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雅格格
培养股市感觉的小白
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雅格格
雅格格
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09-04
$AppLovin Corporation(APP)$
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2024-11-20
$C3.ai, Inc.(AI)$
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雅格格
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2024-03-29
$iShares Bitcoin Trust(IBIT)$
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2024-03-26
$iShares Bitcoin Trust(IBIT)$
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雅格格
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2023-03-13
[微笑] [微笑]
硅谷银行 “多米诺效应” 持续发酵,多家港股上市公司紧急回应!
美国硅谷银行破产事件持续发酵。
硅谷银行 “多米诺效应” 持续发酵,多家港股上市公司紧急回应!
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雅格格
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2023-03-09
$宏利美国房地产投资信托(BTOU.SI)$
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雅格格
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2023-03-07
$金种子酒(600199)$
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雅格格
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2023-03-05
$Carvana Co.(CVNA)$
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雅格格
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2023-02-27
$Grab Holdings(GRAB)$ [捂脸] [捂脸]
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2023-02-23
$苹果(AAPL)$ [开心] [开心]
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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949216959","repostId":"2319704257","repostType":4,"repost":{"id":"2319704257","kind":"highlight","pubTimestamp":1678667649,"share":"https://ttm.financial/m/news/2319704257?lang=&edition=fundamental","pubTime":"2023-03-13 08:34","market":"sh","language":"zh","title":"硅谷银行 “多米诺效应” 持续发酵,多家港股上市公司紧急回应!","url":"https://stock-news.laohu8.com/highlight/detail?id=2319704257","media":"智通财经网","summary":"美国硅谷银行破产事件持续发酵。","content":"<html><head></head><body><p>智通财经APP获悉,美国财政部、美联储、联邦存款保险公司(FDIC)在<a href=\"https://laohu8.com/S/SIVB\">硅谷银行</a>事件后宣布采取行动。从3月13日周一开始,储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外,纽约州的Signature Bank今天被该州监管机构关闭,其所有存款人都将得到全额补偿,纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护,高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失,将根据法律要求,通过对银行进行特别评估来弥补。</p><p>美国硅谷银行破产事件持续发酵。美国监管文件显示,投资者和储户周四试图从硅谷银行提取420亿美元,这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令,截至3月9日,该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。</p><p>公开资料显示,SVB是一家主要为科创类企业提供融资等金融服务的上市银行,2022年末总资产规模达2118亿美元,按照合并资产排名来看,为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后,由于美联储大幅宽松,市场流动性充裕,投资热情高涨,科创企业获得了大量资金,并将其存放在SVB。根据SVB年报的数据,该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元,2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向,SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS),也就是“短债长投”,而这也带来了期限错配。</p><p>在投资人和<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>中享有盛誉的硅谷银行爆出惊天大雷,美国硅谷银行倒闭引发的市场恐慌还在不断发酵,不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。</p><p>截至3月12日,已有包括红杉资本在内的325家风投机构,签署了一份共同的支持硅谷银行声明。此外,雇用超过22000名员工的650名创始人也共同签署声明表示,要求监管部门阻止灾难发生。</p><p><b>恐慌情绪向全球蔓延 硅谷银行英国公司或将破产</b></p><p>英国央行(英格兰银行)发布公告称,打算向法院申请,将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间,该公司将停止付款或接受存款。英格兰银行称,SVB UK在英国的业务有限,没有支持金融系统的关键职能。</p><p>据市场消息,直到10日,SVB UK还表示它是硅谷银行的“独立子公司”,拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延,该公司当天被迫申请了18亿英镑的流动资金。</p><p><b>硅谷银行 “多米诺效应” 多上市公司上演逃出生天</b></p><p>在此背景下,SVB事件对国内公司的影响亦受到关注,康方生物、亚盛医药、基石药业等多家公司紧急回应,避免被“误伤”。</p><p>3月12日,康方生物消息,公司关注到,近期美国硅谷银行的相关事件引起了市场较多关注,公司特别声明:自成立以来,公司未曾与美国硅谷银行或其关联公司发生过业务合作,亦从未在美国硅谷银行或其关联公司有任何存款。</p><p>亚盛医药在港交所公告,有鉴于近期美国硅谷银行被勒令关闭的事件,公司特此声明,公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外,截止本公告日期,公司未在美国硅谷银行或其关联公司有任何存款。</p><p><a href=\"https://laohu8.com/S/02616\">基石药业-B</a>晚间公告,截至公告日,公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元,且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险,且聘用大型<a href=\"https://laohu8.com/S/FISI\">金融机构</a>提供商业银行服务,目前该等机构暂未面临流动性风险。因此,公司认为此次SVB事件对公司影响甚微。</p><p><img src=\"https://static.tigerbbs.com/87f794237505dadc109a29b642dfbf88\" tg-width=\"897\" tg-height=\"982\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>有医药投资者人表示,由于中国不少生物医药公司主要在港股以及科创板上市,而非在海外上市,预计受到硅谷银行破产事件影响或不大。</p><p>不过,谈及美国硅谷银行对金融和经济的影响,有投资者认为,“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力,并对经济施加进一步的下行压力。如果银行挤兑风险集中发生,可能引发股市崩盘,甚至催生金融危机,后果将难以设想。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>研报认为,美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露,不过硅谷银行的流动性压力未必意味着其将破产。诚然,市场恐慌情绪正在蔓延,但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机,也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积,美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险,未来局部性金融风险仍需防范。</p><p><a href=\"https://laohu8.com/S/601995\">中金公司</a>指出,SVB事件抑制市场风险偏好,对美国科技股尤为不利,不排除引发美股进一步调整。如果美国通胀难以快速回落,美债收益率在高位停留更久(high for longer),再加上金融风险暴露抑制风险偏好,美股估值将难以得到支撑。分析师还表示,不能低估当前美国科技行业的风险,对于美国经济与资本市场,也维持谨慎态度,不仅要关注流动性驱动、高估值资产的下跌风险,还要防范其对其它市场可能带来的外溢效应。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n硅谷银行 “多米诺效应” 持续发酵,多家港股上市公司紧急回应!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-13 08:34 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/890561.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始,储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外,纽约州的Signature Bank今天被该州监管机构关闭,其所有存款人都将得到全额补偿,纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护,高级管理人员也将被撤职。存款保险基金为...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/890561.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c85a7dfade591f6216f07139fba2e12d","relate_stocks":{"LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU1861217088.USD":"贝莱德金融科技A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4211":"区域性银行","BK4588":"碎股","IAT":"安硕美国地区银行ETF","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/890561.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2319704257","content_text":"智通财经APP获悉,美国财政部、美联储、联邦存款保险公司(FDIC)在硅谷银行事件后宣布采取行动。从3月13日周一开始,储户可以支取他们所有的资金。与硅谷银行破产有关的任何损失都不会由纳税人承担。此外,纽约州的Signature Bank今天被该州监管机构关闭,其所有存款人都将得到全额补偿,纳税人也不会承担任何损失。股东和某些无担保债券持有人将得不到保护,高级管理人员也将被撤职。存款保险基金为支持没有保险的储户而遭受的任何损失,将根据法律要求,通过对银行进行特别评估来弥补。美国硅谷银行破产事件持续发酵。美国监管文件显示,投资者和储户周四试图从硅谷银行提取420亿美元,这是10多年来美国最大的银行挤兑之一。根据加州金融保护和创新部周五提交的接管令,截至3月9日,该银行的现金余额为负的9.58亿美元。这揭示了这家银行面临的挤兑规模。美国联邦存款保险公司已将这家银行纳入破产管理程序。公开资料显示,SVB是一家主要为科创类企业提供融资等金融服务的上市银行,2022年末总资产规模达2118亿美元,按照合并资产排名来看,为全美第16大银行。SVB客户主要来自于科学技术、生命科学、医疗保健、高端消费、私募股权及风险投资(PE/VC)等科技初创领域。新冠疫情发生后,由于美联储大幅宽松,市场流动性充裕,投资热情高涨,科创企业获得了大量资金,并将其存放在SVB。根据SVB年报的数据,该行负债端所积累的存款从2019年底的618亿美元大幅上升至2021年底的1892亿美元,2022年底略降至1731亿美元。由于一时难以找到合适的贷款投向,SVB将大量存款用于购买久期较长的美国国债与抵押贷款支持证券(MBS),也就是“短债长投”,而这也带来了期限错配。在投资人和创业公司中享有盛誉的硅谷银行爆出惊天大雷,美国硅谷银行倒闭引发的市场恐慌还在不断发酵,不少投资者担心可能引发类似2008年次贷危机的全球金融海啸。截至3月12日,已有包括红杉资本在内的325家风投机构,签署了一份共同的支持硅谷银行声明。此外,雇用超过22000名员工的650名创始人也共同签署声明表示,要求监管部门阻止灾难发生。恐慌情绪向全球蔓延 硅谷银行英国公司或将破产英国央行(英格兰银行)发布公告称,打算向法院申请,将硅谷银行英国附属公司(以下简称“SVB UK”)列入银行破产程序。在此期间,该公司将停止付款或接受存款。英格兰银行称,SVB UK在英国的业务有限,没有支持金融系统的关键职能。据市场消息,直到10日,SVB UK还表示它是硅谷银行的“独立子公司”,拥有自己的资产负债表和“隔离”基金。但由于恐慌情绪在科技公司和投资者中蔓延,该公司当天被迫申请了18亿英镑的流动资金。硅谷银行 “多米诺效应” 多上市公司上演逃出生天在此背景下,SVB事件对国内公司的影响亦受到关注,康方生物、亚盛医药、基石药业等多家公司紧急回应,避免被“误伤”。3月12日,康方生物消息,公司关注到,近期美国硅谷银行的相关事件引起了市场较多关注,公司特别声明:自成立以来,公司未曾与美国硅谷银行或其关联公司发生过业务合作,亦从未在美国硅谷银行或其关联公司有任何存款。亚盛医药在港交所公告,有鉴于近期美国硅谷银行被勒令关闭的事件,公司特此声明,公司自成立以来未曾与美国硅谷银行或其关联公司发生过业务合作。此外,截止本公告日期,公司未在美国硅谷银行或其关联公司有任何存款。基石药业-B晚间公告,截至公告日,公司在SVB设立的营运账户中仅有少量现金结馀。公司在SVB的账户超出FDIC承保金额的部分低于60万美元,且占公司现金、现金等价物及定期存款总额低于0.5%。公司现金及资产配置较为多元化以最大程度降低风险,且聘用大型金融机构提供商业银行服务,目前该等机构暂未面临流动性风险。因此,公司认为此次SVB事件对公司影响甚微。有医药投资者人表示,由于中国不少生物医药公司主要在港股以及科创板上市,而非在海外上市,预计受到硅谷银行破产事件影响或不大。不过,谈及美国硅谷银行对金融和经济的影响,有投资者认为,“信心比黄金更珍贵。”美国硅谷银行破产动摇着不少美国储户对中小银行的信心。中小银行的脆弱性可能会削弱其信用创造的能力,并对经济施加进一步的下行压力。如果银行挤兑风险集中发生,可能引发股市崩盘,甚至催生金融危机,后果将难以设想。中信证券研报认为,美国硅谷银行困境的主因是美联储持续加息背景下流动性风险的暴露,不过硅谷银行的流动性压力未必意味着其将破产。诚然,市场恐慌情绪正在蔓延,但分析师认为目前硅谷银行的流动性压力尚不至于发展到债务危机,也不足以引发金融海啸。美国高利率环境下金融体系的风险在逐步累积,美债收益率曲线倒挂与债市流动性不足等问题可能放大局部金融风险,未来局部性金融风险仍需防范。中金公司指出,SVB事件抑制市场风险偏好,对美国科技股尤为不利,不排除引发美股进一步调整。如果美国通胀难以快速回落,美债收益率在高位停留更久(high for longer),再加上金融风险暴露抑制风险偏好,美股估值将难以得到支撑。分析师还表示,不能低估当前美国科技行业的风险,对于美国经济与资本市场,也维持谨慎态度,不仅要关注流动性驱动、高估值资产的下跌风险,还要防范其对其它市场可能带来的外溢效应。","news_type":1,"symbols_score_info":{"SIVB":1,"IAT":1}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949301376,"gmtCreate":1678338371896,"gmtModify":1678338374701,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/BTOU.SI\">$宏利美国房地产投资信托(BTOU.SI)$ 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[捂脸]","images":[{"img":"https://community-static.tradeup.com/news/7805f5ec11eeda32adef92b400c59498","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957557068","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957180343,"gmtCreate":1677083373283,"gmtModify":1677083377834,"author":{"id":"3567052570749059","authorId":"3567052570749059","name":"雅格格","avatar":"https://static.tigerbbs.com/05ae6cc5932b6444786d18919599ae1c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567052570749059","idStr":"3567052570749059"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ [开心] [开心] </a>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ [开心] [开心] </a>","text":"$苹果(AAPL)$ [开心] [开心]","images":[{"img":"https://community-static.tradeup.com/news/0fae3c937a0c9b61b2d21617a1894a93","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9957180343","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140117414288712","authorId":"4140117414288712","name":"Fadjri","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4140117414288712","idStr":"4140117414288712"},"content":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","text":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone here.","html":"A leave my comment here , i am happy to meet inside Tiger trade online.congrats to all and everyone 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