚。境内团伙上月受审涉开设赌场、非法经营罪在此次周焯华受审前，其在境内发展的犯罪团伙已先行一步受审。2022年8月10日-12日，浙江省温州市中级人民法院依法公开开庭合并审理了被告人张宁宁等34人犯开设赌场罪、非法经营罪，被告人张时秀犯开设赌场罪，被告人钟海燕犯开设赌场罪等三起案件，该三起案件均为以周焯华（另案处理）为首的跨境赌博犯罪集团系列案件。据公诉机关指控，2007年以来，澳门太阳城博彩中介一人有限公司股东、董事周焯华在澳门等地赌场承包赌厅，并于2015年开始在菲律宾等地先后开设“SCM联盟E城”“UE环球E城”等网络赌博平台进行赌博活动。为牟取非法利益，周焯华通过发展股东级代理及赌博代理，以提供高额佣金利诱各级代理组织中国境内公民参与跨境赌博，并向中国境内公民推广网络赌博平台；在中国境内成立资产管理公司为赌客用资产换取赌博筹码提供服务，协助客户进行跨境资金兑付，追索赌债；利用境内地下钱庄等第三方为赌客提供赌资支付结算。此外，周焯华等人还通过中国境内技术公司提供赌客管理、资金结算、车辆服务等技术支持；在中国境内设立公司为中国公民赴境外赌博提供车辆接送服务等，组织中国公民赴境外太阳城赌厅赌博、参与跨境网络赌博。多年来，逐步形成以周焯华为首，以被告人张宁宁、张时秀、钟泽新、赖文涛、庞克训等多人为骨干，被告人彭浩、麦国雄等多人为成员，人员固定、层级明确、人数众多的跨境赌博犯罪集团。截至2021年11月，以周焯华为首的跨境赌博犯罪集团实施开设赌场犯罪，共发展股东级代理400余人（其中中国籍283人）、赌博代理6万余人（其中中国籍38307人），发展中国境内赌客会员6万余人。在此次通报中，温州市中院并未提及具体涉案金额，仅提到“涉案金额特别巨大”，严重扰乱了社会管理秩序和市场经济秩序。公诉机关另指控，被告人张宁宁在周焯华指使下，为跨境赌博犯罪集团牟取非法利益，违反国家规定，变相买卖外汇，实施非法经营犯罪，情节特别严重，严重扰乱金融市场秩序。去年11月，温州市公安局发布案情通报称，以犯罪嫌疑人周焯华为首、张宁宁等人为骨干的跨境赌博犯罪集团，涉嫌在中国境内实施开设赌场犯罪行为，情节严重。温州市人民检察院依法对犯罪嫌疑人周焯华批准逮捕。温州警方敦促周焯华尽快投案自首，争取宽大处理。案情通报发布两日后，澳门特区政府司法警察局举行特别新闻发布会，证实已于27日凌晨拘捕一犯罪集团的周某及其余10人。周某等11人对架设海外赌博平台等行为供认不讳。陈荣炼案12月5日开审涉83项罪名继周焯华之后，德晋集团负责人陈荣炼再因涉嫌以犯罪集团经营“赌底面”，诈骗六博企及特区政府，正遭羁押候审。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。据澳门日报报道，根据初级法院排期，陈案已定于12月5日早上9时45分开审。他被控犯罪集团、在许可地方内不法经营赌博、诈骗、清洗黑钱等83项罪。案件将由法官林炳辉、叶少芬、郑绮雯组成的合议庭负责。涉及九名被告，陈荣炼由葡籍律师高万祺代表。有四间博企提出民事损害赔偿请求。控方案情指出，陈荣炼建立“德晋贵宾会”，至少自2014年起与众被告在各娱乐场经营“赌底面”，内部以“外底”或“星数”为暗号，以约定比例私下接受赌客“台底”投注，将“台面”赌注在“台底”以倍数加大，码佣亦加大两倍。为防避博监局监督和检查，集团会提交虚假财务报表。集团又在澳门经营电话投注“快速电投”、“可视电投”，透过赌博网页及手机应用程序，将在菲律宾等地经营的赌博活动进行直播，让赌客在澳门和内地等不同地点进行电投赌博。2021年11月27日，警方拘捕太阳城集团负责人周焯华，为免“德晋集团”受牵连，陈荣炼于12月将集团结业，并命人将部分文件烧毁，将主要服务器移动硬盘的核心区域钻毁。控诉文件指出，陈约六年来“赌底面”总转码数约349亿港元，至少赚取约15亿港元的不正当利益。","news_type":1,"symbols_score_info":{"830799":1,"830832":1,"830839":1,"830946":1,"830964":1}},"isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910525928,"gmtCreate":1663646769664,"gmtModify":1676537308292,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525928","repostId":"1163578486","repostType":4,"repost":{"id":"1163578486","kind":"news","weMediaInfo":{"introduction":"老虎社区精选助您了解全球市场趋势，把握投资机会","home_visible":1,"media_name":"老虎锐评","id":"1044785273","head_image":"https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04"},"pubTimestamp":1663639729,"share":"https://ttm.financial/m/news/1163578486?lang=en_US&edition=fundamental","pubTime":"2022-09-20 10:08","market":"us","language":"zh","title":"The market rises and falls before and after the FOMC interest rate decision, what is predictive?","url":"https://stock-news.laohu8.com/highlight/detail?id=1163578486","media":"老虎锐评","summary":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息","content":"<p><html><head></head><body>On Wednesday, the Federal Reserve will announce the much-anticipated interest rate decision. 75 basis points are basically ironclad. Today, we look at another question from the historical performance of the market. What is the predictability of the market rising and falling before and after the interest rate decision?</p><p>The picture below shows the S&P 500 index this year. The red circle is the FOMC interest rate decision dates of four rate hike: March 16, May 4, June 15 and July 27.</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>Discovery 1: The stock market rises every time the FOMC interest rate decision day, that is to say, buying at the close on Tuesday and selling at the close on Wednesday can get a very stable return</b>。 The reason for this phenomenon may be that before the FOMC interest rate decision, market participants were afraid that the Fed would buy option PUT in advance to avoid risks, but it had something to do with closing PUT positions quickly after the interest rate decision.</p><p><b>Finding 2: After the FOMC interest rate decision, that is, the market ups and downs on Thursday are more indicative of the medium-term stock market direction.</b>The stock market continued to rise on Thursday after the rate hike in March, and the market rally continued; The stock market fell sharply on Thursday after the rate hike in April, and the market decline continued; Stocks fell Thursday after the June rate hike, with stocks hovering at low levels; Stocks rose Thursday after the July rate hike, and the market rally continued.</p><p><b>Finding 3: On the day of FOMC interest rate decision, it will not be a partial low or high point.</b>What this sentence means is that the market will not take the FOMC interest rate decision as a turning point. If it is rising in the early stage, then the possibility of continuing to rise is high; if it is falling in the early stage, then the possibility of continuing to slump is high.</p><p>Personally, I think the practicality of the above three items is far more important than discussing how many basis points there are or what hobbies shrinking balance sheet or doves hawks or the major voting committee members of the Federal Reserve have.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The market rises and falls before and after the FOMC interest rate decision, what is predictive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe market rises and falls before and after the FOMC interest rate decision, what is predictive?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044785273\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-09-20 10:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, the Federal Reserve will announce the much-anticipated interest rate decision. 75 basis points are basically ironclad. Today, we look at another question from the historical performance of the market. What is the predictability of the market rising and falling before and after the interest rate decision?</p><p>The picture below shows the S&P 500 index this year. The red circle is the FOMC interest rate decision dates of four rate hike: March 16, May 4, June 15 and July 27.</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>Discovery 1: The stock market rises every time the FOMC interest rate decision day, that is to say, buying at the close on Tuesday and selling at the close on Wednesday can get a very stable return</b>。 The reason for this phenomenon may be that before the FOMC interest rate decision, market participants were afraid that the Fed would buy option PUT in advance to avoid risks, but it had something to do with closing PUT positions quickly after the interest rate decision.</p><p><b>Finding 2: After the FOMC interest rate decision, that is, the market ups and downs on Thursday are more indicative of the medium-term stock market direction.</b>The stock market continued to rise on Thursday after the rate hike in March, and the market rally continued; The stock market fell sharply on Thursday after the rate hike in April, and the market decline continued; Stocks fell Thursday after the June rate hike, with stocks hovering at low levels; Stocks rose Thursday after the July rate hike, and the market rally continued.</p><p><b>Finding 3: On the day of FOMC interest rate decision, it will not be a partial low or high point.</b>What this sentence means is that the market will not take the FOMC interest rate decision as a turning point. If it is rising in the early stage, then the possibility of continuing to rise is high; if it is falling in the early stage, then the possibility of continuing to slump is high.</p><p>Personally, I think the practicality of the above three items is far more important than discussing how many basis points there are or what hobbies shrinking balance sheet or doves hawks or the major voting committee members of the Federal Reserve have.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad08fba59cb88884ff49409dc4bf04d7","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163578486","content_text":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息的FOMC利率决定日：3月16日，5月4日，6月15日和7月27日。发现1：每次FOMC利率决议日股市都上涨，也就是说，周二收盘买入，周三收盘卖出，能得到非常稳定的回报。关于这个现象的原因，可能是因为在FOMC利率决议之前，市场参与者害怕美联储利率提前买入期权PUT避险，但是利率决议之后赶紧平仓PUT有关系。发现2：FOMC利率决议之后，也就是周四的市场涨跌，对中期的股市走向更有指示性。3月加息后的周四股市继续上涨，市场涨势延续；4月加息后的周四股市大跌，市场跌势延续；6月加息后的周四股市下跌，股市在低位徘徊；7月加息后的周四股市上涨，市场反弹继续。发现3：FOMC利率决议当天，不会是一个局部的低点或者是高点。这句话的意思是，市场不会以FOMC利率决议作为一个转折。如果前期在上涨，那么继续上涨的可能性高，如果前期在下跌，那么继续低迷的可能性高。我个人觉得以上三条的实用性，远远超过去讨论多少基点或者缩表或者鸽派鹰派或者美联储各大投票委员都有什么爱好更重要。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910522726,"gmtCreate":1663646751765,"gmtModify":1676537308285,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910522726","repostId":"1138591822","repostType":4,"repost":{"id":"1138591822","kind":"news","pubTimestamp":1663639848,"share":"https://ttm.financial/m/news/1138591822?lang=en_US&edition=fundamental","pubTime":"2022-09-20 10:10","market":"us","language":"zh","title":"Another layoff and another plunge, the golden age of Silicon Valley is coming to an end?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138591822","media":"环球时报","summary":"专家表示，答案很复杂。","content":"<p><html><head></head><body>British \"Guardian\" September 17th article, original title: Is the golden age of Silicon Valley coming to an end? Snapchat's massive layoffs, Meta and Apple's market capitalization plummeting, and other big tech companies pausing hiring, all of which are increasingly highlighting the question: Is the golden age of Silicon Valley coming to an end?</p><p><img src=\"https://static.tigerbbs.com/ba9df0b5aad1bc485562f6aa451a0e26\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Silicon Valley, USA (vision china)</p><p>Experts say the answer is complicated. In recent years, the novel coronavirus pneumonia epidemic has forced most communications to turn to the Internet, and the technology industry has experienced a period of rapid development. Nowadays, that explosion, and the accompanying momentum of high wages and benefits, seem to be slowing down.</p><p>\"In many ways, we are going back to normal after a massive inflation,\" said Margaret O 'Mara, a professor at the University of Washington. In her view, the trend will be exacerbated by the global economic downturn, and the technology community will not be immune.</p><p>In 2022, the Federal Reserve has made three rate hike and may continue to make many rate hike. Previously, the low-interest environment has fueled the rapid development of the technology industry, helping to give birth to a long list of \"unicorns\"-start-ups with a valuation of more than $1 billion. But investors will put cash in a \"much more prudent way\" as interest rates change and \"liquidity dwindles\". \"In times of depression like this, trading will cool down.\"</p><p>From the decline of WeWork to the collapse of Theranos, a once-famous blood test company, a series of eye-catching cautionary stories have inhibited the development of the technology industry. Such stories, coupled with increased scrutiny of the tech industry over the past decade, are shaking the image of Silicon Valley. Even some of the loudest supporters, including former President Barack Obama, seem to have reconsidered their attitudes. Obama used Facebook extensively in the 2008 election and praised the company in his 2011 State of the Union address, but in a recent conversation at Stanford University, he denounced Facebook for spreading disinformation and its role during the election. \"One of the biggest reasons for the weakening of * is a profound change in the way we communicate and consume information,\" he said.</p><p>Today, U.S. lawmakers and federal agencies are also throwing themselves into this battle. With more action from the Federal Trade Commission and legislation on the horizon from Congress, Big Tech companies are facing their biggest hurdle yet. There has also been a general shift in public perception of the tech industry, with 68% of Americans believing tech companies have too much power and influence over the economy-up significantly from 51% in 2018. \"Americans are worried about concentration of power,\" O 'Mara said.</p><p>Experts say the geography of Silicon Valley is also changing. As an all-encompassing term to describe the southern region of San Francisco, Silicon Valley has been cementing itself as an innovation hub for nearly a century.</p><p>Since the U.S. military combat departments began to set up research sites here in 1930s, Silicon Valley has gradually emerged as a technology center, and this trend has continued to the private sector in the following decades. But the technology industry is expanding far beyond the California Bay Area, and the epidemic has accelerated this trend. In 2021, Tesla moved its headquarters to Austin, Texas, after other tech companies such as Oracle and Hewlett-Packard took similar steps.</p><p>Despite the growing obstacles, \"Silicon Valley remains extremely dynamic.\" It \"went through multiple cycles\", including the depression of 2001 and 2008, but recovered from it every time. O 'Mara said: \"It has lasting appeal and unique qualities that are hard to replicate. This may be the end of an era of Silicon Valley, but it is unlikely to be the end of Silicon Valley.\" (by Cary Paul, translated by Ding Ding)</p><p></body></html></p>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another layoff and another plunge, the golden age of Silicon Valley is coming to an end?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother layoff and another plunge, the golden age of Silicon Valley is coming to an end?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球时报</strong><span class=\"h-time small\">2022-09-20 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>British \"Guardian\" September 17th article, original title: Is the golden age of Silicon Valley coming to an end? Snapchat's massive layoffs, Meta and Apple's market capitalization plummeting, and other big tech companies pausing hiring, all of which are increasingly highlighting the question: Is the golden age of Silicon Valley coming to an end?</p><p><img src=\"https://static.tigerbbs.com/ba9df0b5aad1bc485562f6aa451a0e26\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Silicon Valley, USA (vision china)</p><p>Experts say the answer is complicated. In recent years, the novel coronavirus pneumonia epidemic has forced most communications to turn to the Internet, and the technology industry has experienced a period of rapid development. Nowadays, that explosion, and the accompanying momentum of high wages and benefits, seem to be slowing down.</p><p>\"In many ways, we are going back to normal after a massive inflation,\" said Margaret O 'Mara, a professor at the University of Washington. In her view, the trend will be exacerbated by the global economic downturn, and the technology community will not be immune.</p><p>In 2022, the Federal Reserve has made three rate hike and may continue to make many rate hike. Previously, the low-interest environment has fueled the rapid development of the technology industry, helping to give birth to a long list of \"unicorns\"-start-ups with a valuation of more than $1 billion. But investors will put cash in a \"much more prudent way\" as interest rates change and \"liquidity dwindles\". \"In times of depression like this, trading will cool down.\"</p><p>From the decline of WeWork to the collapse of Theranos, a once-famous blood test company, a series of eye-catching cautionary stories have inhibited the development of the technology industry. Such stories, coupled with increased scrutiny of the tech industry over the past decade, are shaking the image of Silicon Valley. Even some of the loudest supporters, including former President Barack Obama, seem to have reconsidered their attitudes. Obama used Facebook extensively in the 2008 election and praised the company in his 2011 State of the Union address, but in a recent conversation at Stanford University, he denounced Facebook for spreading disinformation and its role during the election. \"One of the biggest reasons for the weakening of * is a profound change in the way we communicate and consume information,\" he said.</p><p>Today, U.S. lawmakers and federal agencies are also throwing themselves into this battle. With more action from the Federal Trade Commission and legislation on the horizon from Congress, Big Tech companies are facing their biggest hurdle yet. There has also been a general shift in public perception of the tech industry, with 68% of Americans believing tech companies have too much power and influence over the economy-up significantly from 51% in 2018. \"Americans are worried about concentration of power,\" O 'Mara said.</p><p>Experts say the geography of Silicon Valley is also changing. As an all-encompassing term to describe the southern region of San Francisco, Silicon Valley has been cementing itself as an innovation hub for nearly a century.</p><p>Since the U.S. military combat departments began to set up research sites here in 1930s, Silicon Valley has gradually emerged as a technology center, and this trend has continued to the private sector in the following decades. But the technology industry is expanding far beyond the California Bay Area, and the epidemic has accelerated this trend. In 2021, Tesla moved its headquarters to Austin, Texas, after other tech companies such as Oracle and Hewlett-Packard took similar steps.</p><p>Despite the growing obstacles, \"Silicon Valley remains extremely dynamic.\" It \"went through multiple cycles\", including the depression of 2001 and 2008, but recovered from it every time. O 'Mara said: \"It has lasting appeal and unique qualities that are hard to replicate. This may be the end of an era of Silicon Valley, but it is unlikely to be the end of Silicon Valley.\" (by Cary Paul, translated by Ding Ding)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://world.huanqiu.com/article/49ixsozz9z6\">环球时报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c418091c12b5b0ac3986768ff9e2488d","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://world.huanqiu.com/article/49ixsozz9z6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138591822","content_text":"英国《卫报》9月17日文章，原题：硅谷的黄金时代即将结束？ Snapchat大规模裁员，Meta和苹果市值暴跌，其他大型科技公司暂停招聘，所有这些都在日益凸显一个问题：硅谷的黄金时代是否即将结束？美国硅谷（视觉中国）专家表示，答案很复杂。近年来，新冠肺炎疫情迫使大部分交流转向互联网，科技行业也因此经历了一段时期的迅猛发展。如今，那种爆炸式发展，以及随之而来的高工资和高福利势头似乎都在放缓。华盛顿大学教授玛格丽特·奥玛拉说：“从许多方面来看，我们都是在经历一次大规模膨胀后又回归正常。”在她看来，该趋势将因为全球经济低迷而加剧，科技界也无法幸免。2022年，美联储已加息三次，且可能继续多次加息。此前的低息环境曾助长科技行业迅猛发展，帮助催生出一长串“独角兽”——估值超过10亿美元的初创企业。但随着利息变化和“流动资金减少”，投资者将以“审慎得多的方式”投放现金。“在这样的萧条时期，交易将会降温。”从WeWork的衰落到曾声名鹊起的血检公司Theranos的崩溃，一系列扎眼的警世故事抑制了科技行业的发展。此类故事再加上过去十年来对科技行业的审查加强，都在动摇硅谷形象。甚至一些嗓门最响亮的支持者，包括前总统奥巴马等，似乎也重新考虑其态度。奥巴马在2008年大选中曾广泛使用脸书，并在2011年的国情咨文中赞扬该公司，但最近在斯坦福大学的谈话中，他却谴责脸书传播假信息以及其在选举期间所扮演的角色。奥巴马说：“民主削弱的最大原因之一，是我们沟通和消费信息的方式发生了深刻变化。”如今，美国议员和联邦机构也投入到这场战斗中。随着美国联邦贸易委员会采取更多行动以及国会即将出台相关立法，大型科技公司正面临迄今为止最大的障碍。公众对科技行业的看法也普遍发生变化，68%的美国人认为科技公司对经济拥有太多权力和影响力——明显高于2018年的51%。奥玛拉说：“美国人担心权力集中。”专家们表示，硅谷的地理环境也在变化。作为描述旧金山南部区域的一个包罗万象的术语，近一个世纪以来，硅谷一直在巩固自身作为创新中心的地位。从上世纪30年代美军作战部门开始在这里设立研究站点起，硅谷就逐渐崛起为一个技术中心，该趋势又在此后几十年里延续到私营行业。但科技行业的扩张范围远超加州湾区，且疫情加快该趋势。2021年，特斯拉将其总部迁至得州奥斯汀，此前甲骨文和惠普等其他科技企业也采取类似措施。尽管面临越来越多的障碍，但“硅谷仍极具活力”。它“经历多个周期”，包括2001年和2008年的消沉，但每次都从中复苏。奥玛拉表示：“这里拥有难以复制的持久吸引力和独特品质。这或许是一个硅谷时代的终结，但不太可能是硅谷的终结。”（作者卡里·保罗，丁玎译）","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820989,"gmtCreate":1663396999942,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820989","repostId":"2268640391","repostType":4,"repost":{"id":"2268640391","kind":"news","pubTimestamp":1663388390,"share":"https://ttm.financial/m/news/2268640391?lang=en_US&edition=fundamental","pubTime":"2022-09-17 12:19","market":"fut","language":"zh","title":"Moody's: Commodity prices fluctuate, and company performance may be distorted","url":"https://stock-news.laohu8.com/highlight/detail?id=2268640391","media":"智通财经","summary":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MCO\">Moody's</a>A report recently released stated that large fluctuations in commodity prices will make it more difficult for investors to assess the performance of enterprises and the risks associated with counterparties.</p><p>Because the way companies report these price effects varies greatly, they often don't disclose who the counterparties are or which derivatives contracts they have.</p><p>Moody's analysts Knut Slatten and Alastair Drake said, \"In industries where companies have significant trading operations in addition to their core business, it becomes more difficult to assess counterparty risk. This is often the case in industries such as oil, gas and utilities.\"</p><p>Moody's warning comes after European energy prices hit record highs this year, leading some countries to intervene to avoid some companies going bankrupt. Sweden, Finland and Germany are setting aside billions of euros in emergency liquidity loans to support utilities hit by sudden margin calls.</p><p>Moody's analysts noted that due to the general temporary nature of margin calls, current credit metrics may be \"significantly underestimated or inflated to reflect underlying economic conditions.\" \"Net debt may be distorted because businesses must fund margin payments. Specifically, funds from businesses may be overstated/understated due to the inclusion of non-cash mark to market gains and losses and margin income/payments.\"</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moody's: Commodity prices fluctuate, and company performance may be distorted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMoody's: Commodity prices fluctuate, and company performance may be distorted\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-09-17 12:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MCO\">Moody's</a>A report recently released stated that large fluctuations in commodity prices will make it more difficult for investors to assess the performance of enterprises and the risks associated with counterparties.</p><p>Because the way companies report these price effects varies greatly, they often don't disclose who the counterparties are or which derivatives contracts they have.</p><p>Moody's analysts Knut Slatten and Alastair Drake said, \"In industries where companies have significant trading operations in addition to their core business, it becomes more difficult to assess counterparty risk. This is often the case in industries such as oil, gas and utilities.\"</p><p>Moody's warning comes after European energy prices hit record highs this year, leading some countries to intervene to avoid some companies going bankrupt. Sweden, Finland and Germany are setting aside billions of euros in emergency liquidity loans to support utilities hit by sudden margin calls.</p><p>Moody's analysts noted that due to the general temporary nature of margin calls, current credit metrics may be \"significantly underestimated or inflated to reflect underlying economic conditions.\" \"Net debt may be distorted because businesses must fund margin payments. Specifically, funds from businesses may be overstated/understated due to the inclusion of non-cash mark to market gains and losses and margin income/payments.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/793525.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"COP":"康菲石油"},"source_url":"http://www.zhitongcaijing.com/content/detail/793525.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268640391","content_text":"穆迪近日发布报告表示，大宗商品价格的大幅波动将使投资者更难评估企业的表现以及与交易对手相关的风险。由于各公司报告这些价格影响的方式差异很大，而它们往往不披露交易对手是谁，也不披露它们有哪些衍生品合约。穆迪分析师 Knut Slatten 和 Alastair Drake 表示，“在企业除核心业务外还有重要交易业务的行业，评估交易对手风险变得更加困难。这在石油、天然气和公用事业等行业往往是如此。”穆迪发出警告之前，欧洲能源价格今年创下历史新高，导致一些国家出手干预，以避免一些公司破产。瑞典、芬兰和德国正在拨出数十亿欧元的紧急流动性贷款，以支持受到突然追加保证金要求打击的公用事业公司。穆迪分析师指出，由于追加保证金的一般暂时性，目前的信贷指标可能“严重低估或夸大，无法反映根本的经济状况”。“由于企业必须为支付保证金提供资金，净债务可能被扭曲。具体来说，由于计入非现金按市值计价损益和保证金收入/支付，来自业务的资金可能被多报/少报。”","news_type":1,"symbols_score_info":{"COP":0.9}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820024,"gmtCreate":1663396988068,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820024","repostId":"2267694942","repostType":4,"repost":{"id":"2267694942","kind":"highlight","pubTimestamp":1663396068,"share":"https://ttm.financial/m/news/2267694942?lang=en_US&edition=fundamental","pubTime":"2022-09-17 14:27","market":"sh","language":"zh","title":"After CXO plummeted, the suffering and differentiation of medical fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=2267694942","media":"Wind资讯","summary":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登","content":"<p><html><head></head><body><b></b>After the CXO track plummeted, a pharmaceutical fund manager of a medium and large fund company encountered fierce questions from channel parties and holders during an online roadshow, resulting in the original 90-minute roadshow having to end in a hurry when it was about 45 minutes.</p><p>The fuse of this incident was an executive order signed by US President Biden on September 12, which aims to promote American manufacturing in the pharmaceutical industry and industries such as agriculture, plastics and energy.</p><p>As soon as the news came out, A-share and H-share CXO concept stocks opened on the 13th and ushered in a sharp drop. The A-share CXO leader<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/002821\">Asymchem</a>Down limit, Hong Kong stocks<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Down nearly 20%...</p><p>Affected by this, the net value of pharmaceutical theme funds also suffered a sharp blow. As of September 16, fund products with \"medicine\" or \"medical\" in the fund name have fallen almost across the board since September 13. More including SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a><a href=\"https://laohu8.com/S/002173\">Innovative medical care</a>, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, GF Medical and Health and many other pharmaceutical-themed funds fell nearly 5% in a single day on September 13.</p><p>After the decline, some fund managers said that due to the impact of overseas policies, their current attitude towards the CXO field is still cautious. However, some fund managers said that in the long run, the value of low-level allocation is prominent.</p><p><b>Encounter \"black swan\"</b></p><p>On September 12th, while people were still celebrating the Mid-Autumn Festival holiday, a piece of news from the United States made medical fund managers and researchers began to worry.</p><p>On September 12, local time, US President Biden signed an executive order to launch the National Biotechnology and Biomanufacturing Initiative.</p><p>It is pointed out that biomanufacturing (mainly synthetic biology and other controlled microorganisms to produce special chemicals and compounds, which are used to create plastics, fuels, materials and medicines, etc.) will become an important part of industry in the future, and may reach 30 trillion dollars within ten years. With an output value of US $trillion, the US biomanufacturing industry is currently over-dependent on the supply chains of other countries.</p><p>The initiative is expected to accelerate biotechnology innovation and develop the U.S. bioeconomy in agriculture, energy, medicine and other fields.</p><p>According to the news, the A-share and H-share CXO concept sectors ushered in a sharp drop on September 13. As of the close of the day, the A-share CXO leader<a href=\"https://laohu8.com/S/603259\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/06821\">Asymchem</a>Down the limit,<a href=\"https://laohu8.com/S/300759\">Pharmaron Chemical</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300363\">Porton shares</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/300347\">Tigermed</a>Fell more than 7%; Hong Kong stock WuXi Biologics fell nearly 20%,<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>Fell nearly 17%, Asymchem fell more than 12%,<a href=\"https://laohu8.com/S/03347\">Tigermed</a>Fell more than 9%,<a href=\"https://laohu8.com/S/03759\">Pharmaron Chemical</a>Fell more than 14%.</p><p>Immediately, a number of listed companies related to the CXO concept responded to the outside world. A related person from WuXi AppTec said that the company is concerned about this information, and the company's business and operations are currently normal. Tigermed responded that from the public information, (the policy) is mainly aimed at CDMO biosynthetic manufacturing. \"We have not seen the potential impact of (the policy) on our company for the time being.\"</p><p>CXO is commonly known as the pharmaceutical outsourcing industry chain, and the pharmaceutical industry chain is divided into R&D, production and sales. All three can be realized externally, among which R&D outsourcing is CRO, production outsourcing is CMO or CDMO, and sales outsourcing is CSO. In the industry, CXO also generally refers to companies engaged in pharmaceutical outsourcing business.</p><p>Although many companies stated that the policy has not had a substantial impact on the company at present, for pharmaceutical fund managers, this news has caused a \"critical blow\" to the net value of the funds under management.</p><p>According to incomplete statistics from wind data, on September 13, almost all 149 funds with \"medicine\" or \"medical care\" in their fund names \"fell\". Among them, SDIC UBS Innovative Medical, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, and GF Medical Health had the largest declines that day, falling by 4.96%, 4.93%, and 4.90% respectively.</p><p>It is precisely because of the recent sharp shock that a medical fund manager had no choice but to close comments during the recent roadshow exchange with the channel, and shortened the roadshow time...</p><p><b>Once the \"life-saving straw\"</b></p><p>In fact, in recent years, CXO has gradually become the main position for pharmaceutical fund managers to hold positions.</p><p>The reporter learned that with the development and changes in the pharmaceutical field in recent years, the holding style of pharmaceutical fund managers has gradually changed from \"generic drugs-raw materials-innovative drugs-medical devices-medical services-CXO\". The change began to intensify in the second half of 2021.</p><p>The reason is that a pharmaceutical fund manager in Beijing revealed to reporters that in recent years, including centralized procurement and medical insurance negotiations, the prices of generic drugs and innovative drugs have been severely suppressed, so that the prices of many drugs have been reduced by more than 50%, and the stock prices of many related companies have also undergone long-term and substantial adjustments.</p><p>Just as the entire pharmaceutical industry continued to adjust and fluctuate, CXO represented by WuXi AppTec suddenly emerged and continued to rise. Pharmaceutical fund managers who saw the opportunity seemed to have found a \"life-saving straw\" and seized it firmly.</p><p>Nowadays, this phenomenon is nicknamed \"CXO content\" in the industry.</p><p>From the perspective of the rearview mirror, the end of 2020 is a good opportunity to deploy CXO. At that time, fund managers Zhao Bei and Tan Donghan of ICBC Credit Suisse Fund, and Tan Xiaobing of Great Wall Fund gradually adjusted the top ten holdings of some of the funds they managed to CXO concept stocks in the second half of 2020.</p><p>Because of this, since 2020, even if the overall trend of the entire pharmaceutical industry is relatively sluggish, Zhao Bei's ICBC Credit Suisse Frontier Medical, Xie Wei's<a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Many pharmaceutical-themed funds such as Medical Reform and Tan Donghan's ICBC Credit Suisse Medical Health once doubled, and so far they have still created returns of more than 50%.</p><p>However, with the sudden arrival of overseas \"black swan\" events, funds with higher \"CXO content\" have also made sharp corrections.</p><p><b>Lighten up positions in advance</b></p><p>However, among the funds with high \"CXO content\" counted by reporters, some funds only showed a slight decline on September 13, and some funds even achieved \"a little red in the green bush\".</p><p>For example, Qianhai Kaiyuan Traditional Chinese Medicine Research Select rose by 0.66% on September 13, and Penghua Pharmaceutical Technology rose by 0.38% on the same day. In addition, Penghua Healthcare managed by Lang Chao and CCB High-end Medical managed by Pan Longling showed a slight decline that day, with declines of 0.10% and 0.55% respectively.</p><p>Judging from the interim report, the above-mentioned fund managers are more likely to lighten up their positions in CXO in advance.</p><p>For example, Jin Xiaofei, manager of Penghua Pharmaceutical Technology Fund, said in the semi-annual report that structurally, he is optimistic about the beginning of a new pharmaceutical cycle. Although CXO has undergone relatively large adjustments, he will still be cautious about this group sector in the future, and funds will continue to come out from CXO to re-balance dynamically in various pharmaceutical sub-sectors.</p><p>In fact, Jin Xiaofei reduced his position in the CXO sector in the fourth quarter of last year. He stated in the 2021 quarterly report that we cashed in most of our CXO assets at a high level in the fourth quarter.</p><p>Coincidentally, Pan Longling, manager of CCB's high-end medical fund, also lightened up CXO positions in the fourth quarter of last year. She stated in last year's quarterly report that she deployed sub-sectors such as pharmaceutical equipment, ready-for-use traditional Chinese medicine, medical services, and traditional Chinese medicine consumer goods, reducing the number of innovative pharmaceutical industrial chain (CXO), medical services, high-value consumables, and medical devices.</p><p>As for the negative and sharp decline of CXO, how do fund managers view the investment pattern of the pharmaceutical track?</p><p>A pharmaceutical fund manager in South China admitted that his current attitude towards the CXO field is cautious. The reason is that the products of Chinese CXO companies listed in the United States will be restricted by the clinical approval policy of the United States, which will greatly increase the time cost, economic cost, and scientific cost.</p><p>Lu Na, manager of Hang Seng Qianhai Consumption Upgrade Mixed Fund, believes that the domestic CXO industry is particularly dependent on American customers. Since more than 75% of the income of domestic CXO companies comes from overseas, they are highly sensitive to geopolicies, this administrative order has caused the market to be negative about the medium-and long-term prosperity of companies, which further affects the valuation of related companies. Therefore, the market chooses to sell relevant targets in a panic and pessimistic mood to avoid risks.</p><p>Looking forward to the future, Luna further stated that the performance of my country's CXO industry in the first half of the year was relatively brilliant, with sufficient corporate orders, and rapid growth in fixed assets and projects under construction, which reflects from the side that the industry's high prosperity cycle continues, and performance is expected to continue to grow rapidly. After nearly two years of valuation digestion of the CXO sector, the overall valuation has returned to a more reasonable range, and the value of low allocation is highlighted in the long run.</p><p>TEDA Manulife Fund stated that the current pharmaceutical investment in the primary market is still hot. Against the background of corporate personnel recruitment and continuous increase in CAPEX (capital expenditure), the CXO sector will still maintain a high degree of prosperity.</p><p>\"Under the background of accelerated iteration of industrial technology, continuous strengthening of capital support, and continuous advancement of medical reform,<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>Only by constantly innovating and upgrading can enterprises stand out in the increasingly fierce competition. When making investment decisions, investors can not only focus on the first-line leaders, but also look for \"specialized, special and new\" small leaders in various subdivisions from bottom to top. \" TEDA Manulife Fund further believes that.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>The research report believes that the construction cycle of biomanufacturing capacity is relatively long, from civil engineering to subsequent production system construction and regulatory agency certification as long as 3-5 years. Considering that the specific policy details and support plans are not yet clear, and the infrastructure construction cycle in the United States is long, it may take more than 5 years after the executive order is implemented, which may have a substantial impact on the existing domestic biomanufacturing industrial system.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After CXO plummeted, the suffering and differentiation of medical fund managers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter CXO plummeted, the suffering and differentiation of medical fund managers\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-17 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b></b>After the CXO track plummeted, a pharmaceutical fund manager of a medium and large fund company encountered fierce questions from channel parties and holders during an online roadshow, resulting in the original 90-minute roadshow having to end in a hurry when it was about 45 minutes.</p><p>The fuse of this incident was an executive order signed by US President Biden on September 12, which aims to promote American manufacturing in the pharmaceutical industry and industries such as agriculture, plastics and energy.</p><p>As soon as the news came out, A-share and H-share CXO concept stocks opened on the 13th and ushered in a sharp drop. The A-share CXO leader<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/002821\">Asymchem</a>Down limit, Hong Kong stocks<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Down nearly 20%...</p><p>Affected by this, the net value of pharmaceutical theme funds also suffered a sharp blow. As of September 16, fund products with \"medicine\" or \"medical\" in the fund name have fallen almost across the board since September 13. More including SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a><a href=\"https://laohu8.com/S/002173\">Innovative medical care</a>, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, GF Medical and Health and many other pharmaceutical-themed funds fell nearly 5% in a single day on September 13.</p><p>After the decline, some fund managers said that due to the impact of overseas policies, their current attitude towards the CXO field is still cautious. However, some fund managers said that in the long run, the value of low-level allocation is prominent.</p><p><b>Encounter \"black swan\"</b></p><p>On September 12th, while people were still celebrating the Mid-Autumn Festival holiday, a piece of news from the United States made medical fund managers and researchers began to worry.</p><p>On September 12, local time, US President Biden signed an executive order to launch the National Biotechnology and Biomanufacturing Initiative.</p><p>It is pointed out that biomanufacturing (mainly synthetic biology and other controlled microorganisms to produce special chemicals and compounds, which are used to create plastics, fuels, materials and medicines, etc.) will become an important part of industry in the future, and may reach 30 trillion dollars within ten years. With an output value of US $trillion, the US biomanufacturing industry is currently over-dependent on the supply chains of other countries.</p><p>The initiative is expected to accelerate biotechnology innovation and develop the U.S. bioeconomy in agriculture, energy, medicine and other fields.</p><p>According to the news, the A-share and H-share CXO concept sectors ushered in a sharp drop on September 13. As of the close of the day, the A-share CXO leader<a href=\"https://laohu8.com/S/603259\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/06821\">Asymchem</a>Down the limit,<a href=\"https://laohu8.com/S/300759\">Pharmaron Chemical</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300363\">Porton shares</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/300347\">Tigermed</a>Fell more than 7%; Hong Kong stock WuXi Biologics fell nearly 20%,<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>Fell nearly 17%, Asymchem fell more than 12%,<a href=\"https://laohu8.com/S/03347\">Tigermed</a>Fell more than 9%,<a href=\"https://laohu8.com/S/03759\">Pharmaron Chemical</a>Fell more than 14%.</p><p>Immediately, a number of listed companies related to the CXO concept responded to the outside world. A related person from WuXi AppTec said that the company is concerned about this information, and the company's business and operations are currently normal. Tigermed responded that from the public information, (the policy) is mainly aimed at CDMO biosynthetic manufacturing. \"We have not seen the potential impact of (the policy) on our company for the time being.\"</p><p>CXO is commonly known as the pharmaceutical outsourcing industry chain, and the pharmaceutical industry chain is divided into R&D, production and sales. All three can be realized externally, among which R&D outsourcing is CRO, production outsourcing is CMO or CDMO, and sales outsourcing is CSO. In the industry, CXO also generally refers to companies engaged in pharmaceutical outsourcing business.</p><p>Although many companies stated that the policy has not had a substantial impact on the company at present, for pharmaceutical fund managers, this news has caused a \"critical blow\" to the net value of the funds under management.</p><p>According to incomplete statistics from wind data, on September 13, almost all 149 funds with \"medicine\" or \"medical care\" in their fund names \"fell\". Among them, SDIC UBS Innovative Medical, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, and GF Medical Health had the largest declines that day, falling by 4.96%, 4.93%, and 4.90% respectively.</p><p>It is precisely because of the recent sharp shock that a medical fund manager had no choice but to close comments during the recent roadshow exchange with the channel, and shortened the roadshow time...</p><p><b>Once the \"life-saving straw\"</b></p><p>In fact, in recent years, CXO has gradually become the main position for pharmaceutical fund managers to hold positions.</p><p>The reporter learned that with the development and changes in the pharmaceutical field in recent years, the holding style of pharmaceutical fund managers has gradually changed from \"generic drugs-raw materials-innovative drugs-medical devices-medical services-CXO\". The change began to intensify in the second half of 2021.</p><p>The reason is that a pharmaceutical fund manager in Beijing revealed to reporters that in recent years, including centralized procurement and medical insurance negotiations, the prices of generic drugs and innovative drugs have been severely suppressed, so that the prices of many drugs have been reduced by more than 50%, and the stock prices of many related companies have also undergone long-term and substantial adjustments.</p><p>Just as the entire pharmaceutical industry continued to adjust and fluctuate, CXO represented by WuXi AppTec suddenly emerged and continued to rise. Pharmaceutical fund managers who saw the opportunity seemed to have found a \"life-saving straw\" and seized it firmly.</p><p>Nowadays, this phenomenon is nicknamed \"CXO content\" in the industry.</p><p>From the perspective of the rearview mirror, the end of 2020 is a good opportunity to deploy CXO. At that time, fund managers Zhao Bei and Tan Donghan of ICBC Credit Suisse Fund, and Tan Xiaobing of Great Wall Fund gradually adjusted the top ten holdings of some of the funds they managed to CXO concept stocks in the second half of 2020.</p><p>Because of this, since 2020, even if the overall trend of the entire pharmaceutical industry is relatively sluggish, Zhao Bei's ICBC Credit Suisse Frontier Medical, Xie Wei's<a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Many pharmaceutical-themed funds such as Medical Reform and Tan Donghan's ICBC Credit Suisse Medical Health once doubled, and so far they have still created returns of more than 50%.</p><p>However, with the sudden arrival of overseas \"black swan\" events, funds with higher \"CXO content\" have also made sharp corrections.</p><p><b>Lighten up positions in advance</b></p><p>However, among the funds with high \"CXO content\" counted by reporters, some funds only showed a slight decline on September 13, and some funds even achieved \"a little red in the green bush\".</p><p>For example, Qianhai Kaiyuan Traditional Chinese Medicine Research Select rose by 0.66% on September 13, and Penghua Pharmaceutical Technology rose by 0.38% on the same day. In addition, Penghua Healthcare managed by Lang Chao and CCB High-end Medical managed by Pan Longling showed a slight decline that day, with declines of 0.10% and 0.55% respectively.</p><p>Judging from the interim report, the above-mentioned fund managers are more likely to lighten up their positions in CXO in advance.</p><p>For example, Jin Xiaofei, manager of Penghua Pharmaceutical Technology Fund, said in the semi-annual report that structurally, he is optimistic about the beginning of a new pharmaceutical cycle. Although CXO has undergone relatively large adjustments, he will still be cautious about this group sector in the future, and funds will continue to come out from CXO to re-balance dynamically in various pharmaceutical sub-sectors.</p><p>In fact, Jin Xiaofei reduced his position in the CXO sector in the fourth quarter of last year. He stated in the 2021 quarterly report that we cashed in most of our CXO assets at a high level in the fourth quarter.</p><p>Coincidentally, Pan Longling, manager of CCB's high-end medical fund, also lightened up CXO positions in the fourth quarter of last year. She stated in last year's quarterly report that she deployed sub-sectors such as pharmaceutical equipment, ready-for-use traditional Chinese medicine, medical services, and traditional Chinese medicine consumer goods, reducing the number of innovative pharmaceutical industrial chain (CXO), medical services, high-value consumables, and medical devices.</p><p>As for the negative and sharp decline of CXO, how do fund managers view the investment pattern of the pharmaceutical track?</p><p>A pharmaceutical fund manager in South China admitted that his current attitude towards the CXO field is cautious. The reason is that the products of Chinese CXO companies listed in the United States will be restricted by the clinical approval policy of the United States, which will greatly increase the time cost, economic cost, and scientific cost.</p><p>Lu Na, manager of Hang Seng Qianhai Consumption Upgrade Mixed Fund, believes that the domestic CXO industry is particularly dependent on American customers. Since more than 75% of the income of domestic CXO companies comes from overseas, they are highly sensitive to geopolicies, this administrative order has caused the market to be negative about the medium-and long-term prosperity of companies, which further affects the valuation of related companies. Therefore, the market chooses to sell relevant targets in a panic and pessimistic mood to avoid risks.</p><p>Looking forward to the future, Luna further stated that the performance of my country's CXO industry in the first half of the year was relatively brilliant, with sufficient corporate orders, and rapid growth in fixed assets and projects under construction, which reflects from the side that the industry's high prosperity cycle continues, and performance is expected to continue to grow rapidly. After nearly two years of valuation digestion of the CXO sector, the overall valuation has returned to a more reasonable range, and the value of low allocation is highlighted in the long run.</p><p>TEDA Manulife Fund stated that the current pharmaceutical investment in the primary market is still hot. Against the background of corporate personnel recruitment and continuous increase in CAPEX (capital expenditure), the CXO sector will still maintain a high degree of prosperity.</p><p>\"Under the background of accelerated iteration of industrial technology, continuous strengthening of capital support, and continuous advancement of medical reform,<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>Only by constantly innovating and upgrading can enterprises stand out in the increasingly fierce competition. When making investment decisions, investors can not only focus on the first-line leaders, but also look for \"specialized, special and new\" small leaders in various subdivisions from bottom to top. \" TEDA Manulife Fund further believes that.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>The research report believes that the construction cycle of biomanufacturing capacity is relatively long, from civil engineering to subsequent production system construction and regulatory agency certification as long as 3-5 years. Considering that the specific policy details and support plans are not yet clear, and the infrastructure construction cycle in the United States is long, it may take more than 5 years after the executive order is implemented, which may have a substantial impact on the existing domestic biomanufacturing industrial system.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","relate_stocks":{"300363":"博腾股份"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267694942","content_text":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登签署的一项行政命令，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。消息一出，13日开盘A股和H股CXO概念股便迎来了大跌，A股CXO龙头药明康德和凯莱英跌停，港股药明生物跌近20%……受此影响，医药主题基金的净值亦遭遇大幅打击。截至9月16日，带有基金名称中带有“医药”或“医疗”的基金产品自9月13日以来几乎全线下跌。更有包括国投瑞银创新医疗、广发沪港深医药、广发医疗健康等多只医药主题基金9月13日单日大跌近5%。杀跌之后，部分基金经理表示，受海外政策影响，目前对CXO领域态度依旧偏谨慎。不过也有基金经理表示，长期来看低位配置价值凸显。遭遇“黑天鹅”9月12日，当人们还在欢度中秋假期时，一则来自美国的消息让医药基金经理和研究员们开始担忧起来。当地时间9月12日，美国总统拜登签署了一项行政命令，启动国家生物技术和生物制造倡议。其中指出，生物制造（主要为合成生物学等控制微生物制造特殊的化学物质和化合物，用于打造塑料、燃料、材料和药品等）未来将成为工业的重要组成部分，在十年内或可达到30万亿美元产值，而目前美国生物制造业正过度依赖于其他国家的供应链。该倡议预计或将加速生物技术创新，在农业、能源、医药等领域发展美国的生物经济。消息传来，9月13日A股、H股CXO概念板块便迎来大跌，截至当天收盘，A股CXO龙头药明康德和凯莱英跌停，康龙化成跌超13%，博腾股份跌近10%，泰格医药跌超7%；港股药明生物跌近20%，药明康德跌近17%，凯莱英跌超12%，泰格医药跌超9%，康龙化成跌超14%。随即，多家CXO概念相关上市公司对外回应。药明康德相关人士表示，公司关注到该信息，目前公司业务和运营一切正常。泰格医药回应称，从公开消息看，（该政策）主要是针对CDMO生物合成制造方面，“暂时没有看出（该政策）对我们公司会有潜在的影响。”CXO，俗称医药外包产业链，而医药产业链又分为研发、生产、销售。这三者均可实现外部，其中，研发外包为CRO,生产外包为CMO或CDMO，销售外包为CSO。在业内，CXO也泛指做医药外包业务的公司。虽然多家公司表示该政策目前未对公司造成实质影响，但对于医药基金经理来说，这一消息对所管理的基金净值来说却造成了“暴击”。根据wind数据不完全统计发现，9月13日当天，在基金名称中带有“医药”或“医疗”的149只基金几乎全部“沦陷”。其中国投瑞银创新医疗、广发沪港深医药、广发医疗健康当日跌幅最大，分别下跌4.96%、4.93%和4.90%。正是由于近期的大幅震荡，一位医药基金经理在近日与渠道的路演交流中不得已关闭评论，并缩短了路演时间……曾经的“救命稻草”事实上，近年来，CXO逐步成为了医药基金经理持仓的主要阵地。记者了解到，随着近年来医药领域的发展与变化，医药基金经理们的持仓风格逐渐从“仿制药--原料药--创新药--医疗器械--医疗服务--CXO”，这一变化在2021年下半年开始愈演愈烈。究其原因，北京一位医药基金经理对记者透露，近几年包括集采、医保谈判，对仿制药、创新药等的价格打压比较严重，以至于很多药品降价幅度超过了50%，很多相关企业的股价也经历了长时间大幅度的调整。就在医药全行业持续调整震荡时，以药明康德为代表的CXO异军突起，持续拉升，看到机会的医药基金经理们好像找到了“救命稻草”一样牢牢抓住。如今这一现象被业内戏称为“含CXO量”。后视镜视角来看，2020年底则是布局CXO的好机会。彼时，工银瑞信基金旗下基金经理赵蓓、谭冬寒、长城基金的谭小兵等均在2020年下半年便将所管理的部分基金前十大重仓股逐步调成CXO概念股。正因如此，2020年至今，即便医药全行业整体走势较为低迷之下，赵蓓的工银瑞信前沿医疗、谢玮的中信建投医改、谭冬寒的工银瑞信医疗健康等多只医药主题基金曾一度实现翻倍，截至目前依然创造了超过50%的回报。然而，随着海外“黑天鹅”事件的突然降临，“含CXO量”较高的基金也纷纷大幅回调。提前减仓不过，在记者统计的“含CXO量”较高的基金中，有部分基金在9月13日当天，仅呈现微跌状态，甚至部分基金实现了“万绿丛中一点红”。例如，前海开源中药研究精选9月13日日涨幅为0.66%、鹏华医药科技同一天涨幅为0.38%。此外，郎超管理的鹏华医疗保健及潘龙玲管理的建信高端医疗当日呈现微跌状态，跌幅分别为0.10%和0.55%。而从中报来看，上述基金经理提前减仓CXO的可能性较大。例如，鹏华医药科技基金经理金笑非在半年报报中表示，结构上，看好医药新周期的开始，CXO虽然有比较大的调整，但未来仍对这个抱团的板块比较谨慎，资金会从CXO里不断出来，重新在医药各个细分行业里动态平衡。事实上，金笑非在去年四季度时便对CXO板块进行了减仓操作，其在2021年四季报中表示，四季度我们在高位兑现了大部分的CXO资产。无独有偶，建信高端医疗基金经理潘龙玲也在去年四季度对CXO进行了减仓操作，其在去年四季报中表示，布局了制药装备、中成药、医疗服务、中药消费品等子板块，减少了创新药产业链（CXO）、医疗服务、高值耗材、医疗器械方面的配置。而对于CXO利空和大幅杀跌后，基金经理如何看待医药赛道的投资格局？华南一位医药基金经理坦言，目前对CXO领域的态度偏谨慎。原因在于中国CXO企业的产品在美国上市会受美国临床审批政策的限制，从而导致时间成本，经济成本，科学成本大大增加。恒生前海消费升级混合基金经理鲁娜认为，国内CXO行业对美国客户尤其依赖，由于国内CXO企业的收入75%以上来自海外，对地缘政策敏感度较高，该项行政命令导致市场对企业中长期景气度不乐观，进一步影响相关公司的估值评估，因此市场在较为恐慌且悲观的情绪下选择卖出相关标的以回避风险。展望未来，鲁娜进一步表示，我国CXO行业上半年业绩较为靓丽，企业订单充足，固定资产和在建工程仍保持高速增长，从侧面体现行业高景气度周期持续，业绩有望持续高增。CXO板块经过近两年的估值消化，整体估值已回归较为合理的区间，从长期看低位配置价值凸显。泰达宏利基金表示，当前一级市场医药投资依旧火爆，在企业人员招聘和CAPEX（资本性支出）持续增加的背景下，CXO板块依旧会维持较高的景气度。“在产业技术加速迭代、资本支持持续强化、医改不断推进的背景下，中国医药企业唯有不断创新、升级，才能在日益激烈的竞争中脱颖而出。在投资决策时，投资者除了重点关注一线龙头外，也可自下而上找寻各细分领域的“专精特新”小龙头。”泰达宏利基金进一步认为。华泰证券研报认为，生物制造产能建设周期较长，从土建到后续的生产体系建设和监管机构认证长达3-5年。考虑到具体政策细节和支持方案尚不明确，美国本土的基础建设周期时间长，行政令落地后或需要5年以上的时间方有可能对国内现有生物制造工业体系产生实质性影响。","news_type":1,"symbols_score_info":{"300363":0.9}},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867761,"gmtCreate":1663396962654,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867761","repostId":"2268640091","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867497,"gmtCreate":1663396950520,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867497","repostId":"2268628920","repostType":2,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867564,"gmtCreate":1663396935259,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867564","repostId":"2268858623","repostType":2,"repost":{"id":"2268858623","kind":"news","pubTimestamp":1663392540,"share":"https://ttm.financial/m/news/2268858623?lang=en_US&edition=fundamental","pubTime":"2022-09-17 13:29","market":"us","language":"zh","title":"A big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2268858623","media":"格隆汇","summary":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。就在9月13日，卖空分析公司S3Partners的研究报告显示，苹果取代特斯拉成为美股头号做...","content":"<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>All along, short<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>It's Wall Street<span>fund</span>A shared obsession of managers. Since April 2020,<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>It has been at the top of the U.S. stock short selling list for 864 consecutive days.</p><p>　　<strong>Just on September 13, short-selling analysis firm S3 Partners'</strong><strong><span>Research Report</span></strong><strong>Display,<span><a href=\"https://laohu8.com/S/AAPL\">Apple</a></span><span></span>replace<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>Become the number one short-selling target of US stocks.</strong>On that day,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>Open short positions were $18.4 billion, while<span>Tesla</span><span></span>The short position was $17.4 billion.</p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D24986018891982842828_w1080h919.jpg\" width=\"580\"/></center>In this regard, the managing director of professional data provider S3 Partners said that in view of<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>And<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">Tesla</span>Together, they account for about 9.3% of the total market capitalization of the S&P 500 index.<strong>Air Force's focus on these two stocks can be attributed to the market's pessimism towards the broader market, rather than the belief that the fundamentals of these two companies are weak.</strong></p><p>　　<strong>1</strong></p><p>　　<strong>Buffett has made frequent moves this year</strong></p><p>Apple has always been<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The \"ballast stone\" in the portfolio, Buffett will not have any changes in his position in Apple in 2021.</p><p>　　<strong>In the first quarter of this year, Berkshire increased its position by 3.789 million Apple shares, and in the second quarter, it increased its position by 3.8789 million shares. The latest number of shares held was 895 million shares, which is Berkshire's largest holding, with an allocation ratio of over 40%.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25140029349045275330_w892h634.jpg\" width=\"580\"/></center>In 2022 Berkshire<span>shareholder</span>In the letter, Buffett said of Apple: \"Most of the money Apple keeps is used to<span>Repurchase</span>Own shares, which we appreciate. Apple's outstanding CEO Tim Cook treats Apple's users like his first love! Obviously, his fans can benefit greatly from his management style. \"</p><p>In this year<span>General Meeting of Shareholders</span>When Buffett talked about Apple again, he said that our interest in Apple is also due to the continuous growth of buybacks, and their annual revenue can even reach 100 billion. As long as we have 0.01% growth in our Dividend, it will bring great benefits.</p><p>　　<strong>In the plunge of U.S. stocks, Buffett, who was holding heavy cash, made frequent moves and quickly bought, buy, buy, buy.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25760792665739459264_w1080h1782.jpg\" width=\"252\"/></center>In the first quarter, Berkshire bought $51.1 billion in shares and sold $9.7 billion in shares. Betting<span><a href=\"https://laohu8.com/S/CVX\">Chevron</a></span><span></span>、<span><a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a></span><span></span>、<span>Insurance</span><span></span>Company Alleghany, etc., Berkshire's cash reserves plummeted from as high as US $144 billion at the end of last year to US $106.3 billion in the first quarter.</p><p>In the second quarter, it continued to buy US $6.2 billion in stocks and sell US $2.3 billion in stocks. Stock gods have increased positions many times this year<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>, the latest data shows that Berkshire Hathaway<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>The company's shareholding increased to 26.8%.</p><p>　　<strong>At this year's offline shareholders' meeting, Buffett was asked \"how to seize the investment opportunity\"?</strong>Buffett replied that we don't buy or sell because of the market or economic situation, because we don't know the actual situation. Sometimes people will say, look at how good the investment you made before. You see, in 2008, when the stock market crashed, we were still optimistic.</p><p>Buffett said that we are not very good at accurately grasping the timing of investment. We just buy when we think the investment object is cheap. This is actually a truth that can be understood in the fourth grade of primary school.</p><p>　　<strong>2</strong></p><p>　　<strong>How did Buffett buy the bottom?</strong></p><p>In the fall of 2008, global markets were in a state of collapse, sitting on $600 billion in assets<span>Banks</span><span></span>Lehman Brothers filed for bankruptcy on September 15. Two weeks later, on September 29, U.S. stocks evaporated $1.2 trillion in market value. The Dow Jones plunged 7%, the US unemployment rate hit 10%, and panic pervaded Wall Street.</p><p>　　<strong>In panic, Buffett made a move.</strong>In October 2008, Buffett<span><a href=\"https://laohu8.com/S/NYT\">The New York Times</a></span><span></span>\"Published an article\" BuyAmerican.Iam. \"He believes that in the short term, the unemployment rate will continue to rise and business activity will continue to decline, but at this time he decided to buy U.S. stocks aggressively.</p><p>At that time, everyone thought that the old man was crazy. Did he want to \"fool\" people into taking over?<strong>When the economy is in a bad mess, why do the stock gods take action?</strong>Buffett wrote in the article:</p><p>I follow a simple rule when buying stocks: everyone is greedy, and I am afraid; People are afraid, I am greedy. Obviously, the current market is full of panic, and even experienced investors feel the invasion of fear.</p><p>On the one hand, some companies in the United States are at a competitive disadvantage and burdened with high leverage. It is understandable that investors should be wary of such companies; On the other hand, there are many companies in the United States that are doing well and have bright long-term prospects, and it is unreasonable for investors to panic about these companies.</p><p>In the short term, it is completely normal for good companies to temporarily fall into difficulties and experience a temporary decline in profits. Looking at five, 10, or 20 years from now, most big American companies will set new profit records.</p><p>One thing, I (Buffett) must make it clear: \"I cannot predict the short-term fluctuations of the stock market. In a month or a year, will the stock market rise or fall? I have no idea at all. I only know that the stock market must have risen, or even surged, before the mood turns bullish or the economy improves.<strong>If you wait for the robins to arrive, you will miss the entire spring.</strong>”</p><p>Regarding bargain hunting, Buffett later gave the reason: According to the century-old history of the United States, no matter the collapse of 1929, the two world wars, the Iranian oil crisis, the stock market crash of 1987, or the \"911\" incident in 2001, they can recover from the crisis every time. recover; Although the crisis will bring some pain in the short term, the long-term value of good American companies will continue to increase.</p><p>　　<strong>3</strong></p><p>　　<strong>Warren Buffett's bottom-hunting apocalypse</strong></p><p>　　<strong>1. Investment is gambling on national fortune</strong></p><p>Assuming that the stock market of a backward country is plummeting now, it is obviously difficult to succeed in buying the bottom according to Buffett's method, and it may even fall into the abyss.</p><p>Buffett once admitted that he succeeded because he won the ovarian lottery and was born in the United States.</p><p>Looking through the magazine articles in the United States, there were many theories about the collapse of the United States in the 1970s. In the 1970s, I was worried about inflation, in the 1980s, I was worried about being overtaken by Japan, and later I was worried about bad debts.</p><p>Returning to the essence, only by stretching out the time can we see many things clearly. Buffett's bargain-hunting process enlightens people: To choose the right market, the country you invest in, and the economy must be upward for a long time, otherwise no matter how cheap it is, you can't bargain-hunting.</p><p>　　<strong>2. Bargain hunting also depends on the company</strong></p><p>In the past, Buffett's first choice for bargain hunting was companies with great value. Either it is a cigarette butt stock whose price is far lower than the value, or it is a company with a huge moat and future value on the track of long slopes and thick snow (large industry space + high profitability).</p><p>　　<strong>3. Investment is a game of human nature</strong></p><p>Investor psychology is like a pendulum, constantly swinging back and forth between optimism and pessimism. The so-called asset price rarely stays in a reasonable position for too long.</p><p>Looking back at the end of 2018, everyone is studying Japan's lost 20 years, and there are many worries. Then the stock market rose for a few days, and people began to discuss whether this bull market could break through 6,000 points.</p><p>The psychology of participants, from greed to fear; From optimism to pessimism; From risk tolerance to risk aversion; From trust to doubt; From future value to present value; From rush to buy to panic sell<strong>。</strong></p><p>　　<strong>The market is always fluctuating back and forth in greed and fear, and the group with the largest market is neither bulls nor bears, but slicks. Investment is more like long-distance running. How far you can go, the competition is determination.</strong></p><p>(Source of article: Gelonghui)</p><p></div></body></html></p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-09-17 13:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>All along, short<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>It's Wall Street<span>fund</span>A shared obsession of managers. Since April 2020,<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>It has been at the top of the U.S. stock short selling list for 864 consecutive days.</p><p>　　<strong>Just on September 13, short-selling analysis firm S3 Partners'</strong><strong><span>Research Report</span></strong><strong>Display,<span><a href=\"https://laohu8.com/S/AAPL\">Apple</a></span><span></span>replace<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>Become the number one short-selling target of US stocks.</strong>On that day,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>Open short positions were $18.4 billion, while<span>Tesla</span><span></span>The short position was $17.4 billion.</p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D24986018891982842828_w1080h919.jpg\" width=\"580\"/></center>In this regard, the managing director of professional data provider S3 Partners said that in view of<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>And<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">Tesla</span>Together, they account for about 9.3% of the total market capitalization of the S&P 500 index.<strong>Air Force's focus on these two stocks can be attributed to the market's pessimism towards the broader market, rather than the belief that the fundamentals of these two companies are weak.</strong></p><p>　　<strong>1</strong></p><p>　　<strong>Buffett has made frequent moves this year</strong></p><p>Apple has always been<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The \"ballast stone\" in the portfolio, Buffett will not have any changes in his position in Apple in 2021.</p><p>　　<strong>In the first quarter of this year, Berkshire increased its position by 3.789 million Apple shares, and in the second quarter, it increased its position by 3.8789 million shares. The latest number of shares held was 895 million shares, which is Berkshire's largest holding, with an allocation ratio of over 40%.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25140029349045275330_w892h634.jpg\" width=\"580\"/></center>In 2022 Berkshire<span>shareholder</span>In the letter, Buffett said of Apple: \"Most of the money Apple keeps is used to<span>Repurchase</span>Own shares, which we appreciate. Apple's outstanding CEO Tim Cook treats Apple's users like his first love! Obviously, his fans can benefit greatly from his management style. \"</p><p>In this year<span>General Meeting of Shareholders</span>When Buffett talked about Apple again, he said that our interest in Apple is also due to the continuous growth of buybacks, and their annual revenue can even reach 100 billion. As long as we have 0.01% growth in our Dividend, it will bring great benefits.</p><p>　　<strong>In the plunge of U.S. stocks, Buffett, who was holding heavy cash, made frequent moves and quickly bought, buy, buy, buy.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25760792665739459264_w1080h1782.jpg\" width=\"252\"/></center>In the first quarter, Berkshire bought $51.1 billion in shares and sold $9.7 billion in shares. Betting<span><a href=\"https://laohu8.com/S/CVX\">Chevron</a></span><span></span>、<span><a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a></span><span></span>、<span>Insurance</span><span></span>Company Alleghany, etc., Berkshire's cash reserves plummeted from as high as US $144 billion at the end of last year to US $106.3 billion in the first quarter.</p><p>In the second quarter, it continued to buy US $6.2 billion in stocks and sell US $2.3 billion in stocks. Stock gods have increased positions many times this year<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>, the latest data shows that Berkshire Hathaway<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>The company's shareholding increased to 26.8%.</p><p>　　<strong>At this year's offline shareholders' meeting, Buffett was asked \"how to seize the investment opportunity\"?</strong>Buffett replied that we don't buy or sell because of the market or economic situation, because we don't know the actual situation. Sometimes people will say, look at how good the investment you made before. You see, in 2008, when the stock market crashed, we were still optimistic.</p><p>Buffett said that we are not very good at accurately grasping the timing of investment. We just buy when we think the investment object is cheap. This is actually a truth that can be understood in the fourth grade of primary school.</p><p>　　<strong>2</strong></p><p>　　<strong>How did Buffett buy the bottom?</strong></p><p>In the fall of 2008, global markets were in a state of collapse, sitting on $600 billion in assets<span>Banks</span><span></span>Lehman Brothers filed for bankruptcy on September 15. Two weeks later, on September 29, U.S. stocks evaporated $1.2 trillion in market value. The Dow Jones plunged 7%, the US unemployment rate hit 10%, and panic pervaded Wall Street.</p><p>　　<strong>In panic, Buffett made a move.</strong>In October 2008, Buffett<span><a href=\"https://laohu8.com/S/NYT\">The New York Times</a></span><span></span>\"Published an article\" BuyAmerican.Iam. \"He believes that in the short term, the unemployment rate will continue to rise and business activity will continue to decline, but at this time he decided to buy U.S. stocks aggressively.</p><p>At that time, everyone thought that the old man was crazy. Did he want to \"fool\" people into taking over?<strong>When the economy is in a bad mess, why do the stock gods take action?</strong>Buffett wrote in the article:</p><p>I follow a simple rule when buying stocks: everyone is greedy, and I am afraid; People are afraid, I am greedy. Obviously, the current market is full of panic, and even experienced investors feel the invasion of fear.</p><p>On the one hand, some companies in the United States are at a competitive disadvantage and burdened with high leverage. It is understandable that investors should be wary of such companies; On the other hand, there are many companies in the United States that are doing well and have bright long-term prospects, and it is unreasonable for investors to panic about these companies.</p><p>In the short term, it is completely normal for good companies to temporarily fall into difficulties and experience a temporary decline in profits. Looking at five, 10, or 20 years from now, most big American companies will set new profit records.</p><p>One thing, I (Buffett) must make it clear: \"I cannot predict the short-term fluctuations of the stock market. In a month or a year, will the stock market rise or fall? I have no idea at all. I only know that the stock market must have risen, or even surged, before the mood turns bullish or the economy improves.<strong>If you wait for the robins to arrive, you will miss the entire spring.</strong>”</p><p>Regarding bargain hunting, Buffett later gave the reason: According to the century-old history of the United States, no matter the collapse of 1929, the two world wars, the Iranian oil crisis, the stock market crash of 1987, or the \"911\" incident in 2001, they can recover from the crisis every time. recover; Although the crisis will bring some pain in the short term, the long-term value of good American companies will continue to increase.</p><p>　　<strong>3</strong></p><p>　　<strong>Warren Buffett's bottom-hunting apocalypse</strong></p><p>　　<strong>1. Investment is gambling on national fortune</strong></p><p>Assuming that the stock market of a backward country is plummeting now, it is obviously difficult to succeed in buying the bottom according to Buffett's method, and it may even fall into the abyss.</p><p>Buffett once admitted that he succeeded because he won the ovarian lottery and was born in the United States.</p><p>Looking through the magazine articles in the United States, there were many theories about the collapse of the United States in the 1970s. In the 1970s, I was worried about inflation, in the 1980s, I was worried about being overtaken by Japan, and later I was worried about bad debts.</p><p>Returning to the essence, only by stretching out the time can we see many things clearly. Buffett's bargain-hunting process enlightens people: To choose the right market, the country you invest in, and the economy must be upward for a long time, otherwise no matter how cheap it is, you can't bargain-hunting.</p><p>　　<strong>2. Bargain hunting also depends on the company</strong></p><p>In the past, Buffett's first choice for bargain hunting was companies with great value. Either it is a cigarette butt stock whose price is far lower than the value, or it is a company with a huge moat and future value on the track of long slopes and thick snow (large industry space + high profitability).</p><p>　　<strong>3. Investment is a game of human nature</strong></p><p>Investor psychology is like a pendulum, constantly swinging back and forth between optimism and pessimism. The so-called asset price rarely stays in a reasonable position for too long.</p><p>Looking back at the end of 2018, everyone is studying Japan's lost 20 years, and there are many worries. Then the stock market rose for a few days, and people began to discuss whether this bull market could break through 6,000 points.</p><p>The psychology of participants, from greed to fear; From optimism to pessimism; From risk tolerance to risk aversion; From trust to doubt; From future value to present value; From rush to buy to panic sell<strong>。</strong></p><p>　　<strong>The market is always fluctuating back and forth in greed and fear, and the group with the largest market is neither bulls nor bears, but slicks. Investment is more like long-distance running. How far you can go, the competition is determination.</strong></p><p>(Source of article: Gelonghui)</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.eastmoney.com/a/202209172511441184.html\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BK4515":"5G概念","BK4559":"巴菲特持仓","AAPL":"苹果","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BRK.B":"伯克希尔B","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4176":"多领域控股","BK4505":"高瓴资本持仓"},"source_url":"http://stock.eastmoney.com/a/202209172511441184.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268858623","content_text":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。　　就在9月13日，卖空分析公司S3 Partners的研究报告显示，苹果取代特斯拉成为美股头号做空目标。当天，苹果未平仓空头头寸为184亿美元，而特斯拉空头头寸为174亿美元。　　对此，专业数据提供商S3 Partners董事总经理表示，鉴于苹果和特斯拉合计占标普500指数总市值的9.3%左右。空军主攻这两档股票，可归因于市场对大盘的悲观情绪，而不是认为这两家公司的基本面疲软。　　1　　巴菲特今年频繁出手　　苹果一直是伯克希尔组合中的“压舱石”，2021年巴菲特对苹果没有任何持仓变动。　　今年一季度伯克希尔加仓378.9万股苹果，二季度再加仓387.89万股，最新持股数8.95亿股，是伯克希尔第一重仓股，配置比例超40%。　　在2022年伯克希尔致股东信中，巴菲特这样评价苹果：“苹果保留的大部分资金用于回购自身股份，我们对此表示赞赏。苹果杰出的首席执行官蒂姆·库克把苹果的用户当成了自己的初恋对待！显然，他的拥趸们能从他的管理风格中受益匪浅。”　　在今年股东大会上，巴菲特再次谈到苹果时说到，我们对苹果的兴趣，也是因为回购在持续地增长，他们每年的收益甚至能达到1000亿。只要我们的股息有0.01%的增长，它都会带来很大的收益。　　在美股暴跌中，手握重磅现金的巴菲特频繁出手，快速买买买。　　一季度，伯克希尔买入511亿美元股票，卖出97亿美元股票。押注雪佛龙、西方石油、保险公司Alleghany等，伯克希尔现金储备从去年年末高达1440亿美元狂降至一季度的1063亿美元。　　二季度继续买入62亿美元的股票，卖出23亿美元的股票。股神今年多次加仓西方石油，最新数据显示伯克希尔哈撒韦对西方石油公司的持股比例增加到26.8%。　　今年线下股东会，巴菲特被问及“如何抓住投资时机”？巴菲特回答称，我们并不会因为市场或经济的情况而去买卖，因为我们对实际的情况也不清楚。有些时候人们会说，你看你们之前做的投资多好。你看我们在2008年，股市大跌的时候，我们仍然保持乐观。　　巴菲特说，我们并不是非常善于精确掌握投资时机，我们只是在觉得投资对象价格便宜的时候买入，这其实是小学四年级就能明白的道理。　　2　　巴菲特是如何抄底的？　　2008年秋季全球市场处于崩溃的状态，坐拥6000亿美元资产的投资银行雷曼兄弟在9月15日申请破产。两周后，9月29日美股蒸发1.2万亿美元市值。道琼斯指数暴跌7%，美国失业率达10%，华尔街恐慌情绪弥漫。　　恐慌中，巴菲特出手了。2008年10月巴菲特在《纽约时报》上发表文章《买入美国正当时》(BuyAmerican.Iam.)，他认为从短期来看，失业率将继续上升，商业活动将继续衰退，但此时他却决定大举买入美国股票。　　当时，大家都认为这老头疯了，是不是要“忽悠”人去接盘。在经济一团糟糕之时，股神为什么会出手呢？巴菲特在文章中写道：　　我买股票遵循一个简单的规律：众人贪婪，我恐惧；众人恐惧，我贪婪。显而易见，当前市场中充斥着恐慌情绪，就连经验丰富的投资者都感到了恐惧的侵袭。　　一方面，美国有些公司处于竞争劣势、背负着高杠杆，投资者对此类公司保持警惕无可厚非；另一方面，美国有很多公司经营状况良好、长期前景光明，投资者对这些公司感到恐慌毫无道理。　　从短期来看，好公司暂时陷入困难、盈利出现一时的下降完全是正常情况。把眼光拉长到5年、10年、20年以后，大多数美国大公司都将创造新的盈利纪录。　　有一点，我(巴菲特)一定要讲清楚：“我无法预测股市的短期波动，一个月以后，一年以后，股市是能涨呢，还是能跌呢？我根本不知道。我只知道在情绪翻多或经济好转之前，股市一定早已上涨，甚至是大涨了。如果你等待知更鸟的到来，你将错过整个春天。”　　关于抄底，巴菲特后来给出的理由是：根据美国百年历史，无论1929年大崩溃、两次世界大战、伊朗石油危机、1987年股灾、2001年的“911”事件，每次都能从危机中恢复过来；尽管危机在短期内会带来一定的痛苦，但是美国的好公司，长期价值将不断增加。　　3　　股神巴菲特抄底启示录　　1.投资就是赌国运　　假设现在暴跌的是落后的国家股市，按照巴菲特的方法去抄底，显然很难获得成功，甚至会跌入万丈深渊。　　巴菲特也曾经坦言，他之所以成功，是因为中了卵巢彩票，生在了美国。　　翻看美国当年的杂志文章，上世纪70年代美国崩溃论也不少。70年代担心通货膨胀，80年代担心被日本赶超，后来又担心坏账。　　回归本质，只有拉长时间，才能把很多事情看清楚。巴菲特抄底历程启示人们：要选对市场，所投的国家，经济必须长期是向上的，否则再便宜也不能抄底。　　2.抄底也要看公司　　过去巴菲特抄底首要选择的对象，都是具有巨大价值的企业。要么是价格远低于价值的烟蒂股，要么是有巨大护城河、处在长坡厚雪(行业空间大+高盈利能力)赛道上具备未来价值的企业。　　3.投资是人性的博弈　　投资者心理就像钟摆，不停在乐观和悲观之间来回摆动。所谓的资产价格，很少在合理位置，停留过长时间。　　回看2018年底，大家在研究日本失去的20年，而且担忧重重。而后股市涨了几天，人们又开始讨论这一轮牛市能否突破6000点。　　参与者的心理，从贪婪到恐惧；从乐观到悲观；从风险忍受到风险规避；从信任到怀疑；从未来价值到现在价值；从急于购买到恐慌卖出。　　市场总是在贪婪和恐惧中来回波动，市场最多的群体既不是多头也不是空头，而是滑头。投资更像是长跑运动，能走多远，比拼的是定力。（文章来源：格隆汇）","news_type":1,"symbols_score_info":{"AAPL":1,"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933210405,"gmtCreate":1662294188007,"gmtModify":1676537032033,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933210405","repostId":"1141755217","repostType":4,"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933210309,"gmtCreate":1662294164901,"gmtModify":1676537032017,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933210309","repostId":"1184803528","repostType":4,"repost":{"id":"1184803528","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661821638,"share":"https://ttm.financial/m/news/1184803528?lang=en_US&edition=fundamental","pubTime":"2022-08-30 09:07","market":"us","language":"zh","title":"Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5","url":"https://stock-news.laohu8.com/highlight/detail?id=1184803528","media":"老虎资讯综合","summary":"9月5日（周一）为美国劳动节，美股将休市一天，9月6日（周二）起美股正常开市；港股、A股、澳股、新加坡股市照常交易；请留意股市休市时间，并提前安排好您的投资计划。背景简介：美国劳动节，每年9月第一个星","content":"<p><html><head></head><body>September 5 (Monday) is Labor Day in the United States, and the U.S. stock market will be closed for one day. The U.S. stock market will open normally from September 6 (Tuesday); Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets trade as usual; Please keep an eye on the stock market closing hours and schedule your investment plans in advance.</p><p><img src=\"https://static.tigerbbs.com/ecbbf4bba8a4576d7395f91bb622d21c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background brief:</b></p><p>Labor Day in the United States is the first Monday of September every year, with a holiday for one day. In 1882, Peter McGuire, president of the American Woodworkers Brotherhood, first proposed the establishment of a Labor Day. In the same year, the Knights of Labor of the United States adopted the same decision and held a celebration of * in new york. In 1884, the Knights of Labor further decided to hold celebrations such as * every Labor Day.</p><p><img src=\"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809\" tg-width=\"1920\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Due to Labor Day, U.S. stocks will be closed for one day on September 5\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-30 09:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>September 5 (Monday) is Labor Day in the United States, and the U.S. stock market will be closed for one day. The U.S. stock market will open normally from September 6 (Tuesday); Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets trade as usual; Please keep an eye on the stock market closing hours and schedule your investment plans in advance.</p><p><img src=\"https://static.tigerbbs.com/ecbbf4bba8a4576d7395f91bb622d21c\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p><b>Background brief:</b></p><p>Labor Day in the United States is the first Monday of September every year, with a holiday for one day. In 1882, Peter McGuire, president of the American Woodworkers Brotherhood, first proposed the establishment of a Labor Day. In the same year, the Knights of Labor of the United States adopted the same decision and held a celebration of * in new york. In 1884, the Knights of Labor further decided to hold celebrations such as * every Labor Day.</p><p><img src=\"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809\" tg-width=\"1920\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccb7710be83893b9a5e6c35efd9e1809","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184803528","content_text":"9月5日（周一）为美国劳动节，美股将休市一天，9月6日（周二）起美股正常开市；港股、A股、澳股、新加坡股市照常交易；请留意股市休市时间，并提前安排好您的投资计划。背景简介：美国劳动节，每年9月第一个星期一，放假1天。在1882年，美国木工兄弟会主席彼得.麦奎尔首先提出设立一个劳动节。同年，美国劳动骑士团也通过同样的决定，并在纽约举行了庆祝游行。1884年，劳动骑士团进一步决定，每年劳动节都要举行游行等庆祝活动。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933210968,"gmtCreate":1662294114355,"gmtModify":1676537032017,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933210968","repostId":"9939299176","repostType":1,"repost":{"id":9939299176,"gmtCreate":1662109204896,"gmtModify":1676536999782,"author":{"id":"9000000000000499","authorId":"9000000000000499","name":"zippy1","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000499","authorIdStr":"9000000000000499"},"themes":[],"title":"Here’s Why First Eagle Investments Continue to Like Alibaba (BABA)","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","text":"$Alibaba(BABA)$ First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","images":[{"img":"https://community-static.tradeup.com/news/23493ee86fdf0cf98bbe99c05bc43e1b","width":"705","height":"519"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939299176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151699308,"gmtCreate":1625076691604,"gmtModify":1703735675925,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563848605397531","authorIdStr":"3563848605397531"},"themes":[],"htmlText":"1.88?","listText":"1.88?","text":"1.88?","images":[{"img":"https://static.tigerbbs.com/8f46ebc76b3d79e5be855cb59cf2049e","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151699308","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9910525928,"gmtCreate":1663646769664,"gmtModify":1676537308292,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525928","repostId":"1163578486","repostType":4,"repost":{"id":"1163578486","kind":"news","weMediaInfo":{"introduction":"老虎社区精选助您了解全球市场趋势，把握投资机会","home_visible":1,"media_name":"老虎锐评","id":"1044785273","head_image":"https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04"},"pubTimestamp":1663639729,"share":"https://ttm.financial/m/news/1163578486?lang=en_US&edition=fundamental","pubTime":"2022-09-20 10:08","market":"us","language":"zh","title":"The market rises and falls before and after the FOMC interest rate decision, what is predictive?","url":"https://stock-news.laohu8.com/highlight/detail?id=1163578486","media":"老虎锐评","summary":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息","content":"<p><html><head></head><body>On Wednesday, the Federal Reserve will announce the much-anticipated interest rate decision. 75 basis points are basically ironclad. Today, we look at another question from the historical performance of the market. What is the predictability of the market rising and falling before and after the interest rate decision?</p><p>The picture below shows the S&P 500 index this year. The red circle is the FOMC interest rate decision dates of four rate hike: March 16, May 4, June 15 and July 27.</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>Discovery 1: The stock market rises every time the FOMC interest rate decision day, that is to say, buying at the close on Tuesday and selling at the close on Wednesday can get a very stable return</b>。 The reason for this phenomenon may be that before the FOMC interest rate decision, market participants were afraid that the Fed would buy option PUT in advance to avoid risks, but it had something to do with closing PUT positions quickly after the interest rate decision.</p><p><b>Finding 2: After the FOMC interest rate decision, that is, the market ups and downs on Thursday are more indicative of the medium-term stock market direction.</b>The stock market continued to rise on Thursday after the rate hike in March, and the market rally continued; The stock market fell sharply on Thursday after the rate hike in April, and the market decline continued; Stocks fell Thursday after the June rate hike, with stocks hovering at low levels; Stocks rose Thursday after the July rate hike, and the market rally continued.</p><p><b>Finding 3: On the day of FOMC interest rate decision, it will not be a partial low or high point.</b>What this sentence means is that the market will not take the FOMC interest rate decision as a turning point. If it is rising in the early stage, then the possibility of continuing to rise is high; if it is falling in the early stage, then the possibility of continuing to slump is high.</p><p>Personally, I think the practicality of the above three items is far more important than discussing how many basis points there are or what hobbies shrinking balance sheet or doves hawks or the major voting committee members of the Federal Reserve have.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The market rises and falls before and after the FOMC interest rate decision, what is predictive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe market rises and falls before and after the FOMC interest rate decision, what is predictive?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044785273\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-09-20 10:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, the Federal Reserve will announce the much-anticipated interest rate decision. 75 basis points are basically ironclad. Today, we look at another question from the historical performance of the market. What is the predictability of the market rising and falling before and after the interest rate decision?</p><p>The picture below shows the S&P 500 index this year. The red circle is the FOMC interest rate decision dates of four rate hike: March 16, May 4, June 15 and July 27.</p><p><img src=\"https://static.tigerbbs.com/8dff07264f8406dc65155712620cd462\" tg-width=\"975\" tg-height=\"425\" referrerpolicy=\"no-referrer\"/></p><p><b>Discovery 1: The stock market rises every time the FOMC interest rate decision day, that is to say, buying at the close on Tuesday and selling at the close on Wednesday can get a very stable return</b>。 The reason for this phenomenon may be that before the FOMC interest rate decision, market participants were afraid that the Fed would buy option PUT in advance to avoid risks, but it had something to do with closing PUT positions quickly after the interest rate decision.</p><p><b>Finding 2: After the FOMC interest rate decision, that is, the market ups and downs on Thursday are more indicative of the medium-term stock market direction.</b>The stock market continued to rise on Thursday after the rate hike in March, and the market rally continued; The stock market fell sharply on Thursday after the rate hike in April, and the market decline continued; Stocks fell Thursday after the June rate hike, with stocks hovering at low levels; Stocks rose Thursday after the July rate hike, and the market rally continued.</p><p><b>Finding 3: On the day of FOMC interest rate decision, it will not be a partial low or high point.</b>What this sentence means is that the market will not take the FOMC interest rate decision as a turning point. If it is rising in the early stage, then the possibility of continuing to rise is high; if it is falling in the early stage, then the possibility of continuing to slump is high.</p><p>Personally, I think the practicality of the above three items is far more important than discussing how many basis points there are or what hobbies shrinking balance sheet or doves hawks or the major voting committee members of the Federal Reserve have.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad08fba59cb88884ff49409dc4bf04d7","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163578486","content_text":"本周三美联储将公布万众期待的利率决定，75个基点基本上铁板钉钉，今天我们从市场的历史表现来看另外一个问题，利率决定前后市场上涨下跌，到底有什么预测性？下图是今年以来的标普500指数，红圈位置是4次加息的FOMC利率决定日：3月16日，5月4日，6月15日和7月27日。发现1：每次FOMC利率决议日股市都上涨，也就是说，周二收盘买入，周三收盘卖出，能得到非常稳定的回报。关于这个现象的原因，可能是因为在FOMC利率决议之前，市场参与者害怕美联储利率提前买入期权PUT避险，但是利率决议之后赶紧平仓PUT有关系。发现2：FOMC利率决议之后，也就是周四的市场涨跌，对中期的股市走向更有指示性。3月加息后的周四股市继续上涨，市场涨势延续；4月加息后的周四股市大跌，市场跌势延续；6月加息后的周四股市下跌，股市在低位徘徊；7月加息后的周四股市上涨，市场反弹继续。发现3：FOMC利率决议当天，不会是一个局部的低点或者是高点。这句话的意思是，市场不会以FOMC利率决议作为一个转折。如果前期在上涨，那么继续上涨的可能性高，如果前期在下跌，那么继续低迷的可能性高。我个人觉得以上三条的实用性，远远超过去讨论多少基点或者缩表或者鸽派鹰派或者美联储各大投票委员都有什么爱好更重要。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867564,"gmtCreate":1663396935259,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867564","repostId":"2268858623","repostType":2,"repost":{"id":"2268858623","kind":"news","pubTimestamp":1663392540,"share":"https://ttm.financial/m/news/2268858623?lang=en_US&edition=fundamental","pubTime":"2022-09-17 13:29","market":"us","language":"zh","title":"A big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2268858623","media":"格隆汇","summary":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。就在9月13日，卖空分析公司S3Partners的研究报告显示，苹果取代特斯拉成为美股头号做...","content":"<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>All along, short<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>It's Wall Street<span>fund</span>A shared obsession of managers. Since April 2020,<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>It has been at the top of the U.S. stock short selling list for 864 consecutive days.</p><p>　　<strong>Just on September 13, short-selling analysis firm S3 Partners'</strong><strong><span>Research Report</span></strong><strong>Display,<span><a href=\"https://laohu8.com/S/AAPL\">Apple</a></span><span></span>replace<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>Become the number one short-selling target of US stocks.</strong>On that day,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>Open short positions were $18.4 billion, while<span>Tesla</span><span></span>The short position was $17.4 billion.</p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D24986018891982842828_w1080h919.jpg\" width=\"580\"/></center>In this regard, the managing director of professional data provider S3 Partners said that in view of<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>And<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">Tesla</span>Together, they account for about 9.3% of the total market capitalization of the S&P 500 index.<strong>Air Force's focus on these two stocks can be attributed to the market's pessimism towards the broader market, rather than the belief that the fundamentals of these two companies are weak.</strong></p><p>　　<strong>1</strong></p><p>　　<strong>Buffett has made frequent moves this year</strong></p><p>Apple has always been<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The \"ballast stone\" in the portfolio, Buffett will not have any changes in his position in Apple in 2021.</p><p>　　<strong>In the first quarter of this year, Berkshire increased its position by 3.789 million Apple shares, and in the second quarter, it increased its position by 3.8789 million shares. The latest number of shares held was 895 million shares, which is Berkshire's largest holding, with an allocation ratio of over 40%.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25140029349045275330_w892h634.jpg\" width=\"580\"/></center>In 2022 Berkshire<span>shareholder</span>In the letter, Buffett said of Apple: \"Most of the money Apple keeps is used to<span>Repurchase</span>Own shares, which we appreciate. Apple's outstanding CEO Tim Cook treats Apple's users like his first love! Obviously, his fans can benefit greatly from his management style. \"</p><p>In this year<span>General Meeting of Shareholders</span>When Buffett talked about Apple again, he said that our interest in Apple is also due to the continuous growth of buybacks, and their annual revenue can even reach 100 billion. As long as we have 0.01% growth in our Dividend, it will bring great benefits.</p><p>　　<strong>In the plunge of U.S. stocks, Buffett, who was holding heavy cash, made frequent moves and quickly bought, buy, buy, buy.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25760792665739459264_w1080h1782.jpg\" width=\"252\"/></center>In the first quarter, Berkshire bought $51.1 billion in shares and sold $9.7 billion in shares. Betting<span><a href=\"https://laohu8.com/S/CVX\">Chevron</a></span><span></span>、<span><a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a></span><span></span>、<span>Insurance</span><span></span>Company Alleghany, etc., Berkshire's cash reserves plummeted from as high as US $144 billion at the end of last year to US $106.3 billion in the first quarter.</p><p>In the second quarter, it continued to buy US $6.2 billion in stocks and sell US $2.3 billion in stocks. Stock gods have increased positions many times this year<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>, the latest data shows that Berkshire Hathaway<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>The company's shareholding increased to 26.8%.</p><p>　　<strong>At this year's offline shareholders' meeting, Buffett was asked \"how to seize the investment opportunity\"?</strong>Buffett replied that we don't buy or sell because of the market or economic situation, because we don't know the actual situation. Sometimes people will say, look at how good the investment you made before. You see, in 2008, when the stock market crashed, we were still optimistic.</p><p>Buffett said that we are not very good at accurately grasping the timing of investment. We just buy when we think the investment object is cheap. This is actually a truth that can be understood in the fourth grade of primary school.</p><p>　　<strong>2</strong></p><p>　　<strong>How did Buffett buy the bottom?</strong></p><p>In the fall of 2008, global markets were in a state of collapse, sitting on $600 billion in assets<span>Banks</span><span></span>Lehman Brothers filed for bankruptcy on September 15. Two weeks later, on September 29, U.S. stocks evaporated $1.2 trillion in market value. The Dow Jones plunged 7%, the US unemployment rate hit 10%, and panic pervaded Wall Street.</p><p>　　<strong>In panic, Buffett made a move.</strong>In October 2008, Buffett<span><a href=\"https://laohu8.com/S/NYT\">The New York Times</a></span><span></span>\"Published an article\" BuyAmerican.Iam. \"He believes that in the short term, the unemployment rate will continue to rise and business activity will continue to decline, but at this time he decided to buy U.S. stocks aggressively.</p><p>At that time, everyone thought that the old man was crazy. Did he want to \"fool\" people into taking over?<strong>When the economy is in a bad mess, why do the stock gods take action?</strong>Buffett wrote in the article:</p><p>I follow a simple rule when buying stocks: everyone is greedy, and I am afraid; People are afraid, I am greedy. Obviously, the current market is full of panic, and even experienced investors feel the invasion of fear.</p><p>On the one hand, some companies in the United States are at a competitive disadvantage and burdened with high leverage. It is understandable that investors should be wary of such companies; On the other hand, there are many companies in the United States that are doing well and have bright long-term prospects, and it is unreasonable for investors to panic about these companies.</p><p>In the short term, it is completely normal for good companies to temporarily fall into difficulties and experience a temporary decline in profits. Looking at five, 10, or 20 years from now, most big American companies will set new profit records.</p><p>One thing, I (Buffett) must make it clear: \"I cannot predict the short-term fluctuations of the stock market. In a month or a year, will the stock market rise or fall? I have no idea at all. I only know that the stock market must have risen, or even surged, before the mood turns bullish or the economy improves.<strong>If you wait for the robins to arrive, you will miss the entire spring.</strong>”</p><p>Regarding bargain hunting, Buffett later gave the reason: According to the century-old history of the United States, no matter the collapse of 1929, the two world wars, the Iranian oil crisis, the stock market crash of 1987, or the \"911\" incident in 2001, they can recover from the crisis every time. recover; Although the crisis will bring some pain in the short term, the long-term value of good American companies will continue to increase.</p><p>　　<strong>3</strong></p><p>　　<strong>Warren Buffett's bottom-hunting apocalypse</strong></p><p>　　<strong>1. Investment is gambling on national fortune</strong></p><p>Assuming that the stock market of a backward country is plummeting now, it is obviously difficult to succeed in buying the bottom according to Buffett's method, and it may even fall into the abyss.</p><p>Buffett once admitted that he succeeded because he won the ovarian lottery and was born in the United States.</p><p>Looking through the magazine articles in the United States, there were many theories about the collapse of the United States in the 1970s. In the 1970s, I was worried about inflation, in the 1980s, I was worried about being overtaken by Japan, and later I was worried about bad debts.</p><p>Returning to the essence, only by stretching out the time can we see many things clearly. Buffett's bargain-hunting process enlightens people: To choose the right market, the country you invest in, and the economy must be upward for a long time, otherwise no matter how cheap it is, you can't bargain-hunting.</p><p>　　<strong>2. Bargain hunting also depends on the company</strong></p><p>In the past, Buffett's first choice for bargain hunting was companies with great value. Either it is a cigarette butt stock whose price is far lower than the value, or it is a company with a huge moat and future value on the track of long slopes and thick snow (large industry space + high profitability).</p><p>　　<strong>3. Investment is a game of human nature</strong></p><p>Investor psychology is like a pendulum, constantly swinging back and forth between optimism and pessimism. The so-called asset price rarely stays in a reasonable position for too long.</p><p>Looking back at the end of 2018, everyone is studying Japan's lost 20 years, and there are many worries. Then the stock market rose for a few days, and people began to discuss whether this bull market could break through 6,000 points.</p><p>The psychology of participants, from greed to fear; From optimism to pessimism; From risk tolerance to risk aversion; From trust to doubt; From future value to present value; From rush to buy to panic sell<strong>。</strong></p><p>　　<strong>The market is always fluctuating back and forth in greed and fear, and the group with the largest market is neither bulls nor bears, but slicks. Investment is more like long-distance running. How far you can go, the competition is determination.</strong></p><p>(Source of article: Gelonghui)</p><p></div></body></html></p>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big drama? Apple becomes the number one short target! How to buy bottoms during Buffett's stock market crash\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-09-17 13:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p>All along, short<span><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></span><span></span>It's Wall Street<span>fund</span>A shared obsession of managers. Since April 2020,<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>It has been at the top of the U.S. stock short selling list for 864 consecutive days.</p><p>　　<strong>Just on September 13, short-selling analysis firm S3 Partners'</strong><strong><span>Research Report</span></strong><strong>Display,<span><a href=\"https://laohu8.com/S/AAPL\">Apple</a></span><span></span>replace<span href=\"http://quote.eastmoney.com/unify/r/105.TSLA\" target=\"_blank\" web=\"1\">Tesla</span>Become the number one short-selling target of US stocks.</strong>On that day,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>Open short positions were $18.4 billion, while<span>Tesla</span><span></span>The short position was $17.4 billion.</p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D24986018891982842828_w1080h919.jpg\" width=\"580\"/></center>In this regard, the managing director of professional data provider S3 Partners said that in view of<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">Apple</span>And<span href=\"http://quote.eastmoney.com/unify/r/90.BK0644\" target=\"_blank\" web=\"1\">Tesla</span>Together, they account for about 9.3% of the total market capitalization of the S&P 500 index.<strong>Air Force's focus on these two stocks can be attributed to the market's pessimism towards the broader market, rather than the belief that the fundamentals of these two companies are weak.</strong></p><p>　　<strong>1</strong></p><p>　　<strong>Buffett has made frequent moves this year</strong></p><p>Apple has always been<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>The \"ballast stone\" in the portfolio, Buffett will not have any changes in his position in Apple in 2021.</p><p>　　<strong>In the first quarter of this year, Berkshire increased its position by 3.789 million Apple shares, and in the second quarter, it increased its position by 3.8789 million shares. The latest number of shares held was 895 million shares, which is Berkshire's largest holding, with an allocation ratio of over 40%.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25140029349045275330_w892h634.jpg\" width=\"580\"/></center>In 2022 Berkshire<span>shareholder</span>In the letter, Buffett said of Apple: \"Most of the money Apple keeps is used to<span>Repurchase</span>Own shares, which we appreciate. Apple's outstanding CEO Tim Cook treats Apple's users like his first love! Obviously, his fans can benefit greatly from his management style. \"</p><p>In this year<span>General Meeting of Shareholders</span>When Buffett talked about Apple again, he said that our interest in Apple is also due to the continuous growth of buybacks, and their annual revenue can even reach 100 billion. As long as we have 0.01% growth in our Dividend, it will bring great benefits.</p><p>　　<strong>In the plunge of U.S. stocks, Buffett, who was holding heavy cash, made frequent moves and quickly bought, buy, buy, buy.</strong></p><p><center><img src=\"https://dfscdn.dfcfw.com/download/D25760792665739459264_w1080h1782.jpg\" width=\"252\"/></center>In the first quarter, Berkshire bought $51.1 billion in shares and sold $9.7 billion in shares. Betting<span><a href=\"https://laohu8.com/S/CVX\">Chevron</a></span><span></span>、<span><a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a></span><span></span>、<span>Insurance</span><span></span>Company Alleghany, etc., Berkshire's cash reserves plummeted from as high as US $144 billion at the end of last year to US $106.3 billion in the first quarter.</p><p>In the second quarter, it continued to buy US $6.2 billion in stocks and sell US $2.3 billion in stocks. Stock gods have increased positions many times this year<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>, the latest data shows that Berkshire Hathaway<span href=\"http://quote.eastmoney.com/unify/r/106.OXY\" target=\"_blank\" web=\"1\">Western Petroleum</span>The company's shareholding increased to 26.8%.</p><p>　　<strong>At this year's offline shareholders' meeting, Buffett was asked \"how to seize the investment opportunity\"?</strong>Buffett replied that we don't buy or sell because of the market or economic situation, because we don't know the actual situation. Sometimes people will say, look at how good the investment you made before. You see, in 2008, when the stock market crashed, we were still optimistic.</p><p>Buffett said that we are not very good at accurately grasping the timing of investment. We just buy when we think the investment object is cheap. This is actually a truth that can be understood in the fourth grade of primary school.</p><p>　　<strong>2</strong></p><p>　　<strong>How did Buffett buy the bottom?</strong></p><p>In the fall of 2008, global markets were in a state of collapse, sitting on $600 billion in assets<span>Banks</span><span></span>Lehman Brothers filed for bankruptcy on September 15. Two weeks later, on September 29, U.S. stocks evaporated $1.2 trillion in market value. The Dow Jones plunged 7%, the US unemployment rate hit 10%, and panic pervaded Wall Street.</p><p>　　<strong>In panic, Buffett made a move.</strong>In October 2008, Buffett<span><a href=\"https://laohu8.com/S/NYT\">The New York Times</a></span><span></span>\"Published an article\" BuyAmerican.Iam. \"He believes that in the short term, the unemployment rate will continue to rise and business activity will continue to decline, but at this time he decided to buy U.S. stocks aggressively.</p><p>At that time, everyone thought that the old man was crazy. Did he want to \"fool\" people into taking over?<strong>When the economy is in a bad mess, why do the stock gods take action?</strong>Buffett wrote in the article:</p><p>I follow a simple rule when buying stocks: everyone is greedy, and I am afraid; People are afraid, I am greedy. Obviously, the current market is full of panic, and even experienced investors feel the invasion of fear.</p><p>On the one hand, some companies in the United States are at a competitive disadvantage and burdened with high leverage. It is understandable that investors should be wary of such companies; On the other hand, there are many companies in the United States that are doing well and have bright long-term prospects, and it is unreasonable for investors to panic about these companies.</p><p>In the short term, it is completely normal for good companies to temporarily fall into difficulties and experience a temporary decline in profits. Looking at five, 10, or 20 years from now, most big American companies will set new profit records.</p><p>One thing, I (Buffett) must make it clear: \"I cannot predict the short-term fluctuations of the stock market. In a month or a year, will the stock market rise or fall? I have no idea at all. I only know that the stock market must have risen, or even surged, before the mood turns bullish or the economy improves.<strong>If you wait for the robins to arrive, you will miss the entire spring.</strong>”</p><p>Regarding bargain hunting, Buffett later gave the reason: According to the century-old history of the United States, no matter the collapse of 1929, the two world wars, the Iranian oil crisis, the stock market crash of 1987, or the \"911\" incident in 2001, they can recover from the crisis every time. recover; Although the crisis will bring some pain in the short term, the long-term value of good American companies will continue to increase.</p><p>　　<strong>3</strong></p><p>　　<strong>Warren Buffett's bottom-hunting apocalypse</strong></p><p>　　<strong>1. Investment is gambling on national fortune</strong></p><p>Assuming that the stock market of a backward country is plummeting now, it is obviously difficult to succeed in buying the bottom according to Buffett's method, and it may even fall into the abyss.</p><p>Buffett once admitted that he succeeded because he won the ovarian lottery and was born in the United States.</p><p>Looking through the magazine articles in the United States, there were many theories about the collapse of the United States in the 1970s. In the 1970s, I was worried about inflation, in the 1980s, I was worried about being overtaken by Japan, and later I was worried about bad debts.</p><p>Returning to the essence, only by stretching out the time can we see many things clearly. Buffett's bargain-hunting process enlightens people: To choose the right market, the country you invest in, and the economy must be upward for a long time, otherwise no matter how cheap it is, you can't bargain-hunting.</p><p>　　<strong>2. Bargain hunting also depends on the company</strong></p><p>In the past, Buffett's first choice for bargain hunting was companies with great value. Either it is a cigarette butt stock whose price is far lower than the value, or it is a company with a huge moat and future value on the track of long slopes and thick snow (large industry space + high profitability).</p><p>　　<strong>3. Investment is a game of human nature</strong></p><p>Investor psychology is like a pendulum, constantly swinging back and forth between optimism and pessimism. The so-called asset price rarely stays in a reasonable position for too long.</p><p>Looking back at the end of 2018, everyone is studying Japan's lost 20 years, and there are many worries. Then the stock market rose for a few days, and people began to discuss whether this bull market could break through 6,000 points.</p><p>The psychology of participants, from greed to fear; From optimism to pessimism; From risk tolerance to risk aversion; From trust to doubt; From future value to present value; From rush to buy to panic sell<strong>。</strong></p><p>　　<strong>The market is always fluctuating back and forth in greed and fear, and the group with the largest market is neither bulls nor bears, but slicks. Investment is more like long-distance running. How far you can go, the competition is determination.</strong></p><p>(Source of article: Gelonghui)</p><p></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.eastmoney.com/a/202209172511441184.html\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BK4515":"5G概念","BK4559":"巴菲特持仓","AAPL":"苹果","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4501":"段永平概念","BK4512":"苹果概念","BK4527":"明星科技股","BRK.B":"伯克希尔B","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4176":"多领域控股","BK4505":"高瓴资本持仓"},"source_url":"http://stock.eastmoney.com/a/202209172511441184.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268858623","content_text":"一直以来，做空特斯拉是华尔街基金经理们的共同执念。自2020年4月，特斯拉已连续864天稳居美股做空榜榜首。　　就在9月13日，卖空分析公司S3 Partners的研究报告显示，苹果取代特斯拉成为美股头号做空目标。当天，苹果未平仓空头头寸为184亿美元，而特斯拉空头头寸为174亿美元。　　对此，专业数据提供商S3 Partners董事总经理表示，鉴于苹果和特斯拉合计占标普500指数总市值的9.3%左右。空军主攻这两档股票，可归因于市场对大盘的悲观情绪，而不是认为这两家公司的基本面疲软。　　1　　巴菲特今年频繁出手　　苹果一直是伯克希尔组合中的“压舱石”，2021年巴菲特对苹果没有任何持仓变动。　　今年一季度伯克希尔加仓378.9万股苹果，二季度再加仓387.89万股，最新持股数8.95亿股，是伯克希尔第一重仓股，配置比例超40%。　　在2022年伯克希尔致股东信中，巴菲特这样评价苹果：“苹果保留的大部分资金用于回购自身股份，我们对此表示赞赏。苹果杰出的首席执行官蒂姆·库克把苹果的用户当成了自己的初恋对待！显然，他的拥趸们能从他的管理风格中受益匪浅。”　　在今年股东大会上，巴菲特再次谈到苹果时说到，我们对苹果的兴趣，也是因为回购在持续地增长，他们每年的收益甚至能达到1000亿。只要我们的股息有0.01%的增长，它都会带来很大的收益。　　在美股暴跌中，手握重磅现金的巴菲特频繁出手，快速买买买。　　一季度，伯克希尔买入511亿美元股票，卖出97亿美元股票。押注雪佛龙、西方石油、保险公司Alleghany等，伯克希尔现金储备从去年年末高达1440亿美元狂降至一季度的1063亿美元。　　二季度继续买入62亿美元的股票，卖出23亿美元的股票。股神今年多次加仓西方石油，最新数据显示伯克希尔哈撒韦对西方石油公司的持股比例增加到26.8%。　　今年线下股东会，巴菲特被问及“如何抓住投资时机”？巴菲特回答称，我们并不会因为市场或经济的情况而去买卖，因为我们对实际的情况也不清楚。有些时候人们会说，你看你们之前做的投资多好。你看我们在2008年，股市大跌的时候，我们仍然保持乐观。　　巴菲特说，我们并不是非常善于精确掌握投资时机，我们只是在觉得投资对象价格便宜的时候买入，这其实是小学四年级就能明白的道理。　　2　　巴菲特是如何抄底的？　　2008年秋季全球市场处于崩溃的状态，坐拥6000亿美元资产的投资银行雷曼兄弟在9月15日申请破产。两周后，9月29日美股蒸发1.2万亿美元市值。道琼斯指数暴跌7%，美国失业率达10%，华尔街恐慌情绪弥漫。　　恐慌中，巴菲特出手了。2008年10月巴菲特在《纽约时报》上发表文章《买入美国正当时》(BuyAmerican.Iam.)，他认为从短期来看，失业率将继续上升，商业活动将继续衰退，但此时他却决定大举买入美国股票。　　当时，大家都认为这老头疯了，是不是要“忽悠”人去接盘。在经济一团糟糕之时，股神为什么会出手呢？巴菲特在文章中写道：　　我买股票遵循一个简单的规律：众人贪婪，我恐惧；众人恐惧，我贪婪。显而易见，当前市场中充斥着恐慌情绪，就连经验丰富的投资者都感到了恐惧的侵袭。　　一方面，美国有些公司处于竞争劣势、背负着高杠杆，投资者对此类公司保持警惕无可厚非；另一方面，美国有很多公司经营状况良好、长期前景光明，投资者对这些公司感到恐慌毫无道理。　　从短期来看，好公司暂时陷入困难、盈利出现一时的下降完全是正常情况。把眼光拉长到5年、10年、20年以后，大多数美国大公司都将创造新的盈利纪录。　　有一点，我(巴菲特)一定要讲清楚：“我无法预测股市的短期波动，一个月以后，一年以后，股市是能涨呢，还是能跌呢？我根本不知道。我只知道在情绪翻多或经济好转之前，股市一定早已上涨，甚至是大涨了。如果你等待知更鸟的到来，你将错过整个春天。”　　关于抄底，巴菲特后来给出的理由是：根据美国百年历史，无论1929年大崩溃、两次世界大战、伊朗石油危机、1987年股灾、2001年的“911”事件，每次都能从危机中恢复过来；尽管危机在短期内会带来一定的痛苦，但是美国的好公司，长期价值将不断增加。　　3　　股神巴菲特抄底启示录　　1.投资就是赌国运　　假设现在暴跌的是落后的国家股市，按照巴菲特的方法去抄底，显然很难获得成功，甚至会跌入万丈深渊。　　巴菲特也曾经坦言，他之所以成功，是因为中了卵巢彩票，生在了美国。　　翻看美国当年的杂志文章，上世纪70年代美国崩溃论也不少。70年代担心通货膨胀，80年代担心被日本赶超，后来又担心坏账。　　回归本质，只有拉长时间，才能把很多事情看清楚。巴菲特抄底历程启示人们：要选对市场，所投的国家，经济必须长期是向上的，否则再便宜也不能抄底。　　2.抄底也要看公司　　过去巴菲特抄底首要选择的对象，都是具有巨大价值的企业。要么是价格远低于价值的烟蒂股，要么是有巨大护城河、处在长坡厚雪(行业空间大+高盈利能力)赛道上具备未来价值的企业。　　3.投资是人性的博弈　　投资者心理就像钟摆，不停在乐观和悲观之间来回摆动。所谓的资产价格，很少在合理位置，停留过长时间。　　回看2018年底，大家在研究日本失去的20年，而且担忧重重。而后股市涨了几天，人们又开始讨论这一轮牛市能否突破6000点。　　参与者的心理，从贪婪到恐惧；从乐观到悲观；从风险忍受到风险规避；从信任到怀疑；从未来价值到现在价值；从急于购买到恐慌卖出。　　市场总是在贪婪和恐惧中来回波动，市场最多的群体既不是多头也不是空头，而是滑头。投资更像是长跑运动，能走多远，比拼的是定力。（文章来源：格隆汇）","news_type":1,"symbols_score_info":{"AAPL":1,"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151699308,"gmtCreate":1625076691604,"gmtModify":1703735675925,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"1.88?","listText":"1.88?","text":"1.88?","images":[{"img":"https://static.tigerbbs.com/8f46ebc76b3d79e5be855cb59cf2049e","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151699308","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912768328,"gmtCreate":1664908425764,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768328","repostId":"1124745006","repostType":4,"repost":{"id":"1124745006","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664885391,"share":"https://ttm.financial/m/news/1124745006?lang=en_US&edition=fundamental","pubTime":"2022-10-04 20:09","market":"us","language":"zh","title":"Pre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1124745006","media":"老虎资讯综合","summary":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超","content":"<p><html><head></head><body><b>Abstract: U.S. stock index futures rose, and major European stock indexes collectively rose sharply; FingerMotion rose more than 33% before the market, and the stock closed up 92.88% on the previous trading day;<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Ali,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Popular Chinese concept stocks generally rose; Considering a $7 billion sale of Canadian operations,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Up more than 4%.</b>On October 4, U.S. stock index futures rose, with Dow futures up 1.31%, S&P 500 up 1.63%, and Nasdaq futures up 2.03%.<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>Pre-market news</b></p><p>The European Parliament approves new regulations on USB type-C universal charging ports for electronic devices, which may force<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Change the charging port of its iPhone and other devices.</p><p>Naver, South Korea's largest search engine and portal, acquired Poshmark, the largest second-hand trading e-commerce platform in the United States, with an enterprise value of US $1.2 billion.</p><p>Market news,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Pledged up to $100 billion in funding for New York semiconductor plants.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>No Federal Aviation Administration (FAA) approval for the 737 MAX 10 is expected until summer 2023.</p><p>\"Sister Wood\" 's Ark Fund buys the bottom on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>130,000 shares, the fund's first increase in holdings since mid-June.</p><p>In the five months since April,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>iPhone Indian exports double to $1 billion.</p><p>Sources said<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>Is considering a multi-billion-pound sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Announced the cessation of all operations in Russia.</p><p>The European Commission approved the conversion of the conditional marketing authorisation to a standard marketing authorisation for Moderna COVID-19 vaccine Spikevax.</p><p>Lidar company Velodyne acquired AI software company Bluecity, and Bluecity's execution, software development and sales teams will join Velodyne.</p><p>Hilton will equip Peloton Interactive spinning bikes at 5,400 hotels across the United States.</p><p><b>Premarket Quotes</b></p><p><b>Another demon stock is coming!</b>FingerMotion rose more than 33% before the market. The stock closed up 92.88% on the previous trading day at $6.5. According to public information, FingerMotion, Inc. is committed to providing mobile payment and recharge services in the Chinese market. It is mainly directed to the<a href=\"https://laohu8.com/S/600050\">China Unicom</a>And<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Of customers provide these services to earn revenue. The company was founded on January 23, 2014 and is headquartered in New York, New York.<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>Chinese concept stocks generally rose before the market, and Wuxin Technology rose more than 4%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Holdings rose more than 4% before the market,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Considering $7 billion sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/VOD\">Vodafone</a>It rose more than 2% before the market, after previously saying that it was negotiating with Changhe<a href=\"https://laohu8.com/S/VOD\">Vodafone</a>United Kingdom and<a href=\"https://laohu8.com/S/BT\">British Telecom</a>The potential merger of the company Three UK is discussed.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>U.S. stocks rose more than 4% before the market opened, and the post that triggered speculation that it might be on the verge of bankruptcy was previously deleted by the author.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 3% before the market, and fell more than 8% the day before. \"Sister Wood\" bought 130,000 shares at the bottom. This is Wood's second purchase in 2022<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares, after she had been reducing her holdings in the previous year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares. The latest acquisition is further proof that Wood has started a bargain hunting craze again.</p><p>Rivian rose more than 9% before the market. In the third quarter of 2022, it delivered 6,584 vehicles and produced 7,363 vehicles, and said it maintained its full-year production target.</p><p>Poshmark rose more than 13% before the market, after news reported that Naver, South Korea's largest search engine and portal, acquired the company for an enterprise value of US $1.2 billion.</p><p>Sculptor rose more than 7% before the market. American billionaire investor Dan Och wrote to the board of directors of Sculptor Capital Management, saying that hedge funds are interested in mergers and acquisitions of the company.</p><p><b>European Market</b></p><p>Major European stock indexes collectively rose sharply. As of press time, Germany's DAX30 index rose 2.92%, and France's CAC40 rose 3.56%.<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $90.23/barrel, an intraday increase of 1.54%; Brent oil is now trading at $84.72 per barrel, an intraday increase of 1.28%.</p><p>There are reports that OPEC + 's meeting this week may decide to cut production by more than 1 million barrels per day in the future, which will continue to support oil prices.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said the news supported its bullish view. The morale of bulls continues to be encouraged. Coupled with the geopolitical tension between Russia and Ukraine, the US dollar has fallen, and U.S. stocks have rebounded sharply. There is room for further rebound in oil prices in the short term.</p><p><b>Gold</b></p><p>Spot gold rose 0.63% during the day to $1,712.65 an ounce.</p><p>U.S. manufacturing PMI data performed poorly overnight, and the dollar and U.S. bond yields fell back to more than a week's low, providing upward momentum for gold prices. Moreover, the geopolitical situation between Russia and Ukraine is still tense. The market is not optimistic about the non-agricultural data to be released this week, and there is still a chance for gold prices to rise further.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market | Soaring 33%, demon stocks are \"crazy\" again! Star Chinese concept stocks collectively rose\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 20:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: U.S. stock index futures rose, and major European stock indexes collectively rose sharply; FingerMotion rose more than 33% before the market, and the stock closed up 92.88% on the previous trading day;<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Ali,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Popular Chinese concept stocks generally rose; Considering a $7 billion sale of Canadian operations,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Up more than 4%.</b>On October 4, U.S. stock index futures rose, with Dow futures up 1.31%, S&P 500 up 1.63%, and Nasdaq futures up 2.03%.<img src=\"https://static.tigerbbs.com/491a3c0c1f72149467b35aede4bfccf3\" tg-width=\"437\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>Pre-market news</b></p><p>The European Parliament approves new regulations on USB type-C universal charging ports for electronic devices, which may force<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Change the charging port of its iPhone and other devices.</p><p>Naver, South Korea's largest search engine and portal, acquired Poshmark, the largest second-hand trading e-commerce platform in the United States, with an enterprise value of US $1.2 billion.</p><p>Market news,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Pledged up to $100 billion in funding for New York semiconductor plants.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>No Federal Aviation Administration (FAA) approval for the 737 MAX 10 is expected until summer 2023.</p><p>\"Sister Wood\" 's Ark Fund buys the bottom on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>130,000 shares, the fund's first increase in holdings since mid-June.</p><p>In the five months since April,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>iPhone Indian exports double to $1 billion.</p><p>Sources said<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>Is considering a multi-billion-pound sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Announced the cessation of all operations in Russia.</p><p>The European Commission approved the conversion of the conditional marketing authorisation to a standard marketing authorisation for Moderna COVID-19 vaccine Spikevax.</p><p>Lidar company Velodyne acquired AI software company Bluecity, and Bluecity's execution, software development and sales teams will join Velodyne.</p><p>Hilton will equip Peloton Interactive spinning bikes at 5,400 hotels across the United States.</p><p><b>Premarket Quotes</b></p><p><b>Another demon stock is coming!</b>FingerMotion rose more than 33% before the market. The stock closed up 92.88% on the previous trading day at $6.5. According to public information, FingerMotion, Inc. is committed to providing mobile payment and recharge services in the Chinese market. It is mainly directed to the<a href=\"https://laohu8.com/S/600050\">China Unicom</a>And<a href=\"https://laohu8.com/S/CHL\">China Mobile</a>Of customers provide these services to earn revenue. The company was founded on January 23, 2014 and is headquartered in New York, New York.<img src=\"https://static.tigerbbs.com/74b88fba7924e057cda6514787cce2b2\" tg-width=\"532\" tg-height=\"460\" referrerpolicy=\"no-referrer\"/>Chinese concept stocks generally rose before the market, and Wuxin Technology rose more than 4%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 2%.</p><p><a href=\"https://laohu8.com/S/HSBC\">HSBC</a>Holdings rose more than 4% before the market,<a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>Considering $7 billion sale of Canadian operations.</p><p><a href=\"https://laohu8.com/S/VOD\">Vodafone</a>It rose more than 2% before the market, after previously saying that it was negotiating with Changhe<a href=\"https://laohu8.com/S/VOD\">Vodafone</a>United Kingdom and<a href=\"https://laohu8.com/S/BT\">British Telecom</a>The potential merger of the company Three UK is discussed.</p><p><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>U.S. stocks rose more than 4% before the market opened, and the post that triggered speculation that it might be on the verge of bankruptcy was previously deleted by the author.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose more than 3% before the market, and fell more than 8% the day before. \"Sister Wood\" bought 130,000 shares at the bottom. This is Wood's second purchase in 2022<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares, after she had been reducing her holdings in the previous year<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Shares. The latest acquisition is further proof that Wood has started a bargain hunting craze again.</p><p>Rivian rose more than 9% before the market. In the third quarter of 2022, it delivered 6,584 vehicles and produced 7,363 vehicles, and said it maintained its full-year production target.</p><p>Poshmark rose more than 13% before the market, after news reported that Naver, South Korea's largest search engine and portal, acquired the company for an enterprise value of US $1.2 billion.</p><p>Sculptor rose more than 7% before the market. American billionaire investor Dan Och wrote to the board of directors of Sculptor Capital Management, saying that hedge funds are interested in mergers and acquisitions of the company.</p><p><b>European Market</b></p><p>Major European stock indexes collectively rose sharply. As of press time, Germany's DAX30 index rose 2.92%, and France's CAC40 rose 3.56%.<img src=\"https://static.tigerbbs.com/b2bcd25522cbf260ba790d51cdf27842\" tg-width=\"827\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $90.23/barrel, an intraday increase of 1.54%; Brent oil is now trading at $84.72 per barrel, an intraday increase of 1.28%.</p><p>There are reports that OPEC + 's meeting this week may decide to cut production by more than 1 million barrels per day in the future, which will continue to support oil prices.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Said the news supported its bullish view. The morale of bulls continues to be encouraged. Coupled with the geopolitical tension between Russia and Ukraine, the US dollar has fallen, and U.S. stocks have rebounded sharply. There is room for further rebound in oil prices in the short term.</p><p><b>Gold</b></p><p>Spot gold rose 0.63% during the day to $1,712.65 an ounce.</p><p>U.S. manufacturing PMI data performed poorly overnight, and the dollar and U.S. bond yields fell back to more than a week's low, providing upward momentum for gold prices. Moreover, the geopolitical situation between Russia and Ukraine is still tense. The market is not optimistic about the non-agricultural data to be released this week, and there is still a chance for gold prices to rise further.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"HSBC":"汇丰","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数",".SPX":"S&P 500 Index","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯","POSH":"Poshmark, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124745006","content_text":"摘要：美股股指期货上涨，欧洲主要股指集体大涨；FingerMotion盘前涨超33%，该股上一交易日收涨92.88%；哔哩哔哩、阿里、京东等热门中概股普涨；考虑以70亿美元出售加拿大业务，汇丰控股涨超4%。10月4日，美股股指期货上涨，道指期货涨1.31%，标普500指数涨1.63%，纳指期货涨2.03%。盘前要闻欧盟议会批准电子设备USB type-C通用充电端口新规，或将迫使苹果改变其iPhone和其他设备的充电端口。韩国最大搜索引擎和门户网站Naver以12亿美元的企业价值收购美国最大二手交易电商平台Poshmark。市场消息，美光科技承诺为纽约半导体工厂提供高达1000亿美元的资金。波音预计在2023年夏季之前不会获得美国联邦航空管理局（FAA）对737 MAX 10的批准。“木头姐”旗下方舟基金周一抄底特斯拉13万股，为该基金6月中旬以来首次增持。自4月以来的五个月里，苹果iPhone印度出口量翻倍至10亿美元。消息称汇丰控股正考虑以数十亿英镑的价格出售加拿大业务。英伟达宣布停止在俄罗斯的所有业务。欧盟委员会批准将Moderna新冠疫苗Spikevax的有条件上市许可转换为标准上市许可。激光雷达公司Velodyne收购AI软件公司Bluecity，Bluecity执行、软件开发和销售团队将加入Velodyne。希尔顿将在全美5400家酒店配备Peloton Interactive动感单车。盘前行情又一只妖股来袭！FingerMotion盘前涨超33%。该股上一交易日收涨92.88%，报6.5美元。公开消息显示，FingerMotion，Inc.致力于在中国市场提供移动支付和充值服务。它主要通过向中国联通和中国移动的客户提供这些服务来赚取收入。该公司于2014年1月23日创立，总部位于纽约州纽约。中概股盘前普涨，雾芯科技涨超4%， 拼多多、小鹏汽车涨超3%，哔哩哔哩、爱奇艺、阿里巴巴、网易、京东、百度、贝壳、理想汽车涨超2%。汇丰控股盘前涨超4%，汇丰控股考虑以70亿美元出售加拿大业务。沃达丰盘前涨超2%，此前表示正与长和就沃达丰英国和英国电信公司Three UK潜在合并事宜进行讨论。瑞士信贷美股盘前涨超4%，引发其可能濒临破产猜测的帖文此前被作者删除。特斯拉盘前涨超3%，前一日跌超8%，“木头姐”出手抄底13万股。这是伍德在2022年第二次购买特斯拉股份，此前一年她一直在减持特斯拉股份。最新的收购进一步证明，伍德又开始了逢低买进的热潮。Rivian盘前涨逾9%，2022年第三季度交付量为6584辆，产量7363辆，并表示维持全年产量目标。Poshmark盘前涨超13%，消息称韩国最大的搜索引擎和门户网站Naver以12亿美元的企业价值收购该公司。Sculptor盘前涨超7%，美国亿万富翁投资者Dan Och致信Sculptor Capital Management董事会，称有对冲基金对该公司有并购兴趣。欧洲市场欧洲主要股指集体大涨，截至发稿，德国DAX30指数涨2.92%，法国CAC40涨3.56%。原油国际油价上涨，美油报90.23美元/桶，日内涨幅1.54%；布油现报84.72美元/桶，日内涨幅1.28%。有报道称OPEC+本周会议可能会决定未来减产100万桶/日以上，持续支撑油价，高盛称该消息支撑了其看涨观点。多头士气持续受到鼓舞，再加上俄乌地缘局势紧张，美元回落，美股大幅反弹，油价短线存在进一步反弹空间。黄金现货黄金日内涨0.63%%，报1712.65美元/盎司。隔夜美国制造业PMI数据表现不佳，美元和美债收益率回落至逾一周低位，给金价提供上涨动能。而且俄乌地缘局势依然紧张，市场对本周将出炉的非农数据预期并不乐观，金价仍有进一步走高机会。","news_type":1,"symbols_score_info":{".IXIC":0.9,"TTTN":0.9,"CS":0.9,".DJI":0.9,"POSH":0.9,"HSBC":0.9,".SPX":0.9,"TSLA":0.9,"RIVN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768983,"gmtCreate":1664908403642,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768983","repostId":"1186011174","repostType":4,"repost":{"id":"1186011174","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664892072,"share":"https://ttm.financial/m/news/1186011174?lang=en_US&edition=fundamental","pubTime":"2022-10-04 22:01","market":"other","language":"zh","title":"U.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186011174","media":"老虎资讯综合","summary":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，","content":"<p><html><head></head><body>On October 4, U.S. stocks opened higher and moved higher, and the Nasdaq index rose to 3%. Investors continue to pay attention to whether the Fed's tightening monetary policy will turn. U.S. bond yields continue to fall, the dollar falls, and money markets expect Federal Funds rate to peak in March next year.</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>U.S. Treasury Bond yields continued to slide on Tuesday, with the 10-year Treasury Bond yield falling to 3.583%. Last week, the yield once exceeded 4%.</p><p>The dollar fell to its lowest level since September 22, and the pound rallied to the dollar hit significant headwinds. Britain's withdrawal from a package of tax cuts has eased nervousness over the health of the Government's finances, even as doubts remain about the pound's outlook.</p><p>U.S. stocks closed higher on Monday. Some analysts believe that some unfavorable factors faced by U.S. stocks are easing, boosting investor sentiment.</p><p>Hopes are that the latest signs of a weak U.S. economy will prompt the Federal Reserve to reconsider its aggressive monetary tightening, at a time when money markets expect Federal Funds rate to peak in March next year and traders have lowered their rate hike bets on the Fed.</p><p>Investors see weaker-than-expected U.S. manufacturing data supporting the Fed's dovish bias after rate hike 3 percentage points began to bite on the economy.</p><p>Data released by the Institute for Supply Management (ISM) on Monday showed that the U.S. ISM manufacturing purchasing managers' index in September was 50.9%, lower than 52.8% in August, the lowest since May 2020, and worse than expected; The final value of the manufacturing purchasing managers index (PMI) was 52, slightly higher than the expected 51.8.</p><p>JPMorgan Chase pointed out that the global manufacturing PMI fell to 49.8 in September, the first contraction in more than two years.</p><p>Major U.S. stock indexes rebounded on Monday after losses in September and the third quarter. The Dow closed 765 points higher that day, or nearly 2.7%, its best one-day performance since June 24. The S&P 500 rose about 2.6%, its biggest one-day gain since July 27. The Nasdaq rose about 2.3%.</p><p>Jon Maier, chief investment officer of Global X ETFs, said: \"This is a rebound after the release of market pressure.\" He cautioned against treating a day's performance as a trend, because a day's stock market gains driven by a release of pressure doesn't change the whole story.</p><p>U.S. stocks rebounded on Monday, prompting investors to determine whether U.S. stocks have bottomed out. Before the rebound in U.S. stocks yesterday, it had been more than six months since U.S. stocks fell into a bear market, and the S&P 500 index had fallen by about 25% from its recent peak.</p><p>Investors' pessimism about the stock market has peaked, and they are putting their money into other assets. Goldman Sachs' (309.35, 10.20, 3.41%) investor sentiment indicators were negative for the 31st consecutive week, near record levels.</p><p>Goldman Sachs strategists said this meant the end of the \"There Is No Alternative to equities\" (TINA) period. However, extreme pessimism is seen as an indicator of counter-trend bullish.</p><p>The latest AAII U.S. Retail Sentiment Index shows the number of bears-those who believe stocks are moving lower over the next six months-topped 60% for the second week in a row.</p><p>Bank of America's bull-bear indicator remains at its maximum bearish level of 0.0 as bond flows and credit technicals deteriorate. But strategist Michael Hartnett warned that when there is a financial crisis like the one in 2008, the indicator's contrarian buy signal doesn't work.</p><p>Deutsche Bank analyst Jim Reid said: \"A variety of factors drove the rebound in U.S. stocks on Monday, but the main reason is that more and more investors speculate that the Fed may soon turn to a more dovish stance, especially after the market turmoil in the past few weeks.\"</p><p>Morgan Stanley analyst Mike Wilson believes that the Federal Reserve will have to follow the example of the Bank of England in ending quantitative tightening and restarting the quantitative easing, thus prompting the stock market to continue to rebound.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks opened higher and moved higher, and the Nasdaq index gained to 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 22:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 4, U.S. stocks opened higher and moved higher, and the Nasdaq index rose to 3%. Investors continue to pay attention to whether the Fed's tightening monetary policy will turn. U.S. bond yields continue to fall, the dollar falls, and money markets expect Federal Funds rate to peak in March next year.</p><p><img src=\"https://static.tigerbbs.com/4f6af0382a92777bf208b68e4720bf98\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>U.S. Treasury Bond yields continued to slide on Tuesday, with the 10-year Treasury Bond yield falling to 3.583%. Last week, the yield once exceeded 4%.</p><p>The dollar fell to its lowest level since September 22, and the pound rallied to the dollar hit significant headwinds. Britain's withdrawal from a package of tax cuts has eased nervousness over the health of the Government's finances, even as doubts remain about the pound's outlook.</p><p>U.S. stocks closed higher on Monday. Some analysts believe that some unfavorable factors faced by U.S. stocks are easing, boosting investor sentiment.</p><p>Hopes are that the latest signs of a weak U.S. economy will prompt the Federal Reserve to reconsider its aggressive monetary tightening, at a time when money markets expect Federal Funds rate to peak in March next year and traders have lowered their rate hike bets on the Fed.</p><p>Investors see weaker-than-expected U.S. manufacturing data supporting the Fed's dovish bias after rate hike 3 percentage points began to bite on the economy.</p><p>Data released by the Institute for Supply Management (ISM) on Monday showed that the U.S. ISM manufacturing purchasing managers' index in September was 50.9%, lower than 52.8% in August, the lowest since May 2020, and worse than expected; The final value of the manufacturing purchasing managers index (PMI) was 52, slightly higher than the expected 51.8.</p><p>JPMorgan Chase pointed out that the global manufacturing PMI fell to 49.8 in September, the first contraction in more than two years.</p><p>Major U.S. stock indexes rebounded on Monday after losses in September and the third quarter. The Dow closed 765 points higher that day, or nearly 2.7%, its best one-day performance since June 24. The S&P 500 rose about 2.6%, its biggest one-day gain since July 27. The Nasdaq rose about 2.3%.</p><p>Jon Maier, chief investment officer of Global X ETFs, said: \"This is a rebound after the release of market pressure.\" He cautioned against treating a day's performance as a trend, because a day's stock market gains driven by a release of pressure doesn't change the whole story.</p><p>U.S. stocks rebounded on Monday, prompting investors to determine whether U.S. stocks have bottomed out. Before the rebound in U.S. stocks yesterday, it had been more than six months since U.S. stocks fell into a bear market, and the S&P 500 index had fallen by about 25% from its recent peak.</p><p>Investors' pessimism about the stock market has peaked, and they are putting their money into other assets. Goldman Sachs' (309.35, 10.20, 3.41%) investor sentiment indicators were negative for the 31st consecutive week, near record levels.</p><p>Goldman Sachs strategists said this meant the end of the \"There Is No Alternative to equities\" (TINA) period. However, extreme pessimism is seen as an indicator of counter-trend bullish.</p><p>The latest AAII U.S. Retail Sentiment Index shows the number of bears-those who believe stocks are moving lower over the next six months-topped 60% for the second week in a row.</p><p>Bank of America's bull-bear indicator remains at its maximum bearish level of 0.0 as bond flows and credit technicals deteriorate. But strategist Michael Hartnett warned that when there is a financial crisis like the one in 2008, the indicator's contrarian buy signal doesn't work.</p><p>Deutsche Bank analyst Jim Reid said: \"A variety of factors drove the rebound in U.S. stocks on Monday, but the main reason is that more and more investors speculate that the Fed may soon turn to a more dovish stance, especially after the market turmoil in the past few weeks.\"</p><p>Morgan Stanley analyst Mike Wilson believes that the Federal Reserve will have to follow the example of the Bank of England in ending quantitative tightening and restarting the quantitative easing, thus prompting the stock market to continue to rebound.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd3ac286c2233d10a592ba6c388667fb","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186011174","content_text":"10月4日，美股高开高走，纳斯达克指数涨幅扩大至3%。投资者继续关注美联储的紧缩货币政策会不会转向。美债收益率继续下滑，美元回落，货币市场预计联邦基金利率将在明年3月见顶。周二美国国债收益率继续下滑，10年期国债收益率降至3.583%。上周该项收益率一度突破4%。美元跌至9月22日以来的最低水平，英镑反弹使美元遭遇重大阻力。英国退出一项减税计划，缓解了人们对政府财政健康状况的紧张情绪，尽管人们对英镑前景仍存有疑虑。周一美股收高。有分析师认为，美股面临的一些不利因素正在缓解，提振了投资者的情绪。人们希望美国经济疲软的最新迹象将促使美联储重新考虑其激进的货币紧缩政策，与此同时，货币市场预计联邦基金利率将在明年3月见顶，交易员降低了对美联储的加息押注。投资者认为，在加息3个百分点开始对经济产生影响后，美国制造业数据弱于预期，支持了美联储的鸽派倾向。美国供应管理协会（ISM）周一公布的数据显示，美国9月ISM制造业采购经理人指数为50.9%，低于8月份的52.8%，为2020年5月以来低位，逊于预期；制造业采购经理指数（PMI）终值报52，略高预期的51.8。摩根大通指出，9月环球制造业PMI降至49.8，是逾两年以来首次收缩。周一美股主要股指在经历了9月与第三季度下跌之后反弹。当天道指收高765点，涨幅近2.7%，创6月24日以来的最佳单日表现。标普500指数上涨约2.6%，创7月27日以来的最大单日涨幅。纳指上涨约2.3%。Global X ETFs首席投资官Jon Maier表示：“这是市场压力释放后的反弹。”他警告称，不要将股市一天的表现视为趋势，因为压力释放推动的某一天股市上涨，并不能改变整个故事。周一美股反弹，促使投资者想确定美股是否已经筑底。昨日美股反弹之前，美股跌入熊市已经有六个多月，标普500指数较其近期最高点已下跌约25%。投资者对股市的悲观情绪已达到顶峰，他们将资金投入到其他资产。高盛(309.35,10.20,3.41%)的投资者情绪指标连续第31周为负值，接近创纪录水平。高盛策略师表示，这意味着“除股票外别无选择”（There Is No Alternative to equities，TINA）时期的结束。不过，极端悲观的情绪被视为逆势看涨的指标。最新的AAII美国散户情绪指数显示，空头（即认为股票在未来六个月内走低的人）数量连续第二周超过60%。由于债券流动和信贷技术面恶化，美国银行的牛熊指标仍处于0.0的最大看跌水平。但策略师Michael Hartnett警告称，当出现像2008年那样的金融危机时，该指标的逆势买入信号不起作用。德意志银行分析师Jim Reid表示：“有多种因素推动了美股周一反弹，但主要原因是越来越多投资者猜测美联储可能很快会转向更鸽派的立场，特别是在过去几周市场动荡之后。”摩根士丹利分析师Mike Wilson认为，美联储将不得不效仿英国央行，结束量化紧缩并重启量化宽松，从而促使股市持续反弹。","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912768001,"gmtCreate":1664908267103,"gmtModify":1676537526489,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912768001","repostId":"2273485073","repostType":2,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912761741,"gmtCreate":1664908249983,"gmtModify":1676537526481,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912761741","repostId":"1182637030","repostType":4,"repost":{"id":"1182637030","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664897112,"share":"https://ttm.financial/m/news/1182637030?lang=en_US&edition=fundamental","pubTime":"2022-10-04 23:25","market":"other","language":"zh","title":"U.S. airline stocks collectively strengthened, with American Airlines rising more than 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182637030","media":"老虎资讯综合","summary":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","content":"<p><html><head></head><body>On October 4, U.S. airline stocks collectively strengthened.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>Rose more than 9%,<a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>Rose more than 8%,<a href=\"https://laohu8.com/S/JBLU\">JetBlue Airways</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>、<a href=\"https://laohu8.com/S/SKYW\">West Air</a>、<a href=\"https://laohu8.com/S/HA\">Hawaii Holdings</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. airline stocks collectively strengthened, with American Airlines rising more than 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. airline stocks collectively strengthened, with American Airlines rising more than 9%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-10-04 23:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 4, U.S. airline stocks collectively strengthened.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>Rose more than 9%,<a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>Rose more than 8%,<a href=\"https://laohu8.com/S/JBLU\">JetBlue Airways</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>、<a href=\"https://laohu8.com/S/SKYW\">West Air</a>、<a href=\"https://laohu8.com/S/HA\">Hawaii Holdings</a>Up more than 6%.</p><p><img src=\"https://static.tigerbbs.com/5b1e45fb01a9f3d0611ec28a203b65ef\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/411c6ea7e969aee81c7c240d3341abef","relate_stocks":{"UAL":"联合大陆航空","DAL":"达美航空","BK4500":"航空公司","BK4008":"航空公司","AAL":"美国航空","BK4547":"WSB热门概念","JBLU":"捷蓝航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182637030","content_text":"10月4日，美股航空股集体走强，美国航空涨超9%，达美航空涨超8%，捷蓝航空、联合大陆航空涨超7%，西南航空、西空航空、夏威夷控股涨超6%。","news_type":1,"symbols_score_info":{"UAL":0.9,"DAL":0.9,"AAL":0.9,"JBLU":0.9}},"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912059461,"gmtCreate":1664714109853,"gmtModify":1676537497457,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912059461","repostId":"1115419515","repostType":4,"repost":{"id":"1115419515","kind":"news","pubTimestamp":1664704661,"share":"https://ttm.financial/m/news/1115419515?lang=en_US&edition=fundamental","pubTime":"2022-10-02 17:57","market":"us","language":"zh","title":"The \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115419515","media":"第一财经","summary":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应","content":"<p><div>The panic index VIX stood firm at the 30 mark, and the capital game rebounded from oversold. U.S. stocks ended the third quarter in a new round of selling. In September, the \"curse\" was staged again, and the three major stock indexes fell to nearly two-year lows. As policy expectations remain aggressive, investors are worried that future rate hike will further drag down the U.S. economy, and spillover effects may spread around the world, triggering volatility risks in currency and bond markets. On the other hand, however, the trading heat in the derivatives market is heating up, and a large amount of funds are playing for the oversold rebound of the stock index. The upcoming non-agricultural employment report may become the fuse of market shocks in the coming week. Fed strengthens hawkish stance at last month's Fed interest rate meeting...</p><p><a href=\"https://www.yicai.com/news/101552952.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"curse\" of U.S. stocks in September has come true again. When will the sell-off come to an end?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2022-10-02 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The panic index VIX stood firm at the 30 mark, and the capital game rebounded from oversold. U.S. stocks ended the third quarter in a new round of selling. In September, the \"curse\" was staged again, and the three major stock indexes fell to nearly two-year lows. As policy expectations remain aggressive, investors are worried that future rate hike will further drag down the U.S. economy, and spillover effects may spread around the world, triggering volatility risks in currency and bond markets. On the other hand, however, the trading heat in the derivatives market is heating up, and a large amount of funds are playing for the oversold rebound of the stock index. The upcoming non-agricultural employment report may become the fuse of market shocks in the coming week. Fed strengthens hawkish stance at last month's Fed interest rate meeting...</p><p><a href=\"https://www.yicai.com/news/101552952.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101552952.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.yicai.com/news/101552952.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115419515","content_text":"恐慌指数VIX站稳30关口，资金博弈超跌反弹。美股在新一轮抛售中结束了三季度，9月“魔咒”再度上演，三大股指跌向近两年低位。随着政策预期依然激进，投资者担心未来的加息将进一步拖累美国经济，同时溢出效应恐波及全球，引发货币和债券市场的波动风险。然而另一方面，衍生品市场交易热度升温，大量资金博弈股指超跌反弹，即将公布的非农就业报告或成为未来一周市场震荡的导火索。美联储强化鹰派立场在上月美联储议息会议上，联邦公开市场委员会FOMC决定连续第三次加息75基点。与此同时，经济展望概要SEP中的政策预期变得越发强硬。值得注意的是，美联储内部在通胀问题上的重要共识也反映在了过去一周的公开讲话中。虽然美联储主席鲍威尔上周并未对货币政策发表观点，新任美联储副主席布雷纳德（Lael Brainard）的讲话确立了现阶段强硬的政策基调。她认为，在确定通胀在“非常高”的价格压力下有所放缓之前，货币政策可能会继续保持限制性。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，美联储的态度显示，他们决心推行限制性货币政策，直到通胀尽快回到2.0%的目标。预计利率在明年初触及本轮周期高位后将继续保持稳定，直到增长放缓和通胀降低为2024年的降息留出空间。最新公布的数据也为美联储的行动提供了支持，首先通胀压力依然高涨，作为最关注的通胀指标之一，美国8月个人消费支出物价指数PCE涨幅超过市场预期。其次，劳动力市场表现健康，最新初请失业金人数降至19.3万，创今年4月以来新低，这与美联储希望看到的正好相反，火热的就业环境可能成为推高通胀的潜在风险。10月7日美国将公布9月非农就业报告，一旦就业数据超预期或进一步加剧外界对于政策过度收紧的担忧。施瓦茨告诉记者，消费者仍在支撑经济。尽管价格高企且不断上涨，但个人消费小幅增长，这得益于强劲的就业市场和不断增长的收入。美联储显然不会对最新收入和支出报告中的价格指标感到满意，因此他们有强烈的动机继续加息，直到通胀趋势被打破。政策预期也继续推高美债收益率，与利率关联密切的2年期美债收益率站上4.2%，基准10年期美债收益率则突破3.8%关口。芝商所CME利率观察工具FedWatch显示，11月加息75基点和12月加息50基点的概率均略超过50%。施瓦茨认为，在通胀压力持续居高不下的情况下，预计美联储将在年底前将利率再提高125个基点。他认为，美国下半年经济增长将出现温和反弹，但持续高通胀、更积极的美联储货币政策紧缩、全球经济活动放缓的负面溢出效应以及企业盈利疲软，这些因素将推动美国经济在2023年上半年进入温和衰退。与此同时，金融市场动荡加剧，也给增长前景带来了下行风险。超跌反弹临近但风险犹存受通胀高烧不退的影响，8月以来美联储对加息的激进立场将美股进一步推入熊市，三大股指已经连续第三个季度下跌。个股表现持续低迷。据财经数据供应商FactSet的统计，标普500指数中有96家公司的股价触及52周新低，B.Riley Wealth首席市场策略师霍根（Art Hogan）表示：“如果要止跌，我们需要看到的是通胀显著降低，但现在还没有出现。因此这不会改变一直推动股市下跌的局面，也不会改变投资者情绪的反应。”除了对货币政策的担忧以外，多份业绩预警也引发了广泛关注。近一周来，耐克和嘉年华均在财报中提及了与通胀相关的利润压力。美国最大内存芯片制造商美光科技上季度营收同比下降约20%至66.4亿美元，为2020年疫情以来首次下降，并发布了疲弱的业绩指引。与此同时，大型科技股的经营也受到了经济压力的影响。苹果因需求放缓放弃了今年增产iPhone 14的计划，公司现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。脸书母公司 Meta Platform则宣布Meta冻结招聘，并将进行人员和团队重组，并削减成本和转移优先事项。股指波动环境下，CBOE恐慌指数VIX上周收于31.62，连续第二周处于30关口上方。衍生品交易再度活跃，根据嘉信理财提供的数据，9月以来美股期权日均交易量达到了4330万份，逼近去年11月创下的历史峰值。嘉信理财交易和衍生品董事总经理弗雷德里克（Randy Frederick）认为，过去一周，恐慌指数VIX看涨期权未平仓量环比增加13.3%，看跌期权未平仓量增长25%，变动幅度是正常水平的5倍至10倍，显示出随着波动性高位运行，资金开始博弈超跌反弹。标普500指数10月表现统计（资料来源：道琼斯市场）历史数据显示，10月美股有望迎来企稳回升，特别是在经历了大幅杀跌后的情况下。道琼斯市场数据统计发现，自标普指数创立以来，9月下跌了7%或以上的情况共11次，接下来的10月指数平均上涨0.53%，中位数上涨1.81%。不过潜在的反弹预期并不意味着风险已经远去。美银证券首席投资策略师哈特内特（Michael Hartnett）表示，包括美国股票、存托凭证和房地产投资信托等的纽约证交所综合指数已经跌破了多个关键技术支撑位，这其中包括200周移动平均线、2018年和2020年高点等。目前的亏损局面可能会迫使基金出售更多资产以筹集现金，从而陷入“螺旋抛售”。哈特内特预计标普500指数年内可能将先考验3333点，在那之后美股会迎来短暂反弹，但真正低点要到明年第一季度才会触及，届时美国经济衰退和信贷冲击将导致收益率、美元和美联储的鹰派态度自顶峰出现拐点。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153218,"gmtCreate":1664339349235,"gmtModify":1676537436641,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153218","repostId":"1190978297","repostType":4,"repost":{"id":"1190978297","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664329162,"share":"https://ttm.financial/m/news/1190978297?lang=en_US&edition=fundamental","pubTime":"2022-09-28 09:39","market":"hk","language":"zh","title":"The winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1190978297","media":"老虎资讯综合","summary":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，","content":"<p><html><head></head><body>September 28,<a href=\"https://laohu8.com/S/09863.HK\">Leapmotor</a>According to the announcement, the company issued about 131 million shares, priced at HK $48 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Leapmotor was subscribed 0.16 times, and the final number of offer shares allocated to the public offering was 2.1464 million shares, accounting for approximately 1.64% of the total number of offer shares (before any over-allotment option is exercised). A total of 3,151 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 129 million shares, equivalent to approximately 98.36% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>Founded in 2015, Leapmotor is a Chinese smart electric vehicle company, mainly focusing on China's mid-to-high-end mainstream new energy vehicle market with prices ranging from RMB 150,000 to RMB 300,000. For the whole year of 2021, the company delivered a total of 43,748 electric vehicles, an increase of 443.5% compared with 2020. According to Frost & Sullivan, Leapmotor is the fastest growing company among China's leading emerging electric vehicle companies in terms of deliveries. The company delivered 51,994 smart electric vehicles in the first half of 2022, an increase of 265.3% over the same period in 2021.</p><p>Leapmotor independently develops all key software and hardware in the core system and electronic components of intelligent electric vehicles. According to Frost & Sullivan, Leapmotor is currently the only emerging electric vehicle company in China with global independent research and development capabilities, and it is also one of the few companies with global self-research capabilities among all new energy vehicle companies in the Chinese market. one. The company starts the platform development of systems and electronic components from the bottom, so that they can be highly flexibly reused among different electric models, making research and development more efficient and cost-effective.</p><p>According to Frost & Sullivan, Leapmotor is also the most vertically integrated emerging electric vehicle company in China and one of the most vertically integrated companies among all new energy vehicle companies in the Chinese market, realizing the independent research and development, design and manufacturing of all core systems and electronic components of intelligent electric vehicles, and creating intelligent power systems, autonomous driving systems and intelligent cockpit systems.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 117 million, RMB 631 million, and RMB 3.132 billion, respectively, with a compound annual growth rate of 417.48%. In 2021 and the first three months of 2022, revenue will be 278 million yuan and 1.992 billion yuan, respectively, a year-on-year growth rate of 616.37%.</p><p>In terms of industry, in 2021, new energy vehicles priced in the price range of RMB 150,000-300,000 will account for 36.2% of China's total sales of new energy vehicles. It is expected that this market segment will become the largest in China's new energy vehicle market from 2022. and the fastest growing market segment, with an annual growth rate of 59.6% in 2022. In 2026, new energy vehicles with a price range of RMB 150,000-300,000 are expected to account for 49.1% of China's total sales of new energy vehicles, becoming the main driving force for the growth of China's new energy vehicle market.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe winning rate of one lot of Leapmotor is 100%, and you can secure one lot if you subscribe for one lot\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-28 09:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>September 28,<a href=\"https://laohu8.com/S/09863.HK\">Leapmotor</a>According to the announcement, the company issued about 131 million shares, priced at HK $48 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Leapmotor was subscribed 0.16 times, and the final number of offer shares allocated to the public offering was 2.1464 million shares, accounting for approximately 1.64% of the total number of offer shares (before any over-allotment option is exercised). A total of 3,151 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 129 million shares, equivalent to approximately 98.36% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/34ebd91cc24b195a82f8f75446e8a675\" tg-width=\"695\" tg-height=\"582\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/10df2c7a78e4f6cfd112b055529e898c\" tg-width=\"716\" tg-height=\"785\" referrerpolicy=\"no-referrer\"/>Founded in 2015, Leapmotor is a Chinese smart electric vehicle company, mainly focusing on China's mid-to-high-end mainstream new energy vehicle market with prices ranging from RMB 150,000 to RMB 300,000. For the whole year of 2021, the company delivered a total of 43,748 electric vehicles, an increase of 443.5% compared with 2020. According to Frost & Sullivan, Leapmotor is the fastest growing company among China's leading emerging electric vehicle companies in terms of deliveries. The company delivered 51,994 smart electric vehicles in the first half of 2022, an increase of 265.3% over the same period in 2021.</p><p>Leapmotor independently develops all key software and hardware in the core system and electronic components of intelligent electric vehicles. According to Frost & Sullivan, Leapmotor is currently the only emerging electric vehicle company in China with global independent research and development capabilities, and it is also one of the few companies with global self-research capabilities among all new energy vehicle companies in the Chinese market. one. The company starts the platform development of systems and electronic components from the bottom, so that they can be highly flexibly reused among different electric models, making research and development more efficient and cost-effective.</p><p>According to Frost & Sullivan, Leapmotor is also the most vertically integrated emerging electric vehicle company in China and one of the most vertically integrated companies among all new energy vehicle companies in the Chinese market, realizing the independent research and development, design and manufacturing of all core systems and electronic components of intelligent electric vehicles, and creating intelligent power systems, autonomous driving systems and intelligent cockpit systems.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 117 million, RMB 631 million, and RMB 3.132 billion, respectively, with a compound annual growth rate of 417.48%. In 2021 and the first three months of 2022, revenue will be 278 million yuan and 1.992 billion yuan, respectively, a year-on-year growth rate of 616.37%.</p><p>In terms of industry, in 2021, new energy vehicles priced in the price range of RMB 150,000-300,000 will account for 36.2% of China's total sales of new energy vehicles. It is expected that this market segment will become the largest in China's new energy vehicle market from 2022. and the fastest growing market segment, with an annual growth rate of 59.6% in 2022. In 2026, new energy vehicles with a price range of RMB 150,000-300,000 are expected to account for 49.1% of China's total sales of new energy vehicles, becoming the main driving force for the growth of China's new energy vehicle market.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3a945364dcbd45903e790c62425333d","relate_stocks":{"09863":"零跑汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190978297","content_text":"9月28日，零跑汽车发布公告，公司发行约1.31亿股股份，每股定价48港元，每手100股，预计9月29日上市。公开发售阶段零跑汽车获0.16倍认购，分配至公开发售的发售股份最终数目为214.64万股，占发售股份总数的约1.64%（任何超额配股权获行使前）。合共接获3151份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目约为1.29亿股，相当于发售股份总数的约98.36%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。零跑汽车创办于2015年，为一家中国智能电动汽车公司，主要聚焦于价格在人民币15万元至30万元的中国中高端主流新能源汽车市场。2021年全年，公司合计交付43748辆电动汽车，较2020年增长443.5%。根据弗若斯特沙利文的资料，按交付量计，零跑汽车是中国领先的新兴电动汽车公司中增速最快的公司。公司于2022年上半年交付51994辆智能电动汽车，较2021年同期增长265.3%。零跑汽车自主研发智能电动汽车核心系统及电子部件中的所有关键软硬件。根据弗若斯特沙利文的资料，零跑汽车是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是少数几家具有全域自研能力的公司之一。公司从底层开始进行系统及电子部件的平台化开发，使其可以在不同电动车型之间高度灵活复用，使研发更加高效且具成本效益。根据弗若斯特沙利文的资料，零跑汽车亦是中国垂直整合程度最高的新兴电动汽车公司，在中国市场所有新能源汽车公司中也是垂直整合程度最高的公司之一，实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造，打造了智能动力系统、自动驾驶系统及智能座舱系统。财务方面，2019年-2021年，公司的总收入分别为人民币1.17亿元、6.31亿元、31.32亿元人民币，复合年增长率为417.48%。2021年及2022年前三个月，收入分别为2.78亿元和19.92亿元人民币，同比增长率为616.37%。行业方面，2021年，售价在人民币15-30万元价格区间的新能源汽车占中国新能源汽车总销量的36.2%，预计该细分市场将自2022年起成为中国新能源汽车市场中最大及增长最快的细分市场，2022年的年增长率达到59.6%。2026年，预计售价在人民币15-30万元价格区间的新能源汽车将占中国新能源汽车总销量的49.1%，成为中国新能源汽车市场增长的主要驱动力。","news_type":1,"symbols_score_info":{"09863":0.9}},"isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918153605,"gmtCreate":1664339324107,"gmtModify":1676537436638,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918153605","repostId":"1190175088","repostType":4,"repost":{"id":"1190175088","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664331010,"share":"https://ttm.financial/m/news/1190175088?lang=en_US&edition=fundamental","pubTime":"2022-09-28 10:10","market":"hk","language":"zh","title":"The winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe","url":"https://stock-news.laohu8.com/highlight/detail?id=1190175088","media":"老虎资讯综合","summary":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13","content":"<p><html><head></head><body>News on September 28,<a href=\"https://laohu8.com/S/02602.HK\">Everything Cloud</a>According to the announcement, the company issued about 117 million shares, priced at HK $49.35 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Wanwuyun was subscribed 0.82 times, and the final number of offer shares allocated to the public offering was 9.5313 million shares, accounting for approximately 8.17% of the total number of offer shares (before any over-allotment option is exercised). A total of 4,681 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 107 million shares, equivalent to approximately 91.83% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>Wanwuyun is a leading property management service provider in China. According to Frost & Sullivan, in terms of basic property management service revenue, Wanwuyun will rank first in China's property management service market in 2021, accounting for a market share of 4.28%.</p><p>Relying on brand advantages and service quality, Wanwuyun's business scope has expanded to businesses other than property management, and has become a leading service provider whose growth model is driven by the synergy of community, commercial enterprise and urban space business systems, providing services for residential communities, workplaces and diversified properties such as public buildings, as well as a wide customer base covering owners, enterprises and other institutional customers.</p><p>With R&D investments, Wanwu Cloud has developed AIoT and BPaaS solutions designed to digitize workflows, mobilize resources, and improve the efficiency of the spaces the company serves. As service offerings and specialized technologies are intertwined and further integrated, the company is fully prepared to achieve economies of scale and seize opportunities based on proximity. In terms of geographical focus, the company is committed to providing quality services to customers in high-tier cities with strong economic foundations.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 13.9 billion, RMB 18.1 billion, and RMB 23.7 billion, respectively, with a compound annual growth rate of 30.46%; The gross profit margins for the same period were 17.7%, 18.5%, and 17.0% respectively; The net profit margins during the same period were 7.5%, 8.4%, and 7.2% respectively.</p><p>The PRC property management services market is highly competitive and highly fragmented. In 2021, the revenue of Chinese property management service companies mainly comes from basic property management services, accounting for approximately 74.4%. With the increasing diversification of services, the proportion of value-added services in total property management service revenue increased from 17.2% in 2016 to 25.6% in 2021, and is expected to reach 35.0% in 2026. Revenue from value-added services will grow at a CAGR of 21.4% from 2021 to 2026.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe winning rate of one lot of Wanwuyun is 100%, and you can secure one lot if you subscribe\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-28 10:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>News on September 28,<a href=\"https://laohu8.com/S/02602.HK\">Everything Cloud</a>According to the announcement, the company issued about 117 million shares, priced at HK $49.35 per share, with 100 shares per lot, and is expected to be listed on September 29.</p><p>During the public offering stage, Wanwuyun was subscribed 0.82 times, and the final number of offer shares allocated to the public offering was 9.5313 million shares, accounting for approximately 8.17% of the total number of offer shares (before any over-allotment option is exercised). A total of 4,681 valid applications were received, with a winning rate of 100% for one lot, and one lot was secured for one lot.</p><p>In addition, the International Offering has been oversubscribed, and the final number of Offer Shares is approximately 107 million shares, equivalent to approximately 91.83% of the total number of Offer Shares (before any over-allotment option is exercised).</p><p>The relevant data compiled by Tiger International is as follows:<img src=\"https://static.tigerbbs.com/ed39e42e1fcdfaf13b87ebd74db61873\" tg-width=\"695\" tg-height=\"584\" referrerpolicy=\"no-referrer\"/><b>Distribution results</b></p><p>Group A has 100 shares per lot, and the winning rate of one lot is 100%. If you subscribe for one lot, you will be sure to win one lot.</p><p>The head of Group B is 1,000 lots (100,000 shares), and 1,000 lots (100,000 shares) are allocated.<img src=\"https://static.tigerbbs.com/0a504a297988f4ab4a99774ad4a1ef3d\" tg-width=\"785\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/92f7dc42dd462b2e32d61c3aec9a7ca0\" tg-width=\"734\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/>Wanwuyun is a leading property management service provider in China. According to Frost & Sullivan, in terms of basic property management service revenue, Wanwuyun will rank first in China's property management service market in 2021, accounting for a market share of 4.28%.</p><p>Relying on brand advantages and service quality, Wanwuyun's business scope has expanded to businesses other than property management, and has become a leading service provider whose growth model is driven by the synergy of community, commercial enterprise and urban space business systems, providing services for residential communities, workplaces and diversified properties such as public buildings, as well as a wide customer base covering owners, enterprises and other institutional customers.</p><p>With R&D investments, Wanwu Cloud has developed AIoT and BPaaS solutions designed to digitize workflows, mobilize resources, and improve the efficiency of the spaces the company serves. As service offerings and specialized technologies are intertwined and further integrated, the company is fully prepared to achieve economies of scale and seize opportunities based on proximity. In terms of geographical focus, the company is committed to providing quality services to customers in high-tier cities with strong economic foundations.</p><p>In terms of finance, from 2019 to 2021, the company's total revenue will be RMB 13.9 billion, RMB 18.1 billion, and RMB 23.7 billion, respectively, with a compound annual growth rate of 30.46%; The gross profit margins for the same period were 17.7%, 18.5%, and 17.0% respectively; The net profit margins during the same period were 7.5%, 8.4%, and 7.2% respectively.</p><p>The PRC property management services market is highly competitive and highly fragmented. In 2021, the revenue of Chinese property management service companies mainly comes from basic property management services, accounting for approximately 74.4%. With the increasing diversification of services, the proportion of value-added services in total property management service revenue increased from 17.2% in 2016 to 25.6% in 2021, and is expected to reach 35.0% in 2026. Revenue from value-added services will grow at a CAGR of 21.4% from 2021 to 2026.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/562fd71289682d0f438af5fcf40e45f7","relate_stocks":{"02602":"万物云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190175088","content_text":"9月28日消息，万物云发布公告，公司发行约1.17亿股股份，每股定价49.35港元，每手100股，预计9月29日上市。公开发售阶段万物云获0.82倍认购，分配至公开发售的发售股份最终数目为953.13万股，占发售股份总数的约8.17%（任何超额配股权获行使前）。合共接获4681份有效申请，一手中签率为100%，认购1手稳中一手。此外，国际发售已获超额认购，发售股份最终数目为约1.07亿股，相当于发售股份总数的约91.83%（任何超额配股权获行使前）。老虎国际整理相关数据如下表：分配结果甲组每手100股，一手中签率100%，申购1手稳中一手。乙组头为1000手（100000股），获配1000手（100000股）。万物云是中国领先的物业管理服务提供商。根据弗若斯特沙利文的资料，按基础物业管理服务收入计，万物云于2021年在中国物业管理服务市场中排名第一，占有4.28%的市场份额。依托于品牌优势和服务品质，万物云的业务范围已拓展至物业管理以外的业务，并成为了增长模式由社区、商企和城市空间业务体系协同驱动的领先服务提供商，为住宅社区、工作场所和公共建筑等多元化的物业以及覆盖业主、企业及其他机构客户的广泛客户群提供服务。凭借研发投资，万物云已开发AIoT和BPaaS解决方桉，旨在使工作流程数字化、调用资源并提升公司所服务的空间的效率。随着服务产品与专用技术相互交织并进一步整合，公司已为实现规模经济和抓住基于临近地理位置产生的机会做好充分准备。就地域重点而言，公司致力于为拥有强劲经济基础的高线级城市的客户提供优质服务。财务方面，2019年-2021年，公司的总收入分别为人民币139亿元、181亿元、237亿元，复合年增长率为30.46%；同期毛利率分别为17.7%、18.5%、17.0%；同期净利率分别为7.5%、8.4%、7.2%。中国物业管理服务市场竞争激烈，而且高度分散。于2021年，中国物业管理服务公司的收入主要来自基础物业管理服务，约占74.4%。随着服务日渐多样化，增值服务占物业管理服务总收入的比例由2016年的17.2%增至2021年的25.6%，并预期于2026年达35.0%。增值服务的收入于2021年至2026年的复合年增长率为21.4%。","news_type":1,"symbols_score_info":{"02602":0.9}},"isVote":1,"tweetType":1,"viewCount":2597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910525690,"gmtCreate":1663646893510,"gmtModify":1676537308300,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910525690","repostId":"2268992702","repostType":4,"repost":{"id":"2268992702","kind":"highlight","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1663638355,"share":"https://ttm.financial/m/news/2268992702?lang=en_US&edition=fundamental","pubTime":"2022-09-20 09:45","market":"sh","language":"zh","title":"823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed","url":"https://stock-news.laohu8.com/highlight/detail?id=2268992702","media":"中国基金报","summary":"9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。温州警方敦促周焯华尽快投案自首，争取宽大处理。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。","content":"<p><div>The once beautiful \"Ximihua\" finally ushered in the Judgment Day! At 2: 45 pm on September 19th, Zhou Zhuohua, founder of Suncity Group, was charged with 289 crimes, including criminal syndicate, illegal gambling, fraud and money laundering, and the trial was continued in the Macao Junior Court. According to the Macau Daily, Zhou Zhuohua was accused of running \"gambling bottom\" in 229 gambling halls with many suspects in the form of criminal groups, defrauding Six Expo Enterprises and the SAR Government. From March 2013 to March 2021, the total transcoding number of \"gambling bottom\" operated by the illegal group headed by Zhou Zhou in Liuboqi Casino was 823.774 billion Hong Kong dollars, earning at least 215.21...</p><p><a href=\"\">Web link</a></div></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n823.7 billion major case! The trial of the king of the gambling hall opens, 289 charges, the latest case is exposed\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/6\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2022-09-20 09:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>The once beautiful \"Ximihua\" finally ushered in the Judgment Day! At 2: 45 pm on September 19th, Zhou Zhuohua, founder of Suncity Group, was charged with 289 crimes, including criminal syndicate, illegal gambling, fraud and money laundering, and the trial was continued in the Macao Junior Court. According to the Macau Daily, Zhou Zhuohua was accused of running \"gambling bottom\" in 229 gambling halls with many suspects in the form of criminal groups, defrauding Six Expo Enterprises and the SAR Government. From March 2013 to March 2021, the total transcoding number of \"gambling bottom\" operated by the illegal group headed by Zhou Zhou in Liuboqi Casino was 823.774 billion Hong Kong dollars, earning at least 215.21...</p><p><a href=\"\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e4b74c2f08441f8839e052ef40dcded","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268992702","content_text":"曾经风光无限的“洗米华”，终于迎来审判日！9月19日下午2时45分，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于澳门初级法院续审。据澳门日报报道，周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗六博企及特区政府。2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数8237.74亿港元，至少赚取215.21亿港元的不正当利益，导致特区少收82.6亿港元的博彩税。另外，深涉周焯华案的知名女星安以轩丈夫陈荣炼，也将于12月5日受审，被控涉及83项罪名。这起轰轰烈烈的赌场风云，将要迎来终局审判。周焯华案续审被控涉罪289项据澳门日报消息，太阳城集团创办人周焯华被控犯罪集团、不法经营赌博、诈骗及清洗黑钱等共289项罪，于9月19日下午在初级法院开审。押解周的囚车于当日下午约2时15分在警车开路下，抵达初院。最早在上午8时多已有人轮候旁听，周焯华的妻子陈慧玲（绰号“洗米嫂”）亦在场，法院续开设延伸法庭直播庭上情况。周焯华被指与众嫌犯以犯罪集团形式，在229个赌厅经营“赌底面”，诈骗6博企及澳门特区政府。（注：“赌底面”，即赌客在台面赌博时，在台面下以杠杆的方式加大赌博金额）。控罪书显示，周以太阳城集团及贵宾会名义，与一众嫌犯经营不法的“赌底面”生意，集团内部以“营运”为暗号，参与赌底面的赌客已事先约定，将台面赌注在台底以倍数加大。集团至少自2013年起发展“代理”，赌客可以五百万港元亿股加入称为“食货公司”的赌底面公司，赚取码佣分成。控方案情指出，2013年3月至2021年3月，以周为首的不法集团在六博企娱乐场经营“赌底面”的总转码数逾8237.74亿港元，至少赚取215亿港元的不正当利益，导致澳门特区少收82.6亿港元的博彩税。检察院代表澳门特别行政区和四名辅助人永利渡假村（澳门）股份有限公司、澳娱综合度假股份有限公司、美高梅金殿超濠股份有限公司、威尼斯人澳门股份有限公司分别提出民事损害赔偿请求。除了特区政府的82.6亿港元外，永利索赔约7.9亿港元、澳娱索赔约1.7亿港元、威尼斯人索赔约3亿港元，美高梅赔偿仍待厘清。否认不法经营赌博及清洗黑钱强调无经营“赌底面”据澳门日报消息，周焯华在庭上否认不法经营赌博及清洗黑钱等控罪，强调无经营“赌底面”，只承认在菲律宾当地合法经营电话投注。案件共21名被告，当中11人缺席，在代表律师不反对下开庭。周焯华选择回答问题，主任检察官黎裕豪首先问周焯华“赌底面”的控罪，展示多份监听资料。周焯华则回应称，八年前的事已记不起，有关内容是就贵宾厅的信贷风险管理给予意见，一间底面公司历年来起码有数万宗交易，控诉书以其数十次的通话或讯息内容来指控他指挥赌底面公司并不符逻辑。太阳城贵宾厅生意很好，毋须从事“赌底面”生意。关于被控在澳不法经营电投网投，周亦否认经营网投，只承认在菲律宾从事电话投注，且在当地合法。2019年在博监局出台指引后已将电投业务转手，强调不会从事澳门法律不容许的生意。他又称，没有太阳城的人员在内地从事赌博宣传活动。关于“赌底面”的客户以内地发展项目还赌债，周焯华称汉飞项目的老板周拥军（第21被告，缺席）并无欠太阳城赌债，他融资了十多亿在汉飞项目，形容自己是“白武士”，帮助对方偿还欠他人的债务。自身开设的融资公司在香港有金融牌照，珠海横琴有资产管理牌照，又说“无人会咁戆居攞十几亿出来开一间收数公司”。周焯华回应民事索偿方、博彩公司代表律师提问时指出，知道存在“赌底面”公司，至于是谁人营运？他回答可能是张志坚（第五嫌犯，正被羁押）。该案将于明日下午二时四十五分续审。该案原本于9月2日开庭，但由于多名被告未出庭，包括第八号嫌犯王柏龄缺席，因此延期至9月19日开庭审理。澳门检察院早前表示，经初步调查，认为有充分迹象显示，被捕人士分别涉嫌触犯参加犯罪集团罪、领导犯罪集团罪，两项罪名分别最高可判坐牢10年及12年，另外亦涉嫌触犯洗黑钱罪，以及不法经营赌博罪，分别最高可判坐牢8年及3年。数罪并罚下，洗米华或将面临最高33年的牢狱处罚。境内团伙上月受审涉开设赌场、非法经营罪在此次周焯华受审前，其在境内发展的犯罪团伙已先行一步受审。2022年8月10日-12日，浙江省温州市中级人民法院依法公开开庭合并审理了被告人张宁宁等34人犯开设赌场罪、非法经营罪，被告人张时秀犯开设赌场罪，被告人钟海燕犯开设赌场罪等三起案件，该三起案件均为以周焯华（另案处理）为首的跨境赌博犯罪集团系列案件。据公诉机关指控，2007年以来，澳门太阳城博彩中介一人有限公司股东、董事周焯华在澳门等地赌场承包赌厅，并于2015年开始在菲律宾等地先后开设“SCM联盟E城”“UE环球E城”等网络赌博平台进行赌博活动。为牟取非法利益，周焯华通过发展股东级代理及赌博代理，以提供高额佣金利诱各级代理组织中国境内公民参与跨境赌博，并向中国境内公民推广网络赌博平台；在中国境内成立资产管理公司为赌客用资产换取赌博筹码提供服务，协助客户进行跨境资金兑付，追索赌债；利用境内地下钱庄等第三方为赌客提供赌资支付结算。此外，周焯华等人还通过中国境内技术公司提供赌客管理、资金结算、车辆服务等技术支持；在中国境内设立公司为中国公民赴境外赌博提供车辆接送服务等，组织中国公民赴境外太阳城赌厅赌博、参与跨境网络赌博。多年来，逐步形成以周焯华为首，以被告人张宁宁、张时秀、钟泽新、赖文涛、庞克训等多人为骨干，被告人彭浩、麦国雄等多人为成员，人员固定、层级明确、人数众多的跨境赌博犯罪集团。截至2021年11月，以周焯华为首的跨境赌博犯罪集团实施开设赌场犯罪，共发展股东级代理400余人（其中中国籍283人）、赌博代理6万余人（其中中国籍38307人），发展中国境内赌客会员6万余人。在此次通报中，温州市中院并未提及具体涉案金额，仅提到“涉案金额特别巨大”，严重扰乱了社会管理秩序和市场经济秩序。公诉机关另指控，被告人张宁宁在周焯华指使下，为跨境赌博犯罪集团牟取非法利益，违反国家规定，变相买卖外汇，实施非法经营犯罪，情节特别严重，严重扰乱金融市场秩序。去年11月，温州市公安局发布案情通报称，以犯罪嫌疑人周焯华为首、张宁宁等人为骨干的跨境赌博犯罪集团，涉嫌在中国境内实施开设赌场犯罪行为，情节严重。温州市人民检察院依法对犯罪嫌疑人周焯华批准逮捕。温州警方敦促周焯华尽快投案自首，争取宽大处理。案情通报发布两日后，澳门特区政府司法警察局举行特别新闻发布会，证实已于27日凌晨拘捕一犯罪集团的周某及其余10人。周某等11人对架设海外赌博平台等行为供认不讳。陈荣炼案12月5日开审涉83项罪名继周焯华之后，德晋集团负责人陈荣炼再因涉嫌以犯罪集团经营“赌底面”，诈骗六博企及特区政府，正遭羁押候审。陈荣炼案之所以广受关注，另一原因是其为知名女星安以轩的丈夫。据澳门日报报道，根据初级法院排期，陈案已定于12月5日早上9时45分开审。他被控犯罪集团、在许可地方内不法经营赌博、诈骗、清洗黑钱等83项罪。案件将由法官林炳辉、叶少芬、郑绮雯组成的合议庭负责。涉及九名被告，陈荣炼由葡籍律师高万祺代表。有四间博企提出民事损害赔偿请求。控方案情指出，陈荣炼建立“德晋贵宾会”，至少自2014年起与众被告在各娱乐场经营“赌底面”，内部以“外底”或“星数”为暗号，以约定比例私下接受赌客“台底”投注，将“台面”赌注在“台底”以倍数加大，码佣亦加大两倍。为防避博监局监督和检查，集团会提交虚假财务报表。集团又在澳门经营电话投注“快速电投”、“可视电投”，透过赌博网页及手机应用程序，将在菲律宾等地经营的赌博活动进行直播，让赌客在澳门和内地等不同地点进行电投赌博。2021年11月27日，警方拘捕太阳城集团负责人周焯华，为免“德晋集团”受牵连，陈荣炼于12月将集团结业，并命人将部分文件烧毁，将主要服务器移动硬盘的核心区域钻毁。控诉文件指出，陈约六年来“赌底面”总转码数约349亿港元，至少赚取约15亿港元的不正当利益。","news_type":1,"symbols_score_info":{"830799":1,"830832":1,"830839":1,"830946":1,"830964":1}},"isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910522726,"gmtCreate":1663646751765,"gmtModify":1676537308285,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910522726","repostId":"1138591822","repostType":4,"repost":{"id":"1138591822","kind":"news","pubTimestamp":1663639848,"share":"https://ttm.financial/m/news/1138591822?lang=en_US&edition=fundamental","pubTime":"2022-09-20 10:10","market":"us","language":"zh","title":"Another layoff and another plunge, the golden age of Silicon Valley is coming to an end?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138591822","media":"环球时报","summary":"专家表示，答案很复杂。","content":"<p><html><head></head><body>British \"Guardian\" September 17th article, original title: Is the golden age of Silicon Valley coming to an end? Snapchat's massive layoffs, Meta and Apple's market capitalization plummeting, and other big tech companies pausing hiring, all of which are increasingly highlighting the question: Is the golden age of Silicon Valley coming to an end?</p><p><img src=\"https://static.tigerbbs.com/ba9df0b5aad1bc485562f6aa451a0e26\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Silicon Valley, USA (vision china)</p><p>Experts say the answer is complicated. In recent years, the novel coronavirus pneumonia epidemic has forced most communications to turn to the Internet, and the technology industry has experienced a period of rapid development. Nowadays, that explosion, and the accompanying momentum of high wages and benefits, seem to be slowing down.</p><p>\"In many ways, we are going back to normal after a massive inflation,\" said Margaret O 'Mara, a professor at the University of Washington. In her view, the trend will be exacerbated by the global economic downturn, and the technology community will not be immune.</p><p>In 2022, the Federal Reserve has made three rate hike and may continue to make many rate hike. Previously, the low-interest environment has fueled the rapid development of the technology industry, helping to give birth to a long list of \"unicorns\"-start-ups with a valuation of more than $1 billion. But investors will put cash in a \"much more prudent way\" as interest rates change and \"liquidity dwindles\". \"In times of depression like this, trading will cool down.\"</p><p>From the decline of WeWork to the collapse of Theranos, a once-famous blood test company, a series of eye-catching cautionary stories have inhibited the development of the technology industry. Such stories, coupled with increased scrutiny of the tech industry over the past decade, are shaking the image of Silicon Valley. Even some of the loudest supporters, including former President Barack Obama, seem to have reconsidered their attitudes. Obama used Facebook extensively in the 2008 election and praised the company in his 2011 State of the Union address, but in a recent conversation at Stanford University, he denounced Facebook for spreading disinformation and its role during the election. \"One of the biggest reasons for the weakening of * is a profound change in the way we communicate and consume information,\" he said.</p><p>Today, U.S. lawmakers and federal agencies are also throwing themselves into this battle. With more action from the Federal Trade Commission and legislation on the horizon from Congress, Big Tech companies are facing their biggest hurdle yet. There has also been a general shift in public perception of the tech industry, with 68% of Americans believing tech companies have too much power and influence over the economy-up significantly from 51% in 2018. \"Americans are worried about concentration of power,\" O 'Mara said.</p><p>Experts say the geography of Silicon Valley is also changing. As an all-encompassing term to describe the southern region of San Francisco, Silicon Valley has been cementing itself as an innovation hub for nearly a century.</p><p>Since the U.S. military combat departments began to set up research sites here in 1930s, Silicon Valley has gradually emerged as a technology center, and this trend has continued to the private sector in the following decades. But the technology industry is expanding far beyond the California Bay Area, and the epidemic has accelerated this trend. In 2021, Tesla moved its headquarters to Austin, Texas, after other tech companies such as Oracle and Hewlett-Packard took similar steps.</p><p>Despite the growing obstacles, \"Silicon Valley remains extremely dynamic.\" It \"went through multiple cycles\", including the depression of 2001 and 2008, but recovered from it every time. O 'Mara said: \"It has lasting appeal and unique qualities that are hard to replicate. This may be the end of an era of Silicon Valley, but it is unlikely to be the end of Silicon Valley.\" (by Cary Paul, translated by Ding Ding)</p><p></body></html></p>","source":"lsy1568628563230","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Another layoff and another plunge, the golden age of Silicon Valley is coming to an end?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnother layoff and another plunge, the golden age of Silicon Valley is coming to an end?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球时报</strong><span class=\"h-time small\">2022-09-20 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>British \"Guardian\" September 17th article, original title: Is the golden age of Silicon Valley coming to an end? Snapchat's massive layoffs, Meta and Apple's market capitalization plummeting, and other big tech companies pausing hiring, all of which are increasingly highlighting the question: Is the golden age of Silicon Valley coming to an end?</p><p><img src=\"https://static.tigerbbs.com/ba9df0b5aad1bc485562f6aa451a0e26\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/>Silicon Valley, USA (vision china)</p><p>Experts say the answer is complicated. In recent years, the novel coronavirus pneumonia epidemic has forced most communications to turn to the Internet, and the technology industry has experienced a period of rapid development. Nowadays, that explosion, and the accompanying momentum of high wages and benefits, seem to be slowing down.</p><p>\"In many ways, we are going back to normal after a massive inflation,\" said Margaret O 'Mara, a professor at the University of Washington. In her view, the trend will be exacerbated by the global economic downturn, and the technology community will not be immune.</p><p>In 2022, the Federal Reserve has made three rate hike and may continue to make many rate hike. Previously, the low-interest environment has fueled the rapid development of the technology industry, helping to give birth to a long list of \"unicorns\"-start-ups with a valuation of more than $1 billion. But investors will put cash in a \"much more prudent way\" as interest rates change and \"liquidity dwindles\". \"In times of depression like this, trading will cool down.\"</p><p>From the decline of WeWork to the collapse of Theranos, a once-famous blood test company, a series of eye-catching cautionary stories have inhibited the development of the technology industry. Such stories, coupled with increased scrutiny of the tech industry over the past decade, are shaking the image of Silicon Valley. Even some of the loudest supporters, including former President Barack Obama, seem to have reconsidered their attitudes. Obama used Facebook extensively in the 2008 election and praised the company in his 2011 State of the Union address, but in a recent conversation at Stanford University, he denounced Facebook for spreading disinformation and its role during the election. \"One of the biggest reasons for the weakening of * is a profound change in the way we communicate and consume information,\" he said.</p><p>Today, U.S. lawmakers and federal agencies are also throwing themselves into this battle. With more action from the Federal Trade Commission and legislation on the horizon from Congress, Big Tech companies are facing their biggest hurdle yet. There has also been a general shift in public perception of the tech industry, with 68% of Americans believing tech companies have too much power and influence over the economy-up significantly from 51% in 2018. \"Americans are worried about concentration of power,\" O 'Mara said.</p><p>Experts say the geography of Silicon Valley is also changing. As an all-encompassing term to describe the southern region of San Francisco, Silicon Valley has been cementing itself as an innovation hub for nearly a century.</p><p>Since the U.S. military combat departments began to set up research sites here in 1930s, Silicon Valley has gradually emerged as a technology center, and this trend has continued to the private sector in the following decades. But the technology industry is expanding far beyond the California Bay Area, and the epidemic has accelerated this trend. In 2021, Tesla moved its headquarters to Austin, Texas, after other tech companies such as Oracle and Hewlett-Packard took similar steps.</p><p>Despite the growing obstacles, \"Silicon Valley remains extremely dynamic.\" It \"went through multiple cycles\", including the depression of 2001 and 2008, but recovered from it every time. O 'Mara said: \"It has lasting appeal and unique qualities that are hard to replicate. This may be the end of an era of Silicon Valley, but it is unlikely to be the end of Silicon Valley.\" (by Cary Paul, translated by Ding Ding)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://world.huanqiu.com/article/49ixsozz9z6\">环球时报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c418091c12b5b0ac3986768ff9e2488d","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://world.huanqiu.com/article/49ixsozz9z6","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138591822","content_text":"英国《卫报》9月17日文章，原题：硅谷的黄金时代即将结束？ Snapchat大规模裁员，Meta和苹果市值暴跌，其他大型科技公司暂停招聘，所有这些都在日益凸显一个问题：硅谷的黄金时代是否即将结束？美国硅谷（视觉中国）专家表示，答案很复杂。近年来，新冠肺炎疫情迫使大部分交流转向互联网，科技行业也因此经历了一段时期的迅猛发展。如今，那种爆炸式发展，以及随之而来的高工资和高福利势头似乎都在放缓。华盛顿大学教授玛格丽特·奥玛拉说：“从许多方面来看，我们都是在经历一次大规模膨胀后又回归正常。”在她看来，该趋势将因为全球经济低迷而加剧，科技界也无法幸免。2022年，美联储已加息三次，且可能继续多次加息。此前的低息环境曾助长科技行业迅猛发展，帮助催生出一长串“独角兽”——估值超过10亿美元的初创企业。但随着利息变化和“流动资金减少”，投资者将以“审慎得多的方式”投放现金。“在这样的萧条时期，交易将会降温。”从WeWork的衰落到曾声名鹊起的血检公司Theranos的崩溃，一系列扎眼的警世故事抑制了科技行业的发展。此类故事再加上过去十年来对科技行业的审查加强，都在动摇硅谷形象。甚至一些嗓门最响亮的支持者，包括前总统奥巴马等，似乎也重新考虑其态度。奥巴马在2008年大选中曾广泛使用脸书，并在2011年的国情咨文中赞扬该公司，但最近在斯坦福大学的谈话中，他却谴责脸书传播假信息以及其在选举期间所扮演的角色。奥巴马说：“民主削弱的最大原因之一，是我们沟通和消费信息的方式发生了深刻变化。”如今，美国议员和联邦机构也投入到这场战斗中。随着美国联邦贸易委员会采取更多行动以及国会即将出台相关立法，大型科技公司正面临迄今为止最大的障碍。公众对科技行业的看法也普遍发生变化，68%的美国人认为科技公司对经济拥有太多权力和影响力——明显高于2018年的51%。奥玛拉说：“美国人担心权力集中。”专家们表示，硅谷的地理环境也在变化。作为描述旧金山南部区域的一个包罗万象的术语，近一个世纪以来，硅谷一直在巩固自身作为创新中心的地位。从上世纪30年代美军作战部门开始在这里设立研究站点起，硅谷就逐渐崛起为一个技术中心，该趋势又在此后几十年里延续到私营行业。但科技行业的扩张范围远超加州湾区，且疫情加快该趋势。2021年，特斯拉将其总部迁至得州奥斯汀，此前甲骨文和惠普等其他科技企业也采取类似措施。尽管面临越来越多的障碍，但“硅谷仍极具活力”。它“经历多个周期”，包括2001年和2008年的消沉，但每次都从中复苏。奥玛拉表示：“这里拥有难以复制的持久吸引力和独特品质。这或许是一个硅谷时代的终结，但不太可能是硅谷的终结。”（作者卡里·保罗，丁玎译）","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820989,"gmtCreate":1663396999942,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820989","repostId":"2268640391","repostType":4,"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937820024,"gmtCreate":1663396988068,"gmtModify":1676537265658,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937820024","repostId":"2267694942","repostType":4,"repost":{"id":"2267694942","kind":"highlight","pubTimestamp":1663396068,"share":"https://ttm.financial/m/news/2267694942?lang=en_US&edition=fundamental","pubTime":"2022-09-17 14:27","market":"sh","language":"zh","title":"After CXO plummeted, the suffering and differentiation of medical fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=2267694942","media":"Wind资讯","summary":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登","content":"<p><html><head></head><body><b></b>After the CXO track plummeted, a pharmaceutical fund manager of a medium and large fund company encountered fierce questions from channel parties and holders during an online roadshow, resulting in the original 90-minute roadshow having to end in a hurry when it was about 45 minutes.</p><p>The fuse of this incident was an executive order signed by US President Biden on September 12, which aims to promote American manufacturing in the pharmaceutical industry and industries such as agriculture, plastics and energy.</p><p>As soon as the news came out, A-share and H-share CXO concept stocks opened on the 13th and ushered in a sharp drop. The A-share CXO leader<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/002821\">Asymchem</a>Down limit, Hong Kong stocks<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Down nearly 20%...</p><p>Affected by this, the net value of pharmaceutical theme funds also suffered a sharp blow. As of September 16, fund products with \"medicine\" or \"medical\" in the fund name have fallen almost across the board since September 13. More including SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a><a href=\"https://laohu8.com/S/002173\">Innovative medical care</a>, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, GF Medical and Health and many other pharmaceutical-themed funds fell nearly 5% in a single day on September 13.</p><p>After the decline, some fund managers said that due to the impact of overseas policies, their current attitude towards the CXO field is still cautious. However, some fund managers said that in the long run, the value of low-level allocation is prominent.</p><p><b>Encounter \"black swan\"</b></p><p>On September 12th, while people were still celebrating the Mid-Autumn Festival holiday, a piece of news from the United States made medical fund managers and researchers began to worry.</p><p>On September 12, local time, US President Biden signed an executive order to launch the National Biotechnology and Biomanufacturing Initiative.</p><p>It is pointed out that biomanufacturing (mainly synthetic biology and other controlled microorganisms to produce special chemicals and compounds, which are used to create plastics, fuels, materials and medicines, etc.) will become an important part of industry in the future, and may reach 30 trillion dollars within ten years. With an output value of US $trillion, the US biomanufacturing industry is currently over-dependent on the supply chains of other countries.</p><p>The initiative is expected to accelerate biotechnology innovation and develop the U.S. bioeconomy in agriculture, energy, medicine and other fields.</p><p>According to the news, the A-share and H-share CXO concept sectors ushered in a sharp drop on September 13. As of the close of the day, the A-share CXO leader<a href=\"https://laohu8.com/S/603259\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/06821\">Asymchem</a>Down the limit,<a href=\"https://laohu8.com/S/300759\">Pharmaron Chemical</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300363\">Porton shares</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/300347\">Tigermed</a>Fell more than 7%; Hong Kong stock WuXi Biologics fell nearly 20%,<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>Fell nearly 17%, Asymchem fell more than 12%,<a href=\"https://laohu8.com/S/03347\">Tigermed</a>Fell more than 9%,<a href=\"https://laohu8.com/S/03759\">Pharmaron Chemical</a>Fell more than 14%.</p><p>Immediately, a number of listed companies related to the CXO concept responded to the outside world. A related person from WuXi AppTec said that the company is concerned about this information, and the company's business and operations are currently normal. Tigermed responded that from the public information, (the policy) is mainly aimed at CDMO biosynthetic manufacturing. \"We have not seen the potential impact of (the policy) on our company for the time being.\"</p><p>CXO is commonly known as the pharmaceutical outsourcing industry chain, and the pharmaceutical industry chain is divided into R&D, production and sales. All three can be realized externally, among which R&D outsourcing is CRO, production outsourcing is CMO or CDMO, and sales outsourcing is CSO. In the industry, CXO also generally refers to companies engaged in pharmaceutical outsourcing business.</p><p>Although many companies stated that the policy has not had a substantial impact on the company at present, for pharmaceutical fund managers, this news has caused a \"critical blow\" to the net value of the funds under management.</p><p>According to incomplete statistics from wind data, on September 13, almost all 149 funds with \"medicine\" or \"medical care\" in their fund names \"fell\". Among them, SDIC UBS Innovative Medical, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, and GF Medical Health had the largest declines that day, falling by 4.96%, 4.93%, and 4.90% respectively.</p><p>It is precisely because of the recent sharp shock that a medical fund manager had no choice but to close comments during the recent roadshow exchange with the channel, and shortened the roadshow time...</p><p><b>Once the \"life-saving straw\"</b></p><p>In fact, in recent years, CXO has gradually become the main position for pharmaceutical fund managers to hold positions.</p><p>The reporter learned that with the development and changes in the pharmaceutical field in recent years, the holding style of pharmaceutical fund managers has gradually changed from \"generic drugs-raw materials-innovative drugs-medical devices-medical services-CXO\". The change began to intensify in the second half of 2021.</p><p>The reason is that a pharmaceutical fund manager in Beijing revealed to reporters that in recent years, including centralized procurement and medical insurance negotiations, the prices of generic drugs and innovative drugs have been severely suppressed, so that the prices of many drugs have been reduced by more than 50%, and the stock prices of many related companies have also undergone long-term and substantial adjustments.</p><p>Just as the entire pharmaceutical industry continued to adjust and fluctuate, CXO represented by WuXi AppTec suddenly emerged and continued to rise. Pharmaceutical fund managers who saw the opportunity seemed to have found a \"life-saving straw\" and seized it firmly.</p><p>Nowadays, this phenomenon is nicknamed \"CXO content\" in the industry.</p><p>From the perspective of the rearview mirror, the end of 2020 is a good opportunity to deploy CXO. At that time, fund managers Zhao Bei and Tan Donghan of ICBC Credit Suisse Fund, and Tan Xiaobing of Great Wall Fund gradually adjusted the top ten holdings of some of the funds they managed to CXO concept stocks in the second half of 2020.</p><p>Because of this, since 2020, even if the overall trend of the entire pharmaceutical industry is relatively sluggish, Zhao Bei's ICBC Credit Suisse Frontier Medical, Xie Wei's<a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Many pharmaceutical-themed funds such as Medical Reform and Tan Donghan's ICBC Credit Suisse Medical Health once doubled, and so far they have still created returns of more than 50%.</p><p>However, with the sudden arrival of overseas \"black swan\" events, funds with higher \"CXO content\" have also made sharp corrections.</p><p><b>Lighten up positions in advance</b></p><p>However, among the funds with high \"CXO content\" counted by reporters, some funds only showed a slight decline on September 13, and some funds even achieved \"a little red in the green bush\".</p><p>For example, Qianhai Kaiyuan Traditional Chinese Medicine Research Select rose by 0.66% on September 13, and Penghua Pharmaceutical Technology rose by 0.38% on the same day. In addition, Penghua Healthcare managed by Lang Chao and CCB High-end Medical managed by Pan Longling showed a slight decline that day, with declines of 0.10% and 0.55% respectively.</p><p>Judging from the interim report, the above-mentioned fund managers are more likely to lighten up their positions in CXO in advance.</p><p>For example, Jin Xiaofei, manager of Penghua Pharmaceutical Technology Fund, said in the semi-annual report that structurally, he is optimistic about the beginning of a new pharmaceutical cycle. Although CXO has undergone relatively large adjustments, he will still be cautious about this group sector in the future, and funds will continue to come out from CXO to re-balance dynamically in various pharmaceutical sub-sectors.</p><p>In fact, Jin Xiaofei reduced his position in the CXO sector in the fourth quarter of last year. He stated in the 2021 quarterly report that we cashed in most of our CXO assets at a high level in the fourth quarter.</p><p>Coincidentally, Pan Longling, manager of CCB's high-end medical fund, also lightened up CXO positions in the fourth quarter of last year. She stated in last year's quarterly report that she deployed sub-sectors such as pharmaceutical equipment, ready-for-use traditional Chinese medicine, medical services, and traditional Chinese medicine consumer goods, reducing the number of innovative pharmaceutical industrial chain (CXO), medical services, high-value consumables, and medical devices.</p><p>As for the negative and sharp decline of CXO, how do fund managers view the investment pattern of the pharmaceutical track?</p><p>A pharmaceutical fund manager in South China admitted that his current attitude towards the CXO field is cautious. The reason is that the products of Chinese CXO companies listed in the United States will be restricted by the clinical approval policy of the United States, which will greatly increase the time cost, economic cost, and scientific cost.</p><p>Lu Na, manager of Hang Seng Qianhai Consumption Upgrade Mixed Fund, believes that the domestic CXO industry is particularly dependent on American customers. Since more than 75% of the income of domestic CXO companies comes from overseas, they are highly sensitive to geopolicies, this administrative order has caused the market to be negative about the medium-and long-term prosperity of companies, which further affects the valuation of related companies. Therefore, the market chooses to sell relevant targets in a panic and pessimistic mood to avoid risks.</p><p>Looking forward to the future, Luna further stated that the performance of my country's CXO industry in the first half of the year was relatively brilliant, with sufficient corporate orders, and rapid growth in fixed assets and projects under construction, which reflects from the side that the industry's high prosperity cycle continues, and performance is expected to continue to grow rapidly. After nearly two years of valuation digestion of the CXO sector, the overall valuation has returned to a more reasonable range, and the value of low allocation is highlighted in the long run.</p><p>TEDA Manulife Fund stated that the current pharmaceutical investment in the primary market is still hot. Against the background of corporate personnel recruitment and continuous increase in CAPEX (capital expenditure), the CXO sector will still maintain a high degree of prosperity.</p><p>\"Under the background of accelerated iteration of industrial technology, continuous strengthening of capital support, and continuous advancement of medical reform,<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>Only by constantly innovating and upgrading can enterprises stand out in the increasingly fierce competition. When making investment decisions, investors can not only focus on the first-line leaders, but also look for \"specialized, special and new\" small leaders in various subdivisions from bottom to top. \" TEDA Manulife Fund further believes that.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>The research report believes that the construction cycle of biomanufacturing capacity is relatively long, from civil engineering to subsequent production system construction and regulatory agency certification as long as 3-5 years. Considering that the specific policy details and support plans are not yet clear, and the infrastructure construction cycle in the United States is long, it may take more than 5 years after the executive order is implemented, which may have a substantial impact on the existing domestic biomanufacturing industrial system.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After CXO plummeted, the suffering and differentiation of medical fund managers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter CXO plummeted, the suffering and differentiation of medical fund managers\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-17 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b></b>After the CXO track plummeted, a pharmaceutical fund manager of a medium and large fund company encountered fierce questions from channel parties and holders during an online roadshow, resulting in the original 90-minute roadshow having to end in a hurry when it was about 45 minutes.</p><p>The fuse of this incident was an executive order signed by US President Biden on September 12, which aims to promote American manufacturing in the pharmaceutical industry and industries such as agriculture, plastics and energy.</p><p>As soon as the news came out, A-share and H-share CXO concept stocks opened on the 13th and ushered in a sharp drop. The A-share CXO leader<a href=\"https://laohu8.com/S/WX\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/002821\">Asymchem</a>Down limit, Hong Kong stocks<a href=\"https://laohu8.com/S/02269\">WuXi Biologics</a>Down nearly 20%...</p><p>Affected by this, the net value of pharmaceutical theme funds also suffered a sharp blow. As of September 16, fund products with \"medicine\" or \"medical\" in the fund name have fallen almost across the board since September 13. More including SDIC<a href=\"https://laohu8.com/S/UBS\">UBS</a><a href=\"https://laohu8.com/S/002173\">Innovative medical care</a>, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, GF Medical and Health and many other pharmaceutical-themed funds fell nearly 5% in a single day on September 13.</p><p>After the decline, some fund managers said that due to the impact of overseas policies, their current attitude towards the CXO field is still cautious. However, some fund managers said that in the long run, the value of low-level allocation is prominent.</p><p><b>Encounter \"black swan\"</b></p><p>On September 12th, while people were still celebrating the Mid-Autumn Festival holiday, a piece of news from the United States made medical fund managers and researchers began to worry.</p><p>On September 12, local time, US President Biden signed an executive order to launch the National Biotechnology and Biomanufacturing Initiative.</p><p>It is pointed out that biomanufacturing (mainly synthetic biology and other controlled microorganisms to produce special chemicals and compounds, which are used to create plastics, fuels, materials and medicines, etc.) will become an important part of industry in the future, and may reach 30 trillion dollars within ten years. With an output value of US $trillion, the US biomanufacturing industry is currently over-dependent on the supply chains of other countries.</p><p>The initiative is expected to accelerate biotechnology innovation and develop the U.S. bioeconomy in agriculture, energy, medicine and other fields.</p><p>According to the news, the A-share and H-share CXO concept sectors ushered in a sharp drop on September 13. As of the close of the day, the A-share CXO leader<a href=\"https://laohu8.com/S/603259\">WuXi AppTec</a>And<a href=\"https://laohu8.com/S/06821\">Asymchem</a>Down the limit,<a href=\"https://laohu8.com/S/300759\">Pharmaron Chemical</a>Fell more than 13%,<a href=\"https://laohu8.com/S/300363\">Porton shares</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/300347\">Tigermed</a>Fell more than 7%; Hong Kong stock WuXi Biologics fell nearly 20%,<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>Fell nearly 17%, Asymchem fell more than 12%,<a href=\"https://laohu8.com/S/03347\">Tigermed</a>Fell more than 9%,<a href=\"https://laohu8.com/S/03759\">Pharmaron Chemical</a>Fell more than 14%.</p><p>Immediately, a number of listed companies related to the CXO concept responded to the outside world. A related person from WuXi AppTec said that the company is concerned about this information, and the company's business and operations are currently normal. Tigermed responded that from the public information, (the policy) is mainly aimed at CDMO biosynthetic manufacturing. \"We have not seen the potential impact of (the policy) on our company for the time being.\"</p><p>CXO is commonly known as the pharmaceutical outsourcing industry chain, and the pharmaceutical industry chain is divided into R&D, production and sales. All three can be realized externally, among which R&D outsourcing is CRO, production outsourcing is CMO or CDMO, and sales outsourcing is CSO. In the industry, CXO also generally refers to companies engaged in pharmaceutical outsourcing business.</p><p>Although many companies stated that the policy has not had a substantial impact on the company at present, for pharmaceutical fund managers, this news has caused a \"critical blow\" to the net value of the funds under management.</p><p>According to incomplete statistics from wind data, on September 13, almost all 149 funds with \"medicine\" or \"medical care\" in their fund names \"fell\". Among them, SDIC UBS Innovative Medical, GF Shanghai-Hong Kong-Shenzhen Pharmaceuticals, and GF Medical Health had the largest declines that day, falling by 4.96%, 4.93%, and 4.90% respectively.</p><p>It is precisely because of the recent sharp shock that a medical fund manager had no choice but to close comments during the recent roadshow exchange with the channel, and shortened the roadshow time...</p><p><b>Once the \"life-saving straw\"</b></p><p>In fact, in recent years, CXO has gradually become the main position for pharmaceutical fund managers to hold positions.</p><p>The reporter learned that with the development and changes in the pharmaceutical field in recent years, the holding style of pharmaceutical fund managers has gradually changed from \"generic drugs-raw materials-innovative drugs-medical devices-medical services-CXO\". The change began to intensify in the second half of 2021.</p><p>The reason is that a pharmaceutical fund manager in Beijing revealed to reporters that in recent years, including centralized procurement and medical insurance negotiations, the prices of generic drugs and innovative drugs have been severely suppressed, so that the prices of many drugs have been reduced by more than 50%, and the stock prices of many related companies have also undergone long-term and substantial adjustments.</p><p>Just as the entire pharmaceutical industry continued to adjust and fluctuate, CXO represented by WuXi AppTec suddenly emerged and continued to rise. Pharmaceutical fund managers who saw the opportunity seemed to have found a \"life-saving straw\" and seized it firmly.</p><p>Nowadays, this phenomenon is nicknamed \"CXO content\" in the industry.</p><p>From the perspective of the rearview mirror, the end of 2020 is a good opportunity to deploy CXO. At that time, fund managers Zhao Bei and Tan Donghan of ICBC Credit Suisse Fund, and Tan Xiaobing of Great Wall Fund gradually adjusted the top ten holdings of some of the funds they managed to CXO concept stocks in the second half of 2020.</p><p>Because of this, since 2020, even if the overall trend of the entire pharmaceutical industry is relatively sluggish, Zhao Bei's ICBC Credit Suisse Frontier Medical, Xie Wei's<a href=\"https://laohu8.com/S/601066\">China Securities Investment</a>Many pharmaceutical-themed funds such as Medical Reform and Tan Donghan's ICBC Credit Suisse Medical Health once doubled, and so far they have still created returns of more than 50%.</p><p>However, with the sudden arrival of overseas \"black swan\" events, funds with higher \"CXO content\" have also made sharp corrections.</p><p><b>Lighten up positions in advance</b></p><p>However, among the funds with high \"CXO content\" counted by reporters, some funds only showed a slight decline on September 13, and some funds even achieved \"a little red in the green bush\".</p><p>For example, Qianhai Kaiyuan Traditional Chinese Medicine Research Select rose by 0.66% on September 13, and Penghua Pharmaceutical Technology rose by 0.38% on the same day. In addition, Penghua Healthcare managed by Lang Chao and CCB High-end Medical managed by Pan Longling showed a slight decline that day, with declines of 0.10% and 0.55% respectively.</p><p>Judging from the interim report, the above-mentioned fund managers are more likely to lighten up their positions in CXO in advance.</p><p>For example, Jin Xiaofei, manager of Penghua Pharmaceutical Technology Fund, said in the semi-annual report that structurally, he is optimistic about the beginning of a new pharmaceutical cycle. Although CXO has undergone relatively large adjustments, he will still be cautious about this group sector in the future, and funds will continue to come out from CXO to re-balance dynamically in various pharmaceutical sub-sectors.</p><p>In fact, Jin Xiaofei reduced his position in the CXO sector in the fourth quarter of last year. He stated in the 2021 quarterly report that we cashed in most of our CXO assets at a high level in the fourth quarter.</p><p>Coincidentally, Pan Longling, manager of CCB's high-end medical fund, also lightened up CXO positions in the fourth quarter of last year. She stated in last year's quarterly report that she deployed sub-sectors such as pharmaceutical equipment, ready-for-use traditional Chinese medicine, medical services, and traditional Chinese medicine consumer goods, reducing the number of innovative pharmaceutical industrial chain (CXO), medical services, high-value consumables, and medical devices.</p><p>As for the negative and sharp decline of CXO, how do fund managers view the investment pattern of the pharmaceutical track?</p><p>A pharmaceutical fund manager in South China admitted that his current attitude towards the CXO field is cautious. The reason is that the products of Chinese CXO companies listed in the United States will be restricted by the clinical approval policy of the United States, which will greatly increase the time cost, economic cost, and scientific cost.</p><p>Lu Na, manager of Hang Seng Qianhai Consumption Upgrade Mixed Fund, believes that the domestic CXO industry is particularly dependent on American customers. Since more than 75% of the income of domestic CXO companies comes from overseas, they are highly sensitive to geopolicies, this administrative order has caused the market to be negative about the medium-and long-term prosperity of companies, which further affects the valuation of related companies. Therefore, the market chooses to sell relevant targets in a panic and pessimistic mood to avoid risks.</p><p>Looking forward to the future, Luna further stated that the performance of my country's CXO industry in the first half of the year was relatively brilliant, with sufficient corporate orders, and rapid growth in fixed assets and projects under construction, which reflects from the side that the industry's high prosperity cycle continues, and performance is expected to continue to grow rapidly. After nearly two years of valuation digestion of the CXO sector, the overall valuation has returned to a more reasonable range, and the value of low allocation is highlighted in the long run.</p><p>TEDA Manulife Fund stated that the current pharmaceutical investment in the primary market is still hot. Against the background of corporate personnel recruitment and continuous increase in CAPEX (capital expenditure), the CXO sector will still maintain a high degree of prosperity.</p><p>\"Under the background of accelerated iteration of industrial technology, continuous strengthening of capital support, and continuous advancement of medical reform,<a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>Only by constantly innovating and upgrading can enterprises stand out in the increasingly fierce competition. When making investment decisions, investors can not only focus on the first-line leaders, but also look for \"specialized, special and new\" small leaders in various subdivisions from bottom to top. \" TEDA Manulife Fund further believes that.</p><p><a href=\"https://laohu8.com/S/601688\">Huatai Securities</a>The research report believes that the construction cycle of biomanufacturing capacity is relatively long, from civil engineering to subsequent production system construction and regulatory agency certification as long as 3-5 years. Considering that the specific policy details and support plans are not yet clear, and the infrastructure construction cycle in the United States is long, it may take more than 5 years after the executive order is implemented, which may have a substantial impact on the existing domestic biomanufacturing industrial system.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb4be1ff4aaa40ac88564f80f173158e","relate_stocks":{"300363":"博腾股份"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?lan=zh&device=ios&terminaltype=wwt.m&version=8.2.1#/BC7BDAE6B4CF028F0784E2F74E8A0051&code=B9EA1B4C361D&share=wechat","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267694942","content_text":"CXO赛道暴跌后，一家中大型基金公司旗下医药基金经理线上路演时，遭遇来自渠道方及持有人的激烈提问，导致原本90分钟的路演不得不在进行到45分钟左右时匆匆结束。这一事件的导火索，是9月12日美国总统拜登签署的一项行政命令，该命令旨在促进制药业以及农业、塑料和能源等行业的美国制造。消息一出，13日开盘A股和H股CXO概念股便迎来了大跌，A股CXO龙头药明康德和凯莱英跌停，港股药明生物跌近20%……受此影响，医药主题基金的净值亦遭遇大幅打击。截至9月16日，带有基金名称中带有“医药”或“医疗”的基金产品自9月13日以来几乎全线下跌。更有包括国投瑞银创新医疗、广发沪港深医药、广发医疗健康等多只医药主题基金9月13日单日大跌近5%。杀跌之后，部分基金经理表示，受海外政策影响，目前对CXO领域态度依旧偏谨慎。不过也有基金经理表示，长期来看低位配置价值凸显。遭遇“黑天鹅”9月12日，当人们还在欢度中秋假期时，一则来自美国的消息让医药基金经理和研究员们开始担忧起来。当地时间9月12日，美国总统拜登签署了一项行政命令，启动国家生物技术和生物制造倡议。其中指出，生物制造（主要为合成生物学等控制微生物制造特殊的化学物质和化合物，用于打造塑料、燃料、材料和药品等）未来将成为工业的重要组成部分，在十年内或可达到30万亿美元产值，而目前美国生物制造业正过度依赖于其他国家的供应链。该倡议预计或将加速生物技术创新，在农业、能源、医药等领域发展美国的生物经济。消息传来，9月13日A股、H股CXO概念板块便迎来大跌，截至当天收盘，A股CXO龙头药明康德和凯莱英跌停，康龙化成跌超13%，博腾股份跌近10%，泰格医药跌超7%；港股药明生物跌近20%，药明康德跌近17%，凯莱英跌超12%，泰格医药跌超9%，康龙化成跌超14%。随即，多家CXO概念相关上市公司对外回应。药明康德相关人士表示，公司关注到该信息，目前公司业务和运营一切正常。泰格医药回应称，从公开消息看，（该政策）主要是针对CDMO生物合成制造方面，“暂时没有看出（该政策）对我们公司会有潜在的影响。”CXO，俗称医药外包产业链，而医药产业链又分为研发、生产、销售。这三者均可实现外部，其中，研发外包为CRO,生产外包为CMO或CDMO，销售外包为CSO。在业内，CXO也泛指做医药外包业务的公司。虽然多家公司表示该政策目前未对公司造成实质影响，但对于医药基金经理来说，这一消息对所管理的基金净值来说却造成了“暴击”。根据wind数据不完全统计发现，9月13日当天，在基金名称中带有“医药”或“医疗”的149只基金几乎全部“沦陷”。其中国投瑞银创新医疗、广发沪港深医药、广发医疗健康当日跌幅最大，分别下跌4.96%、4.93%和4.90%。正是由于近期的大幅震荡，一位医药基金经理在近日与渠道的路演交流中不得已关闭评论，并缩短了路演时间……曾经的“救命稻草”事实上，近年来，CXO逐步成为了医药基金经理持仓的主要阵地。记者了解到，随着近年来医药领域的发展与变化，医药基金经理们的持仓风格逐渐从“仿制药--原料药--创新药--医疗器械--医疗服务--CXO”，这一变化在2021年下半年开始愈演愈烈。究其原因，北京一位医药基金经理对记者透露，近几年包括集采、医保谈判，对仿制药、创新药等的价格打压比较严重，以至于很多药品降价幅度超过了50%，很多相关企业的股价也经历了长时间大幅度的调整。就在医药全行业持续调整震荡时，以药明康德为代表的CXO异军突起，持续拉升，看到机会的医药基金经理们好像找到了“救命稻草”一样牢牢抓住。如今这一现象被业内戏称为“含CXO量”。后视镜视角来看，2020年底则是布局CXO的好机会。彼时，工银瑞信基金旗下基金经理赵蓓、谭冬寒、长城基金的谭小兵等均在2020年下半年便将所管理的部分基金前十大重仓股逐步调成CXO概念股。正因如此，2020年至今，即便医药全行业整体走势较为低迷之下，赵蓓的工银瑞信前沿医疗、谢玮的中信建投医改、谭冬寒的工银瑞信医疗健康等多只医药主题基金曾一度实现翻倍，截至目前依然创造了超过50%的回报。然而，随着海外“黑天鹅”事件的突然降临，“含CXO量”较高的基金也纷纷大幅回调。提前减仓不过，在记者统计的“含CXO量”较高的基金中，有部分基金在9月13日当天，仅呈现微跌状态，甚至部分基金实现了“万绿丛中一点红”。例如，前海开源中药研究精选9月13日日涨幅为0.66%、鹏华医药科技同一天涨幅为0.38%。此外，郎超管理的鹏华医疗保健及潘龙玲管理的建信高端医疗当日呈现微跌状态，跌幅分别为0.10%和0.55%。而从中报来看，上述基金经理提前减仓CXO的可能性较大。例如，鹏华医药科技基金经理金笑非在半年报报中表示，结构上，看好医药新周期的开始，CXO虽然有比较大的调整，但未来仍对这个抱团的板块比较谨慎，资金会从CXO里不断出来，重新在医药各个细分行业里动态平衡。事实上，金笑非在去年四季度时便对CXO板块进行了减仓操作，其在2021年四季报中表示，四季度我们在高位兑现了大部分的CXO资产。无独有偶，建信高端医疗基金经理潘龙玲也在去年四季度对CXO进行了减仓操作，其在去年四季报中表示，布局了制药装备、中成药、医疗服务、中药消费品等子板块，减少了创新药产业链（CXO）、医疗服务、高值耗材、医疗器械方面的配置。而对于CXO利空和大幅杀跌后，基金经理如何看待医药赛道的投资格局？华南一位医药基金经理坦言，目前对CXO领域的态度偏谨慎。原因在于中国CXO企业的产品在美国上市会受美国临床审批政策的限制，从而导致时间成本，经济成本，科学成本大大增加。恒生前海消费升级混合基金经理鲁娜认为，国内CXO行业对美国客户尤其依赖，由于国内CXO企业的收入75%以上来自海外，对地缘政策敏感度较高，该项行政命令导致市场对企业中长期景气度不乐观，进一步影响相关公司的估值评估，因此市场在较为恐慌且悲观的情绪下选择卖出相关标的以回避风险。展望未来，鲁娜进一步表示，我国CXO行业上半年业绩较为靓丽，企业订单充足，固定资产和在建工程仍保持高速增长，从侧面体现行业高景气度周期持续，业绩有望持续高增。CXO板块经过近两年的估值消化，整体估值已回归较为合理的区间，从长期看低位配置价值凸显。泰达宏利基金表示，当前一级市场医药投资依旧火爆，在企业人员招聘和CAPEX（资本性支出）持续增加的背景下，CXO板块依旧会维持较高的景气度。“在产业技术加速迭代、资本支持持续强化、医改不断推进的背景下，中国医药企业唯有不断创新、升级，才能在日益激烈的竞争中脱颖而出。在投资决策时，投资者除了重点关注一线龙头外，也可自下而上找寻各细分领域的“专精特新”小龙头。”泰达宏利基金进一步认为。华泰证券研报认为，生物制造产能建设周期较长，从土建到后续的生产体系建设和监管机构认证长达3-5年。考虑到具体政策细节和支持方案尚不明确，美国本土的基础建设周期时间长，行政令落地后或需要5年以上的时间方有可能对国内现有生物制造工业体系产生实质性影响。","news_type":1,"symbols_score_info":{"300363":0.9}},"isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867761,"gmtCreate":1663396962654,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937867761","repostId":"2268640091","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937867497,"gmtCreate":1663396950520,"gmtModify":1676537265650,"author":{"id":"3563848605397531","authorId":"3563848605397531","name":"江海豚","avatar":"https://static.tigerbbs.com/05f3c7f2a482f79f8dd7dcf6ac429e97","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563848605397531","idStr":"3563848605397531"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,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Why First Eagle Investments Continue to Like Alibaba (BABA)","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","text":"$Alibaba(BABA)$ First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Recently, the fund published its second-quarter 2022 investor letter – a copy of which can bedownloaded here. The fund believes that the return to the conditions that prevailed in the aftermath of the Covid-19 swoon—namely, moderate inflation and a very low cost of capital—may be further away than some may think. Global Fund A Shares (without sales charge) posted a return of -10.49% in the second quarter 2022. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.In its Q2 2022 investor letter, First","images":[{"img":"https://community-static.tradeup.com/news/23493ee86fdf0cf98bbe99c05bc43e1b","width":"705","height":"519"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939299176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}