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Iris俊

Iris俊

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2021-06-16

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2022-03-26

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Night Reading | From Graham to Buffett, the pursuit of certainty remains unchanged.

2022-03-21

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This Week's Preview | Earnings reports from Tencent, Xiaomi, Meituan, and others are coming in droves!

2022-02-26

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The Magical Life of an Actor: How Did Zelensky Become President of Ukraine?

2022-01-15

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As the Nasdaq corrects, these undervalued tech stocks are embarking on a "capital-attracting" model.

2022-09-13

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2022-08-11

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2022-07-30

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2022-06-15

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Last Night This Morning | Breaking News Late at Night! The White House suddenly stated that Chinese assets have surged.

2022-03-22

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Night Reading | Munger: Do these things well, and the road to financial freedom is simple.

Go to Tiger App to see more news

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11:47","market":"other","language":"zh","title":"Tesla lowers the starting prices of the Model 3 and Model S/X in the US and launches the new Model Y.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193689379","media":"老虎资讯综合","summary":"4月7日，据特斯拉美国官网：特斯拉将标准续航升级版、高性能版Model3在美国的起售价降低1000美元，售价分别为4.199万美元和5.299万美元。特斯拉美国官网显示，Model S/X起售价下调9","content":"<p><html><head></head><body>On April 7, according to Tesla's US website, Tesla reduced the starting price of the standard range upgraded and high-performance Model 3 in the United States by $1,000, to $41,990 and $52,990 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>Tesla's US website shows that the starting price of the Model S/X has been reduced by 9.5%, and the Model S is now priced at $84,990 (originally priced at $89,990). The Model S Plaid is currently priced at $104,990 (originally $109,990). The Model X is currently priced at $94,990 (originally $99,990); The Model X Plaid is currently priced at $104,990 (originally $109,990).</p><p><strong>Tesla has officially launched a new, lower-priced Model Y in the United States, equipped with an AWD powertrain and priced at $49,990.</strong>The prices of the two existing Model Ys have also been reduced by $2,000. The Model Y LR has been reduced from $54,990 to $52,990; The price of the Model Y P has been reduced from $58,990 to $56,990.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d\" title=\"\" tg-width=\"1889\" tg-height=\"791\"/></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>Tesla lowers the starting prices of the Model 3 and Model S/X in the US and launches the new Model Y.</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\">\nTesla lowers the starting prices of the Model 3 and Model S/X in the US and launches the new Model Y.\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\">2023-04-07 11:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 7, according to Tesla's US website, Tesla reduced the starting price of the standard range upgraded and high-performance Model 3 in the United States by $1,000, to $41,990 and $52,990 respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7895923a3a1158505e7642238c06b305\" title=\"\" tg-width=\"1892\" tg-height=\"785\"/></p><p>Tesla's US website shows that the starting price of the Model S/X has been reduced by 9.5%, and the Model S is now priced at $84,990 (originally priced at $89,990). The Model S Plaid is currently priced at $104,990 (originally $109,990). The Model X is currently priced at $94,990 (originally $99,990); The Model X Plaid is currently priced at $104,990 (originally $109,990).</p><p><strong>Tesla has officially launched a new, lower-priced Model Y in the United States, equipped with an AWD powertrain and priced at $49,990.</strong>The prices of the two existing Model Ys have also been reduced by $2,000. The Model Y LR has been reduced from $54,990 to $52,990; The price of the Model Y P has been reduced from $58,990 to $56,990.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d\" title=\"\" tg-width=\"1889\" tg-height=\"791\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26e7f07d21403dc109ad63d14d361f8d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193689379","content_text":"4月7日，据特斯拉美国官网：特斯拉将标准续航升级版、高性能版Model3在美国的起售价降低1000美元，售价分别为4.199万美元和5.299万美元。特斯拉美国官网显示，Model S/X起售价下调9.5%，Model S现价84990美元(原价89990美元)；Model S Plaid现价104990美元(原价109990美元)；Model X现价94990美元(原价99990美元)；Model X Plaid现价104990美元(原价109990美元)。特斯拉正式在美国推出了一款价格较低的新型Model Y，配备AWD动力系统，售价49990美元。现有两款Model Y的价格也均下调2000美元。Model Y LR由54990美元下调至52990美元；Model Y P价格由58990美元下调至56990美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928011246,"gmtCreate":1671149520885,"gmtModify":1676538498833,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928011246","repostId":"1139717344","repostType":4,"repost":{"id":"1139717344","kind":"news","pubTimestamp":1671111303,"share":"https://ttm.financial/m/news/1139717344?lang=en_US&edition=fundamental","pubTime":"2022-12-15 21:35","market":"us","language":"zh","title":"Yu Minhong has made shareholders a lot of money this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1139717344","media":"36氪","summary":"最为熟悉的投资标的往往最容易被忽略，它来源于常识又取决于契机。","content":"<p><html><head></head><body>Author: Zhang Ziyi</p><p>The most familiar investment targets are often the easiest to overlook; they come from common sense and depend on the opportunity.</p><p>For investors this year, losses are the norm, and recovering losses is even more difficult. Hong Kong stocks fell by as much as 16%, with personal losses even greater.</p><p>Lin He was an exception; he entered the market at a high price, buying at HK$25 early last year.<a href=\"https://laohu8.com/S/01797\">New Oriental online</a>The stock (of East Buy' parent company) once suffered losses of over 80%, but now it has gained over a million yuan. Same bet<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Another online investor earned more than 20 million yuan with a cost of 4 million yuan.</p><p>\"It's rare to encounter a stock like this in a lifetime; its price increased more than tenfold in just a few months. It made me reflect every day. Most people are always watching from the sidelines, and very few dare to place bets...\" Zhu Sheng, who once tried to \"buy the dip\" at New Oriental Online, said...<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>He concluded.</p><p>As of press time, New Oriental Online's stock price has increased by 705% in the past year, with its share price falling as low as HK$2.84 and rising as high as HK$46.8.</p><p><img src=\"https://static.tigerbbs.com/de6c97a17510781e8ab3fd2a2770aa96\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>For New Oriental Online and its investors, this has been a rollercoaster year, from troughs to peaks. Because of this contrast, several Hong Kong stock investors told 36Kr that New Oriental Online is their most profitable stock this year, not only making up for their investment losses this year, but also generating considerable profits. The lowest returns are in the millions, while the highest are unrealized profits exceeding ten million.</p><p>After all, after the \"double reduction policy\" was implemented in July last year, the businesses of countless education and training institutions vanished in an instant, and New Oriental, which has spanned several cycles in the education industry, was no exception. No one could have predicted that a year later, New Oriental Online's stock price would soar sevenfold due to the huge success of its \"East Buy\" live stream.</p><p>So why is New Oriental Online, a company whose core business has suddenly disappeared, whose stock price has plummeted, and whose future is uncertain, able to allow so many people to seize wealth? Why these investors? Besides their luck in choosing the right targets and their investment courage, how did they overcome the industry downturn and achieve profitability this year?</p><p><b>Is there still hope after a sharp decline to despair?</b></p><p>Perhaps Lin He never imagined that the stock market crash he experienced eight years ago would sow the seeds for him to continue investing in New Oriental Online.</p><p>In January last year, New Oriental Online's stock price was still hovering around HK$20, when Lin He made his first purchase. For the next seven consecutive months, he increased his position every month. “The cost was high when I first bought it, around HK$25, so I would buy New Oriental Online whenever I had money. Seventy to eighty percent of the people who bought stocks with me left...” Lin He said.</p><p>It would be strange if they didn't leave; throughout 2021, New Oriental Online's stock price fell by 81.04%. Lin He, who entered the market at 25 yuan, not only stood at the peak of his stock price, but also faced the reality of investment losses exceeding 80%, requiring a 4-5 times increase to break even.</p><p>Faced with plummeting stock prices, Lin He, who consciously had a strong gambling instinct, stayed behind. \"I started trading stocks in 2015, and I experienced a stock market crash as soon as I entered... I haven't made much money trading Hong Kong stocks in recent years. A 40% to 50% drop is nothing to me...\"</p><p>Ironically, when he invested in New Oriental Online, Lin He, who was in the startup stage, was looking to adjust his investment style from \"bottom-fishing\" to long-term investment, investing in some companies that he considered qualified and in their growth stage. New Oriental Online's young management team was an important reason for his investment. “Their president is about my age. I originally wanted to spend some money to learn how to manage a company from them. If the stock price fell, I would consider it a ‘tuition fee’.”</p><p>Clearly, having paid his \"tuition\" for a long time, he didn't want to \"buy at the bottom\" and became passively \"buy at the bottom\".</p><p>Although the methods of buying at the bottom are different, the underlying logic is similar. Zhu Sheng is a proactive \"bottom-fishing\" entrant. As a We Media blogger, he understands and pays attention to the managers of different companies. The \"moral standards of the management\" and the values of the founders are important criteria for his judgment when investing.</p><p>In the second half of last year, New Oriental Online laid off more than 40,000 employees, leased 1,500 teaching sites, and donated only 80,000 sets of desks and chairs to rural schools... A series of news reports coupled with a falling stock price led Zhu Sheng to decide to enter the market.</p><p>\"I admire Yu Minhong. These news reports show that he is a responsible entrepreneur, unlike those companies that ran away. I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng began buying shares of New Oriental Online between the end of February and March this year. At that time, the company's stock price had already fallen to around HK$4.88 per share. Zhu Sheng bought more than 100,000 shares, spending between HK$500,000 and HK$400,000. Yu Minhong's previous shareholding increase also led him to judge that New Oriental Online's stock price may have bottomed out, and the founder has feelings for and confidence in the company.</p><p>For most Chinese people, Yu Minhong is a well-known entrepreneur created by the times. He and his New Oriental, along with the study abroad craze they created together, are also memorable. \"Learning English\" is an important hallmark of New Oriental, and all of this clearly needs to change after July 2021.</p><p>In less than three months, Yu Minhong has come up with a new development direction for New Oriental's transformation. This path stems from an issue that he has been concerned about and worried about for many years, and it was already evident in the fifth season of \"Thirteen Invitations\". The keyword he mentioned most often was \"rural areas\", and he thought about how to provide short-term but important assistance to rural areas.</p><p>On November 7, 2021, Yu Minhong announced during a live stream that New Oriental plans to establish a large-scale agricultural platform in the future. He and hundreds of teachers will use live-streaming e-commerce to integrate upstream and downstream resources and help...<a href=\"https://laohu8.com/S/000061\">agricultural products</a>Sales enable farmers to transform their careers, encourage young farmers to return to rural areas, and allow more left-behind children to grow up with their parents, thus supporting rural revitalization.</p><p>New Oriental began discussing its transformation into live-streaming e-commerce in September and October last year. Dong Yuhui, who is now very popular, decided to resign after learning that he was going to transform into live-streaming e-commerce. At that time, Sun Dongxu, executive director and CEO of New Oriental Online, persuaded him to stay, saying, \"When things are difficult, believe that the team is united. As we move forward, perhaps we will find a direction.\"</p><p>It is evident that even Sun Dongxu is not so sure whether the path of live-streaming e-commerce is feasible. Even some media outlets are not very optimistic about it. The Economic Daily once published a commentary titled \"New Oriental Should Not Copy Li Jiaqi,\" which stated that \"As one of the leading companies in the after-school education and training industry, New Oriental's transformation is of trendsetting significance. Simply jumping from one quick-money industry to another is probably not the best example.\"</p><p>Amidst much discussion about New Oriental's online transformation, Lin He became one of the earliest fans of the \"East Buy\" live stream. As an investor, he wanted to see how New Oriental's transformation into a live-streaming e-commerce platform would develop.</p><p>To the outside world, any of Yu Minhong's actions will be closely linked to the listed company. To live up to his investors' expectations, Yu Minhong also cast his vote with real money. In mid-November last year, he spent HK$24.99 million in two days to increase his holdings in New Oriental Online by a total of 3.572 million shares, raising his shareholding ratio from 4.63% to 4.98%.</p><p>Yu Minhong's increased shareholding once boosted New Oriental Online's stock price. On November 30 alone, the company's stock price rose by 90.06% in a single day, from the opening price of HK$4.19 per share to HK$8.12 per share. This increase in holdings also strengthened Lin He's confidence in continuing to hold the stock.</p><p>Even when he first watched East Buy, he wasn't sure. \"I didn't understand the path of live-streaming shopping at the time, but I was optimistic about the direction of doing agriculture, and my entrepreneurship is also in this direction, and the country will definitely support it. Moreover, Yu Minhong himself is still willing to lead the company to start a business together at the age of 60. Regardless of whether this thing succeeds or not, I will not find another investment target similar to New Oriental Online.\" The company's management team is also young and has clear equity structure. While the stock price was falling, Yu Minhong increased his holdings. He must have more development ideas for New Oriental. Following them is equivalent to venture capital. Lin He explained the investment strategy to review at the time.</p><p><b>The stock price skyrocketed, surging nearly sevenfold in a week.</b></p><p>The road to turning things around against the odds is fraught with hardship and twists and turns. In the six months since East Buy Live began, New Oriental Online's stock price has fallen by nearly 40%. New Oriental Online, which has been struggling to navigate the path of live-streaming e-commerce, is stuck in a slump.</p><p>On May 31, after New Oriental Online opened, its share price once fell to a low of HK$2.84 per share since its listing. The live streaming room in East Buy has been lukewarm for more than half a year, and sales have stagnated.<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Top 100 in the internal rankings.</p><p>Lin He, who adheres to the \"venture capital\" mentality, is one of the earliest die-hard fans of East Buy. Every night, he would discuss the effect of the live stream and areas for improvement with other fans in the group, leave messages for Dong Yuhui and Sun Dongxu, and discuss the direction of the live stream.</p><p>“They were all quite anxious at the time. There were very few people in the live stream, and the effect was very poor. We often left messages to encourage them, and we even discussed with them how to light the live stream... When the live stream had just broken 1,000 followers, everyone was very excited.”</p><p>At this time, Lin He had already held shares in New Oriental Online for a year and a half. When New Oriental Online's stock price fell to around HK$3, Zhu Sheng chose to exit the market, selling half of his shares.</p><p>This became his biggest regret. “I entered the market at around five yuan, which was already very low, but it kept falling, which really annoyed me. The stock price fluctuates so much, and when it fluctuates, people panic and are more likely to make mistakes.”</p><p>Less than a month after Zhu Sheng sold off his shares, his East Buy live stream suddenly became a hit, and New Oriental Online's stock price surged.</p><p>On June 9, the total number of followers in the East Buy live stream exceeded one million, and seven days later the number of followers exceeded ten million. According to data from ByteDance, on June 13, the highest number of viewers in a single live stream in East Buy was 7.717 million, and the sales volume of a single live stream exceeded 10 million for a consecutive period from June 10 to 13.</p><p>The soaring sales also caused the stock price to rise by 554.46% in a week, from a starting closing price of HK$4.37 per share to a closing price of HK$28.6 per share.</p><p>In just one week, New Oriental Online's stock price soared, and its live streaming room attracted increasing attention. No one knows whether East Buy' popularity is flash in the pan or can be sustained in the long run, or whether the company's stock price can continue to be supported by live streaming alone.</p><p>The second largest shareholder was the first to withdraw.<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15, Tencent sold 35.6125 million shares at an average price of HK$9.6; The next day, another 38.9914 million shares were sold. After two reductions in holdings, Tencent's shareholding plummeted from 9.04% to 1.58%. It's practically a clearance sale.</p><p>Later, securities firms became bearish. On June 17,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>A research report downgrading New Oriental Online's rating was released: \"New Oriental Online's current valuation requires an average daily GMV of nearly 30 million yuan and a 35-fold P/E for its live-streaming e-commerce business, which is too aggressive.\"</p><p>“The stock price rose very fast every day that week, and you basically had no time to think about it. I watched helplessly as the stock price rose from three yuan to ten yuan. All my friends told me to sell first and then buy, including the fan group I joined earliest. Everyone was discussing what to do. I definitely couldn’t convince myself, afraid of selling cheaply, after all, my holding costs were high…” Lin He said.</p><p>The continuous decline in New Oriental Online's stock price did not make Lin He anxious or confused; on the contrary, the soaring stock price left him at a loss.</p><p>On June 20, Lin He chose to sell his stock and exit the market. After holding New Oriental Online for a year and a half, he experienced the lowest point in the stock price and made a profit of 1.72 million yuan.</p><p>During Lin He's exit, professional investor Yang Tian entered the market. He bought 10% of the stock at around HK$9, and the next day, when the stock price was still rising, he increased his holdings to 50%. Yang Tian's confidence in increasing his holdings stems from his belief that the stock price will continue to rise due to the scarcity of live streaming rooms in East Buy.</p><p><b>Invest in entrepreneurs, not just businesses</b></p><p>New Oriental Online's stock price did not disappoint Yang Tian's confidence, and it even did not disappoint the late entrants in the second half of the year.</p><p>A week after its stock price surged, New Oriental Online's stock price plummeted from HK$20 to just over HK$10. Lisa, who has a background in finance, bought it at around HK$16, and Zhu Sheng also bought it again at this time. Regardless of whether they enter the market sooner or later, or repeatedly, they will share in the wealth brought about by investing in New Oriental Online. The stock price, like the popularity of the East Buy live stream, soared in the second half of the year.</p><p>From June 1 to December 13, the company started at a closing price of HK$3.7 per share and ended at a closing price of HK$42.6 per share, representing a gain of 1051.35% during the period.</p><p><a href=\"https://laohu8.com/S/600837\">Haitong Securities</a>The report states that since June 2022, the cumulative GMV of East Buy Douyin accounts has reached 4.11 billion yuan. according to<a href=\"https://laohu8.com/S/601108\">caitong securities</a>It is estimated that the total GMV of New Oriental's online live-streaming e-commerce business is expected to reach 9.994 billion yuan in 2023, generating approximately 2.67 billion yuan in revenue.</p><p>East Buy pioneered a content-driven sales model based on \"knowledge-based e-commerce.\" At that time, top Taobao livestreamers were in a period of suspension, and Luo Yonghao, the core livestreamer of the \"Make Friends\" livestream room on Douyin, withdrew from starting his own business. The traffic in the live-streaming e-commerce market was very scattered. \"Learning English\" was once the cornerstone of New Oriental Online's development, and it has once again evolved into a unique content live streaming format for \"bilingual sales\".</p><p>Yang Tian once held a full stake in New Oriental Online. His courage to do so stemmed from the scarcity of live streaming rooms in East Buy. While watching live streams and participating in shopping, he realized that East Buy wanted to be more than just a live streaming room, but an agricultural technology platform. In the six months of its booming popularity, its own product categories continued to increase, and the supply chain was rapidly built.</p><p>Based on data from Chanmama, it is roughly estimated that in October, the number of self-operated products in East Buy accounted for approximately 20%-30%, and the GMV (estimated) accounted for approximately 30%-40%. The company adds 5-10 new self-operated products every month, and the selected self-operated products are mainly agricultural products.</p><p><img src=\"https://static.tigerbbs.com/528de24932f05a4fbbafc9cfd53ae0e1\" tg-width=\"692\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/46a4fb1bf59336d228f003f0bdb459d1\" tg-width=\"692\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>“The consumption frequency of agricultural products is very high, and the repurchase rate of East Buy’s own products is very good, with repurchases occurring more than ten or even dozens of times a year. Live-streaming e-commerce is an asset-light business, and its gross profit margin will be very high in the future. Moreover, they are not satisfied with this. The establishment of their own brands and the exploration of the live-streaming account (referring to ‘beautiful life’) matrix have given it more room for development,” Yang Tian analyzed.</p><p>Lisa from her own participation<a href=\"https://laohu8.com/S/V03.SI\">Startup company</a>Through my experience, I saw the potential of New Oriental Online. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. They are constantly making breakthroughs in their live streaming business, with more and more diverse formats, and their content live streaming methods can also retain people who don't like to scroll through Douyin.\"</p><p>Lisa believes that the explosive popularity of East Buy live streaming rooms also reflects the trend of downgraded consumption among the urban middle class. \"I used to buy seven or eight yuan worth of imported milk for my child, but now I buy three or four yuan worth of domestic organic milk in the live stream. The quality is also very good.\"</p><p>Meanwhile, New Oriental Online's past experience in online education and its talent pool gave Lisa more confidence. \"It turns out that New Oriental Online does online education, and teaching and e-commerce explanations are somewhat similar. Over the years of educational experience, it has a huge talent pool and training system, and there will never be a shortage of live streamers. It has great potential.\"</p><p>Live streaming data fraud could very well become the Achilles' heel of live streaming e-commerce companies, and here Yang Tian, Lisa, and Lin He all believe in New Oriental Online's management's promise not to buy traffic.</p><p>“Both Yu Minhong and Sun Dongxu have said they won’t buy traffic. I believe they can do it based on the reputation their companies have built up over the years. If they can’t, they’re not Yu Minhong anymore,” Yang Tian said.</p><p>Among the investors interviewed by 36Kr, Yu Minhong himself is indispensable when it comes to investing in New Oriental Online.</p><p>Investment guru Duan Yongping once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Regarding his investment in New Oriental Online, Zhu Sheng repeatedly conducted review afterward. In his view, due to his uncertainty, the potential return on his investment in New Oriental Online had increased from several million yuan to hundreds of thousands of yuan. \"This is really a big lesson.”</p><p>Initially, he bought the stock because he recognized Yu Minhong's ability to \"create value\" as an entrepreneur. When the stock price plummeted, Yu Minhong did not change, nor did his direction in live-streaming e-commerce. Even though New Oriental Online's stock price plummeted in the first half of the year, there is no possibility of liquidation.</p><p>\"Investing tests your judgment at the beginning and your mindset in the middle. I thought my mindset was better than my judgment, but it turns out I overestimated my mindset. My actions in the middle went against my original intention. How many times in your life can you encounter such an investment target?\"</p><p>For Yang Jiu and Lisa, their harvest only began in June. In just six months of investing in New Oriental Online, Lisa achieved seven-figure returns exceeding one million yuan, making up for losses from investing in other stocks.</p><p>Yang Tian's unrealized profits are even greater because he also manages some stocks for others. He told 36Kr, \"The unrealized profits from my current positions are enough to buy a house in Shenzhen. My own profits aren't that much, after all, I suffered losses in the first half of the year, but of course I made a profit.\" In Shenzhen, a slightly larger house starts at tens of millions of yuan.</p><p>After selling a portion in June, Lin He re-entered the market. The investment in New Oriental Online has also made up for his other investment losses this year. The total profit from four sales reached 2.5844 million yuan, and the current paper profit is also one million yuan.</p><p><img src=\"https://static.tigerbbs.com/a7d89086d959a9edca0a628e7553ee85\" tg-width=\"402\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>There are countless stories of wealth creation. One netizen wrote: \"I previously followed a netizen who invested 4 million yuan in New Oriental Online and made 20 million yuan. Currently, the market value of his holdings is 25 million yuan... This person is so impressive. When New Oriental surged to 30 yuan, he sold it at 28 yuan and predicted to buy it back at 15 yuan. Later, it fell to 15 yuan to buy it back, and now it has risen to 40 yuan. That's really impressive.\"</p><p>For both investors and the capital market, New Oriental Online has been a legendary company this year. It experienced the lowest period of its stock price, but also forged a new business direction in just one year.</p><p>It even brings investors a completely new investment experience. Lin He, Lisa, Zhu Sheng, and Yang Tian used to neither watch Douyin nor participate in live-streaming shopping, but East Buy changed their lifestyles. Lin He and Lisa no longer buy their daily necessities from large supermarkets, but instead purchase all their daily necessities from East Buy live streaming rooms.</p><p>Now, Lin He watches East Buy' live stream for twenty minutes every morning, buys books in the live stream room regularly every week, and watches the same streamers' schedules. \"I don't just watch their live streams because I invested in their stocks, but I have a deep affection for them.\"</p><p>Of the Hong Kong stocks Lin He currently holds, New Oriental Online accounts for 80% of his position, while the remaining 20% are just zombie stocks that have been suspended from trading or kicked out of the Hong Kong Stock Connect program.</p><p>Yang Tian is also very satisfied with the investment in New Oriental Online. \"It's not just about making money, but because you like it and it meets your expectations.\"</p><p>In the business world, there are very few stories of turnarounds. For businesses, difficulties are not necessarily temporary. The core of a turnaround lies in respecting the logic of business operations and the laws of business. Only in this way can they find hope in despair.</p><p><i>(At the request of the interviewees, Lin He, Zhu Sheng, Lisa, and Yang Tian are all pseudonyms in this article.)</i></p><p></body></html></p>","source":"36k","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>Yu Minhong has made shareholders a lot of money this year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nYu Minhong has made shareholders a lot of money this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2022-12-15 21:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Zhang Ziyi</p><p>The most familiar investment targets are often the easiest to overlook; they come from common sense and depend on the opportunity.</p><p>For investors this year, losses are the norm, and recovering losses is even more difficult. Hong Kong stocks fell by as much as 16%, with personal losses even greater.</p><p>Lin He was an exception; he entered the market at a high price, buying at HK$25 early last year.<a href=\"https://laohu8.com/S/01797\">New Oriental online</a>The stock (of East Buy' parent company) once suffered losses of over 80%, but now it has gained over a million yuan. Same bet<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Another online investor earned more than 20 million yuan with a cost of 4 million yuan.</p><p>\"It's rare to encounter a stock like this in a lifetime; its price increased more than tenfold in just a few months. It made me reflect every day. Most people are always watching from the sidelines, and very few dare to place bets...\" Zhu Sheng, who once tried to \"buy the dip\" at New Oriental Online, said...<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>He concluded.</p><p>As of press time, New Oriental Online's stock price has increased by 705% in the past year, with its share price falling as low as HK$2.84 and rising as high as HK$46.8.</p><p><img src=\"https://static.tigerbbs.com/de6c97a17510781e8ab3fd2a2770aa96\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>For New Oriental Online and its investors, this has been a rollercoaster year, from troughs to peaks. Because of this contrast, several Hong Kong stock investors told 36Kr that New Oriental Online is their most profitable stock this year, not only making up for their investment losses this year, but also generating considerable profits. The lowest returns are in the millions, while the highest are unrealized profits exceeding ten million.</p><p>After all, after the \"double reduction policy\" was implemented in July last year, the businesses of countless education and training institutions vanished in an instant, and New Oriental, which has spanned several cycles in the education industry, was no exception. No one could have predicted that a year later, New Oriental Online's stock price would soar sevenfold due to the huge success of its \"East Buy\" live stream.</p><p>So why is New Oriental Online, a company whose core business has suddenly disappeared, whose stock price has plummeted, and whose future is uncertain, able to allow so many people to seize wealth? Why these investors? Besides their luck in choosing the right targets and their investment courage, how did they overcome the industry downturn and achieve profitability this year?</p><p><b>Is there still hope after a sharp decline to despair?</b></p><p>Perhaps Lin He never imagined that the stock market crash he experienced eight years ago would sow the seeds for him to continue investing in New Oriental Online.</p><p>In January last year, New Oriental Online's stock price was still hovering around HK$20, when Lin He made his first purchase. For the next seven consecutive months, he increased his position every month. “The cost was high when I first bought it, around HK$25, so I would buy New Oriental Online whenever I had money. Seventy to eighty percent of the people who bought stocks with me left...” Lin He said.</p><p>It would be strange if they didn't leave; throughout 2021, New Oriental Online's stock price fell by 81.04%. Lin He, who entered the market at 25 yuan, not only stood at the peak of his stock price, but also faced the reality of investment losses exceeding 80%, requiring a 4-5 times increase to break even.</p><p>Faced with plummeting stock prices, Lin He, who consciously had a strong gambling instinct, stayed behind. \"I started trading stocks in 2015, and I experienced a stock market crash as soon as I entered... I haven't made much money trading Hong Kong stocks in recent years. A 40% to 50% drop is nothing to me...\"</p><p>Ironically, when he invested in New Oriental Online, Lin He, who was in the startup stage, was looking to adjust his investment style from \"bottom-fishing\" to long-term investment, investing in some companies that he considered qualified and in their growth stage. New Oriental Online's young management team was an important reason for his investment. “Their president is about my age. I originally wanted to spend some money to learn how to manage a company from them. If the stock price fell, I would consider it a ‘tuition fee’.”</p><p>Clearly, having paid his \"tuition\" for a long time, he didn't want to \"buy at the bottom\" and became passively \"buy at the bottom\".</p><p>Although the methods of buying at the bottom are different, the underlying logic is similar. Zhu Sheng is a proactive \"bottom-fishing\" entrant. As a We Media blogger, he understands and pays attention to the managers of different companies. The \"moral standards of the management\" and the values of the founders are important criteria for his judgment when investing.</p><p>In the second half of last year, New Oriental Online laid off more than 40,000 employees, leased 1,500 teaching sites, and donated only 80,000 sets of desks and chairs to rural schools... A series of news reports coupled with a falling stock price led Zhu Sheng to decide to enter the market.</p><p>\"I admire Yu Minhong. These news reports show that he is a responsible entrepreneur, unlike those companies that ran away. I think Yu Minhong himself is worth at least 10 billion yuan in market value...\"</p><p>Zhu Sheng began buying shares of New Oriental Online between the end of February and March this year. At that time, the company's stock price had already fallen to around HK$4.88 per share. Zhu Sheng bought more than 100,000 shares, spending between HK$500,000 and HK$400,000. Yu Minhong's previous shareholding increase also led him to judge that New Oriental Online's stock price may have bottomed out, and the founder has feelings for and confidence in the company.</p><p>For most Chinese people, Yu Minhong is a well-known entrepreneur created by the times. He and his New Oriental, along with the study abroad craze they created together, are also memorable. \"Learning English\" is an important hallmark of New Oriental, and all of this clearly needs to change after July 2021.</p><p>In less than three months, Yu Minhong has come up with a new development direction for New Oriental's transformation. This path stems from an issue that he has been concerned about and worried about for many years, and it was already evident in the fifth season of \"Thirteen Invitations\". The keyword he mentioned most often was \"rural areas\", and he thought about how to provide short-term but important assistance to rural areas.</p><p>On November 7, 2021, Yu Minhong announced during a live stream that New Oriental plans to establish a large-scale agricultural platform in the future. He and hundreds of teachers will use live-streaming e-commerce to integrate upstream and downstream resources and help...<a href=\"https://laohu8.com/S/000061\">agricultural products</a>Sales enable farmers to transform their careers, encourage young farmers to return to rural areas, and allow more left-behind children to grow up with their parents, thus supporting rural revitalization.</p><p>New Oriental began discussing its transformation into live-streaming e-commerce in September and October last year. Dong Yuhui, who is now very popular, decided to resign after learning that he was going to transform into live-streaming e-commerce. At that time, Sun Dongxu, executive director and CEO of New Oriental Online, persuaded him to stay, saying, \"When things are difficult, believe that the team is united. As we move forward, perhaps we will find a direction.\"</p><p>It is evident that even Sun Dongxu is not so sure whether the path of live-streaming e-commerce is feasible. Even some media outlets are not very optimistic about it. The Economic Daily once published a commentary titled \"New Oriental Should Not Copy Li Jiaqi,\" which stated that \"As one of the leading companies in the after-school education and training industry, New Oriental's transformation is of trendsetting significance. Simply jumping from one quick-money industry to another is probably not the best example.\"</p><p>Amidst much discussion about New Oriental's online transformation, Lin He became one of the earliest fans of the \"East Buy\" live stream. As an investor, he wanted to see how New Oriental's transformation into a live-streaming e-commerce platform would develop.</p><p>To the outside world, any of Yu Minhong's actions will be closely linked to the listed company. To live up to his investors' expectations, Yu Minhong also cast his vote with real money. In mid-November last year, he spent HK$24.99 million in two days to increase his holdings in New Oriental Online by a total of 3.572 million shares, raising his shareholding ratio from 4.63% to 4.98%.</p><p>Yu Minhong's increased shareholding once boosted New Oriental Online's stock price. On November 30 alone, the company's stock price rose by 90.06% in a single day, from the opening price of HK$4.19 per share to HK$8.12 per share. This increase in holdings also strengthened Lin He's confidence in continuing to hold the stock.</p><p>Even when he first watched East Buy, he wasn't sure. \"I didn't understand the path of live-streaming shopping at the time, but I was optimistic about the direction of doing agriculture, and my entrepreneurship is also in this direction, and the country will definitely support it. Moreover, Yu Minhong himself is still willing to lead the company to start a business together at the age of 60. Regardless of whether this thing succeeds or not, I will not find another investment target similar to New Oriental Online.\" The company's management team is also young and has clear equity structure. While the stock price was falling, Yu Minhong increased his holdings. He must have more development ideas for New Oriental. Following them is equivalent to venture capital. Lin He explained the investment strategy to review at the time.</p><p><b>The stock price skyrocketed, surging nearly sevenfold in a week.</b></p><p>The road to turning things around against the odds is fraught with hardship and twists and turns. In the six months since East Buy Live began, New Oriental Online's stock price has fallen by nearly 40%. New Oriental Online, which has been struggling to navigate the path of live-streaming e-commerce, is stuck in a slump.</p><p>On May 31, after New Oriental Online opened, its share price once fell to a low of HK$2.84 per share since its listing. The live streaming room in East Buy has been lukewarm for more than half a year, and sales have stagnated.<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Top 100 in the internal rankings.</p><p>Lin He, who adheres to the \"venture capital\" mentality, is one of the earliest die-hard fans of East Buy. Every night, he would discuss the effect of the live stream and areas for improvement with other fans in the group, leave messages for Dong Yuhui and Sun Dongxu, and discuss the direction of the live stream.</p><p>“They were all quite anxious at the time. There were very few people in the live stream, and the effect was very poor. We often left messages to encourage them, and we even discussed with them how to light the live stream... When the live stream had just broken 1,000 followers, everyone was very excited.”</p><p>At this time, Lin He had already held shares in New Oriental Online for a year and a half. When New Oriental Online's stock price fell to around HK$3, Zhu Sheng chose to exit the market, selling half of his shares.</p><p>This became his biggest regret. “I entered the market at around five yuan, which was already very low, but it kept falling, which really annoyed me. The stock price fluctuates so much, and when it fluctuates, people panic and are more likely to make mistakes.”</p><p>Less than a month after Zhu Sheng sold off his shares, his East Buy live stream suddenly became a hit, and New Oriental Online's stock price surged.</p><p>On June 9, the total number of followers in the East Buy live stream exceeded one million, and seven days later the number of followers exceeded ten million. According to data from ByteDance, on June 13, the highest number of viewers in a single live stream in East Buy was 7.717 million, and the sales volume of a single live stream exceeded 10 million for a consecutive period from June 10 to 13.</p><p>The soaring sales also caused the stock price to rise by 554.46% in a week, from a starting closing price of HK$4.37 per share to a closing price of HK$28.6 per share.</p><p>In just one week, New Oriental Online's stock price soared, and its live streaming room attracted increasing attention. No one knows whether East Buy' popularity is flash in the pan or can be sustained in the long run, or whether the company's stock price can continue to be supported by live streaming alone.</p><p>The second largest shareholder was the first to withdraw.<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 On June 15, Tencent sold 35.6125 million shares at an average price of HK$9.6; The next day, another 38.9914 million shares were sold. After two reductions in holdings, Tencent's shareholding plummeted from 9.04% to 1.58%. It's practically a clearance sale.</p><p>Later, securities firms became bearish. On June 17,<a href=\"https://laohu8.com/S/600999\">China Merchants Securities</a>A research report downgrading New Oriental Online's rating was released: \"New Oriental Online's current valuation requires an average daily GMV of nearly 30 million yuan and a 35-fold P/E for its live-streaming e-commerce business, which is too aggressive.\"</p><p>“The stock price rose very fast every day that week, and you basically had no time to think about it. I watched helplessly as the stock price rose from three yuan to ten yuan. All my friends told me to sell first and then buy, including the fan group I joined earliest. Everyone was discussing what to do. I definitely couldn’t convince myself, afraid of selling cheaply, after all, my holding costs were high…” Lin He said.</p><p>The continuous decline in New Oriental Online's stock price did not make Lin He anxious or confused; on the contrary, the soaring stock price left him at a loss.</p><p>On June 20, Lin He chose to sell his stock and exit the market. After holding New Oriental Online for a year and a half, he experienced the lowest point in the stock price and made a profit of 1.72 million yuan.</p><p>During Lin He's exit, professional investor Yang Tian entered the market. He bought 10% of the stock at around HK$9, and the next day, when the stock price was still rising, he increased his holdings to 50%. Yang Tian's confidence in increasing his holdings stems from his belief that the stock price will continue to rise due to the scarcity of live streaming rooms in East Buy.</p><p><b>Invest in entrepreneurs, not just businesses</b></p><p>New Oriental Online's stock price did not disappoint Yang Tian's confidence, and it even did not disappoint the late entrants in the second half of the year.</p><p>A week after its stock price surged, New Oriental Online's stock price plummeted from HK$20 to just over HK$10. Lisa, who has a background in finance, bought it at around HK$16, and Zhu Sheng also bought it again at this time. Regardless of whether they enter the market sooner or later, or repeatedly, they will share in the wealth brought about by investing in New Oriental Online. The stock price, like the popularity of the East Buy live stream, soared in the second half of the year.</p><p>From June 1 to December 13, the company started at a closing price of HK$3.7 per share and ended at a closing price of HK$42.6 per share, representing a gain of 1051.35% during the period.</p><p><a href=\"https://laohu8.com/S/600837\">Haitong Securities</a>The report states that since June 2022, the cumulative GMV of East Buy Douyin accounts has reached 4.11 billion yuan. according to<a href=\"https://laohu8.com/S/601108\">caitong securities</a>It is estimated that the total GMV of New Oriental's online live-streaming e-commerce business is expected to reach 9.994 billion yuan in 2023, generating approximately 2.67 billion yuan in revenue.</p><p>East Buy pioneered a content-driven sales model based on \"knowledge-based e-commerce.\" At that time, top Taobao livestreamers were in a period of suspension, and Luo Yonghao, the core livestreamer of the \"Make Friends\" livestream room on Douyin, withdrew from starting his own business. The traffic in the live-streaming e-commerce market was very scattered. \"Learning English\" was once the cornerstone of New Oriental Online's development, and it has once again evolved into a unique content live streaming format for \"bilingual sales\".</p><p>Yang Tian once held a full stake in New Oriental Online. His courage to do so stemmed from the scarcity of live streaming rooms in East Buy. While watching live streams and participating in shopping, he realized that East Buy wanted to be more than just a live streaming room, but an agricultural technology platform. In the six months of its booming popularity, its own product categories continued to increase, and the supply chain was rapidly built.</p><p>Based on data from Chanmama, it is roughly estimated that in October, the number of self-operated products in East Buy accounted for approximately 20%-30%, and the GMV (estimated) accounted for approximately 30%-40%. The company adds 5-10 new self-operated products every month, and the selected self-operated products are mainly agricultural products.</p><p><img src=\"https://static.tigerbbs.com/528de24932f05a4fbbafc9cfd53ae0e1\" tg-width=\"692\" tg-height=\"279\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/46a4fb1bf59336d228f003f0bdb459d1\" tg-width=\"692\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>“The consumption frequency of agricultural products is very high, and the repurchase rate of East Buy’s own products is very good, with repurchases occurring more than ten or even dozens of times a year. Live-streaming e-commerce is an asset-light business, and its gross profit margin will be very high in the future. Moreover, they are not satisfied with this. The establishment of their own brands and the exploration of the live-streaming account (referring to ‘beautiful life’) matrix have given it more room for development,” Yang Tian analyzed.</p><p>Lisa from her own participation<a href=\"https://laohu8.com/S/V03.SI\">Startup company</a>Through my experience, I saw the potential of New Oriental Online. \"Their team is very mature and has developed smoothly in the past six months, which is rare among startups. They are constantly making breakthroughs in their live streaming business, with more and more diverse formats, and their content live streaming methods can also retain people who don't like to scroll through Douyin.\"</p><p>Lisa believes that the explosive popularity of East Buy live streaming rooms also reflects the trend of downgraded consumption among the urban middle class. \"I used to buy seven or eight yuan worth of imported milk for my child, but now I buy three or four yuan worth of domestic organic milk in the live stream. The quality is also very good.\"</p><p>Meanwhile, New Oriental Online's past experience in online education and its talent pool gave Lisa more confidence. \"It turns out that New Oriental Online does online education, and teaching and e-commerce explanations are somewhat similar. Over the years of educational experience, it has a huge talent pool and training system, and there will never be a shortage of live streamers. It has great potential.\"</p><p>Live streaming data fraud could very well become the Achilles' heel of live streaming e-commerce companies, and here Yang Tian, Lisa, and Lin He all believe in New Oriental Online's management's promise not to buy traffic.</p><p>“Both Yu Minhong and Sun Dongxu have said they won’t buy traffic. I believe they can do it based on the reputation their companies have built up over the years. If they can’t, they’re not Yu Minhong anymore,” Yang Tian said.</p><p>Among the investors interviewed by 36Kr, Yu Minhong himself is indispensable when it comes to investing in New Oriental Online.</p><p>Investment guru Duan Yongping once wrote:</p><p><img src=\"https://static.tigerbbs.com/1d67aca388e7175dde2ccea082a6664d\" tg-width=\"1080\" tg-height=\"1192\" referrerpolicy=\"no-referrer\"/></p><p>Regarding his investment in New Oriental Online, Zhu Sheng repeatedly conducted review afterward. In his view, due to his uncertainty, the potential return on his investment in New Oriental Online had increased from several million yuan to hundreds of thousands of yuan. \"This is really a big lesson.”</p><p>Initially, he bought the stock because he recognized Yu Minhong's ability to \"create value\" as an entrepreneur. When the stock price plummeted, Yu Minhong did not change, nor did his direction in live-streaming e-commerce. Even though New Oriental Online's stock price plummeted in the first half of the year, there is no possibility of liquidation.</p><p>\"Investing tests your judgment at the beginning and your mindset in the middle. I thought my mindset was better than my judgment, but it turns out I overestimated my mindset. My actions in the middle went against my original intention. How many times in your life can you encounter such an investment target?\"</p><p>For Yang Jiu and Lisa, their harvest only began in June. In just six months of investing in New Oriental Online, Lisa achieved seven-figure returns exceeding one million yuan, making up for losses from investing in other stocks.</p><p>Yang Tian's unrealized profits are even greater because he also manages some stocks for others. He told 36Kr, \"The unrealized profits from my current positions are enough to buy a house in Shenzhen. My own profits aren't that much, after all, I suffered losses in the first half of the year, but of course I made a profit.\" In Shenzhen, a slightly larger house starts at tens of millions of yuan.</p><p>After selling a portion in June, Lin He re-entered the market. The investment in New Oriental Online has also made up for his other investment losses this year. The total profit from four sales reached 2.5844 million yuan, and the current paper profit is also one million yuan.</p><p><img src=\"https://static.tigerbbs.com/a7d89086d959a9edca0a628e7553ee85\" tg-width=\"402\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>There are countless stories of wealth creation. One netizen wrote: \"I previously followed a netizen who invested 4 million yuan in New Oriental Online and made 20 million yuan. Currently, the market value of his holdings is 25 million yuan... This person is so impressive. When New Oriental surged to 30 yuan, he sold it at 28 yuan and predicted to buy it back at 15 yuan. Later, it fell to 15 yuan to buy it back, and now it has risen to 40 yuan. That's really impressive.\"</p><p>For both investors and the capital market, New Oriental Online has been a legendary company this year. It experienced the lowest period of its stock price, but also forged a new business direction in just one year.</p><p>It even brings investors a completely new investment experience. Lin He, Lisa, Zhu Sheng, and Yang Tian used to neither watch Douyin nor participate in live-streaming shopping, but East Buy changed their lifestyles. Lin He and Lisa no longer buy their daily necessities from large supermarkets, but instead purchase all their daily necessities from East Buy live streaming rooms.</p><p>Now, Lin He watches East Buy' live stream for twenty minutes every morning, buys books in the live stream room regularly every week, and watches the same streamers' schedules. \"I don't just watch their live streams because I invested in their stocks, but I have a deep affection for them.\"</p><p>Of the Hong Kong stocks Lin He currently holds, New Oriental Online accounts for 80% of his position, while the remaining 20% are just zombie stocks that have been suspended from trading or kicked out of the Hong Kong Stock Connect program.</p><p>Yang Tian is also very satisfied with the investment in New Oriental Online. \"It's not just about making money, but because you like it and it meets your expectations.\"</p><p>In the business world, there are very few stories of turnarounds. For businesses, difficulties are not necessarily temporary. The core of a turnaround lies in respecting the logic of business operations and the laws of business. Only in this way can they find hope in despair.</p><p><i>(At the request of the interviewees, Lin He, Zhu Sheng, Lisa, and Yang Tian are all pseudonyms in this article.)</i></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/h09dut6uSKe6JM66RmJ-KQ\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4df11b9e96e31cff1bc6711e946b5366","relate_stocks":{"01797":"东方甄选","EDU":"新东方","09901":"新东方-S"},"source_url":"https://mp.weixin.qq.com/s/h09dut6uSKe6JM66RmJ-KQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139717344","content_text":"作者：张子怡最为熟悉的投资标的往往最容易被忽略，它来源于常识又取决于契机。对于今年投资者而言，亏损是常态，回血更是艰难。港股下跌最多达16%，个人亏损幅度更甚。林鹤成为例外，他曾高位入场，去年年初以25港元买入新东方在线（东方甄选母公司）股票，亏损一度超八成，而如今收益超百万。同样押注新东方在线的另一投资人，以400万元成本，赚到2000多万。“一辈子能遇到这样股票的机会很少，短短几个月股价翻了十几倍。它让我天天都在反思，多数人永远都在岸上看，敢于下注的人总是很少......”曾试图“抄底”新东方在线的朱生对36氪总结道。截止发稿时，新东方在线近一年的股价涨幅达705%，其股价最低跌到2.84港元，最高涨至46.8港元。对于新东方在线和其投资者而言，这是坐过山车的一年，跌过低谷也登至顶峰。正因这种反差，有多位港股投资者告诉36氪：新东方在线是其今年手上最赚钱的股票，不仅弥补今年的投资亏损，盈利更是颇为可观。最少的有百万级收益，最多浮盈逾千万。毕竟，去年7月“双减政策”落地后，无数教培机构业务顷刻间化为乌有，跨越教育行业数次周期的新东方也不外如是。只是无人能够料到，一年后，新东方在线因“东方甄选”直播间大火，股价随之暴涨，翻了7倍。那么，为什么是新东方在线，这样一家基本业务骤然消失、股价暴跌不断、前路未明的企业，能够让如此多的人攫取到财富？为什么是这些投资者，除了选对标的的运气和投资的胆识，他们如何跨过行业大跌的周期，在今年实现盈利？深跌到绝望后还有希望吗？或许林鹤也没有想到，八年前经历过的股灾，在冥冥之中为他埋下了坚持投资新东方在线的伏笔。去年1月，新东方在线股价还徘徊在20港元左右，林鹤第一次出手买入。此后连续7个月，他每个月都会加仓。“当时一开始买的时候成本高，25港元左右，所以之后一有钱就会买新东方在线。当时跟我一起买股票的人，百分之七八十的人都走了......。”林鹤说。不走才奇怪，整个2021年，新东方在线股价跌了81.04%。25元入市的林鹤不仅站在股价高点上，还面临着投资亏损超8成的现实，要回本得翻4-5倍。在跌跌不休的股价面前，自觉赌性极强的林鹤留守下来，“我2015年开始炒股，一入场就经历了股灾......这几年炒港股也没有赚到过什么钱，百分之四五十的跌幅对我不算什么了......”戏谑的是，投资新东方在线时，处于创业阶段的林鹤正想调整投资风格，从过往“抄底”变为长线投资，投资一些在他看来资质好、在成长期的公司，新东方在线年轻化的管理团队是他投资的重要原因。“他们总裁跟我差不多年龄，当初想花一些钱跟着他们学习如何管理企业，如果股价下跌，就当缴了‘学费’。”显然，“学费”缴了许久，不想“抄底”的他变成被动“抄底。抄底方式虽有不同，底层逻辑却有相似之处。朱生属于主动“抄底”进入者，作为自媒体博主的他，了解且关注着不同企业的管理者，“管理层的道德水准”、创始人的价值观是他在投资时重要的判断标准。新东方在线在去年下半年：裁员超4万人、退租教学点达1500个，捐献课桌椅仅8万套予乡村学校......一系列的新闻叠加下跌的股价让朱生决定入场。“我比较欣赏俞敏洪，这些新闻能看出他是负责任的企业家，跟那些跑路的企业不同，我觉得俞敏洪本人至少值得100亿元的市值......”朱生在今年2月底到3月之间开始买入新东方在线，公司股价在当时已经跌至4.88港元/股左右，朱生买入十几万股，耗资在50万港元到40万港元之间。此前俞敏洪的增持行为也让他判断：新东方在线的股价或许已经到了底部，创始人对这家公司有感情也有信心。对于多数国人而言，俞敏洪是被时代创造且让人耳熟能详的企业家，他和他的新东方，连同一起创造的留学热潮也让人记忆深刻。“学英语”是新东方的重要标识，这一切显然要在2021年7月之后必须被改变。不到三个月的时间，俞敏洪为新东方转型想好了新的发展方向，这条道路内生于其多年来一直关切和忧虑的议题，在《十三邀》第五季中已有端倪，他提到最多的关键词是“农村”，思考如何对农村提供短暂却重要的帮助。2021年11月7日，俞敏洪在直播时宣布，新东方未来计划成立一个大型的农业平台，自己将会和几百位老师通过直播带货，整合上下游资源，帮助农产品销售，让农民转型，让青年农民愿意回到农村，让更多的留守儿童能在父母的陪伴下成长，支持乡村振兴事业。新东方内部在去年9、10月开始讨论转型直播带货。如今大火的董宇辉当初在得知要转型直播带货后决定离职，彼时，新东方在线执行董事、行政总裁孙东旭挽留他说：“困难的时候，要相信团队凝结在一起，走着走着，兴许就有方向了。”可见，即便是孙东旭，也不那么确定直播带货的道路究竟能否行得通。甚至，有媒体也不大看好。《经济日报》就曾刊发过一则题为《新东方不应照搬李佳琦》的评论文章，文中提到“作为校外教育培训行业的龙头企业之一，新东方转型具有风向标意义。如果只是从一个挣快钱的行业跳到另一个挣快钱的行业，恐怕不是最佳示范”......新东方在线转型之路被议论纷纷之际，林鹤成为“东方甄选”直播间最早一批粉丝。作为投资者，他想看看新东方转型的直播带货道路到底如何发展。对于外界而言，俞敏洪的任何行为都将同上市公司紧密的连接在一起。为了不辜负投资人，俞敏洪也以真金白银做了投票。去年11月中旬，他在两天时间里斥资2499万港元，合计增持了新东方在线357.2万股，增持后持股比例由4.63%上升至4.98%。俞敏洪的增持行为一度拉升新东方在线的股价，仅11月30日，公司股价单日涨幅达90.06%，股价从开盘价4.19港元/股涨至8.12港元/股。这个增持行为也让林鹤坚定了他继续持有股票的信心。哪怕最初观看东方甄选时，他心中没底。“直播购物这条路我当时也看不懂，但我看好做农业的方向，我创业也是这个方向，国家肯定支持；而且俞敏洪本人，60岁还愿意带领企业共同创业，无论这件事成不成功，我也找不到第二个跟新东方在线类似的投资标的；公司的管理团队也很年轻、股权清晰。股价下跌的时候，俞敏洪却做增持，他肯定对新东方有更多的发展想法，我跟着他们一起走，相当于做风投。”林鹤对当时投资策略复盘道。股价坐火箭，一周暴涨近7倍逆风翻盘的道路艰辛与曲折亦是常态。在东方甄选直播的半年时间中，新东方在线的股价下跌近4成。磕磕绊绊摸索着直播带货之路的新东方在线，困在低谷中。5月31日，新东方在线开盘后，股价一度跌至上市以来的最低点2.84港元/股。东方甄选的直播间已经不温不火开播大半年，销售额也不在抖音内部排名榜的前100名。秉承着“风投”心态的林鹤已是东方甄选最早的铁杆粉丝，每天晚上，他会和其他粉丝在群里讨论直播间的效果、可改进的地方，给董宇辉和孙东旭留言，讨论直播的方向。“那会他们都挺焦虑，直播间人数很少，效果特差，我们常常留言鼓励他们，就连直播间的灯光怎么打我们都会跟他们一起讨论......直播间粉丝刚破1000的时候，大家都很激动。”此时，林鹤已经持有新东方在线一年半。朱生则在新东方在线股价跌到3港元左右时，选择离场，他卖出持有的一半股票。这成为他最为后悔的事情。“五块左右入场已经很低了，结果一直在跌，跌得我真的很烦。股价波动那么大，一波动的时候人就会恐慌，就容易做错。”在朱生抛售不到一个月后，东方甄选直播间突然爆火，新东方在线股价迎来暴涨。6月9日，东方甄选直播间粉丝总量破百万，7天后粉丝量突破一千万。巨量引擎数据显示，6月13日，东方甄选直播间单场最高观看量771.7万人，10-13日单场销售额连续破千万。飞涨的销售额也让股价在一周时间里涨幅达554.46%，从起始收盘价4.37港元/股涨至结束收盘价28.6港元/股。短短一周，新东方在线股价飙升，直播间引来越来越多的关注。没有人知道，东方甄选的热度是昙花一现还是能够长久支撑，以及仅靠直播间又能否持续支撑起公司股价。先退出的是二股东腾讯。6月15日，腾讯以均价9.6港元卖出3561.25万股；第二日，再卖出3899.14万股。两次减持后，腾讯的持股比例从9.04%骤降至1.58%。几乎是清仓操作。后看空的是券商。6月17日，招商证券发布下调新东方在线评级的研报：“新东方在线当前估值需要对应直播带货业务近3000万元的日均GMV及35倍市盈率，目前估值过于激进。”“那一周股价每天都上涨的非常快，你基本没有考虑的时间。我眼睁睁看着股价从三块涨到十块，我身边所有朋友都告诉我先卖再买，包括我最早加的粉丝群，大家都在讨论怎么办。我心里肯定说服不了自己，怕卖便宜了，毕竟我持仓的成本高......”林鹤说道。新东方在线股价的持续下跌没有让林鹤焦虑与迷茫，反而是暴涨的股价让他手足无措。6月20日，林鹤选择卖出股票离场，持有新东方在线一年半后，经历过股价最低点时刻，他获得了172万元的收益。在林鹤退场期间，职业投资者杨天入场，他在股价9港元左右买了10%，第二天股价仍在上涨之际他加仓至50%。杨天加仓的信心来源其看重东方甄选直播间的稀缺性，相信股价将继续上涨。投资企业家而不只是投资企业新东方在线的股价没有辜负杨天的信心，它甚至没有辜负下半年迟到的入场者。在股价暴涨一周后，新东方在线从二十港元再度滑落至十几港元，财务出身的丽莎即在16港元左右价格买入，朱生也在这时再次买入。无论入局早晚抑或反复，他们都将分享到投资新东方在线所带来的财富。股价和东方甄选直播间的热度一样，都在下半年乘风飞起。6月1日到12月13日，公司起始收盘价为3.7港元/股，结束收盘价达42.6港元/股，区间涨幅达1051.35%。海通证券发布报告称，自2022年6月以来，东方甄选抖音号累计GMV达41.1亿元。据财通证券测算，新东方在线直播电商业务的总GMV预计将在2023年达到99.94亿，并带来约26.7亿的收入。东方甄选开创了以“知识带货”为主的内容向卖货方式，彼时淘宝头部主播处于停播阶段，抖音头部主播交个朋友直播间核心主播罗永浩退出创业，直播电商市场流量十分分散。“学英语”曾是新东方在线起家发展的基石，又再次演变为“双语卖货”的特色内容直播形式。杨天一度满仓持有新东方在线，他满仓的勇气来自于看重东方甄选直播间的稀缺性，在观看直播与参与购物的过程让他感知到：东方甄选要做得不只是直播间，而是农业科技平台，在热度火爆的半年时间中，自有产品品类不断增多，供应链搭建迅速。根据蝉妈妈数据大致估算，10 月东方甄选自营品数量占比约为 20%-30%，GMV(预计)占比约为 30%-40%。公司每月新增 5-10 款自营商品，甄选自营系列商品主要为农产品类。“农产品的消费频率是很高的，而且东方甄选自有产品的复购率很不错，一年能复购十几次甚至几十次。直播带货属于轻资产业务，它未来的毛利率会很高，而且他们也不满足于这个，自营品牌的搭建、直播账号（指“美丽生活”）矩阵的探索，都让它更有发展空间。”杨天分析道。丽莎从自己参与创业公司的经历中看到新东方在线可能性。“他们的团队很成熟，这半年以来发展得很顺利，这在创业公司中很难得。直播业务上不断突破，形式越来越多样，内容直播的方式也能留住不爱刷抖音的人。”丽莎认为，东方甄选直播间的爆火也因切中了城市中产阶级消费降级的趋势。“原来我会买七八块的进口牛奶给孩子喝，现在在直播间买三四块的国产有机牛奶，它的品质也很好呀。”同时，新东方在线过往做在线教育的经历以及人才储备让丽莎更有信心。“原来新东方在线做在线教育，教学与带货讲解具有一定相似性，多年的教育经历里，它有庞大的人才库和培训体系，主播永远不会缺，潜力会很大。”直播数据造假很有可能成为直播电商企业的阿喀琉斯之踵，而在这里杨天、丽莎和林鹤都相信新东方在线管理层不买流量的承诺。“俞敏洪和孙东旭都说过不会买流量，企业这么多年累积的信誉，我相信他们可以做到，如果做不到，这也不是俞敏洪了。”杨天说，36氪访谈过的投资者中，对于新东方在线的投资绕不开俞敏洪本人。投资大佬段永平曾写道：对于新东方在线的投资，朱生事后曾反复复盘，在看来，由于自己的不确定，对新东方在线的投资收益从潜在的数百万元变成数十万元。“这真的是一个很大的教训。”最初他因为认可俞敏洪作为企业家“创造价值”的能力购买股票，在股价暴跌之际，俞敏洪并没有改变，做直播带货的方向也没有变。即便新东方在线股价上半年暴跌不止，但也不会出现清盘的可能。“投资一开始考验你的眼光，中间考验你的心态。我以为我的心态要比眼光好，事实证明，我高估了自己的心态，中间的操作违背自己的初衷，这样的投资标的你一生中，又能遇到几次呢？”对于杨九和丽莎而言，属于他们的收获从6月才刚刚开始。对新东方在线投资的半年时间，丽莎实现了七位数、超百万元的收益，弥补了其他股票的投资亏损。杨天浮盈收益更多，由于其帮他人也打理一部分股票，他告诉36氪：“现在仓位浮盈的规模可以买得了深圳一套房。我自己的话，收益没有那么多，毕竟上半年有亏损，当然是有赚。”在深圳，面积稍大的房子要千万元起步。林鹤在6月卖出过一部分后，又再次入场。对新东方在线的投资也弥补了他今年其他的投资亏损，四次卖出的总收益达258.44万元，目前的账面浮盈亦有百万元。造富的故事不胜枚举。有网友写道：“之前关注了一个网友，400万资金在新东方在线，赚了2000万，目前持仓市值2500万......这个人牛就牛在，新东方暴涨到30元时，他在28元卖了，预测15元接回，后来跌到15元接回，现在涨到了40元，真牛。”无论是对于投资者还是资本市场，新东方在线是今年颇具传奇色彩的公司。它经历股价最低的时节，也在短短一年的时间内跑出新的业务方向。它甚至给投资者带来一种全新的投资体验。林鹤、丽莎、朱生和杨天他们原先都不看抖音也不参与直播购物，东方甄选改变了他们的生活方式。林鹤和丽莎的日常用品不再去大型商超购买，而是全部购自于东方甄选直播间。如今，林鹤每天早上都会看二十分钟东方甄选的直播，每周会定期在直播间买书也会看同主播的排班，“不只是投资了他们的股票才看直播，而是对他们有很深的感情。”林鹤目前持有的港股股票中，新东方在线占其80%的仓位，剩余20%的股票仅是停牌或被踢出港股通的僵尸股。杨天也十分满意对于新东方在线的投资。“不仅仅是挣钱的原因，而是你很好它，它也很符合你的期待。在商业世界中，困境反转的故事少之又少。对于企业而言，困境不一定是暂时的，反转的核心在于要尊重商业运转的逻辑，尊重商业的法则，唯有如此，才有可能从绝望中找到希望。（应采访对象要求，文中林鹤、朱生、丽莎、杨天均为化名。）","news_type":1,"symbols_score_info":{"01797":0.9,"EDU":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":4268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968930103,"gmtCreate":1669090625002,"gmtModify":1676538150571,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968930103","repostId":"1127272004","repostType":4,"repost":{"id":"1127272004","kind":"news","pubTimestamp":1669074315,"share":"https://ttm.financial/m/news/1127272004?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:45","market":"us","language":"zh","title":"Overnight, a piece of news caused a complete upheaval in international oil prices.","url":"https://stock-news.laohu8.com/highlight/detail?id=1127272004","media":"华尔街见闻","summary":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必","content":"<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted in response, falling as much as 6% at one point. However, Saudi Arabia later denied the reports, with the Saudi Energy Minister stating that the current production cut of 2 million barrels per day will continue until the end of 2023, and that Saudi Arabia is ready to further cut production if necessary. Oil prices narrowed their decline significantly, and at one point recovered all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC+ will meet on December 4.</b></p><p>Affected by the news, oil prices fell rapidly and continued to widen, with international oil prices extending their intraday decline to 6%, with WTI crude oil futures at $75.30 per barrel and Brent crude oil at $82.36 per barrel. Energy stocks generally fell due to the sharp drop in international oil prices.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>The stock heavily invested in by Buffett fell by more than 5%.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It fell by more than 6% at one point during the session.<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Following the decline.</p><p><b>OPEC's aforementioned production increase plan is a partial reversal from its previous meeting, in October, where it \"cut production by 2 million barrels per day\".</b>In October, OPEC+ set production cut targets for oil supplies in November and December. The October production cut decision had a smaller impact on global crude oil supply than the headline figures, as several countries' oil production was already far below their quotas, with the actual production cut calculated to be approximately 880,000 barrels per day.</p><p><b>The timing of OPEC+ considering increasing production is unusual.</b>Usually, increased production will lower oil prices, and recently, the crude oil market has been quite sluggish. Last Friday, the crude oil futures curve underwent a significant change, with a premium appearing during the session for the first time in a year. Since 2022, WTI crude oil futures have been generally at a discount, peaking in the second quarter. Since late July, the far-month discount on crude oil has narrowed significantly, indicating a significant easing of expectations of relatively tight supply and highlighting that oil prices are significantly weaker than in the first half of the year.</p><p><b>While increasing production during a period of low oil prices may seem \"unbelievable,\" several important factors support OPEC's consideration of increasing production. These include the impending G7 price cap on Russian oil, easing tensions between the US and Saudi Arabia, peak seasonal oil demand in winter, and calls within OPEC for increased production.</b></p><p><b>However, Saudi Arabia subsequently denied the media reports.</b>Saudi Arabia also stated that it is ready to further reduce production if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement released by the Saudi Press Agency:<b>\"OPEC+'s current production cut of 2 million barrels per day will continue until the end of 2023. We are ready to intervene if further measures are needed to balance supply and demand through production cuts.\"</b></p><p><b>The UAE energy minister subsequently denied the media reports.</b>They stated that they are discussing with other OPEC+ member countries the possibility of extending the production cut agreement to the end of 2023, remain committed to OPEC+'s goal of balancing the oil market, and will support any decision to achieve this goal.</p><p><b>Oil prices narrowed their losses significantly, recovering all losses at one point during the session. U.S. crude oil rebounded above $80, while Monday's intraday low was only $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price ceiling for Russian oil</b></p><p><b>This week, the G7 is set to announce a price cap on Russian oil exports, with restrictions expected to take effect on December 5.</b>Previous reports generally pointed to the upper limit of Russian oil prices being between $40 and $60 per barrel, roughly equivalent to Russia's oil production costs before the outbreak of the Russia-Ukraine conflict, although several sources familiar with the matter said it might be higher than this level. Russia has stated that it will not sell oil to any country participating in the price cap.</p><p>Market analysts predict that the G7's price cap on Russian oil could potentially squeeze Russian crude out of the market, driving up oil prices.</p><p>If OPEC+ increases production, it will supplement Russia's crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month, in response to the looming Russian oil shortage, that Saudi Arabia will supply oil to all those who need it. Market analysts point out that OPEC members have signaled to Western countries that they will step up their actions if Russian crude oil production declines.</p><p><b>The easing of tensions between the United States and Saudi</b></p><p>OPEC's production cut decision in October angered the United States. Since the beginning of this year, the Biden administration has sought to lower oil prices in order to combat high inflation in the United States. OPEC's decision to cut oil prices ahead of the midterm elections, which the Biden administration most needed, was criticized as \"politicized,\" with market analysts pointing out that the decision benefited Russia. However, Saudi Arabia insists that the production cuts are not intended to support Russia, but rather due to signs of a global economic slowdown and potentially weak oil demand.</p><p>No matter how much Saudi Arabia \"justifies\" its production cuts, relations between Saudi Arabia and the United States have plummeted due to disagreements over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>Days before news broke that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, CCTV News reported that the U.S. government claimed the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18 local time, the US government decided to...<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>In the lawsuit filed by the fiancée of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed, Saudi Crown Prince Mohammed should enjoy immunity. Previously, it was believed that Mohammed was suspected of involvement in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also stated that the current consideration of increasing crude oil production is a response to the expected increase in oil consumption during the winter.<b>Typically, oil consumption increases during winter.</b>Compared to the average level in 2022, oil demand is expected to increase by 1.69 million barrels per day in the first quarter of next year, reaching 101.3 million barrels per day.</p><p><b>Calls within OPEC for increased production</b></p><p>Another factor driving the increase in production is,<b>OPEC's two main members, Iraq and the United Arab Emirates, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise their daily production ceilings, which, if approved, would increase oil production.</p><p>The UAE has long pushed to increase its production quotas, but has been rejected by Saudi Arabia. The UAE's strategy is to sell as much crude as possible before demand for oil dries up. Iraq is OPEC's second-largest crude oil producer. Earlier this month, Iraqi Prime Minister Mohammed Shia' al-Sudani said he would discuss new quotas with other member countries at the next meeting.</p><p>Discussions on OPEC production quotas have been stalled for months. Delegates said the idea faced opposition from some member states because many countries could not meet their current targets and raising quotas for other countries with high production capacity could raise political issues.</p><p></body></html></p>","source":"wallstreetcn_api","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>Overnight, a piece of news caused a complete upheaval in international oil prices.</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\">\nOvernight, a piece of news caused a complete upheaval in international oil prices.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-22 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted in response, falling as much as 6% at one point. However, Saudi Arabia later denied the reports, with the Saudi Energy Minister stating that the current production cut of 2 million barrels per day will continue until the end of 2023, and that Saudi Arabia is ready to further cut production if necessary. Oil prices narrowed their decline significantly, and at one point recovered all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC+ will meet on December 4.</b></p><p>Affected by the news, oil prices fell rapidly and continued to widen, with international oil prices extending their intraday decline to 6%, with WTI crude oil futures at $75.30 per barrel and Brent crude oil at $82.36 per barrel. Energy stocks generally fell due to the sharp drop in international oil prices.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>The stock heavily invested in by Buffett fell by more than 5%.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>It fell by more than 6% at one point during the session.<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Following the decline.</p><p><b>OPEC's aforementioned production increase plan is a partial reversal from its previous meeting, in October, where it \"cut production by 2 million barrels per day\".</b>In October, OPEC+ set production cut targets for oil supplies in November and December. The October production cut decision had a smaller impact on global crude oil supply than the headline figures, as several countries' oil production was already far below their quotas, with the actual production cut calculated to be approximately 880,000 barrels per day.</p><p><b>The timing of OPEC+ considering increasing production is unusual.</b>Usually, increased production will lower oil prices, and recently, the crude oil market has been quite sluggish. Last Friday, the crude oil futures curve underwent a significant change, with a premium appearing during the session for the first time in a year. Since 2022, WTI crude oil futures have been generally at a discount, peaking in the second quarter. Since late July, the far-month discount on crude oil has narrowed significantly, indicating a significant easing of expectations of relatively tight supply and highlighting that oil prices are significantly weaker than in the first half of the year.</p><p><b>While increasing production during a period of low oil prices may seem \"unbelievable,\" several important factors support OPEC's consideration of increasing production. These include the impending G7 price cap on Russian oil, easing tensions between the US and Saudi Arabia, peak seasonal oil demand in winter, and calls within OPEC for increased production.</b></p><p><b>However, Saudi Arabia subsequently denied the media reports.</b>Saudi Arabia also stated that it is ready to further reduce production if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement released by the Saudi Press Agency:<b>\"OPEC+'s current production cut of 2 million barrels per day will continue until the end of 2023. We are ready to intervene if further measures are needed to balance supply and demand through production cuts.\"</b></p><p><b>The UAE energy minister subsequently denied the media reports.</b>They stated that they are discussing with other OPEC+ member countries the possibility of extending the production cut agreement to the end of 2023, remain committed to OPEC+'s goal of balancing the oil market, and will support any decision to achieve this goal.</p><p><b>Oil prices narrowed their losses significantly, recovering all losses at one point during the session. U.S. crude oil rebounded above $80, while Monday's intraday low was only $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price ceiling for Russian oil</b></p><p><b>This week, the G7 is set to announce a price cap on Russian oil exports, with restrictions expected to take effect on December 5.</b>Previous reports generally pointed to the upper limit of Russian oil prices being between $40 and $60 per barrel, roughly equivalent to Russia's oil production costs before the outbreak of the Russia-Ukraine conflict, although several sources familiar with the matter said it might be higher than this level. Russia has stated that it will not sell oil to any country participating in the price cap.</p><p>Market analysts predict that the G7's price cap on Russian oil could potentially squeeze Russian crude out of the market, driving up oil prices.</p><p>If OPEC+ increases production, it will supplement Russia's crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month, in response to the looming Russian oil shortage, that Saudi Arabia will supply oil to all those who need it. Market analysts point out that OPEC members have signaled to Western countries that they will step up their actions if Russian crude oil production declines.</p><p><b>The easing of tensions between the United States and Saudi</b></p><p>OPEC's production cut decision in October angered the United States. Since the beginning of this year, the Biden administration has sought to lower oil prices in order to combat high inflation in the United States. OPEC's decision to cut oil prices ahead of the midterm elections, which the Biden administration most needed, was criticized as \"politicized,\" with market analysts pointing out that the decision benefited Russia. However, Saudi Arabia insists that the production cuts are not intended to support Russia, but rather due to signs of a global economic slowdown and potentially weak oil demand.</p><p>No matter how much Saudi Arabia \"justifies\" its production cuts, relations between Saudi Arabia and the United States have plummeted due to disagreements over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>Days before news broke that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, CCTV News reported that the U.S. government claimed the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18 local time, the US government decided to...<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>In the lawsuit filed by the fiancée of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed, Saudi Crown Prince Mohammed should enjoy immunity. Previously, it was believed that Mohammed was suspected of involvement in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also stated that the current consideration of increasing crude oil production is a response to the expected increase in oil consumption during the winter.<b>Typically, oil consumption increases during winter.</b>Compared to the average level in 2022, oil demand is expected to increase by 1.69 million barrels per day in the first quarter of next year, reaching 101.3 million barrels per day.</p><p><b>Calls within OPEC for increased production</b></p><p>Another factor driving the increase in production is,<b>OPEC's two main members, Iraq and the United Arab Emirates, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise their daily production ceilings, which, if approved, would increase oil production.</p><p>The UAE has long pushed to increase its production quotas, but has been rejected by Saudi Arabia. The UAE's strategy is to sell as much crude as possible before demand for oil dries up. Iraq is OPEC's second-largest crude oil producer. Earlier this month, Iraqi Prime Minister Mohammed Shia' al-Sudani said he would discuss new quotas with other member countries at the next meeting.</p><p>Discussions on OPEC production quotas have been stalled for months. Delegates said the idea faced opposition from some member states because many countries could not meet their current targets and raising quotas for other countries with high production capacity could raise political issues.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3675551\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3675551","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127272004","content_text":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必要时进一步减产。油价跌幅大幅收窄，一度收复全部失地。据媒体报道，沙特和其他OPEC成员国考虑增产原油至多50万桶/日。OPEC+将于12月4日举行会议。受消息影响，油价跌幅迅速且持续扩大，国际油价盘中跌幅扩大至6%，WTI原油期货报75.30美元/桶，布油报82.36美元/桶。受国际油价大跌影响，能源股普跌。墨菲石油跌逾5%，巴菲特重仓的西方石油盘中一度跌超6%，马拉松石油、康菲石油、英国石油跟跌。OPEC的上述增产计划，是较其上次会议、也即10月会议上“减产200万桶/日”的部分逆转。10月时，OPEC+的减产目标是为11月和12月石油供应制定的。10月的减产决议对全球原油供应的影响小于标题数字，因为几个国家的石油产量已经远低于其配额，分析计算实际减产规模为约88万桶/日。OPEC+考虑增产的时点是不寻常的。通常，增产会令油价走低，而近日，原油市场走势已经相当低迷。上周五，原油期货的曲线出现重大变化，盘中出现原油期货升水状态，是一年来首次。2022年以来，WTI原油期货整体位于贴水态势，在二季度达到峰值。7月下旬以来，原油远月贴水幅度出现明显缩窄，表明供应相对偏紧的预期明显缓解，也凸显油价走势相比上半年，明显疲弱。虽然在油价低迷期增产看似“匪夷所思”，但有几大重要因素，支撑OPEC的这一增产考量。这其中包括，七国集团（G7）对俄油的价格上限将至，美沙紧张关系的缓和，冬季季节性用油需求高峰，以及OPEC内部要求增产的呼声。不过此后沙特否认相关媒体报道。沙特方面还表示，随时准备在必要时进一步减产。沙特能源大臣Abdulaziz bin Salman在通过沙特通讯社发表的一份声明中说：“OPEC+目前每天减产200万桶的做法将持续到2023年底。如果需要采取进一步措施，通过减产来平衡供需，我们随时准备进行干预。”阿联酋能源部长随后也否认媒体报道，表示正在与OPEC+其他成员国讨论关于变更有效期至2023年底减产协议的事宜，仍致力于OPEC+平衡石油市场的目标，并将支持实现这一目标的任何决定。油价跌幅大幅收窄，盘中一度收复全部失地。美油反弹至80美元上方，而周一盘中低点仅为75.27美元。G7对俄油的价格上限本周，G7即将宣布俄罗斯石油出口价格上限，相关限制预计将于12月5日起生效。此前的消息普遍指向俄油的价格上限或在每桶40-60美元之间，基本等于俄乌冲突爆发之前俄罗斯的石油生产成本，不过多位知情人士称可能会高于这一水平。俄罗斯已表示，不会向任何参与价格上限的国家出售石油。市场分析人士预计，G7对俄油的价格上限，会潜在将俄罗斯原油挤出市场，令油价走高。OPEC+如果增产，将是对俄罗斯原油供给的补充。沙特能源部长Abdulaziz bin Salman上个月在回应迫在眉睫的俄罗斯石油短缺问题时表示，沙特将向所有需要的人供应石油。市场人士指出，OPEC成员国已向西方国家发出信号，如果俄罗斯原油产量下降，他们将加紧行动。美沙紧张关系的缓和OPEC之前10月的减产决议，激怒美国。今年以来，拜登政府努力寻求降低油价，以对抗美国高企的通胀。在拜登政府最需要的中期选举前降油价之际，OPEC当时选择减产，被指“政治化”，市场人士指出，相关决定有利于俄罗斯。不过沙特方面坚称，减产并不是为了支持俄罗斯，减产是由于全球经济出现放缓迹象，石油需求可能疲软。无论沙特怎样为减产“正名”，由于石油生产上的分歧，沙特和美国的关系跌至低谷。OPEC如果增产，有助于修复与美国的分歧。在OPEC考虑增产至多50万桶/日原油消息出来的前几天，据央视新闻报道，美国政府称沙特王储在卡舒吉案中享有豁免权。当地时间11月18日，美国政府决定，在《华盛顿邮报》记者贾迈勒·卡舒吉的未婚妻对沙特王储穆罕默德提起的诉讼中，沙特王储穆罕默德应该享有豁免权。此前，有人认为穆罕默德涉嫌参与对贾迈勒·卡舒吉的谋杀案。冬季季节性用油需求高峰OPEC代表们还表示，当前考虑的原油增产，是对冬季石油消费量将增加的回应。通常，石油消费量在冬季都会有所增加。与2022年的平均水平相比，预计明年第一季度石油需求将增加169万桶/日，达到1.013亿桶/日。OPEC内部要求增产的呼声另一个推动增产的因素是，OPEC的两个主要成员国伊拉克和阿联酋均希望生产更多石油。这两个国家都在推动OPEC允许他们提高日产量上限，倘若获得批准，这会增加石油产量。阿联酋长期以来一直在推动提高其产量配额，但遭到沙特的拒绝。阿联酋的策略是：在石油需求枯竭之前，尽可能多地出售原油。伊拉克是OPEC的第二大原油生产国，本月早些时候，伊拉克总理Mohammed Shia’ al-Sudani表示，将在下一次会议上与其他成员国讨论新的配额。关于OPEC生产配额的讨论已搁置数月。代表们表示，这一想法面临一些成员国的反对，因为许多国家无法实现他们目前的目标，提高产能高的其他国家的配额，可能会引发政治问题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963716838,"gmtCreate":1668756598224,"gmtModify":1676538108770,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963716838","repostId":"1152673631","repostType":4,"repost":{"id":"1152673631","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":1668729859,"share":"https://ttm.financial/m/news/1152673631?lang=en_US&edition=fundamental","pubTime":"2022-11-18 08:04","market":"hk","language":"zh","title":"Last Night and This Morning | Hawkish rhetoric pressured the Nasdaq down 0.35%, while Chinese concept stocks bucked the trend and surged!","url":"https://stock-news.laohu8.com/highlight/detail?id=1152673631","media":"老虎资讯综合","summary":"导语①鹰派论调施压，美股全线收跌，中概股逆市大涨；②黄金、原油携手下跌，美油重挫近5%；③英国“放大招”：加税140亿英镑；④法国财长当面声讨美国法案。一、海外市场1、美联储官员持续打压市场情绪美股收","content":"<p><html><head></head><body>Introduction ① Under pressure from hawkish rhetoric, US stocks closed lower across the board, while Chinese concept stocks bucked the trend and surged. ② Gold and crude oil prices both fell, with US crude oil plunging nearly 5%; ③ The UK makes a major move: raising tariffs by £14 billion; ④ The French Finance Minister directly condemned the US bill. I. Overseas Market</p><p>1. Federal Reserve officials continued to dampen market sentiment; US stocks closed lower, with the Nasdaq down 0.35%.</p><p>U.S. stocks closed lower on Thursday. Comments from Federal Reserve officials that the rate hike operation was far from over put pressure on the stock index. Investors are evaluating the latest economic data and earnings reports. Rising U.S. Treasury yields have fueled investor concerns about a U.S. economic recession. Federal Reserve officials reiterated their determination to continue fighting inflation and warned of more pain ahead. At the close of trading, the Dow Jones Industrial Average fell 0.02%, the Nasdaq Composite fell 0.35%, and the S&P 500 fell 0.3%.</p><p>Most large technology stocks fell.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell more than 1%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AMD rose more than 1%. The software applications and non-ferrous metals sectors saw the largest declines.<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>McMoran Copper fell more than 6%, and McMoran Copper fell more than 2%. Consumer electronics and anti-epidemic concept stocks rose, with Qorvo up over 5% and Vaccinex up over 4%.<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>It rose by more than 2%.</p><p>2. Popular Chinese concept stocks bucked the trend and generally rose.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 7%</p><p>Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising 3.71%. Alibaba, JD.com, and Weibo rose more than 7%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose more than 4%.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Full Truck Alliance rose more than 1%.<a href=\"https://laohu8.com/S/QD\">Qudian</a>It fell more than 5%.<a href=\"https://laohu8.com/S/MF\">Missfresh</a>It fell more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell slightly.</p><p>3. Most major European stock indices closed lower, with the Euro Stoxx 50 down 0.11%.</p><p>Most major European stock indices closed lower on Thursday, with Germany's DAX 30 rising 0.23%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.06%, the French CAC40 index fell 0.47%, and the Euro Stoxx 50 index fell 0.11%.</p><p>4. US WTI crude oil closed down 4.6%, hitting its lowest closing price since the end of September.</p><p>West Texas Intermediate (WTI) crude oil futures for December delivery on the New York Mercantile Exchange fell $3.95, or 4.6%, to settle at $81.64 a barrel, the lowest closing price for the most active contract since September 30.</p><p>5. New York gold futures closed down 0.7% on Thursday.</p><p>Gold for December delivery on the New York Mercantile Exchange fell $12.80, or 0.7%, to settle at $1,763 an ounce. Expectations of rate hike from the Federal Reserve have driven a stronger dollar and rising Treasury Bond yields, putting pressure on gold prices.</p><p>II. Macro News</p><p>1. \"Hawk King\" Bullard: The Fed hasn't done enough and still needs further rate hike.</p><p>On Thursday (November 17) local time, St. Louis Federal Reserve President Bullard said that rate hike has had a limited impact on inflation so far, and therefore the Fed still needs further rate hike to achieve its goal of quelling inflation.</p><p>So far this year, the Federal Reserve has entered rate hike six times, raising interest rates by a total of 375 basis points and raising the target range for the federal interest rate to 3.75%-4%, marking the central bank's most aggressive rate hike cycle since the 1980s.</p><p>2. The United States will issue guidance on the price cap for Russian oil.</p><p>A U.S. official recently stated that the government plans to issue guidelines in the coming days regarding the price cap on Russian oil, which will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is maintaining close contact with industry and international partners on the oil price cap issue and will address the issue with flexibility. The United States, its G7 allies, and Australia plan to restrict the price of Russian seaborne oil starting December 5, with a second round of restrictions on petroleum products set to take effect on February 5 next year.</p><p>3. Federal Reserve officials took turns emphasizing rate hike, with the latest one claiming that interest rates need to reach at least 5%-5.25%.</p><p>St. Louis Federal Reserve President James Bullard said the Fed needs to rate hike to \"at least\" 5%-5.25% to curb inflation. Financial markets shook in response, and investors recalibrated their expectations for peak interest rates.</p><p>After his speech on Thursday, Bullard told reporters, \"In the past, I thought 4.75%-5% was enough, but based on the current analysis, I would recommend raising it to 5%-5.25%, which is the minimum level. According to the analysis, at least this level is enough to keep interest rates in a restrictive area.\" Prior to Bullard's speech, several Federal Reserve officials had already reiterated their commitment to raising interest rates.</p><p>4. LME nickel prices fell nearly 8% again during trading after the UK released its autumn budget, implementing a combination of tax increases and spending cuts.</p><p>Last night, LME nickel continued its downward trend, falling nearly 8% as of 23:45. By the close of trading this morning, LME nickel had fallen again by about 9%, marking a two-day drop of nearly 20%.</p><p>On the evening of November 17, British Chancellor of the Exchequer Jeremy Hunt released the government's autumn budget. Hunt stated that, according to data from the Office for Budget Responsibility, the \"main reason\" for the UK's current high inflation rate is the current global situation.</p><p>Regarding personal income tax, the 45% personal income tax threshold will be reduced from £150,000 per year to £125,140. From January 1 to March 28, 2023, the UK government will increase the energy profits tax levied on oil and gas companies from 25% to 35%, and will impose a temporary tax of 45% on power companies from January 1. These measures are expected to generate £14 billion in revenue for the UK government.</p><p>5. UN Secretary-General António Guterres: All parties should take action to reach an agreement on a climate agreement.</p><p>On Thursday (November 17) local time, UN Secretary-General António Guterres called on countries to \"take action\" on climate issues, overcome the \"breakdown of trust\" between rich and poor countries, reach an agreement on a climate agreement, and save the world from global warming.</p><p>Guterres told reporters, \"Now is not the time to blame each other; shirking responsibility will only lead to destruction.\" He called on all parties to take action in three key areas: effectively addressing loss and damage, narrowing the emissions gap, and fulfilling financing commitments.</p><p>6. The French Finance Minister directly condemned the Inflation Reduction Act and demanded that the Biden administration amend it.</p><p>According to multiple media reports, during the 17th G20 Leaders' Summit, French officials again warned the United States that the previously passed Inflation Reduction Act threatened the European economy and urged the Biden administration to amend the law.</p><p>On Wednesday (November 16) local time, French Economy and Finance Minister Bruno Le Maire told the media that the U.S. government's subsidy policy for \"Made in America\" cars will put European automakers at a competitive disadvantage and harm the European economy.</p><p>7. Industry executives: US shale oil growth slows, OPEC has regained its dominant position.</p><p>At an investor conference held in Miami, Florida on Thursday (November 17) local time,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>Company CEO John Hess said that amid slowing growth in U.S. shale oil, the Organization of the Petroleum Exporting Countries (OPEC), as the largest production regulator, has regained its dominant position.</p><p>Swing producers are typically oligopolistic suppliers of a particular commodity who control its global reserves and possess significant spare capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby influencing prices and balancing markets. Typical production regulators include Saudi Arabian oil, Russian potash, and historically De Beers diamonds.</p><p>8. Pelosi: Will not run for Democratic Party leadership but will continue to serve as a member of parliament.</p><p>Pelosi's era is over. On Thursday (November 17) Eastern Time, after 20 years of leading the Democratic Party, U.S. House Speaker Nancy Pelosi announced that she will step down as House Democratic Leader and will no longer run for Democratic leadership, but will continue to serve as a member of the House.</p><p>Previously, in the 2022 midterm elections, Democrats lost control of the House of Representatives but retained control of the Senate. The departure of 82-year-old Pelosi is expected to lead to a major reshuffle of the House Democratic Party.</p><p>9. U.S. mortgage rates fell to 6.61%, the largest drop since 1981.</p><p>U.S. mortgage rates suffered their biggest weekly drop in nearly 41 years, retreating after a rapid rise. Freddie Mac said in a statement on Thursday that the average interest rate on a 30-year fixed-rate mortgage is 6.61%, the lowest level in nearly two months. Last week it was 7.08%. The decline in mortgage rates follows the recent trend in the 10-year Treasury Bond yield, as official data last week showed inflation eased in October. Investors therefore expect the Federal Reserve to begin slowing rate hike in the coming months. However, Federal Reserve Chairman Jerome Powell has stated that it is too early to consider a pause.</p><p>10. bottom out? European car sales rose 14% year-on-year in October, marking the third consecutive month of growth.</p><p>European car sales rose for the third consecutive month in October as supply chain issues eased, but market concerns are growing that the deteriorating economic situation may deter car buyers.</p><p>Data from the European Automobile Manufacturers Association (ACEA) released Thursday showed that EU, EFTA, and UK automakers delivered a total of 910,753 vehicles last month, a 14% year-on-year increase.</p><p>III. Company News</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's turning point is approaching: After Taobao and Tmall, Alibaba Cloud and Cainiao will take the lead.</a></p><p>On the evening of November 17, Alibaba announced its results for the quarter ended September 17, 2022. This quarter, Alibaba's revenue reached 207.176 billion yuan, a year-on-year increase of 3%; Adjusted EBITA increased by 29% year-on-year to RMB 36.164 billion, meeting market expectations. In summary, Alibaba is in a critical period of adjustment, and Cainiao and Alibaba Cloud are expected to shoulder the burden of Alibaba's next stage of growth. Among them, Cainiao's operating revenue before offsetting cross-segment transactions increased by 26% year-on-year to RMB 18.282 billion in the quarter; Alibaba Cloud's adjusted EBITA was 434 million yuan, achieving profitability for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Autonomous vehicles face another downturn; Volkswagen's new CEO may postpone or cancel related plans.</a></p><p>Newly appointed Volkswagen Group CEO Oliver Blume is evaluating the autonomous vehicle project, marking the first time in his two months in office that he has revised the company's strategic direction. According to sources familiar with the matter, Bloomer may delay the Trinty autonomous vehicle project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Brummer and Volkswagen CEO Thomas Schaefer, the two executives stated, \"We are taking this opportunity to review all projects and investments and determine whether they are feasible.\"</p><p>3、<a href=\"https://laohu8.com/NW/2284496711\" target=\"_blank\">Employees at more than 100 Starbucks stores launched a strike demanding higher wages and benefits.</a></p><p>On Thursday, Eastern Time, employees at more than 100 Starbucks stores joined forces to strike in an attempt to pressure the company to raise wages and benefits. The Starbucks union said the strike occurred on Starbucks' \"Red Cup Day,\" an annual promotional event that is typically one of the busiest days of the year and is seen as a key driver of the company's fourth-quarter sales. Before the strike, the union stated, \"Starbucks' anti-union movement began in the summer of 2021, when Starbucks sent more than 100 managers, executives, and corporate representatives to monitor, threaten, and intimidate workers. Since then, Starbucks' destruction of the union has worsened.\"</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>and<a href=\"https://laohu8.com/S/GM\">general motors</a>Signed a long-term nickel supply agreement with Canada</p><p>Vale Canada and General Motors announced on Thursday that they have signed a long-term nickel supply agreement under which Vale's Canadian factories will supply General Motors with battery-grade nickel sulfate on a long-term basis to support its rapidly growing electric vehicle production needs in North America. This move highlights Vale's market leadership as North America's largest producer of finished nickel products and its unique strategic position as the preferred supplier for the electric vehicle industry.</p><p>5. General Motors expects to sell 15 million light vehicles in the United States in 2023.</p><p>General Motors' CFO stated that the company expects to sell 15 million light vehicles in the United States in 2023. Supply chain challenges remain in 2023; We look forward to \"normalizing pricing\" in the US auto market.</p><p>6. Lithium mining giant SQM expects high lithium prices to continue in 2023, with net profit increasing tenfold.</p><p>Despite the promising long-term outlook for the lithium mining market, it faces headwinds in the short term. Chilean lithium mining giant SQM saw its net profit increase nearly tenfold year-on-year in the third quarter, driven by soaring lithium prices and record sales. Meanwhile, SQM predicts that global lithium demand will grow by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, SQM released financial data showing that its revenue in the third quarter of this year increased by 347% year-on-year to $2.958 billion, and net profit surged nearly tenfold to $1.1 billion, exceeding analysts' expectations. Among them, revenue from its lithium mining business increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">While others panic, I'm greedy; \"Sister Wood\" continues to buy cryptocurrency assets at rock-bottom prices.</a></p><p>As the FTX collapse triggered turmoil in the cryptocurrency world, Cathie Wood, nicknamed \"Sister Wood,\" continued to buy cryptocurrency assets at bargain prices, while others feared she was greedy.</p><p>On Wednesday, ARKK, the flagship fund of \"Sister Wood,\" bought nearly 164,000 shares of Coinbase, while its other ETF, Ark Fintech Innovation (ARKF), increased its holdings by about 82,000 shares of Coinbase. In addition, it also bought about 141,000 shares of Silvergate Capital.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night and This Morning | Hawkish rhetoric pressured the Nasdaq down 0.35%, while Chinese concept stocks bucked the trend and surged!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night and This Morning | Hawkish rhetoric pressured the Nasdaq down 0.35%, while Chinese concept stocks bucked the trend and surged!\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\">2022-11-18 08:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Introduction ① Under pressure from hawkish rhetoric, US stocks closed lower across the board, while Chinese concept stocks bucked the trend and surged. ② Gold and crude oil prices both fell, with US crude oil plunging nearly 5%; ③ The UK makes a major move: raising tariffs by £14 billion; ④ The French Finance Minister directly condemned the US bill. I. Overseas Market</p><p>1. Federal Reserve officials continued to dampen market sentiment; US stocks closed lower, with the Nasdaq down 0.35%.</p><p>U.S. stocks closed lower on Thursday. Comments from Federal Reserve officials that the rate hike operation was far from over put pressure on the stock index. Investors are evaluating the latest economic data and earnings reports. Rising U.S. Treasury yields have fueled investor concerns about a U.S. economic recession. Federal Reserve officials reiterated their determination to continue fighting inflation and warned of more pain ahead. At the close of trading, the Dow Jones Industrial Average fell 0.02%, the Nasdaq Composite fell 0.35%, and the S&P 500 fell 0.3%.</p><p>Most large technology stocks fell.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell more than 2%.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>It fell more than 1%.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>AMD rose more than 1%. The software applications and non-ferrous metals sectors saw the largest declines.<a href=\"https://laohu8.com/S/CENX\">Century Aluminum</a>McMoran Copper fell more than 6%, and McMoran Copper fell more than 2%. Consumer electronics and anti-epidemic concept stocks rose, with Qorvo up over 5% and Vaccinex up over 4%.<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>It rose by more than 2%.</p><p>2. Popular Chinese concept stocks bucked the trend and generally rose.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 7%</p><p>Popular Chinese concept stocks generally rose, with the Nasdaq China Golden Dragon Index rising 3.71%. Alibaba, JD.com, and Weibo rose more than 7%.<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 5%.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It rose more than 4%.<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 3%.<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose more than 2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>Full Truck Alliance rose more than 1%.<a href=\"https://laohu8.com/S/QD\">Qudian</a>It fell more than 5%.<a href=\"https://laohu8.com/S/MF\">Missfresh</a>It fell more than 1%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell slightly.</p><p>3. Most major European stock indices closed lower, with the Euro Stoxx 50 down 0.11%.</p><p>Most major European stock indices closed lower on Thursday, with Germany's DAX 30 rising 0.23%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.06%, the French CAC40 index fell 0.47%, and the Euro Stoxx 50 index fell 0.11%.</p><p>4. US WTI crude oil closed down 4.6%, hitting its lowest closing price since the end of September.</p><p>West Texas Intermediate (WTI) crude oil futures for December delivery on the New York Mercantile Exchange fell $3.95, or 4.6%, to settle at $81.64 a barrel, the lowest closing price for the most active contract since September 30.</p><p>5. New York gold futures closed down 0.7% on Thursday.</p><p>Gold for December delivery on the New York Mercantile Exchange fell $12.80, or 0.7%, to settle at $1,763 an ounce. Expectations of rate hike from the Federal Reserve have driven a stronger dollar and rising Treasury Bond yields, putting pressure on gold prices.</p><p>II. Macro News</p><p>1. \"Hawk King\" Bullard: The Fed hasn't done enough and still needs further rate hike.</p><p>On Thursday (November 17) local time, St. Louis Federal Reserve President Bullard said that rate hike has had a limited impact on inflation so far, and therefore the Fed still needs further rate hike to achieve its goal of quelling inflation.</p><p>So far this year, the Federal Reserve has entered rate hike six times, raising interest rates by a total of 375 basis points and raising the target range for the federal interest rate to 3.75%-4%, marking the central bank's most aggressive rate hike cycle since the 1980s.</p><p>2. The United States will issue guidance on the price cap for Russian oil.</p><p>A U.S. official recently stated that the government plans to issue guidelines in the coming days regarding the price cap on Russian oil, which will take effect on December 5. Mullinax, director of the U.S. Office of Sanctions Policy and Enforcement, said the government is maintaining close contact with industry and international partners on the oil price cap issue and will address the issue with flexibility. The United States, its G7 allies, and Australia plan to restrict the price of Russian seaborne oil starting December 5, with a second round of restrictions on petroleum products set to take effect on February 5 next year.</p><p>3. Federal Reserve officials took turns emphasizing rate hike, with the latest one claiming that interest rates need to reach at least 5%-5.25%.</p><p>St. Louis Federal Reserve President James Bullard said the Fed needs to rate hike to \"at least\" 5%-5.25% to curb inflation. Financial markets shook in response, and investors recalibrated their expectations for peak interest rates.</p><p>After his speech on Thursday, Bullard told reporters, \"In the past, I thought 4.75%-5% was enough, but based on the current analysis, I would recommend raising it to 5%-5.25%, which is the minimum level. According to the analysis, at least this level is enough to keep interest rates in a restrictive area.\" Prior to Bullard's speech, several Federal Reserve officials had already reiterated their commitment to raising interest rates.</p><p>4. LME nickel prices fell nearly 8% again during trading after the UK released its autumn budget, implementing a combination of tax increases and spending cuts.</p><p>Last night, LME nickel continued its downward trend, falling nearly 8% as of 23:45. By the close of trading this morning, LME nickel had fallen again by about 9%, marking a two-day drop of nearly 20%.</p><p>On the evening of November 17, British Chancellor of the Exchequer Jeremy Hunt released the government's autumn budget. Hunt stated that, according to data from the Office for Budget Responsibility, the \"main reason\" for the UK's current high inflation rate is the current global situation.</p><p>Regarding personal income tax, the 45% personal income tax threshold will be reduced from £150,000 per year to £125,140. From January 1 to March 28, 2023, the UK government will increase the energy profits tax levied on oil and gas companies from 25% to 35%, and will impose a temporary tax of 45% on power companies from January 1. These measures are expected to generate £14 billion in revenue for the UK government.</p><p>5. UN Secretary-General António Guterres: All parties should take action to reach an agreement on a climate agreement.</p><p>On Thursday (November 17) local time, UN Secretary-General António Guterres called on countries to \"take action\" on climate issues, overcome the \"breakdown of trust\" between rich and poor countries, reach an agreement on a climate agreement, and save the world from global warming.</p><p>Guterres told reporters, \"Now is not the time to blame each other; shirking responsibility will only lead to destruction.\" He called on all parties to take action in three key areas: effectively addressing loss and damage, narrowing the emissions gap, and fulfilling financing commitments.</p><p>6. The French Finance Minister directly condemned the Inflation Reduction Act and demanded that the Biden administration amend it.</p><p>According to multiple media reports, during the 17th G20 Leaders' Summit, French officials again warned the United States that the previously passed Inflation Reduction Act threatened the European economy and urged the Biden administration to amend the law.</p><p>On Wednesday (November 16) local time, French Economy and Finance Minister Bruno Le Maire told the media that the U.S. government's subsidy policy for \"Made in America\" cars will put European automakers at a competitive disadvantage and harm the European economy.</p><p>7. Industry executives: US shale oil growth slows, OPEC has regained its dominant position.</p><p>At an investor conference held in Miami, Florida on Thursday (November 17) local time,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>Company CEO John Hess said that amid slowing growth in U.S. shale oil, the Organization of the Petroleum Exporting Countries (OPEC), as the largest production regulator, has regained its dominant position.</p><p>Swing producers are typically oligopolistic suppliers of a particular commodity who control its global reserves and possess significant spare capacity. Swing producers are able to increase or decrease supply with minimal additional internal costs, thereby influencing prices and balancing markets. Typical production regulators include Saudi Arabian oil, Russian potash, and historically De Beers diamonds.</p><p>8. Pelosi: Will not run for Democratic Party leadership but will continue to serve as a member of parliament.</p><p>Pelosi's era is over. On Thursday (November 17) Eastern Time, after 20 years of leading the Democratic Party, U.S. House Speaker Nancy Pelosi announced that she will step down as House Democratic Leader and will no longer run for Democratic leadership, but will continue to serve as a member of the House.</p><p>Previously, in the 2022 midterm elections, Democrats lost control of the House of Representatives but retained control of the Senate. The departure of 82-year-old Pelosi is expected to lead to a major reshuffle of the House Democratic Party.</p><p>9. U.S. mortgage rates fell to 6.61%, the largest drop since 1981.</p><p>U.S. mortgage rates suffered their biggest weekly drop in nearly 41 years, retreating after a rapid rise. Freddie Mac said in a statement on Thursday that the average interest rate on a 30-year fixed-rate mortgage is 6.61%, the lowest level in nearly two months. Last week it was 7.08%. The decline in mortgage rates follows the recent trend in the 10-year Treasury Bond yield, as official data last week showed inflation eased in October. Investors therefore expect the Federal Reserve to begin slowing rate hike in the coming months. However, Federal Reserve Chairman Jerome Powell has stated that it is too early to consider a pause.</p><p>10. bottom out? European car sales rose 14% year-on-year in October, marking the third consecutive month of growth.</p><p>European car sales rose for the third consecutive month in October as supply chain issues eased, but market concerns are growing that the deteriorating economic situation may deter car buyers.</p><p>Data from the European Automobile Manufacturers Association (ACEA) released Thursday showed that EU, EFTA, and UK automakers delivered a total of 910,753 vehicles last month, a 14% year-on-year increase.</p><p>III. Company News</p><p>1、<a href=\"https://laohu8.com/NW/2284999087\" target=\"_blank\">Alibaba's turning point is approaching: After Taobao and Tmall, Alibaba Cloud and Cainiao will take the lead.</a></p><p>On the evening of November 17, Alibaba announced its results for the quarter ended September 17, 2022. This quarter, Alibaba's revenue reached 207.176 billion yuan, a year-on-year increase of 3%; Adjusted EBITA increased by 29% year-on-year to RMB 36.164 billion, meeting market expectations. In summary, Alibaba is in a critical period of adjustment, and Cainiao and Alibaba Cloud are expected to shoulder the burden of Alibaba's next stage of growth. Among them, Cainiao's operating revenue before offsetting cross-segment transactions increased by 26% year-on-year to RMB 18.282 billion in the quarter; Alibaba Cloud's adjusted EBITA was 434 million yuan, achieving profitability for two consecutive years.</p><p>2、<a href=\"https://laohu8.com/NW/2284792387\" target=\"_blank\">Autonomous vehicles face another downturn; Volkswagen's new CEO may postpone or cancel related plans.</a></p><p>Newly appointed Volkswagen Group CEO Oliver Blume is evaluating the autonomous vehicle project, marking the first time in his two months in office that he has revised the company's strategic direction. According to sources familiar with the matter, Bloomer may delay the Trinty autonomous vehicle project and cancel plans to build a new factory for the project near the company's headquarters. In a letter to employees from Brummer and Volkswagen CEO Thomas Schaefer, the two executives stated, \"We are taking this opportunity to review all projects and investments and determine whether they are feasible.\"</p><p>3、<a href=\"https://laohu8.com/NW/2284496711\" target=\"_blank\">Employees at more than 100 Starbucks stores launched a strike demanding higher wages and benefits.</a></p><p>On Thursday, Eastern Time, employees at more than 100 Starbucks stores joined forces to strike in an attempt to pressure the company to raise wages and benefits. The Starbucks union said the strike occurred on Starbucks' \"Red Cup Day,\" an annual promotional event that is typically one of the busiest days of the year and is seen as a key driver of the company's fourth-quarter sales. Before the strike, the union stated, \"Starbucks' anti-union movement began in the summer of 2021, when Starbucks sent more than 100 managers, executives, and corporate representatives to monitor, threaten, and intimidate workers. Since then, Starbucks' destruction of the union has worsened.\"</p><p>4、<a href=\"https://laohu8.com/S/VALE\">Vale</a>and<a href=\"https://laohu8.com/S/GM\">general motors</a>Signed a long-term nickel supply agreement with Canada</p><p>Vale Canada and General Motors announced on Thursday that they have signed a long-term nickel supply agreement under which Vale's Canadian factories will supply General Motors with battery-grade nickel sulfate on a long-term basis to support its rapidly growing electric vehicle production needs in North America. This move highlights Vale's market leadership as North America's largest producer of finished nickel products and its unique strategic position as the preferred supplier for the electric vehicle industry.</p><p>5. General Motors expects to sell 15 million light vehicles in the United States in 2023.</p><p>General Motors' CFO stated that the company expects to sell 15 million light vehicles in the United States in 2023. Supply chain challenges remain in 2023; We look forward to \"normalizing pricing\" in the US auto market.</p><p>6. Lithium mining giant SQM expects high lithium prices to continue in 2023, with net profit increasing tenfold.</p><p>Despite the promising long-term outlook for the lithium mining market, it faces headwinds in the short term. Chilean lithium mining giant SQM saw its net profit increase nearly tenfold year-on-year in the third quarter, driven by soaring lithium prices and record sales. Meanwhile, SQM predicts that global lithium demand will grow by 40% this year, and the rise in lithium prices will continue into 2023.</p><p>On Thursday, SQM released financial data showing that its revenue in the third quarter of this year increased by 347% year-on-year to $2.958 billion, and net profit surged nearly tenfold to $1.1 billion, exceeding analysts' expectations. Among them, revenue from its lithium mining business increased by more than 12 times.</p><p>7、<a href=\"https://laohu8.com/NW/2284185327\" target=\"_blank\">While others panic, I'm greedy; \"Sister Wood\" continues to buy cryptocurrency assets at rock-bottom prices.</a></p><p>As the FTX collapse triggered turmoil in the cryptocurrency world, Cathie Wood, nicknamed \"Sister Wood,\" continued to buy cryptocurrency assets at bargain prices, while others feared she was greedy.</p><p>On Wednesday, ARKK, the flagship fund of \"Sister Wood,\" bought nearly 164,000 shares of Coinbase, while its other ETF, Ark Fintech Innovation (ARKF), increased its holdings by about 82,000 shares of Coinbase. In addition, it also bought about 141,000 shares of Silvergate Capital.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"QID":"两倍做空纳斯达克指数ETF-ProShares","BK4581":"高盛持仓","03086":"华夏纳指","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","QQQ":"纳指100ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152673631","content_text":"导语①鹰派论调施压，美股全线收跌，中概股逆市大涨；②黄金、原油携手下跌，美油重挫近5%；③英国“放大招”：加税140亿英镑；④法国财长当面声讨美国法案。一、海外市场1、美联储官员持续打压市场情绪美股收跌纳指跌0.35%美股周四收跌。美联储官员关于加息行动远未结束的言论令股指承压。投资者正在评估最新经济数据与财报。美债收益率攀升激起投资者对美国经济衰退的担忧。美联储官员重申了他们继续抗击通胀的决心，并警告称未来还会面临更多痛苦。截止收盘，道琼斯指数跌0.02%，纳斯达克指数跌0.35%，标普500指数跌0.3%。大型科技股多数下跌，亚马逊、特斯拉跌逾2%，英伟达跌逾1%，苹果、AMD涨超1%。软件应用、有色金属板块跌幅居前，世纪铝业跌超6%，麦克莫兰铜业跌超2%。消费电子、抗疫概念股走高，Qorvo涨超5%，Vaccinex涨超4%，礼来涨超2%。2、热门中概股逆市普涨阿里巴巴、京东涨超7%热门中概股普涨，纳斯达克中国金龙指数涨3.71%。阿里巴巴、京东、微博涨超7%，唯品会、百度涨超5%，拼多多涨超4%，爱奇艺、理想汽车涨超3%，哔哩哔哩涨超2%，蔚来、满帮涨超1%。趣店跌超5%，每日优鲜跌超1%，网易、小鹏汽车小幅下跌。3、欧股主要指数多数收跌 欧洲斯托克50指数跌0.11%欧股主要指数周四多数收跌，德国DAX30指数涨0.23%，英国富时100指数跌0.06%，法国CAC40指数跌0.47%，欧洲斯托克50指数跌0.11%。4、美国WTI原油收跌4.6% 创9月底以来最低收盘价纽约商品交易所12月交货的美国基准西德克萨斯中质原油(WTI)期货价格下跌3.95美元，跌幅为4.6%，收于每桶81.64美元，创9月30日以来最活跃合约的最低收盘价。5、纽约黄金期货周四收跌0.7%纽约商品交易所12月交割的黄金下跌12.80美元，跌幅为0.7%，收于每盎司1763美元。美联储的加息预期推动美元走强和国债收益率攀升，导致金价承压。二、宏观新闻1、“鹰王”布拉德：美联储做得还不够 仍需进一步加息当地时间周四(11月17日)，圣路易斯联储主席布拉德表示，到目前为止，加息对通胀的影响是有限的，因此美联储仍需进一步加息才能实现平息通胀的目标。今年迄今为止，美联储共进加息六次，累计升息375个基点，将联邦利率目标区间上调至3.75%-4%，这是该央行自上世纪80年代以来最激进的加息周期。2、美国将对俄罗斯石油价格上限发布指导意见美国一位官员近日表示，政府计划在未来几天就将于12月5日生效的俄罗斯石油价格上限发布指导意见。美国制裁政策与执行办公室主任Mullinax表示，政府正就油价上限问题与业界和国际合作伙伴保持密切联系，并将本着灵活的精神来处理这一问题。美国及其G7盟国和澳大利亚计划从12月5日起限制俄罗斯海运石油的价格，对石油产品的第二次限制将于明年2月5日生效。3、美联储官员轮番上阵强调加息 最新一人声称利率至少要到5%-5.25%圣路易斯联储行长James Bullard表示，美联储“至少”要加息到5%-5.25%才能够遏制通胀。金融市场应声大震，投资者重新校准对利率峰值的预估。Bullard在周四演讲结束后他对记者表示，“过去我认为4.75%-5%就可以了，但根据目前的分析，我会建议加到5%-5.25%，这是最低水平。根据分析，至少到这个水平才能让利率处于限制性区域”。在Bullard发言前，已经有数名美联储官员重申过升息决心。4、伦镍盘中再跌近8% 英国公布秋季预算：打出“增税+缩减开支”组合拳昨夜，伦镍延续跌势，截至23:45，伦镍跌近8%。截至今晨收盘，伦镍再度收跌约9%，两日跌近20%。11月17日晚间，英国财政大臣杰里米·亨特发布了政府秋季预算案。亨特表示，根据预算责任办公室的数据，造成英国目前高通胀率的“主要原因”是全球当前形势。个人所得税方面，45%的个税起征点将从年收入150000英镑降低至125140英镑。从2023年1月1日到3月28日，英国政府对石油和天然气企业征收的能源利润税将从25%提高至35%，并从1月1日起对电力企业征收45%的临时税。预计这些措施将为英国政府带来140亿英镑的收入。5、联合国秘书长古特雷斯：各方应该行动起来 在气候协议方面达成一致当地时间周四(11月17日)，联合国秘书长古特雷斯呼吁各国在气候议题上“行动起来”，克服富国和穷国之间的“信任破裂”，在气候协议方面达成一致，将世界从全球变暖中拯救出来。古特雷斯告诉记者，“现在不是相互指责的时候，推卸责任只会带来毁灭”。他呼吁各方在三个关键领域采取行动，即有效应对损失与损害、缩小排放差距、兑现融资承诺。6、法国财长当面声讨《通胀削减法案》 要求拜登政府进行修正综合多家媒体报道，在二十国集团(G20)领导人第十七次峰会期间，法国官员再次警告美国，称先前通过的《通胀削减法案》威胁到了欧洲的经济，敦促拜登政府修正该法案。当地时间周三(11月16日)，法国经济和财政部长勒梅尔(Bruno Le Maire)告诉媒体，美国政府对“美国制造”汽车的补贴政策将使欧洲汽车制造商处于竞争劣势，对欧洲经济造成损害。7、行业高管：美国页岩油增长放缓 欧佩克已重回主导地位当地时间周四(11月17日)，在佛罗里达州迈阿密举行的投资者会议上，美国能源公司首席执行官John Hess表示，在美国页岩油增长放缓的情节下，石油输出国组织(OPEC，简称欧佩克)作为最大的产量调节者，重新回到了主导地位。所谓产量调节者(Swing Producer)，通常指某一商品的或寡头垄断供应商，控制其全球储量并拥有大量闲置产能。摇摆生产者能够以最低的额外内部成本增加或减少供应，从而影响价格和平衡市场。比较典型的产量调节者包括沙特阿拉伯的石油、俄罗斯的钾肥以及历史上戴比尔斯公司的钻石。8、佩洛西：不会竞选民主党领导职位 但将继续担任议员佩洛西的时代已经结束了，美东时间周四(11月17日)，在领导民主党20年之后，美国众议院议长佩洛西表示，她将卸任众议院民主党领袖一职，不会再竞选民主党领导职位，但将继续担任众议院议员。此前，在2022年中期选举中，民主党失去了对众议院的控制，但保持了对参议院的控制。82岁的佩洛西的离职，预计将使众议院民主党迎来重大改组。9、美国抵押贷款利率跌至6.61% 创1981年以来最大降幅美国的抵押贷款利率创下近41年来最大周跌幅，在经历快速上涨之后有所回落。房地美周四发布声明称，30年期固定利率抵押贷款的平均利率为6.61%，为近两个月来最低水平。上周为7.08%。抵押贷款利率的下降追随了10年期国债收益率最近的走势，因上周的官方数据显示10月份通胀缓解。投资者据此预计美联储未来几个月可能开始放慢加息。不过，美联储主席杰罗姆·鲍威尔已经表示，现在考虑停顿为时尚早。10、触底反弹？欧洲汽车10月销量同比增长14% 连续三个月保持增长随着供应链问题的缓解，10月份欧洲汽车销量连续第三个月增长，然而市场越来越担心，不断恶化的经济状况可能令购车者望而却步。欧洲汽车制造商协会(ACEA)周四数据显示，欧盟、欧洲自由贸易联盟(EFTA)和英国汽车制造商上个月共交付91.0753万辆汽车，同比增长14%。三、公司新闻1、阿里巴巴拐点将至：淘宝天猫之后 阿里云、菜鸟扛旗11月17日晚间，阿里巴巴公布2022年9月底止季度业绩。本季度，阿里巴巴收入2071.76亿元，同比增长3%；经调整EBITA同比增长29%至人民币361.64亿元，达到市场预期。综合来看，阿里正处于关键的调整期，菜鸟、阿里云有望扛起阿里巴巴下一个阶段的增长。其中，菜鸟在该季度，抵销跨分部交易前营业收入同比增长26%至182.82亿元；阿里云的经调整EBITA为4.34亿元，连续两年实现盈利。2、自动驾驶汽车又遇寒流 大众新CEO可能推迟或取消相关计划刚刚履新不久的大众汽车集团CEO奥利弗·布鲁默 (Oliver Blume)正在评估自动驾驶汽车项目，这是他上任两个月来首次出现调整公司战略方向的消息。据知情人士透露，布鲁默可能会延后Trinty自动驾驶汽车项目，并取消在公司总部附近为该项目建设新工厂的计划。在一份布鲁默和大众乘用车CEO托马斯·舍费尔写给员工的信中，两位高管表示“我们正在利用这个机会，审查所有的项目和投资，并确定它们是否可行”。3、星巴克100多家门店员工发起罢工运动 要求提高工资和福利美东时间周四，星巴克100多家门店的员工联合举行了罢工运动，他们试图向公司施压，以提高工资和福利水平。星巴克工会表示，罢工发生在星巴克的“红杯日”，这是星巴克一年一度的促销活动，这通常是一年中最忙的日子之一，这一促销活动也被视为该公司第四季度销售的一个关键推动因素。工会在罢工前表示：“星巴克的反工会运动始于2021年夏天，当时星巴克派了100多名经理、高管和企业代表监视、威胁和恐吓工人。从那时起，星巴克对工会的破坏越来越糟糕。”4、淡水河谷和通用汽车签署加拿大长期镍供应协议淡水河谷加拿大公司和通用汽车周四宣布，他们已经签署了一项长期镍供应协议，淡水河谷旗下位于加拿大的工厂将向通用汽车长期供应电池级硫酸镍，以支持其在北美快速增长的电动汽车生产需求。这一举措凸显了淡水河谷作为北美最大镍成品生产商的市场领先地位，以及作为电动汽车行业首选供应商的独特战略地位。5、通用汽车预计2023年美国轻型汽车销量达1500万辆通用汽车CFO表示，通用汽车预计2023年美国轻型汽车销量达1500万辆；2023年供应链挑战依然存在；期待美国汽车市场“定价正常化”。6、净利润增长10倍 锂矿巨头SQM预计高锂价将在2023年延续尽管长期锂矿市场前景向好，但短期内面临逆风因素。受锂价飙升以及销量创纪录影响，智利锂矿巨头SQM三季度净利同比增长近10倍。同时SQM预计，今年全球锂需求将增长40%，锂价上涨将延续到2023年。周四，SQM公布的财报数据显示，今年三季度营收同比增长347%至29.58亿美元，净利润大涨近十倍至11亿美元，超出分析师的预期，其中锂矿业务收入增长逾12倍。7、别人恐慌我贪婪，“木头姐”继续抄底数字货币类资产FTX暴雷引发币圈动荡之际，“木头姐”Cathie Wood别人恐慌我贪婪，持续抄底数字货币类资产。周三，“木头姐”的旗舰基金ARKK买入接近16.4万股Coinbase，旗下另一只ETF方舟金融科技创新（ARKF）加仓约8.2万股Coinbase，此外还买入约14.1万股银门资本（Silvergate Capital）。","news_type":1,"symbols_score_info":{"QID":0.9,"SQQQ":0.9,"QQQ":0.9,"NQmain":0.9,"03086":0.9,"TTTN":0.9,"QLD":0.9,"PSQ":0.9,"TQQQ":0.9,"QNETCN":0.9,"MNQmain":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985995813,"gmtCreate":1667286017932,"gmtModify":1676537891512,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985995813","repostId":"1177705687","repostType":4,"repost":{"id":"1177705687","kind":"news","pubTimestamp":1667263743,"share":"https://ttm.financial/m/news/1177705687?lang=en_US&edition=fundamental","pubTime":"2022-11-01 08:49","market":"hk","language":"zh","title":"Wall Street rallied in unison; JPMorgan Chase: The rate hike cycle will end in early 2023.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","media":"华尔街见闻","summary":"这一次，美股还会被鹰派央行浇灭希望吗？","content":"<p><html><head></head><body>Will the US stock market be dashed by hawkish central banks again this time? A growing number of Wall Street analysts have joined the ranks of those who believe the Federal Reserve is about to turn.</p><p>This week, including<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategic analysts, including [other analysts], have stated in their reports that the Federal Reserve's rate hike operations are nearing an end.</p><p>Michael Wilson, a Morgan Stanley strategist who was once one of Wall Street's biggest bearish analysts, said in a report on Monday that indicators including the rebound in U.S. stocks and the inverted 10-year and 3-month Treasury Bond yield curves \"all support the Federal Reserve adjusting its policy as soon as possible, rather than delaying it.\"</p><p>This kind of price movement (rebound) is not uncommon near the end of a cycle, especially as the Federal Reserve's tightening of policy is nearing its end, so we believe the Fed is nearing its end. Therefore, this week's Federal Reserve meeting is crucial for the continuation, pause, or even complete end of the rate hike.<img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>On the other hand, JPMorgan Chase's chief strategist Marko Kolanovic also predicted in a report this week that the Federal Reserve might pause rate hike after rate hike 50 basis points in December and rate hike 25 basis points in the first quarter of next year.</p><p>The shift in the European Central Bank's stance, the easing of fiscal pressures in the UK, and the slowdown in Canadian and Australian rate hike have reinforced optimism that the global tightening cycle may end in early 2023. A key support for the risk market comes from the following signal: the Federal Reserve's tightening pace has peaked, and any further rate hike thereafter is likely to be smaller. Unlike Wilson, Kolanovic had previously been one of Wall Street's biggest bullish analysts.</p><p>But now, the views of \"big bears\" and \"big bulls\" are beginning to converge.</p><p>However, these strategists also stated that easing the pace of tightening does not mean that central banks around the world will relax their efforts to combat inflation.<b>To achieve easing and tightening, consumer price pressures need to continue to decline.</b></p><p>Bloomberg macro strategist Simon White points out that the global CPI diffusion index, which reflects the proportion of countries with rising global inflation, is currently at its highest level. It has only reached this level twice before, in 1974 and 2008, and then began to decline rapidly.</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Now, the market's attention will be focused on the Federal Reserve.<b>The market widely expects the Federal Reserve to rate hike 75 basis points for the fourth time this Wednesday, and Fed Chairman Powell's speech will be crucial to the market's future direction.</b></p><p>Over the past two weeks, the dismal performance of major U.S. tech stocks caused the S&P 500 to fall as much as 17% and the Nasdaq Composite to fall nearly 22%, but U.S. stocks rebounded as analysts subsequently predicted that the Federal Reserve was about to turn around.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists believe that the Federal Reserve's potential slowdown in tightening, lighter positions, and strong expectations for seasonal factors in the fourth quarter are the reasons behind the recent rebound in U.S. stocks.</p><p>In 17 bear market rebounds since 1970, the S&P 500 has risen an average of 15% in 44 days. However, every time hope has been ignited in the US stock market before, it has ultimately been extinguished by hawkish central banks. What about this time?</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"wallstreetcn_api","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>Wall Street rallied in unison; JPMorgan Chase: The rate hike cycle will end in early 2023.</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\">\nWall Street rallied in unison; JPMorgan Chase: The rate hike cycle will end in early 2023.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-01 08:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Will the US stock market be dashed by hawkish central banks again this time? A growing number of Wall Street analysts have joined the ranks of those who believe the Federal Reserve is about to turn.</p><p>This week, including<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Strategic analysts, including [other analysts], have stated in their reports that the Federal Reserve's rate hike operations are nearing an end.</p><p>Michael Wilson, a Morgan Stanley strategist who was once one of Wall Street's biggest bearish analysts, said in a report on Monday that indicators including the rebound in U.S. stocks and the inverted 10-year and 3-month Treasury Bond yield curves \"all support the Federal Reserve adjusting its policy as soon as possible, rather than delaying it.\"</p><p>This kind of price movement (rebound) is not uncommon near the end of a cycle, especially as the Federal Reserve's tightening of policy is nearing its end, so we believe the Fed is nearing its end. Therefore, this week's Federal Reserve meeting is crucial for the continuation, pause, or even complete end of the rate hike.<img src=\"https://static.tigerbbs.com/f02737c23a5a2f650c93c74b07298a0b\" tg-width=\"640\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/></p><p>On the other hand, JPMorgan Chase's chief strategist Marko Kolanovic also predicted in a report this week that the Federal Reserve might pause rate hike after rate hike 50 basis points in December and rate hike 25 basis points in the first quarter of next year.</p><p>The shift in the European Central Bank's stance, the easing of fiscal pressures in the UK, and the slowdown in Canadian and Australian rate hike have reinforced optimism that the global tightening cycle may end in early 2023. A key support for the risk market comes from the following signal: the Federal Reserve's tightening pace has peaked, and any further rate hike thereafter is likely to be smaller. Unlike Wilson, Kolanovic had previously been one of Wall Street's biggest bullish analysts.</p><p>But now, the views of \"big bears\" and \"big bulls\" are beginning to converge.</p><p>However, these strategists also stated that easing the pace of tightening does not mean that central banks around the world will relax their efforts to combat inflation.<b>To achieve easing and tightening, consumer price pressures need to continue to decline.</b></p><p>Bloomberg macro strategist Simon White points out that the global CPI diffusion index, which reflects the proportion of countries with rising global inflation, is currently at its highest level. It has only reached this level twice before, in 1974 and 2008, and then began to decline rapidly.</p><p><img src=\"https://static.tigerbbs.com/4ac8cd063cb08ad5e8f2df02e1fa4aef\" tg-width=\"500\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Now, the market's attention will be focused on the Federal Reserve.<b>The market widely expects the Federal Reserve to rate hike 75 basis points for the fourth time this Wednesday, and Fed Chairman Powell's speech will be crucial to the market's future direction.</b></p><p>Over the past two weeks, the dismal performance of major U.S. tech stocks caused the S&P 500 to fall as much as 17% and the Nasdaq Composite to fall nearly 22%, but U.S. stocks rebounded as analysts subsequently predicted that the Federal Reserve was about to turn around.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists believe that the Federal Reserve's potential slowdown in tightening, lighter positions, and strong expectations for seasonal factors in the fourth quarter are the reasons behind the recent rebound in U.S. stocks.</p><p>In 17 bear market rebounds since 1970, the S&P 500 has risen an average of 15% in 44 days. However, every time hope has been ignited in the US stock market before, it has ultimately been extinguished by hawkish central banks. What about this time?</p><p><img src=\"https://static.tigerbbs.com/b00ff4a8809dfd3061b2ab28faaa769a\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3673760\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3673760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177705687","content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":5693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986875072,"gmtCreate":1666931240496,"gmtModify":1676537833957,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"Ok👍","listText":"Ok👍","text":"Ok👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986875072","repostId":"1107369797","repostType":4,"isVote":1,"tweetType":1,"viewCount":4497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914779120,"gmtCreate":1665373288260,"gmtModify":1676537595039,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914779120","repostId":"1157180522","repostType":4,"isVote":1,"tweetType":1,"viewCount":5324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914813588,"gmtCreate":1665228730645,"gmtModify":1676537576109,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914813588","repostId":"1162298976","repostType":4,"isVote":1,"tweetType":1,"viewCount":4912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916289897,"gmtCreate":1664599040919,"gmtModify":1676537483387,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916289897","repostId":"2271377796","repostType":4,"isVote":1,"tweetType":1,"viewCount":4920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919401733,"gmtCreate":1663834027922,"gmtModify":1676537346349,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919401733","repostId":"1122350702","repostType":4,"isVote":1,"tweetType":1,"viewCount":5433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919351316,"gmtCreate":1663736650235,"gmtModify":1676537326588,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919351316","repostId":"2269990031","repostType":4,"repost":{"id":"2269990031","kind":"highlight","pubTimestamp":1663709371,"share":"https://ttm.financial/m/news/2269990031?lang=en_US&edition=fundamental","pubTime":"2022-09-21 05:29","market":"hk","language":"zh","title":"Foreign Media Headlines | \"Dr. Doomsday\" Says US Stocks Have 40% Downside","url":"https://stock-news.laohu8.com/highlight/detail?id=2269990031","media":"环球市场播报","summary":"　　在周三公布点阵图时，美联储官员将把近几周来所做的经济预警以数字形式表现出来，预计对利率和失业率的预测将会大幅上调。　　美联储周二起在华盛顿举行为期两天的政策会议，外界预期官员们将连续第三次上调基准利率75基点。　　自6月上一轮经济预测公布以来，美国通胀几乎没有降温，这促使美联储采取了更加激进的立场。　　拉加德重申，欧洲央行将逐次会议作出决定，任何行动都将取决于未来的经济数据。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. The Federal Reserve's economic forecast is about to be released, and the unemployment rate data may break a new high.</b><b>2. European Central Bank President Christine Lagarde: After \"taking the lead,\" more rate hike will follow.</b><b>3. \"Dr. Doomsday\" predicts a \"long and severe\" global recession by the end of the year, with US stocks potentially plummeting by 40%.</b><b>4. Inflation and rate hike severely impact the stock market; factor investment methods regain their former glory.</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO criticizes: Congress's demands are too harsh; the US economy is a \"double-edged sword.\"</b><b>6. The German government will nationalize natural gas giant Uniper with a historic aid agreement.</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Federal Reserve's economic forecast is about to be released, and the unemployment rate data may break a new high.</b></p><p>When the dot plot is released on Wednesday, Federal Reserve officials will present the economic warnings they have issued in recent weeks in numerical form, and forecasts for interest rates and unemployment are expected to be significantly revised upward.</p><p>The Federal Reserve is holding a two-day policy meeting in Washington starting Tuesday, and officials are expected to raise the benchmark interest rate by 75 basis points for the third consecutive time.</p><p>This means that the benchmark interest rate will rise to its highest level since before the 2008 financial crisis. The next phase of the tightening cycle will bring greater economic risks, which may be reflected in their revised economic forecasts.</p><p>Since the last round of economic forecasts was released in June, U.S. inflation has barely cooled, prompting the Federal Reserve to take a more aggressive stance. They are also increasingly skeptical of the relationship between unemployment and inflation, which may be part of the reason why they are now inclined to slow economic activity further.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>\"Of course, rising interest rates will have a greater impact on unemployment,\" said Brett Ryan, a senior U.S. economist in New York. \"We expect the unemployment rate to be close to 4.5% in the Fed's new forecast, and they will still mention the prospect of a 'soft landing,' but they will also hint at a high risk of recession.\"</p><p><img src=\"https://static.tigerbbs.com/3452a796edd35bc84caa0933386c85fb\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank President Christine Lagarde: After \"taking the lead,\" more rate hike will follow.</b></p><p>European Central Bank President Christine Lagarde said that borrowing costs will rise further in the coming months after the central bank took the lead in implementing \"the fastest interest rate adjustment in our history.\"</p><p>“We have taken significant steps toward normalizing monetary policy by implementing a front-line rate hike,” Lagarde said in a speech in Frankfurt on Tuesday evening. \"We expect further rate hike in the next few meetings.\"</p><p>After following the Federal Reserve's 75 basis point rate hike this month, European Central Bank officials are debating the next steps. While they agree that further action is needed to control record inflation, they disagree on how aggressive it should be as soaring energy costs push Europe into recession.</p><p>Estonian Central Bank Governor Madis Muller spoke earlier Tuesday, urging the European Central Bank to take “strong and decisive enough” action, saying current interest rates are still far from limiting the eurozone’s economic expansion. European Central Bank Vice President Luis de Guindos said on Monday that slowing economic growth is not enough to ease inflation.</p><p>Lagarde reiterated that the European Central Bank will make decisions at each meeting, and any action will depend on future economic data. “Where interest rates ultimately fall, and the scale of each of our steps, will depend on how the inflation outlook evolves,” she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Dr. Doom\" predicts a \"long and severe\" global recession by the end of the year, with US stocks potentially plummeting by 40%.</b></p><p>Economist Roubini, who accurately predicted the 2008 financial crisis, believes that the United States and the world will experience a “long and severe” recession at the end of 2022 and remain mired in it throughout 2023, while the S&P 500 index will also fall sharply.</p><p>“Even in a mild, ordinary recession, the S&P 500 could fall 30%,” Roubini, chairman and CEO of Roubini Macro Associates, said in an interview on Monday, adding that U.S. stocks could plunge 40% in what he expects to be a “real hard landing.”</p><p>Roubini's foresight of the bursting of the 2007-2008 housing bubble earned him the nickname \"Dr. Doomsday.\" He stated that those who believe the United States will only experience a shallow recession should look at the high debt ratio between businesses and the government. As interest rates rise and debt repayment costs increase, \"many institutions, residents, businesses, banks, and shadow banks will go bankrupt,\" he said. \"So then we'll know who's swimming naked.\"</p><p><img src=\"https://static.tigerbbs.com/6243978df13130ee8cdbe679db71b0f4\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation and rate hike severely impact the stock market; investment methods regain their former glory.</b></p><p>Ten years east of the river, ten years west. The stock market is experiencing its worst year since the global financial crisis, giving once-revolutionary quantitative investors a chance to regain their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds, which trade based on certain characteristics of stocks (such as how cheap they are, how fast they are rising, etc.), have worked repeatedly this year. This is what is called factor investing. In contrast, neither actively managed hedge funds nor short-term speculators were able to escape the market crash.</p><p>With historically high inflation triggering central bank rate hike, the pattern of large technology stocks leading the gains came to an abrupt end, and the extreme market trend is reversing.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Data shows that ultra-high market capitalization companies are no longer the dominant force, and the gap between winners and losers in the S&P 500 index has reached its largest level in more than a decade.</p><p>All of this has inspired rules-based funds. The strategy of buying low-volatility or high-momentum stocks is profitable, and value stocks are also continuing their post-pandemic comeback.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO criticizes: Congress's demands are too harsh; the US economy is a \"two-faced\" entity.</b></p><p>JPMorgan Chase CEO Jamie Dimon took aim at \"increased capital requirements\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will be with<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>The heads of major banks such as Citigroup attended a congressional hearing on consumer banking operations. In a prepared speech, he praised his company's role in the global economy and warned that \"arbitrarily increasing capital requirements\" could be harmful.</p><p>“The United States’ continued increase in capital requirements for large banks poses significant economic risks in itself, especially when it does not reflect actual risks,” Dimon wrote. \"This is simply tying up regulated banks at the wrong time, resulting in their capital being restricted, which is not conducive to their expansion of businesses such as lending during times of national economic hardship.\"</p><p>JPMorgan Chase was asked to suspend share buybacks in July to quickly meet higher capital requirements related to the results of more stringent stress tests. Dimon has long criticized the increase in capital requirements.</p><p><img src=\"https://static.tigerbbs.com/8458711ed01911a4418e3128dedcc4d0\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><b>The German government will nationalize natural gas giant Uniper in a historic aid deal.</b></p><p>The German government plans to target natural gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>The injection of approximately 8 billion euros ($8 billion) in capital will nationalize the company in a historic agreement while preventing the collapse of the country's energy sector.</p><p>Uniper confirmed on Tuesday that it is in final discussions with the government on a plan that includes an 8 billion euro capital increase, fully subscribed by the government. The German government will also acquire shares in its major shareholder, Finland's Fortum Oyj.</p><p>Uniper is the largest buyer of Russian natural gas in Germany and is at the heart of the energy crisis. Given Russia's restrictions on energy supplies to Europe, the government is under pressure to act if Uniper goes bankrupt, which could have repercussions across all sectors of the German economy and potentially threaten fuel supplies.</p><p>Uniper's stock price rose 3%. Fortnum's share price jumped 9.5%, and trading in the stock was subsequently suspended by the exchange.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | \"Dr. Doomsday\" Says US Stocks Have 40% Downside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | \"Dr. Doomsday\" Says US Stocks Have 40% Downside\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-21 05:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. The Federal Reserve's economic forecast is about to be released, and the unemployment rate data may break a new high.</b><b>2. European Central Bank President Christine Lagarde: After \"taking the lead,\" more rate hike will follow.</b><b>3. \"Dr. Doomsday\" predicts a \"long and severe\" global recession by the end of the year, with US stocks potentially plummeting by 40%.</b><b>4. Inflation and rate hike severely impact the stock market; factor investment methods regain their former glory.</b><b>5、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>CEO criticizes: Congress's demands are too harsh; the US economy is a \"double-edged sword.\"</b><b>6. The German government will nationalize natural gas giant Uniper with a historic aid agreement.</b><img src=\"https://static.tigerbbs.com/3640c165bbab35a063886f0264187e4a\" tg-width=\"550\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p><b>The Federal Reserve's economic forecast is about to be released, and the unemployment rate data may break a new high.</b></p><p>When the dot plot is released on Wednesday, Federal Reserve officials will present the economic warnings they have issued in recent weeks in numerical form, and forecasts for interest rates and unemployment are expected to be significantly revised upward.</p><p>The Federal Reserve is holding a two-day policy meeting in Washington starting Tuesday, and officials are expected to raise the benchmark interest rate by 75 basis points for the third consecutive time.</p><p>This means that the benchmark interest rate will rise to its highest level since before the 2008 financial crisis. The next phase of the tightening cycle will bring greater economic risks, which may be reflected in their revised economic forecasts.</p><p>Since the last round of economic forecasts was released in June, U.S. inflation has barely cooled, prompting the Federal Reserve to take a more aggressive stance. They are also increasingly skeptical of the relationship between unemployment and inflation, which may be part of the reason why they are now inclined to slow economic activity further.</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>\"Of course, rising interest rates will have a greater impact on unemployment,\" said Brett Ryan, a senior U.S. economist in New York. \"We expect the unemployment rate to be close to 4.5% in the Fed's new forecast, and they will still mention the prospect of a 'soft landing,' but they will also hint at a high risk of recession.\"</p><p><img src=\"https://static.tigerbbs.com/3452a796edd35bc84caa0933386c85fb\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><b>European Central Bank President Christine Lagarde: After \"taking the lead,\" more rate hike will follow.</b></p><p>European Central Bank President Christine Lagarde said that borrowing costs will rise further in the coming months after the central bank took the lead in implementing \"the fastest interest rate adjustment in our history.\"</p><p>“We have taken significant steps toward normalizing monetary policy by implementing a front-line rate hike,” Lagarde said in a speech in Frankfurt on Tuesday evening. \"We expect further rate hike in the next few meetings.\"</p><p>After following the Federal Reserve's 75 basis point rate hike this month, European Central Bank officials are debating the next steps. While they agree that further action is needed to control record inflation, they disagree on how aggressive it should be as soaring energy costs push Europe into recession.</p><p>Estonian Central Bank Governor Madis Muller spoke earlier Tuesday, urging the European Central Bank to take “strong and decisive enough” action, saying current interest rates are still far from limiting the eurozone’s economic expansion. European Central Bank Vice President Luis de Guindos said on Monday that slowing economic growth is not enough to ease inflation.</p><p>Lagarde reiterated that the European Central Bank will make decisions at each meeting, and any action will depend on future economic data. “Where interest rates ultimately fall, and the scale of each of our steps, will depend on how the inflation outlook evolves,” she said.</p><p><img src=\"https://static.tigerbbs.com/6ba01422e545fe48e009ec9973e1980f\" tg-width=\"550\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>\"Dr. Doom\" predicts a \"long and severe\" global recession by the end of the year, with US stocks potentially plummeting by 40%.</b></p><p>Economist Roubini, who accurately predicted the 2008 financial crisis, believes that the United States and the world will experience a “long and severe” recession at the end of 2022 and remain mired in it throughout 2023, while the S&P 500 index will also fall sharply.</p><p>“Even in a mild, ordinary recession, the S&P 500 could fall 30%,” Roubini, chairman and CEO of Roubini Macro Associates, said in an interview on Monday, adding that U.S. stocks could plunge 40% in what he expects to be a “real hard landing.”</p><p>Roubini's foresight of the bursting of the 2007-2008 housing bubble earned him the nickname \"Dr. Doomsday.\" He stated that those who believe the United States will only experience a shallow recession should look at the high debt ratio between businesses and the government. As interest rates rise and debt repayment costs increase, \"many institutions, residents, businesses, banks, and shadow banks will go bankrupt,\" he said. \"So then we'll know who's swimming naked.\"</p><p><img src=\"https://static.tigerbbs.com/6243978df13130ee8cdbe679db71b0f4\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/></p><p><b>Inflation and rate hike severely impact the stock market; investment methods regain their former glory.</b></p><p>Ten years east of the river, ten years west. The stock market is experiencing its worst year since the global financial crisis, giving once-revolutionary quantitative investors a chance to regain their former glory and wash away the humiliation they suffered in the era of cheap money.</p><p>Machine-driven funds, which trade based on certain characteristics of stocks (such as how cheap they are, how fast they are rising, etc.), have worked repeatedly this year. This is what is called factor investing. In contrast, neither actively managed hedge funds nor short-term speculators were able to escape the market crash.</p><p>With historically high inflation triggering central bank rate hike, the pattern of large technology stocks leading the gains came to an abrupt end, and the extreme market trend is reversing.<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>Data shows that ultra-high market capitalization companies are no longer the dominant force, and the gap between winners and losers in the S&P 500 index has reached its largest level in more than a decade.</p><p>All of this has inspired rules-based funds. The strategy of buying low-volatility or high-momentum stocks is profitable, and value stocks are also continuing their post-pandemic comeback.<img src=\"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>JPMorgan Chase CEO criticizes: Congress's demands are too harsh; the US economy is a \"two-faced\" entity.</b></p><p>JPMorgan Chase CEO Jamie Dimon took aim at \"increased capital requirements\" ahead of two congressional hearings this week.</p><p>This Wednesday and Thursday, Dimon will be with<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>The heads of major banks such as Citigroup attended a congressional hearing on consumer banking operations. In a prepared speech, he praised his company's role in the global economy and warned that \"arbitrarily increasing capital requirements\" could be harmful.</p><p>“The United States’ continued increase in capital requirements for large banks poses significant economic risks in itself, especially when it does not reflect actual risks,” Dimon wrote. \"This is simply tying up regulated banks at the wrong time, resulting in their capital being restricted, which is not conducive to their expansion of businesses such as lending during times of national economic hardship.\"</p><p>JPMorgan Chase was asked to suspend share buybacks in July to quickly meet higher capital requirements related to the results of more stringent stress tests. Dimon has long criticized the increase in capital requirements.</p><p><img src=\"https://static.tigerbbs.com/8458711ed01911a4418e3128dedcc4d0\" tg-width=\"550\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p><b>The German government will nationalize natural gas giant Uniper in a historic aid deal.</b></p><p>The German government plans to target natural gas giants<a href=\"https://laohu8.com/S/UNPPY\">Uniper SE</a>The injection of approximately 8 billion euros ($8 billion) in capital will nationalize the company in a historic agreement while preventing the collapse of the country's energy sector.</p><p>Uniper confirmed on Tuesday that it is in final discussions with the government on a plan that includes an 8 billion euro capital increase, fully subscribed by the government. The German government will also acquire shares in its major shareholder, Finland's Fortum Oyj.</p><p>Uniper is the largest buyer of Russian natural gas in Germany and is at the heart of the energy crisis. Given Russia's restrictions on energy supplies to Europe, the government is under pressure to act if Uniper goes bankrupt, which could have repercussions across all sectors of the German economy and potentially threaten fuel supplies.</p><p>Uniper's stock price rose 3%. Fortnum's share price jumped 9.5%, and trading in the stock was subsequently suspended by the exchange.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/world/2022-09-21/doc-imqmmtha8114555.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f7ed24c5e4b57d9d055660c38e5e736b","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/world/2022-09-21/doc-imqmmtha8114555.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2269990031","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储经济预测即将揭晓 “失业率”数据或将破新高 2、欧洲央行行长拉加德：“靠前发力”之后还会有更多加息3、“末日博士”预计全球年底陷入“漫长惨烈”衰退 美国股市恐暴跌40%4、通胀与加息重创股市 因子投资法找回昔日荣光5、摩根大通CEO抨击：国会要求太苛刻 美国经济是个“两面派”6、德国政府将以历史性援助协议把天然气巨头Uniper国有化美联储经济预测即将揭晓 “失业率”数据或将破新高 在周三公布点阵图时，美联储官员将把近几周来所做的经济预警以数字形式表现出来，预计对利率和失业率的预测将会大幅上调。美联储周二起在华盛顿举行为期两天的政策会议，外界预期官员们将连续第三次上调基准利率75基点。这意味着基准利率将升至2008年金融危机前以来的最高水平。紧缩周期的下一阶段将带来更大的经济风险，这可能会在他们的修订后的经济预测中得到反映。自6月上一轮经济预测公布以来，美国通胀几乎没有降温，这促使美联储采取了更加激进的立场。他们也越来越怀疑失业率和通胀率之间的关系，这可能是他们现在倾向于让经济活动进一步放缓的部分原因。德意志银行驻纽约高级美国经济学家Brett Ryan表示，“当然，利率上升将对失业产生更大的影响。我们预计在美联储的新预测中，失业率将接近4.5%，他们仍然会提到‘软着陆’前景，但也会暗示其中有很高的经济衰退风险。”欧洲央行行长拉加德：“靠前发力”之后还会有更多加息欧洲央行行长拉加德称，在央行靠前发力、实施了“我们历史上最快的利率调整”之后，借贷成本在未来数月还将进一步上升。“我们在货币政策正常化的道路上迈出了重大步伐，实施了靠前加息，”拉加德周二晚间在法兰克福发表演讲称。“我们预计在接下来的几次会议上会进一步加息。”在本月效仿美联储加息75个基点之后，欧洲央行官员正在激辩下一步行动。虽然他们同意需要采取进一步行动来控制创纪录的通胀，但随着能源成本飙升推动欧洲走向经济衰退，他们对应该多激进的问题存在分歧。爱沙尼亚央行行长Madis Muller周二早些时候发表讲话，敦促欧洲央行采取“足够有力和果断”的行动，称当前的利率仍远不到限制欧元区经济扩张的水平。欧洲央行副行长Luis de Guindos周一表示，经济增长放缓不足以缓解通胀。拉加德重申，欧洲央行将逐次会议作出决定，任何行动都将取决于未来的经济数据。“利率最终落在何处，以及我们每一步的规模，将取决于通胀前景如何演变，”她说。“末日博士”预计全球年底陷入“漫长惨烈”衰退 美国股市恐暴跌40%曾准确预测到2008年金融危机的经济学家鲁比尼认为，美国和全球将在2022年底遭遇“漫长而惨烈”的衰退并在整个2023年都深陷其中，而标普500指数也会大幅下跌。“即使在平淡的普通衰退中标普500指数也可能下跌30%，” Roubini Macro Associates董事长兼首席执行官鲁比尼周一接受采访时表示，在他预计的“真正硬着陆”中，美股可能会重挫40%。鲁比尼对2007年至2008年房地产泡沫破灭的预见使他获得了“末日博士”的绰号。他表示，认为美国只会浅衰退的人应该看看企业和政府的高负债比。随着利率上升和偿债成本增加，“许多机构、居民、企业、银行、影子银行都会完蛋，” 他说，“所以我们到时候就知道谁在裸泳了。”通胀与加息重创股市 因子投资法找回昔日荣光十年河东，十年河西。股市正在经历全球金融危机以来最糟糕的一年，让曾经革命性的量化投资者有机会找回昔日的荣光，一洗他们在廉价货币时代遭受的屈辱。机器驱动的基金依据股票的一些特质（例如廉价程度、上涨速度等）进行交易操作，今年屡试不爽。这就是所谓的因子投资。相比之下，主动管理的对冲基金和短线炒家都没能躲开市场大跌。随着历史性的高通胀引发央行加息，导致大型科技股领涨的格局戛然而止，极端行情正在逆转。标普全球的数据显示，超高市值公司不再独领风骚，标普500指数成份股赢家和输家的差距也达到十多年来的最大。所有这一切都激发了基于规则的基金。买入低波动或高动量个股的策略处于盈利状态，价值股也正在延续疫后的回归。摩根大通CEO抨击：国会要求太苛刻 美国经济是个“两面派”摩根大通首席执行官杰米·戴蒙在本周两场国会听证会举行前将矛头指向了“资本要求提高”一事。本周三和周四，戴蒙将与美国银行、富国银行、花旗集团等主要银行的掌门人一起出席有关消费者银行业务的国会听证会。在事先准备好的讲稿中，他称赞自己的公司在全球经济中发挥的作用，并警告说“任意增加资本要求”会带来伤害。“美国对大银行持续提高资本金要求本身就构成了重大经济风险，特别是在没有反映实际风险的情况下，” Dimon写道。 “这根本是在错误的时间束缚了受监管的银行，导致它们的资本受到限制，在国家经济艰困时期不利于他们扩大放贷等业务”。摩根大通7月被要求暂停股票回购，以尽快满足与更严格压力测试结果相关的更高资本要求。戴蒙长期以来都对资本要求的提高颇有诟病。德国政府将以历史性援助协议把天然气巨头Uniper国有化德国政府计划向天然气巨头Uniper SE注入大约80亿欧元（80亿美元）资本，以历史性的协议将该公司国有化，同时防止该国能源行业崩溃。Uniper周二证实，在与政府最终商讨一份方案，方案包括80亿欧元的增资，完全由政府认购。德国政府还将购入其主要股东芬兰Fortum Oyj的股份。Uniper是德国国内俄罗斯天然气的最大买家，处在能源危机的核心。在俄罗斯限制对欧洲的能源供应这一背景下，如果Uniper破产，可能对德国经济的各个领域产生波及，并可能威胁燃料供应，因此政府面临行动压力。Uniper股价上涨3%。Fortnum股价跃升9.5%，随后股票的交易被交易所暂停。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935964684,"gmtCreate":1663027531948,"gmtModify":1676537184549,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935964684","repostId":"2267637899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932560242,"gmtCreate":1662957087686,"gmtModify":1676537171561,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932560242","repostId":"2266909293","repostType":4,"repost":{"id":"2266909293","kind":"news","pubTimestamp":1662931309,"share":"https://ttm.financial/m/news/2266909293?lang=en_US&edition=fundamental","pubTime":"2022-09-12 05:21","market":"hk","language":"zh","title":"Foreign Media Headlines | Federal Reserve Governor Waller's hawkish stance! Support significant rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2266909293","media":"环球市场播报","summary":"美联储今年已批准四次加息，包括6月和7月连续两次加息75个基点。他不予就此类举措的规模置评，称欧洲央行行动将基于数据。Nagel称，12月份通胀率可能在10%以上的水平触顶。经济学家预计英国央行将宣布加息50至75个基点近日，英国央行宣布因英国全国哀悼期，推迟公布利率决定。英国央行将于9月22日宣布利率决定。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve Governor Waller: Concerned about economic recession, supports significant rate hike</b><b>2. European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take clearer measures.</b><b>3. Economists expect the Bank of England to announce rate hike of 50 to 75 basis points.</b><b>4. US senators criticize the Biden administration for being too slow to address inflation.</b><b>5、<a href=\"https://laohu8.com/S/DIS\">Disney</a>CEO refuses to sell or break up ESPN: plans to bring it back to growth</b><b>6. Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession.</b><img src=\"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413\" tg-width=\"720\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve Governor Waller: Concerned about recession, supports significant rate hike</b></p><p>In a recent speech, Federal Reserve Governor Chris Waller expressed concern about the risk of a recession in the U.S. economy and supported the Fed's renewed significant rate hike.</p><p>Waller said at a conference in the Austrian capital Vienna that he expects the rate hike to last at least until \"early next year\" as the U.S. Federal Reserve works to bring inflation closer to its 2% target. He pointed out that the Federal Reserve's \"policy path\" will depend on the upcoming macroeconomic data.</p><p>Waller said, \"Six months ago, I never imagined we would be in this situation today. After a series of significant rate hike and balance sheet reductions, inflation is still far below our target.\"</p><p>The Federal Reserve has approved four rate hike this year, including two consecutive 75-basis-point rate hike in June and July. Several Federal Reserve officials have recently stated that the Federal Open Market Committee (FOMC) may announce a third major rate hike when it meets later in September.</p><p><img src=\"https://static.tigerbbs.com/e396b5a76d07e7d6c5316f6ae8235596\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>ECB Nagel: If high inflation persists for an extended period, the ECB needs to take clearer measures.</b></p><p>Bundesbank President Joachim Nagel recently stated that if the current consumer price trend continues, the European Central Bank will need to continue its rate hike.</p><p>“Thursday’s action is a clear signal that if the inflation situation remains unchanged, then further clear measures must be taken,” Nagel said in an interview on Sunday. He declined to comment on the scale of such initiatives, saying the ECB's actions would be data-driven.</p><p>Nagel stated that inflation may peak above 10% in December. Nagel has been president of the German central bank since January and is one of the more hawkish members of the European Central Bank's interest rate-setting governing body.</p><p>“The inflation situation is likely to ease somewhat during 2023,” Nagel said. However, interest rates \"may be too high, above 6%.\"</p><p><img src=\"https://static.tigerbbs.com/656b2f1ef46b1d1d0c265c3b05923c55\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Economists expect the Bank of England to announce rate hike of 50 to 75 basis points</b></p><p>The Bank of England (BoE) recently announced that it will postpone its interest rate decision due to the nationwide period of mourning in the UK. This also means that the UK's interest rate setting agency has postponed its interest rate decision for the first time since it began operating independently 25 years ago.</p><p>The Bank of England will announce its interest rate decision on September 22. Most economists expect the Bank of England to rate hike by another 50 basis points, although some in the financial markets expect a rate hike of 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to deviate from its established trajectory due to the postponement of its interest rate-setting meeting. Although it is clearly expected that an energy price freeze will help cool inflation, the Bank is still expected to take aggressive action in its next interest rate decision.\"</p><p>In August, the Bank of England raised the bank rate by 50 basis points to 1.75% by an 8-1 vote. The central bank stated that this move will effectively alleviate inflationary pressures and curb the slowdown in economic growth.</p><p><img src=\"https://static.tigerbbs.com/82e8e3a05f34be9964ec9547ef75f260\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>US senator criticizes Biden administration for being too slow to address inflation</b></p><p>Recently, U.S. Senator Maggie Hassan stated that the Biden administration took \"too long\" to begin addressing inflation. As early as 2021, the inflation rate in the United States had already begun to soar.</p><p>“The Biden administration has delayed too long to begin addressing inflation,” Hassan said. “I think the Inflation Reduction Act should quickly cut taxes for households that invest in improving energy efficiency at home and shift our dependence on big oil and foreign oil to a clean energy economy.”</p><p><img src=\"https://static.tigerbbs.com/d2557752a644baea0fb0aa7538a0a06a\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney CEO refuses to sell or break up ESPN: plans to return it to a growth trajectory</b></p><p>In a recent interview, Walt Disney CEO Bob Chapek stated that he rejected activist investor Dan Loeb's demands for Disney to sell or spin off ESPN Sports, and emphasized that he would make the business one of the company's growth engines.</p><p>“If a lot of investors want to come and ask about the price, I think that just illustrates ESPN’s growth potential,” Chapek said. \"We have developed a mature business development strategy and are confident that ESPN will resume growth.\"</p><p>Renowned investor Rob had previously called on Disney to sell or spin off ESPN to alleviate the parent company's debt burden. Rob's hedge fund, Third Point, disclosed in August that it held approximately $1 billion in Disney shares and announced plans to restructure Disney. The plan includes spinning off ESPN, buying back shares, and increasing board members.</p><p><img src=\"https://static.tigerbbs.com/07f7b67d939646c8f2926670c89befde\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession.</b></p><p>As inflation continues to rise, more and more American consumers are beginning to notice that the products they purchase are significantly \"smaller\" than before.</p><p>A survey shows that 54% of Americans have seen, read, or heard news about \"price increases and reductions\" in consumer goods due to inflation, and 64% are concerned about it. Only 25% said they had not noticed a contraction in inflation in any grocery category.</p><p>Food is one of the consumer goods categories most significantly affected by inflation. Fifty-five percent of Americans have noticed that while prices have remained unchanged or even risen, the size and quantity of these foods are decreasing. The frozen foods, meats, breads, and pastries that Americans are concerned about all exhibit this phenomenon: despite rising prices, portion sizes are declining.</p><p>Faced with this situation, Americans are fighting inflation by changing their consumption habits. According to the same survey, approximately 48% of Americans said they bought other brands of products when facing inflation, while 49% said they chose to \"downgrade their consumption\" and instead buy regular products. Low- and middle-income American households are more accepting of this option, at 52% and 48%, respectively. Another 30% of Americans said they would be forced to stop buying products from brands they have long been accustomed to and love.</p><p></body></html></p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Federal Reserve Governor Waller's hawkish stance! Support significant rate hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Federal Reserve Governor Waller's hawkish stance! Support significant rate hike\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-09-12 05:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve Governor Waller: Concerned about economic recession, supports significant rate hike</b><b>2. European Central Bank Nagel: If high inflation persists for a long time, the European Central Bank needs to take clearer measures.</b><b>3. Economists expect the Bank of England to announce rate hike of 50 to 75 basis points.</b><b>4. US senators criticize the Biden administration for being too slow to address inflation.</b><b>5、<a href=\"https://laohu8.com/S/DIS\">Disney</a>CEO refuses to sell or break up ESPN: plans to bring it back to growth</b><b>6. Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession.</b><img src=\"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413\" tg-width=\"720\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve Governor Waller: Concerned about recession, supports significant rate hike</b></p><p>In a recent speech, Federal Reserve Governor Chris Waller expressed concern about the risk of a recession in the U.S. economy and supported the Fed's renewed significant rate hike.</p><p>Waller said at a conference in the Austrian capital Vienna that he expects the rate hike to last at least until \"early next year\" as the U.S. Federal Reserve works to bring inflation closer to its 2% target. He pointed out that the Federal Reserve's \"policy path\" will depend on the upcoming macroeconomic data.</p><p>Waller said, \"Six months ago, I never imagined we would be in this situation today. After a series of significant rate hike and balance sheet reductions, inflation is still far below our target.\"</p><p>The Federal Reserve has approved four rate hike this year, including two consecutive 75-basis-point rate hike in June and July. Several Federal Reserve officials have recently stated that the Federal Open Market Committee (FOMC) may announce a third major rate hike when it meets later in September.</p><p><img src=\"https://static.tigerbbs.com/e396b5a76d07e7d6c5316f6ae8235596\" tg-width=\"720\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>ECB Nagel: If high inflation persists for an extended period, the ECB needs to take clearer measures.</b></p><p>Bundesbank President Joachim Nagel recently stated that if the current consumer price trend continues, the European Central Bank will need to continue its rate hike.</p><p>“Thursday’s action is a clear signal that if the inflation situation remains unchanged, then further clear measures must be taken,” Nagel said in an interview on Sunday. He declined to comment on the scale of such initiatives, saying the ECB's actions would be data-driven.</p><p>Nagel stated that inflation may peak above 10% in December. Nagel has been president of the German central bank since January and is one of the more hawkish members of the European Central Bank's interest rate-setting governing body.</p><p>“The inflation situation is likely to ease somewhat during 2023,” Nagel said. However, interest rates \"may be too high, above 6%.\"</p><p><img src=\"https://static.tigerbbs.com/656b2f1ef46b1d1d0c265c3b05923c55\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Economists expect the Bank of England to announce rate hike of 50 to 75 basis points</b></p><p>The Bank of England (BoE) recently announced that it will postpone its interest rate decision due to the nationwide period of mourning in the UK. This also means that the UK's interest rate setting agency has postponed its interest rate decision for the first time since it began operating independently 25 years ago.</p><p>The Bank of England will announce its interest rate decision on September 22. Most economists expect the Bank of England to rate hike by another 50 basis points, although some in the financial markets expect a rate hike of 75 basis points.</p><p>Financial analyst Danni Hewson said: \"The Bank of England's Monetary Policy Committee is unlikely to deviate from its established trajectory due to the postponement of its interest rate-setting meeting. Although it is clearly expected that an energy price freeze will help cool inflation, the Bank is still expected to take aggressive action in its next interest rate decision.\"</p><p>In August, the Bank of England raised the bank rate by 50 basis points to 1.75% by an 8-1 vote. The central bank stated that this move will effectively alleviate inflationary pressures and curb the slowdown in economic growth.</p><p><img src=\"https://static.tigerbbs.com/82e8e3a05f34be9964ec9547ef75f260\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>US senator criticizes Biden administration for being too slow to address inflation</b></p><p>Recently, U.S. Senator Maggie Hassan stated that the Biden administration took \"too long\" to begin addressing inflation. As early as 2021, the inflation rate in the United States had already begun to soar.</p><p>“The Biden administration has delayed too long to begin addressing inflation,” Hassan said. “I think the Inflation Reduction Act should quickly cut taxes for households that invest in improving energy efficiency at home and shift our dependence on big oil and foreign oil to a clean energy economy.”</p><p><img src=\"https://static.tigerbbs.com/d2557752a644baea0fb0aa7538a0a06a\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>Disney CEO refuses to sell or break up ESPN: plans to return it to a growth trajectory</b></p><p>In a recent interview, Walt Disney CEO Bob Chapek stated that he rejected activist investor Dan Loeb's demands for Disney to sell or spin off ESPN Sports, and emphasized that he would make the business one of the company's growth engines.</p><p>“If a lot of investors want to come and ask about the price, I think that just illustrates ESPN’s growth potential,” Chapek said. \"We have developed a mature business development strategy and are confident that ESPN will resume growth.\"</p><p>Renowned investor Rob had previously called on Disney to sell or spin off ESPN to alleviate the parent company's debt burden. Rob's hedge fund, Third Point, disclosed in August that it held approximately $1 billion in Disney shares and announced plans to restructure Disney. The plan includes spinning off ESPN, buying back shares, and increasing board members.</p><p><img src=\"https://static.tigerbbs.com/07f7b67d939646c8f2926670c89befde\" tg-width=\"720\" tg-height=\"479\" referrerpolicy=\"no-referrer\"/></p><p><b>Surveys show that Americans are being forced to change their consumption patterns to cope with high inflation and economic recession.</b></p><p>As inflation continues to rise, more and more American consumers are beginning to notice that the products they purchase are significantly \"smaller\" than before.</p><p>A survey shows that 54% of Americans have seen, read, or heard news about \"price increases and reductions\" in consumer goods due to inflation, and 64% are concerned about it. Only 25% said they had not noticed a contraction in inflation in any grocery category.</p><p>Food is one of the consumer goods categories most significantly affected by inflation. Fifty-five percent of Americans have noticed that while prices have remained unchanged or even risen, the size and quantity of these foods are decreasing. The frozen foods, meats, breads, and pastries that Americans are concerned about all exhibit this phenomenon: despite rising prices, portion sizes are declining.</p><p>Faced with this situation, Americans are fighting inflation by changing their consumption habits. According to the same survey, approximately 48% of Americans said they bought other brands of products when facing inflation, while 49% said they chose to \"downgrade their consumption\" and instead buy regular products. Low- and middle-income American households are more accepting of this option, at 52% and 48%, respectively. Another 30% of Americans said they would be forced to stop buying products from brands they have long been accustomed to and love.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-12/doc-imqmmtha6959587.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b2621e3d0fffcea96d45d7be143a413","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","PSQ":"做空纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","BK4550":"红杉资本持仓","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","DJX":"1/100道琼斯","SDS":"两倍做空标普500 ETF-ProShares","DOG":"道指ETF-ProShares做空","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/world/2022-09-12/doc-imqmmtha6959587.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266909293","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、美联储理事沃勒：担忧经济衰退，支持大幅加息 2、欧洲央行Nagel：如高通胀长期持续 欧洲央行需采取更加明确措施 3、经济学家预计英国央行将宣布加息50至75个基点 4、美参议员批拜登政府：在应对通胀问题上过于迟钝 5、迪士尼CEO拒绝出售或拆分ESPN：有计划使其恢复增长 6、调查显示，美国人正被迫改变消费方式以应对高通胀及经济衰退美联储理事沃勒：担忧经济衰退，支持大幅加息近日，美联储理事克里斯·沃勒（Chris Waller）在讲话中表示，他对美国经济的衰退风险表示担忧，支持美联储再次大幅加息。沃勒在奥地利首都维也纳举行的一次会议上说，他预计加息将至少持续到“明年初”，因为美国央行正在努力使通货膨胀率接近2%的目标。他指出，美联储的“政策路径”将取决于即将公布的宏观经济数据。沃勒谈到：“六个月前，我没有想到我们会面临今天这样的境地。在一系列大幅加息和缩减资产负债表的动作后，通胀率仍远未达到我们所设定的目标。”美联储今年已批准四次加息，包括6月和7月连续两次加息75个基点。近期多位美联储官员表示，联邦公开市场委员会（FOMC）在9月晚些时候开会时，可能会宣布第三次大幅加息。欧洲央行Nagel：如高通胀长期持续 欧洲央行需采取更加明确的措施德国央行行长Joachim Nagel近日表示，如当前消费者物价趋势持续，欧洲央行将需要继续加息。“周四的行动是一个明确的信号，如果通胀形势保持不变，那么必须采取进一步的明确措施，” Nagel周日接受采访时表示。他不予就此类举措的规模置评，称欧洲央行行动将基于数据。Nagel称，12月份通胀率可能在10%以上的水平触顶。Nagel自1月份以来担任德国央行行长，也是欧洲央行的利率决策机构管委会中较为鹰派的委员之一。“通胀形势在2023年期间可能将有所减弱，”Nagel说。不过，利率“可能会在6%以上的过高水平。”经济学家预计英国央行将宣布加息50至75个基点近日，英国央行（BoE）宣布因英国全国哀悼期，推迟公布利率决定。这也意味着英国利率制定机构自25年前开始独立运作以来首次推迟公布利率决定。英国央行将于9月22日宣布利率决定。经济学家大多预计英国央行将再加息50个基点，尽管金融市场的一些人预计将加息75个基点。金融分析师Danni Hewson表示：“英格兰银行货币政策委员会不太可能因为利率制定会议的推迟而偏离既定轨道，尽管人们显然预期能源价格冻结将有助于冷却通胀，但预计该行在下一次利率决定时仍将采取积极行动。8月，英国央行以8比1的投票结果将银行利率上调50个基点至1.75%。央行称此举将有效缓解通胀压力并遏制经济增长放缓趋势。美参议员批拜登政府：在解决通胀问题上过于迟钝近日，美国参议员玛吉·哈桑（Maggie Hassan）表示，拜登政府花了“太长时间”才开始解决通货膨胀问题。而早在2021年，美国的通货膨胀率就已经开始飙升了。“拜登政府耽误了太久才开始着手解决通胀问题，”哈桑表示。“我认为对《削减通货膨胀法案》来说，应迅速为那些在家中投资提高能源效率的家庭减税，并将我们从对大石油和外国石油的依赖转向清洁能源经济。”迪士尼CEO拒绝出售或拆分ESPN：有计划使其恢复至增长轨道近日，华特迪士尼CEO鮑伯·查佩克在接受采访时表示，拒绝激进投资者丹·罗布（Dan Loeb）提出的要求迪士尼出售或分拆ESPN体育电视网的要求，并强调自己将会把该业务打造为公司的增长引擎之一。“如果不少投资者都想过来问问价，我认为这恰恰说明了ESPN的增长潜力，”查佩克说到。“我们已经制定了成熟的业务发展战略，有信心使ESPN恢复增长。”知名投资人罗布此前呼吁迪士尼将ESPN出售或分拆，以减轻母公司的债务负担。罗布的对冲基金Third Point在8月份披露其持有大约10亿美元的迪士尼股份，并宣布了重组迪士尼的计划。该计划包括剥离ESPN，回购股票并增加董事会成员。调查显示，美国人正被迫改变消费方式以应对高通胀及经济衰退随着通货膨胀程度持续加大，越来越多的美国消费者开始注意到他们所购买的产品比以往“缩水”不少。一项调查显示，54%的美国人看到、读到或听到过关于通货膨胀下消费品“加价减量”的消息，并有64%的人对此感到担忧。只有25%的人表示，他们没有注意到任何食品杂货品类的通胀收缩。食品是受通货膨胀影响最显著的消费品类之一。55%的美国人注意到，虽然价格保持不变甚至上涨，但这些食品的大小和数量正在减少。美国人关注的冷冻食品、肉和面包以及糕点都存在着上述现象：尽管价格在上涨，份量却在下降。面对如此情况，美国人正在通过改变消费习惯来对抗通货膨胀。根据相同调查的结果显示，约48%的美国人表示他们在面临通胀时购买了其他品牌产品，而49%的人表示他们选择“消费降级”，转而购买普通产品。低收入和中等收入美国家庭更接受这一选项，分别为52%和48%。另外约有30%的美国人表示他们将被迫停止购买自己长期习惯使用且喜爱的品牌的商品。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":1,"OEF":0.6,"QID":0.6,"SPXU":0.6,"PSQ":0.6,".SPX":0.6,"SDS":0.6,"MNQmain":0.6,"UPRO":0.6,"IVV":0.6,"DJX":0.6,".IXIC":1,"DOG":0.6,"ESmain":0.6,"NQmain":0.6,"QQQ":0.6,"QLD":0.6,"SH":0.6,"DDM":0.6,"SQQQ":0.6,"SSO":0.6,"DXD":0.6,"UDOW":0.6,"TQQQ":0.6,".DJI":1,"SDOW":0.6,"OEX":0.6}},"isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938205262,"gmtCreate":1662607749356,"gmtModify":1676537100128,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938205262","repostId":"1156028982","repostType":4,"isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997320365,"gmtCreate":1661744891360,"gmtModify":1676536571891,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997320365","repostId":"2263119845","repostType":4,"repost":{"id":"2263119845","kind":"news","pubTimestamp":1661722441,"share":"https://ttm.financial/m/news/2263119845?lang=en_US&edition=fundamental","pubTime":"2022-08-29 05:34","market":"hk","language":"zh","title":"Foreign Media Headlines | Jackson Hole Group of \"Eagles\" Gather","url":"https://stock-news.laohu8.com/highlight/detail?id=2263119845","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会2、商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称3、美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退4、沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的5、能源危机史无前例 英国押注未来电池以减少对天然气的依赖6、9月是个残酷的季节？这是2020年疫情爆发以来首次在杰克逊霍尔举行面对面会议。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1、</b>A Gathering of Eagles: A Summary of the Jackson Hole Annual Symposium in One Word<b>2、</b>The trademark application shows that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Might fight for 'Reality' name for AR/VR headset<b>3、</b>U.S. Senator Warren accused the Federal Reserve's rate hike of being futile and potentially plunging the United States into recession.<b>4、</b>Wharton School's Siegel: It's OK to allocate 10%-15% of your funds to Meme stocks.<b>5、</b>Unprecedented energy crisis: Britain bets on future batteries to reduce dependence on natural gas<b>6、</b>Is September a cruel season? The summer rebound in US stocks has come to an end.<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>A Gathering of Eagles: A Summary of the Jackson Hole Annual Symposium in One Word</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, leaders of the world's major central banks sent a clear and unified message about the need to curb inflation, unanimously declaring that inflation is broad-based, will remain high, and requires strong action.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea, and several policymakers from the European Central Bank also attended the Kansas City Federal Reserve's annual meeting in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell delivered a speech on Friday, explicitly pledging that the Fed will maintain rate hike until inflation slows significantly.</p><p>Policymakers in Europe and the United States, battling the hottest inflation in decades, are determined to raise interest rates as long as inflationary pressures remain high and do not waver even as the economy languishes.</p><p>This is the first face-to-face meeting in Jackson Hole since the outbreak of the pandemic in 2020. Policymakers took the opportunity to tell investors that they would remain committed even if it caused economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Trademark applications indicate that Apple may be vying for the \"Reality\" name for its AR/VR headset.</b></p><p>The trademark application suggests that Apple may be vying for a potential name for its highly anticipated mixed reality headset, as part of the tech giant's push for its first new product category in years.</p><p>It is reported that applications for the names \"Reality One\", \"Reality Pro\" and \"Reality Processor\" have been submitted in the United States, the European Union, the United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. Although Apple itself did not file an application, they followed a pattern used by iPhone manufacturers in the past—including relying on a law firm previously hired by the company to lock in the brand.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technologies, allowing the company to partner with leading suppliers of VR devices.<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>To engage in closer competition.</p><p>The aforementioned trademark application has not yet been approved, and there is no guarantee that Apple's future products will carry any names.</p><p>Nevertheless, there are signs that Apple is laying the groundwork for its expansion into the headphone market. Earlier this year, trademark applications related to Apple also appeared for the name real-OS.</p><p><img src=\"https://static.tigerbbs.com/4802b7dd9f517174ab004f220a8853db\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senator Warren accused the Federal Reserve's rate hike of being futile and potentially plunging the United States into recession.</b></p><p>U.S. Senator Elizabeth Warren began attacking the Federal Reserve's anti-inflation plan on Sunday, saying she fears the Fed could plunge the U.S. economy into recession.</p><p>“Do you know what’s worse than high prices and a strong economy?” Warren asked. “It’s high prices and millions of people losing their jobs. I’m very worried that the Federal Reserve will lead to a recession.”</p><p>Ms. Warren again attacked Federal Reserve Chairman Jerome Powell's monetary tightening policy, saying she does not believe rate hike can curb current inflationary pressures.</p><p>“We still have supply chain issues, and we still have the Russia-Ukraine situation that is driving up energy costs,” Warren said. \"rate hike is useless; there's nothing in Powell's toolkit that can directly solve these problems.\"</p><p><img src=\"https://static.tigerbbs.com/21376bc4608288a6ffdf732f3db4c58b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wharton School's Siegel: It's OK to allocate 10%-15% of your funds to Meme stocks.</b></p><p>Meme stocks like Bed Bath & Beyond and AMC may go crazy again, but that doesn't mean investors need to avoid them entirely.</p><p>Jeremy Siegel, professor emeritus of finance at the Wharton School of the University of Pennsylvania, said that these volatile stocks are more like gambling tools than anything else, but speculative bets can still be a small part of young investors' portfolios.</p><p>Jeremy Siegel stated that AMC, Bed Bath & Beyond, and GameStop, for example, have very small combined market capitalizations. Even if you add a few more Meme stocks, you still only get a tiny fraction of the market. Now, they may look like there are a lot of fireworks. If you like gambling, then give it a try. A year ago, I said, somewhat conservatively, that I didn't think they would bring returns to long-term investors; they were just gambling tools.</p><p><img src=\"https://static.tigerbbs.com/460970673f1a43740d6af85a7662adba\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Unprecedented energy crisis: Britain bets on future batteries to reduce dependence on natural gas</b></p><p>Like most countries in Europe, Britain is facing an unprecedented energy crisis. Wholesale gas prices have surged again, further reducing the price cap on household bills in the UK. As costs soar, many British companies face the risk of bankruptcy.</p><p>Britain's dependence on natural gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternative energy sources to fossil fuels. One option is batteries, the \"new\" old energy storage technology that has already established itself.</p><p>Researchers say the UK already has the largest number of grid-connected batteries in Europe. Its current lithium-ion battery capacity is approximately 1.9 billion watts, which will more than quadruple by 2020. These are essentially giant versions of cell phone batteries. They can be charged when demand is low and electricity is cheap, and then discharged when demand increases.</p><p>However, lithium-ion batteries also have drawbacks. They can only provide electricity for a relatively short time. Furthermore, batteries are in short supply, forcing developers to compete with the automotive industry, which has a huge demand for them.</p><p><img src=\"https://static.tigerbbs.com/be1b902a4b93eb54fa41be221cd7c775\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Is September a cruel season? The summer rebound in US stocks has come to an end.</b></p><p>The S&P 500 has rebounded 10.7% from its June low and is now entering the toughest month in U.S. stock market history, triggering nervousness among some fund managers about a widespread sell-off.</p><p>September is typically a month for stock markets to decline, as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>Natixis' chief portfolio strategist said the S&P 500 could fall by more than 10% in September as investors digest the possibility that the Federal Reserve will not start cutting interest rates as early as previously hoped.</p><p>One of the main reasons for the bleak outlook is the belief that the Federal Reserve will continue its rate hike and keep it above neutral for longer than the market expected a week ago, which is putting pressure on consumer demand and the housing market.</p><p></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Jackson Hole Group of \"Eagles\" Gather</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Jackson Hole Group of \"Eagles\" Gather\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-08-29 05:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1、</b>A Gathering of Eagles: A Summary of the Jackson Hole Annual Symposium in One Word<b>2、</b>The trademark application shows that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Might fight for 'Reality' name for AR/VR headset<b>3、</b>U.S. Senator Warren accused the Federal Reserve's rate hike of being futile and potentially plunging the United States into recession.<b>4、</b>Wharton School's Siegel: It's OK to allocate 10%-15% of your funds to Meme stocks.<b>5、</b>Unprecedented energy crisis: Britain bets on future batteries to reduce dependence on natural gas<b>6、</b>Is September a cruel season? The summer rebound in US stocks has come to an end.<img src=\"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>A Gathering of Eagles: A Summary of the Jackson Hole Annual Symposium in One Word</b></p><p>At the Federal Reserve's annual Jackson Hole symposium, leaders of the world's major central banks sent a clear and unified message about the need to curb inflation, unanimously declaring that inflation is broad-based, will remain high, and requires strong action.</p><p>The governors of the Bank of England, the Swiss National Bank, the Bank of Japan, the Bank of Korea, and several policymakers from the European Central Bank also attended the Kansas City Federal Reserve's annual meeting in Grand Teton National Park, Wyoming.</p><p>Federal Reserve Chairman Jerome Powell delivered a speech on Friday, explicitly pledging that the Fed will maintain rate hike until inflation slows significantly.</p><p>Policymakers in Europe and the United States, battling the hottest inflation in decades, are determined to raise interest rates as long as inflationary pressures remain high and do not waver even as the economy languishes.</p><p>This is the first face-to-face meeting in Jackson Hole since the outbreak of the pandemic in 2020. Policymakers took the opportunity to tell investors that they would remain committed even if it caused economic pain.</p><p><img src=\"https://static.tigerbbs.com/2286da964777a0008e0a27f7ffd217d5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Trademark applications indicate that Apple may be vying for the \"Reality\" name for its AR/VR headset.</b></p><p>The trademark application suggests that Apple may be vying for a potential name for its highly anticipated mixed reality headset, as part of the tech giant's push for its first new product category in years.</p><p>It is reported that applications for the names \"Reality One\", \"Reality Pro\" and \"Reality Processor\" have been submitted in the United States, the European Union, the United Kingdom, Canada, Australia, New Zealand, Saudi Arabia, Costa Rica and Uruguay. Although Apple itself did not file an application, they followed a pattern used by iPhone manufacturers in the past—including relying on a law firm previously hired by the company to lock in the brand.</p><p>Apple's headsets are expected to combine virtual reality and augmented reality technologies, allowing the company to partner with leading suppliers of VR devices.<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>To engage in closer competition.</p><p>The aforementioned trademark application has not yet been approved, and there is no guarantee that Apple's future products will carry any names.</p><p>Nevertheless, there are signs that Apple is laying the groundwork for its expansion into the headphone market. Earlier this year, trademark applications related to Apple also appeared for the name real-OS.</p><p><img src=\"https://static.tigerbbs.com/4802b7dd9f517174ab004f220a8853db\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>U.S. Senator Warren accused the Federal Reserve's rate hike of being futile and potentially plunging the United States into recession.</b></p><p>U.S. Senator Elizabeth Warren began attacking the Federal Reserve's anti-inflation plan on Sunday, saying she fears the Fed could plunge the U.S. economy into recession.</p><p>“Do you know what’s worse than high prices and a strong economy?” Warren asked. “It’s high prices and millions of people losing their jobs. I’m very worried that the Federal Reserve will lead to a recession.”</p><p>Ms. Warren again attacked Federal Reserve Chairman Jerome Powell's monetary tightening policy, saying she does not believe rate hike can curb current inflationary pressures.</p><p>“We still have supply chain issues, and we still have the Russia-Ukraine situation that is driving up energy costs,” Warren said. \"rate hike is useless; there's nothing in Powell's toolkit that can directly solve these problems.\"</p><p><img src=\"https://static.tigerbbs.com/21376bc4608288a6ffdf732f3db4c58b\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Wharton School's Siegel: It's OK to allocate 10%-15% of your funds to Meme stocks.</b></p><p>Meme stocks like Bed Bath & Beyond and AMC may go crazy again, but that doesn't mean investors need to avoid them entirely.</p><p>Jeremy Siegel, professor emeritus of finance at the Wharton School of the University of Pennsylvania, said that these volatile stocks are more like gambling tools than anything else, but speculative bets can still be a small part of young investors' portfolios.</p><p>Jeremy Siegel stated that AMC, Bed Bath & Beyond, and GameStop, for example, have very small combined market capitalizations. Even if you add a few more Meme stocks, you still only get a tiny fraction of the market. Now, they may look like there are a lot of fireworks. If you like gambling, then give it a try. A year ago, I said, somewhat conservatively, that I didn't think they would bring returns to long-term investors; they were just gambling tools.</p><p><img src=\"https://static.tigerbbs.com/460970673f1a43740d6af85a7662adba\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Unprecedented energy crisis: Britain bets on future batteries to reduce dependence on natural gas</b></p><p>Like most countries in Europe, Britain is facing an unprecedented energy crisis. Wholesale gas prices have surged again, further reducing the price cap on household bills in the UK. As costs soar, many British companies face the risk of bankruptcy.</p><p>Britain's dependence on natural gas, which accounted for 40% of its electricity last year, makes it particularly vulnerable and exposes the need for alternative energy sources to fossil fuels. One option is batteries, the \"new\" old energy storage technology that has already established itself.</p><p>Researchers say the UK already has the largest number of grid-connected batteries in Europe. Its current lithium-ion battery capacity is approximately 1.9 billion watts, which will more than quadruple by 2020. These are essentially giant versions of cell phone batteries. They can be charged when demand is low and electricity is cheap, and then discharged when demand increases.</p><p>However, lithium-ion batteries also have drawbacks. They can only provide electricity for a relatively short time. Furthermore, batteries are in short supply, forcing developers to compete with the automotive industry, which has a huge demand for them.</p><p><img src=\"https://static.tigerbbs.com/be1b902a4b93eb54fa41be221cd7c775\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Is September a cruel season? The summer rebound in US stocks has come to an end.</b></p><p>The S&P 500 has rebounded 10.7% from its June low and is now entering the toughest month in U.S. stock market history, triggering nervousness among some fund managers about a widespread sell-off.</p><p>September is typically a month for stock markets to decline, as fund managers tend to sell underperforming positions as the end of the third quarter approaches.</p><p>Natixis' chief portfolio strategist said the S&P 500 could fall by more than 10% in September as investors digest the possibility that the Federal Reserve will not start cutting interest rates as early as previously hoped.</p><p>One of the main reasons for the bleak outlook is the belief that the Federal Reserve will continue its rate hike and keep it above neutral for longer than the market expected a week ago, which is putting pressure on consumer demand and the housing market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022082906113884653ee4&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e0c933f9fd67359586d0002064b83941","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022082906113884653ee4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2263119845","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会2、商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称3、美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退4、沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的5、能源危机史无前例 英国押注未来电池以减少对天然气的依赖6、9月是个残酷的季节？ 美股夏季反弹趋势就此止步群“鹰”荟萃：一个词总结概括杰克逊霍尔年度研讨会在美联储的杰克逊霍尔年度研讨会上，世界主要央行的领导人就遏制通胀的必要性发出了直白而又统一的信息，异口同声宣告通胀基础广泛、将维持高位、需要采取强有力的行动。英国央行、瑞士央行、日本央行、韩国央行的行长和欧洲央行的几位决策者也出席了堪萨斯城联储在怀俄明州大提顿国家公园举行的这次年会。美联储主席杰罗姆·鲍威尔周五发表了演讲，明确承诺美联储将加息直到通胀显著放缓。欧洲和美国的决策者正在与数十年来最热的通胀作斗争，下定决心提高利率，只要通胀压力依然很高，哪怕经济萎靡不振也不动摇。这是2020年疫情爆发以来首次在杰克逊霍尔举行面对面会议。决策者们借此机会告诉投资者，即使会造成经济痛苦，他们也将矢志不渝。商标申请表明，苹果可能会为AR/VR头盔争取“Reality”名称商标申请表明，苹果公司可能会为其备受期待的混合现实头戴设备争取潜在名称，这是这家科技巨头多年来推动其首个新产品类别的一部分。据悉，在美国、欧盟、英国、加拿大、澳大利亚、新西兰、沙特阿拉伯、哥斯达黎加和乌拉圭提交了“Reality One”“Reality Pro”和“Reality Processor”名称的申请。虽然苹果自己没有提交申请，但他们遵循了 iPhone 制造商过去使用的模式——包括依靠该公司之前聘请的律师事务所来锁定品牌。预计苹果的头显将结合虚拟现实和增强现实技术，使公司与 VR 设备的领先供应商 Meta Platforms展开更密切的竞争。上述商标申请尚未获得批准，也不能保证苹果未来的产品会带有任何名称。尽管如此，仍有迹象表明苹果正在为其向耳机领域的扩张奠定基础。今年早些时候，real-OS 名称也出现了与苹果相关的商标申请。美参议员沃伦指责美联储加息是缘木求鱼 反而可能使美国陷入衰退美国参议员伊丽莎白·沃伦周日开始攻击美联储的抗通胀计划，称她担心美联储会导致美国经济陷入衰退。“你知道什么比高物价和强经济更糟糕吗？”沃伦发问，“那就是高物价和千百万人失业。我非常担心美联储会导致经济陷入衰退。”沃伦再度对美联储主席杰罗姆·鲍威尔的货币紧缩政策开火，说她不相信加息可以遏制当前的通胀压力。“我们仍有供应链纠结，我们仍有推高能源成本的俄乌局势，”沃伦说。“加息无济于事，鲍威尔的工具包里没有什么能直接解决这些问题。”沃顿商学院西格尔：将10%-15%资金分配给Meme股票是可以的像Bed Bath & Beyond和AMC这样的Meme股票可能会再次变得疯狂，但这并不意味着投资者需要完全避开它们。宾夕法尼亚大学沃顿商学院金融学名誉教授杰里米·西格尔（Jeremy Siegel）表示，这种波动性较大的股票比其他任何东西都更像是赌博工具，但投机性押注仍可以成为年轻投资者投资组合的一小部分。杰里米·西格尔表示，以AMC、Bed Bath & Beyond和GameStop为例，他们的总市值很小。即使你再添加一些Meme股票，你仍然只获得了市场中极小的一部分。现在，它们可能看起来像有很多烟花。如果你喜欢赌博，那就去尝试吧。一年前，我曾有些保守地说过，我不认为它们会给长期投资者带来回报，他们只是个赌博工具。能源危机史无前例 英国押注未来电池以减少对天然气的依赖和欧洲大多数国家一样，英国正面临着一场史无前例的能源危机。天然气批发价格再次飙升，使英国对家庭账单的价格上限进一步降低。随着成本的飙升，不少英国企业面临破产的风险。英国对天然气的依赖（去年占其电力的40%）使其特别脆弱，并暴露出对化石燃料替代能源的需求。一种选择是电池，即已经站稳脚跟的“新”的老能源存储技术。研究人员称，英国已经拥有欧洲数量最多的并网电池。其锂离子电池目前的容量约为19亿瓦，到2020年将增加4倍以上。这些本质上是手机电池的巨型版本。它们可以在需求低且电价便宜的时候充电，然后在需求增加时放电。但是锂离子电池也有缺点。它们只能在相对较短的时间内提供电力。并且电池也供不应求，开发商还不得不与对此有巨大需求的汽车行业竞争。9月是个残酷的季节？ 美股夏季反弹趋势就此止步标普500指数从6月的低点反弹10.7%，目前正步入美股历史上最艰难的一个月，这引发了一些基金经理对广泛抛售的紧张情绪。9月通常是股市下跌的月份，因为随着第三季度末的临近，基金经理倾向于卖出表现不佳的头寸。Natixis首席投资组合策略师表示，由于投资者消化了美联储不会像此前希望的那样及早开始降息的可能性，标普500指数可能在9月跌超10%。前景黯淡的主要原因之一是人们相信美联储将继续加息并将其维持在中性之上的时间比市场一周前的预期要长，这对消费者需求和房地产市场构成压力。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995943006,"gmtCreate":1661398741308,"gmtModify":1676536512061,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995943006","repostId":"1157353975","repostType":4,"repost":{"id":"1157353975","kind":"news","pubTimestamp":1661393967,"share":"https://ttm.financial/m/news/1157353975?lang=en_US&edition=fundamental","pubTime":"2022-08-25 10:19","market":"hk","language":"zh","title":"Stabilizing Growth 2.0 is here! How effective are the 19 successor policies?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157353975","media":"川阅全球宏观","summary":"继523国常会出台稳增长33条之后，周三（8月24日）国常会推出稳增长19条。这是年内疫情再次反复、地产风险扩散导致经济复苏不稳的情况下，政府进行的第二次全面的稳增长努力。与上一次相比，本次的一揽子政","content":"<p><html><head></head><body>Following the introduction of 33 measures to stabilize growth at the State Council executive meeting on May 23, the State Council executive meeting on Wednesday (August 24) introduced 19 measures to stabilize growth. This is the second comprehensive effort by the government to stabilize growth this year, given the resurgence of the pandemic and the unstable economic recovery caused by the spread of real estate risks. Compared to the last one, this package of policies is more targeted and focused:<b>Fiscal policy and infrastructure remain the main tools, with a clearer support for real estate. In terms of stabilizing employment, the role of private enterprises and the platform economy is more prominent. In addition, against the backdrop of local power shortages, ensuring power supply has become an important part of energy supply, and the gradual opening up of cross-border business may become an opportunity to optimize epidemic prevention policies.</b></p><p><img src=\"https://static.tigerbbs.com/15de4f78bc4fbc83aac14e4c69e1478e\" tg-width=\"1032\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>The timing of this policy's introduction is \"similar\" to that of the May 23 meeting.<b>We expect credit in August and September to be similar to May and June, with a significant rebound and an optimization of the credit structure.</b>For example, the decline in the proportion of bill financing and government financing. On the economic front, the 824 meeting placed greater emphasis on policy implementation (immediately dispatching a supervisory team).<b>We expect to see continued efforts in infrastructure construction and an improvement in real estate sales by the end of the third quarter.</b></p><p>Among the package of policies, we believe four points are particularly noteworthy: the restrained fiscal efforts, support for the real estate and platform economy, emphasis on the timely implementation of policies, and the possibility of gradually opening up cross-border business travel.</p><p><img src=\"https://static.tigerbbs.com/6060b95916c00d458eb68b8e75facd9e\" tg-width=\"939\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p><b>Although fiscal policy remains the main tool for stabilizing growth this year, constraints on local government financial resources have become a significant limitation.</b>In terms of fiscal policy, greater emphasis is placed on utilizing existing space and policy-based financial instruments. This meeting will add more than 800 billion yuan in funding (more than 300 billion yuan in policy-based financial instruments and more than 500 billion yuan in special bond quotas), which we expect to stimulate infrastructure investment by up to 1.9 trillion yuan.</p><p>According to the requirement that policy-based development finance instruments be used as capital, which is no more than 50% of the total capital, we expect that more than 300 billion yuan of financial instrument funds will be able to leverage at least 600 billion yuan of infrastructure investment. Meanwhile, as the investment of special bonds this year is more inclined towards the infrastructure sector, the overall infrastructure share has increased by nearly 4 percentage points compared to last year to 65%. If special-purpose bonds account for 25% of the project capital, then the estimated 500 billion yuan special-purpose bond balance limit will be able to leverage 1.3 trillion yuan in fund investment.<b>The two projects combined are expected to stimulate up to 1.9 trillion yuan in infrastructure investment this year.</b></p><p><img src=\"https://static.tigerbbs.com/1620f762e0fb4b1b02a9019cad7cdf80\" tg-width=\"937\" tg-height=\"1185\" referrerpolicy=\"no-referrer\"/></p><p>In the real estate sector, in addition to interest rate cuts, a wider range of policies such as lowering down payments and relaxing purchase and loan restrictions will be implemented more quickly. In addition to explicitly stating the need to continue \"reducing financing costs,\" the State Council executive meeting on August 24 may have more importantly emphasized \"allowing local governments to use credit and other policies on a 'one city, one policy' basis to reasonably support rigid and improved housing demand.\" Down payment ratios and purchase and loan restrictions are the most effective credit-related tools for local governments to regulate the real estate market. However, in terms of scope<b>We believe that the policy rollout is mainly concentrated in second-tier cities and below.</b>As benchmarks for \"housing is for living in, not for speculation\" and a bellwether for national housing prices, first-tier cities will be more cautious in relaxing relevant policies.</p><p>The platform economy has been given important policy significance for protecting the main body and stabilizing employment. From the Politburo meeting in July pointing out the need to \"launch a batch of 'green light' investment cases\" for the platform economy, to the People's Bank of China's monetary and credit situation analysis meeting on August 22 proposing for the first time \"to increase financial support for key areas of the platform economy in accordance with laws and regulations,\" and then to this meeting's requirement to \"support the development of the private economy and the platform economy,\" under pressure from employment pressure...<b>The platform economy has gradually transformed from a regulatory object of \"disorderly capital expansion\" to an important vehicle for \"stabilizing employment and protecting the real economy\".</b></p><p>While introducing numerous policies, it was clearly stated that a supervisory team would be dispatched immediately, which is expected to further improve the efficiency of policy implementation. Unlike the 523 meeting, this meeting clearly stated that...<b>immediately</b>Supervision and service working groups were dispatched to ensure that local responsibilities were fulfilled and policies were implemented more quickly.<b>This means that we are expected to see continued efforts in infrastructure construction and an improvement in the real estate market by the end of the third quarter.</b></p><p>In addition, it is worth noting that in terms of supporting foreign trade policies, facilitating the entry and exit of business personnel may become an opportunity for changes and optimizations in epidemic prevention policies in the future. Judging from the relevant regulations that have been issued in some places (mainly in the Jiangsu and Zhejiang regions), the current policy focuses mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic abroad is far more serious than in China, how to prevent and control the epidemic while ensuring business efficiency has become an essential issue. This may at least mean that the quarantine policy for the epidemic will be further optimized.</p><p><img src=\"https://static.tigerbbs.com/bda974bbfa01b5f063ed339a438dcabe\" tg-width=\"907\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>What impact will this measure to stabilize growth 2.0 have? Looking back at the experiences since May, the most direct impact will be a more pronounced increase in infrastructure investment.<b>Credit volume will rebound significantly compared to July.</b>Moreover, due to the reduction in the scale of government bond financing and the increased support policies for the real estate market,<b>The credit structure may be better than before.</b>For example, the proportion of short-term bill financing has decreased, while medium- and long-term financing for households and enterprises has increased. For the real estate market, both second-tier cities are affected by policies and first-tier cities are driven by sentiment, and commercial housing sales are expected to rebound. The peak season of September and October may become a key window for the real estate market to stabilize.</p><p><img src=\"https://static.tigerbbs.com/fad68ade59651d069f538c1cc7a9bf2e\" tg-width=\"908\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Risk warning: External demand will decline due to tightening overseas monetary policy, and the spread of the domestic epidemic will exceed market expectations. Overseas economies have entered a recession ahead of schedule, and a slowdown in my country's exports may arrive ahead of schedule. The recurrence of the epidemic has significantly prolonged the duration of strict prevention and control measures.</p><p></body></html></p>","source":"lsy1582083733592","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>Stabilizing Growth 2.0 is here! How effective are the 19 successor policies?</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\">\nStabilizing Growth 2.0 is here! How effective are the 19 successor policies?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">川阅全球宏观</strong><span class=\"h-time small\">2022-08-25 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Following the introduction of 33 measures to stabilize growth at the State Council executive meeting on May 23, the State Council executive meeting on Wednesday (August 24) introduced 19 measures to stabilize growth. This is the second comprehensive effort by the government to stabilize growth this year, given the resurgence of the pandemic and the unstable economic recovery caused by the spread of real estate risks. Compared to the last one, this package of policies is more targeted and focused:<b>Fiscal policy and infrastructure remain the main tools, with a clearer support for real estate. In terms of stabilizing employment, the role of private enterprises and the platform economy is more prominent. In addition, against the backdrop of local power shortages, ensuring power supply has become an important part of energy supply, and the gradual opening up of cross-border business may become an opportunity to optimize epidemic prevention policies.</b></p><p><img src=\"https://static.tigerbbs.com/15de4f78bc4fbc83aac14e4c69e1478e\" tg-width=\"1032\" tg-height=\"412\" referrerpolicy=\"no-referrer\"/></p><p>The timing of this policy's introduction is \"similar\" to that of the May 23 meeting.<b>We expect credit in August and September to be similar to May and June, with a significant rebound and an optimization of the credit structure.</b>For example, the decline in the proportion of bill financing and government financing. On the economic front, the 824 meeting placed greater emphasis on policy implementation (immediately dispatching a supervisory team).<b>We expect to see continued efforts in infrastructure construction and an improvement in real estate sales by the end of the third quarter.</b></p><p>Among the package of policies, we believe four points are particularly noteworthy: the restrained fiscal efforts, support for the real estate and platform economy, emphasis on the timely implementation of policies, and the possibility of gradually opening up cross-border business travel.</p><p><img src=\"https://static.tigerbbs.com/6060b95916c00d458eb68b8e75facd9e\" tg-width=\"939\" tg-height=\"964\" referrerpolicy=\"no-referrer\"/></p><p><b>Although fiscal policy remains the main tool for stabilizing growth this year, constraints on local government financial resources have become a significant limitation.</b>In terms of fiscal policy, greater emphasis is placed on utilizing existing space and policy-based financial instruments. This meeting will add more than 800 billion yuan in funding (more than 300 billion yuan in policy-based financial instruments and more than 500 billion yuan in special bond quotas), which we expect to stimulate infrastructure investment by up to 1.9 trillion yuan.</p><p>According to the requirement that policy-based development finance instruments be used as capital, which is no more than 50% of the total capital, we expect that more than 300 billion yuan of financial instrument funds will be able to leverage at least 600 billion yuan of infrastructure investment. Meanwhile, as the investment of special bonds this year is more inclined towards the infrastructure sector, the overall infrastructure share has increased by nearly 4 percentage points compared to last year to 65%. If special-purpose bonds account for 25% of the project capital, then the estimated 500 billion yuan special-purpose bond balance limit will be able to leverage 1.3 trillion yuan in fund investment.<b>The two projects combined are expected to stimulate up to 1.9 trillion yuan in infrastructure investment this year.</b></p><p><img src=\"https://static.tigerbbs.com/1620f762e0fb4b1b02a9019cad7cdf80\" tg-width=\"937\" tg-height=\"1185\" referrerpolicy=\"no-referrer\"/></p><p>In the real estate sector, in addition to interest rate cuts, a wider range of policies such as lowering down payments and relaxing purchase and loan restrictions will be implemented more quickly. In addition to explicitly stating the need to continue \"reducing financing costs,\" the State Council executive meeting on August 24 may have more importantly emphasized \"allowing local governments to use credit and other policies on a 'one city, one policy' basis to reasonably support rigid and improved housing demand.\" Down payment ratios and purchase and loan restrictions are the most effective credit-related tools for local governments to regulate the real estate market. However, in terms of scope<b>We believe that the policy rollout is mainly concentrated in second-tier cities and below.</b>As benchmarks for \"housing is for living in, not for speculation\" and a bellwether for national housing prices, first-tier cities will be more cautious in relaxing relevant policies.</p><p>The platform economy has been given important policy significance for protecting the main body and stabilizing employment. From the Politburo meeting in July pointing out the need to \"launch a batch of 'green light' investment cases\" for the platform economy, to the People's Bank of China's monetary and credit situation analysis meeting on August 22 proposing for the first time \"to increase financial support for key areas of the platform economy in accordance with laws and regulations,\" and then to this meeting's requirement to \"support the development of the private economy and the platform economy,\" under pressure from employment pressure...<b>The platform economy has gradually transformed from a regulatory object of \"disorderly capital expansion\" to an important vehicle for \"stabilizing employment and protecting the real economy\".</b></p><p>While introducing numerous policies, it was clearly stated that a supervisory team would be dispatched immediately, which is expected to further improve the efficiency of policy implementation. Unlike the 523 meeting, this meeting clearly stated that...<b>immediately</b>Supervision and service working groups were dispatched to ensure that local responsibilities were fulfilled and policies were implemented more quickly.<b>This means that we are expected to see continued efforts in infrastructure construction and an improvement in the real estate market by the end of the third quarter.</b></p><p>In addition, it is worth noting that in terms of supporting foreign trade policies, facilitating the entry and exit of business personnel may become an opportunity for changes and optimizations in epidemic prevention policies in the future. Judging from the relevant regulations that have been issued in some places (mainly in the Jiangsu and Zhejiang regions), the current policy focuses mainly on the entry of foreign business personnel. However, considering that the spread of the epidemic abroad is far more serious than in China, how to prevent and control the epidemic while ensuring business efficiency has become an essential issue. This may at least mean that the quarantine policy for the epidemic will be further optimized.</p><p><img src=\"https://static.tigerbbs.com/bda974bbfa01b5f063ed339a438dcabe\" tg-width=\"907\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>What impact will this measure to stabilize growth 2.0 have? Looking back at the experiences since May, the most direct impact will be a more pronounced increase in infrastructure investment.<b>Credit volume will rebound significantly compared to July.</b>Moreover, due to the reduction in the scale of government bond financing and the increased support policies for the real estate market,<b>The credit structure may be better than before.</b>For example, the proportion of short-term bill financing has decreased, while medium- and long-term financing for households and enterprises has increased. For the real estate market, both second-tier cities are affected by policies and first-tier cities are driven by sentiment, and commercial housing sales are expected to rebound. The peak season of September and October may become a key window for the real estate market to stabilize.</p><p><img src=\"https://static.tigerbbs.com/fad68ade59651d069f538c1cc7a9bf2e\" tg-width=\"908\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>Risk warning: External demand will decline due to tightening overseas monetary policy, and the spread of the domestic epidemic will exceed market expectations. Overseas economies have entered a recession ahead of schedule, and a slowdown in my country's exports may arrive ahead of schedule. The recurrence of the epidemic has significantly prolonged the duration of strict prevention and control measures.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/RBN9w3JTAEzIYfeySoo-bw\">川阅全球宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/RBN9w3JTAEzIYfeySoo-bw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157353975","content_text":"继523国常会出台稳增长33条之后，周三（8月24日）国常会推出稳增长19条。这是年内疫情再次反复、地产风险扩散导致经济复苏不稳的情况下，政府进行的第二次全面的稳增长努力。与上一次相比，本次的一揽子政策更加有的放矢和聚焦：财政和基建依旧是主要抓手，对于地产的支持态度更加明确，而稳就业方面更加突出民营企业和平台经济的作用，此外在当前局部电力紧张的背景下，电力保供成为能源保供的重要内容，而跨境商务的逐步放开可能成为防疫政策优化的契机。本次政策推出的时点和523会议“异曲同工”，我们预计8、9月的信贷可能会类似5、6月，出现比较明显的反弹，信贷结构也会出现优化，例如票据融资和政府融资占比的下降。在经济方面，由于824会议更加注重政策落地（即时派出督导组），我们有望在第三季度末就看到基建的继续发力和地产销售的好转。在一揽子政策中，我们认为有四点尤其值得注意：财政在克制中的发力、对地产和平台经济的支持，对政策即时落地的重视和跨境商务旅行逐步放开的可能。尽管财政依旧是今年稳增长的主要抓手，但是地方财力的约束已经成为重要的限制。在财政方面更加强调使用存量空间和政策性金融工具，本次会议新增8000多亿元（3000多亿元政策性金融工具和5000多亿元专项债限额空间）的资金空间，我们预计最多能拉动基建投资1.9万亿元。根据政策性开发性金融工具资金用作资本金比例要求，即不超过全部资本金的50%，我们预计3000亿元以上的金融工具资金将能撬动至少6000亿元基建投资。同时，由于今年专项债资金投向更加偏向于基建领域，总体基建占比较去年上升近4个百分点至65%。若专项债作为项目资本金的比例为25%，那么预计5000亿元的专项债结存限额将能撬动1.3万亿元基金投资。两项合计，预计年内最多还能拉动基础设施建设投资1.9万亿元。地产方面，除了降息外，更大范围的降低首付、放松限购限贷等政策将加快落地。824国常会除了明确表示要继续“降低融资成本”外，可能更重要的是强调“允许地方‘一城一策’运用信贷等政策，合理支持刚性和改善性住房需求”，而首付比例和限购限贷是地方调节地产最有效的信贷相关工具。不过在范围上我们认为政策的铺开主要集中在二线及以下城市，一线城市作为“房住不炒”的标杆和全国房价的风向标，相关政策的放松会比较谨慎。平台经济被赋予保主体、稳就业的重要政策含义。从7月政治局会议指出针对平台经济要“集中推出一批‘绿灯’投资案例”，到8月22日人民银行召开货币信贷形势分析会首次提出“要依法合规加大对平台经济重点领域的金融支持”，再到本次会议要求“支持民营经济、平台经济发展”，在就业压力的倒逼下，平台经济已经逐步完成了从“资本无序扩张”的监管对象到“稳就业、保实体”重要载体的转变。在推出诸多政策的同时，明确表示将即时派出督导组，政策落地的效率预计会进一步提高。与523会议不同的是，本次会议明确表示将即时派出督导和服务工作组，压实地方责任，加快政策落地。这意味着我们有望在第三季度末就看到基建的继续发力和地产的好转。除此之外，值得注意的是在支持外贸政策方面，为商务人员出入境提供便利可能成为此后防疫政策改变和优化的契机。从部分地方（主要是江浙地区）已经颁布的相关规定来看，当前政策的重心主要是针对外籍商务人员的入境事宜，但考虑到国外疫情的蔓延形势远较国内严重，如何在保证商务效率下防控疫情成为题中之义，这至少可能意味着针对疫情的隔离政策会进一步优化。本次稳增长2.0会有什么影响？回顾5月以来的经历，最直接的影响将是基建的发力会更加明显，而信贷的量较7月将出现明显的反弹，而且由于政府债券融资规模的减少和地产支持政策的加码，信贷的结构可能会优于此前，例如票据短融占比下降、住户、企业中长期融资有所上升。对于地产而言，二线城市受政策影响、一线城市受情绪推动，商品房销售都有望回暖，金九银十可能成为地产企稳的关键时间窗口。风险提示：海外货币政策收紧下外需回落，国内疫情扩散超市场预期。海外经济提前进入衰退，我国出口的放缓可能提前到来。疫情反复，严格防控持续时间明显拉长。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999269802,"gmtCreate":1660535209108,"gmtModify":1676533488643,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999269802","repostId":"2259933063","repostType":4,"repost":{"id":"2259933063","kind":"highlight","pubTimestamp":1660512675,"share":"https://ttm.financial/m/news/2259933063?lang=en_US&edition=fundamental","pubTime":"2022-08-15 05:31","market":"hk","language":"zh","title":"Foreign Media Headlines | Musk Smiles! Tesla reportedly produces over 3 million units.","url":"https://stock-news.laohu8.com/highlight/detail?id=2259933063","media":"环球市场播报","summary":"　　美联储7月政策会议引发华尔街大幅震荡的两周之后，即将公布的会议纪要很可能会透露，哪些因素会促使美联储在9月份再次大幅收紧政策。　　特斯拉CEO马斯克周日表示，特斯拉已经生产了超过300万辆汽车。　　Robinhood在8月初公布的第二季度业绩中发生了一些值得注意的事情。Robinhood表示，截至第二季度末，生息资产为160亿美元。这种现金储备部分是Robinhood在2021年初在meme股票库存激增期间遗留下来的。","content":"<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve meeting minutes may reveal the magnitude of the next rate hike.</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million vehicles have been produced.</b><b>3. Await Federal Reserve rate hike.<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Saudi Aramco's Q2 profit increased by 90% due to rising oil prices and increased refining profit margins.</b><b>5. Despite concerns about inflation and recession, wealthy Americans are still driving sales of luxury brands.</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>\"Supply, commodity, and dollar shocks\": A storm of economic recession is brewing.</b><img src=\"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve meeting minutes may reveal the magnitude of the next rate hike.</b></p><p>Two weeks after the Federal Reserve's July policy meeting triggered significant turmoil on Wall Street, the upcoming meeting minutes are likely to reveal what factors will prompt the Fed to tighten policy again significantly in September.</p><p>At their policy meeting on July 26-27, Federal Reserve officials decided to raise the benchmark interest rate by 75 basis points for the second consecutive month, marking the fastest pace of rate hike since the early 1980s. Since then, financial market forecasts for September rate hike have fluctuated between 50 and 75 basis points as data showed a stronger-than-expected labor market and lower-than-expected inflation.</p><p>The minutes of the meeting, scheduled to be released at 2 p.m. Wednesday at that time, may not answer this question. However, this may indicate what kind of data Federal Reserve officials need to see before another \"exceptionally large\" rate hike occurs. Federal Reserve Chairman Jerome Powell stated at a press conference following the July meeting that this is also possible at the September 20-21 meeting.</p><p><img src=\"https://static.tigerbbs.com/06f707e94f62e0c0d39cf71649722ccd\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Musk claims Tesla has produced more than 3 million cars.</b></p><p>Tesla CEO Elon Musk said on Sunday that Tesla has produced more than 3 million cars.</p><p>Musk's total car volume achievement celebrated on Sunday came after Tesla reported deliveries (the closest approximation to sales) that had been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, a 26.5% year-over-year increase.</p><p>But this milestone also highlights how insignificant Tesla is compared to the automotive giants—Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase car deliveries by 50% annually.</p><p>Tesla produces cars at factories in multiple locations, including Fremont, California; Austin, Texas; and Berlin, Germany. Musk said in July that the company's first Fremont plant had produced 2 million vehicles.</p><p><img src=\"https://static.tigerbbs.com/ca3d57babe73f931ba95742eda9e1b51\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p><b>Waiting for the Federal Reserve's rate hike to find another way to make money.</b></p><p>Some noteworthy things happened in Robinhood's second-quarter results released in early August.</p><p>Average revenue per user rose for the first time since the emoji craze began in the first quarter of 2021, rising to $56 from $53 in the previous quarter. Notably, this was thanks to a significant increase in non-trading revenue: net interest income increased by more than a third from the first to the second quarter, reaching $74 million, although transaction-based revenue fell from $218 million to $202 million.</p><p>One of the company's major assets is its cash reserves. Robinhood stated that it had $16 billion in interest-earning assets as of the end of the second quarter. This cash reserve was partly left over by Robinhood in early 2021 during a surge in meme stock inventory. But the company says it now uses very little corporate cash to run its business day-to-day. Robinhood estimates that for every 25 percentage point increase in interest rates by the Federal Reserve, it will generate approximately $40 million in additional annualized revenue.</p><p><img src=\"https://static.tigerbbs.com/265e0c453795dfb0cf00a7718c011154\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>Rising oil prices and increased refining profit margins led to a 90% increase in Saudi Aramco's Q2 profits.</b></p><p>Saudi oil giant Saudi Aramco reported on Sunday that its net income surged 90% in the second quarter, marking a record half-year result, as high oil prices continued to bring historic windfalls to the \"oil giant.\"</p><p>Saudi Aramco said strong market conditions helped its second-quarter net income increase to $48.4 billion from $25.5 billion a year ago. This result easily exceeded analysts' estimates of $46.2 billion.</p><p>Saudi Aramco said its half-year net profit surged to $87.9 billion, easily surpassing that of the largest listed oil giants, including<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>And \"oil giants\" such as BP, these companies have all benefited from rising commodity prices.</p><p><img src=\"https://static.tigerbbs.com/048acd74d0ad808664edace42c3e960e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Despite fears of inflation and recession, wealthy Americans are driving luxury brand sales.</b></p><p>The prices of food, gasoline, and travel in the United States have skyrocketed over the past year—but the wealthy seem unfazed by this, continuing to drive sales by luxury goods companies.</p><p>Companies that cater to the super-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>Along with Dior, Louis Vuitton, and Versace, all reported strong sales or raised profit forecasts. In contrast, fears of an economic recession loom over the U.S. economy.<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>Gap and other companies have also sharply cut their financial outlooks, citing a significant decline in spending by low-income consumers squeezed by inflation.</p><p>Experts say the strong momentum in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact because their vast wealth provides a buffer. Most affluent and HNW (high net worth) consumers have seen an increase in disposable income as they spend less on travel.</p><p><img src=\"https://static.tigerbbs.com/8eb941c1df67c79846a33971f648506c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>Morgan Stanley: \"Supply, Commodity, and Dollar Shocks\" - A Storm of Economic Recession is Brewing</b></p><p>The clouds of economic recession are gathering globally: the United States is in a \"technical recession\" and natural gas flows to Western Europe are being restricted. Over the past three months, Morgan Stanley has lowered its 2022 global growth forecast to 2.5%, about 50 basis points lower than market expectations and 40 basis points lower than in May.</p><p>Recession is Morgan Stanley's basic view of the Eurozone. Natural gas flows from Russia have been restricted, causing prices to soar. The company believes that growth in the Eurozone is weak at the end of the year and expects a recession in the fourth quarter. Despite an unexpected increase in GDP in the second quarter due to the timing of the post-pandemic rebound in Europe, the PMI was already negative in July. With the European Central Bank almost single-mindedly focused on inflation, more rate hike is likely to emerge until there is conclusive data showing an economic contraction or normalization of inflation. Inflation and interest rate headwinds will not dissipate anytime soon.</p><p>The US economic growth is also not optimistic, with negative GDP growth in the first two quarters clearly casting a shadow over it.</p><p></body></html></p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign Media Headlines | Musk Smiles! Tesla reportedly produces over 3 million units.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign Media Headlines | Musk Smiles! Tesla reportedly produces over 3 million units.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-15 05:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The main headlines that global financial media focused on last night and this morning were:</b></p><p><b>1. Federal Reserve meeting minutes may reveal the magnitude of the next rate hike.</b><b>2. Musk said<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>More than 3 million vehicles have been produced.</b><b>3. Await Federal Reserve rate hike.<a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>Another way to make money</b><b>4. Saudi Aramco's Q2 profit increased by 90% due to rising oil prices and increased refining profit margins.</b><b>5. Despite concerns about inflation and recession, wealthy Americans are still driving sales of luxury brands.</b><b>6、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>\"Supply, commodity, and dollar shocks\": A storm of economic recession is brewing.</b><img src=\"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Federal Reserve meeting minutes may reveal the magnitude of the next rate hike.</b></p><p>Two weeks after the Federal Reserve's July policy meeting triggered significant turmoil on Wall Street, the upcoming meeting minutes are likely to reveal what factors will prompt the Fed to tighten policy again significantly in September.</p><p>At their policy meeting on July 26-27, Federal Reserve officials decided to raise the benchmark interest rate by 75 basis points for the second consecutive month, marking the fastest pace of rate hike since the early 1980s. Since then, financial market forecasts for September rate hike have fluctuated between 50 and 75 basis points as data showed a stronger-than-expected labor market and lower-than-expected inflation.</p><p>The minutes of the meeting, scheduled to be released at 2 p.m. Wednesday at that time, may not answer this question. However, this may indicate what kind of data Federal Reserve officials need to see before another \"exceptionally large\" rate hike occurs. Federal Reserve Chairman Jerome Powell stated at a press conference following the July meeting that this is also possible at the September 20-21 meeting.</p><p><img src=\"https://static.tigerbbs.com/06f707e94f62e0c0d39cf71649722ccd\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/></p><p><b>Musk claims Tesla has produced more than 3 million cars.</b></p><p>Tesla CEO Elon Musk said on Sunday that Tesla has produced more than 3 million cars.</p><p>Musk's total car volume achievement celebrated on Sunday came after Tesla reported deliveries (the closest approximation to sales) that had been rising in recent quarters. In July, Tesla said it delivered 254,695 vehicles in the second quarter, a 26.5% year-over-year increase.</p><p>But this milestone also highlights how insignificant Tesla is compared to the automotive giants—Toyota delivered more than 10 million vehicles in 2021 alone. Tesla said earlier this year that it plans to increase car deliveries by 50% annually.</p><p>Tesla produces cars at factories in multiple locations, including Fremont, California; Austin, Texas; and Berlin, Germany. Musk said in July that the company's first Fremont plant had produced 2 million vehicles.</p><p><img src=\"https://static.tigerbbs.com/ca3d57babe73f931ba95742eda9e1b51\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p><b>Waiting for the Federal Reserve's rate hike to find another way to make money.</b></p><p>Some noteworthy things happened in Robinhood's second-quarter results released in early August.</p><p>Average revenue per user rose for the first time since the emoji craze began in the first quarter of 2021, rising to $56 from $53 in the previous quarter. Notably, this was thanks to a significant increase in non-trading revenue: net interest income increased by more than a third from the first to the second quarter, reaching $74 million, although transaction-based revenue fell from $218 million to $202 million.</p><p>One of the company's major assets is its cash reserves. Robinhood stated that it had $16 billion in interest-earning assets as of the end of the second quarter. This cash reserve was partly left over by Robinhood in early 2021 during a surge in meme stock inventory. But the company says it now uses very little corporate cash to run its business day-to-day. Robinhood estimates that for every 25 percentage point increase in interest rates by the Federal Reserve, it will generate approximately $40 million in additional annualized revenue.</p><p><img src=\"https://static.tigerbbs.com/265e0c453795dfb0cf00a7718c011154\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p><b>Rising oil prices and increased refining profit margins led to a 90% increase in Saudi Aramco's Q2 profits.</b></p><p>Saudi oil giant Saudi Aramco reported on Sunday that its net income surged 90% in the second quarter, marking a record half-year result, as high oil prices continued to bring historic windfalls to the \"oil giant.\"</p><p>Saudi Aramco said strong market conditions helped its second-quarter net income increase to $48.4 billion from $25.5 billion a year ago. This result easily exceeded analysts' estimates of $46.2 billion.</p><p>Saudi Aramco said its half-year net profit surged to $87.9 billion, easily surpassing that of the largest listed oil giants, including<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/CVX\">Chevron</a>And \"oil giants\" such as BP, these companies have all benefited from rising commodity prices.</p><p><img src=\"https://static.tigerbbs.com/048acd74d0ad808664edace42c3e960e\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p><b>Despite fears of inflation and recession, wealthy Americans are driving luxury brand sales.</b></p><p>The prices of food, gasoline, and travel in the United States have skyrocketed over the past year—but the wealthy seem unfazed by this, continuing to drive sales by luxury goods companies.</p><p>Companies that cater to the super-rich, including<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>Along with Dior, Louis Vuitton, and Versace, all reported strong sales or raised profit forecasts. In contrast, fears of an economic recession loom over the U.S. economy.<a href=\"https://laohu8.com/S/WMT\">Walmart</a>、<a href=\"https://laohu8.com/S/BBY\">Best Buy</a>Gap and other companies have also sharply cut their financial outlooks, citing a significant decline in spending by low-income consumers squeezed by inflation.</p><p>Experts say the strong momentum in the luxury category is consistent with past economic slowdowns, with the wealthy often being the last to feel the impact because their vast wealth provides a buffer. Most affluent and HNW (high net worth) consumers have seen an increase in disposable income as they spend less on travel.</p><p><img src=\"https://static.tigerbbs.com/8eb941c1df67c79846a33971f648506c\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>Morgan Stanley: \"Supply, Commodity, and Dollar Shocks\" - A Storm of Economic Recession is Brewing</b></p><p>The clouds of economic recession are gathering globally: the United States is in a \"technical recession\" and natural gas flows to Western Europe are being restricted. Over the past three months, Morgan Stanley has lowered its 2022 global growth forecast to 2.5%, about 50 basis points lower than market expectations and 40 basis points lower than in May.</p><p>Recession is Morgan Stanley's basic view of the Eurozone. Natural gas flows from Russia have been restricted, causing prices to soar. The company believes that growth in the Eurozone is weak at the end of the year and expects a recession in the fourth quarter. Despite an unexpected increase in GDP in the second quarter due to the timing of the post-pandemic rebound in Europe, the PMI was already negative in July. With the European Central Bank almost single-mindedly focused on inflation, more rate hike is likely to emerge until there is conclusive data showing an economic contraction or normalization of inflation. Inflation and interest rate headwinds will not dissipate anytime soon.</p><p>The US economic growth is also not optimistic, with negative GDP growth in the first two quarters clearly casting a shadow over it.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-08-15/doc-imizmscv6223406.shtml\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8468de417b9d6d39d8a9c772d0da1fa3","relate_stocks":{"TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-08-15/doc-imizmscv6223406.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2259933063","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美联储会议纪要或将揭示下一次加息的幅度2、马斯克称特斯拉已经生产了超过300万辆汽车3、静待美联储加息 Robinhood的另一项生财之道4、油价上涨且炼油利润率上升 沙特阿美公司Q2利润增九成5、尽管担心通胀和经济衰退，美国富豪仍推动了奢侈品牌销售      6、摩根士丹利：“供应、商品和美元冲击” 经济衰退的风暴正在形成美联储会议纪要或将揭示下一次加息的幅度美联储7月政策会议引发华尔街大幅震荡的两周之后，即将公布的会议纪要很可能会透露，哪些因素会促使美联储在9月份再次大幅收紧政策。美联储官员在7月26-27日的政策会议上决定连续第二个月将基准利率提高75个基点，创出上世纪80年代初以来最快的加息步伐。自那以来，由于数据显示劳动力市场强于预期，而通胀不及预期，金融市场对9月加息幅度的预测在50-75个基点之间波动。定于当时时间周三下午2点公布的会议纪要可能无法回答这个问题。但可能会说明，美联储官员需要看到什么样的数据，才会再次“异常大地”加息，美联储主席杰罗姆·鲍威尔曾在7月会议后的新闻发布会上表示，9月20-21日的会议也有这一可能。马斯克称特斯拉已经生产了超过300万辆汽车特斯拉CEO马斯克周日表示，特斯拉已经生产了超过300万辆汽车。马斯克周日庆祝的汽车总量成就是在特斯拉报告的交付量（最接近销量的近似值）在最近几个季度一直在上升之后实现的。7月份，特斯拉表示，第二季度交付了254695辆汽车，同比增长26.5%。但这一里程碑也凸显了特斯拉与汽车巨头相比是多么的渺小——丰田仅在2021年就交付了超过1000万辆汽车。特斯拉今年早些时候表示，它计划将汽车交付量每年增加50%。特斯拉在加利福尼亚州弗里蒙特、德克萨斯州奥斯汀、德国柏林附等多地工厂生产汽车。马斯克在7月份表示，该公司的第一家弗里蒙特工厂已经生产了200万辆汽车。静待美联储加息 Robinhood的另一项生财之道Robinhood在8月初公布的第二季度业绩中发生了一些值得注意的事情。自2021年第一季度表情包热潮开始以来，每位用户的平均收入首次上升，从上一季度的53美元升至56美元。值得注意的是，这得益于非交易收入的大幅增长：从第一季度到第二季度，净利息收入增长了三分之一以上，达到7400万美元，尽管基于交易的收入从2.18亿美元下降到2.02 亿美元。该公司的一大资产是其现金储备。Robinhood表示，截至第二季度末，生息资产为160亿美元。这种现金储备部分是Robinhood在2021年初在meme股票库存激增期间遗留下来的。但该公司表示，它现在只使用很少的公司现金来日常运营业务。Robinhood 估计，美联储利率每提高 25 个百分点，它就会实现约4000万美元的额外年化收入。油价上涨且炼油利润率上升 沙特阿美公司Q2利润增九成沙特石油巨头沙特阿美（Aramco）周日报告称，由于高油价继续为“石油巨头”带来历史性的意外收获，第二季度净收入飙升90%，半年业绩创下历史新高。沙特阿美表示，强劲的市场状况帮助其第二季度净收入从一年前的255亿美元增至484亿美元。这一结果轻松超过了分析师估计的462亿美元。沙特阿美表示，半年净利润飙升至879亿美元，轻松超过最大的上市石油巨头，包括埃克森美孚、雪佛龙和 BP 等“石油巨头”，这些公司都受益于大宗商品价格的上涨。尽管担心通胀和经济衰退，美国富豪仍推动了奢侈品牌销售过去一年，美国食品、汽油和旅行的价格飙升——但富人似乎对此不以为然，仍在推动奢侈品公司的销售。迎合超级富豪的公司，包括法拉利和迪奥、路易威登和范思哲，都报告了强劲的销售或上调了利润预测。与之相对的是，经济衰退的担忧笼罩着美国经济，沃尔玛、百思买、Gap和其他公司也大幅削减了财务前景，理由是受通胀挤压的低收入消费者的支出出现明显回落。专家表示，奢侈品类别的强劲势头与过去的经济放缓是一致的，富人往往是最后一个感受到影响的人，因为他们的巨额财富提供了缓冲。大多数富裕和HNW（高净值）消费者的可支配收入有所增加，因为在旅行上的花费减少了。摩根士丹利：“供应、商品和美元冲击” 经济衰退的风暴正在形成经济衰退的阴云正在全球聚集：美国陷入“技术性衰退”、天然气流向西欧受到限制。过去三个月，摩根士丹利已将2022年全球增长预测下调至2.5%，比市场预期低约50个基点，比5月份低40个基点。衰退是摩根士丹利对欧元区的基本看法。来自俄罗斯的天然气流量受到限制，价格飙升，该公司认为欧元区今年年底增长疲软，预计到第四季度会出现衰退。尽管由于欧洲疫情后反弹的时机，第二季度GDP意外上行，但7月份PMI已经为负数。由于欧洲央行几乎一心一意地关注通胀，在有确凿数据显示经济收缩或通胀正常化之前，可能会出现更多加息。通胀和利率逆风不会很快消散。美国的经济增长也不乐观，前两个季度的GDP负增长显然蒙上了一层阴影。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"TSLA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907828522,"gmtCreate":1660177019968,"gmtModify":1703478717023,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907828522","repostId":"1179256933","repostType":4,"isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905735777,"gmtCreate":1659935937001,"gmtModify":1703476184020,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905735777","repostId":"2257394664","repostType":4,"isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908378541,"gmtCreate":1659327931183,"gmtModify":1676536288063,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908378541","repostId":"1179267509","repostType":4,"repost":{"id":"1179267509","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":1659308909,"share":"https://ttm.financial/m/news/1179267509?lang=en_US&edition=fundamental","pubTime":"2022-08-01 07:08","market":"hk","language":"zh","title":"Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请","content":"<p><html><head></head><body>Major financial events this week (August 1-5)</p><p><b>Regarding economic data,</b>The US and the Eurozone in July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final reading of the manufacturing PMI, the revised month-on-month reading of US durable goods orders for June, changes in US API and EIA crude oil inventories for the week ending July 29, the number of US initial jobless claims for the week ending July 30, and the US non-farm payrolls and unemployment rate for July.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. In addition,<b>This week, attention should also be paid to the Reserve Bank of Australia's interest rate decision, the Bank of England's interest rate decision, and speeches by officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1st: Eurozone June unemployment rate, US and Eurozone July Markit manufacturing PMI final readings; HSBC Holdings Financial Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>Monday,<b>Regarding economic data,</b>The US and Eurozone will release the final Markit manufacturing PMI readings for July, which are expected to be relatively weak and not much different from the preliminary readings.</p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for July was 52.3, which was better than the expected 52, but lower than the 52.7 reading in June, marking the lowest level since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Financial reports will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>Earnings reports will also be released after the US stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citi</a>And CICC's forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The forecast for the 2022 interim dividend per ordinary share is US 8 cents, representing a 14.2% increase year-on-year compared to the interim dividend of US 7 cents per ordinary share in the same period last year. According to forecasts from four securities firms, HSBC's benchmark pre-tax profit for the first half of 2022 is expected to be US$7.937 billion to US$8.174 billion, a year-on-year decrease of 24.6% to 26.8% compared to US$10.839 billion in the first half of 2021.<b>Regarding the incident,</b><b>U.S. House Speaker Nancy Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives published Pelosi's itinerary for her trip to Asia, stating that Pelosi led a congressional delegation to visit the Indo-Pacific region, including Singapore, Malaysia, South Korea, and Japan. The statement said the trip will focus on common security, economic partnerships, and*governance in the Indo-Pacific region. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords for Tuesday, August 2nd: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans speaks; Activision Blizzard and BP earnings reports</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Tuesday,<b>Regarding economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job openings for JOLTs in the United States.</p><p>In a survey conducted from July 22 to 28, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time the Reserve Bank of Australia has rate hike the cash rate by 50 basis points at three consecutive meetings since it was introduced in 1990. The other two economists expect rate hike to be even larger, at 65 or 75 basis points.<b>Regarding the event, Evans hosted a media breakfast, and investors should pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>Earnings reports will be released before the US stock market opens on August 2nd. In addition, Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Earnings reports will be released after the US stock market closes on August 2.</p><p>On July 27, 2022, Occidental Petroleum announced that it would distribute a regular quarterly Dividend of $0.13 per common share to shareholders on record as of October 17, 2022. In addition, according to 12 analyst reports providing price forecasts for the coming year over the past three months, Occidental Petroleum's average price target is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: US June durable goods orders month-on-month revision, API and EIA crude oil inventory changes for the week ending July 29; Occidental Petroleum Financial Report</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>Wednesday,<b>Regarding economic data,</b>The United States will release a revised monthly rate of durable goods orders for June.</p><p>U.S. durable goods orders rose 0.7% month-on-month in May, compared to the expected 0.1% and the previous value of 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that business investment has remained strong so far even amid rising interest rates and heightened economic concerns. In addition,<b>The U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worth investors' attention.</b></p><p>U.S. API crude oil inventories fell by 4.037 million barrels in the week ending July 22, compared to an expected decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, marking the largest drop in U.S. crude oil inventories since the end of May.<b>Regarding the incident,</b>St. Louis Federal Reserve President Bullard addressed money market dealers, and investors should also pay attention.</p><p><b>OPEC+ held its 31st ministerial meeting.</b>OPEC+ will hold its 31st ministerial meeting on August 3 to decide on oil production policy for September. The organization will decide whether to heed the U.S. call to supply more crude oil to the global market. At the 30th ministerial meeting held on June 30, it was decided to raise the average daily oil production forecast for August 2022 by 648,000 barrels.</p><p><b>Regarding financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Modern</a>The earnings report will be released before the US stock market opens on August 3. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The earnings report will be released after the US stock market closes on August 3.</p><p><b>Regarding new stocks,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Lemon Film & Television</a>IPO subscriptions closed on Wednesday.</p><p><b>Keywords for Thursday, August 4th: Bank of England interest rate decision, US initial jobless claims for the week ending July 30th; Alibaba Financial Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>Regarding economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey suggests that the Bank of England may avoid further rate hike in August and instead stick to a dovish rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on initial and renewed unemployment claims for the week ending July 30.</b></p><p>In the week ending July 23, the number of initial jobless claims in the United States fell by 5,000 to 256,000. A media survey of economists showed that the median number of applicants was expected to be 250,000. As of the week ending July 16, the number of people continuing to apply for unemployment benefits fell to 1.36 million. Although U.S. unemployment claims fell for the first time in four weeks, they remained near their highest level since November of last year, indicating a continued slowdown in the labor market.<b>Regarding the event, the European Central Bank will release an economic bulletin.</b></p><p><b>Tesla held its 2022 annual shareholders meeting.</b>On August 4, Tesla will hold its annual shareholders meeting at its Gigafactory in Texas. The company will also broadcast the event live and is expected to announce updates on the 4680 battery, fully autonomous driving, and its Austin and Berlin factories. The meeting agenda shows that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The company will release its earnings report before the US stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analysts believe that, according to data from the National Bureau of Statistics, my country's total retail sales declined by 11.1% and 6.7% year-on-year in April and May 2022, respectively, with the month-on-month decline narrowing. Online retail sales of physical goods decreased by 5.2% and increased by 7.0% year-on-year, indicating a recovery in online consumption. Revenue for fiscal years 2023-2025 is projected to reach RMB 889.7 billion, RMB 956.8 billion, and RMB 1,021.4 billion, representing year-on-year increases of 4%, 8%, and 7%. We have raised our net profit (Non-GAAP) forecasts for fiscal years 2023-2025 to RMB129.9 billion, RMB147.6 billion, and RMB162.5 billion, representing a year-on-year decrease of 5%, an increase of 14%, and an increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times, 14 times, and 13 times.<b>Keywords for Friday, August 5th: US July non-farm payrolls and unemployment rate; Cleveland Fed President Mester speaks.</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>Regarding economic data,</b>The United States will release its July non-farm payrolls and unemployment rates. The market currently expects non-farm payrolls to increase by 255,000 in July, lower than the previous reading of 372,000, and the unemployment rate to be 3.6%, unchanged from the previous reading.</p><p>Previously, the United States added 372,000 seasonally adjusted non-farm payrolls in June, far exceeding the market expectation of 250,000, continuing the strong momentum of employment growth this year. The unemployment rate was 3.6%, unchanged from May and still near a 50-year low, in line with expectations.<b>Regarding the event, Cleveland Federal Reserve President Mester will speak on monetary policy.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.</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\">\nWeekly Preview | Earnings reports from Alibaba, Occidental Petroleum, and others are coming! Non-farm payroll data is coming soon.\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\">2022-08-01 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Major financial events this week (August 1-5)</p><p><b>Regarding economic data,</b>The US and the Eurozone in July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>The final reading of the manufacturing PMI, the revised month-on-month reading of US durable goods orders for June, changes in US API and EIA crude oil inventories for the week ending July 29, the number of US initial jobless claims for the week ending July 30, and the US non-farm payrolls and unemployment rate for July.<b>Regarding financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>, AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. In addition,<b>This week, attention should also be paid to the Reserve Bank of Australia's interest rate decision, the Bank of England's interest rate decision, and speeches by officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1st: Eurozone June unemployment rate, US and Eurozone July Markit manufacturing PMI final readings; HSBC Holdings Financial Report</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>Monday,<b>Regarding economic data,</b>The US and Eurozone will release the final Markit manufacturing PMI readings for July, which are expected to be relatively weak and not much different from the preliminary readings.</p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for July was 52.3, which was better than the expected 52, but lower than the 52.7 reading in June, marking the lowest level since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong,<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Financial reports will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>Earnings reports will also be released after the US stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citi</a>And CICC's forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The forecast for the 2022 interim dividend per ordinary share is US 8 cents, representing a 14.2% increase year-on-year compared to the interim dividend of US 7 cents per ordinary share in the same period last year. According to forecasts from four securities firms, HSBC's benchmark pre-tax profit for the first half of 2022 is expected to be US$7.937 billion to US$8.174 billion, a year-on-year decrease of 24.6% to 26.8% compared to US$10.839 billion in the first half of 2021.<b>Regarding the incident,</b><b>U.S. House Speaker Nancy Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives published Pelosi's itinerary for her trip to Asia, stating that Pelosi led a congressional delegation to visit the Indo-Pacific region, including Singapore, Malaysia, South Korea, and Japan. The statement said the trip will focus on common security, economic partnerships, and*governance in the Indo-Pacific region. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords for Tuesday, August 2nd: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans speaks; Activision Blizzard and BP earnings reports</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Tuesday,<b>Regarding economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job openings for JOLTs in the United States.</p><p>In a survey conducted from July 22 to 28, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time the Reserve Bank of Australia has rate hike the cash rate by 50 basis points at three consecutive meetings since it was introduced in 1990. The other two economists expect rate hike to be even larger, at 65 or 75 basis points.<b>Regarding the event, Evans hosted a media breakfast, and investors should pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">BP</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>Earnings reports will be released before the US stock market opens on August 2nd. In addition, Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">American Supermicro Corporation</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Earnings reports will be released after the US stock market closes on August 2.</p><p>On July 27, 2022, Occidental Petroleum announced that it would distribute a regular quarterly Dividend of $0.13 per common share to shareholders on record as of October 17, 2022. In addition, according to 12 analyst reports providing price forecasts for the coming year over the past three months, Occidental Petroleum's average price target is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: US June durable goods orders month-on-month revision, API and EIA crude oil inventory changes for the week ending July 29; Occidental Petroleum Financial Report</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>Wednesday,<b>Regarding economic data,</b>The United States will release a revised monthly rate of durable goods orders for June.</p><p>U.S. durable goods orders rose 0.7% month-on-month in May, compared to the expected 0.1% and the previous value of 0.50%. U.S. factory durable goods orders rose more than expected in May, indicating that business investment has remained strong so far even amid rising interest rates and heightened economic concerns. In addition,<b>The U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worth investors' attention.</b></p><p>U.S. API crude oil inventories fell by 4.037 million barrels in the week ending July 22, compared to an expected decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, marking the largest drop in U.S. crude oil inventories since the end of May.<b>Regarding the incident,</b>St. Louis Federal Reserve President Bullard addressed money market dealers, and investors should also pay attention.</p><p><b>OPEC+ held its 31st ministerial meeting.</b>OPEC+ will hold its 31st ministerial meeting on August 3 to decide on oil production policy for September. The organization will decide whether to heed the U.S. call to supply more crude oil to the global market. At the 30th ministerial meeting held on June 30, it was decided to raise the average daily oil production forecast for August 2022 by 648,000 barrels.</p><p><b>Regarding financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Modern</a>The earnings report will be released before the US stock market opens on August 3. In addition,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The earnings report will be released after the US stock market closes on August 3.</p><p><b>Regarding new stocks,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Lemon Film & Television</a>IPO subscriptions closed on Wednesday.</p><p><b>Keywords for Thursday, August 4th: Bank of England interest rate decision, US initial jobless claims for the week ending July 30th; Alibaba Financial Report</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>Regarding economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey suggests that the Bank of England may avoid further rate hike in August and instead stick to a dovish rate hike pace of 25 basis points, but this is a very difficult decision. In addition,<b>The United States will release data on initial and renewed unemployment claims for the week ending July 30.</b></p><p>In the week ending July 23, the number of initial jobless claims in the United States fell by 5,000 to 256,000. A media survey of economists showed that the median number of applicants was expected to be 250,000. As of the week ending July 16, the number of people continuing to apply for unemployment benefits fell to 1.36 million. Although U.S. unemployment claims fell for the first time in four weeks, they remained near their highest level since November of last year, indicating a continued slowdown in the labor market.<b>Regarding the event, the European Central Bank will release an economic bulletin.</b></p><p><b>Tesla held its 2022 annual shareholders meeting.</b>On August 4, Tesla will hold its annual shareholders meeting at its Gigafactory in Texas. The company will also broadcast the event live and is expected to announce updates on the 4680 battery, fully autonomous driving, and its Austin and Berlin factories. The meeting agenda shows that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The company will release its earnings report before the US stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>Analysts believe that, according to data from the National Bureau of Statistics, my country's total retail sales declined by 11.1% and 6.7% year-on-year in April and May 2022, respectively, with the month-on-month decline narrowing. Online retail sales of physical goods decreased by 5.2% and increased by 7.0% year-on-year, indicating a recovery in online consumption. Revenue for fiscal years 2023-2025 is projected to reach RMB 889.7 billion, RMB 956.8 billion, and RMB 1,021.4 billion, representing year-on-year increases of 4%, 8%, and 7%. We have raised our net profit (Non-GAAP) forecasts for fiscal years 2023-2025 to RMB129.9 billion, RMB147.6 billion, and RMB162.5 billion, representing a year-on-year decrease of 5%, an increase of 14%, and an increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) of 16 times, 14 times, and 13 times.<b>Keywords for Friday, August 5th: US July non-farm payrolls and unemployment rate; Cleveland Fed President Mester speaks.</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>Regarding economic data,</b>The United States will release its July non-farm payrolls and unemployment rates. The market currently expects non-farm payrolls to increase by 255,000 in July, lower than the previous reading of 372,000, and the unemployment rate to be 3.6%, unchanged from the previous reading.</p><p>Previously, the United States added 372,000 seasonally adjusted non-farm payrolls in June, far exceeding the market expectation of 250,000, continuing the strong momentum of employment growth this year. The unemployment rate was 3.6%, unchanged from May and still near a 50-year low, in line with expectations.<b>Regarding the event, Cleveland Federal Reserve President Mester will speak on monetary policy.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安",".SPX":"S&P 500 Index","BK4521":"英国银行股","DUST":"二倍做空黄金矿业指数ETF-Direxion","OXY":"西方石油","HSBC":"汇丰",".DJI":"道琼斯","BK4207":"综合性银行","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".IXIC":"NASDAQ Composite","BK4201":"综合性石油与天然气企业","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF-iShares","GLD":"黄金ETF-SPDR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周（8.1—8.5）重磅财经事件经济数据方面，美国和欧元区7月Markit制造业PMI终值，美国6月耐用品订单月率修正值，美国截至7月29日当周API和EIA原油库存变动，美国截至7月30日当周初请失业金人数，以及美国7月非农和失业率。财报方面，汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外，本周还需关注澳洲联储利率决议，英国央行利率决议，以及芝加哥联储主席埃文斯，圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词：欧元区6月失业率，美国和欧元区7月Markit制造业PMI终值；汇丰控股财报周一，经济数据方面，美国和欧元区将公布7月Markit制造业PMI终值，预计相对低迷，和初值相差不大。美国7月Markit制造业PMI初值录得52.3，虽然好于预期的52，但低于6月数值的52.7，创下2020年7月以来最低。财报方面，作为港股高分红股票之一的汇丰控股将会发布财报；美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙，较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测，汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元，较2021年上半年108.39亿美元计，同比下跌24.6%至26.8%。事件方面，美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道，美国众议院议长办公室官网公布佩洛西亚洲之行行程，称佩洛西率领一个国会代表团访问印度-太平洋地区，包括访问新加坡、马来西亚、韩国和日本。声明称，此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说，佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡，与哈莉玛总统和李显龙总理会面。8月2日周二关键词：澳洲联储利率决议，芝加哥联储主席埃文斯发表讲话；动视暴雪、英国石油财报周二，经济数据方面，澳洲联储将公布利率决议，以及美国JOLTs职位空缺。在7月22日至28日的调查中，受访的34位经济学家中有32位预测，澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来，澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大，为65或75个基点。事件方面，埃文斯主持媒体早餐会，投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面，美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外，巴菲特新晋爱股西方石油，以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布，将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外，根据最近3个月提供未来一年价格预测的12位分析师报告，西方石油公司的平均目标价为74.92美元，最高为90.00美元，最低为58.00美元。根据高盛分析师Neil Mehta的说法，西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词：美国6月耐用品订单月率修正值，截至7月29日当周API和EIA原油库存变动；西方石油财报周三，经济数据方面，美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%，预期0.1%，前值0.50%。5月份美国工厂耐用品订单增幅高于预期，表明即便在利率上升和对经济担忧加剧的情况下，企业投资迄今仍保持强劲。此外，截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶，预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶，远超预期的减少103.7万桶，为5月底以来最大的美国原油库存降幅。事件方面，圣路易斯联储主席布拉德向货币市场经销商发表讲话，投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议，决定9月的石油生产政策。该组织将决定是否听取美国的呼吁，为全球市场供应更多原油。在6月30日举行的第30次部长级会议上，曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面，美股Moderna将在8月3日美股盘前发布财报。此外，美高梅、Lucid将在8月3日美股盘后发布财报。新股方面，港股柠萌影视周三结束新股申购。8月4日周四关键词：英国央行利率决议，美国截至7月30日当周初请失业金人数；阿里巴巴财报周四，经济数据方面，英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息，而是坚守25个基点的温和加息步伐，但这是一个非常艰难的决定。此外，美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周，美国初次申请失业金人数减少5,000人，至25.6万人。媒体对经济学家进行的调查显示，申请人数的中位数预期25万人。截至7月16日当周，续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降，但仍维持在去年11月以来最高水平附近，表明劳动力市场继续放缓。事件方面，欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日，特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动，预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示，特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面，阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为，根据国家统计局数据，2022年4/5月我国社零总额同比下滑11.1%/6.7%，环比降幅收窄，实物商品网上零售额同比减少5.2%/增加7.0%，线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元，同比增加4%/增加8%/增加7%；上调2023-2025财年净利润（Non-GAAP）预测至1,299 亿元/1,476 亿元/1,625 亿元，同比减少5%/增加14%/增加10%，现价对应公司港股PE（Non-GAAP）16倍/14倍/13倍。8月5日周五关键词：美国7月非农和失业率，克利夫兰联储主席梅斯特发表讲话周五，经济数据方面，美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万，不及37.2万的前值，失业率为3.6%，和前值持平。此前，美国6月季调后新增非农就业人口为37.2万人，远高于市场预期的25万人，延续了今年以来就业增长的强劲势头；失业率为3.6%，与5月持平，仍维持在50年以来的低点附近，符合预期。事件方面，克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"GCmain":0.9,"OXY":0.9,"GLD":0.9,"GDX":0.9,"SGUmain":0.9,".SPX":0.9,"NUGT":0.9,".IXIC":0.9,"DUST":0.9,"SGCmain":0.9,"SImain":0.9,".DJI":0.9,"HSBC":0.9,"MGCmain":0.9,"IAU":0.9}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169155501,"gmtCreate":1623823538703,"gmtModify":1703820580761,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169155501","repostId":"1161735706","repostType":4,"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010380779,"gmtCreate":1648258275853,"gmtModify":1676534322802,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👌👌👌","listText":"👌👌👌","text":"👌👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010380779","repostId":"1157458417","repostType":4,"repost":{"id":"1157458417","kind":"news","pubTimestamp":1648213971,"share":"https://ttm.financial/m/news/1157458417?lang=en_US&edition=fundamental","pubTime":"2022-03-25 21:12","market":"hk","language":"zh","title":"Night Reading | From Graham to Buffett, the pursuit of certainty remains unchanged.","url":"https://stock-news.laohu8.com/highlight/detail?id=1157458417","media":"少数派投资","summary":"摘要：格雷厄姆偏爱“烟蒂股”，而巴菲特发展了他理论，使“以合理价格买入优秀公司”成为价值投资的最佳方式，两者均以确定性为根基。与其说格雷厄姆是“华尔街教父”，倒不如说他是“烟蒂股投资”的代名词。多数人","content":"<p><html><head></head><body><b>Abstract: Graham favors \"cigarette butt stocks,\" while Buffett developed his theory, making \"buying good companies at reasonable prices\" the best way to invest in value, both of which are based on certainty.</b>Rather than calling Graham the \"Godfather of Wall Street,\" it's more accurate to say he's synonymous with \"cigarette butt stock investing.\"</p><p>In most people's eyes, this \"Oracle of Omaha\" teacher and author of \"Securities Analysis\" is an outdated old guy who only knows how to pick up bargains. Buffett developed his theory, making \"buying excellent companies at reasonable prices\" the best way to invest in value.</p><p>And so, the preset consensus ensnares us:</p><p>Since there are more advanced theories, why look at outdated and \"outdated\" things?</p><p>As a result, value investing has been equated with fundamental analysis, and \"buying good companies and accompanying their growth\" has become the standard for many people.</p><p>Let's take this a step further:</p><p>Why didn't Graham, the godfather of Wall Street, realize the value of good companies and prefer to buy cheap junk? Is it simply because of the limitations of the times or insufficient personal ability?</p><p>This article, in conjunction with \"Securities Analysis,\" will take you to revisit the classic and analyze Graham, who is misunderstood by most people.</p><p><b>Intrinsic value: Dare to be different from the majority</b></p><p>Graham's investment philosophy is based on \"intrinsic value\".</p><p>In most people's eyes, this is just a numerical concept. Many professionals use discounted cash flow to calculate the value of a stock and then judge the stock price based on that.</p><p>However, Securities Analysis makes no mention of how \"intrinsic value\" should be calculated, and even bluntly states that speculating on intrinsic value is a huge mistake. Graham's definition is \"value that proves reasonable.\"</p><p>He also emphasized that \"analysts do not need to draw conclusions based on precise estimates of the actual value of each share.\"</p><p>What's the point of not even having a specific algorithm?</p><p>The key lies in rejecting \"Mr. Market\".</p><p>Market prices reflect the consensus expectations of most participants. Graham, however, believed that there should be a different and proven more reasonable \"intrinsic value.\" This is the consciousness of independent thinking: being skeptical of existing consensus and daring to be different from the majority.</p><p>He likened the market to a gentleman who is emotionally unstable and makes all sorts of mistakes, and it is this gentleman's irrational behavior that creates good investment opportunities for us.</p><p><b>Investment should be supported by a reliable foundation</b></p><p>We are also market participants, so why should we say that most people are irrational?</p><p>In Graham's view, the confidence to deny Mr. Market lies in his \"comprehensive and thorough analysis.\" He clearly distinguished between investment and speculation and regarded \"having evidence to follow\" as an inevitable characteristic of investment.</p><p>He believes, \"As long as your data and reasoning are correct, you are right.\"</p><p>Buffett explained this as follows: \"As long as your premises are correct, your facts are correct, and your logic is correct, you are ultimately correct.\"</p><p>Graham describes a \"reasonable recommendation\" as follows: \"It must not only perform well in the market, but must also be based on a reasonable reasoning process... The professional standards of securities analysis require all recommenders to clearly state the type of recommendation and form an analytical reasoning process for the recommendation results.\"</p><p>This allows us to distinguish whether it was because we did the right thing or because we were lucky.</p><p>Only investment judgments made in this way are repeatable and sustainable in the long term.</p><p><b>Speculation on \"strong companies\"</b></p><p>Based on his stringent requirements for objective facts and rigorous logic, Graham has always maintained a cautious attitude towards the growth prospects of stocks. He offered a clear critique of the view that \"good stocks are good investments\":</p><p>\"Calling it 'speculation on strong companies' might be more logical and helpful to understand. The results of this 'investment' are no different from those speculative behaviors of the past, except that there may be no security guarantees.\"</p><p>For outstanding companies that are generally favored in the market, Graham sees a tendency towards \"double counting\":</p><p>\"The stock price reflects the benefits brought by good management, as well as the gains brought by 'good management,' which leads to 'double counting of the same project,' resulting in overvaluation.\"</p><p>He believes that securities analysis focuses primarily on values that can be determined by facts, rather than those that rely on future expectations. He categorizes important facts related to a security and presents them in a coherent and easy-to-express manner.</p><p>These important facts include securities terms, industry characteristics, company operating records (capital, liabilities, profits, dividends, etc. and their management), laws and regulations, etc., and should not be based solely on the past; simply extrapolating performance trends will continue.</p><p>He places greater emphasis on investments that are often overlooked, such as abandoned stocks or bonds, liquidations, bankruptcies, arbitrage, etc.</p><p><b>What remains constant is the pursuit of \"certainty\".</b></p><p>Graham's preference for \"cigarette butt stocks\" stems precisely from his emphasis on certainty.</p><p>The future is difficult to predict, and we cannot obtain sufficient information to predict the future operations of a high-growth company. Logical breaks and even leaps in thinking during the analysis process are unavoidable.</p><p>If we haven't found clear evidence that \"most people are far from optimistic enough,\" then the following note would be a more apt description than investing. This is something Graham tries to avoid.</p><p>Buffett developed the teacher's theory, but he still based it on certainty.</p><p>He extended the \"controllability\" of investing to the future. This is not blind overconfidence, but rather through the construction of a circle of competence, he has gained an understanding ability that surpasses that of most people in the market in certain areas. Strictly speaking, he is not a traditional secondary market fund manager, but has become an \"industrial capitalist\" who controls and operates multiple companies.</p><p>This is completely different from most people taking it for granted that they buy good companies, and it is also an analogy that we should not ignore when learning from Buffett.</p><p>From Graham to Buffett, what has changed is the superficial form of investing, but what remains constant is the pursuit of certainty.</p><p></body></html></p>","source":"lsy1578472205078","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>Night Reading | From Graham to Buffett, the pursuit of certainty remains unchanged.</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\">\nNight Reading | From Graham to Buffett, the pursuit of certainty remains unchanged.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">少数派投资</strong><span class=\"h-time small\">2022-03-25 21:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract: Graham favors \"cigarette butt stocks,\" while Buffett developed his theory, making \"buying good companies at reasonable prices\" the best way to invest in value, both of which are based on certainty.</b>Rather than calling Graham the \"Godfather of Wall Street,\" it's more accurate to say he's synonymous with \"cigarette butt stock investing.\"</p><p>In most people's eyes, this \"Oracle of Omaha\" teacher and author of \"Securities Analysis\" is an outdated old guy who only knows how to pick up bargains. Buffett developed his theory, making \"buying excellent companies at reasonable prices\" the best way to invest in value.</p><p>And so, the preset consensus ensnares us:</p><p>Since there are more advanced theories, why look at outdated and \"outdated\" things?</p><p>As a result, value investing has been equated with fundamental analysis, and \"buying good companies and accompanying their growth\" has become the standard for many people.</p><p>Let's take this a step further:</p><p>Why didn't Graham, the godfather of Wall Street, realize the value of good companies and prefer to buy cheap junk? Is it simply because of the limitations of the times or insufficient personal ability?</p><p>This article, in conjunction with \"Securities Analysis,\" will take you to revisit the classic and analyze Graham, who is misunderstood by most people.</p><p><b>Intrinsic value: Dare to be different from the majority</b></p><p>Graham's investment philosophy is based on \"intrinsic value\".</p><p>In most people's eyes, this is just a numerical concept. Many professionals use discounted cash flow to calculate the value of a stock and then judge the stock price based on that.</p><p>However, Securities Analysis makes no mention of how \"intrinsic value\" should be calculated, and even bluntly states that speculating on intrinsic value is a huge mistake. Graham's definition is \"value that proves reasonable.\"</p><p>He also emphasized that \"analysts do not need to draw conclusions based on precise estimates of the actual value of each share.\"</p><p>What's the point of not even having a specific algorithm?</p><p>The key lies in rejecting \"Mr. Market\".</p><p>Market prices reflect the consensus expectations of most participants. Graham, however, believed that there should be a different and proven more reasonable \"intrinsic value.\" This is the consciousness of independent thinking: being skeptical of existing consensus and daring to be different from the majority.</p><p>He likened the market to a gentleman who is emotionally unstable and makes all sorts of mistakes, and it is this gentleman's irrational behavior that creates good investment opportunities for us.</p><p><b>Investment should be supported by a reliable foundation</b></p><p>We are also market participants, so why should we say that most people are irrational?</p><p>In Graham's view, the confidence to deny Mr. Market lies in his \"comprehensive and thorough analysis.\" He clearly distinguished between investment and speculation and regarded \"having evidence to follow\" as an inevitable characteristic of investment.</p><p>He believes, \"As long as your data and reasoning are correct, you are right.\"</p><p>Buffett explained this as follows: \"As long as your premises are correct, your facts are correct, and your logic is correct, you are ultimately correct.\"</p><p>Graham describes a \"reasonable recommendation\" as follows: \"It must not only perform well in the market, but must also be based on a reasonable reasoning process... The professional standards of securities analysis require all recommenders to clearly state the type of recommendation and form an analytical reasoning process for the recommendation results.\"</p><p>This allows us to distinguish whether it was because we did the right thing or because we were lucky.</p><p>Only investment judgments made in this way are repeatable and sustainable in the long term.</p><p><b>Speculation on \"strong companies\"</b></p><p>Based on his stringent requirements for objective facts and rigorous logic, Graham has always maintained a cautious attitude towards the growth prospects of stocks. He offered a clear critique of the view that \"good stocks are good investments\":</p><p>\"Calling it 'speculation on strong companies' might be more logical and helpful to understand. The results of this 'investment' are no different from those speculative behaviors of the past, except that there may be no security guarantees.\"</p><p>For outstanding companies that are generally favored in the market, Graham sees a tendency towards \"double counting\":</p><p>\"The stock price reflects the benefits brought by good management, as well as the gains brought by 'good management,' which leads to 'double counting of the same project,' resulting in overvaluation.\"</p><p>He believes that securities analysis focuses primarily on values that can be determined by facts, rather than those that rely on future expectations. He categorizes important facts related to a security and presents them in a coherent and easy-to-express manner.</p><p>These important facts include securities terms, industry characteristics, company operating records (capital, liabilities, profits, dividends, etc. and their management), laws and regulations, etc., and should not be based solely on the past; simply extrapolating performance trends will continue.</p><p>He places greater emphasis on investments that are often overlooked, such as abandoned stocks or bonds, liquidations, bankruptcies, arbitrage, etc.</p><p><b>What remains constant is the pursuit of \"certainty\".</b></p><p>Graham's preference for \"cigarette butt stocks\" stems precisely from his emphasis on certainty.</p><p>The future is difficult to predict, and we cannot obtain sufficient information to predict the future operations of a high-growth company. Logical breaks and even leaps in thinking during the analysis process are unavoidable.</p><p>If we haven't found clear evidence that \"most people are far from optimistic enough,\" then the following note would be a more apt description than investing. This is something Graham tries to avoid.</p><p>Buffett developed the teacher's theory, but he still based it on certainty.</p><p>He extended the \"controllability\" of investing to the future. This is not blind overconfidence, but rather through the construction of a circle of competence, he has gained an understanding ability that surpasses that of most people in the market in certain areas. Strictly speaking, he is not a traditional secondary market fund manager, but has become an \"industrial capitalist\" who controls and operates multiple companies.</p><p>This is completely different from most people taking it for granted that they buy good companies, and it is also an analogy that we should not ignore when learning from Buffett.</p><p>From Graham to Buffett, what has changed is the superficial form of investing, but what remains constant is the pursuit of certainty.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/VAIRFLufVocoqDy8rVHC4g\">少数派投资</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/VAIRFLufVocoqDy8rVHC4g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157458417","content_text":"摘要：格雷厄姆偏爱“烟蒂股”，而巴菲特发展了他理论，使“以合理价格买入优秀公司”成为价值投资的最佳方式，两者均以确定性为根基。与其说格雷厄姆是“华尔街教父”，倒不如说他是“烟蒂股投资”的代名词。多数人眼中，这位“股神”的老师、《证券分析》的作者，是个只会捡便宜货、过时了的老家伙。而巴菲特发展了他理论，使得“以合理价格买入优秀公司”成为价值投资的最佳方式。就这样，预设的共识将我们裹挟：既然有更先进的理论，何必再看陈旧、“落伍”的东西？于是，价值投资被等同于基本面分析，“买入好公司、陪伴其成长”成为很多人的圭臬。对此，我们不妨多想一步：格雷厄姆这位华尔街教父，为什么意识不到好公司的价值，却更愿意买一些便宜的垃圾呢？仅仅是因为时代局限、个人能力不足吗？本文将结合《证券分析》，带大家重温经典，剖析那个被多数人误解了的格雷厄姆。内在价值：敢于与多数人不同格雷厄姆的投资理念以“内在价值”为基础。多数人的眼中，这不过是个数值的概念。不少专业人士会用现金流折现算出一只股票的价值，然后据此判断股价的高低。然而，《证券分析》中根本就没有提过，“内在价值”该如何计算，甚至直言臆测内在价值是一个极大的错误。格雷厄姆给出的定义是“事实证明合理的价值”。他还特别强调：“分析师没有必要精确估计出每股的实际价值便可得出结论”。连具体算法都没有，意义何在？关键就在于对“市场先生”的否定。市场价格是多数参与者一致预期的体现。而格雷厄姆却认为，还应存在一个与之不同、且被事实证明更加合理的“内在价值”。这是独立思考的意识：对已有共识持怀疑态度，敢于与多数人不同。他将市场，比作一位情绪不稳定、犯各种错误的先生，正是这位先生非理性的行为为我们创造了良好的投资机会。投资应以可靠基础为支撑我们也是市场参与者之一，凭什么说多数人是非理性的？在格雷厄姆看来，敢于否定市场先生的底气在于“全面、彻底的分析”，他明确区分了投资与投机，并将“有据可依”作为投资的必然特征。他认为：“只要你的数据和推理是正确的，你就是对的”对此巴菲特阐述为：“只要你的前提正确，事实正确，逻辑正确，你最后就是正确的”。格雷厄姆这样描述一个“合理的推荐”：“它不仅必须要在市场上表现良好，还必须有合理的推理过程作基础……证券分析的专业标准要求所有的推荐者必须清楚注明推荐的类型，并形成推荐结果的分析推理过程。”从而区分，到底是因为做了正确的工作，还是运气好。这样做出的投资判断，才具备可重复性，能够在长期持续。对“实力强劲公司”的投机基于对客观事实和严密逻辑的苛刻要求，格雷厄姆对股票的成长前景始终抱以审慎态度。他对“好股票就是好投资”的观点提出了明确批判：“将之称为‘对实力强劲公司的投机’也许更符合逻辑且有助于理解，这种‘投资’的结果与过去的那些投机行为并无二致，除了可能没有安全保障以外。”对于市场上大家普遍看好的优秀公司，格雷厄姆看到其中“重复计算”的倾向：“股价反映了一个良好的管理层带来的收益，也反映了‘良好管理’所带来的增益，这就导致了‘对同一个项目重复计入’，从而出现估值过高的情况。”他认为证券分析主要是关注能以事实确定的价值，而非那些依赖对未来预期的价值。他将某一证券相关的重要事实分类列出，并用一种连贯一致且易于表达的方式表达出来。这些重要的事实包括证券条款、行业特征、公司运营记录（资本、负债、利润、股利等及其管理层）、法律法规等，而不应该仅仅基于过去，简单外推业绩趋势将会延续。他更加看重被人们忽视的投资，如抛弃的股票或债券、清算、破产、套利等。不变的是对“确定性”的追求格雷厄姆偏爱“烟蒂股”，正是因为他对确定性的看重。未来难以预测，我们无法获得预判一家高成长公司未来经营情况的充分信息，分析过程中的逻辑链条断点、乃至思维跳跃无法避免。如果我们没有找到明确的依据说明“多数人乐观程度远远不够”，那么与其说是投资，不如以下注来形容更为贴切。这是格雷厄姆竭力规避的。巴菲特发展了老师的理论，但他仍以确定性为根基。他将投资的“可把握度”延伸到了未来，这不是盲目的过度自信，而是通过能力圈的构建，在个别领域获得了超越市场多数人的理解能力，严格意义上，他不是传统二级市场基金经理，而已成为控制、经营多家企业的“产业资本家”。这与多数人想当然地买入好公司有着天壤之别，也是我们学习巴菲特时，不应忽视的类比前提。从格雷厄姆到巴菲特，变化的是投资的表面形式，不变的是对确定性的追求。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034123199,"gmtCreate":1647828895368,"gmtModify":1676534269749,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034123199","repostId":"1109622169","repostType":4,"repost":{"id":"1109622169","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":1647819440,"share":"https://ttm.financial/m/news/1109622169?lang=en_US&edition=fundamental","pubTime":"2022-03-21 07:37","market":"sh","language":"zh","title":"This Week's Preview | Earnings reports from Tencent, Xiaomi, Meituan, and others are coming in droves!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109622169","media":"老虎资讯综合","summary":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政","content":"<p><html><head></head><body><b>Abstract:</b></p><p>In terms of financial data: pay attention to some key economic data such as China's March LPR interest rate, the US fourth-quarter current account, the US durable goods orders month-on-month rate in February, and the number of initial jobless claims in the US. On the event front: Federal Reserve and other central bank officials will deliver speeches to continue their views on the economic recovery and the outlook for central bank policy. Regarding financial reports: Several Hong Kong and American companies will release their financial reports, with Tencent, Meituan, Pinduoduo, Xiaomi, Nio, SenseTime, and others releasing their latest performance reports soon. In terms of new stocks: Ruier Group, the first mid-to-high-end dental chain, will be listed on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: China's March LPR, Pinduoduo's financial report, Riel Group announces lottery winners</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors should pay attention<b>China's one-year and five-year loan market prime rates for the week ending March 21</b>The market generally expects the LRP rate to remain unchanged in March. In terms of events, pay attention to the speeches by European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Earnings reports will be released before the US stock market opens.</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Flat Glass</a>Financial reports will be released.</p><p><b>Regarding new stocks,<a href=\"https://laohu8.com/S/06639\">Ruier Group</a>The lottery results will be announced and grey market trading will begin, with the company officially listed on Tuesday.</b></p><p>Ruier Group is the largest dental service provider in China's high-end private dental service market, and based on revenue during the same period, the company is the third largest dental service provider in China's entire private dental service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell's speech, Xiaomi's earnings report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, attention should be paid to speeches by several key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Juindos, and New York Fed President Williams.</b></p><p>At 2:00 AM Beijing time on Thursday, March 17, the Federal Reserve raised its target range for the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference following the policy meeting, Federal Reserve Chairman Jerome Powell reiterated that combating inflation was the top priority and downplayed the risk of an economic recession, stating that \"the economy is strong and can withstand monetary policy tightening.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Federal Reserve President Williams said in early March that the U.S. economy had not fallen into stagflation and that inflation would decline by the end of the year. This week, we need to continue to focus on their views on the economy and the central bank's policy outlook.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/02020\">Anta Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group - W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Teeth</a>Financial reports will be released.</b></p><p><b>Keywords for Wednesday (March 23): Tencent financial report, US API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the US EIA crude oil inventories for the week ending March 18.</b>U.S. EIA crude oil inventories increased by 4.345 million barrels in the week ending March 11, compared to an expected decrease of 1.375 million barrels. As the pandemic continues, oil demand is suppressed, and inventories may continue to increase.</p><p><b>Regarding the event, Federal Reserve Chairman Jerome Powell attended the Bank for International Settlements Innovation Conference.</b>To discuss the new challenges facing central banks in the digital world.</p><p><b>Regarding financial reports, pay<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Report</b></p><p><b>Thursday (March 24) Keywords: Nio earnings report, preliminary US February durable goods orders month-on-month, US initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, focus on the US fourth-quarter current account, the number of initial jobless claims in the US for the week ending March 19, the preliminary US March manufacturing PMI, and the preliminary US February durable goods orders month-on-month rate.</b></p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that goods production, orders and employment growth are becoming increasingly stable. The preliminary Markit services PMI for February was 56.7, also higher than the expected 53.0, while the preliminary composite PMI for February was 56.0, higher than the previous month's 51.0. Analysts believe that as demand grows further, the US economy will rebound sharply, while price pressures will rise again to historical highs, becoming the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States for the week ending March 12 reached 214,000, a new low since the week ending January 1, 2022. The number of initial jobless claims is the lowest level since January 1, once again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>In terms of events</b>Investors should also pay attention to speeches by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Earnings reports will be released after the US stock market closes.<a href=\"https://laohu8.com/S/09961\">Trip.com Group-S</a>Financial reports will be released.</b></p><p><b>Keywords for Friday (March 25): Meituan and SenseTime earnings reports, speech by New York Fed President Williams, final reading of the University of Michigan Consumer Confidence Index for March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>The University of Michigan Consumer Confidence Index for March will be released.</p><p><b>In terms of events</b>Pay attention to the speeches by San Francisco Fed President Daley and New York Fed President Williams.</p><p><b>Regarding financial reports, pay<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Week's Preview | Earnings reports from Tencent, Xiaomi, Meituan, and others are coming in droves!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nThis Week's Preview | Earnings reports from Tencent, Xiaomi, Meituan, and others are coming in droves!\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\">2022-03-21 07:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Abstract:</b></p><p>In terms of financial data: pay attention to some key economic data such as China's March LPR interest rate, the US fourth-quarter current account, the US durable goods orders month-on-month rate in February, and the number of initial jobless claims in the US. On the event front: Federal Reserve and other central bank officials will deliver speeches to continue their views on the economic recovery and the outlook for central bank policy. Regarding financial reports: Several Hong Kong and American companies will release their financial reports, with Tencent, Meituan, Pinduoduo, Xiaomi, Nio, SenseTime, and others releasing their latest performance reports soon. In terms of new stocks: Ruier Group, the first mid-to-high-end dental chain, will be listed on the Hong Kong Stock Exchange on Tuesday.<b>Monday (March 21) Keywords: China's March LPR, Pinduoduo's financial report, Riel Group announces lottery winners</b></p><p><img src=\"https://static.tigerbbs.com/766208ed5da1c91cdf871004f98d6288\" tg-width=\"865\" tg-height=\"164\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/bae89f6440d19da2dd52ab0847c90576\" tg-width=\"865\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>On Monday, investors should pay attention<b>China's one-year and five-year loan market prime rates for the week ending March 21</b>The market generally expects the LRP rate to remain unchanged in March. In terms of events, pay attention to the speeches by European Central Bank President Christine Lagarde and Atlanta Fed President Bostic.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Earnings reports will be released before the US stock market opens.</b>；<a href=\"https://laohu8.com/S/01672\">Ascletis Pharma-B</a>、<a href=\"https://laohu8.com/S/06865\">Flat Glass</a>Financial reports will be released.</p><p><b>Regarding new stocks,<a href=\"https://laohu8.com/S/06639\">Ruier Group</a>The lottery results will be announced and grey market trading will begin, with the company officially listed on Tuesday.</b></p><p>Ruier Group is the largest dental service provider in China's high-end private dental service market, and based on revenue during the same period, the company is the third largest dental service provider in China's entire private dental service market.<b>Tuesday (March 22) Keywords: Federal Reserve Powell's speech, Xiaomi's earnings report</b></p><p><img src=\"https://static.tigerbbs.com/9597f328a3d287c8b4a12d8b18003d76\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><b>On Tuesday, attention should be paid to speeches by several key officials, including Federal Reserve Chairman Jerome Powell, European Central Bank Vice President Juindos, and New York Fed President Williams.</b></p><p>At 2:00 AM Beijing time on Thursday, March 17, the Federal Reserve raised its target range for the federal benchmark interest rate by 25 basis points to 0.25%-0.5%. This is also the first rate hike since December 2018. At a press conference following the policy meeting, Federal Reserve Chairman Jerome Powell reiterated that combating inflation was the top priority and downplayed the risk of an economic recession, stating that \"the economy is strong and can withstand monetary policy tightening.\"</p><p>European Central Bank Vice President Guindos recently stated that monetary normalization does not mean immediate rate hike. New York Federal Reserve President Williams said in early March that the U.S. economy had not fallen into stagflation and that inflation would decline by the end of the year. This week, we need to continue to focus on their views on the economy and the central bank's policy outlook.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/02020\">Anta Sports</a>、<a href=\"https://laohu8.com/S/01810\">Xiaomi Group - W</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/NKE\">Nike</a>、<a href=\"https://laohu8.com/S/HUYA\">Tiger Teeth</a>Financial reports will be released.</b></p><p><b>Keywords for Wednesday (March 23): Tencent financial report, US API and EIA crude oil inventory changes</b></p><p><img src=\"https://static.tigerbbs.com/56f8719b95a0769df7035a6d3c39cfc0\" tg-width=\"865\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/424be0a52217af81f1f4e9841394b28c\" tg-width=\"865\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/><b>In terms of data, pay attention to the US EIA crude oil inventories for the week ending March 18.</b>U.S. EIA crude oil inventories increased by 4.345 million barrels in the week ending March 11, compared to an expected decrease of 1.375 million barrels. As the pandemic continues, oil demand is suppressed, and inventories may continue to increase.</p><p><b>Regarding the event, Federal Reserve Chairman Jerome Powell attended the Bank for International Settlements Innovation Conference.</b>To discuss the new challenges facing central banks in the digital world.</p><p><b>Regarding financial reports, pay<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、</b><a href=\"https://laohu8.com/S/06862\">Haidilao</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>、<a href=\"https://laohu8.com/S/02359\">WuXi AppTec</a>、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a><b>Financial Report</b></p><p><b>Thursday (March 24) Keywords: Nio earnings report, preliminary US February durable goods orders month-on-month, US initial jobless claims</b></p><p><img src=\"https://static.tigerbbs.com/400021a4c448438271345ef095517303\" tg-width=\"865\" tg-height=\"516\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/240832d687d3a6a245717826e40b4633\" tg-width=\"865\" tg-height=\"74\" referrerpolicy=\"no-referrer\"/><b>In terms of data, focus on the US fourth-quarter current account, the number of initial jobless claims in the US for the week ending March 19, the preliminary US March manufacturing PMI, and the preliminary US February durable goods orders month-on-month rate.</b></p><p>The preliminary reading of the U.S. Markit Manufacturing PMI for February was 57.5, higher than the expected 56.0 and a new high since December last year, indicating that goods production, orders and employment growth are becoming increasingly stable. The preliminary Markit services PMI for February was 56.7, also higher than the expected 53.0, while the preliminary composite PMI for February was 56.0, higher than the previous month's 51.0. Analysts believe that as demand grows further, the US economy will rebound sharply, while price pressures will rise again to historical highs, becoming the expected basis for the Federal Reserve to accelerate the tightening of monetary policy.</p><p>The number of initial jobless claims in the United States for the week ending March 12 reached 214,000, a new low since the week ending January 1, 2022. The number of initial jobless claims is the lowest level since January 1, once again indicating that the 3.8% unemployment rate in the U.S. market is close to full employment.</p><p><b>In terms of events</b>Investors should also pay attention to speeches by Chicago Fed President Evans and Atlanta Fed President Bostic.</p><p><b>Regarding financial reports,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Earnings reports will be released after the US stock market closes.<a href=\"https://laohu8.com/S/09961\">Trip.com Group-S</a>Financial reports will be released.</b></p><p><b>Keywords for Friday (March 25): Meituan and SenseTime earnings reports, speech by New York Fed President Williams, final reading of the University of Michigan Consumer Confidence Index for March.</b></p><p><img src=\"https://static.tigerbbs.com/b43a2c132cd1dd9207a54f5cab727ff9\" tg-width=\"865\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61ffea5ccb36a00047c9f7ccb74ee245\" tg-width=\"865\" tg-height=\"142\" referrerpolicy=\"no-referrer\"/><b>Data aspect</b>The University of Michigan Consumer Confidence Index for March will be released.</p><p><b>In terms of events</b>Pay attention to the speeches by San Francisco Fed President Daley and New York Fed President Williams.</p><p><b>Regarding financial reports, pay<a href=\"https://laohu8.com/S/03690\">Meituan-W</a>、<a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>、<a href=\"https://laohu8.com/S/09866\">Nio-SW</a>、</b><a href=\"https://laohu8.com/S/06185\">CanSino Biologics-B</a><b>Financial report.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".DJI":"道琼斯","00700":"腾讯控股","PDD":"拼多多","01810":"小米集团-W","03690":"美团-W","NIO":"蔚来",".IXIC":"NASDAQ Composite","09866":"蔚来-SW",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109622169","content_text":"摘要：财经数据方面：关注中国3月LPR利率、美国第四季度经常帐、美国2月耐用品订单月率、美国初请失业金人数和等一些主要经济数据。事件方面：美联储和其他央行官员将发表讲话，继续表明他们对经济复苏和央行政策前景的观点。财报方面：多家港美公司将发布财报，腾讯、美团、拼多多、小米、蔚来、商汤等最新业绩即将公布。新股方面：中高端口腔连锁第一股瑞尔集团将于周二登陆港交所。周一(3月21日)关键词：中国3月LPR，拼多多财报，瑞尔集团公布中签周一，投资者需留意中国截至3月21日当周一年期和五年期贷款市场报价利率，市场普遍预期预计3月LRP利率大概率保持不变。事件方面，关注欧洲央行行长拉加德、亚特兰大联储主席博斯蒂克的讲话。财报方面，拼多多将于美股盘前发布财报；歌礼制药-B、福莱特玻璃将公布财报。新股方面，瑞尔集团将公布中签结果及开启暗盘交易，周二正式挂牌上市。瑞尔集团是中国高端民营口腔医疗服务市场最大的口腔医疗服务提供商，且按同期的收入计，公司是中国整个民营口腔医疗服务市场的第三大口腔医疗服务提供商。周二(3月22日)关键词：美联储鲍威尔讲话，小米财报周二需关注多位重要官员的讲话，包括美联储主席鲍威尔，欧洲央行副行长金多斯和纽约联储主席威廉姆斯。北京时间3月17日周四凌晨2点，美联储上调联邦基准利率目标区间25个基点，至0.25%-0.5%。这也是2018年12月以来的首次加息。在议息会议后举行的新闻发布会上，美联储主席鲍威尔重申抗通胀为首要任务，淡化经济衰退风险，表示“经济状况强劲，能够承受货币政策收紧”。欧洲央行副行长金多斯最近表态称，货币正常化并不意味着立即加息。纽约联储主席威廉姆斯在3月初表示，美国经济未陷入滞胀 年底通胀将回落。本周需继续关注他们对于经济以及央行政策前景的看法。财报方面，安踏体育、小米集团-W、腾讯音乐、耐克、虎牙将发布财报。周三(3月23日)关键词：腾讯财报，美国API和EIA原油库存变动数据方面，关注美国至3月18日当周EIA原油库存。美国至3月11日当周EIA原油库存增加434.5万桶，预期减少137.5万桶。疫情持续的情况下，石油需求受到抑制，库存可能继续增加。事件方面，美联储主席鲍威尔出席国际清算银行创新大会，讨论数字世界里央行面临的新挑战。财报方面，关注腾讯控股、海底捞、吉利汽车、药明康德、Adobe财报周四(3月24日)关键词：蔚来财报，美国2月耐用品订单月率初值，美国初请失业金人数数据方面，关注美国第四季度经常帐、美国截至3月19日当周初请失业金人数、美国3月制造业PMI初值、美国2月耐用品订单月率初值。美国2月Markit制造业PMI初值57.5，高于预期的56.0、创去年12月以来新高，显示商品生产、订单数及就业增长愈发稳定；2月Markit服务业PMI初值56.7，同样高于预期的53.0，2月综合 PMI 初值则录得56.0，高于上月的51.0。分析认为，随着需求进一步增长，美国经济成长大幅反弹的同时物价压力也会再度升至历史高位，成为美联储加快收紧货币政策的预期基础。美国至3月12日当周初请失业金人数录得21.4万人，创2022年1月1日当周以来新低。初请失业金人数是自1月1日以来的最低水平，再次表明美国市场3.8％的失业率已接近充分就业。事件方面，投资者还需关注芝加哥联储主席埃文斯，亚特兰大联储主席博斯蒂克发表的讲话。财报方面，蔚来将于美股盘后发布财报，携程集团-S将发布财报。周五(3月25日)关键词：美团、商汤财报，纽约联储主席威廉姆斯讲话，美国3月密歇根大学消费者信心指数终值。数据方面，美国3月密歇根大学消费者信心指数将公布。事件方面，关注旧金山联储主席戴利和纽约联储主席威廉姆斯的讲话。财报方面，关注美团-W、商汤-W、蔚来-SW、康希诺生物-B财报。","news_type":1,"symbols_score_info":{".DJI":0.9,"03690":0.9,"01810":0.9,".SPX":0.9,"00700":0.9,"NIO":0.9,"PDD":0.9,"09866":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030754668,"gmtCreate":1645832784445,"gmtModify":1676534067808,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030754668","repostId":"1123216907","repostType":4,"repost":{"id":"1123216907","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1645786719,"share":"https://ttm.financial/m/news/1123216907?lang=en_US&edition=fundamental","pubTime":"2022-02-25 18:58","market":"us","language":"zh","title":"The Magical Life of an Actor: How Did Zelensky Become President of Ukraine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1123216907","media":"华尔街见闻","summary":"泽连斯基似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。乌克兰总统泽连斯基在当上乌克兰总统之前演过乌克兰总统。2015年，乌克兰播出了一部喜剧剧集，一经推出就得到了乌克兰人民的喜爱，成为了当年的收","content":"<p><html><head></head><body>Zelensky seems to be using his own personal experience to demonstrate to us that the core of comedy is tragedy. Ukrainian President Volodymyr Zelenskyy played the president of Ukraine before becoming president.</p><p>In 2015, a comedy series was broadcast in Ukraine, which was loved by the Ukrainian people as soon as it was released and became the top-rated series of the year. The male lead in the series was played by Zelensky.</p><p>In 2019, Zelenskyy successfully transitioned from comedian to president of Ukraine.</p><p>Now, three years later, he seems to be using his own personal experience to demonstrate to us that the core of comedy is tragedy.</p><p><img src=\"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>National Actor</p><p>Volodymyr Oleksandrovych Zelenskyy was born on January 25, 1978, in Krivorog, Dnipropetrovsk Oblast (then part of the Soviet Union), and is only 44 years old.</p><p>He was born into a wealthy family; his parents were Jewish, his father was a professor at the Krivorog School of Economics, and his mother was an engineer. Born into such a wealthy family, Zelensky is happier than most Ukrainians.</p><p>After graduating from high school, he entered the law school of Kyiv University of Economics. At the same time, his creative and comedic talents caught the attention of KVN, a well-known Ukrainian entertainment program team.</p><p>In 1997, he co-founded the group \"95 and a Quarter\" with members of KVN and served as their captain. After the collapse of the Soviet Union, \"95 and a Quarter\" toured the CIS countries and received great acclaim, making him one of the most influential performing stars in the Ukrainian entertainment industry.</p><p><img src=\"https://static.tigerbbs.com/0ced22b4304aef39bff5a7c8c6deb742\" tg-width=\"927\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>In 2003, the group \"95 and a Quarter\" established a studio, engaged in television content production, film production, and entertainment program tours. Zelensky thus became its owner and manager, and starred in several television dramas.<b>By this time, Zelensky had become a rising star in the Ukrainian entertainment industry.</b></p><p>In 2005, Zelensky joined a Ukrainian television channel, and subsequently, based on his own abilities, he became the main actor and scriptwriter of the program.<b>With his ratings steadily rising, Zelenskyy has also established a certain position in the Ukrainian entertainment industry.</b></p><p><b>In 2011, he appeared on the cover of Ukraine's Fox magazine as the head of \"95 Quarter\".</b></p><p>However, what truly made Zelensky a household name was his 2015 TV series, which laid a solid foundation for Zelensky's presidential career.</p><p><b>In 2015, Zelensky wrote a play called \"The Story of Vasha,\" also known as \"The Public Servant,\" which is a political satirical comedy.</b></p><p>The story is quite simple: Vasya, an ordinary Ukrainian high school history teacher, became an unexpected sensation after a video was filmed and uploaded to the internet by students during a debate on national politics with colleagues. All Ukrainians hope for an honest and truthful person to be president, so Vasya was elected president of Ukraine and became a truly honest and capable public servant.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this drama, Zelenskyy used a rather scathing style to portray the rampant oligarchy and corrupt politicians in Ukraine, which won him the love of many Ukrainians.</b></p><p>Even a domestic rating platform showed that \"Public Servant\" had a rating as high as 9.0, which made Zelenskyy a well-known national comedian in Ukraine.<b>He can be considered the Chaplin of Ukraine.</b></p><p><img src=\"https://static.tigerbbs.com/d4737fa9d584294032bff402f6c72fc2\" tg-width=\"676\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Running for President</p><p><b>Perhaps because he was too immersed in the role, Zelensky actually dreamed of becoming president.</b></p><p>In 2018, Zelenskyy founded his own party, \"People's Servants,\" for his campaign. The party headquarters is located in a small office in Kyiv, and everyone is new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election, the day the third season of the series premiered, Zelenskyy posted a group photo of the team on his social media account.</p><p><img src=\"https://static.tigerbbs.com/775117532418e6e6a797d1b8dea53dfd\" tg-width=\"1000\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>According to Ukrainian regulations, the day before an election is a \"day of silence,\" prohibiting any voter from campaigning. However, Zelenskyy successfully circumvented this rule in this way...</p><p>With the \"phenomenal\" off-field support of \"Vasha,\" Zelensky's campaign path was unimpeded, and he had zero experience. It's okay, so is Vasha. Are they suspected of having the backing of large corporations? It's okay, so is Vasha. Being criticized by all sides? It's okay, so is Vasha.</p><p><b>More importantly, Vasha, the internet celebrity teacher, was elected president with 60% of the vote, while Zelensky was elected president with an astonishing 73.3%, almost the same as Putin, who won his fourth term as president in 2018 without any opponents (76.69% of the vote).</b></p><p>What is the reason?</p><p>One of the reasons Zelenskyy was elected president with a high vote share is that he \"played an excellent president,\" and his image is deeply rooted in the hearts of thousands of households. However, relying solely on the actors' talent is definitely not enough.</p><p>Let's look back at the year of the 2019 Ukrainian presidential election.</p><p>There were three \"contestants\" with the highest chances of winning this year: then-President Petro Poroshenko, \"beautiful politician\" Tymoshenko, and Zelensky.</p><p><b>It is worth mentioning that the other two also have another title: \"Chocolate King\" and \"Gas Princess,\" both of whom are oligarchs who rose to prominence through the wave of privatization of Ukrainian state-owned enterprises.</b></p><p><img src=\"https://static.tigerbbs.com/b1e46e6ee78258037afe76b78a3ab05e\" tg-width=\"2048\" tg-height=\"1492\" referrerpolicy=\"no-referrer\"/>Poroshenko<img src=\"https://static.tigerbbs.com/3004261329cbae653d7cc3ffc50a2ec3\" tg-width=\"393\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/>Tymoshenko</p><p>In the year of the general election, Tymoshenko, who had served as Prime Minister of Ukraine multiple times, ran for president for the third time, but unfortunately lost in the first round.</p><p>Having one less competitor is a major benefit for Zelensky. Subsequently, before the second round of voting, Zelensky created a historic moment.</p><p>On April 19, 2019, Zelenskyy and Poroshenko held a televised public debate at the Olympic Stadium in the Ukrainian capital, the last public event before the vote, so both candidates took it very seriously.</p><p>During the debate on Ukraine's defense and Crimea, Zelensky angrily accused Poroshenko of poor governance and failure to resolve the conflict in the Donbas region. The other party mocked that if he came to power, it wouldn't be much better, and he would probably have to kneel before Putin.</p><p>To Poroshenko's surprise, Zelensky suddenly used a ruthless tactic.<b>Upon hearing this, Zelensky took two steps forward, suddenly knelt down, and said, \"I will never kneel before Putin, I will only kneel before the people of Ukraine.\"</b></p><p><img src=\"https://static.tigerbbs.com/59c9710d39156e3f5aa8d8e5ba4622ac\" tg-width=\"931\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p><b>This heroic spirit led Ukrainians to believe they had met their soulmate.</b></p><p>At this time, Ukrainians seemed unaware that Zelensky's prolonged on-screen exercise had made him react very quickly, and that all of this was nothing more than Zelensky's \"freestyle\".</p><p>However, at the time, many Ukrainians had great confidence in Zelensky. Just as Biden was elected back then, it wasn't because the public supported him, but because Trump had to choose him to oppose him. In other words, the Ukrainian people had no choice at the time. In order to oppose Poroshenko, they could only vote for Zelensky, while also placing high hopes on the young actor.</p><p>Many overseas netizens commented on YouTube: \"Perhaps because Ukrainians are tired of politicians' comedic performances in the political arena, they chose a comedian to perform.\"</p><p>What is the reality?</p><p>How did Zelensky do after being elected president?</p><p>Let's first look at the three things Zelensky promised the people during his campaign:</p><p>1. End the fighting in eastern Ukraine and the bloodshed in the Donbas region as soon as possible; 2. Intensify economic reforms to elevate Ukraine's economy to a new level and increase people's income; 3. Intensify domestic anti-corruption efforts, especially targeting oligarchs who monopolize politics, economics, and society, to restore fairness to society.<b>We all know what happened next: Zelensky's grand vision for the Ukrainian people was ultimately shattered by his own actions:</b></p><p>1. The Donbas region has become the flashpoint of this Russia-Ukraine conflict. Zelenskyy is delusional about relying on the power of NATO and the US and Europe to reclaim eastern Ukraine, taking a high gamble on the fate of the country and pushing Ukraine back to the danger of national division. In just one day, Ukraine has almost reached the brink of \"national subjugation\".</p><p>And then there was<b>Zelensky said Putin would not answer his televised speech.</b></p><p><img src=\"https://static.tigerbbs.com/12d613471ce538de2468eb13e11c5377\" tg-width=\"539\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>2. After Zelenskyy came to power, Ukraine's GDP in 2020 fell by 30% compared to 2019, its per capita income ranked among the lowest in Europe, and it could only rely on an $8 billion loan from the International Monetary Fund to survive.</p><p>3. The promise to crack down on oligarchs is a joke. After Zelensky came to power, people discovered that he was actually a spokesperson for Jewish oligarchs. All his campaign funds were provided by his former television station owner, a Jewish oligarch. After Zelensky came to power, he also reciprocated by handing over many telecommunications industries to his backers.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently, in order to avoid the Russia-Ukraine war.<b>Of Ukraine's 100 richest people, 96 have fled with their families to places such as Cyprus, Nice, Vienna, Zurich, London, and Munich.</b></p><p>Following this negative news, Zelensky's approval rating plummeted to 20%.</p><p>The promises Zelensky made three years ago have now turned into lies and deception, and the hearts and minds he won with his outstanding performances will eventually be shattered by the illusory ending.</p><p><b>Perhaps he is now praying for the director to shout \"Card\" as soon as possible.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Magical Life of an Actor: How Did Zelensky Become President of Ukraine?</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 Magical Life of an Actor: How Did Zelensky Become President of Ukraine?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-02-25 18:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Zelensky seems to be using his own personal experience to demonstrate to us that the core of comedy is tragedy. Ukrainian President Volodymyr Zelenskyy played the president of Ukraine before becoming president.</p><p>In 2015, a comedy series was broadcast in Ukraine, which was loved by the Ukrainian people as soon as it was released and became the top-rated series of the year. The male lead in the series was played by Zelensky.</p><p>In 2019, Zelenskyy successfully transitioned from comedian to president of Ukraine.</p><p>Now, three years later, he seems to be using his own personal experience to demonstrate to us that the core of comedy is tragedy.</p><p><img src=\"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4\" tg-width=\"2048\" tg-height=\"1365\" referrerpolicy=\"no-referrer\"/></p><p>National Actor</p><p>Volodymyr Oleksandrovych Zelenskyy was born on January 25, 1978, in Krivorog, Dnipropetrovsk Oblast (then part of the Soviet Union), and is only 44 years old.</p><p>He was born into a wealthy family; his parents were Jewish, his father was a professor at the Krivorog School of Economics, and his mother was an engineer. Born into such a wealthy family, Zelensky is happier than most Ukrainians.</p><p>After graduating from high school, he entered the law school of Kyiv University of Economics. At the same time, his creative and comedic talents caught the attention of KVN, a well-known Ukrainian entertainment program team.</p><p>In 1997, he co-founded the group \"95 and a Quarter\" with members of KVN and served as their captain. After the collapse of the Soviet Union, \"95 and a Quarter\" toured the CIS countries and received great acclaim, making him one of the most influential performing stars in the Ukrainian entertainment industry.</p><p><img src=\"https://static.tigerbbs.com/0ced22b4304aef39bff5a7c8c6deb742\" tg-width=\"927\" tg-height=\"801\" referrerpolicy=\"no-referrer\"/></p><p>In 2003, the group \"95 and a Quarter\" established a studio, engaged in television content production, film production, and entertainment program tours. Zelensky thus became its owner and manager, and starred in several television dramas.<b>By this time, Zelensky had become a rising star in the Ukrainian entertainment industry.</b></p><p>In 2005, Zelensky joined a Ukrainian television channel, and subsequently, based on his own abilities, he became the main actor and scriptwriter of the program.<b>With his ratings steadily rising, Zelenskyy has also established a certain position in the Ukrainian entertainment industry.</b></p><p><b>In 2011, he appeared on the cover of Ukraine's Fox magazine as the head of \"95 Quarter\".</b></p><p>However, what truly made Zelensky a household name was his 2015 TV series, which laid a solid foundation for Zelensky's presidential career.</p><p><b>In 2015, Zelensky wrote a play called \"The Story of Vasha,\" also known as \"The Public Servant,\" which is a political satirical comedy.</b></p><p>The story is quite simple: Vasya, an ordinary Ukrainian high school history teacher, became an unexpected sensation after a video was filmed and uploaded to the internet by students during a debate on national politics with colleagues. All Ukrainians hope for an honest and truthful person to be president, so Vasya was elected president of Ukraine and became a truly honest and capable public servant.</p><p><img src=\"https://static.tigerbbs.com/0cd4b7c90d67c57eeea9f886380fa21a\" tg-width=\"586\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p><b>In this drama, Zelenskyy used a rather scathing style to portray the rampant oligarchy and corrupt politicians in Ukraine, which won him the love of many Ukrainians.</b></p><p>Even a domestic rating platform showed that \"Public Servant\" had a rating as high as 9.0, which made Zelenskyy a well-known national comedian in Ukraine.<b>He can be considered the Chaplin of Ukraine.</b></p><p><img src=\"https://static.tigerbbs.com/d4737fa9d584294032bff402f6c72fc2\" tg-width=\"676\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Running for President</p><p><b>Perhaps because he was too immersed in the role, Zelensky actually dreamed of becoming president.</b></p><p>In 2018, Zelenskyy founded his own party, \"People's Servants,\" for his campaign. The party headquarters is located in a small office in Kyiv, and everyone is new to politics.</p><p>On March 27, 2019, two days before the start of the first round of the Ukrainian presidential election, the day the third season of the series premiered, Zelenskyy posted a group photo of the team on his social media account.</p><p><img src=\"https://static.tigerbbs.com/775117532418e6e6a797d1b8dea53dfd\" tg-width=\"1000\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>According to Ukrainian regulations, the day before an election is a \"day of silence,\" prohibiting any voter from campaigning. However, Zelenskyy successfully circumvented this rule in this way...</p><p>With the \"phenomenal\" off-field support of \"Vasha,\" Zelensky's campaign path was unimpeded, and he had zero experience. It's okay, so is Vasha. Are they suspected of having the backing of large corporations? It's okay, so is Vasha. Being criticized by all sides? It's okay, so is Vasha.</p><p><b>More importantly, Vasha, the internet celebrity teacher, was elected president with 60% of the vote, while Zelensky was elected president with an astonishing 73.3%, almost the same as Putin, who won his fourth term as president in 2018 without any opponents (76.69% of the vote).</b></p><p>What is the reason?</p><p>One of the reasons Zelenskyy was elected president with a high vote share is that he \"played an excellent president,\" and his image is deeply rooted in the hearts of thousands of households. However, relying solely on the actors' talent is definitely not enough.</p><p>Let's look back at the year of the 2019 Ukrainian presidential election.</p><p>There were three \"contestants\" with the highest chances of winning this year: then-President Petro Poroshenko, \"beautiful politician\" Tymoshenko, and Zelensky.</p><p><b>It is worth mentioning that the other two also have another title: \"Chocolate King\" and \"Gas Princess,\" both of whom are oligarchs who rose to prominence through the wave of privatization of Ukrainian state-owned enterprises.</b></p><p><img src=\"https://static.tigerbbs.com/b1e46e6ee78258037afe76b78a3ab05e\" tg-width=\"2048\" tg-height=\"1492\" referrerpolicy=\"no-referrer\"/>Poroshenko<img src=\"https://static.tigerbbs.com/3004261329cbae653d7cc3ffc50a2ec3\" tg-width=\"393\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/>Tymoshenko</p><p>In the year of the general election, Tymoshenko, who had served as Prime Minister of Ukraine multiple times, ran for president for the third time, but unfortunately lost in the first round.</p><p>Having one less competitor is a major benefit for Zelensky. Subsequently, before the second round of voting, Zelensky created a historic moment.</p><p>On April 19, 2019, Zelenskyy and Poroshenko held a televised public debate at the Olympic Stadium in the Ukrainian capital, the last public event before the vote, so both candidates took it very seriously.</p><p>During the debate on Ukraine's defense and Crimea, Zelensky angrily accused Poroshenko of poor governance and failure to resolve the conflict in the Donbas region. The other party mocked that if he came to power, it wouldn't be much better, and he would probably have to kneel before Putin.</p><p>To Poroshenko's surprise, Zelensky suddenly used a ruthless tactic.<b>Upon hearing this, Zelensky took two steps forward, suddenly knelt down, and said, \"I will never kneel before Putin, I will only kneel before the people of Ukraine.\"</b></p><p><img src=\"https://static.tigerbbs.com/59c9710d39156e3f5aa8d8e5ba4622ac\" tg-width=\"931\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p><b>This heroic spirit led Ukrainians to believe they had met their soulmate.</b></p><p>At this time, Ukrainians seemed unaware that Zelensky's prolonged on-screen exercise had made him react very quickly, and that all of this was nothing more than Zelensky's \"freestyle\".</p><p>However, at the time, many Ukrainians had great confidence in Zelensky. Just as Biden was elected back then, it wasn't because the public supported him, but because Trump had to choose him to oppose him. In other words, the Ukrainian people had no choice at the time. In order to oppose Poroshenko, they could only vote for Zelensky, while also placing high hopes on the young actor.</p><p>Many overseas netizens commented on YouTube: \"Perhaps because Ukrainians are tired of politicians' comedic performances in the political arena, they chose a comedian to perform.\"</p><p>What is the reality?</p><p>How did Zelensky do after being elected president?</p><p>Let's first look at the three things Zelensky promised the people during his campaign:</p><p>1. End the fighting in eastern Ukraine and the bloodshed in the Donbas region as soon as possible; 2. Intensify economic reforms to elevate Ukraine's economy to a new level and increase people's income; 3. Intensify domestic anti-corruption efforts, especially targeting oligarchs who monopolize politics, economics, and society, to restore fairness to society.<b>We all know what happened next: Zelensky's grand vision for the Ukrainian people was ultimately shattered by his own actions:</b></p><p>1. The Donbas region has become the flashpoint of this Russia-Ukraine conflict. Zelenskyy is delusional about relying on the power of NATO and the US and Europe to reclaim eastern Ukraine, taking a high gamble on the fate of the country and pushing Ukraine back to the danger of national division. In just one day, Ukraine has almost reached the brink of \"national subjugation\".</p><p>And then there was<b>Zelensky said Putin would not answer his televised speech.</b></p><p><img src=\"https://static.tigerbbs.com/12d613471ce538de2468eb13e11c5377\" tg-width=\"539\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>2. After Zelenskyy came to power, Ukraine's GDP in 2020 fell by 30% compared to 2019, its per capita income ranked among the lowest in Europe, and it could only rely on an $8 billion loan from the International Monetary Fund to survive.</p><p>3. The promise to crack down on oligarchs is a joke. After Zelensky came to power, people discovered that he was actually a spokesperson for Jewish oligarchs. All his campaign funds were provided by his former television station owner, a Jewish oligarch. After Zelensky came to power, he also reciprocated by handing over many telecommunications industries to his backers.</p><p>However, the number of oligarchs in Ukraine has indeed plummeted recently, in order to avoid the Russia-Ukraine war.<b>Of Ukraine's 100 richest people, 96 have fled with their families to places such as Cyprus, Nice, Vienna, Zurich, London, and Munich.</b></p><p>Following this negative news, Zelensky's approval rating plummeted to 20%.</p><p>The promises Zelensky made three years ago have now turned into lies and deception, and the hearts and minds he won with his outstanding performances will eventually be shattered by the illusory ending.</p><p><b>Perhaps he is now praying for the director to shout \"Card\" as soon as possible.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7facfcc07040de2a007bca76b3e16f4","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123216907","content_text":"泽连斯基似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。乌克兰总统泽连斯基在当上乌克兰总统之前演过乌克兰总统。2015年，乌克兰播出了一部喜剧剧集，一经推出就得到了乌克兰人民的喜爱，成为了当年的收视率冠军，而其中的男主角正是由泽连斯基出演。2019年，泽连斯基顺利从喜剧演员跨界成为乌克兰总统。如今，三年过去了，他似乎在用自己的亲身经历向我们演绎：喜剧的内核是悲剧。国民演员弗拉基米尔·亚历山德罗维奇·泽连斯基，1978年1月25日出生于乌克兰（当时还在苏联）第聂伯罗彼得罗夫斯克州克里沃罗格市，现年仅44岁。他出生于一个富裕家庭，父母都是犹太人，父亲是克里沃罗格经济学院的教授，母亲是工程师。出生在这样富裕的家庭里，泽连斯基比大多数乌克兰的人都要幸福。高中毕业后，他进入基辅经济大学法学院学习。与此同时，他的创作和喜剧天赋引起了乌克兰著名娱乐节目团队KVN的注意。1997年，他与KVN的成员共同创建了“95又四分之一”组合，并担任队长。前苏联解体后，“95又四分之一”在独联体国家巡回演出大受好评，他也由此成为乌克兰娱乐圈最有影响力的演艺明星之一。2003年，“95又四分之一”组合成立了工作室，从事电视内容生产、电影制作和娱乐节目巡演等，泽连斯基也由此成为其所有者和经理，并出演多部电视剧。此时，泽连斯基已成为乌克兰演艺界的冉冉升起的一颗明星。2005年，泽连斯基加入乌克兰电视频道，随后泽连斯基凭借自己的能力担任节目的主要演员及剧本的创作人。随着收视率稳步上升，泽连斯基在乌克兰演艺界也有了一定的地位。2011年他以“95四分之一”负责人的身份登上了乌克兰《福克斯》的封面。不过真正让泽连斯基家喻户晓的，是他2015年的一部电视剧，也正是这部剧，为泽连斯基的总统之路奠定了坚实的基础。2015年，泽连斯基编写了一部剧本——《瓦夏的故事》又称《人民公仆》，这是一部政治讽刺喜剧。故事的内容十分简单，一位普通的乌克兰中学的历史老师瓦夏，在一次与同事辩论国家政治的时候被学生拍成了视频上传至网络而意外走红，所有的乌克兰人都希望有一位正直、敢说实话的人当总统，瓦夏就因此被选举成为了乌克兰总统，并一路成为一名真正的正直又有作为的人民公仆。在这部剧里，泽连斯基用相当辛辣的风格刻画了乌克兰国内寡头横行、政治家腐败的情况，因此收获了许多乌克兰人民的喜爱。就连国内某瓣评分也显示，《人民公仆》有着高达9.0的评分，这也让泽连斯基一跃成为乌克兰人尽皆知的国民喜剧演员，堪称乌克兰的卓别林。竞选总统也不知是不是入戏太深，泽连斯基竟真的做起了总统梦。2018年，泽连斯基成立了自己用于竞选的党派“人民公仆”。党派总部位于基辅一个狭小的办公室，所有人都是政坛新手。2019年3月27日，在乌克兰总统大选第一轮开始的前两天，该剧的第三季开播之日，泽连斯基在自己的社交账号上发布了团队合照。由于根据乌克兰的相关规定，选举前一日为“静默日”，任何选举人不得做宣传，但是泽连斯基却用这种方式成功的绕开了这个条例……有“瓦夏”这样“开挂”的场外支持，泽连斯基的竞选之路畅通无阻，零经验？没关系，瓦夏也是。被怀疑背后有大企业支持？没关系，瓦夏也是。被各方群起而批评？没关系，瓦夏也是。更重要的是，瓦夏这位网红老师以60%的得票率当选了总统，而泽连斯基以惊人的73.3%的得票率当选总统，几乎跟2018年在全无竞争对手情况下第四次当总统的普京持平（得票率76.69%）原因为何？泽连斯基能以高得票率当选总统的原因之一是他曾“出演过一位优秀的总统”，其形象深入千家万户的心。不过仅仅靠演员的人望肯定是不够的。让我们把目光回看到2019年乌克兰总统选举的一年。这一年胜算最大的“参赛选手”有3位：时任总统波罗申科、“美女政治家”季莫申科以及泽连斯基。值得一提的是，其他两位还有另一个称号：“巧克力大王”和“天然气公主”，都是靠乌克兰国企私有化浪潮崛起的寡头政治家。波罗申科季莫申科大选那一年，曾多次担任乌克兰总理的季莫申科第三次选举总统，可惜的是在第一轮就败下阵来。少了一个竞争对手对于泽连斯基来说是一大利好。随后，在第二轮投票之前，泽连斯基更是创造了一个历史名场面。2019年4月19日，泽连斯基和波罗申科在乌克兰首都奥林匹克体育场进行一场电视直播的公开辩论，这是在投票前的最后一次公开活动，因此两位候选人都十分重视。在辩论关于乌克兰的国防问题和克里米亚问题时，泽连斯基怒斥波罗申科统治不力，没有解决顿巴斯地区冲突；对方则嘲笑如果他上台，也好不到哪去，恐怕要向普京下跪。令波罗申科没有想到的是，泽连斯基竟突然使用了一个狠招。泽连斯基听到这句话后往前走了两步，突然跪了下去，并表示：“我从来不会向普京下跪，我只会向乌克兰的人民下跪。”这种英勇气势，让乌克兰人以为他们遇到了真命天子。此时的乌克兰人似乎还不知道，长时间在荧幕上的锻炼使得泽连斯基的反应能力非常迅速，这一切只不过是泽连斯基的“freestyle”。不过当时，有不少乌克兰民众对泽连斯基抱有很大的信心。正如当年拜登当选一样，并非是民众支持他，而是为了反对特朗普不得不选择他。也就是说，乌克兰民众当时也没得选，为了反对波罗申科，只能把选票投给泽连斯基，同时也对这位年轻的演员寄予了厚望。不少海外网友在YouTube上表示：“或许是因为乌克兰人看厌了政客们在政坛上的喜剧表演，所以选了一位喜剧演员来表演。”现实如何？泽连斯基当选上总统之后做的怎么样呢？让我们先来看看泽连斯基在竞选时给民众承诺的三件事：1.尽快地结束乌东地区的战火，结束顿巴斯地区的流血冲突；2.加大经济领域的改革，使乌克兰的经济迈上一个新的台阶，增加民众兜里的钱；3.加大国内的反腐败力度，尤其是要向那些垄断政经和社会的寡头们开刀，还社会以公平。后来的故事，我们也都知道了，泽连斯基给乌克兰民众画的一张大饼，终究还是被他自己撕碎了：1.顿巴斯地区成为了这次俄乌冲突的引爆点，泽连斯基妄想靠着北约和美欧的力量收回乌东地区，拿国家的命运做豪赌，把乌克兰再次推向国家分裂的险境，才一天，乌克兰几乎已经到了“亡国”的边缘。然后便有了泽连斯基说普京不接他电话的电视演讲。2.泽连斯基上台后，2020年乌克兰的GDP较2019年下降了30%，人均收入位于欧洲垫底，甚至只能依靠国际货币基金组织80亿美元的贷款来过日子。3.承诺的打击寡头势力更是一个笑话，泽连斯基上台后人们才发现他本是就是犹太寡头势力的代言人，其所有竞选资金都是由他之前电视台的老板——一位犹太寡头所提供的，而在泽连斯基上台后，也投桃报李地将许多电信产业交给了自己的幕后金主。不过最近乌克兰的寡头人数确实是骤降，为了躲避俄乌战争，乌克兰最富有的100名富豪中，已经有96名拖家带口逃到了塞浦路斯、尼斯、维也纳、苏黎世、伦敦和慕尼黑等地。在传出这些负面新闻之后，泽连斯基的民意支持率暴跌到了20%。三年前泽连斯基许下的诺言，如今成了谎言和欺骗，用出色的表演所收割的民心终究也要因为虚幻的结局而散尽。或许，现在的他正在祈求导演能够尽快喊一声：“卡。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005821459,"gmtCreate":1642242366123,"gmtModify":1676533695406,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005821459","repostId":"2203715446","repostType":4,"repost":{"id":"2203715446","kind":"highlight","pubTimestamp":1642151893,"share":"https://ttm.financial/m/news/2203715446?lang=en_US&edition=fundamental","pubTime":"2022-01-14 17:18","market":"sh","language":"zh","title":"As the Nasdaq corrects, these undervalued tech stocks are embarking on a \"capital-attracting\" model.","url":"https://stock-news.laohu8.com/highlight/detail?id=2203715446","media":"智通财经网","summary":"近期美股市场高估值科技股暴跌，这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润，但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴","content":"<p><html><head></head><body>The recent sharp decline in overvalued technology stocks in the US stock market seems to have added a new dimension to the \"upward trend\" of undervalued established technology stocks.<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stock trading prices are often lower than those of highly valued technology stocks.</p><p>Two giants in the PC market<a href=\"https://laohu8.com/S/HPQ\">HP</a>and<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology has been one of the few winners among tech stocks this year. The recent surge in US Treasury yields has prompted investors to turn to cheaper, more profitable companies, while also selling off overvalued tech stocks that have outperformed the market during the COVID-19 pandemic.</p><p>For these two PC giants, the nearly 10-year high in PC shipments in 2021 also boosted their stock prices against the trend. According to the latest statistics released by IDC yesterday, global personal computer (PC) shipments increased by 14.8% year-on-year in 2021, reaching 349 million units, a new high since 2012.</p><p>“We’ve found better equity allocations in high-quality growth sectors,” said Kevin Caron, senior portfolio manager at Washington Crossing Advisors, which manages $7 billion in assets.<b>The reason we choose undervalued tech stocks is because we can find companies with low debt levels, high profitability, and predictable businesses.</b></p><p>According to statistics,<b>So far this year, the Nasdaq 100 index, dominated by technology stocks, has fallen by 5.05%, while PC giants HP and Dell have risen by 2.73% and 7.12%, respectively.</b>The latest data shows that both companies expect P/E to be less than 9 times over the next 12 months, and both stocks easily outperformed the Nasdaq 100 index in the first six months.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another undervalued tech stock<a href=\"https://laohu8.com/S/VMW\">Wei Rui</a>It has risen 6.49% year-to-date, far exceeding the Nasdaq 100 index.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to \"buy\". While investors have been focusing on high-growth software companies, the investment firm wrote, \"We now believe that the market will begin to pay more attention to the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are at their lowest levels relative to growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a report this week. He added that large tech stocks, including...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With well-known companies like Alphabet, the risk level is higher than three years ago, and the potential return may be lower.</p><p>Bernstein analyst Toni Sacconaghi recommends that investors favor undervalued technology stocks in the near term. In his report, he wrote: \"Among the 20% of stocks with the lowest valuations...\"<b>The 5-year earnings growth forecast is the highest in more than a decade.</b>In his research report, Sacconaghi also wrote: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most valuable companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>Established technology companies like Dell have good risk profiles and ample room for valuation appreciation.<b>He upgraded his rating on these stocks from \"in line with the market\" to \"outperform.\"</b>。 According to statistics, IBM has risen slightly by 0.82% year-to-date but still outperforms the Nasdaq 100 index.</p><p>Of course, Wall Street still supports overvalued technology stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists said on Thursday that long-term yields are likely to rise only slightly, meaning there is limited risk of further adjustments to growth stock valuations. They believe that growth stocks still have room to rise during the economic slowdown.</p><p></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As the Nasdaq corrects, these undervalued tech stocks are embarking on a \"capital-attracting\" model.</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\">\nAs the Nasdaq corrects, these undervalued tech stocks are embarking on a \"capital-attracting\" model.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2022-01-14 17:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The recent sharp decline in overvalued technology stocks in the US stock market seems to have added a new dimension to the \"upward trend\" of undervalued established technology stocks.<a href=\"https://laohu8.com/S/838275\">driving force</a>。 Most of these technology companies have high profits, but their stock trading prices are often lower than those of highly valued technology stocks.</p><p>Two giants in the PC market<a href=\"https://laohu8.com/S/HPQ\">HP</a>and<a href=\"https://laohu8.com/S/DELL\">Dell</a>Technology has been one of the few winners among tech stocks this year. The recent surge in US Treasury yields has prompted investors to turn to cheaper, more profitable companies, while also selling off overvalued tech stocks that have outperformed the market during the COVID-19 pandemic.</p><p>For these two PC giants, the nearly 10-year high in PC shipments in 2021 also boosted their stock prices against the trend. According to the latest statistics released by IDC yesterday, global personal computer (PC) shipments increased by 14.8% year-on-year in 2021, reaching 349 million units, a new high since 2012.</p><p>“We’ve found better equity allocations in high-quality growth sectors,” said Kevin Caron, senior portfolio manager at Washington Crossing Advisors, which manages $7 billion in assets.<b>The reason we choose undervalued tech stocks is because we can find companies with low debt levels, high profitability, and predictable businesses.</b></p><p>According to statistics,<b>So far this year, the Nasdaq 100 index, dominated by technology stocks, has fallen by 5.05%, while PC giants HP and Dell have risen by 2.73% and 7.12%, respectively.</b>The latest data shows that both companies expect P/E to be less than 9 times over the next 12 months, and both stocks easily outperformed the Nasdaq 100 index in the first six months.</p><p><img src=\"https://static.tigerbbs.com/a03507a7540adce23b71c2e6190aafef\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p><b>Another undervalued tech stock<a href=\"https://laohu8.com/S/VMW\">Wei Rui</a>It has risen 6.49% year-to-date, far exceeding the Nasdaq 100 index.</b>On Thursday, Monness Crespi Hardt & Co upgraded the stock to \"buy\". While investors have been focusing on high-growth software companies, the investment firm wrote, \"We now believe that the market will begin to pay more attention to the company's unique value proposition.\"</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>\"Some value stock valuations are at their lowest levels relative to growth stocks since the tech bubble,\" David Kelly, chief global strategist at Asset Management, wrote in a report this week. He added that large tech stocks, including...<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>With well-known companies like Alphabet, the risk level is higher than three years ago, and the potential return may be lower.</p><p>Bernstein analyst Toni Sacconaghi recommends that investors favor undervalued technology stocks in the near term. In his report, he wrote: \"Among the 20% of stocks with the lowest valuations...\"<b>The 5-year earnings growth forecast is the highest in more than a decade.</b>In his research report, Sacconaghi also wrote: \"These stocks underperformed in the second half of 2021, while the valuation gap between growth and value stocks showed a significant widening trend.\"</p><p>Sacconaghi believes that the most valuable companies in the industry will face more risks, but HP,<a href=\"https://laohu8.com/S/IBM\">IBM</a>Established technology companies like Dell have good risk profiles and ample room for valuation appreciation.<b>He upgraded his rating on these stocks from \"in line with the market\" to \"outperform.\"</b>。 According to statistics, IBM has risen slightly by 0.82% year-to-date but still outperforms the Nasdaq 100 index.</p><p>Of course, Wall Street still supports overvalued technology stocks.<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Strategists said on Thursday that long-term yields are likely to rise only slightly, meaning there is limited risk of further adjustments to growth stock valuations. They believe that growth stocks still have room to rise during the economic slowdown.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/641093.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4561":"索罗斯持仓",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","TTTN":"老虎中美互联网巨头ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/641093.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2203715446","content_text":"近期美股市场高估值科技股暴跌，这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润，但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家，近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业，同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说，2021年PC出货量创近10年新高也对其股价逆势上涨起到推动作用，IDC昨日公布的最新统计数据显示，2021年全球个人电脑(PC)出货量同比增长了14.8%，达到3.49亿台，创2012年以来新高。“我们在高质量增长领域找到了更好的股票配置标的。”Washington Crossing Advisors高级组合投资基金经理Kevin  Caron表示，该公司管理着70亿美元规模的资产。“之所以选择低估值科技股，是因为我们可以找到债务水平低、盈利水平高、业务具备可预测性的公司。”据统计，今年以来，以科技股为主的纳斯达克100指数跌幅达5.05%，与此同时，惠普和戴尔两家PC巨头分别上涨2.73%和7.12%，最新数据显示两家公司未来12个月预期市盈率均不到9倍水平，这两只股票在半年期都轻松跑赢纳斯达克100指数。另一只低估值科技股威睿今年以来涨幅达6.49%，远超纳斯达克100指数。周四，Monness Crespi Hardt &  Co将该股评级上调为“买入”。虽然投资者一直关注高增长趋势的软件公司，但该投资机构写道：“我们现在相信，市场将开始更多地关注该公司独特的价值主张。”摩根大通资产管理首席全球策略师David  Kelly本周在一份报告中写道：“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称，大型科技股，包括苹果、微软、亚马逊和Alphabet等知名公司，风险等级比三年前更高，而潜在回报率可能降低。”Bernstein分析师Toni  Sacconaghi建议投资者近期投资风格偏向估值较低的科技股，他在报告中写道：“在估值最低的这20%股票之中，5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到：“这些股票在2021年下半年表现不佳，同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为，行业之中估值最昂贵的公司将面临更多风险，但惠普、IBM 和戴尔这些老牌科技公司的风险状况良好且估值抬升空间足，他对这些股票的评级从之前的“与大盘持平”上调至“跑赢大盘”。据统计，IBM今年以来小幅上涨0.82%仍跑赢纳斯达克100指数。当然，华尔街仍有支持高估值科技股的观点。高盛策略师们周四表示，长期收益率可能只会小幅上升，这意味着成长型股票估值的进一步调整风险有限。他们认为，经济增长放缓期间成长股仍然有上行空间。","news_type":1,"symbols_score_info":{"TTTN":1,"SQQQ":1,"QNETCN":1,"NQmain":1,"QQQ":1,"TQQQ":1,"03086":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935964684,"gmtCreate":1663027531948,"gmtModify":1676537184549,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935964684","repostId":"2267637899","repostType":4,"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907828522,"gmtCreate":1660177019968,"gmtModify":1703478717023,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907828522","repostId":"1179256933","repostType":4,"isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901342021,"gmtCreate":1659142824263,"gmtModify":1676536263539,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901342021","repostId":"1137777521","repostType":4,"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055632889,"gmtCreate":1655263005541,"gmtModify":1676535599758,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055632889","repostId":"1134107167","repostType":4,"repost":{"id":"1134107167","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":1655251114,"share":"https://ttm.financial/m/news/1134107167?lang=en_US&edition=fundamental","pubTime":"2022-06-15 07:58","market":"us","language":"zh","title":"Last Night This Morning | Breaking News Late at Night! The White House suddenly stated that Chinese assets have surged.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134107167","media":"老虎资讯综合","summary":"摘要：①隔夜美股涨跌不一，纳指涨0.18%，道指跌0.5%，中概股雄起，新东方涨近25%；②美油跌1.65%，布油跌0.9%，黄金期货收跌1%；③美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华","content":"<p><html><head></head><body>Abstract: ① Overnight, US stocks were mixed, with the Nasdaq up 0.18% and the Dow Jones Industrial Average down 0.5%, while Chinese concept stocks surged.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose nearly 25%; ② US crude oil fell 1.65%, Brent crude oil fell 0.9%, and gold futures closed down 1%; ③ US media: Biden told cabinet members that he prefers to ease some of the tariffs on China during the Trump era; ④ The Ukrainian Agriculture Minister warned that the Russia-Ukraine conflict will lead to a third consecutive quarter of reduced wheat production in Ukraine. Overseas markets</p><p>1. PPI data reinforces expectations of aggressive rate hike; the Nasdaq S&P 500 remains on a bear path, while the Nasdaq bucked the trend and rose slightly.</p><p>Investors are awaiting the outcome of the Federal Reserve's monetary policy meeting on Wednesday, with the market expecting a greater than 90% probability of rate hike reaching 75 basis points. The U.S. May PPI data showed that inflationary pressures remained high, strengthening the Federal Reserve's case for maintaining its aggressive rate hike stance.</p><p>At the close, the Nasdaq Composite rose 0.18%, the Dow Jones Industrial Average fell 0.5%, and the S&P 500 fell 0.38%.</p><p>Major tech stocks showed mixed performance.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.67%<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.92%<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.30%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell 1.31%, and Meta fell 0.32%. Most new energy vehicle stocks closed higher.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 2.39%, Lucid rose 1.78%, and Rivian rose 1.83%.</p><p>2. Chinese concept stocks rise, New Oriental rises nearly 25%</p><p>On the evening of June 14, the White House suddenly stated that the United States was prepared to combat inflation and was discussing some \"irresponsible\" tariffs imposed by former President Trump. This has reignited expectations of tariff reductions and exemptions.</p><p>Most of the popular Chinese concept stocks that fell on Monday rebounded strongly, significantly outperforming the broader market, with the Nasdaq Golden Dragon China Index closing up nearly 6.9%.</p><p>Of the four constituent stocks of the Nasdaq 100 Index,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It closed up about 12%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It closed up nearly 6.8%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rising nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose nearly 3.8%.</p><p>Among other stocks, New Oriental, which bucked the trend and rose more than 5% on Monday, closed up nearly 25%, while NetEase...<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Rising by more than 20%,<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car prices rose by more than 16%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Education prices rose more than 15%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose over 10%, Bilibili rose nearly 10%, and Ctrip rose nearly 8%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose more than 7%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It rose more than 6%.<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/XNET\">Xunlei</a>It rose more than 4%.<a href=\"https://laohu8.com/S/DDL\">Dingdong Grocery Store</a>It rose over 3%, and Weibo rose over 2%.<a href=\"https://laohu8.com/S/HUYA\">Tiger Teeth</a>It rose by more than 1%.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.91%.</p><p>Major European stock indices collectively closed lower, with Germany's DAX30 down 0.91%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.27%, the French CAC40 index fell 1.2%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. New York crude oil futures prices fell 1.65% on Tuesday.</p><p>Crude oil futures prices closed lower on Tuesday.</p><p>Ultimately, U.S. WTI crude oil futures for July delivery closed down 1.65% at $118.93 a barrel, a new low since June 6 and the first time since June 7 that they had closed below $120. Brent crude oil futures for August delivery fell 0.90% to $121.17 a barrel, a new closing low since June 7.</p><p>5. New York gold futures closed down 1% on Wednesday, pressured by expectations of Fed rate hike.</p><p>New York gold futures prices closed lower on Tuesday. The US dollar continued to climb and hit a 20-year high, weakening gold's safe-haven appeal to investors. The Federal Reserve will release the results of its monetary policy meeting on Wednesday, and the market is betting on a significant rate hike by the Fed.</p><p>Ultimately, COMEX August gold futures closed down 1.0% at $1,813.50 per ounce. Although the decline was less than the largest daily drop since March 9, when Monday closed down 2.3%, it still hit a new closing low for the main contract since May 13 and closed below $1,820 for the first time since May 18.</p><p>6. Is the Federal Reserve's aggressive rate hike on the way? the US Dollar Index hit a new high in nearly 20 years</p><p>Concerns about the Federal Reserve's tightening path have intensified after U.S. inflation data hit its highest level in more than 40 years in May, with the US Dollar Index reaching its highest level in nearly 20 years on Tuesday.</p><p>ICE the US Dollar Index rose more than 0.1% intraday on Tuesday, climbing to 105.48 at one point during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at hedge fund Caxton's London division, said: \"The US dollar remains the best-performing currency in the foreign exchange market, and the Federal Reserve's tough stance could provide the necessary catalyst for the dollar to rise further.\"</p><p>International macro</p><p>1. US media: Biden told cabinet members that he prefers to ease some of the tariffs on China imposed during the Trump era.</p><p>According to Global Times, the US website Axios exclusively reported on June 14 that Biden is inclined to ease some of the tariffs on China imposed during the Trump administration. Sources familiar with the matter revealed that during a meeting with key cabinet members in the Oval Office of the White House last week, US President Biden stated that he was inclined to remove some products from the list of tariffs imposed on Chinese goods imported into the US during the Trump era.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV News, on June 14 local time, the White House issued a statement saying that US President Biden will visit the Middle East from July 13 to 16 and attend a summit co-hosted by the Gulf Cooperation Council with Egypt, Iraq and Jordan. Biden will also meet with leaders from the Middle East.</p><p>The statement said that Biden's first stop on his Middle East trip was Israel. Biden will then visit the West Bank to consult with the Palestinian Authority, before traveling to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week to attend the G7 and NATO summits.</p><p>3. US PPI growth remained high in May.</p><p>On Tuesday, June 14, data released by the U.S. Department of Labor showed that the U.S. PPI rose 10.8% year-on-year in May, slightly lower than the expected and revised 10.9% increase from the previous month. It rose 0.4% month-on-month, down from 0.8% last month. Data suggests that U.S. inflation may remain high for an extended period.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Several investment banks expect the Federal Reserve to raise rate hike by 75 basis points this week, which would be the largest rate hike since 1994.</p><p>4. The Federal Reserve's reverse repurchase tool usage hit a new record of $2.224 trillion.</p><p>Use of the Federal Reserve's overnight reverse repurchase facility hit a record high for the sixth consecutive trading day on Tuesday.</p><p>The 97 participants spent $2.224 trillion, up from the record of $2.213 trillion set on June 13. The instrument has an interest rate of 0.80%, which helps temporarily reduce the reserve balance in the banking system.</p><p>5. The WHO will assess whether the monkeypox outbreak constitutes a \"public health emergency of international concern\".</p><p>The World Health Organization (WHO) announced on the 14th that it will convene an emergency committee meeting on the 23rd of this month to assess whether the monkeypox outbreak currently occurring in several countries around the world constitutes a \"public health emergency of international concern\".</p><p>WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference on the 14th that the global outbreak of monkeypox is unusual and worrying. In accordance with the International Health Regulations, the WHO Emergency Committee decided to convene a meeting on the 23rd to assess whether the current monkeypox outbreak constitutes a \"public health emergency of international concern\".</p><p>6. Russian presidential aide: Putin has no plans to meet with Biden.</p><p>On June 14 local time, Russian Presidential Aide Ushakov briefed Russian President Vladimir Putin on his schedule of activities for the coming period, which includes attending the BRICS Leaders' Summit, the Shanghai Cooperation Organisation Summit to be held in September, and the Council of Heads of State of the Commonwealth of Independent States to be held in October.</p><p>Ushakov pointed out that Putin has no plans to meet with US President Biden; The possibility of meeting with Ukrainian President Zelensky cannot be ruled out, but corresponding preparations are needed.</p><p>7. Russia's gas transmission via the Nord Stream pipeline may decrease by 40%, while European natural gas prices surge by 20%.</p><p>European natural gas prices rose 20%, breaking through 100 euros per megawatt-hour. Media reports indicate that Russia's gas transportation through the Nord Stream natural gas pipeline may decrease by 40%.</p><p>According to CCTV News, Gazprom stated that the gas transmission volume of the Nord Stream gas pipeline may decrease from 167 million cubic meters per day to 100 million cubic meters per day. The main reason for the decline in gas transmission volume is Germany.<a href=\"https://laohu8.com/S/0P6M.UK\">Siemens</a>The failure to transport the repaired gas pumping units back to Russia in a timely manner has resulted in only three gas pumping units currently operational at the Bordovaya natural gas compression station.</p><p>8. Suez Canal Authority, Egypt: Reduction or exemption of tolls for some passing vessels</p><p>According to CCTV News, on June 14 local time, the Suez Canal Authority of Egypt issued a statement announcing a reduction or exemption of tolls incurred by some ships passing through the canal.</p><p>The statement said that oil and gas tankers originating from or sailing to U.S. ports, Caribbean ports, or western ports of the South Asian subcontinent (Karachi Port in Pakistan, Kochin Port in India, etc.) will receive a 35% reduction in ordinary transportation tolls. The Suez Canal Authority also announced that it would extend the toll reduction period for liquefied petroleum gas carriers until the end of 2022, with reductions ranging from 20% to 75%.</p><p>Russia-Ukraine situation</p><p>1. The United States and its G7 partners are studying tougher sanctions against Russia.</p><p>Ukrainian President Volodymyr Zelensky said in an interview with German media on the 13th local time that Ukraine is willing to continue bilateral negotiations with Russia, but on the condition that Russia is prepared to end the war.</p><p>According to documents released by the White House, US President Biden will extend unilateral sanctions against the Belarusian government for another year on June 13.</p><p>2. Zelenskyy spoke by phone with Canadian Prime Minister Trudeau.</p><p>On the 14th local time, Ukrainian President Volodymyr Zelenskyy spoke by phone with Canadian Prime Minister Justin Trudeau to discuss defense cooperation and coordinate the next steps in dealing with Russia.</p><p>Ukrainian President Volodymyr Zelenskyy announced the news on his social media and thanked Canada for its support.</p><p>3. Ukrainian Agriculture Minister warns: The Russia-Ukraine conflict will lead to a third consecutive quarter of reduced wheat production in Ukraine.</p><p>Ukrainian Agriculture Minister Mykola Solskyi said in a recent interview that the Russia-Ukraine conflict has prevented most of Ukraine's wheat from entering the market, and the global wheat shortage will last for at least three quarters, pushing prices to record levels.</p><p>Ukraine is an important global food supplier. However, after the outbreak of the Russia-Ukraine conflict, the country's maritime food export routes were blocked by Russia, and it also faces a series of other problems, such as insufficient food storage space.</p><p>4. Ukrainian Deputy Defense Minister: Currently, we have only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a television program that Ukraine has only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>5. The Russian Foreign Ministry announced that it had added 49 British citizens to its sanctions list.</p><p>On the 14th local time, the Russian Foreign Ministry issued a statement announcing that 49 individuals from British media and the British defense industry had been added to the sanctions list.</p><p>According to a statement published on the Russian Foreign Ministry's website, the ministry has added 29 individuals from British media outlets, including The Guardian, to its entry ban list. The reason given was that these individuals were involved in deliberately spreading false and one-sided information about Russia and Ukraine, fueling Russophobia in British society.</p><p>In addition, 20 British defense industry personnel, including Secretary of State for Defense Jeremy Quinn, have been added to the sanctions list for their involvement in the decision to supply weapons to Ukraine.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2243603782\" target=\"_blank\">Tesla's electric vehicle sales plan in India has been shelved; the company's head of India policy has resigned.</a></p><p>Two sources familiar with the matter said that weeks after Tesla shelved its plans to sell electric vehicles in India, a key executive who led Tesla's lobbying efforts in India has resigned. According to reports, Manuj Khurana, Tesla's head of policy and business development in India, was hired in March 2021 and played a key role in developing Tesla's plan to enter the Indian market. For more than a year, Khurana lobbied the Indian government to reduce import taxes on electric vehicles from as high as 100% to 40%. The Indian government insists that Tesla must first commit to producing cars locally in India before it can offer incentives. Tesla has shelved its plans to sell cars in India due to a stalemate in negotiations.</p><p>2、<a href=\"https://laohu8.com/NW/1181906548\" target=\"_blank\">Musk: Lucid and Rivian are heading for bankruptcy unless they make significant changes.</a></p><p>According to Electrek, Elon Musk stated in an interview with Tesla's Silicon Valley Owners Club, \"Unless Rivian and Lucid make significant changes, they will all go bankrupt.\" He added, \"I hope they can do something, but unless they can significantly cut costs, they will be in big trouble and will eventually end up in a car graveyard like other automakers besides Tesla and Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bid has exceeded $3 million</a></p><p>Warren Buffett's final charity lunch auction began at 10:30 AM Beijing time on June 13 and is expected to end at 10:30 AM on June 18. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>According to the website, the current bidding price has exceeded $3 million.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">Live streaming room goes viral; East Buy is hiring live streamers with a monthly salary of 50,000 yuan.</a></p><p>East Buy has gained 1.579 million followers in the past seven days. After renowned individual teachers like Dong Yuhui became popular, East Buy has also embarked on its market-oriented journey.<a href=\"https://laohu8.com/S/01797\">New Oriental online</a>Its brand, East Buy, has also begun posting job postings on its recruitment website, showing that East Buy is giving...<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Bilingual streamers offer a monthly salary of 50,000 to 60,000 yuan.</p><p>5、<a href=\"https://laohu8.com/NW/2243939484\" target=\"_blank\">Buffett donated approximately $4 billion worth of Berkshire Hathaway shares to the foundation.</a></p><p>According to Reuters, Berkshire Hathaway said Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations. It is estimated that these shares will be worth approximately $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola postpones IPO of African company until 2023</a></p><p>The Coca-Cola Company issued a statement saying it will postpone its plans to go public through an IPO for Coca-Cola African Beverages (CCBA). Coca-Cola stated that it will continue to assess the macroeconomic situation to determine the timing of its IPO in 2023, while CCBA's IPO plan remains unchanged.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last Night This Morning | Breaking News Late at Night! The White House suddenly stated that Chinese assets have surged.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast Night This Morning | Breaking News Late at Night! The White House suddenly stated that Chinese assets have surged.\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\">2022-06-15 07:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① Overnight, US stocks were mixed, with the Nasdaq up 0.18% and the Dow Jones Industrial Average down 0.5%, while Chinese concept stocks surged.<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>It rose nearly 25%; ② US crude oil fell 1.65%, Brent crude oil fell 0.9%, and gold futures closed down 1%; ③ US media: Biden told cabinet members that he prefers to ease some of the tariffs on China during the Trump era; ④ The Ukrainian Agriculture Minister warned that the Russia-Ukraine conflict will lead to a third consecutive quarter of reduced wheat production in Ukraine. Overseas markets</p><p>1. PPI data reinforces expectations of aggressive rate hike; the Nasdaq S&P 500 remains on a bear path, while the Nasdaq bucked the trend and rose slightly.</p><p>Investors are awaiting the outcome of the Federal Reserve's monetary policy meeting on Wednesday, with the market expecting a greater than 90% probability of rate hike reaching 75 basis points. The U.S. May PPI data showed that inflationary pressures remained high, strengthening the Federal Reserve's case for maintaining its aggressive rate hike stance.</p><p>At the close, the Nasdaq Composite rose 0.18%, the Dow Jones Industrial Average fell 0.5%, and the S&P 500 fell 0.38%.</p><p>Major tech stocks showed mixed performance.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 0.67%<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.92%<a href=\"https://laohu8.com/S/GOOG\">Google</a>Up 0.30%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It fell 1.31%, and Meta fell 0.32%. Most new energy vehicle stocks closed higher.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 2.39%, Lucid rose 1.78%, and Rivian rose 1.83%.</p><p>2. Chinese concept stocks rise, New Oriental rises nearly 25%</p><p>On the evening of June 14, the White House suddenly stated that the United States was prepared to combat inflation and was discussing some \"irresponsible\" tariffs imposed by former President Trump. This has reignited expectations of tariff reductions and exemptions.</p><p>Most of the popular Chinese concept stocks that fell on Monday rebounded strongly, significantly outperforming the broader market, with the Nasdaq Golden Dragon China Index closing up nearly 6.9%.</p><p>Of the four constituent stocks of the Nasdaq 100 Index,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>It closed up about 12%.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It closed up nearly 6.8%.<a href=\"https://laohu8.com/S/JD\">JD.com</a>Rising nearly 6.1%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It rose nearly 3.8%.</p><p>Among other stocks, New Oriental, which bucked the trend and rose more than 5% on Monday, closed up nearly 25%, while NetEase...<a href=\"https://laohu8.com/S/DAO\">Youdao</a>Rising by more than 20%,<a href=\"https://laohu8.com/S/IQ\">iQiyi</a>Up nearly 20%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Car prices rose by more than 16%.<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Education prices rose more than 15%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up nearly 11%,<a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose over 10%, Bilibili rose nearly 10%, and Ctrip rose nearly 8%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose more than 7%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up nearly 7%,<a href=\"https://laohu8.com/S/DOYU\">Douyu</a>It rose more than 6%.<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>、<a href=\"https://laohu8.com/S/XNET\">Xunlei</a>It rose more than 4%.<a href=\"https://laohu8.com/S/DDL\">Dingdong Grocery Store</a>It rose over 3%, and Weibo rose over 2%.<a href=\"https://laohu8.com/S/HUYA\">Tiger Teeth</a>It rose by more than 1%.</p><p>3. Major European stock indices collectively closed lower, with the German DAX 30 down 0.91%.</p><p>Major European stock indices collectively closed lower, with Germany's DAX30 down 0.91%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.27%, the French CAC40 index fell 1.2%, and the Euro Stoxx 50 index fell 0.77%.</p><p>4. New York crude oil futures prices fell 1.65% on Tuesday.</p><p>Crude oil futures prices closed lower on Tuesday.</p><p>Ultimately, U.S. WTI crude oil futures for July delivery closed down 1.65% at $118.93 a barrel, a new low since June 6 and the first time since June 7 that they had closed below $120. Brent crude oil futures for August delivery fell 0.90% to $121.17 a barrel, a new closing low since June 7.</p><p>5. New York gold futures closed down 1% on Wednesday, pressured by expectations of Fed rate hike.</p><p>New York gold futures prices closed lower on Tuesday. The US dollar continued to climb and hit a 20-year high, weakening gold's safe-haven appeal to investors. The Federal Reserve will release the results of its monetary policy meeting on Wednesday, and the market is betting on a significant rate hike by the Fed.</p><p>Ultimately, COMEX August gold futures closed down 1.0% at $1,813.50 per ounce. Although the decline was less than the largest daily drop since March 9, when Monday closed down 2.3%, it still hit a new closing low for the main contract since May 13 and closed below $1,820 for the first time since May 18.</p><p>6. Is the Federal Reserve's aggressive rate hike on the way? the US Dollar Index hit a new high in nearly 20 years</p><p>Concerns about the Federal Reserve's tightening path have intensified after U.S. inflation data hit its highest level in more than 40 years in May, with the US Dollar Index reaching its highest level in nearly 20 years on Tuesday.</p><p>ICE the US Dollar Index rose more than 0.1% intraday on Tuesday, climbing to 105.48 at one point during the day, its highest level since December 2002.</p><p>Michael Brown, head of market intelligence at hedge fund Caxton's London division, said: \"The US dollar remains the best-performing currency in the foreign exchange market, and the Federal Reserve's tough stance could provide the necessary catalyst for the dollar to rise further.\"</p><p>International macro</p><p>1. US media: Biden told cabinet members that he prefers to ease some of the tariffs on China imposed during the Trump era.</p><p>According to Global Times, the US website Axios exclusively reported on June 14 that Biden is inclined to ease some of the tariffs on China imposed during the Trump administration. Sources familiar with the matter revealed that during a meeting with key cabinet members in the Oval Office of the White House last week, US President Biden stated that he was inclined to remove some products from the list of tariffs imposed on Chinese goods imported into the US during the Trump era.</p><p>2. White House: Biden will visit the Middle East in mid-July</p><p>According to CCTV News, on June 14 local time, the White House issued a statement saying that US President Biden will visit the Middle East from July 13 to 16 and attend a summit co-hosted by the Gulf Cooperation Council with Egypt, Iraq and Jordan. Biden will also meet with leaders from the Middle East.</p><p>The statement said that Biden's first stop on his Middle East trip was Israel. Biden will then visit the West Bank to consult with the Palestinian Authority, before traveling to Saudi Arabia.</p><p>In addition, Biden will travel to Europe next week to attend the G7 and NATO summits.</p><p>3. US PPI growth remained high in May.</p><p>On Tuesday, June 14, data released by the U.S. Department of Labor showed that the U.S. PPI rose 10.8% year-on-year in May, slightly lower than the expected and revised 10.9% increase from the previous month. It rose 0.4% month-on-month, down from 0.8% last month. Data suggests that U.S. inflation may remain high for an extended period.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>and<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>Several investment banks expect the Federal Reserve to raise rate hike by 75 basis points this week, which would be the largest rate hike since 1994.</p><p>4. The Federal Reserve's reverse repurchase tool usage hit a new record of $2.224 trillion.</p><p>Use of the Federal Reserve's overnight reverse repurchase facility hit a record high for the sixth consecutive trading day on Tuesday.</p><p>The 97 participants spent $2.224 trillion, up from the record of $2.213 trillion set on June 13. The instrument has an interest rate of 0.80%, which helps temporarily reduce the reserve balance in the banking system.</p><p>5. The WHO will assess whether the monkeypox outbreak constitutes a \"public health emergency of international concern\".</p><p>The World Health Organization (WHO) announced on the 14th that it will convene an emergency committee meeting on the 23rd of this month to assess whether the monkeypox outbreak currently occurring in several countries around the world constitutes a \"public health emergency of international concern\".</p><p>WHO Director-General Tedros Adhanom Ghebreyesus said at a press conference on the 14th that the global outbreak of monkeypox is unusual and worrying. In accordance with the International Health Regulations, the WHO Emergency Committee decided to convene a meeting on the 23rd to assess whether the current monkeypox outbreak constitutes a \"public health emergency of international concern\".</p><p>6. Russian presidential aide: Putin has no plans to meet with Biden.</p><p>On June 14 local time, Russian Presidential Aide Ushakov briefed Russian President Vladimir Putin on his schedule of activities for the coming period, which includes attending the BRICS Leaders' Summit, the Shanghai Cooperation Organisation Summit to be held in September, and the Council of Heads of State of the Commonwealth of Independent States to be held in October.</p><p>Ushakov pointed out that Putin has no plans to meet with US President Biden; The possibility of meeting with Ukrainian President Zelensky cannot be ruled out, but corresponding preparations are needed.</p><p>7. Russia's gas transmission via the Nord Stream pipeline may decrease by 40%, while European natural gas prices surge by 20%.</p><p>European natural gas prices rose 20%, breaking through 100 euros per megawatt-hour. Media reports indicate that Russia's gas transportation through the Nord Stream natural gas pipeline may decrease by 40%.</p><p>According to CCTV News, Gazprom stated that the gas transmission volume of the Nord Stream gas pipeline may decrease from 167 million cubic meters per day to 100 million cubic meters per day. The main reason for the decline in gas transmission volume is Germany.<a href=\"https://laohu8.com/S/0P6M.UK\">Siemens</a>The failure to transport the repaired gas pumping units back to Russia in a timely manner has resulted in only three gas pumping units currently operational at the Bordovaya natural gas compression station.</p><p>8. Suez Canal Authority, Egypt: Reduction or exemption of tolls for some passing vessels</p><p>According to CCTV News, on June 14 local time, the Suez Canal Authority of Egypt issued a statement announcing a reduction or exemption of tolls incurred by some ships passing through the canal.</p><p>The statement said that oil and gas tankers originating from or sailing to U.S. ports, Caribbean ports, or western ports of the South Asian subcontinent (Karachi Port in Pakistan, Kochin Port in India, etc.) will receive a 35% reduction in ordinary transportation tolls. The Suez Canal Authority also announced that it would extend the toll reduction period for liquefied petroleum gas carriers until the end of 2022, with reductions ranging from 20% to 75%.</p><p>Russia-Ukraine situation</p><p>1. The United States and its G7 partners are studying tougher sanctions against Russia.</p><p>Ukrainian President Volodymyr Zelensky said in an interview with German media on the 13th local time that Ukraine is willing to continue bilateral negotiations with Russia, but on the condition that Russia is prepared to end the war.</p><p>According to documents released by the White House, US President Biden will extend unilateral sanctions against the Belarusian government for another year on June 13.</p><p>2. Zelenskyy spoke by phone with Canadian Prime Minister Trudeau.</p><p>On the 14th local time, Ukrainian President Volodymyr Zelenskyy spoke by phone with Canadian Prime Minister Justin Trudeau to discuss defense cooperation and coordinate the next steps in dealing with Russia.</p><p>Ukrainian President Volodymyr Zelenskyy announced the news on his social media and thanked Canada for its support.</p><p>3. Ukrainian Agriculture Minister warns: The Russia-Ukraine conflict will lead to a third consecutive quarter of reduced wheat production in Ukraine.</p><p>Ukrainian Agriculture Minister Mykola Solskyi said in a recent interview that the Russia-Ukraine conflict has prevented most of Ukraine's wheat from entering the market, and the global wheat shortage will last for at least three quarters, pushing prices to record levels.</p><p>Ukraine is an important global food supplier. However, after the outbreak of the Russia-Ukraine conflict, the country's maritime food export routes were blocked by Russia, and it also faces a series of other problems, such as insufficient food storage space.</p><p>4. Ukrainian Deputy Defense Minister: Currently, we have only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>On the 14th local time, Ukrainian Deputy Defense Minister Marial said in a television program that Ukraine has only received 10% of the total amount of weapons and equipment claimed by Western countries.</p><p>5. The Russian Foreign Ministry announced that it had added 49 British citizens to its sanctions list.</p><p>On the 14th local time, the Russian Foreign Ministry issued a statement announcing that 49 individuals from British media and the British defense industry had been added to the sanctions list.</p><p>According to a statement published on the Russian Foreign Ministry's website, the ministry has added 29 individuals from British media outlets, including The Guardian, to its entry ban list. The reason given was that these individuals were involved in deliberately spreading false and one-sided information about Russia and Ukraine, fueling Russophobia in British society.</p><p>In addition, 20 British defense industry personnel, including Secretary of State for Defense Jeremy Quinn, have been added to the sanctions list for their involvement in the decision to supply weapons to Ukraine.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2243603782\" target=\"_blank\">Tesla's electric vehicle sales plan in India has been shelved; the company's head of India policy has resigned.</a></p><p>Two sources familiar with the matter said that weeks after Tesla shelved its plans to sell electric vehicles in India, a key executive who led Tesla's lobbying efforts in India has resigned. According to reports, Manuj Khurana, Tesla's head of policy and business development in India, was hired in March 2021 and played a key role in developing Tesla's plan to enter the Indian market. For more than a year, Khurana lobbied the Indian government to reduce import taxes on electric vehicles from as high as 100% to 40%. The Indian government insists that Tesla must first commit to producing cars locally in India before it can offer incentives. Tesla has shelved its plans to sell cars in India due to a stalemate in negotiations.</p><p>2、<a href=\"https://laohu8.com/NW/1181906548\" target=\"_blank\">Musk: Lucid and Rivian are heading for bankruptcy unless they make significant changes.</a></p><p>According to Electrek, Elon Musk stated in an interview with Tesla's Silicon Valley Owners Club, \"Unless Rivian and Lucid make significant changes, they will all go bankrupt.\" He added, \"I hope they can do something, but unless they can significantly cut costs, they will be in big trouble and will eventually end up in a car graveyard like other automakers besides Tesla and Ford.\"</p><p>3、<a href=\"https://laohu8.com/NW/1105564474\" target=\"_blank\">Buffett's lunch auction bid has exceeded $3 million</a></p><p>Warren Buffett's final charity lunch auction began at 10:30 AM Beijing time on June 13 and is expected to end at 10:30 AM on June 18. according to<a href=\"https://laohu8.com/S/EBAY\">eBay</a>According to the website, the current bidding price has exceeded $3 million.</p><p>4、<a href=\"https://laohu8.com/NW/2243270611\" target=\"_blank\">Live streaming room goes viral; East Buy is hiring live streamers with a monthly salary of 50,000 yuan.</a></p><p>East Buy has gained 1.579 million followers in the past seven days. After renowned individual teachers like Dong Yuhui became popular, East Buy has also embarked on its market-oriented journey.<a href=\"https://laohu8.com/S/01797\">New Oriental online</a>Its brand, East Buy, has also begun posting job postings on its recruitment website, showing that East Buy is giving...<a href=\"https://laohu8.com/S/DYIN\">TikTok</a>Bilingual streamers offer a monthly salary of 50,000 to 60,000 yuan.</p><p>5、<a href=\"https://laohu8.com/NW/2243939484\" target=\"_blank\">Buffett donated approximately $4 billion worth of Berkshire Hathaway shares to the foundation.</a></p><p>According to Reuters, Berkshire Hathaway said Warren Buffett has donated 14,414,136 Berkshire Hathaway Class B shares to five foundations. It is estimated that these shares will be worth approximately $4 billion.</p><p>6、<a href=\"https://laohu8.com/NW/2243988878\" target=\"_blank\">Coca-Cola postpones IPO of African company until 2023</a></p><p>The Coca-Cola Company issued a statement saying it will postpone its plans to go public through an IPO for Coca-Cola African Beverages (CCBA). Coca-Cola stated that it will continue to assess the macroeconomic situation to determine the timing of its IPO in 2023, while CCBA's IPO plan remains unchanged.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134107167","content_text":"摘要：①隔夜美股涨跌不一，纳指涨0.18%，道指跌0.5%，中概股雄起，新东方涨近25%；②美油跌1.65%，布油跌0.9%，黄金期货收跌1%；③美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华关税；④乌农业部长警告：俄乌冲突将导致乌克兰小麦连续三季度减产。海外市场1、PPI数据强化激进加息预期 纳指标普仍在熊途、纳指逆市微涨投资者等待周三的美联储货币政策会议结果，市场预计加息75个基点的概率高于90%。美国5月PPI数据显示通胀压力仍然高企，强化了美联储维持激进加息立场的理由。截至收盘，纳指涨0.18%，道指跌0.5%，标普500指数跌0.38%。大型科技股涨跌不一，苹果涨0.67%，微软涨0.92%，谷歌涨0.30%，亚马逊跌1.31%，Meta跌0.32%。新能源汽车股多数收涨，特斯拉涨2.39%，Lucid涨1.78%，Rivian涨1.83%。2、中概雄起新东方涨近25%6月14日晚间，美国白宫突然表示，美国已做好准备对抗通货膨胀，正在讨论前总统特朗普征收的一些“不负责任”的关税。这让关税减免的预期再度升温。周一回落的热门中概股大多强劲反弹，表现明显优于大盘，纳斯达克金龙中国指数收涨近6.9%。纳斯达克100指数的四只成份股中，拼多多收涨约12%，百度收涨近6.8%，京东涨近6.1%，网易涨近3.8%。其他个股中，周一逆市涨超5%的新东方收涨近25%，网易有道涨逾20%，爱奇艺涨近20%，蔚来汽车涨逾16%，高途教育涨超15%，理想汽车涨近11%，好未来涨超10%，B站涨近10%，携程涨近8%，小鹏汽车涨超7%，阿里巴巴涨近7%，斗鱼涨超6%，腾讯音乐涨近5%，金山云、迅雷涨超4%，叮咚买菜涨超3%，微博涨超2%，虎牙涨超1%。3、欧洲主要股指集体收跌德国DAX30指数跌0.91%欧洲主要股指集体收跌，德国DAX30指数跌0.91%，英国富时100指数跌0.27%，法国CAC40指数跌1.2%，欧洲斯托克50指数跌0.77%。4、纽约原油期货价格周二收跌1.65%原油期货价格周二收跌。最终，美国WTI 7月原油期货收跌1.65%，报118.93美元/桶，创6月6日以来新低，6月7日以来首次收于120美元下方；布伦特8月原油期货收跌0.90%，报121.17美元/桶，创6月7日以来收盘新低。5、纽约黄金期货周三收跌1% 联储加息预期施压纽约黄金期货价格周二收跌。美元继续攀升并触及20年高位，削弱了黄金对投资者的避险吸引力。美联储将在周三公布货币政策会议结果，市场押注美联储大幅加息。最终，COMEX 8月黄金期货收跌1.0%，报1813.50美元/盎司，尽管跌幅不及周一收跌2.3%所创的3月9日以来最大日跌幅，仍创5月13日以来主力合约收盘新低，自5月18日以来首次收盘跌破1820美元。6、美联储激进加息已在路上？美元指数续刷近20年来新高在美国5月份通胀数据创下40多年来的最高水平后，人们对美联储紧缩路径的担忧加剧，美元指数周二续刷近20年来的最高水平。ICE美元指数周二盘中上涨逾0.1%，日内一度攀升至105.48，为2002年12月以来的最高水平。对冲基金Caxton伦敦部门市场情报主管Michael Brown表示：“美元仍是外汇市场中表现最好的货币，美联储的强硬立场可能会为美元进一步走高提供必要的催化剂。”国际宏观1、美媒：拜登告诉内阁成员，他倾向于放宽特朗普时期部分对华关税据环球网报道，美国Axios网站当地时间6月14日独家报道称，拜登倾向于放宽特朗普时期的一些对华关税。有知情人士爆料，美国总统拜登上周在白宫椭圆形办公室与内阁主要成员会面时表示，他倾向于从特朗普时期对中国输美产品加征关税的清单中移除一些产品。2、白宫：拜登将于7月中旬访问中东地区据央视新闻报道，当地时间6月14日，美国白宫发表声明称，美国总统拜登将于7月13日至16日访问中东地区，并出席海湾阿拉伯国家合作委员会与埃及、伊拉克和约旦共同举办的峰会。拜登还将与中东地区的领导人会面。声明表示，拜登中东之行的第一站为以色列。之后拜登还将访问约旦河西岸，与巴勒斯坦民族权力机构协商，随后将前往沙特阿拉伯。此外，拜登将于下周前往欧洲参加G7峰会和北约峰会。3、美国5月PPI增速仍居高不下6月14日周二，美国劳工部发布的数据显示，美国5月PPI同比增长10.8%，略低于预期与上月修正后10.9%的增幅。环比上涨0.4%，与上月的0.8%相比有所回落。数据表明，美国通胀或在长时间内保持在较高水平。摩根大通和富国银行等多家投行预计美联储本周将加息75个基点，这将是1994年以来的最大加息幅度。4、美联储逆回购工具使用量创下2.224万亿美元的新纪录美联储隔夜逆回购工具的使用量周二连续第六个交易日创新高。97个参与方动用2.224万亿美元，高于6月13日创下的2.213万亿美元的纪录。该工具的利率为0.80%，有助于暂时减少银行体系中的准备金余额。5、世卫组织将评估猴痘疫情是否构成“国际关注的突发公共卫生事件”世界卫生组织14日表示，将于本月23日召开世卫组织紧急委员会会议，评估目前在全球多国暴发的猴痘疫情是否构成“国际关注的突发公共卫生事件”。世卫组织总干事谭德塞14日在记者会上表示，猴痘疫情在全球暴发是不寻常且令人担忧的。根据《国际卫生条例》规定，世卫组织紧急委员会决定于23日召开会议，评估目前猴痘疫情是否构成“国际关注的突发公共卫生事件”。6、俄总统助理：普京没有同拜登会晤的计划当地时间6月14日，俄罗斯总统助理乌沙科夫通报了未来一段时期俄总统普京的活动日程，其中包括参加金砖国家领导人峰会以及将于9月举行的上海合作组织成员国首脑峰会和10月举行的独联体成员国元首理事会会议。乌沙科夫指出，普京没有同美国总统拜登会晤的计划；同乌克兰总统泽连斯基会面的可能性并不排除，但需对此进行相应准备。7、俄罗斯通过“北溪”天然气管道的输气量或将下降40% 欧洲天然气价格大涨20%欧洲天然气价格上涨20％，突破100欧元/兆瓦时。媒体报道称，俄罗斯通过“北溪”天然气管道的输气量或将下降40%。据央视新闻，俄罗斯天然气工业股份公司表示，“北溪”天然气管道的输气量可能由1.67亿立方米/日降至1亿立方米/日，输气量下降的主要原因是德国西门子公司没有及时将送修的气体泵送装置运回俄罗斯，导致波尔多瓦娅天然气压缩站目前仅有3台气体泵送装置可运行。8、埃及苏伊士运河管理局：减免部分过往船舶通行费据央视新闻报道，当地时间6月14日，埃及苏伊士运河管理局发表声明，宣布对部分船舶驶经该运河产生的通行费实行减免。声明称，来自或驶往美国海港、加勒比海港，驶往南亚次大陆西部港口（巴基斯坦卡拉奇港、印度科钦港等）的石油及天然气运输船将获得35%的普通运输通行费用减免。苏伊士运河管理局同时宣布将液化石油气运输船的通行费减免期限延长至2022年年底，减免幅度从20%至75%不等。俄乌局势1、美国与G7伙伴在研究对俄采取更严厉制裁乌总统泽连斯基当地时间13日在接受德国媒体采访时表示，乌方愿同俄罗斯继续进行双边谈判，但条件是俄方做好结束战争的准备。据白宫发布的文件显示，美国总统拜登6月13日将对白俄罗斯政府的单边制裁措施再延长一年。2、泽连斯基与加拿大总理特鲁多通电话当地时间14日，乌克兰总统泽连斯基与加拿大总理特鲁多进行了通话，讨论了双方防务合作以及协调应对俄罗斯的下一步行动。乌克兰总统泽连斯基在其社交媒体上宣布了这一消息，并对加拿大的支持表示感谢。3、乌农业部长警告：俄乌冲突将导致乌克兰小麦连续三季度减产乌克兰农业部长Mykola Solskyi近日在接受采访时表示，俄乌冲突导致乌克兰大部分小麦无法进入市场，全球小麦短缺将至少持续三个季度，从而推动价格涨至创纪录水平。乌克兰是全球重要的粮食供应国，然而，俄乌冲突爆发后，该国的海上粮食出口路线被俄罗斯封锁，还面临着其他一系列问题，例如粮食储存空间不足等。4、乌国防部副部长：目前只收到西方国家所声称提供武器装备总量的10%当地时间14日，乌克兰国防部副部长马里亚尔在参加一档电视节目时表示，目前乌方只收到西方国家所声称提供武器装备总量的10%。5、俄罗斯外交部宣布将49名英国公民列入制裁名单当地时间14日，俄罗斯外交部发表声明，宣布将来自英国媒体和英国国防军工部门的49人列入制裁名单。根据俄外交部网站发表的声明，俄外交部将来自《卫报》等英国媒体的29人列入禁止入境名单。理由是这些人参与故意散播有关俄罗斯和乌克兰的虚假和片面信息，助长了英国社会的恐俄情绪。此外，包括国防国务大臣杰里米·奎因在内的20名英国国防军工部门人员因参与向乌克兰供应武器的决定也被列入制裁名单。公司新闻1、特斯拉在印销售电动车计划被搁置 公司印度政策主管辞职两位知情人士称，特斯拉搁置在印度销售电动汽车的计划数周后，一位领导特斯拉在印游说工作的关键管理人员已辞职。据报道，特斯拉在印政策和业务发展主管Manuj Khurana于2021年3月受聘，在为特斯拉制定进入印度市场的计划中发挥了关键作用。在一年多的时间里，Khurana游说印度政府将电动汽车的进口税从高达100%削减到40%。印度政府坚持认为，特斯拉必须首先承诺在印度本地生产汽车，然后才能提供优惠。由于谈判陷入僵局，特斯拉已搁置在印度销售汽车的计划。2、马斯克：Lucid和Rivian正在走向破产，除非他们发生重大改变据Electrek报道，埃隆·马斯克在接受特斯拉硅谷车主俱乐部采访时表示，“除非Rivian和Lucid发生重大改变，否则他们都会破产。”他补充称，“我希望他们能做点什么，但除非他们能大幅削减成本，否则将陷入大麻烦，最终将像特斯拉和福特之外其他车企一样进入汽车墓地。”3、巴菲特午餐拍卖叫价已超过300万美元股神巴菲特的最后一次慈善午餐拍卖已于北京时间6月13日10:30开始，预计将于6月18日10:30结束。根据eBay网站信息，目前竞拍价已经超过300万美元。4、直播间爆火出圈 东方甄选5万月薪招主播东方甄选近7天涨粉达157.9万，在以董宇辉为代表的个性名师出圈后，东方甄选的市场化之路也同步起航。新东方在线旗下品牌东方甄选也开始在招聘网站发布招聘信息显示，东方甄选给抖音双语主播开出的月薪为5万-6万元。5、巴菲特向基金会捐赠价值约40亿美元的伯克希尔股份据路透报道，伯克希尔哈撒韦公司表示，沃伦·巴菲特已向5个基金会捐赠14,414,136股伯克希尔哈撒韦B类股份。据计算，这些股份的价值将达到约40亿美元。6、可口可乐将非洲公司IPO推迟至2023年可口可乐公司发布声明称，将推迟可口可乐非洲饮料公司（CCBA）通过IPO公开上市的计划。可口可乐表示，将继续评估宏观经济状况，以决定未来2023年的上市时间，CCBA的IPO计划保持不变。","news_type":1,"symbols_score_info":{"ZWmain":1,".SPX":1,".IXIC":1,".DJI":1}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034512694,"gmtCreate":1647917720179,"gmtModify":1676534280045,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568795433177386","idStr":"3568795433177386"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034512694","repostId":"1129199259","repostType":4,"repost":{"id":"1129199259","kind":"news","pubTimestamp":1647874342,"share":"https://ttm.financial/m/news/1129199259?lang=en_US&edition=fundamental","pubTime":"2022-03-21 22:52","market":"us","language":"zh","title":"Night Reading | Munger: Do these things well, and the road to financial freedom is simple.","url":"https://stock-news.laohu8.com/highlight/detail?id=1129199259","media":"期乐会","summary":"芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。几十年以来，在股神巴菲特的光环背后默默站着一个人，他就是查理·芒格。他们年轻时相识，彼此","content":"<p><html><head></head><body>Munger believes that everyone who wants to participate in the investment game must understand their own nature and must consider their marginal utility and psychological tolerance before starting to invest. For decades, one person has stood silently behind the halo of Warren Buffett: Charlie Munger. They met when they were young, admired each other, and shared similar values. Buffett bluntly said: Without Munger, I would be much poorer than I am now. I cannot express my gratitude to him. They are equally intelligent life partners and co-creators of the investment miracle of 19.2% compound annual growth rate in 1951. The difference is that Munger is far too low-key. Every spring, thousands of people travel to Omaha, Nebraska, for Berkshire Hathaway's annual shareholder meeting to see Buffett, but they are also very interested in the man on stage who sits next to Buffett and occasionally helps the Omaha sage answer questions.</p><p>The performance usually goes like this:</p><p>Buffett answers the questions first, and he decides how long. When the time comes, he will turn to Munger and ask: Do you have anything else to add? Munger sat there motionless and answered simply and bluntly: Nothing to add. Occasionally, Munger will offer some views based on his rich experience and expertise, and then talk about them in a short paragraph. Once Munger opens his mouth, the audience listens intently to his thoughts. In his pursuit of life wisdom, he doesn't care whether he stands in the spotlight or not. He even wants his wealth to stay just below the level of the Forbes rich list so he can avoid the spotlight and public attention. Warren Buffett's eldest son once said: \"My dad is the second smartest person I know, and Charlie Munger is the first.\"</p><p>Munger is an outstanding investment thinker, but he wasn't born that way. In his only authorized biography, \"The Master Behind Warren Buffett: A Biography of Charlie Munger,\" he reveals the details of his thinking and the keys to becoming an investment guru.</p><p>I. Self-improvement is the most important thing</p><p>Munger believes, \"To win first place, you must gain an advantage; never stand still. I always do better than everyone else as soon as I get into a certain business. Why? The answer is to improve your skills through self-study; that's the truly effective and good idea.\"</p><p><b>Munger's self-study is about never-ending self-improvement.</b>On this path of self-improvement, he values three things most:</p><p><b>First, think independently.</b></p><p>He said that if you rely entirely on others in your thinking process and always listen to their so-called \"professional opinions,\" once you leave your own little world, disaster will befall you.</p><p>Graham is Warren Buffett's teacher, the pioneer of value investing, and the main source of Buffett's early investment ideas. However, Munger did not fully agree with Graham, believing that many of Graham's views ignored reality. \"Graham had a blind spot in his thinking; he didn't realize that some businesses were worth investing in upfront.\"</p><p>It is in this respect that Buffett believes Munger had the greatest influence on him, using his strong willpower to free him from Graham's limited views and push him in the direction of \"buying high-quality assets at the right price\".</p><p>It is precisely because of this that Buffett said, \"Without Munger, I would be much poorer than I am now.\" The much-talked-about classic investment case of Warren Buffett buying BYD and making more than 20 times his investment was also a decision that Buffett made after Munger's strong insistence. \"I really wanted to say that investing in BYD was my decision, but no. Investing in BYD wasn't my decision, nor was it my investment team's decision. Instead, one day Munger called me and said: We have to invest in BYD.\"</p><p>Munger never blindly follows experts in life. He has his own doctors and accountants, and he will consult their opinions, but he will not trust them completely. He considered what they said, then studied it himself, and finally came to a conclusion.</p><p><b>Secondly, the benefits of reading are beyond imagination.</b></p><p>Munger is an avid reader. His room, bed, and chair are full of books, but he is not a fan of novels. He reads either business, biography, history, or science fiction, all of which are based on facts.</p><p>Munger said, \"I am very clear about why I collect this information. Before I start, I figure out what facts I want to know, and then I judge whether the data I see aligns with the basic concepts. A lot of purposeful reading can subconsciously develop a habit of connecting what I read with the basic concepts, and gradually accumulate wisdom about investing.\" It's impossible to become a truly excellent investor without extensive reading.</p><p>Munger believes that reading business magazines is a shortcut.</p><p>Buffett and I have learned more from excellent business magazines than anywhere else. It's so simple and effective that you can gain a wide variety of business experiences by quickly skimming through issue after issue. He said that if you want to be smart, you have to keep asking why, why, why.</p><p>Munger is also a biography fanatic. He believes that to grasp some effective and great ideas, it is best to combine them with the lives and personalities of great people. \"Making friends with deceased great people who think the right way\" sounds ridiculous, but if you do it your whole life, it will definitely be very beneficial.</p><p>Munger has studied the lives and scientific works of Einstein, Darwin, and Newton, but his favorite late great man has always been Franklin. Munger admired Franklin as one of the best writers, investors, scientists, diplomats, and businessmen in the United States at the time, who also made great contributions to education and social welfare.</p><p>It was from Franklin that Munger developed the idea of becoming talented and free to contribute to human society. \"I've always been more interested in being a useful person than simply getting rich.\"</p><p><b>Third, the necessary interdisciplinary thinking.</b></p><p>Munger believes that people with only a single discipline mindset are like people with only a hammer. And as the famous saying goes, any problem looks like a nail to someone who only has a hammer. People with a single-discipline mindset have significant limitations.</p><p>To develop interdisciplinary thinking, Munger's suggestion is that we should not expect everyone to have a mastery of celestial mechanics that is on par with Laplace's, nor should we expect ordinary people to reach such a superb level in other fields of knowledge.</p><p>Conversely, there are not many truly important concepts in each discipline; you only need a general understanding to grasp the essence. As long as you master the most basic principles and concepts in a discipline, and then continuously apply them, practicing using multidisciplinary thinking to solve practical problems, you can eventually gain an advantage.</p><p>He used himself as an example: he had never seriously studied psychology, but he was interested in it and did some self-study. With the content of his self-study, he gained a huge advantage in investing and life. As a law student, my professional studies are far removed from the natural sciences, but because I have diligently studied mathematics and physics and mastered some thinking methods in the natural sciences, I have gained an overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by looking for the simplest and most direct answers. The easiest way is always the best way. I also learned from mathematicians to look at problems backwards, or from the opposite side, reverse, and reverse again. Second, in Munger's eyes, the path to financial freedom is simple.</p><p><b>1. Fully understand yourself</b></p><p>Munger believes that everyone who wants to participate in the investment game must understand their own nature and must consider their marginal utility and psychological tolerance before starting to invest.</p><p>If losses cause you pain—and some losses are unavoidable—then you should choose a very conservative approach to investing and saving for the rest of your life. You must incorporate your nature and talent into your investment strategy; there is no one-size-fits-all investment strategy.<b>2. Invest in good businesses</b></p><p>Before acquiring See's Candy, Buffett and Munger were professionals at finding bargains. \"If they had asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were just that stupid.\"</p><p>When they discovered that See's was a great business, Munger realized that acquiring a quality business and keeping it running was much easier and more enjoyable than buying a struggling company at a very low price and then spending time and effort trying to save it.</p><p>Buffett said that if they hadn't bought Seesee candy, they probably wouldn't have bought Coca-Cola in the future. Munger said:</p><p>I learned a lot from Seesee Candy: the way we think and act must stand the test of time. This experience has helped us make smarter acquisitions elsewhere and make better decisions.<b>3. Learn to judge whether a business is a good business.</b></p><p>Munger has unusually accurate judgment about business. Warren Buffett once said, \"Munger can analyze and evaluate any trade faster and more accurately than anyone else in the world. He can see every possible flaw in 60 seconds; he's a perfect partner.\"</p><p>Munger believes that to judge whether a business is a good business, one needs to ask how long this situation can last.</p><p>I only know one way to answer this question: think about what caused the current situation—and then figure out how long it will take for the driving forces that caused those results to disappear.<b>4. What should the stock price be when buying stocks in the stock market?</b></p><p>The ability to answer this question explains why some people succeed in investing and others do not. \"But then again, if this problem weren't a little difficult, everyone would become rich,\" Munger firmly believed.</p><p>Long-term observation of industry conditions will give investors better insight into answering this question.</p><p>There used to be many downtown department stores that seemed invincible. The shop owner offers customers a wide range of shopping options, has strong purchasing power, and also owns the most expensive property in the city, with multiple tram lines passing by on the corner of the shopping mall. However, over time, private cars became the main mode of transportation. The tram tracks disappeared, customers moved to the suburbs, and shopping malls became the main shopping destinations. Some simple changes in our lives can completely change the long-term value of a business.<b>5. Consider the redundancy factor</b></p><p>Munger said that although few companies survive, every company should be created with the expectation that it will last for many years. \"Building a dangerous bridge is a crime, but how noble is it to establish a fragile company?\" Therefore, Munger believes that a company's \"redundancy factor\" should be considered. Just as a redundancy factor is needed to cope with extreme pressures when building a bridge, a company should also be able to withstand pressures from competitors, economic recessions, oil crises, and other natural and man-made disasters. Excessive use of leverage or debt can leave a company vulnerable to economic storms.</p><p>Many Chinese investors have found that Munger possesses a spirit and tradition similar to that of a traditional Chinese scholar-official—he acquires wisdom through learning, achieves business success entirely through his own self-cultivation, upholds his ideals and beliefs, adheres to moral principles, is rational, honest, optimistic, and full of ultimate care for society. Reading Munger's biography and understanding him is an unusual journey to explore ways to succeed in the business world.</p><p><b>Munger's memorable quote:</b></p><p>You must do business with people of high standards, and never wrestle with a pig, because if you do, you will both get dirty, but the pig will enjoy it.</p><p>The difference between a good company and a bad company is that in a good company you make one easy decision after another, while in a bad company the decisions are often extremely painful.</p><p>I'm a biography freak myself; for example, if you became friends with Adam Smith, you would definitely learn economics better. Making friends with deceased greats sounds ridiculous, but if you do it your whole life, you'll benefit greatly.</p><p>Investing in games ultimately involves making more accurate predictions about the future than others. How can we achieve this? One approach is to conduct this competition in a limited number of areas. If you try to predict the future of everything, you will fail for lack of expertise.</p><p>If you want to be smart, you have to keep asking why? And why? And why? At the same time, you must also connect the answer to a systematic, deeper theory. You must know the main theories. This will be a little laborious, but full of fun.</p><p>Munger never instructs people on what exactly they should do. What he gave his audience was a map where the treasures of wisdom could be found. Only when you truly understand the meaning of the instructions and follow them to the end will the treasure gates open for you.</p><p></body></html></p>","source":"lsy1645511055786","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>Night Reading | Munger: Do these things well, and the road to financial freedom is simple.</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\">\nNight Reading | Munger: Do these things well, and the road to financial freedom is simple.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">期乐会</strong><span class=\"h-time small\">2022-03-21 22:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Munger believes that everyone who wants to participate in the investment game must understand their own nature and must consider their marginal utility and psychological tolerance before starting to invest. For decades, one person has stood silently behind the halo of Warren Buffett: Charlie Munger. They met when they were young, admired each other, and shared similar values. Buffett bluntly said: Without Munger, I would be much poorer than I am now. I cannot express my gratitude to him. They are equally intelligent life partners and co-creators of the investment miracle of 19.2% compound annual growth rate in 1951. The difference is that Munger is far too low-key. Every spring, thousands of people travel to Omaha, Nebraska, for Berkshire Hathaway's annual shareholder meeting to see Buffett, but they are also very interested in the man on stage who sits next to Buffett and occasionally helps the Omaha sage answer questions.</p><p>The performance usually goes like this:</p><p>Buffett answers the questions first, and he decides how long. When the time comes, he will turn to Munger and ask: Do you have anything else to add? Munger sat there motionless and answered simply and bluntly: Nothing to add. Occasionally, Munger will offer some views based on his rich experience and expertise, and then talk about them in a short paragraph. Once Munger opens his mouth, the audience listens intently to his thoughts. In his pursuit of life wisdom, he doesn't care whether he stands in the spotlight or not. He even wants his wealth to stay just below the level of the Forbes rich list so he can avoid the spotlight and public attention. Warren Buffett's eldest son once said: \"My dad is the second smartest person I know, and Charlie Munger is the first.\"</p><p>Munger is an outstanding investment thinker, but he wasn't born that way. In his only authorized biography, \"The Master Behind Warren Buffett: A Biography of Charlie Munger,\" he reveals the details of his thinking and the keys to becoming an investment guru.</p><p>I. Self-improvement is the most important thing</p><p>Munger believes, \"To win first place, you must gain an advantage; never stand still. I always do better than everyone else as soon as I get into a certain business. Why? The answer is to improve your skills through self-study; that's the truly effective and good idea.\"</p><p><b>Munger's self-study is about never-ending self-improvement.</b>On this path of self-improvement, he values three things most:</p><p><b>First, think independently.</b></p><p>He said that if you rely entirely on others in your thinking process and always listen to their so-called \"professional opinions,\" once you leave your own little world, disaster will befall you.</p><p>Graham is Warren Buffett's teacher, the pioneer of value investing, and the main source of Buffett's early investment ideas. However, Munger did not fully agree with Graham, believing that many of Graham's views ignored reality. \"Graham had a blind spot in his thinking; he didn't realize that some businesses were worth investing in upfront.\"</p><p>It is in this respect that Buffett believes Munger had the greatest influence on him, using his strong willpower to free him from Graham's limited views and push him in the direction of \"buying high-quality assets at the right price\".</p><p>It is precisely because of this that Buffett said, \"Without Munger, I would be much poorer than I am now.\" The much-talked-about classic investment case of Warren Buffett buying BYD and making more than 20 times his investment was also a decision that Buffett made after Munger's strong insistence. \"I really wanted to say that investing in BYD was my decision, but no. Investing in BYD wasn't my decision, nor was it my investment team's decision. Instead, one day Munger called me and said: We have to invest in BYD.\"</p><p>Munger never blindly follows experts in life. He has his own doctors and accountants, and he will consult their opinions, but he will not trust them completely. He considered what they said, then studied it himself, and finally came to a conclusion.</p><p><b>Secondly, the benefits of reading are beyond imagination.</b></p><p>Munger is an avid reader. His room, bed, and chair are full of books, but he is not a fan of novels. He reads either business, biography, history, or science fiction, all of which are based on facts.</p><p>Munger said, \"I am very clear about why I collect this information. Before I start, I figure out what facts I want to know, and then I judge whether the data I see aligns with the basic concepts. A lot of purposeful reading can subconsciously develop a habit of connecting what I read with the basic concepts, and gradually accumulate wisdom about investing.\" It's impossible to become a truly excellent investor without extensive reading.</p><p>Munger believes that reading business magazines is a shortcut.</p><p>Buffett and I have learned more from excellent business magazines than anywhere else. It's so simple and effective that you can gain a wide variety of business experiences by quickly skimming through issue after issue. He said that if you want to be smart, you have to keep asking why, why, why.</p><p>Munger is also a biography fanatic. He believes that to grasp some effective and great ideas, it is best to combine them with the lives and personalities of great people. \"Making friends with deceased great people who think the right way\" sounds ridiculous, but if you do it your whole life, it will definitely be very beneficial.</p><p>Munger has studied the lives and scientific works of Einstein, Darwin, and Newton, but his favorite late great man has always been Franklin. Munger admired Franklin as one of the best writers, investors, scientists, diplomats, and businessmen in the United States at the time, who also made great contributions to education and social welfare.</p><p>It was from Franklin that Munger developed the idea of becoming talented and free to contribute to human society. \"I've always been more interested in being a useful person than simply getting rich.\"</p><p><b>Third, the necessary interdisciplinary thinking.</b></p><p>Munger believes that people with only a single discipline mindset are like people with only a hammer. And as the famous saying goes, any problem looks like a nail to someone who only has a hammer. People with a single-discipline mindset have significant limitations.</p><p>To develop interdisciplinary thinking, Munger's suggestion is that we should not expect everyone to have a mastery of celestial mechanics that is on par with Laplace's, nor should we expect ordinary people to reach such a superb level in other fields of knowledge.</p><p>Conversely, there are not many truly important concepts in each discipline; you only need a general understanding to grasp the essence. As long as you master the most basic principles and concepts in a discipline, and then continuously apply them, practicing using multidisciplinary thinking to solve practical problems, you can eventually gain an advantage.</p><p>He used himself as an example: he had never seriously studied psychology, but he was interested in it and did some self-study. With the content of his self-study, he gained a huge advantage in investing and life. As a law student, my professional studies are far removed from the natural sciences, but because I have diligently studied mathematics and physics and mastered some thinking methods in the natural sciences, I have gained an overall thinking advantage. He said:</p><p>I learned from physicists to solve problems by looking for the simplest and most direct answers. The easiest way is always the best way. I also learned from mathematicians to look at problems backwards, or from the opposite side, reverse, and reverse again. Second, in Munger's eyes, the path to financial freedom is simple.</p><p><b>1. Fully understand yourself</b></p><p>Munger believes that everyone who wants to participate in the investment game must understand their own nature and must consider their marginal utility and psychological tolerance before starting to invest.</p><p>If losses cause you pain—and some losses are unavoidable—then you should choose a very conservative approach to investing and saving for the rest of your life. You must incorporate your nature and talent into your investment strategy; there is no one-size-fits-all investment strategy.<b>2. Invest in good businesses</b></p><p>Before acquiring See's Candy, Buffett and Munger were professionals at finding bargains. \"If they had asked for another $100,000, we wouldn't have bought it,\" Munger said. \"We were just that stupid.\"</p><p>When they discovered that See's was a great business, Munger realized that acquiring a quality business and keeping it running was much easier and more enjoyable than buying a struggling company at a very low price and then spending time and effort trying to save it.</p><p>Buffett said that if they hadn't bought Seesee candy, they probably wouldn't have bought Coca-Cola in the future. Munger said:</p><p>I learned a lot from Seesee Candy: the way we think and act must stand the test of time. This experience has helped us make smarter acquisitions elsewhere and make better decisions.<b>3. Learn to judge whether a business is a good business.</b></p><p>Munger has unusually accurate judgment about business. Warren Buffett once said, \"Munger can analyze and evaluate any trade faster and more accurately than anyone else in the world. He can see every possible flaw in 60 seconds; he's a perfect partner.\"</p><p>Munger believes that to judge whether a business is a good business, one needs to ask how long this situation can last.</p><p>I only know one way to answer this question: think about what caused the current situation—and then figure out how long it will take for the driving forces that caused those results to disappear.<b>4. What should the stock price be when buying stocks in the stock market?</b></p><p>The ability to answer this question explains why some people succeed in investing and others do not. \"But then again, if this problem weren't a little difficult, everyone would become rich,\" Munger firmly believed.</p><p>Long-term observation of industry conditions will give investors better insight into answering this question.</p><p>There used to be many downtown department stores that seemed invincible. The shop owner offers customers a wide range of shopping options, has strong purchasing power, and also owns the most expensive property in the city, with multiple tram lines passing by on the corner of the shopping mall. However, over time, private cars became the main mode of transportation. The tram tracks disappeared, customers moved to the suburbs, and shopping malls became the main shopping destinations. Some simple changes in our lives can completely change the long-term value of a business.<b>5. Consider the redundancy factor</b></p><p>Munger said that although few companies survive, every company should be created with the expectation that it will last for many years. \"Building a dangerous bridge is a crime, but how noble is it to establish a fragile company?\" Therefore, Munger believes that a company's \"redundancy factor\" should be considered. Just as a redundancy factor is needed to cope with extreme pressures when building a bridge, a company should also be able to withstand pressures from competitors, economic recessions, oil crises, and other natural and man-made disasters. Excessive use of leverage or debt can leave a company vulnerable to economic storms.</p><p>Many Chinese investors have found that Munger possesses a spirit and tradition similar to that of a traditional Chinese scholar-official—he acquires wisdom through learning, achieves business success entirely through his own self-cultivation, upholds his ideals and beliefs, adheres to moral principles, is rational, honest, optimistic, and full of ultimate care for society. Reading Munger's biography and understanding him is an unusual journey to explore ways to succeed in the business world.</p><p><b>Munger's memorable quote:</b></p><p>You must do business with people of high standards, and never wrestle with a pig, because if you do, you will both get dirty, but the pig will enjoy it.</p><p>The difference between a good company and a bad company is that in a good company you make one easy decision after another, while in a bad company the decisions are often extremely painful.</p><p>I'm a biography freak myself; for example, if you became friends with Adam Smith, you would definitely learn economics better. Making friends with deceased greats sounds ridiculous, but if you do it your whole life, you'll benefit greatly.</p><p>Investing in games ultimately involves making more accurate predictions about the future than others. How can we achieve this? One approach is to conduct this competition in a limited number of areas. If you try to predict the future of everything, you will fail for lack of expertise.</p><p>If you want to be smart, you have to keep asking why? And why? And why? At the same time, you must also connect the answer to a systematic, deeper theory. You must know the main theories. This will be a little laborious, but full of fun.</p><p>Munger never instructs people on what exactly they should do. What he gave his audience was a map where the treasures of wisdom could be found. Only when you truly understand the meaning of the instructions and follow them to the end will the treasure gates open for you.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/JhLeIViECJAVJNuuvMNDPA\">期乐会</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/JhLeIViECJAVJNuuvMNDPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129199259","content_text":"芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。几十年以来，在股神巴菲特的光环背后默默站着一个人，他就是查理·芒格。他们年轻时相识，彼此欣赏，价值观高度一致，巴菲特毫不讳言地说：没有芒格，我会比现在贫穷很多。我对他的感激无以言表。他们是智慧相当的人生合伙人，是51年年复合增长率19.2%的投资奇迹共同的创造者，不同之处在于芒格实在过于低调。每年春天，数以千计的人前往位于内布拉斯加州的奥马哈参加伯克希尔公司的年度股东大会，他们是去看巴菲特的，不过对台上那个坐在巴菲特身边，时不时帮助这位奥马哈智者回答问题的人，他们也非常感兴趣。表演通常是这样进行的：巴菲特先回答问题，时间长短由他决定。临了，他会转向芒格，问道：你还有什么要补充的吗？芒格一动不动地端坐在那里，回答简单而粗率：没什么要补充的。偶尔，芒格基于自身丰富的阅历和经验，也会提出一些观点，然后说上一小段。一旦芒格开口说话，听众们都会全神贯注地听他发表看法。在追寻人生智慧的途中，他不在意自己是否站在聚光灯下。甚至，他希望自己的财富恰好保持在福布斯富豪榜名单的水准之下，这样他就能避开聚光灯，免受公众的关注。巴菲特的长子曾说：我爸是我认识的人中第二聪明的，查理•芒格第一。芒格是一位杰出的投资思想家，但他并非生来如此，他在自己唯一授权的传记《巴菲特幕后智囊：查理·芒格传》一书中，展示了自己思考的细节和成为投资大咖的关键。一、自我提升最重要芒格认为：\"要想赢得第一，就必须占得先机，千万不要原地踏步。我总是刚刚涉足某一业务就比其他人干得都要好。为什么？答案就是通过自学来提高修养，这才是真正行之有效的好主意。\"芒格说的自学，就是永不停歇的自我提升。在这条自我提升之路上，他最看重的有三点：首先，独立思考。他说，如果你在思考过程中完全依赖他人，总是听别人的所谓“专业意见”，一旦你离开自己的小天地，就会大难临头。格雷厄姆是巴菲特的老师，价值投资的开山鼻祖，巴菲特前期投资思想的主要来源。但芒格并不完全认同格雷厄姆，他认为格雷厄姆很多观点无视现实情况。“格雷厄姆思想中有盲点，他没有意识到有的生意值得提前投入。”正是在这一点上，巴菲特认为芒格对他的影响最大，用强大的意志力把他从格雷厄姆有局限性的观点中释放出来，推向了\"以合适价格买优质资产\"这个方向。也正是因为这一点，巴菲特才说，\"没有芒格，我会比现在贫穷很多\"。大家津津乐道的巴菲特购买比亚迪，大赚20多倍的经典投资案例，也是在芒格极力坚持下，巴菲特才做出的决定。\"我很想说投资比亚迪是我的决定，但不是，投资比亚迪不是我的决定，也不是我的投资团队的决定，而是有一天芒格打电话给我说：我们必须投资比亚迪。\"芒格在生活中也绝不盲从专家，他有自己的医生、会计师，他会参考他们的意见，但不会全信。他斟酌他们说的，然后自己研究，最后才得出结论。其次，阅读的作用超乎想象。芒格是一个如饥似渴的读书人，他的房间里、床上、椅子上到处是书，但他并不是一个小说迷，他看的不是商业类、传记类就是历史类或者科技类，都是以事实为基础的。芒格说：\"我对自己为什么要搜集这些信息十分清晰。在开始之前就想好要了解哪些事实，然后去判断所看到的数据是否符合基本概念。大量有目的的阅读可以让人在潜意识里养成一种习惯，把读到的东西和基本概念联系起来，逐渐就会累积起有关投资的智慧。如果没有进行过大量的阅读，不可能成为一个真正出色的投资人。\"芒格认为，阅读商业杂志是一条捷径。巴菲特和我从优秀的商业类杂志中学到的比其他任何地方学到的都要多，只要很快地翻阅一期又一期的杂志，就可以得到各种各样的商业经验，这种方法是如此简单而有效。他说，你要想变得聪明一点，就必须不断地问为什么、为什么、为什么。芒格还是一个传记狂。他认为，要掌握一些行之有效的伟大观念时，最好和伟人的生平和个性结合起来。\"和思路正确的离世伟人交朋友\"听起来滑稽，但是如果一生都这样做，绝对大有裨益。芒格研究过爱因斯坦、达尔文和牛顿的生平和科学著作，不过他最喜欢的离世伟人从来都是富兰克林。芒格欣赏富兰克林是当时美国最好的作家、投资家、科学家、外交家、商人，同时为教育和社会福利事业做出了巨大的贡献。芒格正是从富兰克林那里形成了一种观念：要变得富有才能自由地为人类社会做贡献。\"我从来都对成为一个有用的人兴趣更大，而不是单纯地变得有钱\"。第三，必需的跨学科思维。芒格认为，只有单一学科思维的人，就像只有一把锤子的人。而就像那句著名的谚语说的那样，对只有一把锤子的人来说，任何问题看起来都很像钉子。单一学科思维的人具有很大局限性。而要形成跨学科思维，芒格的建议是，不能苛求每个人对天体力学的掌握达到与拉普拉斯并驾齐驱的地步，也不应苛求普通人在其他知识领域也达到如此精湛的水平。相反，每门学科真正重要的概念并不多，只需要大体了解，就能掌握精髓。而只要掌握学科中最基本的原理和概念，然后不断运用，练习用多种学科思维来解决实际问题，最终就能让自己形成优势。他用自己举例：从来没正经学过心理学，但对心理学有兴趣，进行了一些自学，凭借自学的内容，就在投资和生活中获得了巨大优势；作为法学院的学生，专业学习离自然科学很远，但因为认真学过数学课和物理课，掌握了自然科学的一些思考方法，就获得了整体的思维优势。他说：我从物理学家那里学会了通过寻找最简单、最直接的答案来解决问题。最容易的方法永远都是最好的方法。我又从数学家那里学会了将问题倒过来看，或者从反面去看，反转，再反转。二、在芒格眼里，通往财富自由之路是简单的1.充分了解自己芒格认为，每个人想参与投资游戏的人都必须了解自己的天性，都必须在考虑自己的边际效用和心理承受能力后才能开始投资。如果亏损会让你痛苦——而且有些亏损是不可避免的——那你毕生都应该选择一种非常保守的投资和储蓄方式。你必须将自己的天性和天分融入自己的投资策略中，没有一种普遍适用的投资策略。2.要投好生意在收购喜诗糖果之前，巴菲特和芒格还是捡便宜专业户。\"要是他们再多要10万美元，我们就不会买了，\"芒格说，\"我们当时就是那么愚蠢\"。当他们发现喜诗糖果是一桩出色的生意后，芒格意识到，收购一笔优质业务让它继续运作下去，比买下一家价格很低却在苦苦挣扎的公司，然后费时费力去拯救它要容易和愉快得多。巴菲特说，如果没有买喜诗糖果，那他们可能后面也就不会买可口可乐了。芒格则说：从喜诗糖果我学到了很多：思考和行事方式必须经得起时间的考验。这样的经验让我们在其他地方的收购更为明智，做出了更好的决定。3.要学会判断一门生意是不是好生意芒格对于生意有异乎寻常的准确判断。巴菲特曾经说，\"芒格能比世界上任何人更快更准地分析和评估任何一项交易。他能在60秒内看到所有可能的缺陷，他是一个完美的合伙人。\"芒格认为，要判断一门生意是不是好生意，就需要问这样的情况能持续多久？我只知道一种方法来回答这个问题，那就是思考：是什么造成了现在的局面——然后去弄明白造成这些结果的动力多久后将不复存在。4.在股市里买股票，股价应该是多少是否有能力回答这个问题就解释了为什么有人投资成功而有人没有。\"不过话说回来，要不是这个问题有一点难度的话，每个人都会变得有钱。\"芒格坚定地认为。长期观察行业情况会让投资者在回答这个问题上有更好的洞察力。以前有很多市中心百货商店，看来是不可战胜的。店主为顾客提供大量购物选择、购买力强大，还拥有城里最贵的物业，商场街角多条有轨电车线路经过。然而，随着时间的推移，私家车成了主要的交通模式。有轨电车的轨道消失了，顾客们搬到了郊区居住，购物中心成了主要购物场所。我们生活中一些简单的变化就能完全改变一项业务的长期价值。5.考虑冗余系数芒格说，虽然很少有公司屹立不倒，但是每一家公司都应该在创建的时候预计到要存着许多年。\"造一座危桥是犯罪，成立一家脆弱的公司又何尝高尚？\"所以，芒格认为应该考虑企业的\"冗余系数\"，就像修桥的时候，需要冗余系数来应对极端压力，公司也应该能抵抗来自竞争者、经济衰退、石油危机以及其他天灾人祸的压力。过多地运用杠杆工具或欠债都会让公司在经济风暴中脆弱得不堪一击。很多中国投资家发现芒格身上有类似中国传统士大夫的精神和传统——他通过学习获取智慧，完全依靠自身修养获得商业成功，坚守理想和信念，遵循道德准则，理性、诚实、乐观、对社会充满终极关怀。阅读芒格传记，了解芒格，是我们探索商业社会成功方式的一次不同寻常的旅程。芒格金句：你一定要和高水准的人做生意，永远不要和一头猪玩摔跤，因为如果你这么做了，你们两个都会变脏，但是猪会乐在其中。好企业和差企业之间的区别在于，在好企业里你会做出一个接一个的轻松决定，而差企业的决定则常常是痛苦万分的。我本人是一个传记狂，比如你要是和亚当·斯密成了朋友，那你一定会把经济学得更好。跟离世的伟人交朋友，这听起来很滑稽，但如果你一生都这样做，你会受益匪浅。投资游戏说到底就是要比其他人对未来做出更准确的预言。要如何做到呢？一种方法是将这种竞争在有限的几个区域中进行。如果你试图预言所有事情的未来，你会因为缺乏专长而失败。如果你想变得聪明，你就必须不停地问为什么？为什么？为什么？同时你还必须将答案和有条理的深层理论联系起来。你必须知道那些最主要的理论。这稍微会有些费力，但充满乐趣。芒格从不指导人们具体应该做些什么。他交给听众的是一幅能找到智慧宝藏的地图。只有当你真正理解了指令的含义并且一路遵循到底，宝藏的大门才会为你而开。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}