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赞我的今年账户翻十倍

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赞我的今年账户翻十倍

2022-10-18

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赞我的今年账户翻十倍

2022-09-24

ho

To fight inflation, the Fed calculates "political accounts"

赞我的今年账户翻十倍

2022-09-12

Ok

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赞我的今年账户翻十倍

2022-09-10

666

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2022-09-02

hi

Climate bill incentives investment in energy-saving products, Morgan Stanley raises target price for equipment manufacturers

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2022-08-26

$拼多多(PDD)$hi

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2022-08-17

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Cisco is about to announce Q4 financial report, and Credit Suisse gives it an "outperform" rating

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2022-08-13

$拼多多(PDD)$wow

赞我的今年账户翻十倍

2022-07-30

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赞我的今年账户翻十倍

2022-07-24

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赞我的今年账户翻十倍

2022-07-11

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2022-06-06

hi

The Hang Seng Technology Index rose 3%, and Keike rose about 13%

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2022-05-03

hi

Many "Mao" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)

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2022-05-02

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After the holidays, these companies sounded the delisting alarm! Did you step on thunder?

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2022-04-27

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Pre-market changes | Chinese concept stocks took the lead in rebounding! Microsoft post-success carnival

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2022-04-27

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2022-04-26

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One picture to understand | Who is the most aggressive in the price increase of new energy vehicles?

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2022-04-26

$中国有色矿业(01258)$hi

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2022-04-25

？

The 10-year U.S. bond yield hits 3%, how will the market be affected?

赞我的今年账户翻十倍

2022-04-22

$拼多多(PDD)$152

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10:19","market":"us","language":"zh","title":"To fight inflation, the Fed calculates \"political accounts\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1183099287","media":"雪涛宏观笔记","summary":"美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。","content":"<p><html><head></head><body>Author: Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that cannot be controlled-inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, restructuring of global supply chains caused by conflicting trade rules, and the labor gap caused by long-covid and aging, etc. These factors are not sensitive to interest rates.</p><p>In June this year, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" dismantled the contribution of supply factors and demand factors to U.S. inflation. The results showed that<b>Supply factors contributed more than half to the rise in U.S. PCE inflation (4.8 pp) after the epidemic</b>； The contribution of demand factors to the rise in CPI inflation is about one-third. This is not surprising, especially considering the sharp rise in global energy and food prices in the wake of the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in U.S. PCE inflation after the epidemic</span></p><p>For a long time, the Federal Reserve has believed that the inflation indicator that can achieve the control goal through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half to the post-epidemic increase in U.S. core PCE inflation (3.3 pp). In particular, service inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, which is also a factor beyond the control of the Fed. Therefore, the rebound of U.S. core CPI from 5.9% to 6.3% in August is a big shock to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been basically ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: U.S. core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geographical factors, supply chain factors, labor factors, etc. in overall inflation, but<b>Since June, the Fed has seen two startling and important shifts</b>。</p><p>The first shift is that the Fed set the inflation target of monetary policy,<b>From the core PCE that is \"uncontrollable\" to the CPI that is \"completely uncontrollable\"</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen era is the core PCE, and Powell has not publicly revised the inflation rate indicator of the Taylor Rule. But at a press conference at the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to the inflation expectations of the masses.\"</p><p>The second change is that the Fed canceled its forward-looking guidance on market expectations and left every interest rate decision to be determined by the data of the past period. This also puzzles the market. Why should the Federal Reserve throw away the expected guidance it is proud of and turn to a meeting and a discussion to artificially create market fluctuations?</p><p>The answer is<b>The Fed is not calculating \"economic accounts\".</b></p><p><b>The Fed should stop the rate hike immediately if the economy is calculated</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Federal Reserve, the Federal Reserve unexpectedly significantly lowered its economic forecast for this year and next.<b>U.S. GDP growth forecast for 22 years lowered to 0.2% from 1.7% in June</b>, the 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Federal Reserve has significantly raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects to have 125bp of rate hike for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecast</span></p><p><b>These self-contradictions, which cannot be explained from the economic perspective, actually stem from political pressure.</b>Don't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to the poll results on realclearpolitcs, Biden's latest approval rating is only 43%, and his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33% and disapproval rating is 65%</b>。 The issue of inflation is the Achilles' heel of the Democratic Party's mid-term elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only resulted in an increase of 100,000 barrels in production, and the 100,000 barrels were reduced soon after. In order to alleviate political responsibility, Biden threw the problem to the Federal Reserve. The reason why Biden has made several speeches on the inflation situation this year is that the president personally called for inflation to put pressure on the Fed, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rate is only 43%</span></p><p><b>What the financial market is concerned about is not (economic) inflation and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key node in politics is the mid-term election of Congress, which will be held on November 8th. This time, all the seats in the House of Representatives and one-third of the seats in the Senate will be re-elected.<b>Before the mid-term elections, the Fed's November interest rate meeting will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be The critical point in time for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation exceeds expectations, Fed tightens more than expected, U.S. labor market weakens more than expected</p><p></body></html></p>","source":"xthgbj","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>To fight inflation, the Fed calculates \"political accounts\"</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\">\nTo fight inflation, the Fed calculates \"political accounts\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雪涛宏观笔记</strong><span class=\"h-time small\">2022-09-24 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that cannot be controlled-inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, restructuring of global supply chains caused by conflicting trade rules, and the labor gap caused by long-covid and aging, etc. These factors are not sensitive to interest rates.</p><p>In June this year, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" dismantled the contribution of supply factors and demand factors to U.S. inflation. The results showed that<b>Supply factors contributed more than half to the rise in U.S. PCE inflation (4.8 pp) after the epidemic</b>； The contribution of demand factors to the rise in CPI inflation is about one-third. This is not surprising, especially considering the sharp rise in global energy and food prices in the wake of the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in U.S. PCE inflation after the epidemic</span></p><p>For a long time, the Federal Reserve has believed that the inflation indicator that can achieve the control goal through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half to the post-epidemic increase in U.S. core PCE inflation (3.3 pp). In particular, service inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, which is also a factor beyond the control of the Fed. Therefore, the rebound of U.S. core CPI from 5.9% to 6.3% in August is a big shock to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been basically ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: U.S. core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geographical factors, supply chain factors, labor factors, etc. in overall inflation, but<b>Since June, the Fed has seen two startling and important shifts</b>。</p><p>The first shift is that the Fed set the inflation target of monetary policy,<b>From the core PCE that is \"uncontrollable\" to the CPI that is \"completely uncontrollable\"</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen era is the core PCE, and Powell has not publicly revised the inflation rate indicator of the Taylor Rule. But at a press conference at the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to the inflation expectations of the masses.\"</p><p>The second change is that the Fed canceled its forward-looking guidance on market expectations and left every interest rate decision to be determined by the data of the past period. This also puzzles the market. Why should the Federal Reserve throw away the expected guidance it is proud of and turn to a meeting and a discussion to artificially create market fluctuations?</p><p>The answer is<b>The Fed is not calculating \"economic accounts\".</b></p><p><b>The Fed should stop the rate hike immediately if the economy is calculated</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Federal Reserve, the Federal Reserve unexpectedly significantly lowered its economic forecast for this year and next.<b>U.S. GDP growth forecast for 22 years lowered to 0.2% from 1.7% in June</b>, the 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Federal Reserve has significantly raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects to have 125bp of rate hike for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecast</span></p><p><b>These self-contradictions, which cannot be explained from the economic perspective, actually stem from political pressure.</b>Don't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to the poll results on realclearpolitcs, Biden's latest approval rating is only 43%, and his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33% and disapproval rating is 65%</b>。 The issue of inflation is the Achilles' heel of the Democratic Party's mid-term elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only resulted in an increase of 100,000 barrels in production, and the 100,000 barrels were reduced soon after. In order to alleviate political responsibility, Biden threw the problem to the Federal Reserve. The reason why Biden has made several speeches on the inflation situation this year is that the president personally called for inflation to put pressure on the Fed, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rate is only 43%</span></p><p><b>What the financial market is concerned about is not (economic) inflation and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key node in politics is the mid-term election of Congress, which will be held on November 8th. This time, all the seats in the House of Representatives and one-third of the seats in the Senate will be re-elected.<b>Before the mid-term elections, the Fed's November interest rate meeting will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be The critical point in time for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation exceeds expectations, Fed tightens more than expected, U.S. labor market weakens more than expected</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff\">雪涛宏观笔记</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183099287","content_text":"作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。图1：供给因素对疫后美国PCE通胀上升的贡献超过一半一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了联储通过加息控制通胀的做法基本没有效果。图2：8月美国核心CPI出现反弹虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是6月以来，联储出现了两个惊人且重要的转变。第一个转变是联储把货币政策的通胀目标，从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？答案是联储算的不是“经济账”。如果算经济账，联储应该立即停止加息。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，22年美国GDP增速预测从6月1.7%下调至0.2%，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。图3：九月联储FOMC经济和通胀预测这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。联储不知道以上道理吗？当然不是，但政治不允许。根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，拜登处理通胀问题的支持率只有33%，不支持率有65%。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。图4：拜登支持率仅43%金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。风险提示美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932497229,"gmtCreate":1662971532461,"gmtModify":1676537173795,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"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/9932497229","repostId":"1161581783","repostType":4,"isVote":1,"tweetType":1,"viewCount":2409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936553613,"gmtCreate":1662786046132,"gmtModify":1676537141638,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936553613","repostId":"1144561403","repostType":4,"isVote":1,"tweetType":1,"viewCount":2674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939622995,"gmtCreate":1662100183817,"gmtModify":1676536997897,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939622995","repostId":"2264313229","repostType":4,"repost":{"id":"2264313229","kind":"news","pubTimestamp":1662094668,"share":"https://ttm.financial/m/news/2264313229?lang=en_US&edition=fundamental","pubTime":"2022-09-02 12:57","market":"us","language":"zh","title":"Climate bill incentives investment in energy-saving products, Morgan Stanley raises target price for equipment manufacturers","url":"https://stock-news.laohu8.com/highlight/detail?id=2264313229","media":"智通财经","summary":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said tax cuts and rebates in the tax and climate bill passed by the U.S. Congress will help drive sales, and on Thursday raised earnings estimates and price targets for heating and cooling system makers. It is understood that the Inflation Reduction Act approved by U.S. President Biden last month incentivized the largest investment in energy-saving products in U.S. history. The bill allocates $21 billion for tax rebates and federal tax breaks to be used in the next 10 years. Improve people's housing energy efficiency within the year.</p><p>Morgan Stanley analyst Joshua Pokrzywinski said in a report that the biggest revenue growth for equipment manufacturers will come from homes that replace air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that cools and heats homes more efficiently. Pokrzywinski said: \"Heat pump technology has been continuously improved over the past decade and is likely to be adopted in more regions.\"</p><p>It is reported that the stock prices of the heating and cooling system manufacturers mentioned by Morgan Stanley in the report all rose on Thursday. As of Thursday's close,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% increase,<a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a>(JCI.US) closed up 2.79%, Trane Technology (TT.US) closed up 2.23%,<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71%, and Huasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its price target on these stocks and gave Johnson Controls, Carrier Global and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Climate bill incentives investment in energy-saving products, Morgan Stanley raises target price for equipment manufacturers</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\">\nClimate bill incentives investment in energy-saving products, Morgan Stanley raises target price for equipment manufacturers\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-09-02 12:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said tax cuts and rebates in the tax and climate bill passed by the U.S. Congress will help drive sales, and on Thursday raised earnings estimates and price targets for heating and cooling system makers. It is understood that the Inflation Reduction Act approved by U.S. President Biden last month incentivized the largest investment in energy-saving products in U.S. history. The bill allocates $21 billion for tax rebates and federal tax breaks to be used in the next 10 years. Improve people's housing energy efficiency within the year.</p><p>Morgan Stanley analyst Joshua Pokrzywinski said in a report that the biggest revenue growth for equipment manufacturers will come from homes that replace air conditioners and furnaces with heat pumps. A heat pump is an all-in-one device that cools and heats homes more efficiently. Pokrzywinski said: \"Heat pump technology has been continuously improved over the past decade and is likely to be adopted in more regions.\"</p><p>It is reported that the stock prices of the heating and cooling system manufacturers mentioned by Morgan Stanley in the report all rose on Thursday. As of Thursday's close,<a href=\"https://laohu8.com/S/LII\">Reynolds</a>(LII.US) led the gains with a 3.64% increase,<a href=\"https://laohu8.com/S/JCI\">Johnson Controls</a>(JCI.US) closed up 2.79%, Trane Technology (TT.US) closed up 2.23%,<a href=\"https://laohu8.com/S/CARR\">Carrier Global</a>(CARR.US) closed up 1.71%, and Huasco (WSO.US) closed up 0.72%.</p><p><img src=\"https://static.tigerbbs.com/637c45d88567b526fca728f0aa98469c\" tg-width=\"614\" tg-height=\"173\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As shown in the table above, Morgan Stanley raised its price target on these stocks and gave Johnson Controls, Carrier Global and Trane Technologies \"overweight\" ratings.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/786626.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16","relate_stocks":{"MS":"摩根士丹利"},"source_url":"http://www.zhitongcaijing.com/content/detail/786626.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264313229","content_text":"摩根士丹利表示，美国国会通过的税收和气候法案中的减税和退税将有助于推动销售，并于周四上调了供暖和制冷系统制造商的盈利预期和目标价。据了解，美国总统拜登上个月批准的《降低通货膨胀法案》激励了美国历史上对节能产品的最大投资，该法案拨出210亿美元用于退税和联邦税收减免，用于在未来10年内改善人们的住房节能。摩根士丹利分析师Joshua Pokrzywinski在报告中称，设备制造商最大的营收增长将来自用热泵取代空调和炉子的家庭。热泵是一种一体化的设备，可以更有效地冷却和加热房屋。Pokrzywinski称：“热泵技术在过去十年中不断改进，而且在更多地区也有可能采用。”据悉，摩根士丹利在报告中提到的供暖和制冷系统制造商的股价在周四都上涨，截至周四收盘，雷诺士(LII.US)以3.64%的涨幅领涨，江森自控(JCI.US)收涨2.79%，Trane技术(TT.US)收涨2.23%，开利全球(CARR.US)收涨1.71%，华斯科(WSO.US)收涨0.72%。如上表所示，摩根士丹利对这些股票都上调了目标价，并给予江森自控、开利全球及Trane技术“增持”评级。","news_type":1,"symbols_score_info":{"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":2924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995525262,"gmtCreate":1661484507158,"gmtModify":1676536528738,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/68268f71bc9984651ec1abc35349f774","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995525262","isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993748491,"gmtCreate":1660741450516,"gmtModify":1676536389788,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993748491","repostId":"2260384344","repostType":4,"repost":{"id":"2260384344","kind":"news","pubTimestamp":1660741050,"share":"https://ttm.financial/m/news/2260384344?lang=en_US&edition=fundamental","pubTime":"2022-08-17 20:57","market":"us","language":"zh","title":"Cisco is about to announce Q4 financial report, and Credit Suisse gives it an \"outperform\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2260384344","media":"智通财经","summary":"智通财经APP获悉，瑞士信贷分析师 Sami Badri予思科“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。他指出，思科股价今年迄今已下跌了27%。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。截至发稿，思科盘前跌0.28%，报46.64美元。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) has an \"outperform\" rating and a price target of $60. Cisco will announce its fourth quarter results for fiscal year 2022 after the U.S. stock market closes on Wednesday. Badri expects its revenue to be $12.54 billion, below consensus of $12.78 billion; Earnings per share are expected to be $0.82, which is in line with consensus. Badri also said that judging from last quarter's results, Cisco's service product orders may increase better than expected.</p><p>He noted that Cisco shares are down 27% year to date. Investors are concerned about Cisco's market position and worry that its market share will be lost by Arista Networks (ANET.US) and<a href=\"https://laohu8.com/S/JNPR\">Juniper Networks</a>(JNPR.US) rival preemption, with both companies raising their growth guidance for 2022 while Cisco did not.</p><p>Investors are also worried that Cisco may abandon its previous guidance of revenue and profit growth of about 6% annually by fiscal year 2025. The company is likely to make large acquisitions to \"accelerate the shift of revenue to more independent recurring sources\" and even cut its gross margin expectations as peers are doing so.</p><p>Despite the stock's cheap price, investor sentiment was low ahead of the latest quarterly report, Badri said.</p><p>\"Overall, we believe lower top-line growth expectations are prudent amid slightly higher gross margins,\" Badri said.The revenue slowdown is due to supply chain issues, as well as lower revenues from the Russian and Ukrainian businesses.</p><p>Badri also said it was \"increasingly likely\" that Cisco would announce a \"significant\" acquisition, given that its software business relies heavily on its hardware shipments. The deal is likely to dilute the company's equity.</p><p>Despite the multiple negatives facing Cisco, its share price is cheap, its free cash flow yield is 7%, and its gross and operating margins are largely unchanged. Cisco has also addressed supply chain issues and the loss of market share in the large network equipment segment, so Badri believes Cisco is \"attractive.\"</p><p>As of press time, Cisco fell 0.28% to $46.64 before the market.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cisco is about to announce Q4 financial report, and Credit Suisse gives it an \"outperform\" rating</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\">\nCisco is about to announce Q4 financial report, and Credit Suisse gives it an \"outperform\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-08-17 20:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Analyst Sami Badri<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>(CSCO.US) has an \"outperform\" rating and a price target of $60. Cisco will announce its fourth quarter results for fiscal year 2022 after the U.S. stock market closes on Wednesday. Badri expects its revenue to be $12.54 billion, below consensus of $12.78 billion; Earnings per share are expected to be $0.82, which is in line with consensus. Badri also said that judging from last quarter's results, Cisco's service product orders may increase better than expected.</p><p>He noted that Cisco shares are down 27% year to date. Investors are concerned about Cisco's market position and worry that its market share will be lost by Arista Networks (ANET.US) and<a href=\"https://laohu8.com/S/JNPR\">Juniper Networks</a>(JNPR.US) rival preemption, with both companies raising their growth guidance for 2022 while Cisco did not.</p><p>Investors are also worried that Cisco may abandon its previous guidance of revenue and profit growth of about 6% annually by fiscal year 2025. The company is likely to make large acquisitions to \"accelerate the shift of revenue to more independent recurring sources\" and even cut its gross margin expectations as peers are doing so.</p><p>Despite the stock's cheap price, investor sentiment was low ahead of the latest quarterly report, Badri said.</p><p>\"Overall, we believe lower top-line growth expectations are prudent amid slightly higher gross margins,\" Badri said.The revenue slowdown is due to supply chain issues, as well as lower revenues from the Russian and Ukrainian businesses.</p><p>Badri also said it was \"increasingly likely\" that Cisco would announce a \"significant\" acquisition, given that its software business relies heavily on its hardware shipments. The deal is likely to dilute the company's equity.</p><p>Despite the multiple negatives facing Cisco, its share price is cheap, its free cash flow yield is 7%, and its gross and operating margins are largely unchanged. Cisco has also addressed supply chain issues and the loss of market share in the large network equipment segment, so Badri believes Cisco is \"attractive.\"</p><p>As of press time, Cisco fell 0.28% to $46.64 before the market.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/773198.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf648d877622e2c1e436225928e02d1","relate_stocks":{"CSCO":"思科"},"source_url":"http://www.zhitongcaijing.com/content/detail/773198.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260384344","content_text":"瑞士信贷分析师 Sami Badri予思科(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场地位感到担忧，并担心其市场份额被Arista Networks(ANET.US)和瞻博网络(JNPR.US)的竞争对手抢占，这两家公司都上调了2022年的增长指引，而思科则没有。投资者还担心，思科可能会放弃此前给出的指引，即到2025财年营收和利润的年增长率约为6%。该公司可能会进行大规模收购，以“加快营收向更独立的经常性来源转移”，甚至会下调毛利率预期，因为同行们都在这么做。Badri表示，尽管该股价格低廉，但在最新季度报告出炉之前，投资者的情绪仍很低落。Badri表示:“总的来说，我们认为，在毛利率略有提高的情况下，较低的营收增长预期是审慎的。”营收放缓的原因是供应链问题，以及俄罗斯和乌克兰业务的营收下降。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。这笔交易很可能会稀释公司股权。尽管思科面临多个负面因素，但其股价低廉，自由现金流收益率为7%，而且毛利率和营业利润率基本保持不变。思科还解决了供应链问题和大型网络设备细分市场份额流失的问题，因此，Badri认为思科“有吸引力”。截至发稿，思科盘前跌0.28%，报46.64美元。","news_type":1,"symbols_score_info":{"CSCO":1}},"isVote":1,"tweetType":1,"viewCount":2536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990554273,"gmtCreate":1660374942694,"gmtModify":1676533461818,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a 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14:10","market":"other","language":"zh","title":"The Hang Seng Technology Index rose 3%, and Keike rose about 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325548","media":"老虎资讯综合","summary":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","content":"<p><html><head></head><body>On June 6, the Hang Seng Technology Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up about 12%, Meituan rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hang Seng Technology Index rose 3%, and Keike rose about 13%</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; 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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 Hang Seng Technology Index rose 3%, and Keike rose about 13%\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\">2022-06-06 14:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 6, the Hang Seng Technology Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up about 12%, Meituan rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"02015":"理想汽车-W","HSTECH":"恒生科技指数","BK4548":"巴美列捷福持仓","BK4079":"房地产服务","BK4505":"高瓴资本持仓","BEKE":"贝壳","BK4504":"桥水持仓","02423":"贝壳-W","BK4509":"腾讯概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325548","content_text":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","news_type":1,"symbols_score_info":{"02015":0.9,"HSTECH":0.9,"02423":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061173594,"gmtCreate":1651591409152,"gmtModify":1676534932431,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061173594","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>After the A-share market closed in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3, 21 securities firms including China Securities Construction Investment, Guosen Securities, China Galaxy, and Huatai Securities have released their investment portfolios for May 2022, recommending nearly 160 A-shares and Hong Kong stocks for monthly gold stocks, Kweichow Moutai and \"Securities Mao\" Oriental Fortune are the most promising. In addition, industry leaders such as \"waterproof Mao\" and \"tax-free Mao\" have also been jointly recommended by many securities firms. Regarding the market trend in May, institutions believe that the dawn has already appeared, but they need to wait patiently for the policy to take effect, and the overall focus may still be on consolidation. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>","source":"zgzqb","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>Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)</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\">\nMany \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After the A-share market closed in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3, 21 securities firms including China Securities Construction Investment, Guosen Securities, China Galaxy, and Huatai Securities have released their investment portfolios for May 2022, recommending nearly 160 A-shares and Hong Kong stocks for monthly gold stocks, Kweichow Moutai and \"Securities Mao\" Oriental Fortune are the most promising. In addition, industry leaders such as \"waterproof Mao\" and \"tax-free Mao\" have also been jointly recommended by many securities firms. Regarding the market trend in May, institutions believe that the dawn has already appeared, but they need to wait patiently for the policy to take effect, and the overall focus may still be on consolidation. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</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":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063564106,"gmtCreate":1651496261619,"gmtModify":1676534915906,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063564106","repostId":"1164975751","repostType":4,"repost":{"id":"1164975751","kind":"news","pubTimestamp":1651495517,"share":"https://ttm.financial/m/news/1164975751?lang=en_US&edition=fundamental","pubTime":"2022-05-02 20:45","market":"sh","language":"zh","title":"After the holidays, these companies sounded the delisting alarm! Did you step on thunder?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164975751","media":"中国证券报","summary":"对于一些上市公司来说，这个“五一”假期并不好过。假期过后，有些公司将“披星戴帽”，还有一些公司在假期前已收到交易所有关告知，拉响了退市警报，正在等待交易所的最后决定程序。30家公司将“披星戴帽”据中证","content":"<p><div>For some listed companies, this May Day holiday is not easy. After the holiday, some companies will \"wear stars and hats\", while some companies have received relevant notifications from the exchange before the holiday, sounded the delisting alarm, and are waiting for the final decision procedure of the exchange. 30 companies will \"wear stars and hats\" According to incomplete statistics from CSI Jun, after the May Day holiday, 30 companies will \"wear stars and hats\". The reasons why companies are \"wearing stars and hats\" are different. Some of them touch financial indicators, and some of them are internal control audit reports issued by accounting firms that cannot express opinions or negative opinions. Zhangzidao said,...</p><p><a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">Web link</a></div></p>","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After the holidays, these companies sounded the delisting alarm! Did you step on thunder?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAfter the holidays, these companies sounded the delisting alarm! Did you step on thunder?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-02 20:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>For some listed companies, this May Day holiday is not easy. After the holiday, some companies will \"wear stars and hats\", while some companies have received relevant notifications from the exchange before the holiday, sounded the delisting alarm, and are waiting for the final decision procedure of the exchange. 30 companies will \"wear stars and hats\" According to incomplete statistics from CSI Jun, after the May Day holiday, 30 companies will \"wear stars and hats\". The reasons why companies are \"wearing stars and hats\" are different. Some of them touch financial indicators, and some of them are internal control audit reports issued by accounting firms that cannot express opinions or negative opinions. Zhangzidao said,...</p><p><a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9635eb271432f5c92670ddd7726225b","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/5TXrH5y7H5p7FzF48mqB2g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164975751","content_text":"对于一些上市公司来说，这个“五一”假期并不好过。假期过后，有些公司将“披星戴帽”，还有一些公司在假期前已收到交易所有关告知，拉响了退市警报，正在等待交易所的最后决定程序。30家公司将“披星戴帽”据中证君不完全统计，五一假期过后，有30家公司将“披星戴帽”。各家公司被“披星戴帽”的理由不尽相同，有的是触及财务类指标，有的是被会计师事务所出具了无法表示意见或者否定意见的内部控制审计报告。獐子岛表示，公司最近三个会计年度扣除非经常性损益前后净利润孰低者均为负值，且会计师为公司2021年度出具了带有持续经营重大不确定性段落的无保留意见的审计报告，因此触及相关规定，公司股票将于5月6日开市起被实施其他风险警示。公告显示，2019年-2021年獐子岛扣非后净利润分别为-1.86亿元、-1.44亿元、-1.03亿元。同时，会计师事务所认为，獐子岛公司截至2021年12月31日累计未分配利润余额为-19.11亿元，资产负债率达96.31%，流动资产低于流动负债，2021年度归属于母公司净利润为734.39万元，且因证券虚假陈述涉诉事项，公司被冻结资金3815.91万元，公司持续经营能力存在重大不确定性。国华网安、深大通、宏达新材、日海智能等是因为触及了公司最近一年被出具无法表示意见或者否定意见的内部控制审计报告或者鉴证报告而被ST。另外，有部分上市公司则因触及多项规定被叠加实施风险警示。以ST东洋为例，公司因存在控股股东非经营性占用资金情形，于2019年2月18日被实施“其他风险警示”处理。而后因公司主要银行账号被冻结、2018年-2020年实现归属于母公司股东的净利润为负，会计师事务所对公司2021年内部控制出具了否定意见的鉴证报告，该报告鉴证了公司在内部控制方面存在重大缺陷，多次被叠加实施“其他风险警示”。这些股票拉响退市警报此外，还有不少公司在假期前收到交易所告知，拉响了退市警报，等待交易所的最后决定程序。仅4月30日，沪深两市就有13家公司披露了关于退市情况的专项报告。图片来源：深交所图片来源：上交所上述上市公司因各类缘由触发退市，拟被终止上市。有的是连续被出具无法表示意见的审计报告，有的则是多项因素叠加。例如，*ST科迪因2020年度财务会计报告被会计师事务所出具无法表示意见的审计报告，被实施“其他风险警示”及“退市风险警示”。2021年公司财务会计报告被会计师事务所再次出具无法表示意见的审计报告，触及了终止上市条款，公司股票将于5月5日起停牌。深交所自公司股票停牌之日起五个交易日内，向公司发出拟终止公司股票上市的事先告知书。*ST西水因2020年度经审计的净利润为负值且营业收入低于人民币1亿元、2020年度财务会计报告被出具无法表示意见审计报告和公司2020年度内部控制被出具否定意见的审计报告，根据上交所相关规定，公司股票已被实施“退市风险警示”处理。由于公司2021年度财务报告被出具了无法表示意见的审计报告，触发退市条件。公司股票将于5月5日起停牌。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087705004,"gmtCreate":1651048691764,"gmtModify":1676534840640,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087705004","repostId":"1180053672","repostType":4,"repost":{"id":"1180053672","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":1651047040,"share":"https://ttm.financial/m/news/1180053672?lang=en_US&edition=fundamental","pubTime":"2022-04-27 16:10","market":"us","language":"zh","title":"Pre-market changes | Chinese concept stocks took the lead in rebounding! Microsoft post-success carnival","url":"https://stock-news.laohu8.com/highlight/detail?id=1180053672","media":"老虎资讯综合","summary":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿","content":"<p><html><head></head><body>On April 27, the three major U.S. stock index futures rose in the short term. Dow futures rose 1.11%, Nasdaq futures rose 1.15%, and S&P 500 futures rose 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese concept stocks rose before the market,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell more than 8% before the market. The stock once fell more than 40% in intraday trading on Tuesday and triggered the circuit breaker several times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose more than 5% before the market, and Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cloud and other businesses recorded growth in revenue;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 2.38% before the market, and Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020;</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>It fell nearly 2% before the market, and Q2 sales and profit outlook miss the market expectation;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose 6.52% before the market, and the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles;</p><p>American toy manufacturer<a href=\"https://laohu8.com/S/MAT\">Mattel</a>It rose 11.7% before the market. It is rumored that Mattel is seeking to sell the company and has agreed with<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Company and acquisition firms such as L Catterton in talks;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>It fell 6% before the market, and the market was worried that the risk of economic recession would exceed the rising borrowing costs and bring about profit margin growth;</p><p><a href=\"https://laohu8.com/S/V\">Visa</a>It rose nearly 5% before the market, and Q1 revenue and profit exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>It rose 2.5% before the market, and the adjusted earnings per share in the first quarter exceeded expectations;</p><p><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>It rose 4.5% before the market. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cell was tested and certified by the third party of the Chinese Academy of Metrology, and the conversion efficiency of the full-area cell reached 25.7%.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market changes | Chinese concept stocks took the lead in rebounding! Microsoft post-success carnival</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market changes | Chinese concept stocks took the lead in rebounding! Microsoft post-success carnival\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\">2022-04-27 16:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 27, the three major U.S. stock index futures rose in the short term. Dow futures rose 1.11%, Nasdaq futures rose 1.15%, and S&P 500 futures rose 1.04%.</p><p><img src=\"https://static.tigerbbs.com/af8d41b1af280fc1b40d70f1af5d84b5\" tg-width=\"385\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><p>Popular Chinese concept stocks rose before the market,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Up nearly 5%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Rose more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 2%;</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>It fell more than 8% before the market. The stock once fell more than 40% in intraday trading on Tuesday and triggered the circuit breaker several times;</p><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>It rose more than 5% before the market, and Q3 revenue increased by 18% year-on-year, exceeding expectations.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cloud and other businesses recorded growth in revenue;</p><p><a href=\"https://laohu8.com/S/GOOG\">Google</a>It fell 2.38% before the market, and Q1 revenue increased by 23% year-on-year, the lowest year-on-year growth rate since the end of 2020;</p><p><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>It fell nearly 2% before the market, and Q2 sales and profit outlook miss the market expectation;</p><p><a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>It rose 6.52% before the market, and the company reached a purchase agreement with Saudi Arabia for up to 100,000 electric vehicles;</p><p>American toy manufacturer<a href=\"https://laohu8.com/S/MAT\">Mattel</a>It rose 11.7% before the market. It is rumored that Mattel is seeking to sell the company and has agreed with<a href=\"https://laohu8.com/S/APO\">Apollo Global Management</a>Company and acquisition firms such as L Catterton in talks;</p><p><a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>It fell 6% before the market, and the market was worried that the risk of economic recession would exceed the rising borrowing costs and bring about profit margin growth;</p><p><a href=\"https://laohu8.com/S/V\">Visa</a>It rose nearly 5% before the market, and Q1 revenue and profit exceeded market expectations;</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>It rose 2.5% before the market, and the adjusted earnings per share in the first quarter exceeded expectations;</p><p><a href=\"https://laohu8.com/S/JKS\">JinkoSolar</a>It rose 4.5% before the market. The conversion efficiency of the company's 182 N-type high-efficiency monocrystalline silicon cell was tested and certified by the third party of the Chinese Academy of Metrology, and the conversion efficiency of the full-area cell reached 25.7%.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"5RE.SI":"智能","BK4533":"AQR资本管理(全球第二大对冲基金)","XPEV":"小鹏汽车","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","BK4528":"SaaS概念","BK4516":"特朗普概念",".DJI":"道琼斯","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4504":"桥水持仓","BK4538":"云计算","GOOG":"谷歌","09618":"京东集团-SW","TTTN":"老虎中美互联网巨头ETF","BK4579":"人工智能","MSFT":"微软","PDD":"拼多多","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","JD":"京东","NIO":"蔚来","BABA":"阿里巴巴","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","BK4097":"系统软件","BK4576":"AR","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓",".SPX":"S&P 500 Index","BK4532":"文艺复兴科技持仓","SPY":"标普500ETF","TXN":"德州仪器","BK4527":"明星科技股","BIDU":"百度","APO":"阿波罗全球管理","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LI":"理想汽车","BK4503":"景林资产持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180053672","content_text":"4月27日，美股三大股指期货短线拉升，道指期货涨1.11%，纳指期货涨1.15%，标普500指数期货涨1.04%。热门中概股盘前走高，理想汽车涨超6%，京东、小鹏汽车涨近5%，拼多多、百度涨超3%，阿里巴巴、蔚来涨超2%；法拉第未来盘前跌超8%，该股周二盘中一度跌超40%且多次触发熔断；微软盘前涨超5%，Q3营收同比增长18%超预期，旗下智能云等业务收入均录得增长；谷歌盘前跌2.38%，Q1营收同比增长23%，为2020年末以来最低同比增速；德州仪器盘前跌近2%，Q2销售额及盈利展望不及市场预期；Lucid Group盘前涨6.52%，公司与沙特阿拉伯达成至多10万辆电动车的采购协议；美国玩具制造商美泰盘前涨11.7%，传美泰正寻求出售公司，已与阿波罗全球管理公司和L Catterton等收购公司进行谈判；德意志银行盘前跌6%，市场担忧经济衰退风险超借款成本上升带来利润率增长；Visa盘前涨近5%，Q1营收利润均超市场预期；通用汽车盘前涨2.5%，第一季度调整后每股收益超预期；晶科能源盘前涨4.5%，公司182 N型高效单晶硅电池转化效率经中国计量科学院第三方测试认证，全面积电池转化效率达到25.7%。","news_type":1,"symbols_score_info":{"5RE.SI":0.9,"YMmain":0.9,"BIDU":0.9,"APO":0.9,"MSFT":0.9,"LI":0.9,"SPY":0.9,".DJI":0.9,"TXN":0.9,".SPX":0.9,"JD":0.9,"PDD":0.9,".IXIC":0.9,"BABA":0.9,"GOOG":0.9,"XPEV":0.9,"09618":0.9,"NIO":0.9,"TTTN":0.9,"QNETCN":0.9,"ESmain":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/b95b499f1433803c2c0d233149988f5d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087702445","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9087367561,"gmtCreate":1650957948216,"gmtModify":1676534823165,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087367561","repostId":"1186054355","repostType":4,"repost":{"id":"1186054355","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":1650953890,"share":"https://ttm.financial/m/news/1186054355?lang=en_US&edition=fundamental","pubTime":"2022-04-26 14:18","market":"hk","language":"zh","title":"One picture to understand | Who is the most aggressive in the price increase of new energy vehicles?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186054355","media":"老虎资讯综合","summary":"年初至今，已经有多家新能源车企在中国地区对其车型进行价格调升。其中，蔚来ES8/ES6/EC6涨价1万元；小鹏的P7、P5、G3i车型分别累计涨价3.8万元、2.1万元、1.9万元；理想ONE累计涨价","content":"<p><html><head></head><body>Since the beginning of the year, many new energy vehicle companies have raised the prices of their models in China.</p><p>Among them, the price of Nio ES8/ES6/EC6 increased by 10,000 yuan;</p><p>The cumulative prices of XPeng's P7, P5, and G3i models have increased by 38,000 yuan, 21,000 yuan, and 19,000 yuan respectively;</p><p>The cumulative price increase of Ideal ONE is 12,000 yuan;</p><p>Tesla Model 3 and Model Y rose by 24,000 yuan and 36,000 yuan respectively.<img src=\"https://static.tigerbbs.com/f69d560683d1a464154365521053c1ad\" tg-width=\"1520\" tg-height=\"1726\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One picture to understand | Who is the most aggressive in the price increase of new energy vehicles?</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\">\nOne picture to understand | Who is the most aggressive in the price increase of new energy vehicles?\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\">2022-04-26 14:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since the beginning of the year, many new energy vehicle companies have raised the prices of their models in China.</p><p>Among them, the price of Nio ES8/ES6/EC6 increased by 10,000 yuan;</p><p>The cumulative prices of XPeng's P7, P5, and G3i models have increased by 38,000 yuan, 21,000 yuan, and 19,000 yuan respectively;</p><p>The cumulative price increase of Ideal ONE is 12,000 yuan;</p><p>Tesla Model 3 and Model Y rose by 24,000 yuan and 36,000 yuan respectively.<img src=\"https://static.tigerbbs.com/f69d560683d1a464154365521053c1ad\" tg-width=\"1520\" tg-height=\"1726\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","09868":"小鹏汽车-W","XPEV":"小鹏汽车","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186054355","content_text":"年初至今，已经有多家新能源车企在中国地区对其车型进行价格调升。其中，蔚来ES8/ES6/EC6涨价1万元；小鹏的P7、P5、G3i车型分别累计涨价3.8万元、2.1万元、1.9万元；理想ONE累计涨价1.2万元；特斯拉Model3和ModelY涨幅分别为2.4万元和3.6万元。","news_type":1,"symbols_score_info":{"LI":0.9,"TSLA":0.9,"NIO":0.9,"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087367827,"gmtCreate":1650957928164,"gmtModify":1676534823138,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01258\">$中国有色矿业(01258)$</a>hi","listText":"<a href=\"https://ttm.financial/S/01258\">$中国有色矿业(01258)$</a>hi","text":"$中国有色矿业(01258)$hi","images":[{"img":"https://community-static.tradeup.com/news/6f342eecc3cf6bdc6988f67587a8eec8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087367827","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084255591,"gmtCreate":1650879063335,"gmtModify":1676534807851,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084255591","repostId":"2230123391","repostType":4,"repost":{"id":"2230123391","kind":"highlight","pubTimestamp":1650871923,"share":"https://ttm.financial/m/news/2230123391?lang=en_US&edition=fundamental","pubTime":"2022-04-25 15:32","market":"us","language":"zh","title":"The 10-year U.S. bond yield hits 3%, how will the market be affected?","url":"https://stock-news.laohu8.com/highlight/detail?id=2230123391","media":"智通财经网","summary":"上周，美国10年期国债收益率触及2.94%，为2018年底的最高水平。这也比年初约1.6%的水平大幅跃升。这种情况意义重大，因为10年期美国国债收益率被认为是各种抵押贷款和贷款利率的基准。俄乌冲突加剧","content":"<p><html><head></head><body>Last week, the US 10-year Treasury Bond yield hit 2.94%, its highest level at the end of 2018. That's also a big jump from the level of about 1.6% at the start of the year. This situation is significant because the 10-year U.S. Treasury Bond yield is considered a benchmark for various mortgage and loan rates.</p><p>The Russia-Ukraine conflict has fueled soaring inflation, which is worried could hurt consumer demand and drag down economic growth. In addition, the market is worried that the Federal Reserve's plan to curb rapid price increases by sharply raising the funds rate and generally tightening monetary policy may also plunge the economy into recession.</p><p>As a result, investors have been selling bonds, which has pushed yields higher because there is an inverse relationship between the two. So if the interest rate reaches 3%, what impact will it have on the market?</p><p>Loans and Mortgages</p><p>One consequence of higher yields is higher borrowing costs for debt such as consumer loans and mortgages.</p><p>In the upcoming academic year, those students taking federal loans will feel the impact of higher 10-year yields on college loans, according to Whitney Sweeney, investment strategist at Schroders.</p><p>\"Rates are determined by Congress, which approved the margin for the May 10-year Treasury auction,\" she said, stressing that interest rates on existing federal student loans are currently zero due to pandemic mitigation measures. \"</p><p>Additionally, private variable-rate student loans are expected to rise as 10-year Treasury Bond yields climb, Sweeney said.</p><p>Mortgage rates tend to move in line with 10-year U.S. Treasury Bond yields, Sweeney said. \"We've seen mortgage rates rise significantly since the beginning of the year,\"</p><p>bond</p><p>At the same time,<a href=\"https://laohu8.com/S/ING\">Dutch International</a>Antoine Bouvet, senior interest rate strategist at ING, said that the rise in government bond interest rates also means higher returns on savings invested in fixed-income securities.</p><p>He added: \"This also means that it is less difficult for pension funds to invest in paying future pensions.\"</p><p>However, in terms of stock market investment, Bouvet said that rising bond interest rates may make the industries of companies that tend to hold more bonds face greater challenges. This has to do with tech companies and is partly responsible for the sector's recent increased volatility.</p><p>Similarly, Sweeney notes that when yields are close to zero, investors have no choice but to invest in riskier assets such as stocks to earn returns.</p><p>But with the 10-year U.S. Treasury Bond yield approaching 3%, both cash and bonds become \"more attractive options because you can earn higher returns without taking too much risk.\"</p><p>Sweeney said that given that the market has priced in the sharp rate hike, short-term government bonds in particular may be more attractive.</p><p>Stocks</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Senior macro strategist Zach Griffiths believes it's also important to understand what rising yields mean for a business's future cash flow when considering investing in stocks.</p><p>One way to value a stock is to predict the level of free cash flow a company expects to generate, he said. This is accomplished by using the discount rate, which is an interest rate determined by the Treasury Bond yield. Discounting back to current cash flow levels gives the company's intrinsic value.</p><p>Griffiths said: \"When the interest rate used to discount these future cash flows back to the current rate is low, the present value of these cash flows (that is, the intrinsic value of the company) will be higher than when the interest rate is higher, because of the time value of money.\"</p><p>Still, Griffiths said stocks have generally weathered uncertainty from rising inflation, geopolitical tensions and a tougher Fed policy tone.</p><p>Griffiths also stressed that the 3% 10-year U.S. Treasury Bond yield is largely a \"psychological level\" because it does not represent a significant increase from current interest rates. Wells Fargo expects the 10-year Treasury Bond yield to likely exceed 3% by the end of the year, he said, not ruling out hitting 3.5% or 3.75%, but stressed that's not the company's \"base case\".</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>The 10-year U.S. bond yield hits 3%, how will the market be affected?</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 10-year U.S. bond yield hits 3%, how will the market be affected?\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\">2022-04-25 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Last week, the US 10-year Treasury Bond yield hit 2.94%, its highest level at the end of 2018. That's also a big jump from the level of about 1.6% at the start of the year. This situation is significant because the 10-year U.S. Treasury Bond yield is considered a benchmark for various mortgage and loan rates.</p><p>The Russia-Ukraine conflict has fueled soaring inflation, which is worried could hurt consumer demand and drag down economic growth. In addition, the market is worried that the Federal Reserve's plan to curb rapid price increases by sharply raising the funds rate and generally tightening monetary policy may also plunge the economy into recession.</p><p>As a result, investors have been selling bonds, which has pushed yields higher because there is an inverse relationship between the two. So if the interest rate reaches 3%, what impact will it have on the market?</p><p>Loans and Mortgages</p><p>One consequence of higher yields is higher borrowing costs for debt such as consumer loans and mortgages.</p><p>In the upcoming academic year, those students taking federal loans will feel the impact of higher 10-year yields on college loans, according to Whitney Sweeney, investment strategist at Schroders.</p><p>\"Rates are determined by Congress, which approved the margin for the May 10-year Treasury auction,\" she said, stressing that interest rates on existing federal student loans are currently zero due to pandemic mitigation measures. \"</p><p>Additionally, private variable-rate student loans are expected to rise as 10-year Treasury Bond yields climb, Sweeney said.</p><p>Mortgage rates tend to move in line with 10-year U.S. Treasury Bond yields, Sweeney said. \"We've seen mortgage rates rise significantly since the beginning of the year,\"</p><p>bond</p><p>At the same time,<a href=\"https://laohu8.com/S/ING\">Dutch International</a>Antoine Bouvet, senior interest rate strategist at ING, said that the rise in government bond interest rates also means higher returns on savings invested in fixed-income securities.</p><p>He added: \"This also means that it is less difficult for pension funds to invest in paying future pensions.\"</p><p>However, in terms of stock market investment, Bouvet said that rising bond interest rates may make the industries of companies that tend to hold more bonds face greater challenges. This has to do with tech companies and is partly responsible for the sector's recent increased volatility.</p><p>Similarly, Sweeney notes that when yields are close to zero, investors have no choice but to invest in riskier assets such as stocks to earn returns.</p><p>But with the 10-year U.S. Treasury Bond yield approaching 3%, both cash and bonds become \"more attractive options because you can earn higher returns without taking too much risk.\"</p><p>Sweeney said that given that the market has priced in the sharp rate hike, short-term government bonds in particular may be more attractive.</p><p>Stocks</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>Senior macro strategist Zach Griffiths believes it's also important to understand what rising yields mean for a business's future cash flow when considering investing in stocks.</p><p>One way to value a stock is to predict the level of free cash flow a company expects to generate, he said. This is accomplished by using the discount rate, which is an interest rate determined by the Treasury Bond yield. Discounting back to current cash flow levels gives the company's intrinsic value.</p><p>Griffiths said: \"When the interest rate used to discount these future cash flows back to the current rate is low, the present value of these cash flows (that is, the intrinsic value of the company) will be higher than when the interest rate is higher, because of the time value of money.\"</p><p>Still, Griffiths said stocks have generally weathered uncertainty from rising inflation, geopolitical tensions and a tougher Fed policy tone.</p><p>Griffiths also stressed that the 3% 10-year U.S. Treasury Bond yield is largely a \"psychological level\" because it does not represent a significant increase from current interest rates. Wells Fargo expects the 10-year Treasury Bond yield to likely exceed 3% by the end of the year, he said, not ruling out hitting 3.5% or 3.75%, but stressed that's not the company's \"base case\".</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/708714.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/01a2250585debcbfce2b6436414f1631","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","SSO":"2倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","BK4501":"段永平概念",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".DJI":"道琼斯","BK4534":"瑞士信贷持仓","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","OEF":"标普100指数ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SHY":"债券指数ETF-iShares Barclays 1-3年国债","BK4504":"桥水持仓","OEX":"标普100","BK4559":"巴菲特持仓","DOG":"道指ETF-ProShares做空","BK4550":"红杉资本持仓","GOVT":"iShares安硕核心美国国债ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","SQQQ":"纳指三倍做空ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","BND":"债券指数ETF-Vanguard美国","BK4207":"综合性银行","ING":"荷兰国际","WFC":"富国银行","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","BK4581":"高盛持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/708714.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2230123391","content_text":"上周，美国10年期国债收益率触及2.94%，为2018年底的最高水平。这也比年初约1.6%的水平大幅跃升。这种情况意义重大，因为10年期美国国债收益率被认为是各种抵押贷款和贷款利率的基准。俄乌冲突加剧了不断飙升的通货膨胀，人们担心这可能会损害消费者需求，拖累经济增长。此外，市场担心美联储通过大幅上调基金利率和普遍收紧货币政策来遏制物价快速上涨的计划，也可能使经济陷入衰退。因此，投资者一直在抛售债券，这推高了收益率，因为二者之间存在反比关系。那么如果利率达到3%，会对市场产生哪方面的影响呢？贷款和抵押贷款收益率上升的一个后果是消费贷款和抵押贷款等债务的借贷成本上升。施罗德投资策略师Whitney  Sweeney表示，在即将到来的学年，那些接受联邦贷款的学生将感受到大学贷款10年期更高收益率的影响。“利率由国会决定，国会批准了5月10年期公债标售的保证金，\"她表示，但她强调，由于疫情缓解措施，现有联邦学生贷款的利率目前为零。”此外，Sweeney表示，随着10年期国债收益率攀升，私人可变利率学生贷款预计将上升。Sweeney表示，抵押贷款利率走势往往与10年期美国国债收益率一致。“自今年年初以来，我们已经看到抵押贷款利率大幅上升，”债券与此同时，荷兰国际集团(ING)高级利率策略师Antoine  Bouvet表示，政府债券利率的上升，也意味着投资于固定收益证券的储蓄回报更高。他补充称:“这也意味着，养老基金投资支付未来养老金的难度降低了。”不过，在股市投资方面，Bouvet表示，债券利率上升可能令那些往往持有更多债券的公司所在行业面临更大挑战。这与科技公司有关，也是该行业最近波动性加大的部分原因。同样，Sweeney指出，当收益率接近于零时，投资者别无选择，只能投资于股票等风险较高的资产以获得回报。但随着10年期美国国债收益率接近3%，现金和债券都成为“更有吸引力的选择，因为你可以在不承担太多风险的情况下获得更高的回报。”Sweeney表示，鉴于市场已经消化了大幅加息的因素，短期公债尤其可能更具吸引力。股票富国银行高级宏观策略师Zach  Griffiths认为，在考虑投资股票时，了解收益率上升对企业未来现金流意味着什么也很重要。他表示，对股票估值的一种方法是预测公司预计将产生的自由现金流水平。这是通过使用贴现率来实现的，贴现率是一种利率，由国债收益率决定。折现回到当前的现金流水平就得到了公司的内在价值。Griffiths表示:“当用于将这些未来现金流折现回当前的利率较低时，这些现金流的现值(即公司的内在价值)就会高于利率较高时，这是因为货币的时间价值。”不过，Griffiths表示，股市总体上顶住了通胀上升、地缘政治紧张局势以及美联储政策基调更加强硬所带来的不确定性。Griffiths还强调，3%的10年期美国国债收益率在很大程度上是一个“心理水平”，因为它不代表较当前利率有很大的上升。他说，富国银行预计10年期国债收益率今年年底可能超过3%，不排除触及3.5%或3.75%的可能性，但强调这不是该公司的“基本情况”。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UBmain":0.6,".DJI":0.9,"TLT":0.6,"BND":0.9,"IEF":0.6,"SQQQ":0.6,".SPX":0.6,"IVV":0.6,"UDOW":0.6,"MNQmain":0.6,"DJX":0.6,"QLD":0.6,"QID":0.6,"OEX":0.6,"OEF":0.6,"DXD":0.6,"IEI":0.6,"GOVT":0.6,"DOG":0.6,"DDM":0.6,"TQQQ":0.6,"SH":0.6,"ZBmain":0.6,"SDS":0.6,"UPRO":0.6,".IXIC":0.79,"ING":1,"QQQ":0.6,"SSO":0.6,"SDOW":0.6,"PSQ":0.6,"NQmain":0.6,"SPY":0.66,"ZFmain":0.6,"TNmain":0.6,"ZTmain":0.6,"SHY":0.6,"SPXU":0.6,"WFC":0.66,"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082770306,"gmtCreate":1650609691281,"gmtModify":1676534763455,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569581951650623","authorIdStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","text":"$拼多多(PDD)$152","images":[{"img":"https://community-static.tradeup.com/news/6bd68e2532e5c21eda61f4182f437ac8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082770306","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":189541302,"gmtCreate":1623283171806,"gmtModify":1704199913370,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/189541302","repostId":"2142460248","repostType":4,"repost":{"id":"2142460248","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":1623276000,"share":"https://ttm.financial/m/news/2142460248?lang=en_US&edition=fundamental","pubTime":"2021-06-10 06:00","market":"hk","language":"zh","title":"GameStop's Q1 revenue exceeds expectations, plans to issue up to 5 million additional ordinary shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2142460248","media":"老虎资讯综合","summary":"智通财经APP获悉，周三，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。","content":"<p>After the U.S. stock market closed on Wednesday, June 9, Eastern Time,<a href=\"https://laohu8.com/S/GME\">GameStop</a>After the U.S. stock market closed, the financial report for the first quarter of fiscal year 2021 ending May 1, 2021 was announced. Due to the planned additional issuance and the receipt of an investigation notice from the US Securities and Exchange Commission, the stock once plunged more than 12% in after-hours trading.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">The financial report shows that the company's revenue during the period was approximately US $1.28 billion, exceeding the expected US $1.159 billion. Net loss was approximately $67 million, compared with expectations of $50 million. The loss per share was US $1.01, compared with market expectations for a loss of US $0.75, and a loss of US $2.57 in the same period last year. During the period, the company had cash and cash equivalents of approximately US $695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">At the same time, the company submitted a prospectus to sell up to 5 million ordinary shares. According to the prospectus, there have been no significant changes in the company's financial or operating conditions that can explain price fluctuations or stock trading volumes. Part of what contributes to the volatility in the stock price is comments from securities analysts or other third parties, including comments on blogs, articles, message boards and social and other media outlets. The Company plans to use the proceeds from potential stock sales for general corporate purposes, investing in growth initiatives and strengthening its balance sheet.</p><p>In addition, the company also disclosed that it received an investigation from the U.S. Securities and Exchange Commission (SEC). The company said: \"On May 26, 2021, we received a request from SEC staff to voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and producing the requested documents and intend to fully cooperate with SEC staff on this matter. This investigation is not expected to adversely affect us.\"</p><p>GameStop (GME.US) said it has appointed former Amazon (AMZN.US) executive Matt Furlong as its new chief executive officer (CEO) and another former Amazon executive Mike Recupero as chief financial officer (CFO).</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>GameStop's Q1 revenue exceeds expectations, plans to issue up to 5 million additional ordinary shares</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\">\nGameStop's Q1 revenue exceeds expectations, plans to issue up to 5 million additional ordinary shares\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\">2021-06-10 06:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market closed on Wednesday, June 9, Eastern Time,<a href=\"https://laohu8.com/S/GME\">GameStop</a>After the U.S. stock market closed, the financial report for the first quarter of fiscal year 2021 ending May 1, 2021 was announced. Due to the planned additional issuance and the receipt of an investigation notice from the US Securities and Exchange Commission, the stock once plunged more than 12% in after-hours trading.<img src=\"https://static.tigerbbs.com/558c37d97804f78bbd47992ec5d3a71f\" tg-width=\"696\" tg-height=\"523\" referrerpolicy=\"no-referrer\">The financial report shows that the company's revenue during the period was approximately US $1.28 billion, exceeding the expected US $1.159 billion. Net loss was approximately $67 million, compared with expectations of $50 million. The loss per share was US $1.01, compared with market expectations for a loss of US $0.75, and a loss of US $2.57 in the same period last year. During the period, the company had cash and cash equivalents of approximately US $695 million.<img src=\"https://static.tigerbbs.com/0810f497f515a7937093550c88971a3f\" tg-width=\"1050\" tg-height=\"658\" referrerpolicy=\"no-referrer\">At the same time, the company submitted a prospectus to sell up to 5 million ordinary shares. According to the prospectus, there have been no significant changes in the company's financial or operating conditions that can explain price fluctuations or stock trading volumes. Part of what contributes to the volatility in the stock price is comments from securities analysts or other third parties, including comments on blogs, articles, message boards and social and other media outlets. The Company plans to use the proceeds from potential stock sales for general corporate purposes, investing in growth initiatives and strengthening its balance sheet.</p><p>In addition, the company also disclosed that it received an investigation from the U.S. Securities and Exchange Commission (SEC). The company said: \"On May 26, 2021, we received a request from SEC staff to voluntarily provide documents and information regarding the SEC's investigation into our and other companies' securities trading activities. We are reviewing this request and producing the requested documents and intend to fully cooperate with SEC staff on this matter. This investigation is not expected to adversely affect us.\"</p><p>GameStop (GME.US) said it has appointed former Amazon (AMZN.US) executive Matt Furlong as its new chief executive officer (CEO) and another former Amazon executive Mike Recupero as chief financial officer (CFO).</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bde7ae9d5c597eb01bbb4658f0573654","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142460248","content_text":"美东时间6月9日周三美股盘后，游戏驿站在美股收盘后公布了截至2021年5月1日的2021财年一财季财报。因计划增发及收到美国证券交易委员会的调查通知，该股在盘后交易中一度大跌超12%。财报显示，公司期内营收约为12.8亿美元，超过预期的11.59亿美元。净亏损约为6700万美元，预期为5000万美元。每股亏损1.01美元，市场预期亏损0.75美元，去年同期亏损2.57美元。期内公司拥有现金及现金等价物约6.95亿美元。公司同时递交了招股说明书，拟出售多达500万股普通股。招股书称，公司财务状况或经营状况没有发生任何可以解释价格波动或股票交易量的重大变化。导致股价不稳定的部分原因是证券分析师或其他第三方的评论，包括博客、文章、留言板和社会及其他媒体上的评论。公司计划将潜在股票销售收益用于一般企业用途、投资增长计划和加强其资产负债表。\n此外，公司还披露了收到美国证券交易委员会(SEC)调查的信息。该公司表示：“2021年5月26日，我们收到了SEC工作人员的请求，要求我们自愿提供有关SEC对我们和其他公司证券交易活动进行调查的文件和信息。我们正在审查这一请求并制作所要求的文件，打算就此事与SEC工作人员充分合作。预计这项调查不会对我们产生不利影响。”\n游戏驿站(GME.US)表示已任命前亚马逊(AMZN.US)高管Matt Furlong为其新首席执行官(CEO)，另一位前亚马逊高管Mike Recupero担任首席财务官(CFO)。","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097417822,"gmtCreate":1645530249798,"gmtModify":1676534036206,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097417822","repostId":"1102077097","repostType":4,"repost":{"id":"1102077097","kind":"news","pubTimestamp":1645522075,"share":"https://ttm.financial/m/news/1102077097?lang=en_US&edition=fundamental","pubTime":"2022-02-22 17:27","market":"us","language":"zh","title":"Shell: Natural gas market faces historic shortages in coming years","url":"https://stock-news.laohu8.com/highlight/detail?id=1102077097","media":"智通财经网","summary":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一","content":"<p><html><head></head><body>On Monday, Shell management shared its views on the current market, as well as its outlook by 2040 at a time when the world strives to achieve net zero emissions and simultaneously use LNG as a transition fuel.</p><p>At the heart of Shell's view on LNG is that the company expects gas demand to nearly double by 2040. According to the data of approximately 380 million tons/year in 2021, the market expects natural gas demand to grow to 700 million tons/year in the next two decades. At the same time, Shell said that over the next two decades, the company's natural gas supply will be about 500 tons/year, and the market will experience a historic undersupply in the middle of this century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell noted that absolute energy demand continues to grow as long-term trends drive demand higher, pipeline natural gas supplies in Europe and Asia continue to decline, and coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise smoothly from 400 million tons/year to 700 million tons/year</p><p>In Shell's view, the LNG supply side is equally bullish. From 2017 to 2019, global supply increased by about 30 million tons per year. If all goes according to plan, the global average will increase by 12 million tons per year from 2020 to 2025. Growth in Cheniere Energy's (LNG.US) supply through 2025 is largely dependent on growth in the United States and Canada, where recent pipeline-related policy decisions may be at risk of delay and cancellation. But policy aside, even less money has been invested in related fields after the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new large-scale projects in favor of short-cycle production in the Permian Basin. ExxonMobil (XOM.US) has yet to pursue an FID LNG expansion in Papua New Guinea after nearly a decade of delays in negotiations. Total (TTE.US) canceled plans to build a factory in Mozambique as the security situation became uncontrollable.</p><p>Shell has long pointed to the long-term trend of rising primary energy demand and decarbonization driving upward demand for LNG. The fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight in 2021 as LNG prices reached record levels. As the supply landscape begins to crack, Shell expects the market to remain tight and natural gas prices to remain high in the coming years.</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>Shell: Natural gas market faces historic shortages in coming years</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\">\nShell: Natural gas market faces historic shortages in coming years\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\">2022-02-22 17:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, Shell management shared its views on the current market, as well as its outlook by 2040 at a time when the world strives to achieve net zero emissions and simultaneously use LNG as a transition fuel.</p><p>At the heart of Shell's view on LNG is that the company expects gas demand to nearly double by 2040. According to the data of approximately 380 million tons/year in 2021, the market expects natural gas demand to grow to 700 million tons/year in the next two decades. At the same time, Shell said that over the next two decades, the company's natural gas supply will be about 500 tons/year, and the market will experience a historic undersupply in the middle of this century.</p><p><img src=\"https://static.tigerbbs.com/ca92b99693ef49ccb0281ab0fa6d1937\" tg-width=\"667\" tg-height=\"513\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>On the demand side, Shell noted that absolute energy demand continues to grow as long-term trends drive demand higher, pipeline natural gas supplies in Europe and Asia continue to decline, and coal-to-gas substitution.</p><p><img src=\"https://static.tigerbbs.com/9aae20f21babb57e14ec505a209f7e4d\" tg-width=\"1280\" tg-height=\"597\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Importantly, natural gas demand is unlikely to rise smoothly from 400 million tons/year to 700 million tons/year</p><p>In Shell's view, the LNG supply side is equally bullish. From 2017 to 2019, global supply increased by about 30 million tons per year. If all goes according to plan, the global average will increase by 12 million tons per year from 2020 to 2025. Growth in Cheniere Energy's (LNG.US) supply through 2025 is largely dependent on growth in the United States and Canada, where recent pipeline-related policy decisions may be at risk of delay and cancellation. But policy aside, even less money has been invested in related fields after the pandemic.</p><p><img src=\"https://static.tigerbbs.com/954cb5629e7dc79b827e0e5425d857fe\" tg-width=\"340\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chevron (CVX.US) has effectively abandoned new large-scale projects in favor of short-cycle production in the Permian Basin. ExxonMobil (XOM.US) has yet to pursue an FID LNG expansion in Papua New Guinea after nearly a decade of delays in negotiations. Total (TTE.US) canceled plans to build a factory in Mozambique as the security situation became uncontrollable.</p><p>Shell has long pointed to the long-term trend of rising primary energy demand and decarbonization driving upward demand for LNG. The fragility of the global energy system brought natural gas, a low-carbon fuel, into the spotlight in 2021 as LNG prices reached record levels. As the supply landscape begins to crack, Shell expects the market to remain tight and natural gas prices to remain high in the coming years.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/662600.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/cf8f36e70adca5fe639e54bc50090afe","relate_stocks":{"RDS.A":"荷兰皇家壳牌石油A类股"},"source_url":"https://www.zhitongcaijing.com/content/detail/662600.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1102077097","content_text":"周一，壳牌管理层分享了对当前市场的看法，以及到2040年在世界努力实现净零排放并同时将液化天然气作为一种过渡燃料的时候的展望。壳牌对液化天然气看法的核心是，该公司预计到2040年，天然气需求将增长近一倍。按照2021年约3.8亿吨/年的数据来看，市场预计在未来二十年天然气需求将增长至7亿吨/年。与此同时，壳牌表示在未来二十年内，该公司天然气供应量约为500吨/年，市场将在本世纪中期出现历史性的供应不足。在需求方面，壳牌指出，随着长期趋势推动需求走高，欧洲和亚洲管道天然气供应不断下降，以及煤制气替代，绝对能源需求不断增长。重要的是，天然气需求不太可能平稳地从4亿吨/年上升到7亿吨/年在壳牌看来，液化天然气供应方面也同样看涨。2017年至2019年，全球供应量每年增加约3000万吨。如果一切按计划进行，2020年至2025年，全球平均每年将增加1200万吨。到2025年，Cheniere Energy(LNG.US)供应的增长在很大程度上依赖于美国和加拿大的增长，这些国家最近的管道相关政策决定可能存在延期和取消的风险。但抛开政策不谈，疫情后投入相关领域的资金更少了。雪佛龙(CVX.US)实际上已经放弃了新的大型项目，转而转向二叠纪盆地的短周期生产。经过近10年的谈判拖延，埃克森美孚(XOM.US)尚未在巴布亚新几内亚进行FID液化天然气扩张。由于安全形势变得难以控制，道达尔(TTE.US)取消了在莫桑比克建立工厂的计划。壳牌长期以来一直指出，一次能源需求增长和脱碳推动液化天然气需求上升的长期趋势。2021年，随着液化天然气价格达到创纪录水平，全球能源体系的脆弱性使天然气这种低碳燃料成为人们关注的焦点。随着供应格局开始出现裂痕，壳牌预计未来几年市场将继续吃紧，天然气价格也将居高不下。","news_type":1,"symbols_score_info":{"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900088688,"gmtCreate":1658618855844,"gmtModify":1676536181485,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/2e40475961d8875277b1bc6069020704","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900088688","isVote":1,"tweetType":1,"viewCount":4251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9038546443,"gmtCreate":1646874692600,"gmtModify":1676534172246,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038546443","repostId":"2218377412","repostType":4,"repost":{"id":"2218377412","kind":"highlight","pubTimestamp":1646872980,"share":"https://ttm.financial/m/news/2218377412?lang=en_US&edition=fundamental","pubTime":"2022-03-10 08:43","market":"fut","language":"zh","title":"Global stock markets have rebounded, has the situation improved?","url":"https://stock-news.laohu8.com/highlight/detail?id=2218377412","media":"中金公司","summary":"隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。　　那么，局势是否就此好转？　　解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。","content":"<p><html><head></head><body>After a stormy decline, the global stock market finally showed signs of stopping the decline, and all asset performance logic reversed. So, has the situation improved? Has the previous situation been improved? There was a \"big reversal\" in global markets overnight. Brent oil prices fell 11.7% to around US $110/barrel. As a result, European and American stock markets rebounded sharply. European stock markets generally rose by 7 ~ 8%, major U.S. stock indexes also rebounded by more than 2%, and Nasdaq rose by 3.6%. Not only that, gold plummeted back below $2,000, while US Treasury yields surged to 1.96%. It seems that overnight, all asset performance logic has reversed.</p><p>So, has the situation improved? Has the previous situation been improved? Combined with the latest market changes, our comments are as follows for investors' reference.</p><p><img src=\"https://static.tigerbbs.com/4bca86eb3ffdb202070180f4afc804ed\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f005e1b4c8e6ca202adbba9ce28c5aa9\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>First of all, the core contradiction remains in energy and commodity prices. As we analyzed in \"The Second Wave of the Russia-Ukraine Shock: From Risk Aversion to Inflation Concerns\", international oil prices once soared to record highs due to concerns about the decision of the United States and the United Kingdom to announce sanctions on Russian energy imports, superimposed on some other resource products such as wheat, non-ferrous metals, etc. due to de facto supply shocks caused by transportation and military operations also soared, aggravating the market's concerns about inflation and even stagflation.</p><p>It is necessary to tie the bell to untie the bell, which is one of the main reasons for the market's rebound and recovery after the sharp drop in oil prices overnight. The sharp drop in oil prices has something to do with the United States urging the shale oil industry to increase supply and the United Arab Emirates stating that it will push OPEC to increase oil production. According to the Wall Street Journal, the UAE has about 1 million barrels of idle production capacity, but this move has not received a response from other OPEC members, especially Saudi Arabia, and the follow-up progress remains to be seen.</p><p>Secondly, short-term assets and market trends are still highly dependent on the progress of the situation, and the supply premium greatly disturbs short-term price fluctuations. The sharp fluctuation of oil prices overnight has once again become a vivid example of geopolitical trends affecting asset prices.</p><p>What we have previously known and determined is that a factual supply shock has been caused, but more importantly, whether it is an instantaneous upward surge, or whether it will continue to remain high or even rise further. There are certain differences between Europe and the United States on whether to sanction Russian energy exports, which has a lot to do with their dependence. The crude oil imported by the United States from Russia only accounts for less than 8% of its total imports, and Russia's exports to the United States and the United Kingdom only account for less than 2% of its total exports. Europe is more dependent, so without Europe's full participation, the effect of sanctions will be greatly reduced, and it will be difficult to maintain the soaring oil price.</p><p>On the contrary, if Europe and the United States really take strict sanctions, which will lead to a huge gap in Russia's exports of about 7 million barrels, according to the estimation of our bulk group, the supply of all parties can barely fill this \"hole\" (OPEC's production space is 3 million barrels, the remaining production capacity is about 2 million barrels, Iran's 1-1.5 million barrels, and shale oil is estimated to be 2 million barrels), but the problem is that it may still be unavoidable to effectively fill the previous premium, let alone emotional disturbance. This is why, in our previous monthly reports, \"The Russia-Ukraine Situation Superimposed on the Asset Implications of Sino-US Policy Dislocation Monthly Report on Overseas Asset Allocation (2022-03)\" and \"The Second Wave of the Russia-Ukraine Shock: From Risk Aversion to Inflation Concerns\" It suggests that oil prices have been significantly overbought and are not fully sure of a further sharp upward trend from the current high point, but its short-term trend is still highly dependent on the geopolitical situation.</p><p>Export structure of crude oil, and export destinations of Russian crude oil</p><p><img src=\"https://static.tigerbbs.com/14a66838f4318c4fac7680416478e3ed\" tg-width=\"865\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Again, what to observe next? Sanctions, rate hike Pathways, Term Spreads, Liquidity Indicators</p><p>Given the current situation, and combined with the four levels of transmission paths given in \"How much impact does the Russia-Ukraine situation affect the global supply chain?\" And \"The second wave of the Russia-Ukraine shock: From risk aversion to inflation concerns\" (the first layer of pure risk aversion is not enough to be afraid; the second layer of supply shocks has already occurred and is currently the most dominant, but the duration and intensity need to be observed, which will affect the \"far-end\" rate hike and inflation path; The third layer of financial liquidity has some changes in the short term but has not yet become dominant; The fourth layer is fundamentals), we believe that the following factors need to be observed:</p><p>1) Progress of sanctions: The geopolitical situation, especially the trend of energy sanctions, is still the most important determinant in the short term.</p><p>2) March FOMC: The upcoming March FOMC will give the follow-up monetary policy path (such as shrinking balance sheet, rate hike level of dot plot). Judging from the current situation, the \"near-end\" operation will still follow the step-by-step rate hike (employment is good, inflation is still high; the market expects a high certainty of 25bp in rate hike in March), but the path of the \"far-end\" rate hike is variable. If the situation between Russia and Ukraine can quickly ease and make the price impact more \"instantaneous\", then the general direction of improving inflationary pressure can still be expected; And if this impact is further solidified, the expected rise of \"far-end\" rate hike and the impact on interest rates and market valuations will also need to be revised upward again.</p><p>3) Term spread: Due to the current risk aversion and even stagflation concerns, the long-term and short-term term spreads have narrowed too rapidly (previously narrowed to only 20bp), so the Fed may need to push the long-term interest rate upward through shrinking balance sheet to avoid too fast inversion (\"If the Fed makes a rate hike of 50bp at a time\").</p><p>4) Changes in liquidity indicators: whether there are signs of liquidity risk contagion.</p><p>In this context, the market may recover, but ups and downs are still not ruled out until the situation becomes clear, especially in Europe, which is heavily exposed to the situation in Russia and Ukraine, and some emerging markets with poor ability to resist risks. But at present, major markets have also been obviously oversold, such as US stocks and Hong Kong stocks. On the contrary, commodities are also obviously overbought, such as gold and oil, and their trends are highly dependent on the geopolitical situation. We are not fully sure of further sharp upward movements from the current high.</p><p>If the situation escalates further, the midstream and downstream sectors and U.S. stock banks may be damaged due to rising costs and flattening interest rate spreads. On the contrary, the concept of price increases (energy and<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>), risk aversion (such as high Dividend) and steady growth to hedge or be more sensitive.</p><p><img src=\"https://static.tigerbbs.com/bc92ff510f18097e03f898ad818256cb\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e748b31464032930039339642e5c8e68\" tg-width=\"865\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/04f97ec43063876c35346a9fe1b8f924\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>(Article source:<a href=\"https://laohu8.com/S/601995\">CICC</a>）</p><p></body></html></p>","source":"eastmoney_highlight","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>Global stock markets have rebounded, has the situation improved?</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\">\nGlobal stock markets have rebounded, has the situation improved?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中金公司</strong><span class=\"h-time small\">2022-03-10 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After a stormy decline, the global stock market finally showed signs of stopping the decline, and all asset performance logic reversed. So, has the situation improved? Has the previous situation been improved? There was a \"big reversal\" in global markets overnight. Brent oil prices fell 11.7% to around US $110/barrel. As a result, European and American stock markets rebounded sharply. European stock markets generally rose by 7 ~ 8%, major U.S. stock indexes also rebounded by more than 2%, and Nasdaq rose by 3.6%. Not only that, gold plummeted back below $2,000, while US Treasury yields surged to 1.96%. It seems that overnight, all asset performance logic has reversed.</p><p>So, has the situation improved? Has the previous situation been improved? Combined with the latest market changes, our comments are as follows for investors' reference.</p><p><img src=\"https://static.tigerbbs.com/4bca86eb3ffdb202070180f4afc804ed\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f005e1b4c8e6ca202adbba9ce28c5aa9\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>First of all, the core contradiction remains in energy and commodity prices. As we analyzed in \"The Second Wave of the Russia-Ukraine Shock: From Risk Aversion to Inflation Concerns\", international oil prices once soared to record highs due to concerns about the decision of the United States and the United Kingdom to announce sanctions on Russian energy imports, superimposed on some other resource products such as wheat, non-ferrous metals, etc. due to de facto supply shocks caused by transportation and military operations also soared, aggravating the market's concerns about inflation and even stagflation.</p><p>It is necessary to tie the bell to untie the bell, which is one of the main reasons for the market's rebound and recovery after the sharp drop in oil prices overnight. The sharp drop in oil prices has something to do with the United States urging the shale oil industry to increase supply and the United Arab Emirates stating that it will push OPEC to increase oil production. According to the Wall Street Journal, the UAE has about 1 million barrels of idle production capacity, but this move has not received a response from other OPEC members, especially Saudi Arabia, and the follow-up progress remains to be seen.</p><p>Secondly, short-term assets and market trends are still highly dependent on the progress of the situation, and the supply premium greatly disturbs short-term price fluctuations. The sharp fluctuation of oil prices overnight has once again become a vivid example of geopolitical trends affecting asset prices.</p><p>What we have previously known and determined is that a factual supply shock has been caused, but more importantly, whether it is an instantaneous upward surge, or whether it will continue to remain high or even rise further. There are certain differences between Europe and the United States on whether to sanction Russian energy exports, which has a lot to do with their dependence. The crude oil imported by the United States from Russia only accounts for less than 8% of its total imports, and Russia's exports to the United States and the United Kingdom only account for less than 2% of its total exports. Europe is more dependent, so without Europe's full participation, the effect of sanctions will be greatly reduced, and it will be difficult to maintain the soaring oil price.</p><p>On the contrary, if Europe and the United States really take strict sanctions, which will lead to a huge gap in Russia's exports of about 7 million barrels, according to the estimation of our bulk group, the supply of all parties can barely fill this \"hole\" (OPEC's production space is 3 million barrels, the remaining production capacity is about 2 million barrels, Iran's 1-1.5 million barrels, and shale oil is estimated to be 2 million barrels), but the problem is that it may still be unavoidable to effectively fill the previous premium, let alone emotional disturbance. This is why, in our previous monthly reports, \"The Russia-Ukraine Situation Superimposed on the Asset Implications of Sino-US Policy Dislocation Monthly Report on Overseas Asset Allocation (2022-03)\" and \"The Second Wave of the Russia-Ukraine Shock: From Risk Aversion to Inflation Concerns\" It suggests that oil prices have been significantly overbought and are not fully sure of a further sharp upward trend from the current high point, but its short-term trend is still highly dependent on the geopolitical situation.</p><p>Export structure of crude oil, and export destinations of Russian crude oil</p><p><img src=\"https://static.tigerbbs.com/14a66838f4318c4fac7680416478e3ed\" tg-width=\"865\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p>Again, what to observe next? Sanctions, rate hike Pathways, Term Spreads, Liquidity Indicators</p><p>Given the current situation, and combined with the four levels of transmission paths given in \"How much impact does the Russia-Ukraine situation affect the global supply chain?\" And \"The second wave of the Russia-Ukraine shock: From risk aversion to inflation concerns\" (the first layer of pure risk aversion is not enough to be afraid; the second layer of supply shocks has already occurred and is currently the most dominant, but the duration and intensity need to be observed, which will affect the \"far-end\" rate hike and inflation path; The third layer of financial liquidity has some changes in the short term but has not yet become dominant; The fourth layer is fundamentals), we believe that the following factors need to be observed:</p><p>1) Progress of sanctions: The geopolitical situation, especially the trend of energy sanctions, is still the most important determinant in the short term.</p><p>2) March FOMC: The upcoming March FOMC will give the follow-up monetary policy path (such as shrinking balance sheet, rate hike level of dot plot). Judging from the current situation, the \"near-end\" operation will still follow the step-by-step rate hike (employment is good, inflation is still high; the market expects a high certainty of 25bp in rate hike in March), but the path of the \"far-end\" rate hike is variable. If the situation between Russia and Ukraine can quickly ease and make the price impact more \"instantaneous\", then the general direction of improving inflationary pressure can still be expected; And if this impact is further solidified, the expected rise of \"far-end\" rate hike and the impact on interest rates and market valuations will also need to be revised upward again.</p><p>3) Term spread: Due to the current risk aversion and even stagflation concerns, the long-term and short-term term spreads have narrowed too rapidly (previously narrowed to only 20bp), so the Fed may need to push the long-term interest rate upward through shrinking balance sheet to avoid too fast inversion (\"If the Fed makes a rate hike of 50bp at a time\").</p><p>4) Changes in liquidity indicators: whether there are signs of liquidity risk contagion.</p><p>In this context, the market may recover, but ups and downs are still not ruled out until the situation becomes clear, especially in Europe, which is heavily exposed to the situation in Russia and Ukraine, and some emerging markets with poor ability to resist risks. But at present, major markets have also been obviously oversold, such as US stocks and Hong Kong stocks. On the contrary, commodities are also obviously overbought, such as gold and oil, and their trends are highly dependent on the geopolitical situation. We are not fully sure of further sharp upward movements from the current high.</p><p>If the situation escalates further, the midstream and downstream sectors and U.S. stock banks may be damaged due to rising costs and flattening interest rate spreads. On the contrary, the concept of price increases (energy and<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>), risk aversion (such as high Dividend) and steady growth to hedge or be more sensitive.</p><p><img src=\"https://static.tigerbbs.com/bc92ff510f18097e03f898ad818256cb\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e748b31464032930039339642e5c8e68\" tg-width=\"865\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/04f97ec43063876c35346a9fe1b8f924\" tg-width=\"865\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>(Article source:<a href=\"https://laohu8.com/S/601995\">CICC</a>）</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://hk.eastmoney.com/a/202203102303814421_0.html\">中金公司</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80a6820aa909b24349894a430fea43b1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","SDOW":"三倍做空道指30ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","TQQQ":"纳指三倍做多ETF","USO":"美国原油ETF","IAU":"黄金信托ETF-iShares","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","PSQ":"做空纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","QQQ":"纳指100ETF","DXD":"两倍做空道琼30指数ETF-ProShares","UCO":"二倍做多彭博原油ETF","DOG":"道指ETF-ProShares做空","DWT":"三倍做空原油ETN","DJX":"1/100道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","SCO":"二倍做空彭博原油指数ETF","DDG":"ProShares做空石油与天然气ETF","GLD":"黄金ETF-SPDR","DUG":"二倍做空石油与天然气ETF(ProShares)","BK4570":"地缘局势概念股","DDM":"2倍做多道指ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"http://hk.eastmoney.com/a/202203102303814421_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218377412","content_text":"经过一轮暴风骤雨式的下跌，全球股市终于出现了止跌迹象，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？隔夜全球市场出现“大逆转”。布伦特油价大跌11.7%至110美元/桶附近，欧美股市因此大幅反弹，欧洲股市普遍大涨7~8%，美股主要指数也反弹2%以上，纳斯达克更是大涨3.6%。不仅如此，黄金大跌重回2000美元以下，而美债利率则冲高升至1.96%。似乎一夜之间，所有的资产表现逻辑都出现了逆转。那么，局势是否就此好转？此前的情形就此得到改善呢？结合最新的市场变化，我们点评如下，供投资者参考。首先，核心矛盾依然在能源和大宗商品价格。如我们在《俄乌冲击的第二波：从避险情绪到通胀担忧》中分析，受美国和英国宣布制裁俄罗斯能源进口决定的担忧，国际油价一度飙升至历史新高，叠加其他一些资源品如小麦、有色金属等等因为运输和军事行动导致的事实性供应冲击同样大涨，加重了市场对于通胀甚至滞胀的担忧情绪，市场的交易逻辑也因此发生变化，导致全球市场普跌、避险和抗通胀资产上涨。解铃还须系铃人，隔夜油价大跌市场反弹修复的一个主要原因。油价大跌则与美国敦促页岩油行业加大供给、以及阿联酋表示将推动OPEC增加石油生产有一定关系。根据华尔街日报报道，阿联酋有100万桶左右的空闲产能，不过此举并没有得到其他OPEC成员特别是沙特的响应，后续进展仍有待观察。其次，短期资产和市场走势依然高度依赖事态进展，供应溢价对于短期价格波动扰动很大。隔夜油价的大幅波动再度成为一个地缘趋势影响资产价格的生动例子。此前我们已知且确定的是事实性的供应冲击已经造成，但更重要是究竟是瞬时的上冲、还是会持续维持高位甚至进一步上行。欧美在是否制裁俄罗斯能源出口上存在一定分歧，与其依赖度不同有很大关系，美国从俄罗斯进口的原油只占其总进口的8%不到，俄罗斯对美国和英国的出口比例只占其总出口的2%不到。而欧洲依赖度更高，故没有欧洲的全面加入，制裁效果就会大打折扣，冲高的油价也很难维持。相反，如果欧美果真采取严格的制裁措施，进而导致俄罗斯大约700万桶的出口出现巨大缺口，根据我们大宗组估算，各方的供应也可以刚好勉强填补这个“窟窿”(OPEC产量空间300万桶，剩余产能200万桶左右，伊朗100-150万桶，页岩油估算200万桶)，但问题是在能够有效填补之前的溢价上冲可能还是难以避免，更不用说情绪的扰动。这也就是为什么，我们在此前月报《俄乌局势叠加中美政策错位的资产含义海外资产配置月报(2022-03)》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中提示油价已经大幅超买、对于从当前高点进一步大幅向上并没有充足把握，但其短期走势依然高度依赖地缘局势的原因。原油的出口结构，以及俄罗斯原油的出口目的地再次，接下来观察什么？制裁、加息路径、期限利差、流动性指标给定当前的局面，以及结合我们在《俄乌局势对全球供应链影响有多大？》和《俄乌冲击的第二波：从避险情绪到通胀担忧》中给出的四个层次的传导路径(第一层单纯的避险情绪不足为惧；第二层供给冲击已经发生目前最为显性，但持续时间和强度需要观察，会影响“远端”的加息和通胀路径；第三层的金融流动性短期有一些变化但尚未成为主导；第四层是基本面)，我们认为重点需要观察以下几个因素：1)制裁进展：地缘局势特别是能源制裁的动向依然是短期最重要的决定因素。2)3月FOMC:即将临近的3月FOMC给出后续货币政策路径(如缩表、点阵图的加息水平)。从目前局势看，“近端”操作上依然会按部就班加息(就业好、通胀依然高；市场预期3月加息25bp确定性较高)，但“远端”加息路径有变数。如果俄乌局势能很快缓解使得价格影响较为“瞬时”，那么通胀压力改善的大方向仍可期待；而如果这一冲击进一步固化的话，“远端”加息预期的抬升和对利率与市场估值的冲击也需要再度上修。3)期限利差：由于当前避险甚至滞胀担忧交织导致长短端期限利差过快速收窄(此前一度收窄至仅20bp)，因此美联储可能会需要通过缩表来推动长端利率上行以避免过快倒挂(《如果美联储一次加息50bp》)，但是如果通胀持续高企甚至远端通胀比预期的要高得更久更大，那么“曲线倒挂”引发的衰退预期、货币政策两难、企业利润侵蚀、银行板块利润受损等负面影响都可能逐步显现。4)流动性指标的变化：是否存在流动性风险蔓延的迹象。在这一背景下，市场或有修复但依然不排除起伏直到情形明朗，尤其是对俄乌局势敞口大的欧洲和部分抵御风险能力差的新兴市场。但目前主要市场也已经明显超卖，如美股和港股。相反，大宗商品也明显超买，如黄金和石油，其走势高度依赖地缘局势，我们对于从当前高点进一步大幅向上并没有充足把握。如果局势进一步升级，中下游板块和美股银行因为成本抬升和利差走平可能受损，而相反涨价概念(能源和农产品)、避险(如高股息)和稳增长发力对冲或更敏感。（文章来源：中金公司）","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"UBmain":0.9,"QID":0.6,"USO":0.6,"SGCmain":0.6,"UCO":0.6,"UDOW":0.6,"ZFmain":0.9,"GLD":0.6,"CLmain":0.9,"DOG":0.6,"PSQ":0.6,"ZBmain":0.9,"IAU":0.6,"QLD":0.6,"GDX":0.6,"GCmain":0.9,"NUGT":0.6,"DXD":0.6,"QMmain":0.6,"DWT":0.6,"DDG":0.6,"DUG":0.6,".DJI":0.81,"SCO":0.6,"MNQmain":0.6,"BZmain":0.6,"DDM":0.6,"MGCmain":0.6,"DWTIF":0.6,"DJX":0.6,"SQQQ":0.6,".IXIC":0.76,"ZTmain":0.9,"ZNmain":0.9,"TQQQ":0.6,"QQQ":0.6,"TNmain":0.9,"UWTIF":0.6,"SGUmain":0.6,"NQmain":0.6,"SDOW":0.6,"DUST":0.6}},"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145676719,"gmtCreate":1626223548131,"gmtModify":1703755763555,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145676719","repostId":"1103312798","repostType":4,"repost":{"id":"1103312798","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":1626220799,"share":"https://ttm.financial/m/news/1103312798?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:59","market":"hk","language":"zh","title":"Meituan allotted 11.353 million shares to Tencent, raising nearly US $400 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1103312798","media":"老虎资讯综合","summary":"7月13日晚间，美团发布公告，腾讯认购协议所载腾讯认购事项的所有先决条件均已达成。因此，腾讯认购事项已于2021年7月13日完成。\n腾讯认购事项完成后，公司已向腾讯配发及发行1135.3万股腾讯认购股","content":"<p>On the evening of July 13, Meituan announced that all the preconditions for Tencent's subscription contained in the Tencent subscription agreement had been met. Therefore, the Tencent Subscription was completed on July 13, 2021.</p><p>After the completion of Tencent's subscription, the company has allotted and issued 11.353 million Tencent subscription shares to Tencent, equivalent to 0.2% of the company's issued share capital enlarged by the issuance of Tencent subscription shares. The estimated subscription price of Tencent (after deduction of relevant fees, costs and expenses) is approximately HK $273.78.</p><p>The estimated net proceeds from the Tencent Subscription are expected to be approximately US $400 million. The company intends to use the estimated net proceeds from Tencent's subscription for technological innovation, including research and development in cutting-edge technology fields such as unmanned vehicles and drone distribution and general corporate purposes.</p><p><img src=\"https://static.tigerbbs.com/813a2d134a657f59a31eff8ddd46220b\" tg-width=\"726\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></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>Meituan allotted 11.353 million shares to Tencent, raising nearly US $400 million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan allotted 11.353 million shares to Tencent, raising nearly US $400 million\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\">2021-07-14 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On the evening of July 13, Meituan announced that all the preconditions for Tencent's subscription contained in the Tencent subscription agreement had been met. Therefore, the Tencent Subscription was completed on July 13, 2021.</p><p>After the completion of Tencent's subscription, the company has allotted and issued 11.353 million Tencent subscription shares to Tencent, equivalent to 0.2% of the company's issued share capital enlarged by the issuance of Tencent subscription shares. The estimated subscription price of Tencent (after deduction of relevant fees, costs and expenses) is approximately HK $273.78.</p><p>The estimated net proceeds from the Tencent Subscription are expected to be approximately US $400 million. The company intends to use the estimated net proceeds from Tencent's subscription for technological innovation, including research and development in cutting-edge technology fields such as unmanned vehicles and drone distribution and general corporate purposes.</p><p><img src=\"https://static.tigerbbs.com/813a2d134a657f59a31eff8ddd46220b\" tg-width=\"726\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103312798","content_text":"7月13日晚间，美团发布公告，腾讯认购协议所载腾讯认购事项的所有先决条件均已达成。因此，腾讯认购事项已于2021年7月13日完成。\n腾讯认购事项完成后，公司已向腾讯配发及发行1135.3万股腾讯认购股份，相当于公司经发行腾讯认购股份扩大的已发行股本的0.2%。估计腾讯认购价（经扣除有关费用、成本及开支）约为273.78港元。\n腾讯认购事项的估计所得款项净额预计约为4亿美元。公司拟将腾讯认购事项的估计所得款项净额用于技术创新，包括无人车、无人机配送等前沿技术领域的研发及一般公司用途。","news_type":1,"symbols_score_info":{"03690":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087702445,"gmtCreate":1651048679441,"gmtModify":1676534840633,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>hi","text":"$拼多多(PDD)$hi","images":[{"img":"https://community-static.tradeup.com/news/b95b499f1433803c2c0d233149988f5d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087702445","isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082770306,"gmtCreate":1650609691281,"gmtModify":1676534763455,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","listText":"<a href=\"https://ttm.financial/S/PDD\">$拼多多(PDD)$</a>152","text":"$拼多多(PDD)$152","images":[{"img":"https://community-static.tradeup.com/news/6bd68e2532e5c21eda61f4182f437ac8","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082770306","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012605386,"gmtCreate":1649316656302,"gmtModify":1676534490686,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00317\">$中船防务(00317)$</a>oh","listText":"<a href=\"https://ttm.financial/S/00317\">$中船防务(00317)$</a>oh","text":"$中船防务(00317)$oh","images":[{"img":"https://community-static.tradeup.com/news/97759cb90dbb84c07d11bdc35b1418b1","width":"1125","height":"2671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012605386","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897506477,"gmtCreate":1628934798999,"gmtModify":1676529896482,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897506477","repostId":"1136171534","repostType":4,"repost":{"id":"1136171534","kind":"news","pubTimestamp":1628915280,"share":"https://ttm.financial/m/news/1136171534?lang=en_US&edition=fundamental","pubTime":"2021-08-14 12:28","market":"us","language":"zh","title":"The U.S. infrastructure plan may change! Nine moderate Democrats \"defected\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1136171534","media":"智通财经网","summary":"这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。","content":"<p>Author: Chen Shiye</p><p>Nine moderate House Democrats in the United States jointly sent a letter to House Speaker Pelosi, threatening to have reservations about the follow-up spending plan of $3.5 trillion before the infrastructure bill passed by the two parties is officially signed into law.</p><p>\"We will not consider voting for a $3.5 trillion budget resolution until the bipartisan Infrastructure Investment and Jobs Act is passed and signed into law in the House of Representatives,\" Democrats wrote in the letter.</p><p>The moderate stance could derail Pelosi's plans to bring the budget resolution to the House for a vote in the week of Aug. 23. The slight advantage of Democrats behind Pelosi means that she can only withstand the defection of up to three members of the party in the budget plan vote. It is expected that the bill will not be supported by any Republicans in the House of Representatives.</p><p>The letter puts Pelosi once again in a rally between moderate and radical wings of House Democrats.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals within the House of Representatives, Pelosi vowed to wait until the Senate completed the passage of the 3.5 trillion budget plan before voting on the infrastructure bill to ensure that social projects and climate change issues are prioritized. Collectively, the infrastructure package and policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The president of the Blue Dog Alliance said they \"remain opposed to any unnecessary justification for delaying these critical infrastructure investments that will create well-paying jobs, keep American businesses competitive, and boost American economic growth.\"</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>The U.S. infrastructure plan may change! Nine moderate Democrats \"defected\"</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 U.S. infrastructure plan may change! Nine moderate Democrats \"defected\"\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\">2021-08-14 12:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Chen Shiye</p><p>Nine moderate House Democrats in the United States jointly sent a letter to House Speaker Pelosi, threatening to have reservations about the follow-up spending plan of $3.5 trillion before the infrastructure bill passed by the two parties is officially signed into law.</p><p>\"We will not consider voting for a $3.5 trillion budget resolution until the bipartisan Infrastructure Investment and Jobs Act is passed and signed into law in the House of Representatives,\" Democrats wrote in the letter.</p><p>The moderate stance could derail Pelosi's plans to bring the budget resolution to the House for a vote in the week of Aug. 23. The slight advantage of Democrats behind Pelosi means that she can only withstand the defection of up to three members of the party in the budget plan vote. It is expected that the bill will not be supported by any Republicans in the House of Representatives.</p><p>The letter puts Pelosi once again in a rally between moderate and radical wings of House Democrats.</p><p>Currently, the $550 billion infrastructure bill is on hold. Previously, in order to meet the demands of radicals within the House of Representatives, Pelosi vowed to wait until the Senate completed the passage of the 3.5 trillion budget plan before voting on the infrastructure bill to ensure that social projects and climate change issues are prioritized. Collectively, the infrastructure package and policies outlined in the budget framework form the core of the economic agenda set by the Biden administration.</p><p>Leaders of the House Blue Dog Coalition issued a statement Tuesday calling on Pelosi to quickly vote on the infrastructure bill. The Blue Dog Coalition is made up of fiscally conservative Democrats.</p><p>The president of the Blue Dog Alliance said they \"remain opposed to any unnecessary justification for delaying these critical infrastructure investments that will create well-paying jobs, keep American businesses competitive, and boost American economic growth.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/535111.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/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/535111.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1136171534","content_text":"作者： 陈诗烨\n美国九名温和派众议院民主党人士联名去信众议院议长佩洛西，威胁道，在两党通过的基建法案正式签署成为法律前，他们将对3.5万亿美元的后续支出计划持保留意见。\n民主党人在这封信中写道:“两党支持的《基础设施投资和就业法案》(Infrastructure Investment and Jobs Act)在众议院通过并签署成为法律之前，我们不会考虑投票支持3.5万亿美元的预算决议。”\n温和派的立场可能会破坏佩洛西在8月23日当周将预算决议提交众议院投票的计划。佩洛西背后民主党人微弱优势意味着，她只能在预算计划投票中最多承受三名该党派成员倒戈，预计该议案在众议院不会得到任何共和党人的支持。\n这封信让佩洛西再次陷入众议院民主党温和派和激进派之间的拉力赛。\n目前，5500亿美元的基础设施法案被搁置。此前为了满足众议院内部激进派的要求，佩洛西誓言要等到参议院完成该3.5万亿预算方案通过后，才表决基础设施法案，以确保优先解决社会项目和气候变化问题。总的来说，基础设施的一揽子计划和预算框架中概述的政策构成了拜登政府制定的经济议程核心。\n众议院蓝狗联盟(House Blue Dog Coalition)的领导人星期二发表声明，呼吁佩洛西迅速对基础设施法案进行投票。蓝狗联盟由财政上保守的民主党人组成。\n蓝狗联盟主席表示，他们“仍然反对任何不必要的理由推迟这些关键基础设施投资，这些投资将创造高薪就业机会，保持美国企业的竞争力，并促进美国经济增长。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119986874,"gmtCreate":1622513423098,"gmtModify":1704185396717,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119986874","repostId":"1126645325","repostType":4,"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913548425,"gmtCreate":1664028747267,"gmtModify":1676537381177,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"ho","listText":"ho","text":"ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913548425","repostId":"1183099287","repostType":4,"repost":{"id":"1183099287","kind":"news","pubTimestamp":1663985986,"share":"https://ttm.financial/m/news/1183099287?lang=en_US&edition=fundamental","pubTime":"2022-09-24 10:19","market":"us","language":"zh","title":"To fight inflation, the Fed calculates \"political accounts\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1183099287","media":"雪涛宏观笔记","summary":"美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。","content":"<p><html><head></head><body>Author: Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that cannot be controlled-inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, restructuring of global supply chains caused by conflicting trade rules, and the labor gap caused by long-covid and aging, etc. These factors are not sensitive to interest rates.</p><p>In June this year, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" dismantled the contribution of supply factors and demand factors to U.S. inflation. The results showed that<b>Supply factors contributed more than half to the rise in U.S. PCE inflation (4.8 pp) after the epidemic</b>； The contribution of demand factors to the rise in CPI inflation is about one-third. This is not surprising, especially considering the sharp rise in global energy and food prices in the wake of the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in U.S. PCE inflation after the epidemic</span></p><p>For a long time, the Federal Reserve has believed that the inflation indicator that can achieve the control goal through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half to the post-epidemic increase in U.S. core PCE inflation (3.3 pp). In particular, service inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, which is also a factor beyond the control of the Fed. Therefore, the rebound of U.S. core CPI from 5.9% to 6.3% in August is a big shock to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been basically ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: U.S. core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geographical factors, supply chain factors, labor factors, etc. in overall inflation, but<b>Since June, the Fed has seen two startling and important shifts</b>。</p><p>The first shift is that the Fed set the inflation target of monetary policy,<b>From the core PCE that is \"uncontrollable\" to the CPI that is \"completely uncontrollable\"</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen era is the core PCE, and Powell has not publicly revised the inflation rate indicator of the Taylor Rule. But at a press conference at the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to the inflation expectations of the masses.\"</p><p>The second change is that the Fed canceled its forward-looking guidance on market expectations and left every interest rate decision to be determined by the data of the past period. This also puzzles the market. Why should the Federal Reserve throw away the expected guidance it is proud of and turn to a meeting and a discussion to artificially create market fluctuations?</p><p>The answer is<b>The Fed is not calculating \"economic accounts\".</b></p><p><b>The Fed should stop the rate hike immediately if the economy is calculated</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Federal Reserve, the Federal Reserve unexpectedly significantly lowered its economic forecast for this year and next.<b>U.S. GDP growth forecast for 22 years lowered to 0.2% from 1.7% in June</b>, the 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Federal Reserve has significantly raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects to have 125bp of rate hike for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecast</span></p><p><b>These self-contradictions, which cannot be explained from the economic perspective, actually stem from political pressure.</b>Don't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to the poll results on realclearpolitcs, Biden's latest approval rating is only 43%, and his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33% and disapproval rating is 65%</b>。 The issue of inflation is the Achilles' heel of the Democratic Party's mid-term elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only resulted in an increase of 100,000 barrels in production, and the 100,000 barrels were reduced soon after. In order to alleviate political responsibility, Biden threw the problem to the Federal Reserve. The reason why Biden has made several speeches on the inflation situation this year is that the president personally called for inflation to put pressure on the Fed, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rate is only 43%</span></p><p><b>What the financial market is concerned about is not (economic) inflation and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key node in politics is the mid-term election of Congress, which will be held on November 8th. This time, all the seats in the House of Representatives and one-third of the seats in the Senate will be re-elected.<b>Before the mid-term elections, the Fed's November interest rate meeting will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be The critical point in time for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation exceeds expectations, Fed tightens more than expected, U.S. labor market weakens more than expected</p><p></body></html></p>","source":"xthgbj","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>To fight inflation, the Fed calculates \"political accounts\"</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\">\nTo fight inflation, the Fed calculates \"political accounts\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">雪涛宏观笔记</strong><span class=\"h-time small\">2022-09-24 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Xiang Jingshu, Song Xuetao</p><p><b>The Fed's challenge, like other central banks, is how to control one thing that cannot be controlled-inflation.</b>Most of today's U.S. inflation is caused by supply reasons, including but not limited to: energy and food supply shortages, supply disruptions caused by war and geopolitics, restructuring of global supply chains caused by conflicting trade rules, and the labor gap caused by long-covid and aging, etc. These factors are not sensitive to interest rates.</p><p>In June this year, the San Francisco Fed's study \"How Much Do Supply and Demand Drive Inflation\" dismantled the contribution of supply factors and demand factors to U.S. inflation. The results showed that<b>Supply factors contributed more than half to the rise in U.S. PCE inflation (4.8 pp) after the epidemic</b>； The contribution of demand factors to the rise in CPI inflation is about one-third. This is not surprising, especially considering the sharp rise in global energy and food prices in the wake of the Russia-Ukraine war.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3b3ca0373bf69ba1523730097d504b2\" tg-width=\"877\" tg-height=\"477\" width=\"100%\" height=\"auto\"/><span>Figure 1: Supply factors contributed more than half to the rise in U.S. PCE inflation after the epidemic</span></p><p>For a long time, the Federal Reserve has believed that the inflation indicator that can achieve the control goal through rate hike to curb demand is core inflation. However, this report found that supply factors also contributed nearly half to the post-epidemic increase in U.S. core PCE inflation (3.3 pp). In particular, service inflation, which accounts for 70% of core inflation, faces a structural and persistent labor supply shortage, which is also a factor beyond the control of the Fed. Therefore, the rebound of U.S. core CPI from 5.9% to 6.3% in August is a big shock to the market, because it shows that<b>The Fed's approach to controlling inflation through rate hike has been basically ineffective.</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36edcaf805cce59efbb322e1ff417905\" tg-width=\"878\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><span>Figure 2: U.S. core CPI rebounded in August</span></p><p>Although the Fed is helpless about energy and food prices, geographical factors, supply chain factors, labor factors, etc. in overall inflation, but<b>Since June, the Fed has seen two startling and important shifts</b>。</p><p>The first shift is that the Fed set the inflation target of monetary policy,<b>From the core PCE that is \"uncontrollable\" to the CPI that is \"completely uncontrollable\"</b>。 The normal monetary policy rule is to curb core demand such as real estate and consumer goods through rate hike to achieve the purpose of reducing inflation. The inflation rate adopted by the Taylor Rule (Bernanke Rule, Yellen Rule) during the Bernanke and Yellen era is the core PCE, and Powell has not publicly revised the inflation rate indicator of the Taylor Rule. But at a press conference at the interest rate meeting in June this year, Powell said, \"The Fed is now very concerned about headline inflation, not just core inflation, because headline inflation is related to the inflation expectations of the masses.\"</p><p>The second change is that the Fed canceled its forward-looking guidance on market expectations and left every interest rate decision to be determined by the data of the past period. This also puzzles the market. Why should the Federal Reserve throw away the expected guidance it is proud of and turn to a meeting and a discussion to artificially create market fluctuations?</p><p>The answer is<b>The Fed is not calculating \"economic accounts\".</b></p><p><b>The Fed should stop the rate hike immediately if the economy is calculated</b>。 Because in the SEP (Quarterly Economic Forecast) just released by the Federal Reserve, the Federal Reserve unexpectedly significantly lowered its economic forecast for this year and next.<b>U.S. GDP growth forecast for 22 years lowered to 0.2% from 1.7% in June</b>, the 23-year growth forecast was lowered to 1.2% from 1.7% in June. However, while being so pessimistic about the economy, the Federal Reserve has significantly raised its Federal Funds rate target at the end of this year, from 3.4% in June to 4.4%, which means that the Fed expects to have 125bp of rate hike for the remaining two interest rate meetings this year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbe7d98c94af5a78ca5f52a6d12e1430\" tg-width=\"869\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Figure 3: September Fed FOMC economic and inflation forecast</span></p><p><b>These self-contradictions, which cannot be explained from the economic perspective, actually stem from political pressure.</b>Don't the Fed know the above truth? Of course not, but politics won't allow it.</p><p>According to the poll results on realclearpolitcs, Biden's latest approval rating is only 43%, and his disapproval rating is 53%.<b>Biden's approval rating for handling inflation is only 33% and disapproval rating is 65%</b>。 The issue of inflation is the Achilles' heel of the Democratic Party's mid-term elections. Suppressing inflation should have been Biden's \"political account\", but the failed trip to the Middle East only resulted in an increase of 100,000 barrels in production, and the 100,000 barrels were reduced soon after. In order to alleviate political responsibility, Biden threw the problem to the Federal Reserve. The reason why Biden has made several speeches on the inflation situation this year is that the president personally called for inflation to put pressure on the Fed, which was rare in the past.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b848b8f79304cbaf26042460003664cf\" tg-width=\"866\" tg-height=\"503\" width=\"100%\" height=\"auto\"/><span>Figure 4: Biden's approval rate is only 43%</span></p><p><b>What the financial market is concerned about is not (economic) inflation and whether the Fed can really control (economic) inflation, but how much rate hike the Fed wants (for politics) this time. Therefore, the core of predicting the Fed's rate hike behavior is not to predict inflation, but to understand the Fed's \"political account\".</b></p><p>Next, the key node in politics is the mid-term election of Congress, which will be held on November 8th. This time, all the seats in the House of Representatives and one-third of the seats in the Senate will be re-elected.<b>Before the mid-term elections, the Fed's November interest rate meeting will be held (November 1st-2nd), so the Fed may still have political priority in November, but the last interest rate meeting on December 13th-14th will probably be The critical point in time for the Fed's objective function to change.</b></p><p><b>Risk warning</b></p><p>U.S. inflation exceeds expectations, Fed tightens more than expected, U.S. labor market weakens more than expected</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff\">雪涛宏观笔记</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI0MzMzNzczNQ==&mid=2247502127&idx=1&sn=765a7266bd802c39b2139d29a5973dfd&chksm=e96c1647de1b9f519f1d593eee43ec301f4b2d58bc514f8fcc3b9bde3464e4fd177d081a6cff","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183099287","content_text":"作者：向静姝、宋雪涛美联储的挑战和其他央行一样，都是如何控制一个无法控制的东西——通胀。今天大多数的美国通胀都是由供给原因所产生的，这些原因包括但不限于：能源和食品供应短缺，战争和地缘政治导致的供应中断，贸易规则冲突导致的全球供应链重构，以及长新冠（long-covid）和老龄化导致的劳动力缺口等。而这些因素对于利率并不敏感。今年6月，旧金山联储的研究《How Much Do Supply and Demand Drive Inflation》拆解了美国通胀的供给因素和需求因素的贡献，结果显示供给因素对于疫情后美国PCE通胀上升（4.8pp）的贡献，超过了一半；而需求因素对于CPI通胀上升的贡献，大概是三分之一。这并不令人感到意外，特别是考虑到俄乌战争之后，全球的能源和食品价格出现了剧烈的上涨。图1：供给因素对疫后美国PCE通胀上升的贡献超过一半一直以来，联储认为能够通过加息抑制需求来实现调控目标的通胀指标是核心通胀。但是这篇报告发现，供给因素对疫后美国核心PCE通胀上升（3.3pp）的贡献率也接近一半。尤其是核心通胀中占比70%的服务通胀，所面对的问题是结构性和持续性的劳动力供给短缺，这也是联储无法控制的因素。所以8月美国核心CPI从5.9%反弹至6.3%对于市场是个不小的震慑，因为这说明了联储通过加息控制通胀的做法基本没有效果。图2：8月美国核心CPI出现反弹虽然联储对于总体通胀中的能源和食品价格、地缘因素、供应链因素、劳动力因素等等束手无策，但是6月以来，联储出现了两个惊人且重要的转变。第一个转变是联储把货币政策的通胀目标，从“无法完全控制”的核心PCE，转向了“完全无法控制”的CPI。正常的货币政策规则是通过加息抑制房地产和消费品等核心需求，以实现降低通胀的目的。伯南克和耶伦时期的泰勒规则（伯南克规则、耶伦规则）采用的通胀率都是核心PCE，鲍威尔也没有公开修改过泰勒规则的通胀率指标。但是在今年6月议息会议的新闻发布会上，鲍威尔表示，“联储现在非常关心总体通胀，而不单是核心通胀，因为总体通胀与群众的通胀预期有关”。第二个转变是联储取消了对市场预期的前瞻指引，把每一次利率决议都交给了过去一段时间的数据所决定。这也令市场费解，联储为什么要丢掉赖以为豪的预期指引，转为一会一议，人为地制造市场波动呢？答案是联储算的不是“经济账”。如果算经济账，联储应该立即停止加息。因为在联储刚刚公布的SEP（季度经济预测）中，联储令人意外地大幅下调了今明两年的经济预测，22年美国GDP增速预测从6月1.7%下调至0.2%，23年增速预测从6月1.7%下调至1.2%。但是在对经济如此悲观的同时，联储又大幅上调了今年底的联邦基金利率目标，从6月的3.4%上调至4.4%，这意味着今年剩下的两次议息会议，联储预计还有125bp的加息。图3：九月联储FOMC经济和通胀预测这些在经济视角里无法解释的自相矛盾，其实都源于政治压力。联储不知道以上道理吗？当然不是，但政治不允许。根据realclearpolitcs上的民调结果，拜登的最新支持率仅有43%，不支持率有53%，拜登处理通胀问题的支持率只有33%，不支持率有65%。通胀问题是民主党中期选举的致命弱点，压通胀本该是拜登的“政治账”，但是失败的中东旅行只换来了10万桶增产，而且不久之后这10万桶又被减回去了。为了减轻政治责任，拜登把问题抛给了美联储，拜登今年以来数次就通胀形势发表讲话的原因，总统亲自喊话通胀施压联储，这在过去是罕见的。图4：拜登支持率仅43%金融市场关心的并不是（经济上的）通胀，以及联储是否真的能控制（经济上的）通胀，而是联储（为了政治）这次又要加息多少。因此预测联储的加息行为，核心不是预测通胀，而是理解联储的“政治账”。接下来，政治的关键节点是国会中期选举，时间在11月8日，这次将改选国会众议院全部席位和参议院三分之一席位。在中期选举之前，联储11月议息会议就会举行（11月1日-2日），所以11月联储可能仍要政治优先，但是12月13-14日的最后一次议息会议，将可能是联储的目标函数发生转变的关键时点。风险提示美国通胀超预期，美联储紧缩超预期，美国劳动力市场走弱超预期","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071209085,"gmtCreate":1657530334547,"gmtModify":1676536020872,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071209085","repostId":"2250981695","repostType":4,"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053123719,"gmtCreate":1654501139731,"gmtModify":1676535458461,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053123719","repostId":"1123325548","repostType":4,"repost":{"id":"1123325548","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":1654495810,"share":"https://ttm.financial/m/news/1123325548?lang=en_US&edition=fundamental","pubTime":"2022-06-06 14:10","market":"other","language":"zh","title":"The Hang Seng Technology Index rose 3%, and Keike rose about 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123325548","media":"老虎资讯综合","summary":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","content":"<p><html><head></head><body>On June 6, the Hang Seng Technology Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up about 12%, Meituan rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Hang Seng Technology Index rose 3%, and Keike rose about 13%</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; 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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 Hang Seng Technology Index rose 3%, and Keike rose about 13%\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\">2022-06-06 14:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 6, the Hang Seng Technology Index rose 3%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Up about 13%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up about 12%, Meituan rose about 9%,<a href=\"https://laohu8.com/S/002594\">BYD</a>Up nearly 6%.<img src=\"https://static.tigerbbs.com/e12133d42e27dfb827cbcd38b301a72d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f28f1681785a539b310d11073dc6047d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","relate_stocks":{"02015":"理想汽车-W","HSTECH":"恒生科技指数","BK4548":"巴美列捷福持仓","BK4079":"房地产服务","BK4505":"高瓴资本持仓","BEKE":"贝壳","BK4504":"桥水持仓","02423":"贝壳-W","BK4509":"腾讯概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123325548","content_text":"6月6日，恒生科技指数涨3%，贝壳涨约13%，理想汽车涨约12%，美团涨约9%，比亚迪涨近6%。","news_type":1,"symbols_score_info":{"02015":0.9,"HSTECH":0.9,"02423":0.9,"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061173594,"gmtCreate":1651591409152,"gmtModify":1676534932431,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061173594","repostId":"1171403459","repostType":4,"repost":{"id":"1171403459","kind":"news","pubTimestamp":1651591243,"share":"https://ttm.financial/m/news/1171403459?lang=en_US&edition=fundamental","pubTime":"2022-05-03 23:20","market":"sh","language":"zh","title":"Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)","url":"https://stock-news.laohu8.com/highlight/detail?id=1171403459","media":"中国证券报","summary":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股","content":"<p><div>After the A-share market closed in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3, 21 securities firms including China Securities Construction Investment, Guosen Securities, China Galaxy, and Huatai Securities have released their investment portfolios for May 2022, recommending nearly 160 A-shares and Hong Kong stocks for monthly gold stocks, Kweichow Moutai and \"Securities Mao\" Oriental Fortune are the most promising. In addition, industry leaders such as \"waterproof Mao\" and \"tax-free Mao\" have also been jointly recommended by many securities firms. Regarding the market trend in May, institutions believe that the dawn has already appeared, but they need to wait patiently for the policy to take effect, and the overall focus may still be on consolidation. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>","source":"zgzqb","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>Many \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)</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\">\nMany \"Mao\" were shortlisted for brokerage gold stocks in May! Focus on two main lines in the market outlook (with shares)\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2022-05-03 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>After the A-share market closed in April, the investment portfolios and strategic views of major securities firms in May were released one after another. According to incomplete statistics, as of May 3, 21 securities firms including China Securities Construction Investment, Guosen Securities, China Galaxy, and Huatai Securities have released their investment portfolios for May 2022, recommending nearly 160 A-shares and Hong Kong stocks for monthly gold stocks, Kweichow Moutai and \"Securities Mao\" Oriental Fortune are the most promising. In addition, industry leaders such as \"waterproof Mao\" and \"tax-free Mao\" have also been jointly recommended by many securities firms. Regarding the market trend in May, institutions believe that the dawn has already appeared, but they need to wait patiently for the policy to take effect, and the overall focus may still be on consolidation. From...</p><p><a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw\">中国证券报</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":{"000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/X6REi-is7_ihybxME8w9Uw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171403459","content_text":"A股4月行情收官后，各大券商5月投资组合及策略观点日前陆续出炉。据不完全统计，截至5月3日，目前已有中信建投、国信证券、中国银河、华泰证券等21家券商发布了2022年5月投资组合，共推荐近160只A股及港股月度金股，贵州茅台及“券茅”东方财富最受看好，此外，“防水茅”“免税茅”等行业龙头也获得多家券商联合推荐。对于5月市场行情走势，机构认为曙光已现，但需耐心等待政策发力，整体上或仍以盘整为主。从配置思路看，5月券商更青睐相对高景气的稳增长及消费方向。行业茅布局价值受推崇从已发布的报告看，贵州茅台是券商5月最看好的个股，公司获得了中国银河、开源证券、华泰证券、国联证券、平安证券、东北证券、山西证券共7家券商的联合推荐。2022年一季度贵州茅台归母净利润实现了23.6%的同比增幅，华泰证券认为，公司攻守兼备，短期疫情影响及宏观环境不确定背景下，公司依靠需求韧性和自身的经营改革深化，业绩增长有望逆势提速。长期看，公司优秀的品牌力和强大的定价权支撑发展动能仍足。“券茅”东方财富5月同样入围了7家券商的金股名单，推荐券商包括中信建投、中国银河、开源证券、东吴证券、东亚前海证券、华安证券、山西证券。中信建投认为，东方财富中长期受益于资本市场扩容与财富管理，整体业绩体现为向上弹性较大，向下弹性较低的特征，当前时点建议配置。券商5月推荐次数居前的金股中，有不少属于各行各业的“行业茅”，如“防水茅”东方雨虹、“免税茅”中国中免、“地茅”万科A、“猪茅”牧原股份；此外，“海运茅”中远海控、“奶茅”伊利股份、“光伏茅”隆基股份、“车茅”比亚迪等也获得部分券商推荐。券商5月推荐次数居前金股数据来源：券商研报从所属申万一级行业分布情况看，券商5月推荐金股属于食品饮料行业的最多，合计14只；属于机械设备、电力设备、电子三大行业个股分别有11只、10只、10只；基础化工、医药生物、计算机等行业“金股”分布也较为密集。21家券商5月金股名单数据来源：券商研报曙光已现 耐心等待政策发力“五一”假期后A股市场将如何演绎？目前，多数券商对5月行情仍持较为谨慎的态度。中国银河证券认为，国内疫情反复对于经济的影响是投资者主要的担忧之一，俄乌地缘冲突持续导致供给冲击带来的商品价格上涨的风险仍不可忽视。同时，5月初美联储第二次加息和缩表计划都大概率落地，外围的风险扰动虽仍在，但应该将关注点回归国内稳增长的情况。当前曙光已现，需耐心等待政策发力以及投资者预期和信心修复。光大证券认为，未来市场仍有一定压力，但积极因素的增加有望“稳住”市场：当前国内经济和A股盈利仍有一定压力，但国内疫情的缓和也有助于缓解市场的悲观情绪；另一方面，中央财经委会议强调全面加强基础设施建设，构建现代化基础设施体系，未来更多稳增长相关的政策或将出台。近期A股市场迎来超跌反弹，对此平安证券认为，主要受到近期疫情形势出现边际好转和支持政策加码落地的催化。不过，考虑到目前内需仍然偏弱，经济底大概率在二季度确认，更多实质性政策有待落地，A股市场5月预计整体仍以盘整为主。伴随着一季报披露完毕，山西证券认为市场有望重回结构性修复行情，但此次疫情对供应链的冲击较为明显，部分行业的预期修复仍有待业绩印证，海外紧缩周期后全球金融环境仍面临一定不确定性，或对市场风险偏好产生阶段性冲击。关注稳增长及消费方向对于后市配置，5月份，券商对于相对高景气的稳增长及消费方向关注度较高。光大证券认为，稳增长方向或将是资本市场最重要的主线之一，而历史上历次固定资产投资增速上行区间，“稳增长”相关板块均表现突出。看好传统基建方向的建筑、建材、银行、地产等行业，以及新基建方向的风电、光伏等行业。对于消费板块，东北证券认为，市场对于疫情的担忧已经有所缓解，后续在“科学防疫”政策以及数字化治理、特效药与疫苗的推行下，需求有望得到释放，酒店餐饮、旅游及景区、体育和餐饮等大众消费板块有望迎来边际改善。开源证券建议，投资者5月配置“六成进攻成长，四成防御价值”，具体看好三类方向：成长属性，包括“新半军”(新能源、半导体和军工)、高端制造业等产业链；疫情后修复，包括互联网物流平台，新能源汽车、半导体产业链修复等；食品饮料等必选消费方向。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083861113,"gmtCreate":1650092276264,"gmtModify":1676534646359,"author":{"id":"3569581951650623","authorId":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569581951650623","idStr":"3569581951650623"},"themes":[],"htmlText":"<a 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14:13","market":"sh","language":"zh","title":"\"Inflation\" has been mentioned 73 times! Read the minutes of the overnight Federal Reserve meeting in one article","url":"https://stock-news.laohu8.com/highlight/detail?id=1125455457","media":"Wind资讯","summary":"香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。会议","content":"<p><html><head></head><body>Hong Kong's Wind News Agency reported that the minutes of the Federal Reserve meeting released on Wednesday showed that some Federal Reserve officials at the meeting expressed concerns about financial stability, saying that loose monetary policy may bring significant risks. There could be a rate hike soon, they said, and said the liquidation of bond portfolios could be significant.</p><p>\"Participants felt that a sharp reduction in the size of the balance sheet may be appropriate given the high size of the Fed's current securities holdings,\" the minutes said. The Federal Open Market Committee (FOMC) strongly hinted at raising interest rates as early as March.</p><p>Despite the seemingly hawkish tone of the minutes, stocks recovered lost ground after the minutes were released. \"The market has interpreted these comments as being dovish relative to expectations,\" said Simona Mocuta, chief economist at State Street Global Advisors.</p><p>Markets have been on edge over the past few weeks as soaring inflation and hawkish comments from some Fed officials, especially St. Louis Fed President Bullard, have traders expect the Fed to rate hike seven times this year. 0.25 percentage points each. After the minutes of the meeting were released, market expectations fell back. At present, the chance of the Federal Reserve raising the benchmark interest rate by 1.75 percentage points is 50%.</p><p>\"There's been so much hype lately that I think everyone is ready for the minutes to take a very tough tone,\" Mocatta said.</p><p>In addition to interest rates, the committee also laid out procedures for how to begin divesting its nearly $9 trillion balance sheet. That balance sheet consists largely of bonds the Federal Reserve purchases to drive down interest rates and stimulate economic growth.</p><p>March is also the month when the asset purchase program ends, but some members hope it will end sooner. \"Several participants indicated that they would prefer to end the committee's net asset purchase program earlier to send a stronger signal that the committee is committed to reducing inflation,\" the minutes said.</p><p>Commissioners discuss how to cut the balance sheet. Most likely, no longer invest in maturing bonds. However, some officials said that it may be necessary to sell mortgages directly so that only U.S. Treasury Bond is held in the balance sheet.</p><p>However, the latest inflation data since the meeting shows that prices are rising at the fastest rate in 40 years. The Fed is targeting an average inflation rate of around 2%, and officials have acknowledged that policy needs to be tightened to lower prices.</p><p>The minutes of the meeting showed that inflation took up a lot of the discussion in the meeting. The word was mentioned 73 times in the minutes, and members said the price increase was stronger and more sustained than they expected.</p><p>\"Participants noted that recent inflation data continued to significantly exceed the Committee's long-term goals, with high inflation persisting longer than they expected, reflecting supply-demand imbalances related to the pandemic and economic restarts,\" the document said.</p><p>Federal Open Market Committee members noted that inflation is starting to spread beyond the pandemic-affected sectors and into the broader economy. Participants acknowledged that high inflation is a burden on American households, especially those least able to pay higher prices for basic goods and services.</p><p>The meeting also discussed the issue of financial stability. Officials pointed out that the risk comes from the rise in asset prices and the rapid increase in crypto asset prices.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Inflation\" has been mentioned 73 times! Read the minutes of the overnight Federal Reserve meeting in one article</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Inflation\" has been mentioned 73 times! Read the minutes of the overnight Federal Reserve meeting in one article\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-02-17 14:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Hong Kong's Wind News Agency reported that the minutes of the Federal Reserve meeting released on Wednesday showed that some Federal Reserve officials at the meeting expressed concerns about financial stability, saying that loose monetary policy may bring significant risks. There could be a rate hike soon, they said, and said the liquidation of bond portfolios could be significant.</p><p>\"Participants felt that a sharp reduction in the size of the balance sheet may be appropriate given the high size of the Fed's current securities holdings,\" the minutes said. The Federal Open Market Committee (FOMC) strongly hinted at raising interest rates as early as March.</p><p>Despite the seemingly hawkish tone of the minutes, stocks recovered lost ground after the minutes were released. \"The market has interpreted these comments as being dovish relative to expectations,\" said Simona Mocuta, chief economist at State Street Global Advisors.</p><p>Markets have been on edge over the past few weeks as soaring inflation and hawkish comments from some Fed officials, especially St. Louis Fed President Bullard, have traders expect the Fed to rate hike seven times this year. 0.25 percentage points each. After the minutes of the meeting were released, market expectations fell back. At present, the chance of the Federal Reserve raising the benchmark interest rate by 1.75 percentage points is 50%.</p><p>\"There's been so much hype lately that I think everyone is ready for the minutes to take a very tough tone,\" Mocatta said.</p><p>In addition to interest rates, the committee also laid out procedures for how to begin divesting its nearly $9 trillion balance sheet. That balance sheet consists largely of bonds the Federal Reserve purchases to drive down interest rates and stimulate economic growth.</p><p>March is also the month when the asset purchase program ends, but some members hope it will end sooner. \"Several participants indicated that they would prefer to end the committee's net asset purchase program earlier to send a stronger signal that the committee is committed to reducing inflation,\" the minutes said.</p><p>Commissioners discuss how to cut the balance sheet. Most likely, no longer invest in maturing bonds. However, some officials said that it may be necessary to sell mortgages directly so that only U.S. Treasury Bond is held in the balance sheet.</p><p>However, the latest inflation data since the meeting shows that prices are rising at the fastest rate in 40 years. The Fed is targeting an average inflation rate of around 2%, and officials have acknowledged that policy needs to be tightened to lower prices.</p><p>The minutes of the meeting showed that inflation took up a lot of the discussion in the meeting. The word was mentioned 73 times in the minutes, and members said the price increase was stronger and more sustained than they expected.</p><p>\"Participants noted that recent inflation data continued to significantly exceed the Committee's long-term goals, with high inflation persisting longer than they expected, reflecting supply-demand imbalances related to the pandemic and economic restarts,\" the document said.</p><p>Federal Open Market Committee members noted that inflation is starting to spread beyond the pandemic-affected sectors and into the broader economy. Participants acknowledged that high inflation is a burden on American households, especially those least able to pay higher prices for basic goods and services.</p><p>The meeting also discussed the issue of financial stability. Officials pointed out that the risk comes from the rise in asset prices and the rapid increase in crypto asset prices.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=831366864d5400b27c93175ce6191949&code=7FD6FE648F7B&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/00477C8CAC24128247A2C513C62367D5\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=831366864d5400b27c93175ce6191949&code=7FD6FE648F7B&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.1.0#/00477C8CAC24128247A2C513C62367D5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125455457","content_text":"香港万得通讯社报道，周三公布的美联储会议纪要显示，美联储一些与会官员表达了对金融稳定的担忧，称宽松的货币政策可能会带来重大风险。他们表示，可能很快就会加息，并表示债券投资组合的平仓力度可能会很大。会议纪要表示:“与会者认为，鉴于美联储目前持有的证券规模较高，大幅缩减资产负债表规模可能是合适的。”美国联邦公开市场委员会(FOMC)强烈暗示最早将在3月份上调利率。尽管会议纪要的语气看似强硬，但股市在会议纪要公布后收复了失地。道富环球投资管理公司(State Street Global Advisors)首席经济学家西蒙娜•莫卡塔(Simona Mocuta)表示:“市场将这些言论解读为相对于预期较为温和。”过去几周，市场一直处于紧张状态，因通胀飙升，加上部分美联储官员(尤其是圣路易斯联邦储备银行行长布拉德)发表的强硬言论，令交易员预计美联储今年将加息七次，每次0.25个百分点。会议纪要公布后，市场预期有所回落，目前美联储上调基准利率1.75个百分点的几率为50%。“最近有太多的炒作，我认为每个人都准备好了纪要会采取非常强硬的语气，”莫卡塔说。除了利率外，该委员会还制定了如何开始剥离其近9万亿美元资产负债表的程序。该资产负债表主要由美联储为压低利率和刺激经济增长而购买的债券组成。3月也是资产购买计划结束的月份，不过一些与会成员希望能更快结束。会议纪要称，\"几位与会者表示，他们倾向于更早结束委员会的净资产购买计划，以发出更强烈的信号，表明委员会致力于降低通胀。\"委员们讨论如何削减资产负债表。最有可能的方法是，不再投资到期债券。 不过，一些官员说，可能有必要直接出售抵押贷款，以使资产负债表中只持有美国国债。不过自此次会议以来，最新的通胀数据显示，物价正以40年来最快的速度上涨。美联储的目标是平均通胀率在2%左右，官员们也承认，政策需要收紧以降低价格。会议纪要显示，通货膨胀在会议中占据了大量的讨论内容。这个词在纪要中被提到了73次，成员们表示，价格上涨比他们预期的更强劲、更持久。文件称:“与会者指出，最近的通胀数据继续显著超过委员会的长期目标，高通胀持续的时间超过了他们的预期，这反映了与疫情和经济重启有关的供需失衡。”联邦公开市场委员会成员指出，通胀开始蔓延到受疫情影响的行业之外，并进入更广泛的经济领域。与会者承认，高通胀是美国家庭的负担，尤其是那些最无力支付更高价格购买基本商品和服务的家庭。会议还讨论了金融稳定问题。官员们指出，风险来自于资产价格的上涨以及加密资产价格的快速上涨。","news_type":1,"symbols_score_info":{".DJI":0}},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}