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2022-05-23

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Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!

2022-05-23

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How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?

2022-05-23

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With steady revenue and persistent premiums, will Zoom continue to cut losses?

2022-05-23

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2022-05-23

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Apple, Microsoft, Google, Amazon: The Performance Dilemma of the Giants

2022-05-17

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2022-05-17

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Who is the second Tesla? Soros bet heavily on this company

2022-05-06

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Sorry, the original content has been removed

2022-04-28

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Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.

2022-04-28

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Most new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.

2022-04-27

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2022-04-27

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Boeing's decline widened to nearly 8%, and its stock price hit a 52-week low.

2022-04-22

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Opening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.

2022-04-22

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Pre-market | Most Chinese concept stocks rose, with JD.com gaining nearly 4% supported by positive news.

2022-04-12

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U.S. oil stocks rose, with Chevron gaining over 4%.

2022-04-12

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US March CPI Data Interpretation: Housing and Energy Prices Are the Main Drivers of Inflation

2022-04-11

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The market is forming a consensus: the risk of recession in the United States is increasing

2022-04-11

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2022-04-08

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Opening | US stocks opened mixed, with Zhihu rising nearly 5%.

2022-03-31

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Faraday Future's stock price plummeted at the opening, and several managers were summoned by the SEC.

Go to Tiger App to see more news

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18:29","market":"us","language":"zh","title":"Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!","url":"https://stock-news.laohu8.com/highlight/detail?id=2237286827","media":"老虎资讯综合","summary":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The company plans to release its Q1 results for fiscal year 2023, ending April 30, after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the previous quarterly financial report,<b>Nvidia forecasts this quarter (</b>FY2023 Q1<b>Revenue was $8.10 billion (up or down 2%), exceeding the expected $7.22 billion; The estimated adjusted gross profit margin for the first quarter is 67.0% (fluctuation 0.5%). Adjusted operating expenses are expected to be $1.6 billion, higher than the forecast of $1.46 billion.</b></p><p>The market generally expects the company to report total revenue of $8.09 billion and earnings per share (EPS) of $1.29 in Q1, compared to total revenue of $5.66 billion and earnings per share of $0.92 in the same period last year.<b>Historically, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>With its market capitalization halved, can Nvidia \"buy at the bottom\"?</b></p><p>Nvidia hit an all-time high of $346.47 last November, sparked by strong demand and a global chip shortage. Since then, concerns about an economic slowdown and the outlook for rate hike have weighed on the stock price, which is now down nearly 50% from its all-time high reached at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>From a valuation perspective, it is gradually becoming</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. In terms of expected P/E, Nvidia's figure remains at 30x. In comparison, its competitor AMD expects P/E at 22x, while other competitors also expect P/E to be relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is 6x.</p><p>Currently, Nvidia's one-year stock valuation is significantly lower than the average, placing it at its lowest level in the one-year period. Some analysts believe this indicates that<span style=\"color:rgba(236,31,15,1);\"><b>If the latest earnings and guidance meet or even exceed market expectations, it would be an excellent opportunity for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, is Q1 secure?</b></p><p>Market expectations for Nvidia's first fiscal quarter remain high, with analysts expecting revenue and profit to grow by more than 40% year-on-year. However, the global chip shortage may affect Nvidia, as it is an upstream Fab (chip designer) and heavily reliant on the production capacity of wafer foundries. Last month, Nvidia indicated that it was increasing its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortage may be over.</p><p>Some analysts pointed out that while this is a good sign of sales growth, the average selling price (ASP) of the company's products may decrease due to declining demand, which could harm the company's profit margin figures, which have consistently amazed the market in the past. Analysts generally say,<b>We will closely monitor any signals from the latest quarterly earnings report regarding changes in the chip supply and demand balance.</b></p><p><b>According to Oppenheimer, Nvidia's first-quarter earnings report may be better than expected due to strong demand, with its data center business expected to grow by 75% year-over-year.</b></p><p>Oppenheimer analysts predict that,<span style=\"color:rgba(235,34,19,1);\">First-quarter earnings per share and sales will exceed Wall Street expectations of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Earnings per share and sales for the second fiscal quarter will exceed market consensus expectations of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer stated that supply chain constraints should ease in the second half of this year, which is expected to drive up performance. “Our long-term argument remains unchanged, as Nvidia’s core leading gaming and AI strengths will remain poised for massive structural growth,” the analyst said. “We remain bullish on Nvidia in the long term.”</p><p>Oppenheimer lowered his price target for Nvidia from $350 to $300, while reiterating its outperform rating. The new target price shows that,<b>Nvidia's stock price has 77% upside potential.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 gave them a \"strong buy\" rating. Eight other companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as \"sell,\" while eight other analysts listed it as \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>The article concludes by pouring cold water on investors who are optimistic about Nvidia.<b>If market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, the stock's $165 support level could be broken, and it could fall further towards $150 or even slide further near the low of May 2021.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!</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\">\nFinancial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!\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\">2022-05-23 18:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The company plans to release its Q1 results for fiscal year 2023, ending April 30, after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the previous quarterly financial report,<b>Nvidia forecasts this quarter (</b>FY2023 Q1<b>Revenue was $8.10 billion (up or down 2%), exceeding the expected $7.22 billion; The estimated adjusted gross profit margin for the first quarter is 67.0% (fluctuation 0.5%). Adjusted operating expenses are expected to be $1.6 billion, higher than the forecast of $1.46 billion.</b></p><p>The market generally expects the company to report total revenue of $8.09 billion and earnings per share (EPS) of $1.29 in Q1, compared to total revenue of $5.66 billion and earnings per share of $0.92 in the same period last year.<b>Historically, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>With its market capitalization halved, can Nvidia \"buy at the bottom\"?</b></p><p>Nvidia hit an all-time high of $346.47 last November, sparked by strong demand and a global chip shortage. Since then, concerns about an economic slowdown and the outlook for rate hike have weighed on the stock price, which is now down nearly 50% from its all-time high reached at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>From a valuation perspective, it is gradually becoming</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. In terms of expected P/E, Nvidia's figure remains at 30x. In comparison, its competitor AMD expects P/E at 22x, while other competitors also expect P/E to be relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is 6x.</p><p>Currently, Nvidia's one-year stock valuation is significantly lower than the average, placing it at its lowest level in the one-year period. Some analysts believe this indicates that<span style=\"color:rgba(236,31,15,1);\"><b>If the latest earnings and guidance meet or even exceed market expectations, it would be an excellent opportunity for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, is Q1 secure?</b></p><p>Market expectations for Nvidia's first fiscal quarter remain high, with analysts expecting revenue and profit to grow by more than 40% year-on-year. However, the global chip shortage may affect Nvidia, as it is an upstream Fab (chip designer) and heavily reliant on the production capacity of wafer foundries. Last month, Nvidia indicated that it was increasing its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortage may be over.</p><p>Some analysts pointed out that while this is a good sign of sales growth, the average selling price (ASP) of the company's products may decrease due to declining demand, which could harm the company's profit margin figures, which have consistently amazed the market in the past. Analysts generally say,<b>We will closely monitor any signals from the latest quarterly earnings report regarding changes in the chip supply and demand balance.</b></p><p><b>According to Oppenheimer, Nvidia's first-quarter earnings report may be better than expected due to strong demand, with its data center business expected to grow by 75% year-over-year.</b></p><p>Oppenheimer analysts predict that,<span style=\"color:rgba(235,34,19,1);\">First-quarter earnings per share and sales will exceed Wall Street expectations of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Earnings per share and sales for the second fiscal quarter will exceed market consensus expectations of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer stated that supply chain constraints should ease in the second half of this year, which is expected to drive up performance. “Our long-term argument remains unchanged, as Nvidia’s core leading gaming and AI strengths will remain poised for massive structural growth,” the analyst said. “We remain bullish on Nvidia in the long term.”</p><p>Oppenheimer lowered his price target for Nvidia from $350 to $300, while reiterating its outperform rating. The new target price shows that,<b>Nvidia's stock price has 77% upside potential.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 gave them a \"strong buy\" rating. Eight other companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as \"sell,\" while eight other analysts listed it as \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>The article concludes by pouring cold water on investors who are optimistic about Nvidia.<b>If market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, the stock's $165 support level could be broken, and it could fall further towards $150 or even slide further near the low of May 2021.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237286827","content_text":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预估第一季度调整后的毛利率为67.0%（上下波动0.5%）；预计调整后的运营支出为16.0亿美元，高于预期值14.6亿美元。目前市场普遍预计，该公司Q1总营收为80.9亿美元，每股收益(EPS)为1.29美元，相比之下，上年同期总营收为56.6亿美元，每股收益为0.92美元。从历史数据来看，英伟达总营收与EPS已连续12个季度超出市场预期。市值腰斩，英伟达能“抄底”吗？英伟达去年11月曾触及346.47美元的历史高位，因需求旺盛和全球芯片短缺引发市场对该股的兴趣。自那以来，对经济放缓和加息前景的担忧一直令股价承压，与去年年底创下的历史高点相比，目前该股已下跌近50%，仅今年以来就下跌了40%。从估值看，逐渐合理估值方面，英伟达仍比规模相对其较小的竞争对手拥有“同类最佳”溢价。从预期市盈率来看，英伟达该项数值仍为30x，相比之下，其竞争对手AMD为22x预期市盈率，其他竞争对手预期市盈率同样相对较低，德州仪器为19x、英特尔为12x、高通为10x，美光科技为6x。目前，英伟达股票1年期估值已明显低于均值水平，处于1年期的最低水平区域。有分析人士认为，这表明，如果最新业绩和业绩指引能够持平甚至超过市场预期，那么这将是长期投资者以合理估值买入该公司股票的绝佳时机。华尔街看多，Q1稳了？市场对英伟达第一财季的预期仍然较高，分析师们预计营收和利润将同比增长40%以上，但是，全球芯片短缺可能将波及英伟达，毕竟英伟达属于上游Fab(芯片设计商)，非常依赖晶圆代工厂的产能。在上个月，英伟达曾指出，其正在加大力度补充图形处理产品(GPU产品)库存，暗示该公司芯片短缺最严重的时期可能已经过去。有分析师指出，虽然这是销售额增长的好兆头，但公司旗下产品的平均销售价格(ASP)可能因需求有所下滑而降低，并可能损害该公司过去持续令市场惊艳的利润率数值。分析师普遍表示，将密切关注最新季度业绩报告中有关任何芯片供需平衡发生变化的信号。机构奥本海默表示，由于需求强劲，英伟达第一季度财报可能好于预期，其数据中心业务预计同比增长75%。奥本海默分析师预计，第一财季每股收益和销售额将分别超过华尔街预期的1.30美元和81亿美元。该公司预计，第二财季每股收益和销售额将分别超过市场普遍预期的 1.36 美元和 84 亿美元。奥本海默表示，供应链限制应该会在今年下半年缓解，预计这将推动业绩上行。“我们的长期论点保持不变，因为英伟达的核心领先的游戏和 AI 优势仍将为超大的结构性增长做好准备，“分析师表示。” 我们仍长期看多英伟达。“奥本海默将英伟达的目标价从 350 美元下调至 300 美元，同时重申其表现优于大盘的评级。新的目标价显示，英伟达的股价有 77%的上行空间。在Seeking Alpha调查的44位分析师中，有27位给出了“强烈买入”的评级。另有8家公司将其标记为“购买”。与此同时，只有一名分析师将英伟达列为“卖出”，另有八名分析师将其列为“持有”。文末，在给看好英伟达的投资者“泼盆冷水”，如果市场风险偏好继续下行，加上最新财报令市场感到失望，可能导致该股165美元支撑水平被打破，并有可能进一步跌向150美元甚至有可能进一步滑向2021年5月低点附近。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":5243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991736,"gmtCreate":1653310153325,"gmtModify":1676535257559,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991736","repostId":"1101749478","repostType":4,"repost":{"id":"1101749478","kind":"news","pubTimestamp":1653304230,"share":"https://ttm.financial/m/news/1101749478?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:10","market":"hk","language":"zh","title":"How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749478","media":"星图金融研究院","summary":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调","content":"<p><html><head></head><body>Following the recent 20 basis point reduction in the lower limit for newly added first-time home mortgage rates, existing mortgage loans have also received significant benefits. On May 20, the People's Bank of China released its LPR quote, leaving the one-year LPR unchanged at 3.7%. However, the LPR for terms of 5 years or more, which has a significant impact on mortgage borrowers, was significantly reduced by 15 basis points from 4.6% to 4.45%, far exceeding market expectations.</p><p>The real estate market is a matter of people's livelihood, and every policy related to real estate, whether one owns a house or not, is closely related to it. Despite the impact of the pandemic, numerous stimulus policies have been implemented, but those related to real estate have always easily made headlines.</p><p>Since the beginning of this year, hundreds of cities and prefectures have introduced various measures, including but not limited to adjusting purchase restrictions, reducing down payment ratios, issuing housing subsidies, modifying resale restriction policies, encouraging families with multiple children to buy homes, and providing financial support to real estate companies. The policy support is undeniably strong, but judging from real estate sales data, the effect is clearly very limited.</p><p>With the increasing emphasis on \"housing is for living in, not for speculation,\" why are various regions relaxing their real estate markets and the central bank also introducing a major policy of \"lowering interest rates\"? What impact will this have on the stock market, real estate market, and individuals?</p><p><b>Why are interest rates for both new and existing mortgage loans being reduced?</b></p><p>After the Politburo meeting in April reiterated the economic goal of \"stabilizing growth\" this year, how to achieve \"stabilizing growth\" has become a concern for the market.</p><p>Looking at the three drivers of investment, consumption, and net exports, although consumption accounts for the largest share, residents' expectations have weakened, and coupled with the impact of the pandemic, it is difficult to boost them. In April, total retail sales of consumer goods fell by 11.1% year-on-year. On the net export side, policies in Europe and the United States are gradually tightening, and the University of Michigan Consumer Confidence Index, which represents US consumer expectations, has fallen to its lowest level in more than 10 years, making it difficult for external demand to continue to grow. In terms of investment, among the three investments in infrastructure, real estate, and manufacturing, manufacturing investment accounts for a small proportion and is affected by the current pandemic. Therefore, infrastructure and real estate have become important tools for \"stabilizing growth\".<b>To \"stabilize growth,\" under the current economic situation, it is necessary to stabilize the real estate market and focus on infrastructure construction, which are precisely the main themes of the capital market in the first quarter.</b></p><p>The real estate sector has become a weak link in the current \"stabilizing growth\" strategy. Faced with the weakness of the real estate industry, although local governments across the country have begun to relax real estate policies since April this year, boosting real estate sales by reducing down payment ratios, providing housing subsidies, and lifting resale restrictions. However, facts show that small-scale regional stimulus policies are unlikely to boost real estate market expectations. Meanwhile, the recent pandemic has further increased the difficulty of recovering real estate sales, requiring further efforts from nationwide stimulus policies to break the continuous negative feedback from the market. Given that the real estate sector contributes nearly 20% to GDP, it is essential to appropriately reduce mortgage interest rates for new housing demand, reverse residents' housing expectations, and thus achieve the goal of \"stabilizing growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of abandoning financing also requires policy support. The frequent defaults on bonds issued by private real estate companies have put enormous pressure on financial stability. Although policies have continuously released positive news about private enterprise financing this year, the \"ghost stories\" of real estate companies have terrified the capital market, and the path for real estate companies to refinance has been almost frozen. By adjusting mortgage interest rates and guiding residents to purchase homes to increase real estate companies' sales revenue, it can greatly improve real estate companies' cash flow and further enhance their financing capabilities.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are all \"slow factors,\" then the precipitous drop in social financing data in April is the button to trigger a nationwide real estate stimulus policy. According to the social financing data released by the People's Bank of China on May 13, new credit was halved year-on-year. In particular, housing loans to residents decreased by 60.5 billion yuan in April, a decrease of 402.2 billion yuan year-on-year, contributing nearly half of the year-on-year decline in credit. This indicates that residents are not only unwilling to buy houses, but would even rather pay off their mortgages than take out new loans. The trending topic of \"feeling relieved when paying off a mortgage\" has, to some extent, proven the current psychological expectations and state of people with mortgages. If the current expectation that residents will continue to reduce leverage cannot be reversed, then real estate sales data may deteriorate further, which will undoubtedly pose a great challenge to \"stabilizing economic growth\".</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after releasing social financing data on May 13, the People's Bank of China quickly introduced the first national real estate stimulus policy of the year on May 15, namely lowering the lower limit of mortgage interest rates for first-time homebuyers. This is a real preferential policy for those with genuine housing needs but no housing. Without considering other constraints, it can indeed stimulate purchasing demand from those with genuine housing needs. Of course, in real life, mortgage rates are not the core contradiction constraining consumers' home purchases, nor are they the primary consideration in consumers' home-buying decisions. Lowering mortgage rates has limited effect on reversing expectations. However, this at least represents the regulator's attitude of protecting the current real estate market, which is of great significance for real estate financial policies at the national level.</p><p>After adjusting the lower limit of mortgage interest rates for first-time homebuyers, the market generally expects that the 5-year LPR will not be further adjusted on May 20, the date of the LPR quote announcement. After all, the impact of the previous policy has not yet materialized, and the current monetary policy is still under internal and external pressure from the inverted interest rate differential between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quote. However, this is precisely why the 15 basis point reduction in the 5-year LPR far exceeded market expectations, and is also the largest drop since the LPR reform.</p><p>However, given the current market and economic situation, lowering the 5-year LPR is necessary. One aspect lies in policy strength. As mentioned earlier, the policy of \"lowering the lower limit of mortgage loan interest rates for first-time homebuyers\" on May 13 had far greater signal significance than substantive significance. It was more out of the necessity of resolving real estate risks, implementing the Politburo's easing signal, offsetting the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, a truly capable first-time homebuyer will not decide to buy or not buy just because mortgage interest rates decrease or increase by 0.2%. Since the effectiveness of policies is limited, in order to stabilize the real estate market and economic growth, stronger policies are inevitably needed to further reverse expectations.</p><p>Secondly, compared to the incremental real estate market, the existing mortgage market is larger and the policy leverage is stronger. Following the May 3 policy, many people reported online that their incomes have decreased significantly due to the impact of the pandemic, and they also need to lower interest rates to alleviate residents' loan repayment pressure. The increasing number of people defaulting on their mortgages and the substantial increase in the number of foreclosed properties following the pandemic all indicate, to some extent, the financial pressure on current borrowers. At the same time, alleviating the pressure on residents' interest expenses by lowering the 5-year LPR can also stimulate residents' consumption to some extent, which is also an inherent meaning of stabilizing growth.</p><p><b>What will be the subsequent impact?</b></p><p>First, let's talk about the impact on the capital market. Whether it's lowering the minimum interest rate for first-time homebuyers by 20 basis points or lowering the 5-year LPR by 15 basis points, these are rare major national real estate stimulus policies since 2016. They have a huge signal and will inevitably cause a huge wave of speculation in the capital market. Following the policy release on May 13, the Wind Real Estate Index surged 4.37%, and opened 4.3% higher on a narrow trading day. However, the capital market has always valued expectations and is most afraid of a \"final decision\". Following the release of the LPR on May 20, the real estate index fell by 1.2% instead of rising. For listed real estate companies, policy objectives may have reached a turning point, but for those that have already collapsed or are about to collapse, whether they can persevere to the end remains to be seen. Therefore, there is indeed value in the current speculation by listed real estate companies, but the long-term investment value remains a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, there is the impact on the real estate sales market. Currently, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline has continued to increase recently due to the impact of the pandemic. According to CRIC statistics, in April 2022, more than 90% of the top 50 real estate companies saw a year-on-year decline in monthly total sales, with the year-on-year decline generally exceeding 30%. If we take into account the recovery of disruptive factors from the pandemic after May, real estate sales data is highly likely to continue to recover in the second half of this year. Meanwhile, based on historical experience in real estate regulation, the improvement in sales data will lag behind the decline in mortgage rates by about six months. However, considering the impact of the pandemic on sales and the normalization of offline consumption activities, the improvement in real estate sales may still take a considerable amount of time.</p><p>Finally, there is the impact on newly purchased homes and those currently paying off loans. First, for first-time homebuyers, according to the policies after May 13 and May 20, the interest rate for first-time homebuyers can be as low as 4.25%, and the interest rate for second-time homebuyers can be as low as 5.05%. For those with genuine housing needs, this should be a very attractive interest rate. As for the questions that many people are concerned about, such as \"Should we get on board now or wait and see?\", no one can buy at an absolute low. For those with genuine housing needs, the room for further LPR reductions in the short term is very small, and the room for mortgage interest rates to decline is limited, making it a relatively good time. Of course, opinions vary when it comes to buying a house, and there is no absolute correct answer; it is more about personal needs.</p><p>Another group that is significantly affected is people who are currently making loan repayments. Generally speaking, banks use the 5-year LPR as the benchmark, with a certain markup, and agree on the interest rate with homebuyers in the contract, which is adjusted annually. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many companies that agree to adjust their interest rates on January 1st each year, they will have to wait until next year to enjoy the preferential interest rates. According to estimates, if a loan of 500,000 yuan is taken out and repaid over 30 years in equal principal and interest installments, the interest expense can be reduced by approximately 16,000 yuan.</p><p></body></html></p>","source":"lsy1653304243615","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>How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?</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\">\nHow much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">星图金融研究院</strong><span class=\"h-time small\">2022-05-23 19:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Following the recent 20 basis point reduction in the lower limit for newly added first-time home mortgage rates, existing mortgage loans have also received significant benefits. On May 20, the People's Bank of China released its LPR quote, leaving the one-year LPR unchanged at 3.7%. However, the LPR for terms of 5 years or more, which has a significant impact on mortgage borrowers, was significantly reduced by 15 basis points from 4.6% to 4.45%, far exceeding market expectations.</p><p>The real estate market is a matter of people's livelihood, and every policy related to real estate, whether one owns a house or not, is closely related to it. Despite the impact of the pandemic, numerous stimulus policies have been implemented, but those related to real estate have always easily made headlines.</p><p>Since the beginning of this year, hundreds of cities and prefectures have introduced various measures, including but not limited to adjusting purchase restrictions, reducing down payment ratios, issuing housing subsidies, modifying resale restriction policies, encouraging families with multiple children to buy homes, and providing financial support to real estate companies. The policy support is undeniably strong, but judging from real estate sales data, the effect is clearly very limited.</p><p>With the increasing emphasis on \"housing is for living in, not for speculation,\" why are various regions relaxing their real estate markets and the central bank also introducing a major policy of \"lowering interest rates\"? What impact will this have on the stock market, real estate market, and individuals?</p><p><b>Why are interest rates for both new and existing mortgage loans being reduced?</b></p><p>After the Politburo meeting in April reiterated the economic goal of \"stabilizing growth\" this year, how to achieve \"stabilizing growth\" has become a concern for the market.</p><p>Looking at the three drivers of investment, consumption, and net exports, although consumption accounts for the largest share, residents' expectations have weakened, and coupled with the impact of the pandemic, it is difficult to boost them. In April, total retail sales of consumer goods fell by 11.1% year-on-year. On the net export side, policies in Europe and the United States are gradually tightening, and the University of Michigan Consumer Confidence Index, which represents US consumer expectations, has fallen to its lowest level in more than 10 years, making it difficult for external demand to continue to grow. In terms of investment, among the three investments in infrastructure, real estate, and manufacturing, manufacturing investment accounts for a small proportion and is affected by the current pandemic. Therefore, infrastructure and real estate have become important tools for \"stabilizing growth\".<b>To \"stabilize growth,\" under the current economic situation, it is necessary to stabilize the real estate market and focus on infrastructure construction, which are precisely the main themes of the capital market in the first quarter.</b></p><p>The real estate sector has become a weak link in the current \"stabilizing growth\" strategy. Faced with the weakness of the real estate industry, although local governments across the country have begun to relax real estate policies since April this year, boosting real estate sales by reducing down payment ratios, providing housing subsidies, and lifting resale restrictions. However, facts show that small-scale regional stimulus policies are unlikely to boost real estate market expectations. Meanwhile, the recent pandemic has further increased the difficulty of recovering real estate sales, requiring further efforts from nationwide stimulus policies to break the continuous negative feedback from the market. Given that the real estate sector contributes nearly 20% to GDP, it is essential to appropriately reduce mortgage interest rates for new housing demand, reverse residents' housing expectations, and thus achieve the goal of \"stabilizing growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of abandoning financing also requires policy support. The frequent defaults on bonds issued by private real estate companies have put enormous pressure on financial stability. Although policies have continuously released positive news about private enterprise financing this year, the \"ghost stories\" of real estate companies have terrified the capital market, and the path for real estate companies to refinance has been almost frozen. By adjusting mortgage interest rates and guiding residents to purchase homes to increase real estate companies' sales revenue, it can greatly improve real estate companies' cash flow and further enhance their financing capabilities.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are all \"slow factors,\" then the precipitous drop in social financing data in April is the button to trigger a nationwide real estate stimulus policy. According to the social financing data released by the People's Bank of China on May 13, new credit was halved year-on-year. In particular, housing loans to residents decreased by 60.5 billion yuan in April, a decrease of 402.2 billion yuan year-on-year, contributing nearly half of the year-on-year decline in credit. This indicates that residents are not only unwilling to buy houses, but would even rather pay off their mortgages than take out new loans. The trending topic of \"feeling relieved when paying off a mortgage\" has, to some extent, proven the current psychological expectations and state of people with mortgages. If the current expectation that residents will continue to reduce leverage cannot be reversed, then real estate sales data may deteriorate further, which will undoubtedly pose a great challenge to \"stabilizing economic growth\".</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after releasing social financing data on May 13, the People's Bank of China quickly introduced the first national real estate stimulus policy of the year on May 15, namely lowering the lower limit of mortgage interest rates for first-time homebuyers. This is a real preferential policy for those with genuine housing needs but no housing. Without considering other constraints, it can indeed stimulate purchasing demand from those with genuine housing needs. Of course, in real life, mortgage rates are not the core contradiction constraining consumers' home purchases, nor are they the primary consideration in consumers' home-buying decisions. Lowering mortgage rates has limited effect on reversing expectations. However, this at least represents the regulator's attitude of protecting the current real estate market, which is of great significance for real estate financial policies at the national level.</p><p>After adjusting the lower limit of mortgage interest rates for first-time homebuyers, the market generally expects that the 5-year LPR will not be further adjusted on May 20, the date of the LPR quote announcement. After all, the impact of the previous policy has not yet materialized, and the current monetary policy is still under internal and external pressure from the inverted interest rate differential between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quote. However, this is precisely why the 15 basis point reduction in the 5-year LPR far exceeded market expectations, and is also the largest drop since the LPR reform.</p><p>However, given the current market and economic situation, lowering the 5-year LPR is necessary. One aspect lies in policy strength. As mentioned earlier, the policy of \"lowering the lower limit of mortgage loan interest rates for first-time homebuyers\" on May 13 had far greater signal significance than substantive significance. It was more out of the necessity of resolving real estate risks, implementing the Politburo's easing signal, offsetting the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, a truly capable first-time homebuyer will not decide to buy or not buy just because mortgage interest rates decrease or increase by 0.2%. Since the effectiveness of policies is limited, in order to stabilize the real estate market and economic growth, stronger policies are inevitably needed to further reverse expectations.</p><p>Secondly, compared to the incremental real estate market, the existing mortgage market is larger and the policy leverage is stronger. Following the May 3 policy, many people reported online that their incomes have decreased significantly due to the impact of the pandemic, and they also need to lower interest rates to alleviate residents' loan repayment pressure. The increasing number of people defaulting on their mortgages and the substantial increase in the number of foreclosed properties following the pandemic all indicate, to some extent, the financial pressure on current borrowers. At the same time, alleviating the pressure on residents' interest expenses by lowering the 5-year LPR can also stimulate residents' consumption to some extent, which is also an inherent meaning of stabilizing growth.</p><p><b>What will be the subsequent impact?</b></p><p>First, let's talk about the impact on the capital market. Whether it's lowering the minimum interest rate for first-time homebuyers by 20 basis points or lowering the 5-year LPR by 15 basis points, these are rare major national real estate stimulus policies since 2016. They have a huge signal and will inevitably cause a huge wave of speculation in the capital market. Following the policy release on May 13, the Wind Real Estate Index surged 4.37%, and opened 4.3% higher on a narrow trading day. However, the capital market has always valued expectations and is most afraid of a \"final decision\". Following the release of the LPR on May 20, the real estate index fell by 1.2% instead of rising. For listed real estate companies, policy objectives may have reached a turning point, but for those that have already collapsed or are about to collapse, whether they can persevere to the end remains to be seen. Therefore, there is indeed value in the current speculation by listed real estate companies, but the long-term investment value remains a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, there is the impact on the real estate sales market. Currently, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline has continued to increase recently due to the impact of the pandemic. According to CRIC statistics, in April 2022, more than 90% of the top 50 real estate companies saw a year-on-year decline in monthly total sales, with the year-on-year decline generally exceeding 30%. If we take into account the recovery of disruptive factors from the pandemic after May, real estate sales data is highly likely to continue to recover in the second half of this year. Meanwhile, based on historical experience in real estate regulation, the improvement in sales data will lag behind the decline in mortgage rates by about six months. However, considering the impact of the pandemic on sales and the normalization of offline consumption activities, the improvement in real estate sales may still take a considerable amount of time.</p><p>Finally, there is the impact on newly purchased homes and those currently paying off loans. First, for first-time homebuyers, according to the policies after May 13 and May 20, the interest rate for first-time homebuyers can be as low as 4.25%, and the interest rate for second-time homebuyers can be as low as 5.05%. For those with genuine housing needs, this should be a very attractive interest rate. As for the questions that many people are concerned about, such as \"Should we get on board now or wait and see?\", no one can buy at an absolute low. For those with genuine housing needs, the room for further LPR reductions in the short term is very small, and the room for mortgage interest rates to decline is limited, making it a relatively good time. Of course, opinions vary when it comes to buying a house, and there is no absolute correct answer; it is more about personal needs.</p><p>Another group that is significantly affected is people who are currently making loan repayments. Generally speaking, banks use the 5-year LPR as the benchmark, with a certain markup, and agree on the interest rate with homebuyers in the contract, which is adjusted annually. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many companies that agree to adjust their interest rates on January 1st each year, they will have to wait until next year to enjoy the preferential interest rates. According to estimates, if a loan of 500,000 yuan is taken out and repaid over 30 years in equal principal and interest installments, the interest expense can be reduced by approximately 16,000 yuan.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA\">星图金融研究院</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749478","content_text":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调15个基点至4.45%，大超市场预期。房地产市场事关民生，无论是有房的还是没房的，都非常关房地产的每一项政策。疫情冲击之下，刺激政策繁多，但事关房地产的政策总是能够轻而易举地冲上热搜头条。今年以来，有上百个地市出台了各种包括但不限于调整限购政策、降低首付比例、发放购房补贴、限售政策修改、鼓励多孩家庭购房、为房企提供资金支持等方面。政策力度不可谓不大，但从房地产销售数据来看，效果显然十分有限。在不断强调“房住不炒”的当下，为何各地纷纷放松楼市，央行也出了“下调利率”这一重磅政策？后续对于股市、房地产市场以及个人来说，又有何影响呢？为何要对新增及存量房贷利率双降？在4月政治局会议再次强调确认今年“稳增长”的经济目标后，怎样才能做到“稳增长”成为市场担忧的问题。分别从投资、消费、净出口这三驾马车来看，消费虽然占比最大，但居民预期转弱，再叠加疫情的影响，难以提振，4月社会消费品零售总额更是同比下降11.1%。净出口方面，欧美等国家政策逐渐收缩，代表美国消费预期密歇根大学消费者信心指数降至10年多来最低水平，外需也同样难以继续增长。而投资方面，在基建、房地产、制造业投资三项中，制造业投资占比小且受当前疫情影响，基建与房地产就成为“稳增长”的重要抓手。要想“稳增长”，在当前的经济形势下，就必须要稳住房地产，发力基建，而这二者，也恰恰是一季度资本市场的主线行情。房地产已经成了当前“稳增长”的短板，面对地产行业的弱势，虽然从今年4月以来，各地的地方政府已纷纷开始放松地产政策，通过降低首付比例、提供购房补贴、取消限售等政策来提振地产销售。但事实表明，区域性小幅度的刺激政策难以提振房地产市场预期。同时，近期的疫情又进一步加大房地产销售修复的难度，需要全国性的刺激政策进一步发力来打破市场不断的负反馈。以房地产上下游贡献近20%的GDP来看，适当地降低新增购房需求的房贷利率，扭转居民购房预期，从而实现“稳增长”的目标，十分有必要。而对于房地产行业而言，缓解放弃融资压力也同样需要政策支持。民营房企债券的纷纷暴雷，给金融稳定带来了极大的压力。虽然今年以来政策不断释放民企融资的利好消息，但房企的“鬼故事”已经吓坏了资本市场，房企再融资的路径几乎冰封。通过调整房贷利率，引导居民购房增长房企销售收入，能够很好地改善房企的现金流，更进一步也有利于房企融资能力的改善。如果说这些都是“慢因素”，那四月社融数据的断崖式下跌，则是触发全国意义上的地产刺激政策的按键。根据央行在5月13日公布的4月社融数据，新增信贷同比“腰斩”，尤其是4月居民部门住房贷款减少了605亿元，同比少增4022亿元，贡献近半的信贷同比降幅。这表明，居民不仅不愿意买房子了，甚至宁愿还掉房贷，也不愿意新增贷款。冲上热搜的“还房贷觉得一身轻松”一定程度上已经证明了当前房贷人群的心理预期和状态。如果不能扭转当前这种居民不断降杠杆的预期，那么房地产销售数据可能会进一步恶化，这对于经济的“稳增长”而言，毫无疑问是极大的挑战。因此，在5月13日公布社融数据后，央行很快的就在5月15日出台了今年首个全国意义的上的房地产刺激政策，即降低首套住房按揭贷款利率下限，这对于刚需无房者而言，是一个确确实实的优惠政策。在不考虑其他约束条件下，也确实能够刺激刚需的购买需求。当然，在现实生活中，房贷利率并非约束消费者购房的核心矛盾，也非消费者购房决策的首要考虑因素，下调房贷利率对扭转预期的作用有限。但这最起码代表了监管对当前房地产市场呵护的态度，对于全国层面对房地产金融政策来说，意义重大。在调整了首套住房按揭贷款利率下限，市场其实普遍预期在5月20日的LPR报价公布日，5年期LPR不会做进一步调整，毕竟前一个政策的影响尚未显现，而且当前货币政策还受到中美利差倒挂与国内通胀的内外部压力，因此市场普遍预计央行不会进一步的下调LPR的报价。不过也正是因此，本次5年期LPR15个基点的下调幅度大超市场预期，同时也是LPR改革后最大降幅。不过如果从当前市场与经济的情况看，5年期LPR的调降又有必要性。其一在于政策力度，如前所述，5月13日“降低首套住房按揭贷款利率下限”的政策，信号意义要远大于实质意义，更多的是出于化解房地产风险的必要性、落实政治局宽松信号、对冲金融数据低迷的“坏消息”、提振市场预期等，但对于提振房地产销售方面，市场普遍并不报以乐观态度，毕竟对于一个真正有能力的刚需购房者而言，并不会因为房贷利率降低或提升了0.2%就因此而决定买或不买。既然政策有效性有限，为了稳房地产、稳经济增长，势必就需要更强力的政策出台，更进一步地扭转预期。其二在于相对于房地产增量市场而言，存量房贷的市场更大，政策的杠杆性更强。很多人在5月3日政策后，在网上反映现在受到疫情的影响，收入大幅度降低，也需要降低利率缓解居民的还贷压力。疫情后断供者越来越多、法拍房数量大幅度增长，这些都一定程度上表明了当前还款人的供贷压力。同时，通过调降5年期LPR缓解居民的利息支出压力，也能一定程度上从侧面刺激居民消费，这也是稳增长中的应有之意。后续有何影响？首先说对于资本市场的影响。无论是下调个人首套住房贷款利率下限20BP，还是下调5年期LPR15BP，这些可以说是在2016年之后鲜有的全国意义上的重磅房地产刺激政策，信号意义巨大，所以必然会引起资本市场一波巨大的炒作。5月13日政策发布后，万得房地产指数暴涨4.37%，狭义交易日又开盘大涨4.3%。但资本市场向来看重预期，最怕“靴子落地”。5月20日公布LPR后，房地产指数不涨反跌1.2%。对于房地产上市公司而言，政策目标或许已经来到了拐点，但对于那些已经暴雷和马上暴雷的房地产上市企业而言，能否坚持到最后，仍然是尚未可知。因此当前上市房企炒作的价值确实有，至于长期投资价值，则需要打上一个大大的问号。毕竟政策不是万能药，对于病入膏肓的病人来说，也是无能为力的。其次是对于房地产销售市场的影响。目前来看，房地产销售自去年7月以来已连续10个月同比负增长，而且近期受到疫情的影响，跌幅仍在加大。根据克而瑞统计，2022年4月，TOP50房企中超9成房企单月全口径销售额同比下滑，同比降幅基本在30%以上。如果可考虑到5月后疫情的扰动因素修复，今年下半年大概率房地产销售数据会持续的修复。同时，根据历史上房地产调控的经验来看，销售数据的改善会滞后于房贷利率下降约半年左右，但同时考虑到疫情对于销售的影响，以及线下消费活动的正常化，房地产销售的改善可能仍需要不短的时日。最后是对于居民新购房以及正在还贷款的人的影响。先说对于刚需购房者，按照5月13日和5月20日之后的政策来看，首套房的利率最低可以到4.25%，二套房利率最低可以达到5.05%。对于刚需来说，应该是一个非常具有吸引力的利率。至于说很多人关心的“现在要不要上车，要不要等等看”这类的问题，没有人能够买在绝对的低点，对于刚需者而言，短期后续LPR调降的空间已经非常小，房贷利率下降的空间有限，已经是一个相对不错的时点。当然，对于买房这件事，仁者见仁智者见智，没有绝对的正确，更多是个人的需求。另一类受到比较大影响的则是正在还贷的人群。一般来说，银行都是以5年期LPR作为基准，并进行一定的加点，与购房者在合同中约定利率，并每年调整一次。如果利率调整日期在5月20日之后的，那调整后的利率将比调整前低0.15%。至于很多约定在每年1月1日调整利率的，就只能等待到明年后才能享受到优惠的利率。而按照估算，如果贷款50万元，等额本息方式还款30年，大约一共能够减少利息支出1.6万元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991880,"gmtCreate":1653310078140,"gmtModify":1676535257512,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991880","repostId":"1115112944","repostType":4,"repost":{"id":"1115112944","kind":"news","pubTimestamp":1653306175,"share":"https://ttm.financial/m/news/1115112944?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:42","market":"us","language":"zh","title":"With steady revenue and persistent premiums, will Zoom continue to cut losses?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115112944","media":"华尔街大事件","summary":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的","content":"<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be absorbed, the market has not given it.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Investors have no chance to catch their breath. We revised our rating from buy to sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable under GAAP.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We re-examined our paper to try to understand why the market remained so brutal despite the sell-off in ZM stock being GAAP profitable. At that time, we realized that the market might be pricing the stock below expected earnings per share growth, while the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium during a slow distribution process, dragging down bargain buying before further declines.</p><p>Therefore, we believe the sell-off in ZM shares may continue. Despite possessing massive cash reserves of over $5.4 billion (approximately 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from buy to sell. Given the significant normalization of ZM's earnings per share growth, we suspect that the current allocation process is intended to make ZM's stock valuation more in line with the normalization of the overall market.</p><p><b>ZM shares are still priced at a premium.</b></p><p>Zoom's median P/E is 15.6 times, significantly lower than its 10-year median of 17.7 times. Therefore, it is clear that the market is pricing in a slowdown in Zoom's future growth, a situation exacerbated by aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Standardized P/E and NTM FCF Yield</p><p>It is worth noting that ZM shares last traded at 23.67 times the NTM Standardized P/E.<b>Therefore, ZM still has a significant growth premium, although its earnings growth may decline significantly in the coming years.</b></p><p>We believe that the market's pricing for fiscal year 2023 is lower than management's guidance in the fourth quarter.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (compared to the generally expected $10.73, up 12.3% year-over-year).</p><p>In addition, management guided FY23 revenue to be $4.54 billion, a year-over-year increase of 10.7%, in line with market expectations.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we believe that management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is undoubtedly still relevant. However, being able to accurately predict the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that as the economy reopens to travelers, businesses believe the global travel recovery is stronger than expected. For example, FCM Travel emphasizes: \"Business growth is 80% of what it was in 2019, and in some places it has exceeded pre-pandemic levels. Its return is much stronger than anyone expected.\"</p><p>Therefore, we are concerned that management may miss its guidance for FY23, which will impact its GAAP earnings per share.</p><p>Wall Street consensus estimates suggest that Zoom's earnings per share in fiscal year 2023 could decline by 60% year-over-year before rebounding in fiscal year 2023.</p><p><b>Therefore, ZM stock needs to digest its pandemic bubble growth before it can find a bottom. However, if Zoom lowers its revenue guidance for fiscal year 2023 or even fiscal year 2024, its earnings per share estimates are at risk of being further reduced.</b></p><p><b>epilogue</b></p><p>We believe the market has been pricing Zoom's FY23 guidance. It is worth noting that we did not observe market makers urgently dumping their chips.</p><p>Instead, as shown in the figure, they were simply a slow, deliberate distribution that kept holders losing money for the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Chart (TradingView)</p><p>Although ZM shares have fallen sharply from their October 2020 high, they are still trading at a premium.</p><p>Therefore, we believe that it may continue to show a downward trend thereafter to normalize its valuation. A more reasonable P/E would be around 17 times, which means Zoom still has 27.4% potential downside. Therefore, we adjusted our rating on ZM stock from buy to sell.</p><p></body></html></p>","source":"lsy1643368503284","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>With steady revenue and persistent premiums, will Zoom continue to cut losses?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nWith steady revenue and persistent premiums, will Zoom continue to cut losses?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街大事件</strong><span class=\"h-time small\">2022-05-23 19:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be absorbed, the market has not given it.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Investors have no chance to catch their breath. We revised our rating from buy to sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable under GAAP.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We re-examined our paper to try to understand why the market remained so brutal despite the sell-off in ZM stock being GAAP profitable. At that time, we realized that the market might be pricing the stock below expected earnings per share growth, while the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium during a slow distribution process, dragging down bargain buying before further declines.</p><p>Therefore, we believe the sell-off in ZM shares may continue. Despite possessing massive cash reserves of over $5.4 billion (approximately 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from buy to sell. Given the significant normalization of ZM's earnings per share growth, we suspect that the current allocation process is intended to make ZM's stock valuation more in line with the normalization of the overall market.</p><p><b>ZM shares are still priced at a premium.</b></p><p>Zoom's median P/E is 15.6 times, significantly lower than its 10-year median of 17.7 times. Therefore, it is clear that the market is pricing in a slowdown in Zoom's future growth, a situation exacerbated by aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Standardized P/E and NTM FCF Yield</p><p>It is worth noting that ZM shares last traded at 23.67 times the NTM Standardized P/E.<b>Therefore, ZM still has a significant growth premium, although its earnings growth may decline significantly in the coming years.</b></p><p>We believe that the market's pricing for fiscal year 2023 is lower than management's guidance in the fourth quarter.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (compared to the generally expected $10.73, up 12.3% year-over-year).</p><p>In addition, management guided FY23 revenue to be $4.54 billion, a year-over-year increase of 10.7%, in line with market expectations.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we believe that management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is undoubtedly still relevant. However, being able to accurately predict the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that as the economy reopens to travelers, businesses believe the global travel recovery is stronger than expected. For example, FCM Travel emphasizes: \"Business growth is 80% of what it was in 2019, and in some places it has exceeded pre-pandemic levels. Its return is much stronger than anyone expected.\"</p><p>Therefore, we are concerned that management may miss its guidance for FY23, which will impact its GAAP earnings per share.</p><p>Wall Street consensus estimates suggest that Zoom's earnings per share in fiscal year 2023 could decline by 60% year-over-year before rebounding in fiscal year 2023.</p><p><b>Therefore, ZM stock needs to digest its pandemic bubble growth before it can find a bottom. However, if Zoom lowers its revenue guidance for fiscal year 2023 or even fiscal year 2024, its earnings per share estimates are at risk of being further reduced.</b></p><p><b>epilogue</b></p><p>We believe the market has been pricing Zoom's FY23 guidance. It is worth noting that we did not observe market makers urgently dumping their chips.</p><p>Instead, as shown in the figure, they were simply a slow, deliberate distribution that kept holders losing money for the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Chart (TradingView)</p><p>Although ZM shares have fallen sharply from their October 2020 high, they are still trading at a premium.</p><p>Therefore, we believe that it may continue to show a downward trend thereafter to normalize its valuation. A more reasonable P/E would be around 17 times, which means Zoom still has 27.4% potential downside. Therefore, we adjusted our rating on ZM stock from buy to sell.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg\">华尔街大事件</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68ecabaf0839ef091b4b154187e60fd4","relate_stocks":{"ZM":"Zoom"},"source_url":"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115112944","content_text":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的潜在下行空间。我们在之前的文章中强调了Zoom Video（ZM）的泡沫已经破裂。然而，我们发现有趣的是市场继续消化其估值，尽管其按公认会计准则计算是有利可图的。此外，100美元的最保守价格目标并不能保护ZM股票免受进一步价格下跌的影响。我们重新审视了我们的论文，试图了解为什么尽管ZM股票的抛售具有 GAAP盈利能力，但市场仍然如此残酷。那时我们意识到市场的定价可能低于预期的每股收益增长，而该股的定价仍处于溢价状态。市场正在缓慢的分销过程中继续消化其增长溢价，在进一步下跌之前拖累了逢低买盘。因此，我们认为ZM股票的抛售可能会进一步持续。尽管拥有超过54亿美元的巨额现金储备（约占其市值的21%），但自2020年10月以来，ZM投资者一直没有得到任何喘息的机会。最后，我们将 ZM 股票的评级从买入调整为卖出。鉴于ZM的每股收益增长显著正常化，我们怀疑当前的分配过程旨在使ZM股票估值更符合整体市场的正常化。ZM股票仍处于溢价定价Zoom的市盈率中值为15.6倍，明显低于其10年中值17.7倍。因此，很明显，市场正在为Zoom未来的增长放缓定价，激进的加息和通胀加剧加剧了这种情况。ZM股票NTM标准化P/E和NTM FCF收益率值得注意的是，ZM股票的最后交易价格为23.67倍的NTM标准化市盈率。因此，ZM仍有显著的增长溢价，尽管其盈利增长在未来几年可能会显著下降。我们认为，市场对23财年的定价低于管理层在第四季度的指导。Zoom最近一季的指引为 10.7亿美元，其即将推出的FQ1'23收益卡上涨11.9%（与普遍预期的10.73美元相比，同比上涨12.3%）。此外，管理层指导FY23收入为45.4亿美元，同比增长10.7%，符合市场普遍预期。Zoom收入共识估计（S&P Capital IQ）Zoom GAAP EPS共识估计（S&P Capital IQ）然而，我们认为管理层和华尔街可能低估了商务旅行的复苏程度。我们相信，Zoom 的论点毫无疑问仍然具有相关性。但是，能够准确预测其重新开放的增长率仍然是一项重大挑战。彭博社报道称，随着经济重新向旅行者开放，企业认为全球旅行复苏比预期更加强劲。例如，FCM Travel强调：“业务增长速度是 2019 年的 80%，并且在某些地方已经超过了大流行前的水平。它的回归比任何人预期的都要强大得多。”因此，我们担心管理层可能会错过其对 23 财年的指导，这将影响其 GAAP 每股收益。华尔街的共识估计表明，Zoom 的 23 财年每股收益可能会同比下降 60%，然后在 23 财年反弹。因此，ZM 股票需要消化其大流行的泡沫增长才能找到底部。但是，如果 Zoom 将 23 财年甚至 24 财年的收入下调，其每股收益估计将面临进一步下调的风险。结语我们认为市场一直在定价 Zoom 的23 财年的指引。值得注意的是，我们没有观察到做市商迫切地抛出筹码。相反，如图所示，它们只是缓慢的、蓄意的分发，在过去两年中让持有者持续亏损。ZM股价走势图（TradingView）尽管ZM股票从2020年10月的高点大幅下跌，但其交易价格仍处于溢价状态。因此，我们认为随后可能会持续呈现下跌趋势以使其估值正常化。更合理的市盈率将在17倍左右，这意味着Zoom仍有27.4%的潜在下行空间。所以，我们将ZM股票的评级从买入调整为卖出。","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":4387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991102,"gmtCreate":1653310058106,"gmtModify":1676535257513,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991102","repostId":"1126290013","repostType":4,"isVote":1,"tweetType":1,"viewCount":4656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991917,"gmtCreate":1653310038939,"gmtModify":1676535257505,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991917","repostId":"1164195300","repostType":4,"repost":{"id":"1164195300","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1653306799,"share":"https://ttm.financial/m/news/1164195300?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:53","market":"us","language":"zh","title":"Apple, Microsoft, Google, Amazon: The Performance Dilemma of the Giants","url":"https://stock-news.laohu8.com/highlight/detail?id=1164195300","media":"格隆汇投资学苑","summary":"01 近期的大跌在交易什么？纳斯达克100指数（QQQ）年初至今已回撤28%，陷入熊市水平。最近更是弱得很彻底，几次反弹都仅持续一天，比如上周二，上上周五。这都是在交易什么呢？答案很直观：衰退。去年底","content":"<p><html><head></head><body><b>01 What is being traded during the recent sharp drop?</b></p><p><img src=\"https://static.tigerbbs.com/af8edd95d8668cffdcd24c533f4bd9b1\" tg-width=\"1080\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq 100 Index (QQQ) has pullback/retracement 28% year-to-date, entering a bear market. Recently, it has been completely weak, with several rebounds lasting only one day, such as last Tuesday and the Friday before last. What are they trading? The answer is straightforward: recession.</p><p>Starting late last year, the Federal Reserve shifted its policy to address the highest inflation levels in decades. In this process, the magnitude and expectations of rate hike have been further increased. For a considerable period last month, the market even believed that a single rate hike of 75 basis points was a relatively high probability.</p><p>Of course, Powell has basically ruled out this claim. rate hike now expects the benchmark interest rate to reach 2.75% by the end of the year, a figure that has remained largely unchanged since May. The benchmark interest rate is expected to be less than 3% by the end of 2023, compared to around 3.25% last month (reflecting two rate hike next year).</p><p><img src=\"https://static.tigerbbs.com/ba9c1808c4381b077a7d4307844e3154\" tg-width=\"1080\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>This reflects the Federal Reserve's \"rate hike forward\" strategy, which increases rate hike in order to quickly lower inflation and achieve a soft landing. However, with the release of the company's performance and guidance,<b>The market is increasingly worried that a hard landing (recession) is highly likely this time; the only question is how much the recession can be controlled.</b>。 This is also evident in the trend of the bond market – the 10-year Treasury Bond yield fell from a high of 3.2% to 2.79% in two weeks, a drop of 41 basis points.</p><p><img src=\"https://static.tigerbbs.com/9845e1d0cee2152e0ac94ad55d280e82\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p><b>02 Giant Performance</b></p><p><b>1. Apple</b></p><p>Revenue and EPS both exceeded expectations: Operating revenue was 97.278 billion yuan, a year-on-year increase of 8.59%, compared to expectations of 93.98 billion yuan, exceeding expectations by 3.5%; EPS was 1.52, up 8.57% year-on-year, exceeding expectations of $1.43 and exceeding expectations of 6.3%. EPS significantly exceeded expectations by more than revenue, which clearly demonstrates Apple's excellent profit control level (supply chain management, internal management, investment, etc.). In addition, this is also due to Apple's consistently strong brand awareness and pricing power.</p><p><img src=\"https://static.tigerbbs.com/24103c67c78d8d0612329937bca3afe4\" tg-width=\"1053\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/></p><p>During the conference call, CEO Tim Cook stated that he could not remain unaffected by the COVID-19 pandemic, supply chain disruptions, and the Russia-Ukraine war. Q2 revenue may decrease by $4-8 billion year-over-year due to these impacts.</p><p>In other words, Apple's performance itself is good, but its future outlook is pessimistic. More worryingly, given the high probability of a recession, Apple's valuation is still too high.</p><p><img src=\"https://static.tigerbbs.com/22dda42b06fae51c62bc1e062713484d\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Apple's NTM PE ratio was 23x, down from a low of approximately 18x in March 2020. In 2018, due to the combined effects of the economic cycle and product cycle (the XS generation underperformed, while Huawei's high-end products rose), the valuation dropped even lower (12x the low). The current situation is that the impact of the product cycle is relatively small, but a valuation of 20x is not excessive (MR cannot be counted on for the time being, and car manufacturing is even more uncertain), which means a downside potential of about 15%.</p><p><b>2. Microsoft</b></p><p>The performance will not be updated frequently; there are basically no blind spots, highlighting the stability of the established empire. You can refer to GS's model and target price for Microsoft.</p><p><img src=\"https://static.tigerbbs.com/c5b96246b3e6b476b64d1c2bdfeb49be\" tg-width=\"1080\" tg-height=\"745\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/634305503529e18ad43ef706772ec8f9\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Microsoft's NTM PE ratio was 24.8x, compared to a low of 23.3x in March 2020 and around 21x at the end of 2018. Based on the low point in March 2020, the valuation decline is around 6%, which is not very large.</p><p><b>3. Google</b></p><p>Revenue in line, EPS miss: Revenue of 68.01 billion yuan, +23% year-on-year, exceeding expectations of 67.98 billion yuan; EPS 24.62, -6.35% year-on-year, expected 25.71. Net profit was 16.44 billion yuan, down 8.3% year-on-year, compared to the expected 17.4 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/f34073ee2f8b6ecad2713b16c4be71b0\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>The cost side (gross profit margin and three expense ratios) is normal, and the marketing expense ratio has increased month-on-month, but it is basically the same as the same period last year. Operating profit was 20.09 billion yuan, up 22% year-on-year; The operating profit margin was 30%, higher than the expected 28.8%, indicating no major operational problems (the slowdown in growth was within market expectations). The year-on-year decline in net profit was mainly due to other income/expenses (securities investment) -1.16 billion yuan, compared with +4.85 billion yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/0ab463cc8e2aa42bae7bb27bc71f5f72\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the segmented business, search advertising grew by 24.3% year-on-year, but Youtube only grew by 14.4% year-on-year (market expectations were +23.2%). Reasons for Youtube's significant growth setback:<b>Competition from Tiktok, Apple's new privacy policy (advertising accuracy issues), inflation, and the spillover effects of the Russia-Ukraine conflict (mainly in Europe), with the first two having a more long-term impact.</b></p><p><img src=\"https://static.tigerbbs.com/52bf601b6c7cb1f83a1b1d35f062d839\" tg-width=\"832\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>NTMPE is 18.5x, which is the lowest level in 5 years, and the low point in March 2020 was about 20x. Judging from this valuation level, there is not much room for further decline (even in a traditional industry, this valuation is not expensive). Of course, there is a common saying in the industry: \"Don't buy tech stocks when they are cheap.\" This reflects the issue of the product life cycle, which is often more dangerous than the economic cycle.</p><p><b>4. Amazon</b></p><p>Performance this earnings season was very poor. Revenue was $116.4 billion, up 7.3% year-over-year, compared to an expected $125 billion. The guidance indicates Q2 revenue of $116 billion to $121 billion, lower than the market expectation of $125.5 billion. Based on the median guidance of 1185, this is 6% lower than expected. EPS -$7.56, +$8.40 expected. The guidance is for Q2 operating profit to be between -$1 billion and $3 billion.</p><p><img src=\"https://static.tigerbbs.com/e4e003fce051ec8c2c575d18952239bd\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>Costs have generally increased slightly, but inflationary and supply chain pressures remain significant: Amazon charged sellers a 5% service fee for the first time this month and raised Prime prices from $119 to $139 last fiscal quarter. However, the operating profit margin still declined from 8.2% in the same period last year to 3.2%.</p><p><img src=\"https://static.tigerbbs.com/bdbbfdf82debd610381949c61d0e39a2\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Free cash flow: $18.6 billion net outflow (past 12 months), compared to $26.4 billion net inflow in the same period last year. Behind this is a large investment in fulfillment infrastructure and the acquisition of MGM.</p><p>Note: Rivian's stock price fell by about 52% in Q1, reducing Amazon's market capitalization by $7.6 billion.</p><p><img src=\"https://static.tigerbbs.com/6c2b54121a3dd6d18bf0bfdfe5000c74\" tg-width=\"656\" tg-height=\"391\" referrerpolicy=\"no-referrer\"/></p><p>Amazon's FCF has declined significantly in recent quarters (acquisitions, investments, etc.), and its valuations are not very comparable. However, considering the overall decline in the consumer internet sector (with limited room for growth in e-commerce penetration), the stock price does not seem to have much support or elasticity.</p><p>I won't go into too much detail about Meta and Netflix. The disappointing performance in Q4 2021 clearly reflects that the product life cycle has reached the end. Although the valuation at this position is not expensive, it is difficult to make people want to buy the bottom. Both Tesla and Nvidia are long-term stocks with short-term headwinds in their fundamentals, but their long-term growth prospects remain positive.</p><p><b>03 Supermarket financial report disappointment: Exacerbating stagflation/recession concerns</b></p><p>Supermarket stocks suffered a series of setbacks last week. Walmart, Target, and Ross Department Stores performed at -11%, -25%, and -22% respectively on the day of their earnings reports. For the traditionally stable consumer staples sector, the decline is practically devastating. The reasons are actually quite similar: they are too heavily affected by inflation. Let's look at Walmart --</p><p><img src=\"https://static.tigerbbs.com/ab7efb822f462481b294a17ac9c39128\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\"/></p><p>Actually, Walmart's revenue this quarter was not a big problem (141.57 billion vs. the expected 139.09 billion), the main issue was the EPS.</p><p>- Unexpected supply chain issues: oil prices and e-commerce fulfillment costs are too high;</p><p>- The shift in product mix towards daily groceries is putting pressure on gross margins;</p><p>- General commodity prices fell by $100 million more than expected;</p><p>- Increased labor/management costs.</p><p>This means that Walmart has not passed on the pressure of inflation to consumers or upstream suppliers. According to management's guidance, EPS is expected to be -1% year-on-year this year, meaning that Walmart will continue to face cost pressures.</p><p><b>04 Summary</b></p><p>This quarter's results and guidance seem to be harbingers of stagflation and recession, but the economy itself is a series of cycles; with prosperity comes troughs, so there is no need to be overly pessimistic. We are currently in the middle of a recession narrative, and no one can predict where we will fall or what new ghost stories will emerge. But we might as well take this opportunity to deepen our research and reflection, since few people do this when things are going well.</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>Apple, Microsoft, Google, Amazon: The Performance Dilemma of the Giants</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\">\nApple, Microsoft, Google, Amazon: The Performance Dilemma of the Giants\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2022-05-23 19:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>01 What is being traded during the recent sharp drop?</b></p><p><img src=\"https://static.tigerbbs.com/af8edd95d8668cffdcd24c533f4bd9b1\" tg-width=\"1080\" tg-height=\"575\" referrerpolicy=\"no-referrer\"/></p><p>The Nasdaq 100 Index (QQQ) has pullback/retracement 28% year-to-date, entering a bear market. Recently, it has been completely weak, with several rebounds lasting only one day, such as last Tuesday and the Friday before last. What are they trading? The answer is straightforward: recession.</p><p>Starting late last year, the Federal Reserve shifted its policy to address the highest inflation levels in decades. In this process, the magnitude and expectations of rate hike have been further increased. For a considerable period last month, the market even believed that a single rate hike of 75 basis points was a relatively high probability.</p><p>Of course, Powell has basically ruled out this claim. rate hike now expects the benchmark interest rate to reach 2.75% by the end of the year, a figure that has remained largely unchanged since May. The benchmark interest rate is expected to be less than 3% by the end of 2023, compared to around 3.25% last month (reflecting two rate hike next year).</p><p><img src=\"https://static.tigerbbs.com/ba9c1808c4381b077a7d4307844e3154\" tg-width=\"1080\" tg-height=\"743\" referrerpolicy=\"no-referrer\"/></p><p>This reflects the Federal Reserve's \"rate hike forward\" strategy, which increases rate hike in order to quickly lower inflation and achieve a soft landing. However, with the release of the company's performance and guidance,<b>The market is increasingly worried that a hard landing (recession) is highly likely this time; the only question is how much the recession can be controlled.</b>。 This is also evident in the trend of the bond market – the 10-year Treasury Bond yield fell from a high of 3.2% to 2.79% in two weeks, a drop of 41 basis points.</p><p><img src=\"https://static.tigerbbs.com/9845e1d0cee2152e0ac94ad55d280e82\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p><b>02 Giant Performance</b></p><p><b>1. Apple</b></p><p>Revenue and EPS both exceeded expectations: Operating revenue was 97.278 billion yuan, a year-on-year increase of 8.59%, compared to expectations of 93.98 billion yuan, exceeding expectations by 3.5%; EPS was 1.52, up 8.57% year-on-year, exceeding expectations of $1.43 and exceeding expectations of 6.3%. EPS significantly exceeded expectations by more than revenue, which clearly demonstrates Apple's excellent profit control level (supply chain management, internal management, investment, etc.). In addition, this is also due to Apple's consistently strong brand awareness and pricing power.</p><p><img src=\"https://static.tigerbbs.com/24103c67c78d8d0612329937bca3afe4\" tg-width=\"1053\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/></p><p>During the conference call, CEO Tim Cook stated that he could not remain unaffected by the COVID-19 pandemic, supply chain disruptions, and the Russia-Ukraine war. Q2 revenue may decrease by $4-8 billion year-over-year due to these impacts.</p><p>In other words, Apple's performance itself is good, but its future outlook is pessimistic. More worryingly, given the high probability of a recession, Apple's valuation is still too high.</p><p><img src=\"https://static.tigerbbs.com/22dda42b06fae51c62bc1e062713484d\" tg-width=\"1080\" tg-height=\"747\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Apple's NTM PE ratio was 23x, down from a low of approximately 18x in March 2020. In 2018, due to the combined effects of the economic cycle and product cycle (the XS generation underperformed, while Huawei's high-end products rose), the valuation dropped even lower (12x the low). The current situation is that the impact of the product cycle is relatively small, but a valuation of 20x is not excessive (MR cannot be counted on for the time being, and car manufacturing is even more uncertain), which means a downside potential of about 15%.</p><p><b>2. Microsoft</b></p><p>The performance will not be updated frequently; there are basically no blind spots, highlighting the stability of the established empire. You can refer to GS's model and target price for Microsoft.</p><p><img src=\"https://static.tigerbbs.com/c5b96246b3e6b476b64d1c2bdfeb49be\" tg-width=\"1080\" tg-height=\"745\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/634305503529e18ad43ef706772ec8f9\" tg-width=\"1080\" tg-height=\"746\" referrerpolicy=\"no-referrer\"/></p><p>As of May 19, Microsoft's NTM PE ratio was 24.8x, compared to a low of 23.3x in March 2020 and around 21x at the end of 2018. Based on the low point in March 2020, the valuation decline is around 6%, which is not very large.</p><p><b>3. Google</b></p><p>Revenue in line, EPS miss: Revenue of 68.01 billion yuan, +23% year-on-year, exceeding expectations of 67.98 billion yuan; EPS 24.62, -6.35% year-on-year, expected 25.71. Net profit was 16.44 billion yuan, down 8.3% year-on-year, compared to the expected 17.4 billion yuan.</p><p><img src=\"https://static.tigerbbs.com/f34073ee2f8b6ecad2713b16c4be71b0\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>The cost side (gross profit margin and three expense ratios) is normal, and the marketing expense ratio has increased month-on-month, but it is basically the same as the same period last year. Operating profit was 20.09 billion yuan, up 22% year-on-year; The operating profit margin was 30%, higher than the expected 28.8%, indicating no major operational problems (the slowdown in growth was within market expectations). The year-on-year decline in net profit was mainly due to other income/expenses (securities investment) -1.16 billion yuan, compared with +4.85 billion yuan in the same period last year.</p><p><img src=\"https://static.tigerbbs.com/0ab463cc8e2aa42bae7bb27bc71f5f72\" tg-width=\"1080\" tg-height=\"657\" referrerpolicy=\"no-referrer\"/></p><p>Looking at the segmented business, search advertising grew by 24.3% year-on-year, but Youtube only grew by 14.4% year-on-year (market expectations were +23.2%). Reasons for Youtube's significant growth setback:<b>Competition from Tiktok, Apple's new privacy policy (advertising accuracy issues), inflation, and the spillover effects of the Russia-Ukraine conflict (mainly in Europe), with the first two having a more long-term impact.</b></p><p><img src=\"https://static.tigerbbs.com/52bf601b6c7cb1f83a1b1d35f062d839\" tg-width=\"832\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/></p><p>NTMPE is 18.5x, which is the lowest level in 5 years, and the low point in March 2020 was about 20x. Judging from this valuation level, there is not much room for further decline (even in a traditional industry, this valuation is not expensive). Of course, there is a common saying in the industry: \"Don't buy tech stocks when they are cheap.\" This reflects the issue of the product life cycle, which is often more dangerous than the economic cycle.</p><p><b>4. Amazon</b></p><p>Performance this earnings season was very poor. Revenue was $116.4 billion, up 7.3% year-over-year, compared to an expected $125 billion. The guidance indicates Q2 revenue of $116 billion to $121 billion, lower than the market expectation of $125.5 billion. Based on the median guidance of 1185, this is 6% lower than expected. EPS -$7.56, +$8.40 expected. The guidance is for Q2 operating profit to be between -$1 billion and $3 billion.</p><p><img src=\"https://static.tigerbbs.com/e4e003fce051ec8c2c575d18952239bd\" tg-width=\"1080\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>Costs have generally increased slightly, but inflationary and supply chain pressures remain significant: Amazon charged sellers a 5% service fee for the first time this month and raised Prime prices from $119 to $139 last fiscal quarter. However, the operating profit margin still declined from 8.2% in the same period last year to 3.2%.</p><p><img src=\"https://static.tigerbbs.com/bdbbfdf82debd610381949c61d0e39a2\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Free cash flow: $18.6 billion net outflow (past 12 months), compared to $26.4 billion net inflow in the same period last year. Behind this is a large investment in fulfillment infrastructure and the acquisition of MGM.</p><p>Note: Rivian's stock price fell by about 52% in Q1, reducing Amazon's market capitalization by $7.6 billion.</p><p><img src=\"https://static.tigerbbs.com/6c2b54121a3dd6d18bf0bfdfe5000c74\" tg-width=\"656\" tg-height=\"391\" referrerpolicy=\"no-referrer\"/></p><p>Amazon's FCF has declined significantly in recent quarters (acquisitions, investments, etc.), and its valuations are not very comparable. However, considering the overall decline in the consumer internet sector (with limited room for growth in e-commerce penetration), the stock price does not seem to have much support or elasticity.</p><p>I won't go into too much detail about Meta and Netflix. The disappointing performance in Q4 2021 clearly reflects that the product life cycle has reached the end. Although the valuation at this position is not expensive, it is difficult to make people want to buy the bottom. Both Tesla and Nvidia are long-term stocks with short-term headwinds in their fundamentals, but their long-term growth prospects remain positive.</p><p><b>03 Supermarket financial report disappointment: Exacerbating stagflation/recession concerns</b></p><p>Supermarket stocks suffered a series of setbacks last week. Walmart, Target, and Ross Department Stores performed at -11%, -25%, and -22% respectively on the day of their earnings reports. For the traditionally stable consumer staples sector, the decline is practically devastating. The reasons are actually quite similar: they are too heavily affected by inflation. Let's look at Walmart --</p><p><img src=\"https://static.tigerbbs.com/ab7efb822f462481b294a17ac9c39128\" tg-width=\"1080\" tg-height=\"748\" referrerpolicy=\"no-referrer\"/></p><p>Actually, Walmart's revenue this quarter was not a big problem (141.57 billion vs. the expected 139.09 billion), the main issue was the EPS.</p><p>- Unexpected supply chain issues: oil prices and e-commerce fulfillment costs are too high;</p><p>- The shift in product mix towards daily groceries is putting pressure on gross margins;</p><p>- General commodity prices fell by $100 million more than expected;</p><p>- Increased labor/management costs.</p><p>This means that Walmart has not passed on the pressure of inflation to consumers or upstream suppliers. According to management's guidance, EPS is expected to be -1% year-on-year this year, meaning that Walmart will continue to face cost pressures.</p><p><b>04 Summary</b></p><p>This quarter's results and guidance seem to be harbingers of stagflation and recession, but the economy itself is a series of cycles; with prosperity comes troughs, so there is no need to be overly pessimistic. We are currently in the middle of a recession narrative, and no one can predict where we will fall or what new ghost stories will emerge. But we might as well take this opportunity to deepen our research and reflection, since few people do this when things are going well.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/418c8e44b0e296045dbb80704fbfa531","relate_stocks":{"AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊","GOOGL":"谷歌A"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164195300","content_text":"01 近期的大跌在交易什么？纳斯达克100指数（QQQ）年初至今已回撤28%，陷入熊市水平。最近更是弱得很彻底，几次反弹都仅持续一天，比如上周二，上上周五。这都是在交易什么呢？答案很直观：衰退。去年底开始，美联储政策转向，以应对几十年来最高的通胀水平。在这个过程中又一路提升加息的幅度和预期，上个月有比较长一段时间市场甚至认为单次加息75个基点是比较大概率的事件。当然，这个说法基本被鲍威尔排除了，现在的加息预期是年底基准利率达到2.75%，这个数5月以来基本没有变过；到23年底基准利率预期为不到3%，上个月这个数基本在3.25%左右（反映明年加息2次）。这背后反映的是美联储“加息前置”的策略，加大加息幅度，以求迅速将通胀降下去，实现软着陆。但随着公司业绩及指引的发布，市场越来越担忧这次大概率得硬着陆了（衰退），只看衰退的幅度能控制在多少。这一点，从债市的走势也看得很明显——10年国债收益率2周时间从3.2%的高点跌至2.79%，跌幅达41个基点。02 巨头业绩1. 苹果营收和EPS双超预期：营业收入972.78亿，同比增长8.59%，预期939.8亿，超预期3.5%；EPS 1.52，同比增长8.57%，预期1.43美元，超预期6.3%。EPS超预期幅度显著大于营收，可以直观看出苹果的利润控制水平优秀（供应链管控，内部管理，投资etc.），另外背后也有苹果一直以来的强品牌心智和定价权。电话会议上CEO库克表示：无法在新冠肺炎疫情、供应链紊乱、俄乌战争期间独善其身。Q2收入可能因为这些影响同比减少40-80亿美元。也就是说苹果的业绩本身是不错的，但对于未来的预期偏悲观，更令人担忧的是，在衰退大概率成真的情况下，苹果的估值还是偏高——截止5月19日，苹果NTM PE 23x，20年3月低点约18x。18年由于经济周期和产品周期叠加影响（出的XS一代拉胯，华为高端崛起），估值杀得更低（低点12x）。现状是产品周期的影响比较小，但估值到20x也不过分（MR暂时指望不上，造车更悬），也就意味着15%左右的跌幅空间。2. 微软业绩就不多更新了，基本没有死角，突出老牌帝国的稳健。可以参考看看GS对于微软的模型以及目标价。截止5月19日，微软NTM PE 24.8x，20年3月低点23.3x，18年底21x左右。按20年3月低点对标，估值跌幅空间6%左右，已不太大。3. 谷歌营收in line，EPS miss：营收680.1亿，同比+23%，预期679.8亿；EPS24.62，同比-6.35%，预期25.71。净利润164.4亿，同比-8.3%，预期174亿。成本端（毛利率、三费率）正常，营销费用率环比有所提升，但是和去年同期基本一致。经营利润200.9亿，同比+22%；经营利润率30%，高于预期的28.8%，经营上问题不大（增速放缓在市场预期内）。净利润同比下降主要在其他收入/支出（证券投资）-11.6亿，去年同期+48.5亿。拆分业务来看，搜索广告同比+24.3%，但Youtube同比仅+14.4%（市场预期+23.2%）。Youtube增长大幅受挫的原因：Tiktok竞争、苹果隐私新政（广告精确度问题）、通胀、俄乌冲突外溢（主要为欧洲），其中前两个影响更为长期。NTMPE 18.5x，已是5年最低位，20年3月低点为约20x。从这个估值水平来看，进一步下杀的空间已经不大（就算当个传统行业来看，这个估值也不贵了）。当然，业内普遍有“不要在便宜的时候买科技股”的说法，这背后反映的是产品生命周期的问题，这个周期到的时候往往比经济周期更可怕。4. 亚马逊这个财报季业绩很差。营收1164.0亿美元，同比增长7.3%，预期1250亿美元。指引Q2营收1160亿-1210亿美元，低于市场预期的1255亿美元。按指引中值1185计，低于预期6%。EPS -7.56美元，预期+8.40美元。指引Q2运营利润在-10亿到30亿美元之间。各项成本基本小幅增长，通胀和供应链压力仍然不小：本月亚马逊首次向卖家征收5%服务费，并且上个财季将Prime价格从119美元提高至139美元。但经营利润率仍从去年同期8.2%下滑到3.2%。自由现金流：186亿美元净流出（过去12个月），去年同期264亿美元净流入。背后是大量投资履约基建，以及收购米高梅。注：Q1Rivian的股价下跌了约52%，令亚马逊所持市值减少76亿美元。亚马逊近几个季度FCF大幅下降（收购、投资等），估值没有太多可比性。不过考虑到消费互联网整体退潮（电商渗透率增长空间不大了），股价也似乎没有太多支撑或弹性。关于Meta和奈飞就不过多展开了，21Q4业绩的暴雷已明显反映出产品生命周期已到末端，这个位置虽然说估值也不贵，但很难让人想去捞底。特斯拉和英伟达都属于长久期，基本面短期逆风，但长期的增长前景仍然向好。03 商超财报暴雷：加剧滞胀/衰退担忧上周商超股连续暴雷。沃尔玛、塔吉特、罗斯百货，财报当天表现分别为-11%、-25%、-22%。对于历来稳健的必选消费板块来说，简直跌出了毁灭的感觉。原因其实都差不多，受通胀影响太重了。我们从沃尔玛来看——其实这季度沃尔玛营收问题不大（1415.7亿vs预期的1390.9亿），主要是EPS出了问题。- 超预期的供应链问题：油价和电商履约成本过高；- 产品组合转向日用杂货给毛利带来压力；- 一般性商品降价比预期多1亿美元；- 人工/管理成本上升。这也就意味着沃尔玛并没有将通胀的压力转嫁给消费者或上游供应商。从管理层的指引来看，今年EPS预期将同比-1%，也就是说沃尔玛会持续面临成本压力。04 小结这个季度的业绩和指引似乎都是滞胀和衰退前兆，但经济本身就是一个个周期，有繁荣就会有低谷，所以也不用过度悲观。目前我们处于衰退叙事的正中间段，谁也说不准会跌到哪，又会出什么新鬼故事，但不妨趁这个机会加深研究和反思，毕竟少有人在顺风顺水的时候做这个。","news_type":1,"symbols_score_info":{"GOOGL":0.9,"MSFT":0.9,"AMZN":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029511380,"gmtCreate":1652797619740,"gmtModify":1676535163590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029511380","repostId":"1165989215","repostType":4,"isVote":1,"tweetType":1,"viewCount":4256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029513963,"gmtCreate":1652797531552,"gmtModify":1676535163566,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029513963","repostId":"1105191089","repostType":4,"repost":{"id":"1105191089","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652758592,"share":"https://ttm.financial/m/news/1105191089?lang=en_US&edition=fundamental","pubTime":"2022-05-17 11:36","market":"us","language":"zh","title":"Who is the second Tesla? Soros bet heavily on this company","url":"https://stock-news.laohu8.com/highlight/detail?id=1105191089","media":"Wind万得","summary":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中","content":"<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</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>Who is the second Tesla? Soros bet heavily on this company</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\">\nWho is the second Tesla? Soros bet heavily on this company\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-17 11:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105191089","content_text":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中一个。随着近十几年的发展，电动车市场越来越成熟，涌现出的品牌也越来越多，特斯拉凭借着Model 3和Model Y的畅销一直占据市场最大销售份额。从2017年的21%提升到2020年的28%，去年其市场份额出现下滑，下降至26%。据不完全统计，2022年第一季度，全球市场共417种电动车型号在销售，中国市场产出了264款。这么多品牌厮杀，特斯拉很难一直保持领先优势，投资大佬也在寻找“下一个特斯拉”。索罗斯一直钟情于美国电动皮卡品牌Rivian。根据上周披露的13F持仓报告，索罗斯旗下量子基金第一大重仓股依然是Rivian，持仓约1984万股，持仓市值约9.97亿美元，占投资组合比例为15.16%。Rivian是索罗斯去年第四季度新建仓个股，建仓后即为第一重仓股，到今年一季度持仓数量环比无任何变化，但市值已大幅缩水，因为Rivian年初至今已下跌近80%。索罗斯不仅重仓Rivian个股，从持仓比例变化来看，Q1买入最高的是Rivian的看涨期权。Rivian成立于2009年，较特斯拉要晚，是美国的一家电动汽车和自动驾驶技术厂商。Rivian与特斯拉不同，其从一开始就选择了一条在美国极其讨喜的赛道——电动皮卡车。上市前，Rivian就受到资本追捧。仅在2019年，Rivian就进行了4轮融资，筹集到了28.5亿美元的资金。其投资方包括亚马逊、福特汽车、贝莱德等知名企业及机构，其中亚马逊、贝莱德等投资方甚至多次参与其中。不过，在正式上市前，Rivian没有一款真正意义上的量产车交付给普通用户。虽然索罗斯重仓，但Rivian的经营数据并不好看，Q1财报显示，Rivian营收为9500万美元，低于市场普遍预期的1.312亿美元；净亏损为15.93亿美元，上年同期为4.14亿美元；调整后每股亏损为1.43美元，略好于市场预期的1.45美元。此前Rivian将其2022年的计划产量削减了一半至2.5万辆，仅是该公司去年在IPO路演中向投资者承诺的一半。自去年第三季度开始生产以来，Rivian到2021年底已生产了1015辆汽车，交付了920辆。若加上今年第一季度的产量，总产量达到了3,568辆。Rivian伊利诺伊州Normal工厂目前的年产能为15万辆，公司表示，计划在2023年前将该厂年产能提高到20万辆。Rivian另一家工厂定于2024年投产，最终将年产40万辆汽车，并生产电池。不仅索罗斯看好，摩根士丹利也维持对Rivian的“增持”评级。分析师Adam Jonas表示:“在将各种不良因素考虑进去后，即使目前整体股市低迷，但我们认为该公司目前的股价依然略低。通过估算，目前的股价并不足以反映该公司在2030年的20万辆电车年销量预期”。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":5084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066312522,"gmtCreate":1651849466666,"gmtModify":1676534983758,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066312522","repostId":"1169210876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224538,"gmtCreate":1651156692284,"gmtModify":1676534860606,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224538","repostId":"1159795060","repostType":4,"repost":{"id":"1159795060","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":1651154063,"share":"https://ttm.financial/m/news/1159795060?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:54","market":"us","language":"zh","title":"Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159795060","media":"老虎资讯综合","summary":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","content":"<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended during the session, and the stock price fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" 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>Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.</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{ 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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\">2022-04-28 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended during the session, and the stock price fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" 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/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4167":"医疗保健技术","TDOC":"Teladoc Health Inc.","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159795060","content_text":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":4014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224190,"gmtCreate":1651156619442,"gmtModify":1676534860590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224190","repostId":"1123914915","repostType":4,"repost":{"id":"1123914915","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":1651153597,"share":"https://ttm.financial/m/news/1123914915?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:46","market":"other","language":"zh","title":"Most new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123914915","media":"老虎资讯综合","summary":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","content":"<p><html><head></head><body>On April 28, most new energy vehicle stocks in the US stock market declined.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>It fell more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell nearly 4%.<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>It fell 2.2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" 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>Most new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.</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\">\nMost new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.\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\">2022-04-28 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28, most new energy vehicle stocks in the US stock market declined.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>It fell more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell nearly 4%.<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>It fell 2.2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" 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/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4555":"新能源车","BK4581":"高盛持仓","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123914915","content_text":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":4659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060015261,"gmtCreate":1651069863425,"gmtModify":1676534844175,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060015261","repostId":"1157700690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060012797,"gmtCreate":1651069779857,"gmtModify":1676534844167,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":", 👍👍👍","listText":", 👍👍👍","text":", 👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060012797","repostId":"1134208112","repostType":4,"repost":{"id":"1134208112","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":1651066969,"share":"https://ttm.financial/m/news/1134208112?lang=en_US&edition=fundamental","pubTime":"2022-04-27 21:42","market":"other","language":"zh","title":"Boeing's decline widened to nearly 8%, and its stock price hit a 52-week low.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134208112","media":"老虎资讯综合","summary":"4月27日，波音跌幅扩大至近8%，股价刷新52周新低。","content":"<p><html><head></head><body>On April 27,<a href=\"https://laohu8.com/S/BA\">boeing</a>The decline widened to nearly 8%, and the stock price hit a 52-week low.</p><p><img src=\"https://static.tigerbbs.com/0b70074c854522ae79322c2d173bc3ee\" 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>Boeing's decline widened to nearly 8%, and its stock price hit a 52-week low.</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; 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21:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 27,<a href=\"https://laohu8.com/S/BA\">boeing</a>The decline widened to nearly 8%, and the stock price hit a 52-week low.</p><p><img src=\"https://static.tigerbbs.com/0b70074c854522ae79322c2d173bc3ee\" 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/94e31336d6af672b08c5ae7ff8b4ec12","relate_stocks":{"BK4187":"航天航空与国防","BK4551":"寇图资本持仓","BA":"波音","BK4516":"特朗普概念","BK4564":"太空概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134208112","content_text":"4月27日，波音跌幅扩大至近8%，股价刷新52周新低。","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085959961,"gmtCreate":1650637018651,"gmtModify":1676534768254,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085959961","repostId":"1189476229","repostType":4,"repost":{"id":"1189476229","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":1650634254,"share":"https://ttm.financial/m/news/1189476229?lang=en_US&edition=fundamental","pubTime":"2022-04-22 21:30","market":"us","language":"zh","title":"Opening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189476229","media":"老虎资讯综合","summary":"美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。","content":"<p><html><head></head><body>On Friday, April 22, the Dow Jones Industrial Average opened down 220.44 points, or 0.63%, at 34,572.32. The S&P 500 opened down 14.01 points, or 0.32%, at 4379.65. The Nasdaq Composite Index opened up 10.80 points, or 0.08%, at 13,185.46. On the news front, U.S. Treasury Bond yields continued their upward trend as investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish comments.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 4%. In terms of news, JD.com announced on Thursday that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Alibaba rose more than 3%, while Alibaba and Li Auto rose more than 2%.</p><p>Chinese concept education stocks rallied, with Gaotu up over 8%, TAL Education Group up 5.7%, Youdao up 5%, Zhangmen Education up nearly 4%, and New Oriental up 3%.</p><p>Daquan New Energy rose more than 4%, with first-quarter revenue of $1.2803 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Zhihu officially listed on the Hong Kong Stock Exchange today, falling more than 3% on its first day of trading.</p><p>Fashion and fast-moving consumer goods brand Gap fell more than 19% after announcing that Nancy Green, CEO of its subsidiary Old Navy, would leave the company this weekend and expected first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company fell 1.2% after reporting adjusted earnings before interest and taxes (EBIT) of €1.677 billion in the first quarter, compared to market expectations of €1.74 billion.</p><p>Autoliv fell more than 7%, with first-quarter revenue of $2.12 billion, below market expectations of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, reporting a net profit attributable to common shareholders of the parent company of $366 million for the first fiscal quarter of 2022, a year-on-year decrease of 14.24%.</p><p>Newmont Mining fell more than 8% after first-quarter earnings fell short of expectations as declining gold production offset the impact of rising prices.</p><p>Verizon fell more than 5% after the company lowered its 2022 service and other revenue guidance.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal year 2022.</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>Opening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.</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\">\nOpening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.\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\">2022-04-22 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, April 22, the Dow Jones Industrial Average opened down 220.44 points, or 0.63%, at 34,572.32. The S&P 500 opened down 14.01 points, or 0.32%, at 4379.65. The Nasdaq Composite Index opened up 10.80 points, or 0.08%, at 13,185.46. On the news front, U.S. Treasury Bond yields continued their upward trend as investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish comments.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 4%. In terms of news, JD.com announced on Thursday that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Alibaba rose more than 3%, while Alibaba and Li Auto rose more than 2%.</p><p>Chinese concept education stocks rallied, with Gaotu up over 8%, TAL Education Group up 5.7%, Youdao up 5%, Zhangmen Education up nearly 4%, and New Oriental up 3%.</p><p>Daquan New Energy rose more than 4%, with first-quarter revenue of $1.2803 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Zhihu officially listed on the Hong Kong Stock Exchange today, falling more than 3% on its first day of trading.</p><p>Fashion and fast-moving consumer goods brand Gap fell more than 19% after announcing that Nancy Green, CEO of its subsidiary Old Navy, would leave the company this weekend and expected first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company fell 1.2% after reporting adjusted earnings before interest and taxes (EBIT) of €1.677 billion in the first quarter, compared to market expectations of €1.74 billion.</p><p>Autoliv fell more than 7%, with first-quarter revenue of $2.12 billion, below market expectations of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, reporting a net profit attributable to common shareholders of the parent company of $366 million for the first fiscal quarter of 2022, a year-on-year decrease of 14.24%.</p><p>Newmont Mining fell more than 8% after first-quarter earnings fell short of expectations as declining gold production offset the impact of rising prices.</p><p>Verizon fell more than 5% after the company lowered its 2022 service and other revenue guidance.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal year 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189476229","content_text":"4月22日（周五），道琼斯指数开盘下跌220.44点，跌幅0.63%，报34572.32点；标普500指数开盘下跌14.01点，跌幅0.32%，报4379.65点；纳斯达克综合指数开盘上涨10.80点，涨幅0.08%，报13185.46点。消息面上，美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。京东涨超4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。拼多多涨超3%，阿里巴巴、理想汽车涨超2%。中概教育股走强，高途涨超8%，好未来涨5.7%，有道涨5%，掌门教育涨近4%，新东方涨3%。大全新能源涨超4%，一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%。时尚快消品牌盖璞跌超19%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌1.2%，公司第一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。奥托立夫跌超7%，一季度营收21.2亿美元，低于21.7亿美元的市场预期。直觉外科公司跌7.4%，2022财年第一财季归属于母公司普通股股东净利润为3.66亿美元，同比下降14.24%。纽蒙特矿业跌超8%，第一季度收益低于预期，因黄金产量下降抵消了价格上涨的影响。威瑞森跌超5%，公司降低了其2022年的服务和其他收入指引。克里夫天然资源公司涨超10%，此前该公司公布了好于预期的第一季度调整后每股收益和销售业绩，并上调了2022财年平均售价指引。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085950655,"gmtCreate":1650636967332,"gmtModify":1676534768269,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085950655","repostId":"1183430436","repostType":4,"repost":{"id":"1183430436","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":1650630501,"share":"https://ttm.financial/m/news/1183430436?lang=en_US&edition=fundamental","pubTime":"2022-04-22 20:28","market":"us","language":"zh","title":"Pre-market | Most Chinese concept stocks rose, with JD.com gaining nearly 4% supported by positive news.","url":"https://stock-news.laohu8.com/highlight/detail?id=1183430436","media":"老虎资讯综合","summary":"美股三大指数期货窄幅波动，纳指期货小幅上涨。","content":"<p><html><head></head><body>On Friday, April 22, futures for the three major U.S. stock indexes fluctuated narrowly, while Nasdaq futures rose slightly. The US dollar and US Treasury yields strengthened again, with the benchmark US Treasury yield, the 10-year Treasury Bond yield, testing the 3% level after Federal Reserve Chairman Powell confirmed that he would raise the rate hike by 50 basis points at his May meeting.</p><p><img src=\"https://static.tigerbbs.com/bc995df34478a0dccb80ad982db3b7b8\" tg-width=\"765\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose nearly 4%. In terms of news,<a href=\"https://laohu8.com/S/JD\">JD.com</a>On Thursday, the company announced that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 0.7%,<a href=\"https://laohu8.com/S/BEST\">Best Inc.</a>Up 0.24%<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose 1.18%. The U.S. Securities and Exchange Commission (SEC) has added companies such as Li Auto, Best Inc., and Beike to its pre-delisting list, making it the fifth batch of Chinese companies listed in the U.S. concept since March.</p><p><a href=\"https://laohu8.com/S/DQ\">Daquan New Energy</a>It rose 3%. The company's revenue in the first quarter was $1.2803 billion, compared with $256.1 million in the same period last year, representing a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose 2%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell more than 3%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It officially listed on the Hong Kong Stock Exchange today, closing down more than 23% on its first day, with a market capitalization of HK$7.988 billion.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>The stock rose more than 2% after the company's first-quarter profit and revenue exceeded expectations, and the company increased its Dividend by 40%.</p><p><a href=\"https://laohu8.com/S/GPS\">Gap</a>The company plunged nearly 16% after announcing that Nancy Green, CEO of sub-brand Old Navy, would leave the company this weekend, and expected first-quarter sales to decline more than initially expected.</p><p><img src=\"https://static.tigerbbs.com/9d523153c34734fbe0f18608ba4b0452\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company's first-quarter adjusted earnings before interest and taxes (EBIT) were €1.677 billion, compared to market expectations of €1.74 billion.</p><p><a href=\"https://laohu8.com/S/AXP\">American Express</a>The company fell more than 1%, but its first-quarter revenue was $11.7 billion, a year-on-year increase of 29%; Net income was $2.1 billion, compared to an expected $1.9 billion.</p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>The company's first-quarter net profit and earnings per share fell by more than 2%, indicating miss the market expectation.</p><p><a href=\"https://laohu8.com/S/ALV\">Autoliv</a>The company fell more than 6%, with first-quarter revenue of $2.12 billion, lower than the market expectation of $2.17 billion.</p><p><b>Commodity trends</b></p><p>International oil prices have fallen. Expectations of the Federal Reserve accelerating interest rate hikes and a weak global growth outlook are damaging demand. However, OPEC reiterated its position to the IMF that it would not accelerate production increases, and the EU may continue to tighten restrictions on Russian oil, potentially further tightening global supply.</p><p><img src=\"https://static.tigerbbs.com/37bc7c8fe7c7217deb7da80b237f60dd\" tg-width=\"1388\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>International gold prices fell. the US Dollar Index remained strong, and Federal Reserve officials took a tough stance on tightening monetary policy, reinforcing expectations that it would implement massive rate hike to combat soaring inflation.</p><p><img src=\"https://static.tigerbbs.com/36ca79463873e53cc20d623eebde1b04\" tg-width=\"1389\" tg-height=\"876\" 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>Pre-market | Most Chinese concept stocks rose, with JD.com gaining nearly 4% supported by positive news.</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 | Most Chinese concept stocks rose, with JD.com gaining nearly 4% supported by positive news.\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\">2022-04-22 20:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, April 22, futures for the three major U.S. stock indexes fluctuated narrowly, while Nasdaq futures rose slightly. The US dollar and US Treasury yields strengthened again, with the benchmark US Treasury yield, the 10-year Treasury Bond yield, testing the 3% level after Federal Reserve Chairman Powell confirmed that he would raise the rate hike by 50 basis points at his May meeting.</p><p><img src=\"https://static.tigerbbs.com/bc995df34478a0dccb80ad982db3b7b8\" tg-width=\"765\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose nearly 4%. In terms of news,<a href=\"https://laohu8.com/S/JD\">JD.com</a>On Thursday, the company announced that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 0.7%,<a href=\"https://laohu8.com/S/BEST\">Best Inc.</a>Up 0.24%<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose 1.18%. The U.S. Securities and Exchange Commission (SEC) has added companies such as Li Auto, Best Inc., and Beike to its pre-delisting list, making it the fifth batch of Chinese companies listed in the U.S. concept since March.</p><p><a href=\"https://laohu8.com/S/DQ\">Daquan New Energy</a>It rose 3%. The company's revenue in the first quarter was $1.2803 billion, compared with $256.1 million in the same period last year, representing a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose 2%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It fell more than 3%.<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>It officially listed on the Hong Kong Stock Exchange today, closing down more than 23% on its first day, with a market capitalization of HK$7.988 billion.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/SLB\">Schlumberger</a>The stock rose more than 2% after the company's first-quarter profit and revenue exceeded expectations, and the company increased its Dividend by 40%.</p><p><a href=\"https://laohu8.com/S/GPS\">Gap</a>The company plunged nearly 16% after announcing that Nancy Green, CEO of sub-brand Old Navy, would leave the company this weekend, and expected first-quarter sales to decline more than initially expected.</p><p><img src=\"https://static.tigerbbs.com/9d523153c34734fbe0f18608ba4b0452\" tg-width=\"450\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company's first-quarter adjusted earnings before interest and taxes (EBIT) were €1.677 billion, compared to market expectations of €1.74 billion.</p><p><a href=\"https://laohu8.com/S/AXP\">American Express</a>The company fell more than 1%, but its first-quarter revenue was $11.7 billion, a year-on-year increase of 29%; Net income was $2.1 billion, compared to an expected $1.9 billion.</p><p><a href=\"https://laohu8.com/S/VZ\">Verizon</a>The company's first-quarter net profit and earnings per share fell by more than 2%, indicating miss the market expectation.</p><p><a href=\"https://laohu8.com/S/ALV\">Autoliv</a>The company fell more than 6%, with first-quarter revenue of $2.12 billion, lower than the market expectation of $2.17 billion.</p><p><b>Commodity trends</b></p><p>International oil prices have fallen. Expectations of the Federal Reserve accelerating interest rate hikes and a weak global growth outlook are damaging demand. However, OPEC reiterated its position to the IMF that it would not accelerate production increases, and the EU may continue to tighten restrictions on Russian oil, potentially further tightening global supply.</p><p><img src=\"https://static.tigerbbs.com/37bc7c8fe7c7217deb7da80b237f60dd\" tg-width=\"1388\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>International gold prices fell. the US Dollar Index remained strong, and Federal Reserve officials took a tough stance on tightening monetary policy, reinforcing expectations that it would implement massive rate hike to combat soaring inflation.</p><p><img src=\"https://static.tigerbbs.com/36ca79463873e53cc20d623eebde1b04\" tg-width=\"1389\" tg-height=\"876\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183430436","content_text":"4月22日（周五），美股三大指数期货窄幅波动，纳指期货小幅上涨。美元、美债收益率再度走强，美债基准收益率美国10年期国债收益率测试3%的水平，此前美联储主席鲍威尔确认将在5月会议上加息50个基点。中概股盘前走势京东涨近4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。理想汽车涨0.7%，百世集团涨0.24%，贝壳涨1.18%。美国证劵交易委员会（SEC）将理想汽车、百世集团和贝壳等公司加入预摘牌名单，这是自3月以来第五批被纳入名单的中概股公司。大全新能源涨3%。该公司一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。拼多多、阿里巴巴、哔哩哔哩涨2%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%，港股市值79.88亿港元。重要美股盘前走势斯伦贝谢涨超2%，公司第一季度利润和收入超出预期，公司将股息增加40%。盖璞大跌近16%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌超3%，公司一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。美国运通跌超1%，公司一季度营收117亿美元，同比增长29%；净利润21亿美元，预期19亿美元。威瑞森跌超2%，公司一季度净利及每股收益不及市场预期。奥托立夫跌超6%，公司一季度营收21.2亿美元，低于21.7亿美元的市场预期。大宗商品走势国际油价回落。美联储加速升息预期和全球增长前景疲软损害需求。但OPEC向IMF重申立场——不会加速增产，欧盟可能继续收紧对俄罗斯石油的限制，全球供给或进一步紧张。国际金价下跌。美元指数继续保持强势，美联储官员对收紧货币政策采取强硬态度，巩固了其将大举加息来应对通胀飙升的预期。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017651158,"gmtCreate":1649773643497,"gmtModify":1676534571763,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017651158","repostId":"1105190495","repostType":4,"repost":{"id":"1105190495","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":1649770935,"share":"https://ttm.financial/m/news/1105190495?lang=en_US&edition=fundamental","pubTime":"2022-04-12 21:42","market":"us","language":"zh","title":"U.S. oil stocks rose, with Chevron gaining over 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1105190495","media":"老虎资讯综合","summary":"4月12日，美股石油股走高，雪佛龙涨超4%，埃克森美孚、英国石油涨超3%。消息面上，美油、布油涨幅均超5%。","content":"<p><html><head></head><body>On April 12, US oil stocks rose.<a href=\"https://laohu8.com/S/CVX\">Chevron</a>It rose more than 4%.<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>It rose more than 3%. In terms of news, US crude oil and Brent crude oil both rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/338eec9a7bb5a2429ae5f66e751d38a5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. oil stocks rose, with Chevron gaining over 4%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. oil stocks rose, with Chevron gaining over 4%.\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\">2022-04-12 21:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 12, US oil stocks rose.<a href=\"https://laohu8.com/S/CVX\">Chevron</a>It rose more than 4%.<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>It rose more than 3%. In terms of news, US crude oil and Brent crude oil both rose by more than 5%.</p><p><img src=\"https://static.tigerbbs.com/338eec9a7bb5a2429ae5f66e751d38a5\" 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/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{"BK4581":"高盛持仓","BK4570":"地缘局势概念股","BK4559":"巴菲特持仓","BK4566":"资本集团","CVX":"雪佛龙","BK4201":"综合性石油与天然气企业","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105190495","content_text":"4月12日，美股石油股走高，雪佛龙涨超4%，埃克森美孚、英国石油涨超3%。消息面上，美油、布油涨幅均超5%。","news_type":1,"symbols_score_info":{"CVX":0.9}},"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017660958,"gmtCreate":1649772418577,"gmtModify":1676534571201,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017660958","repostId":"1136448500","repostType":4,"repost":{"id":"1136448500","kind":"news","pubTimestamp":1649770740,"share":"https://ttm.financial/m/news/1136448500?lang=en_US&edition=fundamental","pubTime":"2022-04-12 21:39","market":"us","language":"zh","title":"US March CPI Data Interpretation: Housing and Energy Prices Are the Main Drivers of Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1136448500","media":"华尔街见闻","summary":"4月12日周二，美国劳工统计局公布数据显示，美国3月CPI同比增8.5%，增速再次加快，为1981年12月来的最快增速，高于市场的预期8.4%，也超前值的7.9%。CPI同比增速连续十一个月达到或高于","content":"<p><html><head></head><body>On Tuesday, April 12, the U.S. Bureau of Labor Statistics released data showing that the U.S. CPI rose 8.5% year-on-year in March, accelerating again.<b>It was the fastest growth rate since December 1981.</b>This was 8.4% higher than market expectations and also ahead of the previous value of 7.9%. The year-on-year CPI growth rate has reached or exceeded 5% for eleven consecutive months.</p><p><img src=\"https://static.tigerbbs.com/f302216ecd7571b4ad526fd1215c3ee7\" tg-width=\"1004\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The month-on-month CPI increase continued to widen in March, rising 1.2%, higher than the previous value of 0.8%.<b>The 1.2% month-on-month increase was the largest increase since September 2005.</b>。</p><p>Even excluding volatile food and energy prices, the core CPI rose 6.5% year-on-year in March, higher than the 6.4% increase in February.<b>This is the fastest increase since August 1982.</b></p><p><b>This marks the 22nd consecutive month that the CPI has risen, commodity inflation has actually declined month-on-month, while energy prices have soared.</b></p><p><b>Housing and energy prices are the main drivers of inflation.</b></p><p>The U.S. Bureau of Labor Statistics stated that the biggest factors contributing to rising inflation are food, housing costs, and gasoline. The Russia-Ukraine crisis has also led to a surge in energy prices.</p><p><b>The index tracking gasoline prices surged 18.3% month-on-month in March, accounting for more than half of the total monthly CPI increase and the largest increase since 2009. Energy prices rose 11% month-on-month in March, the largest increase since 2005.</b></p><p><img src=\"https://static.tigerbbs.com/d77ecc2d6b3fb74c944b5189e01dafd7\" tg-width=\"1006\" tg-height=\"628\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The housing index is by far the biggest contributor to inflation growth.</b>Housing inflation rose 5.0% year-on-year in March, up from 4.7% in February.<b>The highest level since May 1991</b>； Rental costs increased by 4.44% year-on-year in March, higher than February's 4.17%.<b>It is the highest level since May 2007.</b></p><p><img src=\"https://static.tigerbbs.com/cb65ddb5326d79f1b64f16a2cb9283d0\" tg-width=\"1018\" tg-height=\"592\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In contrast,<b>The used car and truck price index fell 3.8% in March, marking the second consecutive month of decline.</b></p><p><img src=\"https://static.tigerbbs.com/de8ba274cf4e17afef253fd42d583b38\" tg-width=\"708\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Factors such as airfares, home furnishings, healthcare, and motor vehicle insurance also contribute.</p><p>The cost of services in the United States rose 5.1% year-on-year, the largest increase since 1991.<b>Airline ticket prices rose 10.7% in March compared to the previous month, a record high.</b>After sharp increases in recent months, home furnishing prices rose 1% compared to February, and the furniture price index increased 10.1% compared to the same period last year.<b>It is the highest level since 1975.</b></p><p>According to a Bloomberg survey,<b>Following the Federal Reserve's March meeting, inflation expectations began to decline, with the market expecting the U.S. CPI to rise by 7.6% and 5.7% year-on-year for the remaining two quarters of this year, respectively. According to at least six Wall Street banks, this is the peak of the inflationary wave.</b></p><p>But for the average American,<b>Real average hourly wages declined for the 12th consecutive month.</b>This also confirms a recent NBC poll.<b>62% of Americans say their income cannot keep up with the rising cost of living.</b></p><p>Pressure on the Federal Reserve doubles</p><p>The huge gains also strengthened expectations that the Federal Reserve will rate hike by 50 basis points next month.</p><p>Despite the Federal Reserve's more hawkish policy, inflation is unlikely to fall back to the Fed's 2% target level in the short term. Especially considering the ongoing Russia-Ukraine crisis and the increasing demand for services such as tourism.</p><p>At the same time,<b>The risk of inflation dragging the economy into recession is accumulating.</b>A growing number of economists are predicting a contraction in economic activity, either because consumer spending has fallen due to rising prices or because the Federal Reserve has \"overcorrected\" in its response to inflation.</p><p><b>The market expects U.S. inflation to remain around 6% by the end of this year, which will put pressure on Federal Reserve Chairman Jerome Powell and other officials. The Federal Reserve is expected to raise its rate hike by 50 basis points at its next policy meeting in May, and may hold one or more meetings thereafter while advancing its balance sheet reduction plan.</b></p><p>Biden is also being criticized for failing to control prices, as Americans have to pay for gasoline and various groceries. The White House last month ordered the release of its largest-ever oil reserves to help lower oil prices, but the average gasoline price across the United States remains above $4 a gallon.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US March CPI Data Interpretation: Housing and Energy Prices Are the Main Drivers of Inflation</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\">\nUS March CPI Data Interpretation: Housing and Energy Prices Are the Main Drivers of Inflation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-12 21:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, April 12, the U.S. Bureau of Labor Statistics released data showing that the U.S. CPI rose 8.5% year-on-year in March, accelerating again.<b>It was the fastest growth rate since December 1981.</b>This was 8.4% higher than market expectations and also ahead of the previous value of 7.9%. The year-on-year CPI growth rate has reached or exceeded 5% for eleven consecutive months.</p><p><img src=\"https://static.tigerbbs.com/f302216ecd7571b4ad526fd1215c3ee7\" tg-width=\"1004\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The month-on-month CPI increase continued to widen in March, rising 1.2%, higher than the previous value of 0.8%.<b>The 1.2% month-on-month increase was the largest increase since September 2005.</b>。</p><p>Even excluding volatile food and energy prices, the core CPI rose 6.5% year-on-year in March, higher than the 6.4% increase in February.<b>This is the fastest increase since August 1982.</b></p><p><b>This marks the 22nd consecutive month that the CPI has risen, commodity inflation has actually declined month-on-month, while energy prices have soared.</b></p><p><b>Housing and energy prices are the main drivers of inflation.</b></p><p>The U.S. Bureau of Labor Statistics stated that the biggest factors contributing to rising inflation are food, housing costs, and gasoline. The Russia-Ukraine crisis has also led to a surge in energy prices.</p><p><b>The index tracking gasoline prices surged 18.3% month-on-month in March, accounting for more than half of the total monthly CPI increase and the largest increase since 2009. Energy prices rose 11% month-on-month in March, the largest increase since 2005.</b></p><p><img src=\"https://static.tigerbbs.com/d77ecc2d6b3fb74c944b5189e01dafd7\" tg-width=\"1006\" tg-height=\"628\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>The housing index is by far the biggest contributor to inflation growth.</b>Housing inflation rose 5.0% year-on-year in March, up from 4.7% in February.<b>The highest level since May 1991</b>； Rental costs increased by 4.44% year-on-year in March, higher than February's 4.17%.<b>It is the highest level since May 2007.</b></p><p><img src=\"https://static.tigerbbs.com/cb65ddb5326d79f1b64f16a2cb9283d0\" tg-width=\"1018\" tg-height=\"592\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In contrast,<b>The used car and truck price index fell 3.8% in March, marking the second consecutive month of decline.</b></p><p><img src=\"https://static.tigerbbs.com/de8ba274cf4e17afef253fd42d583b38\" tg-width=\"708\" tg-height=\"462\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Factors such as airfares, home furnishings, healthcare, and motor vehicle insurance also contribute.</p><p>The cost of services in the United States rose 5.1% year-on-year, the largest increase since 1991.<b>Airline ticket prices rose 10.7% in March compared to the previous month, a record high.</b>After sharp increases in recent months, home furnishing prices rose 1% compared to February, and the furniture price index increased 10.1% compared to the same period last year.<b>It is the highest level since 1975.</b></p><p>According to a Bloomberg survey,<b>Following the Federal Reserve's March meeting, inflation expectations began to decline, with the market expecting the U.S. CPI to rise by 7.6% and 5.7% year-on-year for the remaining two quarters of this year, respectively. According to at least six Wall Street banks, this is the peak of the inflationary wave.</b></p><p>But for the average American,<b>Real average hourly wages declined for the 12th consecutive month.</b>This also confirms a recent NBC poll.<b>62% of Americans say their income cannot keep up with the rising cost of living.</b></p><p>Pressure on the Federal Reserve doubles</p><p>The huge gains also strengthened expectations that the Federal Reserve will rate hike by 50 basis points next month.</p><p>Despite the Federal Reserve's more hawkish policy, inflation is unlikely to fall back to the Fed's 2% target level in the short term. Especially considering the ongoing Russia-Ukraine crisis and the increasing demand for services such as tourism.</p><p>At the same time,<b>The risk of inflation dragging the economy into recession is accumulating.</b>A growing number of economists are predicting a contraction in economic activity, either because consumer spending has fallen due to rising prices or because the Federal Reserve has \"overcorrected\" in its response to inflation.</p><p><b>The market expects U.S. inflation to remain around 6% by the end of this year, which will put pressure on Federal Reserve Chairman Jerome Powell and other officials. The Federal Reserve is expected to raise its rate hike by 50 basis points at its next policy meeting in May, and may hold one or more meetings thereafter while advancing its balance sheet reduction plan.</b></p><p>Biden is also being criticized for failing to control prices, as Americans have to pay for gasoline and various groceries. The White House last month ordered the release of its largest-ever oil reserves to help lower oil prices, but the average gasoline price across the United States remains above $4 a gallon.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656729\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3656729","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1136448500","content_text":"4月12日周二，美国劳工统计局公布数据显示，美国3月CPI同比增8.5%，增速再次加快，为1981年12月来的最快增速，高于市场的预期8.4%，也超前值的7.9%。CPI同比增速连续十一个月达到或高于5%。3月CPI环比涨幅继续扩大，增长1.2%，高于前值0.8%，1.2%的环比涨幅是自2005年9月以来的最大涨幅。即使剔除波动较大的食品和能源价格，3月份核心CPI较去年同期上涨了6.5%，涨幅高于2月份的6.4%，是自1982年8月以来的最快涨幅。这已经是CPI连续第22个月上涨，商品通胀实际上环比下降，而能源价格飙升。住房和能源价格是通胀的主要助推因素美国劳工统计局称，助推通胀上升的最大因素是食品、住房成本和汽油。俄乌危机也导致能源价格飙升。追踪汽油价格的指数在3月份环比飙升18.3%，占CPI月度总涨幅的一半以上，为2009年以来最大涨幅。3月份能源价格环比上涨11%，为2005年以来最大涨幅。住房指数是迄今为止助推通胀增长的最大因素。3月住房通胀同比增长5.0%，高于2月的4.7%，为1991年5月以来的最高水平；3月租金成本同比增长4.44%，高于2月的4.17%，为2007年5月以来的最高水平。相比之下，二手车和卡车价格指数在3月下跌3.8%，为连续第二个月下降。机票、家庭家具、医疗保健和机动车辆保险等因素也有助力。美国服务成本较去年同期增长5.1%，为1991年以来最大涨幅。3月份航空公司票价较上月上涨10.7%，创历史新高。在近几个月大幅上涨之后，家居用品的价格较2月份上涨了1%，家具价格指数较去年同期增长10.1%，为1975年以来的最高水平。根据彭博的一项调查，在美联储3月的会议之后，通胀预期开始下降，市场预计美国今年剩余两个季度的CPI同比涨幅分别为7.6%和5.7%。根据至少 6家华尔街银行的说法，这是通胀浪潮的顶峰。但对于普通美国人来说，实际平均时薪连续第12个月下降。这也证实了NBC最近的民意调查，62%的美国人表示他们的收入无法跟上不断上涨的生活成本。美联储压力倍增巨大涨幅也增强了美联储将在下个月加息50个基点的预期。尽管美联储正在采取更鹰派的政策，但通胀不太可能在短期内回落到美联储2%的目标水平。尤其是考虑到俄乌危机持续，以及对旅游等服务的需求增加。与此同时，通胀将经济拖入衰退的风险正在累积。越来越多的经济学家一致预测，经济活动将出现萎缩，要么是因为消费者支出因价格上涨而下降，要么是因为美联储在应对通胀时“矫枉过正”。市场预计今年年底美国通胀率仍将维持在6%左右，这将给美联储主席鲍威尔和其他官员们带来压力。预计美联储将在5月的下次政策会议上一次加息50个基点，之后可能还会举行一次或多次会议，同时推进缩减资产负债表的计划。拜登也正因未能控制住物价而受到批评，因为美国民众要为汽油和各种杂货买单。白宫上个月下令释放有史以来最大的石油储备，以帮助降低油价，但美国全国范围内的平均汽油价格仍在每加仑4美元以上。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014406846,"gmtCreate":1649690014916,"gmtModify":1676534551917,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014406846","repostId":"2226687870","repostType":4,"repost":{"id":"2226687870","kind":"highlight","pubTimestamp":1649689202,"share":"https://ttm.financial/m/news/2226687870?lang=en_US&edition=fundamental","pubTime":"2022-04-11 23:00","market":"us","language":"zh","title":"The market is forming a consensus: the risk of recession in the United States is increasing","url":"https://stock-news.laohu8.com/highlight/detail?id=2226687870","media":"华尔街见闻","summary":"经济学家们认为，随着美国经济持续过热，通胀率不断攀升，美联储可能会采取更严厉的应对措施，美国经济衰退的风险越来越大。《华尔街日报》本月对65位商业、学术和金融预测人士展开访问调查，受访的经济学家认为，","content":"<p><html><head></head><body>Economists believe that as the U.S. economy continues to overheat and inflation continues to rise, the Federal Reserve may take tougher measures, increasing the risk of a U.S. economic recession.</p><p>The Wall Street Journal surveyed 65 business, academic, and financial forecasters this month, and the economists interviewed believed that...<b>The probability of the U.S. economy falling into recession within the next 12 months is 28%, up from 18% in January and 13% a year ago.</b></p><p>Joe Brusuelas, chief economist at RSM US LLP, pointed out:</p><p>As the Federal Reserve gradually raises interest rates to combat high inflation, a series of supply shocks are coming one after another, and the risk of a U.S. economic recession continues to rise.<h2>Catch-up rate hike may trigger a recession</h2>The survey shows that economists have significantly lowered their economic growth forecasts for this year. On average, it expects inflation-adjusted GDP to grow by 2.6% year-on-year for the full year of 2022, a 1% reduction from its forecast six months ago.</p><p>The U.S. CPI rose 7.9% year-on-year in February, with high inflation increasing the risk of an economic downturn. On the other hand, the Federal Reserve is taking active measures to cool inflation without leading to reduced spending and rising unemployment.</p><p>The latest recession probability is slightly lower than the peak of 34.8% in September 2019, when economic growth slowed due to the Federal Reserve's rate hike the previous year, and the previous month, the Fed initiated its first interest rate cut since 2008.</p><p>Furthermore, the probability of a recession predicted by economists reached the same level in August 2007, after which a recession did indeed arrive. But when it reached a similar level in August 2011, the economy continued to grow.</p><p>Last month, the Federal Reserve began its rate hike cycle, raising interest rates by 25 basis points and expecting to raise rates six more times before the end of the year, arguably the most aggressive move in nearly 15 years.<b>About 84% of economists surveyed expect the Federal Reserve to rate hike 50 basis points in early May, and more than 57% expect to see multiple 50-basis-point rate hike before the end of the year.</b></p><p><b>The median forecast from economists indicates that the Federal Reserve will adjust interest rates to 2.125% by the end of 2022, and then to 2.875% by the end of next year.</b></p><p>In addition to catch-up rate hike, economists also expect inflation to remain high, with an average inflation rate of 7.5% expected in June 2022 and falling to 5.5% by December. Respondents estimate that inflation will fall to 2.9% by the end of 2023, not far from the Federal Reserve's 2% target.</p><p>High inflation is a major risk to economic growth, weakening spending power and consumer confidence, and prompting the Federal Reserve to tighten monetary policy. Economists disagree on the factors driving up inflation. One-third of respondents mentioned commodity, food, and natural gas prices, while 15% attributed it to the Russia-Ukraine conflict.</p><p>Amy Crews Cutts, an economist at AC Cutts & Associates LLC, predicts that inflation will be higher and more persistent, primarily driven by commodity prices, which have been further exacerbated by the conflict in Ukraine.</p><p>Cutts is more pessimistic, believing that:</p><p>Although monetary policy has little effect on commodity prices, rising overall inflation levels force the Federal Reserve to take action, and it is politically impossible not to fight against it. The Federal Reserve's actions to curb inflation will soon lead to a recession.<b>There is a 70% chance of an economic recession in the next 12 months.</b><h2>Wage growth may become the biggest threat to inflation.</h2><b>27% of respondents believe that wage growth or a tight labor market are the biggest threats to inflation.</b></p><p>Philip Marey, senior strategist at Rabobank, said:</p><p>The Ukraine crisis will boost inflation again in the short term, and the already initiated wage-price spiral will pose a more lasting threat to inflation. In this upward spiral, workers receive higher wages to pay for rising prices, and these higher wages prompt businesses to raise prices further.<b>Since the United States is already in an upward spiral, the Federal Reserve will have to raise interest rates to break the inflationary spiral, which is enough to trigger an economic recession.</b>Robert Fry, an analyst at Robert Fry Economics LLC, believes the probability of an economic contraction over the next 12 months is only 15%.<b>However, this probability will far exceed 50% within the next two years, and a three-quarter recession is currently expected to begin in the last quarter of 2023.</b></p><p>Robert Fry Point out:</p><p><b>The key problem lies in the excess demand caused by last year's fiscal and monetary policies, and the longer it takes for inflation to be brought under control, the more severe the recession will be.</b>Despite a growing consensus that the risk of an economic recession is rising, most economists (63%) still believe that the Federal Reserve can control inflation and achieve a “soft landing” without triggering a recession. Many economists say the U.S. economy is fully capable of withstanding monetary tightening, given the near-record low unemployment rate, steadily rising incomes, and relatively low consumer debt levels.</p><p>Leo Feler, a senior economist at the University of California, Anderson School of Management, believes that there is still a lot of pent-up demand and motivation.<b>Higher interest rates could reduce economic growth this year from 4-5% to around 2-3%, slowing economic growth significantly, but a recession seems unlikely.</b></p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The market is forming a consensus: the risk of recession in the United States is increasing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe market is forming a consensus: the risk of recession in the United States is increasing\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-11 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Economists believe that as the U.S. economy continues to overheat and inflation continues to rise, the Federal Reserve may take tougher measures, increasing the risk of a U.S. economic recession.</p><p>The Wall Street Journal surveyed 65 business, academic, and financial forecasters this month, and the economists interviewed believed that...<b>The probability of the U.S. economy falling into recession within the next 12 months is 28%, up from 18% in January and 13% a year ago.</b></p><p>Joe Brusuelas, chief economist at RSM US LLP, pointed out:</p><p>As the Federal Reserve gradually raises interest rates to combat high inflation, a series of supply shocks are coming one after another, and the risk of a U.S. economic recession continues to rise.<h2>Catch-up rate hike may trigger a recession</h2>The survey shows that economists have significantly lowered their economic growth forecasts for this year. On average, it expects inflation-adjusted GDP to grow by 2.6% year-on-year for the full year of 2022, a 1% reduction from its forecast six months ago.</p><p>The U.S. CPI rose 7.9% year-on-year in February, with high inflation increasing the risk of an economic downturn. On the other hand, the Federal Reserve is taking active measures to cool inflation without leading to reduced spending and rising unemployment.</p><p>The latest recession probability is slightly lower than the peak of 34.8% in September 2019, when economic growth slowed due to the Federal Reserve's rate hike the previous year, and the previous month, the Fed initiated its first interest rate cut since 2008.</p><p>Furthermore, the probability of a recession predicted by economists reached the same level in August 2007, after which a recession did indeed arrive. But when it reached a similar level in August 2011, the economy continued to grow.</p><p>Last month, the Federal Reserve began its rate hike cycle, raising interest rates by 25 basis points and expecting to raise rates six more times before the end of the year, arguably the most aggressive move in nearly 15 years.<b>About 84% of economists surveyed expect the Federal Reserve to rate hike 50 basis points in early May, and more than 57% expect to see multiple 50-basis-point rate hike before the end of the year.</b></p><p><b>The median forecast from economists indicates that the Federal Reserve will adjust interest rates to 2.125% by the end of 2022, and then to 2.875% by the end of next year.</b></p><p>In addition to catch-up rate hike, economists also expect inflation to remain high, with an average inflation rate of 7.5% expected in June 2022 and falling to 5.5% by December. Respondents estimate that inflation will fall to 2.9% by the end of 2023, not far from the Federal Reserve's 2% target.</p><p>High inflation is a major risk to economic growth, weakening spending power and consumer confidence, and prompting the Federal Reserve to tighten monetary policy. Economists disagree on the factors driving up inflation. One-third of respondents mentioned commodity, food, and natural gas prices, while 15% attributed it to the Russia-Ukraine conflict.</p><p>Amy Crews Cutts, an economist at AC Cutts & Associates LLC, predicts that inflation will be higher and more persistent, primarily driven by commodity prices, which have been further exacerbated by the conflict in Ukraine.</p><p>Cutts is more pessimistic, believing that:</p><p>Although monetary policy has little effect on commodity prices, rising overall inflation levels force the Federal Reserve to take action, and it is politically impossible not to fight against it. The Federal Reserve's actions to curb inflation will soon lead to a recession.<b>There is a 70% chance of an economic recession in the next 12 months.</b><h2>Wage growth may become the biggest threat to inflation.</h2><b>27% of respondents believe that wage growth or a tight labor market are the biggest threats to inflation.</b></p><p>Philip Marey, senior strategist at Rabobank, said:</p><p>The Ukraine crisis will boost inflation again in the short term, and the already initiated wage-price spiral will pose a more lasting threat to inflation. In this upward spiral, workers receive higher wages to pay for rising prices, and these higher wages prompt businesses to raise prices further.<b>Since the United States is already in an upward spiral, the Federal Reserve will have to raise interest rates to break the inflationary spiral, which is enough to trigger an economic recession.</b>Robert Fry, an analyst at Robert Fry Economics LLC, believes the probability of an economic contraction over the next 12 months is only 15%.<b>However, this probability will far exceed 50% within the next two years, and a three-quarter recession is currently expected to begin in the last quarter of 2023.</b></p><p>Robert Fry Point out:</p><p><b>The key problem lies in the excess demand caused by last year's fiscal and monetary policies, and the longer it takes for inflation to be brought under control, the more severe the recession will be.</b>Despite a growing consensus that the risk of an economic recession is rising, most economists (63%) still believe that the Federal Reserve can control inflation and achieve a “soft landing” without triggering a recession. Many economists say the U.S. economy is fully capable of withstanding monetary tightening, given the near-record low unemployment rate, steadily rising incomes, and relatively low consumer debt levels.</p><p>Leo Feler, a senior economist at the University of California, Anderson School of Management, believes that there is still a lot of pent-up demand and motivation.<b>Higher interest rates could reduce economic growth this year from 4-5% to around 2-3%, slowing economic growth significantly, but a recession seems unlikely.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3656599\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","DOG":"道指ETF-ProShares做空","SPXU":"三倍做空标普500ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","SPY":"标普500ETF","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","BK4559":"巴菲特持仓","SSO":"2倍做多标普500ETF-ProShares","BK4504":"桥水持仓","BK4550":"红杉资本持仓","SH":"做空标普500-Proshares","OEF":"标普100指数ETF-iShares","OEX":"标普100","DJX":"1/100道琼斯","QQQ":"纳指100ETF","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3656599","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226687870","content_text":"经济学家们认为，随着美国经济持续过热，通胀率不断攀升，美联储可能会采取更严厉的应对措施，美国经济衰退的风险越来越大。《华尔街日报》本月对65位商业、学术和金融预测人士展开访问调查，受访的经济学家认为，未来12个月内美国经济陷入衰退的概率为28%，高于1月份的18%和一年前的13%。RSM US LLP首席经济学家Joe Brusuelas指出：随着美联储逐渐提高利率以应对高通胀，一系列供应冲击也正接踵而来，美国经济衰退的风险持续上升。追赶式加息或将引发衰退调查显示，经济学家大幅下调了对今年的经济增长预期。平均而言，其预计2022年全年经通胀调整后的GDP将同比增长2.6%，较半年前的预测值下调1%。美国2月CPI同比上升7.9%，高企的通胀率加大了经济下滑风险，另一方面美联储正积极采取行动，试图在不会导致支出减少和失业率上升的情况下为通胀降温。最新的衰退概率略低于2019年9月的峰值34.8%，当时由于美联储前一年的加息，经济增长放缓，并且在前一个月，美联储启动了自2008年以来的首次降息。此外，经济学家预测的衰退概率在2007年8月达到了同样的水平，之后衰退确实到来。但当2011年8月达到类似水平时，经济持续增长。上个月，美联储开启加息周期，将利率上调25个基点，并预计年底前将再上调六次利率，堪称近15年来最激进的步伐。约84%的受访经济学家预计，美联储将在5月初加息50个基点，超过57%的人预计年底前将看到了多次加息50个基点。经济学家预测中值显示，美联储将在2022年底前将利率调整至2.125%，然后在明年年底前调整至2.875%。除了追赶式加息外，经济学家还预计通胀率将保持在高位，预计2022年6月的平均通胀率为7.5%，到12月通胀率将降至5.5%。受访者估计，到2023年底通胀将回落至2.9%，与美联储2%的目标相差不远。高通胀是经济增长的主要风险，削弱了消费能力和消费者信心，并促使美联储收紧货币政策。经济学家们对推高通胀的因素意见不一。三分之一的人提到了商品、食品和天然气价格，15%的人则认为是俄乌冲突。AC Cutts & Associates LLC经济学家Amy Crews Cutts预计，通货膨胀将更高、更持久，主要驱动因素为大宗商品价格，乌克兰冲突进一步加剧了通胀。Cutts较为悲观，其认为：尽管货币政策对大宗商品价格几乎没有影响，但总体通胀水平走高迫使美联储采取行动，不与之抗争在政治上是不可能的。而美联储抑制通胀的行动将很快导致衰退，未来12个月经济衰退的可能性为70%。工资增长或成最大的通胀威胁27%的受访者认为工资增长或劳动力市场紧张是最大的通胀威胁。荷兰合作银行高级策略师Philip Marey说：乌克兰危机将在短期内再次提振通胀，已开始的工资-价格螺旋上升将对通胀构成了更持久的威胁。在这种螺旋式上升中，工人们获得了更高的工资，以支付不断上涨的物价，而更高的工资促使企业进一步提高价格。由于美国已经处于螺旋式上升通道，美联储将不得不提高利率，从而打破通胀螺旋，这足以引发经济衰退。Robert Fry Economics LLC分析师Robert Fry认为，未来12个月经济收缩的可能性仅为15%，但在未来两年内，这一可能性将远远超过50%，目前预计2023年最后一个季度将开始为期三个季度的衰退。Robert Fry指出：关键问题在于去年的财政和货币政策导致的需求过剩，而通胀得到控制所需的时间越长，衰退就越严重。尽管经济衰退的风险不断上升的共识正在形成，但大多数经济学家（63%）仍然认为，美联储能够在不引发衰退的情况下控制通胀，实现“软着陆”。许多经济学家表示，鉴于失业率接近历史新低、收入稳步上升以及消费者债务水平相对较低，美国经济完全有能力承受货币紧缩。加利福尼亚大学安德森管理学院高级经济学家Leo Feler认为，当前仍有许多被压抑的需求和动力。更高的利率可能会使今年的经济增长率从4-5%下降到2-3%左右，经济增长将显著放缓，但似乎不太可能出现衰退。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UPRO":0.6,"TQQQ":0.6,"PSQ":0.6,"NQmain":0.6,".SPX":0.6,"QQQ":0.6,"SDS":0.6,"SPY":0.9,".DJI":0.9,".IXIC":0.9,"IVV":0.6,"DOG":0.6,"QLD":0.6,"SH":0.6,"DDM":0.6,"MNQmain":0.6,"SSO":0.6,"OEF":0.6,"QID":0.6,"DJX":0.6,"OEX":0.6,"SPXU":0.6,"ESmain":0.6,"SDOW":0.6,"UDOW":0.6,"SQQQ":0.6,"DXD":0.6}},"isVote":1,"tweetType":1,"viewCount":2376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014408875,"gmtCreate":1649689943571,"gmtModify":1676534551894,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👏","listText":"👍👍👏","text":"👍👍👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014408875","repostId":"2226684954","repostType":4,"isVote":1,"tweetType":1,"viewCount":1720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015318570,"gmtCreate":1649426379235,"gmtModify":1676534510054,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015318570","repostId":"1119254166","repostType":4,"repost":{"id":"1119254166","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":1649424613,"share":"https://ttm.financial/m/news/1119254166?lang=en_US&edition=fundamental","pubTime":"2022-04-08 21:30","market":"us","language":"zh","title":"Opening | US stocks opened mixed, with Zhihu rising nearly 5%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119254166","media":"老虎资讯综合","summary":"4月8日，美股开盘涨跌不一，道琼斯指数开盘上涨29.90点，涨幅0.09%，报34613.47点；标普500指数开盘下跌5.31点，跌幅0.12%，报4494.90点；纳斯达克综合指数开盘下跌65.0","content":"<p><html><head></head><body>On April 8, U.S. stocks opened mixed, with the Dow Jones Industrial Average rising 29.90 points, or 0.09%, to 34,613.47. The S&P 500 opened down 5.31 points, or 0.12%, at 4,494.90. The Nasdaq Composite Index opened down 65.01 points, or 0.47%, at 13,832.29.</p><p><img src=\"https://static.tigerbbs.com/6c8a5530d15ef40ad6aba90cee0a0c87\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>The company rose nearly 5% after passing the listing hearing on the Hong Kong Stock Exchange.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The company fell more than 2% after receiving a notification from Nasdaq that it did not comply with Nasdaq's continued listing rules.</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>Opening | US stocks opened mixed, with Zhihu rising nearly 5%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | US stocks opened mixed, with Zhihu rising nearly 5%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-08 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 8, U.S. stocks opened mixed, with the Dow Jones Industrial Average rising 29.90 points, or 0.09%, to 34,613.47. The S&P 500 opened down 5.31 points, or 0.12%, at 4,494.90. The Nasdaq Composite Index opened down 65.01 points, or 0.47%, at 13,832.29.</p><p><img src=\"https://static.tigerbbs.com/6c8a5530d15ef40ad6aba90cee0a0c87\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>The company rose nearly 5% after passing the listing hearing on the Hong Kong Stock Exchange.</p><p><a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>The company fell more than 2% after receiving a notification from Nasdaq that it did not comply with Nasdaq's continued listing rules.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"BK4509":"腾讯概念","BK4539":"次新股",".IXIC":"NASDAQ Composite","BK4077":"互动媒体与服务","02390":"知乎-W",".SPX":"S&P 500 Index","ZH":"知乎",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119254166","content_text":"4月8日，美股开盘涨跌不一，道琼斯指数开盘上涨29.90点，涨幅0.09%，报34613.47点；标普500指数开盘下跌5.31点，跌幅0.12%，报4494.90点；纳斯达克综合指数开盘下跌65.01点，跌幅0.47%，报13832.29点。知乎涨近5%，公司通过港交所上市聆讯。法拉第未来跌超2%，此前公司收到纳斯达克通知，称其不符合纳斯达克继续上市规则。","news_type":1,"symbols_score_info":{"FFIE":0.9,"02390":0,".DJI":0.9,".IXIC":0.9,"ZH":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013215026,"gmtCreate":1648734468153,"gmtModify":1676534387943,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"C👍👍👍","listText":"C👍👍👍","text":"C👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013215026","repostId":"1175916518","repostType":4,"repost":{"id":"1175916518","kind":"news","pubTimestamp":1648734408,"share":"https://ttm.financial/m/news/1175916518?lang=en_US&edition=fundamental","pubTime":"2022-03-31 21:46","market":"us","language":"zh","title":"Faraday Future's stock price plummeted at the opening, and several managers were summoned by the SEC.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175916518","media":"新浪科技","summary":"一次内部调查发现，公司向投资者发布了一些不准确的声明。","content":"<p><html><head></head><body>On Thursday, Faraday Future, the electric vehicle company founded by Jia Yueting, fell more than 10% after the market opened. Market news: Faraday Future is fully cooperating with the U.S. Securities and Exchange Commission's investigation and has received notices and subpoenas from SEC staff.</p><p><img src=\"https://static.tigerbbs.com/ee4d0b3c939e0ca64dd9d2d9ead17994\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future stated in February of this year that an internal investigation found that the company had made some inaccurate statements to investors. In response, Faraday Future cut the base salaries of CEO Carsten Breitfield and founder Jia Yueting and required them to report to the newly appointed executive chairwoman of the board, Susan Swenson.</p><p>However, at the same time, this investigation also refuted a short seller's claim that Faraday Future is a \"new electric vehicle scam\". Faraday Future's special commissioner in charge of the investigation stated that no evidence was found in the investigation regarding these claims.</p><p>Today, Faraday Future also stated that due to delays caused by internal investigations, the company will miss the deadline for submitting its 2021 annual report. Last November, Faraday Future postponed submitting its quarterly report.</p><p>Faraday Future also stated that it expects its operating loss to increase to approximately $186 million in the quarter ending September 30, 2021, compared to an operating loss of $18 million in the same period of the previous year. Faraday Future stated that this was mainly due to increased expenses related to the commissioning of its Hanford, California plant.</p><p></body></html></p>","source":"sina_tech","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>Faraday Future's stock price plummeted at the opening, and several managers were summoned by the SEC.</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\">\nFaraday Future's stock price plummeted at the opening, and several managers were summoned by the SEC.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-03-31 21:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Thursday, Faraday Future, the electric vehicle company founded by Jia Yueting, fell more than 10% after the market opened. Market news: Faraday Future is fully cooperating with the U.S. Securities and Exchange Commission's investigation and has received notices and subpoenas from SEC staff.</p><p><img src=\"https://static.tigerbbs.com/ee4d0b3c939e0ca64dd9d2d9ead17994\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Faraday Future stated in February of this year that an internal investigation found that the company had made some inaccurate statements to investors. In response, Faraday Future cut the base salaries of CEO Carsten Breitfield and founder Jia Yueting and required them to report to the newly appointed executive chairwoman of the board, Susan Swenson.</p><p>However, at the same time, this investigation also refuted a short seller's claim that Faraday Future is a \"new electric vehicle scam\". Faraday Future's special commissioner in charge of the investigation stated that no evidence was found in the investigation regarding these claims.</p><p>Today, Faraday Future also stated that due to delays caused by internal investigations, the company will miss the deadline for submitting its 2021 annual report. Last November, Faraday Future postponed submitting its quarterly report.</p><p>Faraday Future also stated that it expects its operating loss to increase to approximately $186 million in the quarter ending September 30, 2021, compared to an operating loss of $18 million in the same period of the previous year. Faraday Future stated that this was mainly due to increased expenses related to the commissioning of its Hanford, California plant.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/2022-03-31/doc-imcwiwss9241173.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2022-03-31/doc-imcwiwss9241173.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175916518","content_text":"周四，贾跃亭创办的电动汽车公司法拉第未来（Faraday Future）开盘后跌超10%。市场消息：法拉第未来正全力配合美国证券交易委员会的调查，已收到美国证券交易委员会工作人员的通知和传票。法拉第未来今年2月曾表示，一次内部调查发现，公司向投资者发布了一些不准确的声明。为此，法拉第未来削减了公司CEO卡斯滕·布莱特菲尔德（Carsten Breitfield）和创始人贾跃亭的基本工资，并要求他们向新任命的董事会执行主席苏珊·斯文森（Susan Swenson）汇报工作。但与此同时，这次调查也驳斥了一家卖空者的说法，即法拉第未来是“新的电动汽车骗局”。法拉第未来负责这次调查的特别委员称，对于这些说法 ，在调查中没有发现相关证据。今日，法拉第未来还表示，由于内部调查造成的延误，该公司将错过提交2021年年报的最后期限。去年11月，法拉第未来曾推迟提交季度报告。法拉第未来还表示，在截至2021年9月30日的季度内，预计运营亏损将增至约1.86亿美元，而前一年同期运营亏损1800万美元。法拉第未来表示，这主要是由于加州汉福德工厂投产相关的支出增加所致。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9085959961,"gmtCreate":1650637018651,"gmtModify":1676534768254,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085959961","repostId":"1189476229","repostType":4,"repost":{"id":"1189476229","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":1650634254,"share":"https://ttm.financial/m/news/1189476229?lang=en_US&edition=fundamental","pubTime":"2022-04-22 21:30","market":"us","language":"zh","title":"Opening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189476229","media":"老虎资讯综合","summary":"美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。","content":"<p><html><head></head><body>On Friday, April 22, the Dow Jones Industrial Average opened down 220.44 points, or 0.63%, at 34,572.32. The S&P 500 opened down 14.01 points, or 0.32%, at 4379.65. The Nasdaq Composite Index opened up 10.80 points, or 0.08%, at 13,185.46. On the news front, U.S. Treasury Bond yields continued their upward trend as investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish comments.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 4%. In terms of news, JD.com announced on Thursday that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Alibaba rose more than 3%, while Alibaba and Li Auto rose more than 2%.</p><p>Chinese concept education stocks rallied, with Gaotu up over 8%, TAL Education Group up 5.7%, Youdao up 5%, Zhangmen Education up nearly 4%, and New Oriental up 3%.</p><p>Daquan New Energy rose more than 4%, with first-quarter revenue of $1.2803 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Zhihu officially listed on the Hong Kong Stock Exchange today, falling more than 3% on its first day of trading.</p><p>Fashion and fast-moving consumer goods brand Gap fell more than 19% after announcing that Nancy Green, CEO of its subsidiary Old Navy, would leave the company this weekend and expected first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company fell 1.2% after reporting adjusted earnings before interest and taxes (EBIT) of €1.677 billion in the first quarter, compared to market expectations of €1.74 billion.</p><p>Autoliv fell more than 7%, with first-quarter revenue of $2.12 billion, below market expectations of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, reporting a net profit attributable to common shareholders of the parent company of $366 million for the first fiscal quarter of 2022, a year-on-year decrease of 14.24%.</p><p>Newmont Mining fell more than 8% after first-quarter earnings fell short of expectations as declining gold production offset the impact of rising prices.</p><p>Verizon fell more than 5% after the company lowered its 2022 service and other revenue guidance.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal year 2022.</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>Opening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.</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\">\nOpening | Dow Jones Industrial Average fell 200 points, while Chinese concept stocks rose more than 4%.\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\">2022-04-22 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, April 22, the Dow Jones Industrial Average opened down 220.44 points, or 0.63%, at 34,572.32. The S&P 500 opened down 14.01 points, or 0.32%, at 4379.65. The Nasdaq Composite Index opened up 10.80 points, or 0.08%, at 13,185.46. On the news front, U.S. Treasury Bond yields continued their upward trend as investors continued to weigh Federal Reserve Chairman Jerome Powell's hawkish comments.</p><p><img src=\"https://static.tigerbbs.com/396885fb095ea4f4d126609abbd5b31a\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/JD\">JD.com</a>It rose more than 4%. In terms of news, JD.com announced on Thursday that its board of directors is considering declaring and paying special cash Dividend, and is expected to pass a board resolution to declare a Dividend around May 4, 2022 (Hong Kong time).</p><p><img src=\"https://static.tigerbbs.com/61b57c4bfd12b39948e73f991af2b050\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Alibaba rose more than 3%, while Alibaba and Li Auto rose more than 2%.</p><p>Chinese concept education stocks rallied, with Gaotu up over 8%, TAL Education Group up 5.7%, Youdao up 5%, Zhangmen Education up nearly 4%, and New Oriental up 3%.</p><p>Daquan New Energy rose more than 4%, with first-quarter revenue of $1.2803 billion, compared with $256.1 million in the same period last year, a year-on-year increase of 400%.</p><p><a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Zhihu officially listed on the Hong Kong Stock Exchange today, falling more than 3% on its first day of trading.</p><p>Fashion and fast-moving consumer goods brand Gap fell more than 19% after announcing that Nancy Green, CEO of its subsidiary Old Navy, would leave the company this weekend and expected first-quarter sales to decline more than initially expected.</p><p><a href=\"https://laohu8.com/S/SAP\">juice is</a>The company fell 1.2% after reporting adjusted earnings before interest and taxes (EBIT) of €1.677 billion in the first quarter, compared to market expectations of €1.74 billion.</p><p>Autoliv fell more than 7%, with first-quarter revenue of $2.12 billion, below market expectations of $2.17 billion.</p><p>Intuitive Surgery fell 7.4%, reporting a net profit attributable to common shareholders of the parent company of $366 million for the first fiscal quarter of 2022, a year-on-year decrease of 14.24%.</p><p>Newmont Mining fell more than 8% after first-quarter earnings fell short of expectations as declining gold production offset the impact of rising prices.</p><p>Verizon fell more than 5% after the company lowered its 2022 service and other revenue guidance.</p><p>Cliff Natural Resources rose more than 10% after the company reported better-than-expected first-quarter adjusted earnings per share and sales results and raised its average selling price guidance for fiscal year 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189476229","content_text":"4月22日（周五），道琼斯指数开盘下跌220.44点，跌幅0.63%，报34572.32点；标普500指数开盘下跌14.01点，跌幅0.32%，报4379.65点；纳斯达克综合指数开盘上涨10.80点，涨幅0.08%，报13185.46点。消息面上，美国国债收益率延续涨势，投资者继续权衡美联储主席杰罗姆鲍威尔的鹰派言论。京东涨超4%。消息面上，京东周四宣布，公司董事会正在考虑宣布和支付现金特别股息，预计将于2022年5月4日（香港时间）左右通过董事会决议宣布股息。拼多多涨超3%，阿里巴巴、理想汽车涨超2%。中概教育股走强，高途涨超8%，好未来涨5.7%，有道涨5%，掌门教育涨近4%，新东方涨3%。大全新能源涨超4%，一季度营收12.803亿美元，上年同期2.561亿美元，同比涨幅达400%。知乎跌超3%，知乎今日正式登陆港交所，首日收盘跌超23%。时尚快消品牌盖璞跌超19%，此前宣布子品牌Old Navy的CEO南希·格林将于本周末离职，并预计第一季度销售下降幅度将超过最初的预期。SAP SE跌1.2%，公司第一季度调整后息税前利润（EBIT）为16.77亿欧元，市场预期为17.40亿欧元。奥托立夫跌超7%，一季度营收21.2亿美元，低于21.7亿美元的市场预期。直觉外科公司跌7.4%，2022财年第一财季归属于母公司普通股股东净利润为3.66亿美元，同比下降14.24%。纽蒙特矿业跌超8%，第一季度收益低于预期，因黄金产量下降抵消了价格上涨的影响。威瑞森跌超5%，公司降低了其2022年的服务和其他收入指引。克里夫天然资源公司涨超10%，此前该公司公布了好于预期的第一季度调整后每股收益和销售业绩，并上调了2022财年平均售价指引。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032638188,"gmtCreate":1647351311364,"gmtModify":1676534219263,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032638188","repostId":"1156981216","repostType":4,"repost":{"id":"1156981216","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":1647351113,"share":"https://ttm.financial/m/news/1156981216?lang=en_US&edition=fundamental","pubTime":"2022-03-15 21:31","market":"us","language":"zh","title":"Opening | All three major indices opened higher, with airline stocks surging.","url":"https://stock-news.laohu8.com/highlight/detail?id=1156981216","media":"老虎资讯综合","summary":"3月15日（周二），美股三大指数集体高开，道指涨0.58%，纳指涨0.83%，标普500指数涨0.62%。石油股、黄金股普跌，西方石油、卡隆石油跌逾5%，哈莫尼黄金跌超5%，赫克拉矿业跌超3%。美股航","content":"<p><html><head></head><body>On Tuesday, March 15, the three major U.S. stock indexes opened higher, with the Dow Jones Industrial Average up 0.58%, the Nasdaq Composite up 0.83%, and the S&P 500 up 0.62%.</p><p><img src=\"https://static.tigerbbs.com/103591890b2d659fd1815c6d0a73f3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Oil and gold stocks generally fell.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>It fell more than 5%.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>It fell more than 5%.<a href=\"https://laohu8.com/S/HL\">Hekla Mining</a>It fell by more than 3%.</p><p>US airline stocks surged.<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Up more than 9%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>、<a href=\"https://laohu8.com/S/LUV\">Southwest airlines</a>It rose by more than 8%. Several airlines expect revenue to be at the upper edge of their previous guidance range or several percentage points higher.</p><p>Stocks related to the fight against the pandemic rallied.<a href=\"https://laohu8.com/S/MRNA\">Modern</a>It rose more than 4%.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>It rose nearly 2%.</p><p><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>Surging over 80%, the company received...<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>A total equity investment of $56 million with Sprott.</p><p><a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>The stock surged over 22%, with Q4 revenue increasing by over 68% year-over-year to $77.8 million, exceeding market expectations.</p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>The stock rose more than 12% after the company announced plans to explore a Hong Kong listing.</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>Opening | All three major indices opened higher, with airline stocks surging.</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\">\nOpening | All three major indices opened higher, with airline stocks surging.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-03-15 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, March 15, the three major U.S. stock indexes opened higher, with the Dow Jones Industrial Average up 0.58%, the Nasdaq Composite up 0.83%, and the S&P 500 up 0.62%.</p><p><img src=\"https://static.tigerbbs.com/103591890b2d659fd1815c6d0a73f3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>Oil and gold stocks generally fell.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>、<a href=\"https://laohu8.com/S/CPE\">Caron Petroleum</a>It fell more than 5%.<a href=\"https://laohu8.com/S/HMY\">Harmony Gold</a>It fell more than 5%.<a href=\"https://laohu8.com/S/HL\">Hekla Mining</a>It fell by more than 3%.</p><p>US airline stocks surged.<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>、<a href=\"https://laohu8.com/S/UAL\">United Continental</a>Up more than 9%,<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>、<a href=\"https://laohu8.com/S/LUV\">Southwest airlines</a>It rose by more than 8%. Several airlines expect revenue to be at the upper edge of their previous guidance range or several percentage points higher.</p><p>Stocks related to the fight against the pandemic rallied.<a href=\"https://laohu8.com/S/MRNA\">Modern</a>It rose more than 4%.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>It rose nearly 2%.</p><p><a href=\"https://laohu8.com/S/HYMC\">Hycroft Mining</a>Surging over 80%, the company received...<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>A total equity investment of $56 million with Sprott.</p><p><a href=\"https://laohu8.com/S/GTLB\">Gitlab</a>The stock surged over 22%, with Q4 revenue increasing by over 68% year-over-year to $77.8 million, exceeding market expectations.</p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>The stock rose more than 12% after the company announced plans to explore a Hong Kong listing.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"HYMC":"Hycroft Mining Holding Corporation",".IXIC":"NASDAQ Composite","UAL":"联合大陆航空",".DJI":"道琼斯","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","CPE":"卡隆石油","QQQ":"纳指100ETF","03086":"华夏纳指","AMC":"AMC院线","HMY":"哈莫尼黄金","AAL":"美国航空","GTLB":"GitLab, Inc.","DAL":"达美航空","NVAX":"诺瓦瓦克斯医药","OXY":"西方石油","HL":"赫克拉矿业","LUV":"西南航空",".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156981216","content_text":"3月15日（周二），美股三大指数集体高开，道指涨0.58%，纳指涨0.83%，标普500指数涨0.62%。石油股、黄金股普跌，西方石油、卡隆石油跌逾5%，哈莫尼黄金跌超5%，赫克拉矿业跌超3%。美股航空股大涨，达美航空、联合大陆航空涨超9%，美国航空、西南航空涨超8%。多家航空公司预计营收将在此前指引区间的上沿或高出数个百分点。抗疫概念股走强，Moderna涨逾4%，诺瓦瓦克斯医药涨近2%。Hycroft Mining暴涨超80%，公司获AMC院线和Sprott共计5600万美元的股权投资。Gitlab大涨超22%，Q4营收同比增逾68%至7780万美元，且好于市场预期。金山云涨超12%，公司宣布计划探索在香港上市。","news_type":1,"symbols_score_info":{"DAL":0.9,"HMY":0.9,"OXY":0.9,"HYMC":0.9,"YMmain":0.9,"TQQQ":0.9,"GTLB":0.9,"AMC":0.9,".IXIC":0.9,"AAL":0.9,"03086":0.9,"HL":0.9,"SQQQ":0.9,"NVAX":0.9,"QQQ":0.9,"NQmain":0.9,"CPE":0.9,"SPY":0.9,".DJI":0.9,"UAL":0.9,"GCmain":0.9,".SPX":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037348288,"gmtCreate":1648042018911,"gmtModify":1676534295820,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037348288","repostId":"2221189017","repostType":4,"repost":{"id":"2221189017","kind":"highlight","pubTimestamp":1648039385,"share":"https://ttm.financial/m/news/2221189017?lang=en_US&edition=fundamental","pubTime":"2022-03-23 20:43","market":"hk","language":"zh","title":"Martin Lau: Cost optimization of loss-making businesses is expected to continue to increase personnel this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2221189017","media":"澎湃新闻","summary":"3月23日，腾讯公司总裁刘炽平表示，“目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康","content":"<p><div>On March 23, Tencent President Martin Lau stated, \"Currently, the internet industry is facing structural challenges and changes, and Tencent, as a participant, will proactively make adjustments. In the past, the industry was competition-driven, requiring significant investment; now, compared to short-term returns, people are more focused on long-term business development and making healthier investments, especially in optimizing marketing, operating, and human resource costs.\" We have also implemented cost optimization measures for loss-making businesses in order to maintain healthier growth. Martin Lau stated that Tencent has always been a company that actively embraces change, upholding an entrepreneurial mindset and adapting to social development...</p><p><a href=\"https://wallstreetcn.com/articles/3655048\">Web page link</a></div></p>","source":"pengpai_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>Martin Lau: Cost optimization of loss-making businesses is expected to continue to increase personnel this year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMartin Lau: Cost optimization of loss-making businesses is expected to continue to increase personnel this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">澎湃新闻</strong><span class=\"h-time small\">2022-03-23 20:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On March 23, Tencent President Martin Lau stated, \"Currently, the internet industry is facing structural challenges and changes, and Tencent, as a participant, will proactively make adjustments. In the past, the industry was competition-driven, requiring significant investment; now, compared to short-term returns, people are more focused on long-term business development and making healthier investments, especially in optimizing marketing, operating, and human resource costs.\" We have also implemented cost optimization measures for loss-making businesses in order to maintain healthier growth. Martin Lau stated that Tencent has always been a company that actively embraces change, upholding an entrepreneurial mindset and adapting to social development...</p><p><a href=\"https://wallstreetcn.com/articles/3655048\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3655048\">澎湃新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1589":"北水核心资产","TCEHY":"腾讯控股ADR","BK1521":"挪威政府全球养老基金持仓","BK1526":"科网股","BK4077":"互动媒体与服务","BK1095":"互动媒体与服务","BK1608":"元宇宙概念","00700":"腾讯控股","BK1502":"双十一","BK1586":"云计算","BK1517":"云办公","BK1531":"手游股","BK1591":"就地过年概念","BK1516":"腾讯概念"},"source_url":"https://wallstreetcn.com/articles/3655048","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221189017","content_text":"3月23日，腾讯公司总裁刘炽平表示，“目前，互联网行业正在遭遇结构性的挑战和改变，腾讯作为其中参与者也会主动进行调整。过去，行业是竞争驱动型，投入较大；现在，相比短期收益大家更关注长线业务发展，更健康地投入，尤其是对营销成本、运营成本和人力成本的优化。我们也对亏损业务进行了成本优化动作，以便保持更加健康的增长。”刘炽平表示，腾讯一直以来都是一家积极拥抱变化的公司，公司一直秉持创业心态，根据社会发展和业务需求，持续进行组织优化。未来腾讯将以健康可持续为原则，聚焦重点战略领域，调配人员在具长远价值的业务，同时持续引进核心科技人才和优秀的应届毕业生 , 预计2022年人员仍会增长。他还表示，互联网行业有非常巨大的变化，行业都在阵痛。“当我们主动拥抱变化并进行一系列优化动作后，腾讯将更加健壮，业务将更加健康发展，我们对未来充满信心。”此前，澎湃新闻曾经报道，腾讯部分事业群开启人员优化，对外招聘计划紧缩，主要涉及优化的事业群包括平台及内容业务事业群（PCG）和云与智慧产业事业群（CSIG）。","news_type":1,"symbols_score_info":{"TCEHY":1,"00700":1}},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034426621,"gmtCreate":1647951422354,"gmtModify":1676534283712,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034426621","repostId":"1113165823","repostType":4,"repost":{"id":"1113165823","kind":"news","pubTimestamp":1647948726,"share":"https://ttm.financial/m/news/1113165823?lang=en_US&edition=fundamental","pubTime":"2022-03-22 19:32","market":"hk","language":"zh","title":"Nio: Upstream investment in batteries, downstream ventures into mobile phone manufacturing.","url":"https://stock-news.laohu8.com/highlight/detail?id=1113165823","media":"灵猫财经","summary":"近年来，新能源造车成为高光产业，一众互联网科技公司都在以自己的方式参与造车。阿里、腾讯在投资，百度在搞AI自动驾驶和车路协同，小米、苹果选择亲自下场造车，在新能源汽车的未来趋势已经确定的情况下，入局造","content":"<p><html><head></head><body>In recent years, new energy vehicle manufacturing has become a high-profile industry, with a number of internet technology companies participating in car manufacturing in their own ways.</p><p>Ali,<a href=\"https://laohu8.com/S/00700\">Tencent</a>In investing,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Xiaomi is working on AI-powered autonomous driving and vehicle-road collaboration.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Choosing to personally enter the car manufacturing market is not surprising, given that the future trend of new energy vehicles is already certain, as it is an exploration into a blue ocean market.</p><p>But on the other hand, while Xiaomi and Apple are entering the car manufacturing market, Geely,<a href=\"https://laohu8.com/S/NIO\">Nio</a>These automakers, however, have begun to \"reverse\" their approach and explore the mobile phone market.</p><p>Nio, as a leading emerging electric vehicle manufacturer in China, first invested in battery raw material manufacturers at the beginning of the year.<a href=\"https://laohu8.com/S/300207\">Sunwoda</a>Then, news broke that Nio planned to \"cross over\" to manufacture mobile phones. If investing in Sunwoda can be understood as a layout in the upstream of the industry chain, then what exactly is its intention in \"crossing over\" to manufacture mobile phones?</p><p>Upstream investment in batteries</p><p>On February 24, Sunwoda issued an announcement stating that its holding subsidiary, Sunwoda Electric Vehicle Battery Co., Ltd., received a new round of capital increase, and Weixiaoli, a rising star in domestic car manufacturing, was prominently included in the investment list.</p><p>Investing in Sunwoda by Nio is a logical business move.</p><p>The electric vehicle market is currently booming. The \"New Energy Vehicle Industry Development Plan (2021-2035)\" issued by the State Council also clearly states that by 2025, the sales volume of new energy vehicles will reach about 20% of the total automobile sales, and the market demand for electric vehicles will continue to grow.</p><p>Faced with a huge market gap, the delivery cycle of new energy vehicles has always been a problem that troubles consumers and manufacturers. Typically, after placing an order for a vehicle, consumers need to wait 1-3 months to receive it. In the case of unstable raw material supply, if there are market fluctuations due to increased demand, the waiting process from ordering to receiving the vehicle is a long one.</p><p>For users, the long delivery cycle is an additional time cost, and the variables in the market are potential risks, such as price reductions and upgrades. The longer the delivery cycle, the less enthusiastic consumers are about buying cars, which in turn affects sales.</p><p>For manufacturers, the reason why supply cannot meet demand is due to insufficient production capacity. The reasons for the insufficient production capacity of new energy vehicles include chip shortages, insufficient factory productivity, and the current shortage of battery raw materials. This is also why Nio invested in Sunwoda in order to solve the problem of insufficient battery raw material supply.</p><p>Nio founder Li Bin stated in a conference call that battery supply shortages are a bottleneck limiting production capacity increases.</p><p>In fact, the shortage of battery raw materials has existed since the beginning of the capacity ramp-up phase for new energy electric vehicles. At that time, the domestic electric vehicle industry chain was not yet fully developed. Upstream battery raw material manufacturers had limited production capacity, and supply could not meet the huge demand gap. Market demand forced capacity increases, and battery manufacturers expanded their production lines to match market demand. This provided fertile ground for the rise of domestic battery suppliers.<a href=\"https://laohu8.com/S/300750\">CATL</a>He is a representative of one of them.</p><p>As a leading power battery supplier, CATL was among the first to secure a large number of orders.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Nio Automobile<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>They are all his customers, and new energy vehicle manufacturers are vying to cooperate with CATL to obtain more batteries. New energy vehicle manufacturers are being \"held back\" by CATL.</p><p>According to data released by SNE Research, a South Korean market Research firm, CATL maintained its leading position in the new energy vehicle power battery market from January to November 2021 with a market share of 31.8%, 11.3% higher than LG Energy, which ranked second.</p><p>The mutual constraint between supply and demand and price changes is a basic law of the commodity economy. Faced with CATL, the \"number one\" in the power battery market, the bargaining power of new energy vehicle manufacturers has been greatly reduced, and the feeling of being constrained by others in the upstream of the industry for a long time is not pleasant.</p><p>This led to the scenario where \"Wei Xiaoli\" joined hands to invest in Sunwoda. At the moment when CATL was \"strangling\" it, \"Wei Xiaoli\" needed a battery supplier that could be used by it to reverse its completely passive position. The thirst for batteries made the three companies with direct competition turn hostility into friendship and come together to make money in harmony.</p><p>However, the fundamental reason why \"Wei Xiaoli\" was able to reach a consensus on investing in Sunwoda is that although batteries are one of the three essential electric components of electric vehicles and a source of power for electric vehicles, they are ultimately just a basic raw material.</p><p>Currently, there is a shortage of power batteries, and range remains a key selling point influencing users' car purchase choices. However, these two issues are only problems faced at this stage. In the long run, the battery shortage and range problems will eventually be solved, and it is not impossible to share a raw material supplier with competitors.</p><p>If we consider electric vehicles as large electronic products, compared to the more mature mobile phone industry, raw materials such as batteries, screens, and chips in the mobile phone industry are almost entirely handled by leading suppliers.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The screen,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The chip is a standard feature in almost all brands' flagship models.</p><p>For \"Wei Xiaoli\", more choices mean stronger bargaining power and a richer source of raw materials, which is a situation that both consumers and manufacturers are happy to see.</p><p>Downstream companies cross over to make mobile phones</p><p>Recently, according<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>According to reports, Nio has established a mobile phone business unit, and Yin Shuijun, the former president of Meitu Mobile, has joined Nio to be responsible for the mobile phone business.</p><p>If Nio' investment in Sunwoda is a layout for the upstream industry chain, then why is Nio \"crossing over\" into the mobile phone market? Why would Nio, which is willing to jointly invest in Sunwoda with other automakers, want to make its own mobile phones?</p><p>Nio is not the first automaker to venture into the mobile phone market. Tesla has also been rumored to be venturing into the mobile phone market, and Geely Automobile has also established \"Hubei Xingji Times Technology Co., Ltd.\" for its mobile phone business. Previously, there were rumors that Geely was going to acquire Meizu.</p><p>Apple and Xiaomi want to build cars, while Geely and Nio want to make mobile phones. Just like in \"Fortress Besieged,\" those inside want to get out, and those outside want to get in. Leaving aside the reasons why Apple and Xiaomi entered the car manufacturing market, let's first look at the reasons why Geely and Nio are making mobile phones.</p><p>Nio may be making mobile phones for the same reasons as Geely.</p><p>Geely's intention to make mobile phones may stem from problems with its own in-vehicle infotainment system. Last year, Geely launched the new energy vehicle \"Jike 001\" and began deliveries. After the first batch of users experienced it, there were many complaints about Jike 001. Most car owners said that the in-vehicle infotainment system of Jike 001 was \"not ideal\" in actual use, with frequent lag problems and system bugs. Some car owners said that the operating logic of the in-vehicle infotainment system was not clear.</p><p>System lag and operational logic—words that should originally appear in usage evaluations of electronic products—are now being used to evaluate new energy vehicles. Considering Zhou Hongyi, the founder of 360, who previously said, \"Modern cars are a sofa on four wheels, and Nio has become a computer on four wheels,\" the nature of new energy vehicles seems to be converging with that of electronic products.</p><p>From the perspective of considering new energy vehicles as electronic products, the hardware configuration of a car, such as batteries, seats, motors, and air conditioning, is similar to the memory, screen, and lens of a mobile phone.</p><p>Given the current state of the mobile phone market, hardware is just a configuration. Whether it's a high-pixel lens or large memory, it's ultimately just hardware that \"works\" for the system. The system and software are the core of differentiating between brands.</p><p>After intelligent vehicles are connected to the Internet, the support of technology and the Internet has enabled cars to achieve more functions, such as autonomous driving and automatic parking.</p><p>Cars have become like mobile phones, becoming new internet terminal devices for users. These functions are like \"software\" installed on the vehicle body. The in-vehicle system that runs the software is like ios, Android, etc. in a mobile phone. The smoothness of the system when running the software will affect the user's driving experience. I guess no one wants to wait for a delay in the in-vehicle system response while driving.</p><p>Returning to the issue of automakers making mobile phones, Geely's real purpose in acquiring Meizu may not be to make mobile phones, but to gain experience in technology and software development related to terminal systems. When its own in-vehicle infotainment system is not satisfactory, it is logical to make up for its shortcomings in in-vehicle infotainment systems by acquiring a technologically mature mobile phone brand.</p><p>Looking beyond the surface to the essence, stepping beyond the gimmick of car companies making mobile phones, Geely may seem to be buying \"mobile phones,\" but it is actually buying \"technology\" for car infotainment systems.</p><p>Nio' purpose in making mobile phones is not much different. Judging from NIO's brand tone of insisting on positioning itself as a high-end brand, NIO's mobile phones will ultimately not be mass-produced products, but rather serve a small number of people. Ultimately, they are aimed at improving user experience, optimizing in-vehicle infotainment systems, and building a closed loop ecosystem.</p><p>It's not new for manufacturers to start paying attention to in-vehicle infotainment systems. Initially, people were interested in Tesla not only because of electric vehicles but also because of autonomous driving. In order to meet more functions in the future of new energy vehicles, the computing power of in-vehicle infotainment systems will inevitably be improved, whether it's Tesla's support for the steam game library or...<a href=\"https://laohu8.com/S/002594\">BYD</a>Playing \"Naruto\" proves that the computing power requirements of vehicle infotainment systems are not just as simple as those of mobile phones. Mobile phones are just a reference for automakers in their efforts to improve vehicle infotainment systems, and electric vehicles may eventually become portable \"space-based\" electronic products.</p><p>Conclusion:</p><p>The emergence of electric vehicles is not just an advancement in drive methods; electrification of vehicles is not the ultimate goal, but rather intelligentization. Nowadays, new energy vehicles already have a certain number of users. After a period of development, users know more clearly what they need. Electric vehicles are not simply about moving; hardware configurations such as batteries are just the \"body,\" while the vehicle's infotainment system is the \"soul.\" After many twists and turns, automakers have finally returned to the path they were supposed to take.</p><p></body></html></p>","source":"lsy1610843360528","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>Nio: Upstream investment in batteries, downstream ventures into mobile phone manufacturing.</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\">\nNio: Upstream investment in batteries, downstream ventures into mobile phone manufacturing.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">灵猫财经</strong><span class=\"h-time small\">2022-03-22 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In recent years, new energy vehicle manufacturing has become a high-profile industry, with a number of internet technology companies participating in car manufacturing in their own ways.</p><p>Ali,<a href=\"https://laohu8.com/S/00700\">Tencent</a>In investing,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Xiaomi is working on AI-powered autonomous driving and vehicle-road collaboration.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Choosing to personally enter the car manufacturing market is not surprising, given that the future trend of new energy vehicles is already certain, as it is an exploration into a blue ocean market.</p><p>But on the other hand, while Xiaomi and Apple are entering the car manufacturing market, Geely,<a href=\"https://laohu8.com/S/NIO\">Nio</a>These automakers, however, have begun to \"reverse\" their approach and explore the mobile phone market.</p><p>Nio, as a leading emerging electric vehicle manufacturer in China, first invested in battery raw material manufacturers at the beginning of the year.<a href=\"https://laohu8.com/S/300207\">Sunwoda</a>Then, news broke that Nio planned to \"cross over\" to manufacture mobile phones. If investing in Sunwoda can be understood as a layout in the upstream of the industry chain, then what exactly is its intention in \"crossing over\" to manufacture mobile phones?</p><p>Upstream investment in batteries</p><p>On February 24, Sunwoda issued an announcement stating that its holding subsidiary, Sunwoda Electric Vehicle Battery Co., Ltd., received a new round of capital increase, and Weixiaoli, a rising star in domestic car manufacturing, was prominently included in the investment list.</p><p>Investing in Sunwoda by Nio is a logical business move.</p><p>The electric vehicle market is currently booming. The \"New Energy Vehicle Industry Development Plan (2021-2035)\" issued by the State Council also clearly states that by 2025, the sales volume of new energy vehicles will reach about 20% of the total automobile sales, and the market demand for electric vehicles will continue to grow.</p><p>Faced with a huge market gap, the delivery cycle of new energy vehicles has always been a problem that troubles consumers and manufacturers. Typically, after placing an order for a vehicle, consumers need to wait 1-3 months to receive it. In the case of unstable raw material supply, if there are market fluctuations due to increased demand, the waiting process from ordering to receiving the vehicle is a long one.</p><p>For users, the long delivery cycle is an additional time cost, and the variables in the market are potential risks, such as price reductions and upgrades. The longer the delivery cycle, the less enthusiastic consumers are about buying cars, which in turn affects sales.</p><p>For manufacturers, the reason why supply cannot meet demand is due to insufficient production capacity. The reasons for the insufficient production capacity of new energy vehicles include chip shortages, insufficient factory productivity, and the current shortage of battery raw materials. This is also why Nio invested in Sunwoda in order to solve the problem of insufficient battery raw material supply.</p><p>Nio founder Li Bin stated in a conference call that battery supply shortages are a bottleneck limiting production capacity increases.</p><p>In fact, the shortage of battery raw materials has existed since the beginning of the capacity ramp-up phase for new energy electric vehicles. At that time, the domestic electric vehicle industry chain was not yet fully developed. Upstream battery raw material manufacturers had limited production capacity, and supply could not meet the huge demand gap. Market demand forced capacity increases, and battery manufacturers expanded their production lines to match market demand. This provided fertile ground for the rise of domestic battery suppliers.<a href=\"https://laohu8.com/S/300750\">CATL</a>He is a representative of one of them.</p><p>As a leading power battery supplier, CATL was among the first to secure a large number of orders.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Nio Automobile<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>They are all his customers, and new energy vehicle manufacturers are vying to cooperate with CATL to obtain more batteries. New energy vehicle manufacturers are being \"held back\" by CATL.</p><p>According to data released by SNE Research, a South Korean market Research firm, CATL maintained its leading position in the new energy vehicle power battery market from January to November 2021 with a market share of 31.8%, 11.3% higher than LG Energy, which ranked second.</p><p>The mutual constraint between supply and demand and price changes is a basic law of the commodity economy. Faced with CATL, the \"number one\" in the power battery market, the bargaining power of new energy vehicle manufacturers has been greatly reduced, and the feeling of being constrained by others in the upstream of the industry for a long time is not pleasant.</p><p>This led to the scenario where \"Wei Xiaoli\" joined hands to invest in Sunwoda. At the moment when CATL was \"strangling\" it, \"Wei Xiaoli\" needed a battery supplier that could be used by it to reverse its completely passive position. The thirst for batteries made the three companies with direct competition turn hostility into friendship and come together to make money in harmony.</p><p>However, the fundamental reason why \"Wei Xiaoli\" was able to reach a consensus on investing in Sunwoda is that although batteries are one of the three essential electric components of electric vehicles and a source of power for electric vehicles, they are ultimately just a basic raw material.</p><p>Currently, there is a shortage of power batteries, and range remains a key selling point influencing users' car purchase choices. However, these two issues are only problems faced at this stage. In the long run, the battery shortage and range problems will eventually be solved, and it is not impossible to share a raw material supplier with competitors.</p><p>If we consider electric vehicles as large electronic products, compared to the more mature mobile phone industry, raw materials such as batteries, screens, and chips in the mobile phone industry are almost entirely handled by leading suppliers.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The screen,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The chip is a standard feature in almost all brands' flagship models.</p><p>For \"Wei Xiaoli\", more choices mean stronger bargaining power and a richer source of raw materials, which is a situation that both consumers and manufacturers are happy to see.</p><p>Downstream companies cross over to make mobile phones</p><p>Recently, according<a href=\"https://laohu8.com/S/KRKR\">36Kr</a>According to reports, Nio has established a mobile phone business unit, and Yin Shuijun, the former president of Meitu Mobile, has joined Nio to be responsible for the mobile phone business.</p><p>If Nio' investment in Sunwoda is a layout for the upstream industry chain, then why is Nio \"crossing over\" into the mobile phone market? Why would Nio, which is willing to jointly invest in Sunwoda with other automakers, want to make its own mobile phones?</p><p>Nio is not the first automaker to venture into the mobile phone market. Tesla has also been rumored to be venturing into the mobile phone market, and Geely Automobile has also established \"Hubei Xingji Times Technology Co., Ltd.\" for its mobile phone business. Previously, there were rumors that Geely was going to acquire Meizu.</p><p>Apple and Xiaomi want to build cars, while Geely and Nio want to make mobile phones. Just like in \"Fortress Besieged,\" those inside want to get out, and those outside want to get in. Leaving aside the reasons why Apple and Xiaomi entered the car manufacturing market, let's first look at the reasons why Geely and Nio are making mobile phones.</p><p>Nio may be making mobile phones for the same reasons as Geely.</p><p>Geely's intention to make mobile phones may stem from problems with its own in-vehicle infotainment system. Last year, Geely launched the new energy vehicle \"Jike 001\" and began deliveries. After the first batch of users experienced it, there were many complaints about Jike 001. Most car owners said that the in-vehicle infotainment system of Jike 001 was \"not ideal\" in actual use, with frequent lag problems and system bugs. Some car owners said that the operating logic of the in-vehicle infotainment system was not clear.</p><p>System lag and operational logic—words that should originally appear in usage evaluations of electronic products—are now being used to evaluate new energy vehicles. Considering Zhou Hongyi, the founder of 360, who previously said, \"Modern cars are a sofa on four wheels, and Nio has become a computer on four wheels,\" the nature of new energy vehicles seems to be converging with that of electronic products.</p><p>From the perspective of considering new energy vehicles as electronic products, the hardware configuration of a car, such as batteries, seats, motors, and air conditioning, is similar to the memory, screen, and lens of a mobile phone.</p><p>Given the current state of the mobile phone market, hardware is just a configuration. Whether it's a high-pixel lens or large memory, it's ultimately just hardware that \"works\" for the system. The system and software are the core of differentiating between brands.</p><p>After intelligent vehicles are connected to the Internet, the support of technology and the Internet has enabled cars to achieve more functions, such as autonomous driving and automatic parking.</p><p>Cars have become like mobile phones, becoming new internet terminal devices for users. These functions are like \"software\" installed on the vehicle body. The in-vehicle system that runs the software is like ios, Android, etc. in a mobile phone. The smoothness of the system when running the software will affect the user's driving experience. I guess no one wants to wait for a delay in the in-vehicle system response while driving.</p><p>Returning to the issue of automakers making mobile phones, Geely's real purpose in acquiring Meizu may not be to make mobile phones, but to gain experience in technology and software development related to terminal systems. When its own in-vehicle infotainment system is not satisfactory, it is logical to make up for its shortcomings in in-vehicle infotainment systems by acquiring a technologically mature mobile phone brand.</p><p>Looking beyond the surface to the essence, stepping beyond the gimmick of car companies making mobile phones, Geely may seem to be buying \"mobile phones,\" but it is actually buying \"technology\" for car infotainment systems.</p><p>Nio' purpose in making mobile phones is not much different. Judging from NIO's brand tone of insisting on positioning itself as a high-end brand, NIO's mobile phones will ultimately not be mass-produced products, but rather serve a small number of people. Ultimately, they are aimed at improving user experience, optimizing in-vehicle infotainment systems, and building a closed loop ecosystem.</p><p>It's not new for manufacturers to start paying attention to in-vehicle infotainment systems. Initially, people were interested in Tesla not only because of electric vehicles but also because of autonomous driving. In order to meet more functions in the future of new energy vehicles, the computing power of in-vehicle infotainment systems will inevitably be improved, whether it's Tesla's support for the steam game library or...<a href=\"https://laohu8.com/S/002594\">BYD</a>Playing \"Naruto\" proves that the computing power requirements of vehicle infotainment systems are not just as simple as those of mobile phones. Mobile phones are just a reference for automakers in their efforts to improve vehicle infotainment systems, and electric vehicles may eventually become portable \"space-based\" electronic products.</p><p>Conclusion:</p><p>The emergence of electric vehicles is not just an advancement in drive methods; electrification of vehicles is not the ultimate goal, but rather intelligentization. Nowadays, new energy vehicles already have a certain number of users. After a period of development, users know more clearly what they need. Electric vehicles are not simply about moving; hardware configurations such as batteries are just the \"body,\" while the vehicle's infotainment system is the \"soul.\" After many twists and turns, automakers have finally returned to the path they were supposed to take.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/quFjVdWf0KRdTp02p54Pbw\">灵猫财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"BK4504":"桥水持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","09866":"蔚来-SW","NIO":"蔚来","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4555":"新能源车","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://mp.weixin.qq.com/s/quFjVdWf0KRdTp02p54Pbw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113165823","content_text":"近年来，新能源造车成为高光产业，一众互联网科技公司都在以自己的方式参与造车。阿里、腾讯在投资，百度在搞AI自动驾驶和车路协同，小米、苹果选择亲自下场造车，在新能源汽车的未来趋势已经确定的情况下，入局造车并不是一件怪事，毕竟这是向蓝海市场的探索。但在小米、苹果入局造车的另一面，吉利、蔚来这些车企却开始“反向”操作开始探索手机市场。蔚来作为国内造车新势力中的领头羊企业，开年后先是投资电池原料厂商欣旺达，而后又传出打算“跨界”造手机的消息，如果说投资欣旺达还能理解为是在产业链上游的布局，那么蔚来“跨界”造手机究竟意欲何为呢？上游布局投电池2月24日，欣旺达发布公告称，旗下控股子公司“欣旺达电动汽车电池有限公司”获得新一轮增资，投资名单中国内造车新贵“蔚小理”赫然在列。蔚来投资欣旺达是一件符合商业逻辑的事情。当下电动汽车市场销售环境正值火热，国务院印发的《新能源汽车产业发展规划（2021-2035年）》规划中也明确指出，到2025年新能源汽车销售量达到汽车销售总量的20%左右，市场对电动汽车的需求将持续保持增长态势。面对巨大的市场缺口，新能源汽车的交付周期一直是困扰着消费者和厂商的问题，通常消费者下单定购车辆后，需要等待1-3个月才能提车，在原料供给不稳定的情况下如果遇到需求增长的市场波动，从订车到提车是一个漫长的等待过程。这对于用户而言，漫长的提车周期就是额外的时间成本，市场中的变量因素就是潜在风险，比如降价、换代改款等问题，提车周期越长消费者的购车的积极性就会越差，进而影响到销量问题；对于厂商而言，供给无法满足需求的情况之所以会发生，则是由于产能的不足的问题，造成新能源汽车产能不足的原因有芯片短缺、工厂生产力不足，以及当下正面临的电池原料短缺问题，这也是蔚来投资欣旺达的原因，为了解决电池原料供应不足问题。蔚来创始人李斌曾在一次电话会议中表示，电池供应短缺是限制产能提升的瓶颈。事实上电池原料短缺问题，从新能源电动汽车进入产能爬坡阶段之初就已经出现，彼时国内电动汽车产业链尚未发育成熟完善，上游的电池原料生产厂商产能实力有限，供给无法满足巨大的需求缺口，市场需求倒逼产能提升的情况出现，电池厂商扩张生产线规模匹配市场需求，这就为国内电池供应商的崛起提供了肥沃的土壤，动力电池供应商宁德时代就是其中的代表。作为动力电池供应商的领跑者，宁德时代率先收获了大量订单，特斯拉、蔚来汽车、小鹏汽车、理想汽车、吉利汽车都是他的客户，新能源汽车厂商都在争着与宁德时代合作，争取拿到更多电池，新能源汽车厂商被宁德时代“卡了脖子”。在韩国市场研究机构SNE Research发布的数据中显示宁，2021年1月-11月，宁德时代以31.8%的市场占有率稳居第一，比第二名的LG能源高出11.3%，德时代如今在新能源汽车动力电池市场保持着领先主导地位。供求关系与价格变动之间的相互制约是商品经济的基本规律，在动力电池市场“一哥”宁德时代面前，新能源汽车厂商的议价能力大大降低，并且这种在产业上游被长期受限于他人的滋味也并不好受。这就有了“蔚小理”牵手投资欣旺达的场景出现，在被宁德时代“卡脖子”的当下，“蔚小理”需要一家能为自己所用的电池供应商出现，扭转自己已经完全陷于被动的位置，对电池的渴求使得三家有着直接竞争关系的企业化干戈为玉帛，齐聚一堂和气生财。但“蔚小理”之所以能在投资欣旺达这件事上达成共识的根本原因在于，电池虽然是电动汽车必不可缺的三电之一，也是电动车的动力来源，但究其根本电池最终只是一种基础的原材料。当下动力电池短缺，续航仍是影响用户购车选择的关键卖点，但这两个问题只是现在这个阶段面临的问题，长期来看电池短缺和续航问题终究会被解决，与竞争对手共用一个原料供应商并不是一件不可能的事情。如果把电动汽车看做是一个大型电子产品，与发展较为成熟的手机行业对比，手机行业中电池、屏幕、芯片等原料几乎被头部供应商包揽，三星的屏幕，高通的芯片几乎是各品牌旗舰机型的标配。对于“蔚小理”而言，更多的选择就意味着更强的议价能力，以及更丰富的原料来源，这是消费者和厂商都乐于见到的情况。下游跨界做手机近期，据36氪报道，蔚来已经搭建手机业务部门，原美图手机总裁尹水军已经加入蔚来负责手机业务。如果说蔚来投资欣旺达是对上游产业链的布局，那么蔚来“跨界”入局手机市场又是为何？可以接受与其他车企联手投资欣旺达的蔚来，要自己做手机又是为何？车企跨界做手机并不是蔚来开的先河，特斯拉也曾传出过消息要涉足手机市场，吉利汽车也针对手机业务成立过“湖北星纪时代科技有限公司”，此前还传出吉利要收购魅族的消息。苹果、小米要造车，吉利、蔚来要做手机，就像《围城》里写的那样，里面的人想出去，外面的人想进来，苹果和小米入局造车的原因按下不表，先看一下吉利和蔚来做手机都有哪些原因。蔚来做手机的原因或许和吉利相同。吉利做手机的意图或许缘于自家车机系统的问题，去年吉利推出的新能源车型“极氪001”开始交付，第一批用户体验后对极氪001的吐槽颇多，多数车主表示极氪001的车机系统在实际使用中体验“并不理想”，经常出现卡顿问题和系统BUG，部分车主表示车机系统的操逻辑并不清晰。系统卡顿、操作逻辑，这些原本应该出现在电子产品的使用评价中的词汇，现在被用来评价新能源汽车，再联想到此前360创始人周鸿祎说“现在的汽车是四个轮子上一个沙发，蔚来变成四个轮子上一台电脑”的言论，新能源汽车的产品性质似乎正在向电子产品靠拢。如果从新能源汽车属于电子产品的这种思维角度出发来看，那么汽车的硬件配置如电池、座椅、电机、空调等就类似于手机的内存、屏幕、镜头等。那么以手机市场目前的情况来看，硬件只是配置，无论是高像素镜头还是大容量内存，最终不过是给系统“打工”的硬件，系统和软件才是品牌间拉开距离的核心。汽车智能化接入互联网之后，科技和互联网的加持赋予了汽车实现更多功能的能力，如自动驾驶、自动泊车等功能。汽车变得像是手机，成了用户新的互联网终端设备，而这些功能像是安装在车身上的“软件”，那么运行软件的车机系统，就像手机中的ios、安卓等，那么系统运行软件时的流畅程度就会关系到用户的用车体验，估计谁都不想在驾驶过程中等待车机系统响应的延迟。回到车企做手机这件事来看，吉利收购魅族的真正目的或许不是为了做手机，而是获取与终端系统有关的技术和软件开发的经验，在自家车机系统并不如意的情况下，通过收购技术成熟的手机品牌，来弥补自己在车机系统上的短板是一件符合逻辑的事情。透过表象看本质，从车企做手机的噱头中跳出来，吉利看似是在买“手机”，其实是在给车机买“技术”罢了。蔚来做手机的目的也不会大相径庭，以蔚来坚持定位高端的品牌调性来看，蔚来的手机最终不会是走量的产品，而是面向少部分人服务的，最终是为了提升用户体验、优化车机系统、建设生态闭环。厂商开始在意车机系统也不是新鲜事，当初人们对特斯拉感兴趣的原因除了电动还有自动驾驶，新能源汽车的未来为了能够满足更多功能，势必提升车机系统的算力，无论是特斯拉支持steam游戏库，还是比亚迪上玩《永劫无间》，都证明了车机系统的算力要求不只是手机那么简单，手机只是车企在提升车机路上的参照物，电动汽车最终或将成为一个可移动的“空间型”电子产品。结语：电动汽车的出现不只是驱动方式的进步，汽车电动化并不是最终目的，智能化才是。如今新能源汽车已有一定保有量，经过一段时间的沉淀之后，用户更清楚的知道自己需要的是什么，电动汽车不是简单的动起来，电池等硬件配置只是“身体”，车机系统才是“灵魂”。兜兜转转之后，车企终于回到了原本就应该走的道路上。","news_type":1,"symbols_score_info":{"EVS.SI":0.9,"09866":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097489656,"gmtCreate":1645531751513,"gmtModify":1676534036268,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097489656","repostId":"1130330145","repostType":4,"repost":{"id":"1130330145","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1645530529,"share":"https://ttm.financial/m/news/1130330145?lang=en_US&edition=fundamental","pubTime":"2022-02-22 19:48","market":"fut","language":"zh","title":"The Russia-Ukraine crisis has unleashed a bloodbath in global stock markets, with one type of asset being particularly affected.","url":"https://stock-news.laohu8.com/highlight/detail?id=1130330145","media":"Barrons巴伦","summary":"投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。俄乌危机前夜引发的全球市场震荡仍在继续。2月22日亚洲股市再度走低，A股沪指收跌0.96%，深成指收跌1.29%，创业板指收跌1.3","content":"<p><html><head></head><body>Investors should not only face sharp fluctuations in the stock market, but also be wary of sharp fluctuations in the prices of some commodities. The global market turmoil triggered on the eve of the Russia-Ukraine crisis continues. On February 22, Asian stock markets declined again, with the Shanghai Composite Index closing down 0.96%, the Shenzhen Component Index down 1.29%, and the ChiNext Index down 1.38%. Hong Kong's Hang Seng Index closed down 2.69%, while the Hang Seng Tech Index fell 1.89%, hitting a new low. Japan's Nikkei 225 index closed down 1.7%. London<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>It opened down more than 1.4%, and European and US stock markets are also expected to fall by 1% to 2% after the opening.</p><p>On February 21 local time, Russian President Vladimir Putin unexpectedly declared the Donetsk People's Republic and the Luhansk People's Republic in eastern Ukraine independent states and authorized the deployment of troops to these two regions.</p><p>Russia's RTS index plunged 17% during trading yesterday, marking its biggest intraday drop since the 2008 global financial crisis. European stock markets, which have been under pressure in recent weeks due to tensions between Russia and Ukraine, fell to their lowest level since October last year. On Monday, the U.S. stock market was closed for a day due to Washington's birthday, and futures for all three major stock indexes fell, with Nasdaq 100 futures, which are dominated by technology stocks, falling nearly 2% at one point during the session.</p><p>On February 22, before the US stock market opened, futures for all three major US stock indexes were in a downward trend.</p><p><img src=\"https://static.tigerbbs.com/1800b9d0a9e878dc77ce42eabfd68cd3\" tg-width=\"589\" tg-height=\"73\" referrerpolicy=\"no-referrer\"/></p><p>Song Seng Wun, an economist at CIMB Private Banking, said that investors are most worried about the possibility of war, and the market is currently \"a deep red ocean.\"</p><p>Edward Moya, senior market analyst at forex brokerage Oanda, wrote: “Wall Street will be driven by headlines, and it seems that risk appetite will not fully recover until Russian troops withdraw from the border.”</p><p>However, judging from yesterday's reactions to global stock markets, the plunge mainly occurred in the Russian stock market, while the decline in European, American, and Asian stock markets was relatively small. Barron's points out that, in comparison, the Russia-Ukraine crisis has had a more significant impact on commodities such as oil, and investors should be wary of sharp fluctuations in commodity prices. Furthermore, as the Russia-Ukraine crisis continues to escalate, EU countries have expressed their desire to reduce their dependence on Russian energy. For investors, this process will present some investment targets.</p><p><img src=\"https://static.tigerbbs.com/d6f2b9f0d316a53c2ad5049e4da00c45\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Is Russia more confident than before in the face of sanctions?</b></p><p>The White House said on February 21 that Biden spoke by phone with Ukrainian President Volodymyr Zelensky, \"reaffirming the United States' commitment to maintaining Ukraine's sovereignty and territorial integrity.\" Biden also signed an executive order stating that he would retaliate against Russia's decision, and that the U.S. would impose economic sanctions on Russia if it \"invaded\" Ukraine.</p><p>The sanctions in the executive order include prohibiting any U.S. personnel from investing in the \"Donetsk People's Republic\" and the \"Luhansk People's Republic,\" prohibiting the import of any goods and services from the region into the United States, and prohibiting the export of goods and services from the United States to the region.</p><p>EU officials said Putin's decision \"blatantly violates international law and the Minsk agreements,\" and the EU would respond with sanctions, but did not provide further details.</p><p>Vishnu Varathan, head of economics and strategy at Mizuho Bank, pointed out that it is unclear whether Russia's actions will trigger a full-scale conflict. He said, \"Sanctions currently seem to be the West's first choice.\"</p><p>In response to the threat of sanctions, Russian State Duma deputy Mikhail Sheremet said on February 22 that Russia is fully prepared to deal with the situation and will not be afraid. He said, \"Russia is not afraid of sanctions from Western countries. We value the safety of people's lives rather than the economy.\"</p><p><a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Managing Director Hong Hao believes that even if the United States and its allies impose sanctions on Russia, as in the Crimean conflict in 2015, today's Russia is no longer the Russia of yesteryear. Russia now holds $630 billion in foreign exchange reserves and has reduced its holdings of U.S. Treasury bonds in the past few years. Oil prices were around $40 back then, but now they are heading towards $100, while demand for Russian oil, gas, and other commodity exports continues to grow.</p><p>Cui Hongjian, director of the Institute of European Studies at the China Institute of International Studies, believes that the Ukrainian government has immediately expressed its unwillingness to go to war, but the pressure will soon shift to domestic affairs. For the United States and NATO, changes in the situation in eastern Ukraine will not become a trigger for war with Russia. However, the United States will continue to strengthen military mobilization and deployment, especially the defenses of NATO allies near Ukraine, such as Poland, thereby further portraying Russia as an \"aggressor\" and \"rule-breaker.\"</p><p><b>2. Commodities such as oil are most affected.</b></p><p>As investors avoided risk, Brent crude oil futures surged by more than 4% at one point, reaching a high of $97 a barrel. On February 22, Brent crude oil rose further to a seven-year high of $97.76 per barrel.</p><p>Russia is a major energy producer, producing approximately 9 million barrels of crude oil per day, compared to global oil production of about 78 million barrels per day. Benchmark international crude oil prices have risen by about 20% so far this year and by about 46% cumulatively over the past 23 months.</p><p>\"Russia dominates the global oil and gas market, and you could say the country is a major gas station,\" said Harvard economist Jason Furman.</p><p>\"If Russia launches a full-scale invasion, Brent crude oil futures prices could surge to (at least) $130, pushing up West Texas Intermediate crude oil prices. It's unlikely that Brent crude oil prices will fall below $90 a barrel anytime soon.\"</p><p>Barron's points out that in addition to crude oil, other affected commodities include aluminum, natural gas, and wheat.</p><p>Russia is also a large aluminum producer and major exporter, which is one of the reasons why recent geopolitical tensions have caused the prices of commodities and aluminum-related stocks to rise. Since the beginning of 2021, aluminum prices have risen by about 15%. Russia produced approximately 3.7 million tons of aluminum in 2018, while global aluminum production is about 68 million tons, according to data from the US Geological Survey.</p><p>Data from the World Bank shows that although natural gas prices in Europe have fallen by about 26% so far this year, prices surged at the end of December last year and have still risen by about 125% cumulatively over the past six months.<a href=\"https://laohu8.com/S/BP\">BP</a>Data from BP shows that Russia's natural gas production in 2021 was approximately 639 billion cubic meters, compared to global natural gas production of approximately 3.854 trillion cubic meters.</p><p>Both Russia and Ukraine are important wheat producers. Russia produces approximately 80 million tons of wheat annually, while Ukraine produces about 33 million tons. Data from the U.S. Department of Agriculture shows that global wheat production exceeds 775 million tons annually. U.S. benchmark wheat prices have risen about 3% so far this year and about 20% cumulatively over the past 12 months.</p><p>Barron's points out that as the Russia-Ukraine crisis continues to escalate, investors should not only face sharp fluctuations in the stock market, but also be wary of sharp fluctuations in the prices of some commodities.</p><p><b>3. Some energy companies will benefit from the EU's \"withdrawal from Russia\" of natural gas.</b></p><p>The Russia-Ukraine crisis will prompt the EU to reduce its dependence on Russian natural gas, which currently accounts for 40% of the EU's total consumption. Barron's believes that a range of companies will benefit from this process.</p><p>The simplest alternative to Russian natural gas is liquefied natural gas (LNG) from the United States. Underground natural gas reserves in the United States exceed domestic consumption, and LNG production surged by 42% year-on-year in the first half of 2021.</p><p>In the European market, the proportion of natural gas produced in the United States is constantly increasing. According to data from market research firm Kepler, approximately 60% of U.S. LNG exports went to Europe in January 2022, a significant increase of about 10% year-on-year. If the EU's \"withdrawal from Russia\" progresses, it will mitigate the risks to Europe's energy security to some extent.</p><p><a href=\"https://laohu8.com/S/JEF\">Jeffrey</a>Randy Givens, head of energy research at Jefferies, said that U.S. LNG production could grow by another 80% over the next five years. LNG Producer<b>Cheniere Energy (LNG)</b>A ship's cargo of LNG can earn $100 million, and the company's stock price has risen by two-thirds in the past year.</p><p><a href=\"https://laohu8.com/S/JEF\">Jeffrey</a>It was also pointed out that,<b><a href=\"https://laohu8.com/S/GLOG\">gas log</a>Partners (GLOP)</b>and<b>Golar LNG (GLNG)</b>Infrastructure suppliers such as these are good choices for investors to participate in the natural gas bull market.</p><p>Leo Mariani, an oil and gas analyst at KeyBanc Capital Markets, believes that the Russia-Ukraine crisis will stimulate oil investment amid heightened market concerns about crude oil supplies. Mariani stated that this is beneficial for some smaller oil producers, such as<b><a href=\"https://laohu8.com/S/SM\">SM Energy</a>(SM)</b>and<b>Talos Energy (TALO)</b>。</p><p>The Russia-Ukraine crisis has also brought opportunities to some European energy companies. The Dutch government has doubled production at the Groningen oil and gas field, with production expected to continue until 2026. This benefits the field, which has been developed since the 1960s.<b><a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(crude)</b>and<b>Shell (SHEL)</b>。</p><p>Norwegian Energy<b>Equinor Energy (EQNR)</b>It is a more reliable investment, as the company increased its natural gas production to a record level last quarter and has more capacity. Equinor Energy's share price has surged 40% in the past six months.</p><p>For the foreseeable future, Europe will remain dependent on Russia for energy, especially Germany, which purchases half of its natural gas from Gazprom.<b>Gazprom (SIBN)</b>。 \"Russia still has market influence in Europe,\" said Ben Cahill, a senior fellow in energy security at the Center For Strategic and International Studies.</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 Russia-Ukraine crisis has unleashed a bloodbath in global stock markets, with one type of asset being particularly 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 Russia-Ukraine crisis has unleashed a bloodbath in global stock markets, with one type of asset being particularly affected.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2022-02-22 19:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Investors should not only face sharp fluctuations in the stock market, but also be wary of sharp fluctuations in the prices of some commodities. The global market turmoil triggered on the eve of the Russia-Ukraine crisis continues. On February 22, Asian stock markets declined again, with the Shanghai Composite Index closing down 0.96%, the Shenzhen Component Index down 1.29%, and the ChiNext Index down 1.38%. Hong Kong's Hang Seng Index closed down 2.69%, while the Hang Seng Tech Index fell 1.89%, hitting a new low. Japan's Nikkei 225 index closed down 1.7%. London<a href=\"https://laohu8.com/S/.100.UK\">FTSE 100 Index</a>It opened down more than 1.4%, and European and US stock markets are also expected to fall by 1% to 2% after the opening.</p><p>On February 21 local time, Russian President Vladimir Putin unexpectedly declared the Donetsk People's Republic and the Luhansk People's Republic in eastern Ukraine independent states and authorized the deployment of troops to these two regions.</p><p>Russia's RTS index plunged 17% during trading yesterday, marking its biggest intraday drop since the 2008 global financial crisis. European stock markets, which have been under pressure in recent weeks due to tensions between Russia and Ukraine, fell to their lowest level since October last year. On Monday, the U.S. stock market was closed for a day due to Washington's birthday, and futures for all three major stock indexes fell, with Nasdaq 100 futures, which are dominated by technology stocks, falling nearly 2% at one point during the session.</p><p>On February 22, before the US stock market opened, futures for all three major US stock indexes were in a downward trend.</p><p><img src=\"https://static.tigerbbs.com/1800b9d0a9e878dc77ce42eabfd68cd3\" tg-width=\"589\" tg-height=\"73\" referrerpolicy=\"no-referrer\"/></p><p>Song Seng Wun, an economist at CIMB Private Banking, said that investors are most worried about the possibility of war, and the market is currently \"a deep red ocean.\"</p><p>Edward Moya, senior market analyst at forex brokerage Oanda, wrote: “Wall Street will be driven by headlines, and it seems that risk appetite will not fully recover until Russian troops withdraw from the border.”</p><p>However, judging from yesterday's reactions to global stock markets, the plunge mainly occurred in the Russian stock market, while the decline in European, American, and Asian stock markets was relatively small. Barron's points out that, in comparison, the Russia-Ukraine crisis has had a more significant impact on commodities such as oil, and investors should be wary of sharp fluctuations in commodity prices. Furthermore, as the Russia-Ukraine crisis continues to escalate, EU countries have expressed their desire to reduce their dependence on Russian energy. For investors, this process will present some investment targets.</p><p><img src=\"https://static.tigerbbs.com/d6f2b9f0d316a53c2ad5049e4da00c45\" tg-width=\"1080\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Is Russia more confident than before in the face of sanctions?</b></p><p>The White House said on February 21 that Biden spoke by phone with Ukrainian President Volodymyr Zelensky, \"reaffirming the United States' commitment to maintaining Ukraine's sovereignty and territorial integrity.\" Biden also signed an executive order stating that he would retaliate against Russia's decision, and that the U.S. would impose economic sanctions on Russia if it \"invaded\" Ukraine.</p><p>The sanctions in the executive order include prohibiting any U.S. personnel from investing in the \"Donetsk People's Republic\" and the \"Luhansk People's Republic,\" prohibiting the import of any goods and services from the region into the United States, and prohibiting the export of goods and services from the United States to the region.</p><p>EU officials said Putin's decision \"blatantly violates international law and the Minsk agreements,\" and the EU would respond with sanctions, but did not provide further details.</p><p>Vishnu Varathan, head of economics and strategy at Mizuho Bank, pointed out that it is unclear whether Russia's actions will trigger a full-scale conflict. He said, \"Sanctions currently seem to be the West's first choice.\"</p><p>In response to the threat of sanctions, Russian State Duma deputy Mikhail Sheremet said on February 22 that Russia is fully prepared to deal with the situation and will not be afraid. He said, \"Russia is not afraid of sanctions from Western countries. We value the safety of people's lives rather than the economy.\"</p><p><a href=\"https://laohu8.com/S/03329\">BOCOM International</a>Managing Director Hong Hao believes that even if the United States and its allies impose sanctions on Russia, as in the Crimean conflict in 2015, today's Russia is no longer the Russia of yesteryear. Russia now holds $630 billion in foreign exchange reserves and has reduced its holdings of U.S. Treasury bonds in the past few years. Oil prices were around $40 back then, but now they are heading towards $100, while demand for Russian oil, gas, and other commodity exports continues to grow.</p><p>Cui Hongjian, director of the Institute of European Studies at the China Institute of International Studies, believes that the Ukrainian government has immediately expressed its unwillingness to go to war, but the pressure will soon shift to domestic affairs. For the United States and NATO, changes in the situation in eastern Ukraine will not become a trigger for war with Russia. However, the United States will continue to strengthen military mobilization and deployment, especially the defenses of NATO allies near Ukraine, such as Poland, thereby further portraying Russia as an \"aggressor\" and \"rule-breaker.\"</p><p><b>2. Commodities such as oil are most affected.</b></p><p>As investors avoided risk, Brent crude oil futures surged by more than 4% at one point, reaching a high of $97 a barrel. On February 22, Brent crude oil rose further to a seven-year high of $97.76 per barrel.</p><p>Russia is a major energy producer, producing approximately 9 million barrels of crude oil per day, compared to global oil production of about 78 million barrels per day. Benchmark international crude oil prices have risen by about 20% so far this year and by about 46% cumulatively over the past 23 months.</p><p>\"Russia dominates the global oil and gas market, and you could say the country is a major gas station,\" said Harvard economist Jason Furman.</p><p>\"If Russia launches a full-scale invasion, Brent crude oil futures prices could surge to (at least) $130, pushing up West Texas Intermediate crude oil prices. It's unlikely that Brent crude oil prices will fall below $90 a barrel anytime soon.\"</p><p>Barron's points out that in addition to crude oil, other affected commodities include aluminum, natural gas, and wheat.</p><p>Russia is also a large aluminum producer and major exporter, which is one of the reasons why recent geopolitical tensions have caused the prices of commodities and aluminum-related stocks to rise. Since the beginning of 2021, aluminum prices have risen by about 15%. Russia produced approximately 3.7 million tons of aluminum in 2018, while global aluminum production is about 68 million tons, according to data from the US Geological Survey.</p><p>Data from the World Bank shows that although natural gas prices in Europe have fallen by about 26% so far this year, prices surged at the end of December last year and have still risen by about 125% cumulatively over the past six months.<a href=\"https://laohu8.com/S/BP\">BP</a>Data from BP shows that Russia's natural gas production in 2021 was approximately 639 billion cubic meters, compared to global natural gas production of approximately 3.854 trillion cubic meters.</p><p>Both Russia and Ukraine are important wheat producers. Russia produces approximately 80 million tons of wheat annually, while Ukraine produces about 33 million tons. Data from the U.S. Department of Agriculture shows that global wheat production exceeds 775 million tons annually. U.S. benchmark wheat prices have risen about 3% so far this year and about 20% cumulatively over the past 12 months.</p><p>Barron's points out that as the Russia-Ukraine crisis continues to escalate, investors should not only face sharp fluctuations in the stock market, but also be wary of sharp fluctuations in the prices of some commodities.</p><p><b>3. Some energy companies will benefit from the EU's \"withdrawal from Russia\" of natural gas.</b></p><p>The Russia-Ukraine crisis will prompt the EU to reduce its dependence on Russian natural gas, which currently accounts for 40% of the EU's total consumption. Barron's believes that a range of companies will benefit from this process.</p><p>The simplest alternative to Russian natural gas is liquefied natural gas (LNG) from the United States. Underground natural gas reserves in the United States exceed domestic consumption, and LNG production surged by 42% year-on-year in the first half of 2021.</p><p>In the European market, the proportion of natural gas produced in the United States is constantly increasing. According to data from market research firm Kepler, approximately 60% of U.S. LNG exports went to Europe in January 2022, a significant increase of about 10% year-on-year. If the EU's \"withdrawal from Russia\" progresses, it will mitigate the risks to Europe's energy security to some extent.</p><p><a href=\"https://laohu8.com/S/JEF\">Jeffrey</a>Randy Givens, head of energy research at Jefferies, said that U.S. LNG production could grow by another 80% over the next five years. LNG Producer<b>Cheniere Energy (LNG)</b>A ship's cargo of LNG can earn $100 million, and the company's stock price has risen by two-thirds in the past year.</p><p><a href=\"https://laohu8.com/S/JEF\">Jeffrey</a>It was also pointed out that,<b><a href=\"https://laohu8.com/S/GLOG\">gas log</a>Partners (GLOP)</b>and<b>Golar LNG (GLNG)</b>Infrastructure suppliers such as these are good choices for investors to participate in the natural gas bull market.</p><p>Leo Mariani, an oil and gas analyst at KeyBanc Capital Markets, believes that the Russia-Ukraine crisis will stimulate oil investment amid heightened market concerns about crude oil supplies. Mariani stated that this is beneficial for some smaller oil producers, such as<b><a href=\"https://laohu8.com/S/SM\">SM Energy</a>(SM)</b>and<b>Talos Energy (TALO)</b>。</p><p>The Russia-Ukraine crisis has also brought opportunities to some European energy companies. The Dutch government has doubled production at the Groningen oil and gas field, with production expected to continue until 2026. This benefits the field, which has been developed since the 1960s.<b><a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(crude)</b>and<b>Shell (SHEL)</b>。</p><p>Norwegian Energy<b>Equinor Energy (EQNR)</b>It is a more reliable investment, as the company increased its natural gas production to a record level last quarter and has more capacity. Equinor Energy's share price has surged 40% in the past six months.</p><p>For the foreseeable future, Europe will remain dependent on Russia for energy, especially Germany, which purchases half of its natural gas from Gazprom.<b>Gazprom (SIBN)</b>。 \"Russia still has market influence in Europe,\" said Ben Cahill, a senior fellow in energy security at the Center For Strategic and International Studies.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdc7ca9eb3fdcde7868d42c981e73b12","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130330145","content_text":"投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。俄乌危机前夜引发的全球市场震荡仍在继续。2月22日亚洲股市再度走低，A股沪指收跌0.96%，深成指收跌1.29%，创业板指收跌1.38%；香港恒生指数收盘下跌2.69%，恒生科技指数下跌1.89%，触及新低；日本日经225指数收盘下跌1.7%。伦敦富时100指数开盘下跌超过1.4%，预计欧洲和美国股市开盘后也将出现1%到2%的跌幅。当地时间2月21日，俄罗斯总统普京出人意料地宣布乌克兰东部的“顿涅茨克人民共和国”和“卢甘斯克人民共和国”为独立国家，并授权向这两个地区部署军队。俄罗斯RTS指数昨日盘中应声暴跌17%，创下2008年全球金融危机以来最大盘中跌幅。最近几周一直因俄乌紧张局势承压的欧洲股市跌至去年10月以来最低水平。周一美股市场因“华盛顿诞辰纪念日”休市一天，三大股指期货均走低，其中以科技股为主的纳斯达克100指数期货盘中一度下跌近2%。2月22日美股盘前，美股三大股指期货都处于下跌通道。CIMB Private Banking经济学家Song Seng Wun称，投资者最担心的是战争可能爆发，目前市场是“一片深红色的海洋”。外汇经纪公司 Oanda 的资深市场分析师爱德华•莫亚(Edward Moya)写道: “华尔街将受到新闻头条的驱动，似乎在俄罗斯军队撤出边境之前，风险偏好不会完全恢复。”不过从昨天全球股市的反应可以看出，暴跌主要出现在俄罗斯股市，欧美及亚洲股市跌势相对较小。《巴伦周刊》指出，相比之下，俄乌危机给石油等大宗商品造成的影响更为显著，投资者应警惕大宗商品价格的剧烈波动。此外，在俄乌危机继续发酵之际，欧盟各国纷纷表态要摆脱对俄罗斯能源的依赖，对于投资者来说，这一进程中将浮现一些投资标的。1、面对制裁，俄罗斯比以前更有底气了？美国白宫2月21日表示，拜登与乌克兰总统弗拉基米尔·泽伦斯基(Volodymyr Zelensky)通了电话，“重申了美国对维持乌克兰主权和领土完整的承诺”。拜登还签署行政令称，要对俄罗斯的决定进行反制，一旦俄方“入侵”乌克兰，美方将对俄方实施经济制裁。行政令中的制裁措施包括任何美方人员不得在“顿涅茨克人民共和国”和“卢甘斯克人民共和国”进行投资，任何来自该地区的商品和服务不得进口到美国，来自美国的商品和服务也不得出口到该地区等。欧盟官员表示，普京的决定“公然违反了国际法和明斯克协议”，欧盟将以制裁作为回应，但没有就此透露更多细节。瑞穗银行(Mizuho Bank)经济和战略主管维瑟努·维拉坦(Vishnu Varathan)指出，目前还不清楚俄罗斯的举动是否会引发全面冲突。他说：“目前制裁似乎是西方的第一选择。”面对制裁威胁，俄罗斯国家杜马议员米哈伊尔·谢列梅特2月22日表示，俄罗斯已经做好了一切准备迎接事态发展，俄罗斯不会胆怯。他说：“俄罗斯不惧怕西方国家的制裁，我们重视的是人民的生命安全而不是经济。”交银国际董事总经理洪灏认为，即使美国及其盟友制裁俄罗斯，如2015年克里米亚冲突那样，今天的俄罗斯已经不是当年的俄罗斯。俄罗斯现在坐拥6300亿美元的外储，并在过去几年减持美债。当年油价在40美元左右，而现在油价直指100美元，而对于俄罗斯的石油、天然气以及其它大宗商品的出口需求有增无减。中国国际问题研究院欧洲所所长崔洪建认为，乌克兰政府已经第一时间表明不愿发生战争的态度，但压力很快会转移到内政方面。对美国和北约来说，乌克兰东部局势变化不会成为与俄开战的导火索，但美国会继续加强军事调动和部署，尤其加强临近乌克兰的北约盟国比如波兰等的防务，从而进一步将俄罗斯塑造成“侵略者”和“规则破坏者”的形象。2、石油等大宗商品受影响最大在投资者避险之际，布伦特原油期货一度大涨4%以上，触及每桶97美元高位。2月22日，布伦特原油进一步涨至每桶97.76美元的7年高点。俄罗斯是能源生产大国，原油日产量约为900万桶，相比之下，全球石油日产量约为7800万桶。基准国际原油价格今年迄今已上涨约20%，过去23个月累计上涨约46%。哈佛大学(Harvard)经济学家杰森·弗曼(Jason Furman)说：“俄罗斯在全球石油和天然气市场上占据主导地位，可以说这个国家是一个大型加油站。”“如果俄罗斯全面入侵，布伦特原油期货价格可能会飙升至（至少）130美元，并拉升西得克萨斯中间基原油价格。目前很难看到布伦特原油价格能很快回落至每桶90美元以下。”《巴伦周刊》指出，除了原油，其他受影响的大宗商品还包括铝、天然气和小麦。俄罗斯也是一个庞大的铝生产国和主要出口国，这是近期地缘政治紧张形势造成大宗商品和铝相关股票价格上涨的原因之一。年初至今，铝价上涨了约15%2021。年俄罗斯生产了大约370万吨铝，据美国地质调查局(U.S. Geological Survey)的数据，全球铝产量约为6800万吨。世界银行(World Bank)的数据显示，虽然今年迄今欧洲天然气价格下跌了约26%，但去年12月底价格出现飙升，过去六个月依然累计上涨了约125%。英国石油公司(BP)的数据显示，俄罗斯2021年的天然气产量约为6390亿立方米，相比之下，全球天然气产量约为3.854万亿立方米。俄罗斯和乌克兰都是重要的小麦生产国，俄罗斯每年大约生产8000万吨小麦，乌克兰的产量约为3300万吨。美国农业部的数据显示，全球小麦产量每年超过7.75亿吨。美国基准小麦价格今年迄今已上涨约3%，过去12个月累计上涨约20%。《巴伦周刊》指出，在俄乌危机持续发酵之际，投资者不仅要面对股市的剧烈波动，更应警惕部分大宗商品价格的剧烈波动。3、欧盟天然气“脱俄”，一些能源公司将受益俄乌危机会促使欧盟减少对俄罗斯天然气的依赖，目前来自俄罗斯的天然气的消费量占欧盟总消费量的40%。《巴伦周刊》认为，在这一过程中会有一系列公司受益。最简单的替代俄罗斯天然气的方法就是美国的液化天然气(LNG)，美国地下的天然气储量超过国内的使用量，2021年上半年LNG产量同比激增了42%。在欧洲市场，产自美国的天然气占比正在不断提高。市场调查公司Kepler的数据显示，2022年1月美国LNG出口量的大约60％流向了欧洲，同比大幅提高了10％左右。如果欧盟“脱俄”取得进展，将在一定程度上减轻欧洲在能源安全上的风险。杰富瑞(Jefferies)能源研究主管兰迪·吉文斯(Randy Givens)说，未来五年美国的LNG产量可能会再增长80%。LNG生产商Cheniere Energy (LNG)一只船舶运载量的LNG可以赚到1亿美元，过去一年该公司股价上涨了三分之二。杰富瑞还指出，GasLog Partners (GLOP)和Golar LNG (GLNG)等基础设施供应商是投资者参与天然气牛市的好选择。KeyBanc Capital Markets的石油和天然气分析师利奥·马里亚尼(Leo Mariani)认为，在市场对原油供应的担忧加剧之际，俄乌危机会刺激石油投资。马里亚尼称，这对一些规模较小的石油生产商构成利好，比如SM Energy (SM)和Talos Energy (TALO)。俄乌危机还给一些欧洲能源公司带来了机会。荷兰政府把Groningen油气田的产量提高一倍，开采时间将持续到2026年，这利好上世纪60年代以来一直开发该油气田的埃克森美孚(XOM)和壳牌(SHEL)。挪威能源公司Equinor Energy (EQNR)是一项更可靠的投资，该公司上季度的天然气产量增至创纪录水平，而且还有更多的产能。过去六个月Equinor Energy的股价飙升了40%。在可预见的未来，欧洲仍将在能源方面依赖俄罗斯，尤其是德国，该国一半的天然气都购自俄罗斯天然气公司Gazprom (SIBN)。美国战略与国际研究中心(Center For Strategic and International Studies)能源安全高级研究员本·卡希尔(Ben Cahill)说：“目前俄罗斯在欧洲还是拥有市场影响力的。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094555519,"gmtCreate":1645192985307,"gmtModify":1676534007470,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094555519","repostId":"1157712278","repostType":4,"repost":{"id":"1157712278","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":1645065627,"share":"https://ttm.financial/m/news/1157712278?lang=en_US&edition=fundamental","pubTime":"2022-02-17 10:40","market":"us","language":"zh","title":"Reminder: US stocks will be closed on February 21 for Washington's birthday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1157712278","media":"老虎资讯综合","summary":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日","content":"<p><html><head></head><body>Monday, February 21, marks Washington's birthday in the United States, and U.S. financial markets, including the stock and bond markets, will be closed for the day. U.S. stocks resumed normal trading on Tuesday, February 22.</p><p>Hong Kong stocks, A-shares, UK stocks, Macau stocks, and Singapore stocks remained open as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birthday is commonly known as President's Day.</p><p>In 1879, a bill passed by the U.S. Congress for the first time decided to list Washington's birthday as a federal holiday. The Monday Holidays Act, which came into effect in 1968, moved Washington's birthday from February 22nd to the third Monday of February. However, including this bill, no law in the United States has yet officially changed the name of \"Washington's Birthday\" to what is now better known as \"President's Day\". The situation among the public is different; a growing number of Americans have designated the third Monday in February as \"Presidents' Day.\"</p><p>Profile of George Washington:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington's full name was George Washington (February 22, 1732 – December 14, 1799). He served as Commander-in-Chief of the Continental Army during the American Revolutionary War from 1775 to 1783. In 1789, he became the first President of the United States (and also the first head of state in the world to be titled \"President\"). In two consecutive presidential elections, he received unanimous support from the entire Electoral College and served as President of the United States until 1797.</p><p>In 1787, he presided over the U.S. Constitutional Convention, which established the basic framework for the current U.S. Constitution. During his two terms in office, he established many American policies and traditions that continue to this day. After his two terms ended, he voluntarily relinquished power and did not renew his term, establishing the tradition that the U.S. president could not serve more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Because he played the most important role in the American Revolutionary War and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him alongside Abraham Lincoln and others as one of the greatest presidents in American history.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: US stocks will be closed on February 21 for Washington's birthday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: US stocks will be closed on February 21 for Washington's birthday.\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\">2022-02-17 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Monday, February 21, marks Washington's birthday in the United States, and U.S. financial markets, including the stock and bond markets, will be closed for the day. U.S. stocks resumed normal trading on Tuesday, February 22.</p><p>Hong Kong stocks, A-shares, UK stocks, Macau stocks, and Singapore stocks remained open as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birthday is commonly known as President's Day.</p><p>In 1879, a bill passed by the U.S. Congress for the first time decided to list Washington's birthday as a federal holiday. The Monday Holidays Act, which came into effect in 1968, moved Washington's birthday from February 22nd to the third Monday of February. However, including this bill, no law in the United States has yet officially changed the name of \"Washington's Birthday\" to what is now better known as \"President's Day\". The situation among the public is different; a growing number of Americans have designated the third Monday in February as \"Presidents' Day.\"</p><p>Profile of George Washington:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington's full name was George Washington (February 22, 1732 – December 14, 1799). He served as Commander-in-Chief of the Continental Army during the American Revolutionary War from 1775 to 1783. In 1789, he became the first President of the United States (and also the first head of state in the world to be titled \"President\"). In two consecutive presidential elections, he received unanimous support from the entire Electoral College and served as President of the United States until 1797.</p><p>In 1787, he presided over the U.S. Constitutional Convention, which established the basic framework for the current U.S. Constitution. During his two terms in office, he established many American policies and traditions that continue to this day. After his two terms ended, he voluntarily relinquished power and did not renew his term, establishing the tradition that the U.S. president could not serve more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Because he played the most important role in the American Revolutionary War and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him alongside Abraham Lincoln and others as one of the greatest presidents in American history.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157712278","content_text":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日1879年美国国会通过的一项法案首次决定将华盛顿诞辰列为联邦节日。1968年生效的《周一节假日法》则将华盛顿诞辰纪念日从每年的2月22日移到2月的第3个周一。但是，包括这一法案在内，美国迄今没有任何法律规定将“华盛顿诞辰纪念日”这一名称正式改为现在更为人所知的“总统日”。民间情况则有所不同，越来越多的美国人已将2月的第3个周一称为“总统日”。乔治-华盛顿简介：乔治-华盛顿最为常见的画像之一华盛顿全名乔治-华盛顿（英文George Washington，1732年2月22日-1799年12月14日），1775至1783年美国独立战争时他任大陆军总司令，1789年成为美国第一任总统（同时也成为全世界首位以“总统”为称号的国家元首），在接连两次总统选举中他都获得了全体选举团无异议的一致支持，一直担任美国总统直至1797年。1787年他主持美国制宪会议，制定了现在美国宪法的基本框架。他在两届任期中设立了美国许多延续至今的政策和传统。两届任期结束后，他自愿放弃权力不再续任，确立了美国总统任期不超过两届的传统。此后华盛顿回复平民生活，隐居在弗农山庄园。由于他在美国独立战争和建国过程中扮演了最重要角色，华盛顿通常被称为美国国父。美国多数学者一般将他和亚伯拉罕-林肯等并列为美国历史上最伟大的总统之一。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004645185,"gmtCreate":1642597939714,"gmtModify":1676533726019,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"💪💪💪","listText":"💪💪💪","text":"💪💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004645185","repostId":"1137440410","repostType":4,"repost":{"id":"1137440410","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":1642596238,"share":"https://ttm.financial/m/news/1137440410?lang=en_US&edition=fundamental","pubTime":"2022-01-19 20:43","market":"us","language":"zh","title":"Pre-market: Chinese concept stocks generally rose, with positive earnings reports stimulating a rise in banking giants.","url":"https://stock-news.laohu8.com/highlight/detail?id=1137440410","media":"老虎资讯综合","summary":"美股三大指数期货小幅上涨。","content":"<p><html><head></head><body>On Wednesday, January 19, futures for the three major U.S. stock indexes rose slightly. U.S. Treasury Treasury Bond narrowed its losses, with the 10-year Treasury Bond yield returning to 1.875%. Some expect the Federal Reserve to rate hike by 50 basis points at its March monetary policy meeting.</p><p><img src=\"https://static.tigerbbs.com/75d3472828fd47952a1a80e4e8b18d63\" tg-width=\"697\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>It rose 1.38% in pre-market trading. Today, the People's Daily Commentary published an article: Strictly investigate online e-cigarette transactions and control the \"first cigarette\" sold to teenagers.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.03%<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 0.14%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 1.43%.</p><p>New energy vehicle stocks were mixed.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell 0.25%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 0.16%<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose 1.32%.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/SNE\">Sony</a>It continued to fall by more than 4%, after a sharp drop of 7% yesterday, due to..<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Acquisition<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>，<a href=\"https://laohu8.com/S/SONY\">Sony</a>Competitive pressure is increasing.</p><p><a href=\"https://laohu8.com/S/ASML\">Asma</a>The stock rose more than 2%, with fourth-quarter earnings exceeding expectations, but revenue was miss the market expectation. However, the company has already received orders for five next-generation lithography units, and its customers have an urgent need to increase chip production capacity.</p><p>Consumer loan company SoFi Technologies surged more than 17% after receiving approval from the U.S. Office of the Comptroller of the Currency (OCC) and the Federal Reserve to become a bank holding company, clearing the last regulatory hurdle to becoming a bank.</p><p>Ford rose 0.37%. It was reported that in the fourth quarter,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The investment in Rivian will generate $8.2 billion in returns. It is understood that Ford Motor Company was an early investor in Rivian and currently holds a 12% stake.</p><p>America<a href=\"https://laohu8.com/S/UNH\">united health</a>The group rose 0.22% after United Health's fourth-quarter revenue and profit both exceeded market expectations, with quarterly profit increasing by 84% to $4.071 billion.</p><p><a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>It rose 1.25%. Procter & Gamble's Q2 2022 net profit increased by 10% year-on-year, and it raised its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It rose 2.8%. Bank of America reported a net profit of $7 billion in the fourth quarter of 2021, exceeding expectations.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The stock price surged in pre-market trading, rising by more than 3% at one point. Morgan Stanley's net profit and earnings per share for the fourth quarter of 2021 both exceeded expectations.</p><p><img src=\"https://static.tigerbbs.com/dddc0e193b184e95f784f017acc7482d\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodity trends</b></p><p>International oil prices fluctuated. Geopolitical issues in Russia and the UAE have exacerbated an already tense supply and demand situation, while oil prices have pared gains despite expectations that pipelines from Iraq to Türkiye will resume normal operation.</p><p>As of press time, WTI crude oil futures were trading at $85.41 per barrel, up 0.68%. Brent crude oil futures were trading at $88 a barrel, up 0.56%.</p><p><img src=\"https://static.tigerbbs.com/e4b6adfc5096a5c17c2f01464c6a2f31\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Gold prices strengthened again as the US Dollar Index fell under pressure. However, increasing market expectations for the Federal Reserve's March rate hike have pushed US Treasury yields to a near two-year high of 1.900%, and gold prices still face significant resistance.</p><p>As of press time, gold futures in the New York market were trading at $1,817.65 per ounce, up 0.29%.</p><p><img src=\"https://static.tigerbbs.com/734622a0011b797a6a647b379313e6db\" tg-width=\"800\" tg-height=\"531\" 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>Pre-market: Chinese concept stocks generally rose, with positive earnings reports stimulating a rise in banking giants.</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: Chinese concept stocks generally rose, with positive earnings reports stimulating a rise in banking giants.\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\">2022-01-19 20:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Wednesday, January 19, futures for the three major U.S. stock indexes rose slightly. U.S. Treasury Treasury Bond narrowed its losses, with the 10-year Treasury Bond yield returning to 1.875%. Some expect the Federal Reserve to rate hike by 50 basis points at its March monetary policy meeting.</p><p><img src=\"https://static.tigerbbs.com/75d3472828fd47952a1a80e4e8b18d63\" tg-width=\"697\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/RLX\">RLX Technology</a>It rose 1.38% in pre-market trading. Today, the People's Daily Commentary published an article: Strictly investigate online e-cigarette transactions and control the \"first cigarette\" sold to teenagers.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up 0.03%<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up 0.14%<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up 1.43%.</p><p>New energy vehicle stocks were mixed.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell 0.25%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Up 0.16%<a href=\"https://laohu8.com/S/NIO\">Nio</a>It rose 1.32%.</p><p><b>Pre-market trends of important US stocks</b></p><p><a href=\"https://laohu8.com/S/SNE\">Sony</a>It continued to fall by more than 4%, after a sharp drop of 7% yesterday, due to..<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Acquisition<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>，<a href=\"https://laohu8.com/S/SONY\">Sony</a>Competitive pressure is increasing.</p><p><a href=\"https://laohu8.com/S/ASML\">Asma</a>The stock rose more than 2%, with fourth-quarter earnings exceeding expectations, but revenue was miss the market expectation. However, the company has already received orders for five next-generation lithography units, and its customers have an urgent need to increase chip production capacity.</p><p>Consumer loan company SoFi Technologies surged more than 17% after receiving approval from the U.S. Office of the Comptroller of the Currency (OCC) and the Federal Reserve to become a bank holding company, clearing the last regulatory hurdle to becoming a bank.</p><p>Ford rose 0.37%. It was reported that in the fourth quarter,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The investment in Rivian will generate $8.2 billion in returns. It is understood that Ford Motor Company was an early investor in Rivian and currently holds a 12% stake.</p><p>America<a href=\"https://laohu8.com/S/UNH\">united health</a>The group rose 0.22% after United Health's fourth-quarter revenue and profit both exceeded market expectations, with quarterly profit increasing by 84% to $4.071 billion.</p><p><a href=\"https://laohu8.com/S/PG\">Procter and Gamble</a>It rose 1.25%. Procter & Gamble's Q2 2022 net profit increased by 10% year-on-year, and it raised its full-year performance guidance.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>It rose 2.8%. Bank of America reported a net profit of $7 billion in the fourth quarter of 2021, exceeding expectations.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The stock price surged in pre-market trading, rising by more than 3% at one point. Morgan Stanley's net profit and earnings per share for the fourth quarter of 2021 both exceeded expectations.</p><p><img src=\"https://static.tigerbbs.com/dddc0e193b184e95f784f017acc7482d\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p><b>Commodity trends</b></p><p>International oil prices fluctuated. Geopolitical issues in Russia and the UAE have exacerbated an already tense supply and demand situation, while oil prices have pared gains despite expectations that pipelines from Iraq to Türkiye will resume normal operation.</p><p>As of press time, WTI crude oil futures were trading at $85.41 per barrel, up 0.68%. Brent crude oil futures were trading at $88 a barrel, up 0.56%.</p><p><img src=\"https://static.tigerbbs.com/e4b6adfc5096a5c17c2f01464c6a2f31\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>Gold prices strengthened again as the US Dollar Index fell under pressure. However, increasing market expectations for the Federal Reserve's March rate hike have pushed US Treasury yields to a near two-year high of 1.900%, and gold prices still face significant resistance.</p><p>As of press time, gold futures in the New York market were trading at $1,817.65 per ounce, up 0.29%.</p><p><img src=\"https://static.tigerbbs.com/734622a0011b797a6a647b379313e6db\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137440410","content_text":"1月19日（周三），美股三大指数期货小幅上涨。美国国国债缩小跌幅，10年期国债收益率回到1.875%。部分人士预计美联储在3月货币政策会议上可能一次性加息50个基点。中概股盘前走势RLX科技盘前涨1.38%。今日“人民日报评论”发表文章：严查电子烟线上交易，管住卖向青少年的“第一支烟”。阿里巴巴涨0.03%，京东涨0.14%，拼多多涨1.43%。新能源汽车股涨跌不一，小鹏汽车跌0.25%，理想汽车涨0.16%、蔚来涨1.32%。重要美股盘前走势索尼续跌超4%，昨日大跌7%，因微软收购动视暴雪，索尼竞争压力加大。阿斯麦涨超2%，第四季度盈利超预期，但营收不及市场预期。不过，公司已经收到5台新一代光刻机订单，同时公司客户对提高芯片产能的需求非常迫切。消费贷公司SoFi Technologies大涨超17%，此前SoFi获得了美国货币监理署(OCC)和美联储的批准，成为一家银行控股公司，清除成为银行的最后一道监管障碍。福特涨0.37%.据报道，第四季度，福特汽车对Rivian的投资收益将达82亿美元。据悉，福特汽车是 Rivian早期投资人，目前持有 12% 股权。美国联合健康集团涨0.22%，联合健康第四季度营收和盈利均超市场预期，季度利润增长84%至40.71亿美元。宝洁涨1.25%。宝洁2022财年Q2净利同比增10%，上调全年业绩指引。美国银行涨2.8%。美国银行2021年四季度净利润70亿美元，超过预期。摩根士丹利盘前直线拉升，一度涨超3%。摩根士丹利2021年第四季度净利润及每股收益均超过预期。大宗商品走势国际油价震荡。俄罗斯和阿联酋地缘政治问题加剧了本已十分紧张的供需形势，尽管从伊拉克到土耳其的输油管道有望恢复正常运行，油价缩窄了涨幅。截至发稿，WTI原油期货价格报85.41美元/桶，涨幅0.68%；布伦特原油期货价格报88美元/桶，涨幅0.56%。黄金重新走强，因美元指数承压回落。但市场对美联储3月加息预期不断增加，使得美债收益率触及近两年新高至1.900%关口，金价上行仍面临较大阻力。截至发稿，纽约市场黄金期货价格报1817.65美元/盎司，涨幅0.29%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837205010,"gmtCreate":1629889603030,"gmtModify":1676530163268,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/837205010","repostId":"2162036708","repostType":2,"repost":{"id":"2162036708","kind":"news","pubTimestamp":1629867442,"share":"https://ttm.financial/m/news/2162036708?lang=en_US&edition=fundamental","pubTime":"2021-08-25 12:57","market":"us","language":"zh","title":"Well-known analyst: Apple's stock price will break through $200 next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2162036708","media":"新浪财经","summary":"知名科技分析师、Loup Ventures联合创始人吉恩-蒙斯特（Gene Munster）周二表示，在过去10年里，蒂姆-库克巩固了自己作为世界上最伟大CEO的地位。\n8月24日是库克就任苹果CEO","content":"<p><img src=\"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Gene Munster, a renowned technology analyst and co-founder of Loup Ventures, said on Tuesday that Tim Cook has solidified his position as the world's greatest CEO over the past 10 years.</p><p>Cook took office on August 24th.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The CEO's 10th anniversary. Munster said Cook has successfully maintained Apple's culture of making rich products while also advancing services, privacy, and security.</p><p>Munster said, \"Investors can sleep soundly knowing they own Apple stock.\"</p><p>Over the next 10 years, Apple expects to enter the automotive sector through electric vehicles and expand its influence in augmented reality or virtual reality through Apple Glasses.</p><p>Munster said these two areas represent only a small portion of Apple's current market capitalization and have huge potential markets.</p><p>He said he believes Apple's stock price will reach above $200 next year and advised investors to \"hang in there... I think it will continue to rise.\"</p><p>Apple shares fell 0.06% on Tuesday to close at $149.62. Since Cook became CEO, the company's stock price has risen by 1014%.</p><p><img src=\"https://static.tigerbbs.com/8767b3dae62be0d9216f37d6a7d430da\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","source":"XLCJ","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>Well-known analyst: Apple's stock price will break through $200 next year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWell-known analyst: Apple's stock price will break through $200 next year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-25 12:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Gene Munster, a renowned technology analyst and co-founder of Loup Ventures, said on Tuesday that Tim Cook has solidified his position as the world's greatest CEO over the past 10 years.</p><p>Cook took office on August 24th.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The CEO's 10th anniversary. Munster said Cook has successfully maintained Apple's culture of making rich products while also advancing services, privacy, and security.</p><p>Munster said, \"Investors can sleep soundly knowing they own Apple stock.\"</p><p>Over the next 10 years, Apple expects to enter the automotive sector through electric vehicles and expand its influence in augmented reality or virtual reality through Apple Glasses.</p><p>Munster said these two areas represent only a small portion of Apple's current market capitalization and have huge potential markets.</p><p>He said he believes Apple's stock price will reach above $200 next year and advised investors to \"hang in there... I think it will continue to rise.\"</p><p>Apple shares fell 0.06% on Tuesday to close at $149.62. Since Cook became CEO, the company's stock price has risen by 1014%.</p><p><img src=\"https://static.tigerbbs.com/8767b3dae62be0d9216f37d6a7d430da\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108251242357c3319c7&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3bb1c6ede0410c4ff7be664509ca84a9","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108251242357c3319c7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162036708","content_text":"知名科技分析师、Loup Ventures联合创始人吉恩-蒙斯特（Gene Munster）周二表示，在过去10年里，蒂姆-库克巩固了自己作为世界上最伟大CEO的地位。\n8月24日是库克就任苹果CEO十周年的日子。蒙斯特说，库克成功地维持了苹果的文化，即制造丰富的产品，同时也推进服务，隐私和安全。\n蒙斯特说：“知道自己拥有苹果股票，投资者可以安心地睡大觉了。”\n在未来10年，苹果预计将通过电动汽车进军汽车领域，并通过苹果眼镜（Apple Glasses）扩大其在增强现实或虚拟现实领域的影响力。\n蒙斯特说，这两个领域在苹果目前的市值中只反映了很小的一部分，而且有巨大的潜在市场。\n他说，他认为苹果股价明年将达到200美元以上，并建议投资者“坚持到底……我认为它会继续走高。”\n苹果股价周二下跌0.06%，收于149.62美元。自库克担任CEO以来，该公司股价累计上涨了1014%。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029513963,"gmtCreate":1652797531552,"gmtModify":1676535163566,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029513963","repostId":"1105191089","repostType":4,"repost":{"id":"1105191089","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652758592,"share":"https://ttm.financial/m/news/1105191089?lang=en_US&edition=fundamental","pubTime":"2022-05-17 11:36","market":"us","language":"zh","title":"Who is the second Tesla? Soros bet heavily on this company","url":"https://stock-news.laohu8.com/highlight/detail?id=1105191089","media":"Wind万得","summary":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中","content":"<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</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>Who is the second Tesla? Soros bet heavily on this company</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\">\nWho is the second Tesla? Soros bet heavily on this company\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-17 11:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105191089","content_text":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中一个。随着近十几年的发展，电动车市场越来越成熟，涌现出的品牌也越来越多，特斯拉凭借着Model 3和Model Y的畅销一直占据市场最大销售份额。从2017年的21%提升到2020年的28%，去年其市场份额出现下滑，下降至26%。据不完全统计，2022年第一季度，全球市场共417种电动车型号在销售，中国市场产出了264款。这么多品牌厮杀，特斯拉很难一直保持领先优势，投资大佬也在寻找“下一个特斯拉”。索罗斯一直钟情于美国电动皮卡品牌Rivian。根据上周披露的13F持仓报告，索罗斯旗下量子基金第一大重仓股依然是Rivian，持仓约1984万股，持仓市值约9.97亿美元，占投资组合比例为15.16%。Rivian是索罗斯去年第四季度新建仓个股，建仓后即为第一重仓股，到今年一季度持仓数量环比无任何变化，但市值已大幅缩水，因为Rivian年初至今已下跌近80%。索罗斯不仅重仓Rivian个股，从持仓比例变化来看，Q1买入最高的是Rivian的看涨期权。Rivian成立于2009年，较特斯拉要晚，是美国的一家电动汽车和自动驾驶技术厂商。Rivian与特斯拉不同，其从一开始就选择了一条在美国极其讨喜的赛道——电动皮卡车。上市前，Rivian就受到资本追捧。仅在2019年，Rivian就进行了4轮融资，筹集到了28.5亿美元的资金。其投资方包括亚马逊、福特汽车、贝莱德等知名企业及机构，其中亚马逊、贝莱德等投资方甚至多次参与其中。不过，在正式上市前，Rivian没有一款真正意义上的量产车交付给普通用户。虽然索罗斯重仓，但Rivian的经营数据并不好看，Q1财报显示，Rivian营收为9500万美元，低于市场普遍预期的1.312亿美元；净亏损为15.93亿美元，上年同期为4.14亿美元；调整后每股亏损为1.43美元，略好于市场预期的1.45美元。此前Rivian将其2022年的计划产量削减了一半至2.5万辆，仅是该公司去年在IPO路演中向投资者承诺的一半。自去年第三季度开始生产以来，Rivian到2021年底已生产了1015辆汽车，交付了920辆。若加上今年第一季度的产量，总产量达到了3,568辆。Rivian伊利诺伊州Normal工厂目前的年产能为15万辆，公司表示，计划在2023年前将该厂年产能提高到20万辆。Rivian另一家工厂定于2024年投产，最终将年产40万辆汽车，并生产电池。不仅索罗斯看好，摩根士丹利也维持对Rivian的“增持”评级。分析师Adam Jonas表示:“在将各种不良因素考虑进去后，即使目前整体股市低迷，但我们认为该公司目前的股价依然略低。通过估算，目前的股价并不足以反映该公司在2030年的20万辆电车年销量预期”。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":5084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224190,"gmtCreate":1651156619442,"gmtModify":1676534860590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090282032864880","idStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224190","repostId":"1123914915","repostType":4,"repost":{"id":"1123914915","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":1651153597,"share":"https://ttm.financial/m/news/1123914915?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:46","market":"other","language":"zh","title":"Most new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1123914915","media":"老虎资讯综合","summary":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","content":"<p><html><head></head><body>On April 28, most new energy vehicle stocks in the US stock market declined.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>It fell more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell nearly 4%.<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>It fell 2.2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" 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>Most new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMost new energy vehicle sectors in the US stock market declined, with Tesla falling nearly 4%.\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\">2022-04-28 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28, most new energy vehicle stocks in the US stock market declined.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>It fell more than 5%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell nearly 4%.<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>It fell 2.2%.<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" 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/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4548":"巴美列捷福持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4555":"新能源车","BK4581":"高盛持仓","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123914915","content_text":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"TSLA":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":4659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}