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yoyo6969
yoyo6969
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2022-10-30
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yoyo6969
yoyo6969
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2022-10-29
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Apple occupies the high ground, and the chill is coming.
当地时间10月27日,苹果公布了截至9月24日的第四财季财报。该业绩期内,苹果营业收入为901亿美元,同比增长8.1%;净利润为207.21亿美元,同比增长0.83%。苹果第四财季贴近摩根大通分析师做
Apple occupies the high ground, and the chill is coming.
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yoyo6969
yoyo6969
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2022-10-19
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Federal Reserve: The economy is hotter than expected; interest rates need to be raised higher to reduce inflation.
美联储工作人员们近日“大幅下调”了对美国潜在产出的评估。分析称,更低的潜在增长意味着去年和今年的经济过热程度超过了此前预期,这需要更多的加息或是更长时期低于趋势的增长,才能缩小产出缺口。美联储内部有影
Federal Reserve: The economy is hotter than expected; interest rates need to be raised higher to reduce inflation.
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yoyo6969
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2022-10-09
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Are American "new forces" having poor quality control? Rivian recalls almost all cars sold
Rivian 表示,这一安全隐患可能导致车轮过度外倾甚至倾斜,在一些极端情况下还会导致车轮与汽车分离,影响司机操控汽车。
Are American "new forces" having poor quality control? Rivian recalls almost all cars sold
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yoyo6969
yoyo6969
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2022-10-08
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yoyo6969
yoyo6969
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2022-10-07
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yoyo6969
yoyo6969
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2022-10-06
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yoyo6969
yoyo6969
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2022-09-30
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Large Options Orders | Tesla Options Trading Volume Surges! Apple's target price has been drastically reduced, with a large PUT order betting $120!
一、市场概览 (29/09)美东时间周四,经历了周三的短暂反弹后,对经济放缓的担忧情绪再次主导市场,三大指数急剧下跌,截至收盘,道琼斯指数跌1.54%,报29,225.61点;标普500指数跌2.11
Large Options Orders | Tesla Options Trading Volume Surges! Apple's target price has been drastically reduced, with a large PUT order betting $120!
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yoyo6969
yoyo6969
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2022-09-27
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Morgan Stanley, "Sister Wood," and the chief executive of Allianz simultaneously warned: the surging dollar will end in a crisis.
周一,美联储公布的数据显示,贸易加权名义美元指数上周突破了2020年3月创下的高点。过去5天美指上涨4%,涨幅为2020年3月新冠恐慌顶峰以来最大。同日,追踪包含石油、铜等工业金属和小麦等食品各种期货
Morgan Stanley, "Sister Wood," and the chief executive of Allianz simultaneously warned: the surging dollar will end in a crisis.
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yoyo6969
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2022-09-26
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Three departments: The policy of exempting new energy vehicles from vehicle purchase tax will be extended until the end of 2023.
财政部、税务总局、工业和信息化部发布关于延续新能源汽车免征车辆购置税政策的公告,对购置日期在2023年1月1日至2023年12月31日期间内的新能源汽车,免征车辆购置税。免征车辆购置税的新能源汽车,通
Three departments: The policy of exempting new energy vehicles from vehicle purchase tax will be extended until the end of 2023.
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","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9982181576","repostId":"1176991053","repostType":4,"isVote":1,"tweetType":1,"viewCount":5556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986771271,"gmtCreate":1667027848793,"gmtModify":1676537852077,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986771271","repostId":"1155301834","repostType":4,"repost":{"id":"1155301834","kind":"news","pubTimestamp":1667009770,"share":"https://ttm.financial/m/news/1155301834?lang=en_US&edition=fundamental","pubTime":"2022-10-29 10:16","market":"us","language":"zh","title":"Apple occupies the high ground, and the chill is coming.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155301834","media":"DoNews","summary":"当地时间10月27日,苹果公布了截至9月24日的第四财季财报。该业绩期内,苹果营业收入为901亿美元,同比增长8.1%;净利润为207.21亿美元,同比增长0.83%。苹果第四财季贴近摩根大通分析师做","content":"<p><html><head></head><body>On October 27 local time,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company released its financial results for the fourth fiscal quarter ending September 24. During the reporting period, Apple's revenue was $90.1 billion, a year-on-year increase of 8.1%; Net profit was $20.721 billion, up 0.83% year-over-year.</p><p>Apple's fourth fiscal quarter is close to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts' revenue forecast of $90 billion also exceeded the $88.6 billion expected by Wall Street and other institutions for the quarter. Therefore, Apple's fourth-quarter results are generally considered to be higher than the overall market expectations. However, due to the overall market downturn and the performance of the stock market that day, Apple's stock rebounded slightly after falling that day, and still fell 3.05% by the close of trading.</p><p>Although Apple's financial report has demonstrated its strong market revenue capabilities as a global technology leader, Apple faces numerous difficulties in continuing its upward trend in the next fiscal quarter, given the collective cooling of the global technology market.</p><p><b>01. iPhone 14 becomes a pillar of performance</b></p><p><b>Supply chain becomes key to performance</b></p><p>According to financial reports, Apple's iPhone business revenue in the fourth quarter was $42.6 billion, a year-on-year increase of 9.7%, which was largely in line with market forecasts. However, considering that there were only 9 days of new product sales this quarter and the performance-boosting effect has not been fully released, achieving such results is already not easy.</p><p>According to the latest data released by analyst firm Canalys, weak demand in the third quarter of 2022 led to global...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phone shipments fell 9% year-on-year to 298 million units.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It maintained its number one position in the market, but still declined by 8%, with shipments reaching 64.1 million units. Apple was the only manufacturer to achieve growth, with an 8% year-on-year increase and shipments of 53 million units.</p><p>However, it should be noted that even if positive shipment growth is maintained, some institutions have already adjusted their production forecasts for Apple iPhones, lowering them by 14% from the original 56 million units to 52 million units.</p><p>Therefore, from this perspective, the strong demand for Apple's new phones is partly due to its excellent product capabilities, and partly to the fact that Apple's new phones are facing production capacity supply difficulties. In this regard, Cook revealed in an earlier Apple earnings call that the limited supply of the high-end iPhone 14 Pro had affected sales to some extent.</p><p>However, it is a foregone conclusion that Apple iPhones will continue to be popular in the market. According to data from analysis firm Canalys, Apple's market share has increased from 15% to 18%, making it the manufacturer with the largest increase in market share. At the same time, Apple iPhones reaching over $800 also ensures the strong revenue capacity of its mobile phone business. According to industry analysts, Apple Pro models will account for 60% of the iPhone 14 series' sales, exceeding the previous sales share of high-end models.</p><p>In other words, thanks to the performance boost of the new model, Apple's iPhone revenue is likely to show impressive figures in both this quarter and next quarter.</p><p><b>02. Consumer electronics: two companies rejoice and one is sad.</b></p><p>Unlike the booming mobile phone business, the revenue of other consumer electronics products has its own hidden concerns.</p><p>According to financial reports, Apple's Mac business revenue reached $11.5 billion in the fourth fiscal quarter, a year-on-year increase of 25.4%. Analysis suggests that the significant recovery in Mac business is due to two main reasons: firstly, the supply-side issues affected by factors such as the pandemic in the second quarter have been resolved; and secondly, the value of Apple's new Macs equipped with self-developed chips has been recognized by consumers.</p><p>However, for Apple, the hidden concern does not lie in the product itself. According to data released by analyst firm Counterpoint Research on October 27, global personal computer shipments fell 15.5% year-on-year to 71.1 million units in the third quarter of 2022, marking another significant year-on-year decline following the severe annual decline in the second quarter. Shrinking market demand has severely impacted the entire PC industry chain. It is reported that many tech giants, including Apple, are seeking ways to cut costs, including freezing hiring, cutting funding, and even laying off employees.</p><p>The MAC business achieved impressive results during the industry downturn, while the iPad business was not so lucky. In response to a significant decline in demand for online entertainment and learning, Apple's iPad business revenue for the fourth fiscal quarter was $7.17 billion, a year-over-year decrease of 13.06%.</p><p>This is reminiscent of the year-on-year decline in revenue from iPads and Macs in the last fiscal quarter. Cook explained that the main reasons for this situation were supply constraints and a stronger dollar, and pinned his hopes on the peak sales season after September. However, with the MAC business emerging from its slump in this fiscal quarter while the iPad has still not improved, the objective impact of the industry environment has clearly affected iPad products, which have stronger entertainment attributes, are targeted at younger customers, and overlap with MAC functions.</p><p>In contrast, in the fourth fiscal quarter, revenue from wearable devices, home products and accessories reached $9.65 billion, a year-over-year increase of 9.8%, a still impressive performance. The main reasons for this were the stable overall environment and the impetus from new products, which were the main factors behind the performance.</p><p>Taking smartwatches as an example, in Apple's second fiscal quarter, according to analysis firm Canalys, global shipments of wearable wristbands increased by 2.0% to 41.7 million units, resuming growth after a 3.7% decline in the first quarter. The growth rate of smartwatches reached 9.3%. Apple ranks first in the global smartwatch market with a 26% market share, with shipments increasing by 6% year-on-year to 8.4 million units, more than double that of Samsung, which ranks second.</p><p>Clearly, Apple's wearable products, represented by products such as the Apple Watch and AirPods, are more portable and fashionable than other consumer electronics products, have a more frequent product update cycle, and can cover a wider consumer base than the personal computer business. Therefore, it is reasonable for them to record relatively excellent financial results.</p><p>Therefore, given the different market structures, Apple's three major businesses in the consumer electronics sector present a situation where two are happy and the other is sad.</p><p><b>03. Sluggish service revenue growth</b></p><p><b>The new measures, which are unethical, have drawn monopoly criticism again.</b></p><p>As another major revenue pillar for Apple, software services revenue reached $19.2 billion in the fourth quarter of fiscal year 2022, a year-over-year increase of 5%.</p><p>The market reacted enormously after the data was released. This marks the second decline in Apple's services growth curve following the revenue decline in the previous quarter. The 5% growth rate is not only lower than market expectations, but also the first time it has fallen into single digits.</p><p>In fact, in the face of a sharp decline in growth rate, Apple's self-rescue efforts in services have continued from last fiscal quarter to this fiscal quarter. In August, Bloomberg reported that Apple was expected to change its ad implementation rules, planning to expand advertising to more areas such as the iPhone and iPad. In October, Apple officially sent a notification email to iOS third-party developers, stating that it would display software-related ads in the \"Today\" tab of the Apple App Store and in the \"You May Also Like\" section at the bottom of every software page window.</p><p>This move marks the first time Apple has openly allowed third parties to freely place ads. Of course, the price that third-party service providers have to pay is the increased prices of Apple Music and Apple TV+ services. The price of Apple Music service has increased from $9.99 to $10.99 per month, while Apple TV+ has increased from $4.99 to $6.99.</p><p>This inevitably brings to mind Apple's ATT privacy policy (APP Tracking Transparency Privacy Policy) launched last year. Under the ATT framework, service providers need to obtain user permission before they can track users or access their devices' advertising identifiers (i.e., IDFAs). According to industry analysts, the policy has fatally switched and controlled third-party applications from traffic entry points, thus depriving them of the opportunity to proactively analyze customer product preferences. For third parties, losing the data foundation for optimizing advertising performance within the iOS ecosystem means losing a key link in precise advertising delivery, and thus losing the technological fertile ground for advertising revenue.</p><p>Last year, Apple tightened its grip, but this year it opened up. Amidst the industry downturn, Apple is pursuing broader advertising revenue channels and higher service prices, all of which are efforts to generate revenue. However, this premise is still under Apple's control. However, this premise is becoming looser.</p><p>The announcement of the new advertising space has sparked widespread controversy within the industry. Some analysts believe that if third parties lack sufficient willingness to pay for advertising, they will still have to pay out of their own pockets to purchase advertising slots that may be occupied and users lost. Similarly, this implicit forced purchase has sparked renewed discussion about Apple's monopoly position.</p><p>In fact, for a long time, \"crimes\" such as the \"30% Apple tax\" mentioned in the industry have not been friendly enough to small third-party service providers, and the practice of controlling data flow has \"made the world suffer for a long time.\"</p><p>Given the negative impressions accumulated by Apple's services, fierce protests against Apple's monopolistic practices have erupted across various regions this year: at the beginning of the year, India launched a large-scale antitrust investigation into Apple. On March 30, according to media reports, Apple faced a class-action lawsuit in the Netherlands, accusing the company of abusing its 30% commission monopoly on its App Store. Subsequently, Russia, Brazil, South Korea, and other countries also launched targeted investigations into Apple services.</p><p>The EU is taking a more thorough stance against Apple's services. According to a written statement previously issued by the European Commission to Apple, Apple has been restricting users from using other payment systems on Apple devices in recent years, citing the need to protect user security and privacy, and stated that Apple's anti-competitive behavior dates back to at least 2015. If the charges are upheld, Apple could face a fine of up to 10% of its global annual revenue, estimated at approximately $36.6 billion (approximately RMB 241.864 billion) based on revenue data from the previous fiscal year.</p><p>In early July, the EU officially passed the Digital Markets Act (DMA) and the Digital Services Act (DSA), which require large technology companies to \"allow users to install applications from third-party app stores and download them directly from the Internet\" and \"allow developers to provide third-party payment systems in their applications,\" among other things. The passage of this bill is considered to fundamentally limit the possibility of tech giants like Apple continuing to implement monopolistic terms.</p><p>All of the above are internal and external challenges facing Apple's services business. To increase revenue, simply expanding advertising channels and opening up technology may not be enough to save the declining tech giant.</p><p></body></html></p>","source":"dns","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 occupies the high ground, and the chill is coming.</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 occupies the high ground, and the chill is coming.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">DoNews</strong><span class=\"h-time small\">2022-10-29 10:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 27 local time,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company released its financial results for the fourth fiscal quarter ending September 24. During the reporting period, Apple's revenue was $90.1 billion, a year-on-year increase of 8.1%; Net profit was $20.721 billion, up 0.83% year-over-year.</p><p>Apple's fourth fiscal quarter is close to<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analysts' revenue forecast of $90 billion also exceeded the $88.6 billion expected by Wall Street and other institutions for the quarter. Therefore, Apple's fourth-quarter results are generally considered to be higher than the overall market expectations. However, due to the overall market downturn and the performance of the stock market that day, Apple's stock rebounded slightly after falling that day, and still fell 3.05% by the close of trading.</p><p>Although Apple's financial report has demonstrated its strong market revenue capabilities as a global technology leader, Apple faces numerous difficulties in continuing its upward trend in the next fiscal quarter, given the collective cooling of the global technology market.</p><p><b>01. iPhone 14 becomes a pillar of performance</b></p><p><b>Supply chain becomes key to performance</b></p><p>According to financial reports, Apple's iPhone business revenue in the fourth quarter was $42.6 billion, a year-on-year increase of 9.7%, which was largely in line with market forecasts. However, considering that there were only 9 days of new product sales this quarter and the performance-boosting effect has not been fully released, achieving such results is already not easy.</p><p>According to the latest data released by analyst firm Canalys, weak demand in the third quarter of 2022 led to global...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phone shipments fell 9% year-on-year to 298 million units.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It maintained its number one position in the market, but still declined by 8%, with shipments reaching 64.1 million units. Apple was the only manufacturer to achieve growth, with an 8% year-on-year increase and shipments of 53 million units.</p><p>However, it should be noted that even if positive shipment growth is maintained, some institutions have already adjusted their production forecasts for Apple iPhones, lowering them by 14% from the original 56 million units to 52 million units.</p><p>Therefore, from this perspective, the strong demand for Apple's new phones is partly due to its excellent product capabilities, and partly to the fact that Apple's new phones are facing production capacity supply difficulties. In this regard, Cook revealed in an earlier Apple earnings call that the limited supply of the high-end iPhone 14 Pro had affected sales to some extent.</p><p>However, it is a foregone conclusion that Apple iPhones will continue to be popular in the market. According to data from analysis firm Canalys, Apple's market share has increased from 15% to 18%, making it the manufacturer with the largest increase in market share. At the same time, Apple iPhones reaching over $800 also ensures the strong revenue capacity of its mobile phone business. According to industry analysts, Apple Pro models will account for 60% of the iPhone 14 series' sales, exceeding the previous sales share of high-end models.</p><p>In other words, thanks to the performance boost of the new model, Apple's iPhone revenue is likely to show impressive figures in both this quarter and next quarter.</p><p><b>02. Consumer electronics: two companies rejoice and one is sad.</b></p><p>Unlike the booming mobile phone business, the revenue of other consumer electronics products has its own hidden concerns.</p><p>According to financial reports, Apple's Mac business revenue reached $11.5 billion in the fourth fiscal quarter, a year-on-year increase of 25.4%. Analysis suggests that the significant recovery in Mac business is due to two main reasons: firstly, the supply-side issues affected by factors such as the pandemic in the second quarter have been resolved; and secondly, the value of Apple's new Macs equipped with self-developed chips has been recognized by consumers.</p><p>However, for Apple, the hidden concern does not lie in the product itself. According to data released by analyst firm Counterpoint Research on October 27, global personal computer shipments fell 15.5% year-on-year to 71.1 million units in the third quarter of 2022, marking another significant year-on-year decline following the severe annual decline in the second quarter. Shrinking market demand has severely impacted the entire PC industry chain. It is reported that many tech giants, including Apple, are seeking ways to cut costs, including freezing hiring, cutting funding, and even laying off employees.</p><p>The MAC business achieved impressive results during the industry downturn, while the iPad business was not so lucky. In response to a significant decline in demand for online entertainment and learning, Apple's iPad business revenue for the fourth fiscal quarter was $7.17 billion, a year-over-year decrease of 13.06%.</p><p>This is reminiscent of the year-on-year decline in revenue from iPads and Macs in the last fiscal quarter. Cook explained that the main reasons for this situation were supply constraints and a stronger dollar, and pinned his hopes on the peak sales season after September. However, with the MAC business emerging from its slump in this fiscal quarter while the iPad has still not improved, the objective impact of the industry environment has clearly affected iPad products, which have stronger entertainment attributes, are targeted at younger customers, and overlap with MAC functions.</p><p>In contrast, in the fourth fiscal quarter, revenue from wearable devices, home products and accessories reached $9.65 billion, a year-over-year increase of 9.8%, a still impressive performance. The main reasons for this were the stable overall environment and the impetus from new products, which were the main factors behind the performance.</p><p>Taking smartwatches as an example, in Apple's second fiscal quarter, according to analysis firm Canalys, global shipments of wearable wristbands increased by 2.0% to 41.7 million units, resuming growth after a 3.7% decline in the first quarter. The growth rate of smartwatches reached 9.3%. Apple ranks first in the global smartwatch market with a 26% market share, with shipments increasing by 6% year-on-year to 8.4 million units, more than double that of Samsung, which ranks second.</p><p>Clearly, Apple's wearable products, represented by products such as the Apple Watch and AirPods, are more portable and fashionable than other consumer electronics products, have a more frequent product update cycle, and can cover a wider consumer base than the personal computer business. Therefore, it is reasonable for them to record relatively excellent financial results.</p><p>Therefore, given the different market structures, Apple's three major businesses in the consumer electronics sector present a situation where two are happy and the other is sad.</p><p><b>03. Sluggish service revenue growth</b></p><p><b>The new measures, which are unethical, have drawn monopoly criticism again.</b></p><p>As another major revenue pillar for Apple, software services revenue reached $19.2 billion in the fourth quarter of fiscal year 2022, a year-over-year increase of 5%.</p><p>The market reacted enormously after the data was released. This marks the second decline in Apple's services growth curve following the revenue decline in the previous quarter. The 5% growth rate is not only lower than market expectations, but also the first time it has fallen into single digits.</p><p>In fact, in the face of a sharp decline in growth rate, Apple's self-rescue efforts in services have continued from last fiscal quarter to this fiscal quarter. In August, Bloomberg reported that Apple was expected to change its ad implementation rules, planning to expand advertising to more areas such as the iPhone and iPad. In October, Apple officially sent a notification email to iOS third-party developers, stating that it would display software-related ads in the \"Today\" tab of the Apple App Store and in the \"You May Also Like\" section at the bottom of every software page window.</p><p>This move marks the first time Apple has openly allowed third parties to freely place ads. Of course, the price that third-party service providers have to pay is the increased prices of Apple Music and Apple TV+ services. The price of Apple Music service has increased from $9.99 to $10.99 per month, while Apple TV+ has increased from $4.99 to $6.99.</p><p>This inevitably brings to mind Apple's ATT privacy policy (APP Tracking Transparency Privacy Policy) launched last year. Under the ATT framework, service providers need to obtain user permission before they can track users or access their devices' advertising identifiers (i.e., IDFAs). According to industry analysts, the policy has fatally switched and controlled third-party applications from traffic entry points, thus depriving them of the opportunity to proactively analyze customer product preferences. For third parties, losing the data foundation for optimizing advertising performance within the iOS ecosystem means losing a key link in precise advertising delivery, and thus losing the technological fertile ground for advertising revenue.</p><p>Last year, Apple tightened its grip, but this year it opened up. Amidst the industry downturn, Apple is pursuing broader advertising revenue channels and higher service prices, all of which are efforts to generate revenue. However, this premise is still under Apple's control. However, this premise is becoming looser.</p><p>The announcement of the new advertising space has sparked widespread controversy within the industry. Some analysts believe that if third parties lack sufficient willingness to pay for advertising, they will still have to pay out of their own pockets to purchase advertising slots that may be occupied and users lost. Similarly, this implicit forced purchase has sparked renewed discussion about Apple's monopoly position.</p><p>In fact, for a long time, \"crimes\" such as the \"30% Apple tax\" mentioned in the industry have not been friendly enough to small third-party service providers, and the practice of controlling data flow has \"made the world suffer for a long time.\"</p><p>Given the negative impressions accumulated by Apple's services, fierce protests against Apple's monopolistic practices have erupted across various regions this year: at the beginning of the year, India launched a large-scale antitrust investigation into Apple. On March 30, according to media reports, Apple faced a class-action lawsuit in the Netherlands, accusing the company of abusing its 30% commission monopoly on its App Store. Subsequently, Russia, Brazil, South Korea, and other countries also launched targeted investigations into Apple services.</p><p>The EU is taking a more thorough stance against Apple's services. According to a written statement previously issued by the European Commission to Apple, Apple has been restricting users from using other payment systems on Apple devices in recent years, citing the need to protect user security and privacy, and stated that Apple's anti-competitive behavior dates back to at least 2015. If the charges are upheld, Apple could face a fine of up to 10% of its global annual revenue, estimated at approximately $36.6 billion (approximately RMB 241.864 billion) based on revenue data from the previous fiscal year.</p><p>In early July, the EU officially passed the Digital Markets Act (DMA) and the Digital Services Act (DSA), which require large technology companies to \"allow users to install applications from third-party app stores and download them directly from the Internet\" and \"allow developers to provide third-party payment systems in their applications,\" among other things. The passage of this bill is considered to fundamentally limit the possibility of tech giants like Apple continuing to implement monopolistic terms.</p><p>All of the above are internal and external challenges facing Apple's services business. To increase revenue, simply expanding advertising channels and opening up technology may not be enough to save the declining tech giant.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/gQ-an3CjR5iYxljVCAw8Sw\">DoNews</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4527":"明星科技股","BK4501":"段永平概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","AAPL":"苹果","BK4507":"流媒体概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/gQ-an3CjR5iYxljVCAw8Sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155301834","content_text":"当地时间10月27日,苹果公布了截至9月24日的第四财季财报。该业绩期内,苹果营业收入为901亿美元,同比增长8.1%;净利润为207.21亿美元,同比增长0.83%。苹果第四财季贴近摩根大通分析师做出的收入为900亿美元的预测,也高于华尔街等机构对该季度886亿美元的预期。因此,苹果第四财季业绩基本被认为高于市场整体预期,但受限于整体市场换下及当日股票市场表现,苹果股票当日下挫后小幅反弹,至盘终仍下跌3.05%。尽管苹果财报的出炉,让市场看到其作为全球科技龙头强悍的市场营收能力,但在全球科技市场集体遇冷的情况下,苹果要想在下一个财季继续逆市上升的表现,面前可谓是困难重重。01.iPhone14成业绩支柱供应链竟成业绩关键据财报显示,苹果第四季度 iPhone 业务收入 426 亿美元,同比增长 9.7%,与市场机构预测基本吻合。但考虑到本季新品销售仅有9天,其业绩提振效果并未完全释放的情况下,取得如上业绩已经不易。据分析机构Canalys最新发布的数据显示,2022年第三季度的需求疲软导致全球智能手机出货量同比下降9%,至2.98亿部。三星捍卫了其市场第一的位置,但仍下降8%,出货量为6410万部。而苹果是唯一实现增长的厂商,同比增长8%,出货量为5300万台,不过需要注意的是,即使维持正增长出货量,此前就已经有机构对苹果手机的产量调整了预期,将其从原先的5600万部,降低14%调至5200万部。所以从这一角度来解读苹果新机的需求火爆,一方面确实是因为产品力出色,另一方面也侧面说明了苹果新机遭遇产能供应困境。而这一点上,早前的苹果业绩沟通会中,库克就就有所透露:高端手机iPhone 14 Pro供应受限而影响了一定销售。不过,苹果手机持续受到市场热捧已成定局,据分析机构Canalys数据显示,苹果手机市场份额从 15% 提升至 18%,是份额提升最多的厂商,同时,苹果手机达到 800 美元以上,也同样保证了其手机业务强大的营收能力。而在业界分析师的观察预测下,苹果Pro机型的销售额将占iPhone 14系列的60%,超过历次高端机型在销售额的占比。也就是说,依靠新机的业绩提振,苹果手机营收在本季度及下季度业绩都有可能体现出靓丽的数字。02.消费电子,两家欢喜一家愁与手机业务爆火不同的是,其他消费电子产品的营收可谓各有隐忧。据财报显示,苹果第四财季 Mac 业务收入115亿美元,同比增长25.4%。据分析 Mac 业务大幅回暖原因,一方面因为受二季度疫情等因素影响的供应端问题已经得到解决,另一方面是苹果MAC新品搭载自研芯片体现出的产品价值得到消费群体的认可。不过,对于苹果来说,其隐忧并不在产品本身。据分析机构Counterpoint Research10月27日发布的数据显示,2022年第三季度,全球个人电脑出货量同比下降15.5%至7110万台,这是继第二季度严重的年度连续下降后的又一波巨大的同比下降。市场需求萎缩已经严重影响整个PC产业链,据悉包括苹果在内的诸多科技巨头,都在寻求削减开支的渠道,其中不乏冻结招聘、压缩经费甚至裁员等方式。MAC业务在行业寒冬下取得了喜人的业绩,相比之下iPad业务就没有那么好的运气了。作为在线娱乐学习需求严重萎缩的反应,苹果第四财季iPad业务营收为71.7亿美元,同比下降13.06%。这让人想起了上一财季面对iPad、Mac等营收均同比下滑时,库克曾解释说,造成这一局面的主要原因是供应限制和美元走强所致,并将希望寄托在了9月份之后销售旺季。但是,在本财季中,MAC业务走出泥潭而iPad依然没有起色的局势下,产业大环境的客观影响已经明显的作用在了娱乐属性更强、客户定位更低龄且与MAC功用部分重叠的iPad产品。与此相反的是,在第四财季,可穿戴设备、家居产品及配件收入为96.5亿美元,同比增长9.8%,成绩依然喜人。究其原因,大环境稳定及新品拉动成为业绩过关的主要因素。以智能手表为例,在苹果第二财季时,据分析机构Canalys统计,全球可穿戴腕带设备出货量增长2.0%,达到4170万部,在第一季度下降3.7%后再度恢复增长。其中智能手表的增长率达到9.3%。而苹果以26%的市场份额位居全球智能手表市场首位,出货量同比增长6%,至840万台,高出排在第二的三星两倍之多。显然,以Apple Watch和AirPods等产品为代表的苹果可穿戴产品,相比于其他消费电子产品更具有便携性和时尚性,在产品更新上更有节奏周期,可覆盖消费人群相对个人电脑业务来说更为广泛,录得相对优异的财报业绩也符合情理当中。所以,在市场结构不尽相同的情况下,苹果消费电子板块的三大业务,呈现出两家欢喜一家愁的景象。03.服务营收增长乏力新措施吃相难看又遭垄断质疑作为苹果另一大营收支柱,2022 财年第四季度的软件服务收入192亿美元,同比增长5%。数据公布后,市场反应巨大。这是苹果服务增长曲线继上季度营收下降后再度下滑,5%的增长幅度不仅低于市场预期,更是首次跌入个位数比例。实际上,面对增长率的大幅下滑,苹果服务自救已经从上个财季延续到了这个财季。在8月份彭博社就报道称苹果有望更改广告推行规则,计划将广告扩展到iPhone和iPad等更多领域。而在10月份,苹果就正式给iOS第三方开发者发出了通知邮件,表示将在苹果应用商店的“今日”标签,以及在每一个软件页面窗口底部的“你可能也喜欢”板块,显示软件相关的广告。此举意味着苹果第一次以开放的姿态允许第三方自由放置广告。当然,第三方服务商需要付出的代价是被上调的Apple Music和Apple TV+服务的价格。其中,Apple Music服务价格从每月9.99美元上调至10.99美元,而Apple TV+从4.99美元上调至6.99美元。这不由得让人想起了去年苹果推出的ATT隐私政策(APP Tracking Transparency隐私政策)。在ATT框架下,服务商需要征得用户许可,然后才能跟踪用户或访问其设备的广告标识符(即IDFA)。据业界分析,该政策从流量入口对第三方应用进行了致命的开关设置与把控,从而让第三方失去主动分析客户产品偏好的机会,而对于第三方,失去iOS生态内广告效果优化的数据基础,也就失去了广告精准投放的关键环节,进而失去广告营收的技术土壤。去年收紧,今年开放,苹果在行业寒冬之下追求更广泛的广告营收渠道、更高的服务价格,都是为了创收而进行的努力,但前提是苹果生态还处于苹果的控制当中,不过这个前提也正在变得松动起来。新增广告展示位通知发布后,引起业界内的广泛争议。有分析人士认为,第三方在没有足够付费意愿添置广告的情况下,面对可能被占领的广告位及用户流失的局面,还是要自掏腰包进行购买。同样,这一隐性强制购买行为,引发了对苹果垄断地位的再次讨论。实际上,长期以来像业内口中“30%苹果税”这样的“罪行”,一直对第三方小型服务商不够友好,控制数据流的做法更是“让天下苦苹果久矣”。鉴于苹果服务积累下的负面印象,今年以来,各地区对苹果垄断的行为都爆发出激烈的反抗:年初,印度对苹果开启大规模的反垄断调查。3月30日,据相关媒体报道,苹果公司在荷兰遭遇集体诉讼,该公司App Store被指控滥用30%佣金的垄断地位。随后俄罗斯、巴西、韩国等国也对苹果服务进行针对性的调查。对苹果服务下手更彻底是,是欧盟。据欧盟委员会此前向苹果公司发出的一份书面声明中称,近年来苹果一直以保护用户安全和隐私为由,限制用户在苹果设备上使用其他支付系统,并称苹果的这一反竞争行为可以至少追溯到2015年。如果这一指控成立,苹果最高将面临其全球年营业额10%的罚款,按上一财年的营业额数据估算约为366亿美元(约合人民币2418.64亿元)。而在7月初,欧盟正式通过了《数字市场法案》(DMA)和《数字服务法案》(DSA),法案包括:要求大型科技公司必须“允许用户从第三方应用商店安装应用,并直接从互联网侧下载”“允许开发者在应用中提供第三方支付系统”等内容。这一法案的通过,被认为从根本上限制了苹果这样的科技巨头继续推行垄断性条款的可能。以上种种,都是苹果服务业务要面对的内忧外患,想要提高增收,单单靠广告渠道的拓宽和技术层面的开放,恐怕已经无法挽救下坠中的科技巨头了。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983177912,"gmtCreate":1666194124937,"gmtModify":1676537721008,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983177912","repostId":"1154291513","repostType":4,"repost":{"id":"1154291513","kind":"news","pubTimestamp":1666193836,"share":"https://ttm.financial/m/news/1154291513?lang=en_US&edition=fundamental","pubTime":"2022-10-19 23:37","market":"us","language":"zh","title":"Federal Reserve: The economy is hotter than expected; interest rates need to be raised higher to reduce inflation.","url":"https://stock-news.laohu8.com/highlight/detail?id=1154291513","media":"华尔街见闻","summary":"美联储工作人员们近日“大幅下调”了对美国潜在产出的评估。分析称,更低的潜在增长意味着去年和今年的经济过热程度超过了此前预期,这需要更多的加息或是更长时期低于趋势的增长,才能缩小产出缺口。美联储内部有影","content":"<p><html><head></head><body>Federal Reserve staff recently \"significantly lowered\" their assessment of potential U.S. output. Analysts say lower potential growth means that the economy overheated more than previously expected last year and this year, requiring more rate hike or a longer period of below-trend growth to narrow the output gap. Influential staff within the Federal Reserve believe that the U.S. economy is hotter than they imagined, which helps explain why inflation remains at a 40-year high and provides a reason for the Fed to conduct more rate hike.</p><p>Due to disappointing productivity growth and slow increases in labour force participation rates,<b>Federal Reserve staff recently \"significantly lowered\" their assessment of potential U.S. output.</b>Potential gross domestic product is an estimate of how fast the economy can run without tightening resources and generating higher inflation.</p><p>Staff also expect that,<b>The U.S. unemployment rate will rise more slowly than they previously estimated, and until the end of 2025, the unemployment rate will remain below the level they expect to potentially contain inflation.</b></p><p>Media reports quoted former Federal Reserve economist Anna Wong as saying,<b>This has an important impact on policy. Lower potential growth means that the economy overheated more than previously expected last year and this year, requiring more rate hike or a longer period of below-trend growth to narrow the output gap.</b></p><p>Although the Federal Reserve staff who made the above conclusions do not formulate policy, the relevant conclusions provide very important information that may influence the actions of Fed policymakers. Currently, the market generally expects the Federal Reserve to rate hike by 75 basis points again at its November meeting, marking the fourth consecutive rate hike of this magnitude. The market has not ruled out the possibility of continuing the 75 basis point rate hike in December.</p><p>The U.S. economy has slowed significantly this year, but if the economic level remains above its long-term trend, this explains why inflation continues to rise broadly and persist across multiple sectors.</p><p>Data released last week by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose 8.2% year-on-year in September, higher than the market expectation of 8.1% and the previous value of 8.3%. The CPI rose 0.4% month-on-month in September, double the market expectation of 0.2% and significantly higher than the previous value of 0.1%. The core CPI rose 6.6% year-on-year in September, not only higher than the market expectation of 6.5% and the previous value of 6.3%, but also reaching a new high since August 1982; Core CPI rose 0.6% month-on-month for the second consecutive month, higher than the market expectation of 0.4%.</p><p>U.S. employment data for September was also quite strong, with 263,000 new non-farm payrolls added in September, compared to the expected 255,000. The unemployment rate is only 3.5%, the lowest level in 50 years; Average hourly wages rose steadily, with average hourly wages increasing by 5% year-on-year in September.</p><p>William English, former head of the Federal Reserve's Monetary Affairs Department and current professor at the Yale School of Management, said the U.S. economy appears quite resilient, and the labor market may need to slow significantly to alleviate pressure on demand and wages. Future Federal Funds rate are expected to be higher than the Federal Reserve's latest estimates, unemployment will be higher, and inflation will decline more slowly than current officials anticipate.</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>Federal Reserve: The economy is hotter than expected; interest rates need to be raised higher to reduce 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\">\nFederal Reserve: The economy is hotter than expected; interest rates need to be raised higher to reduce 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\">2022-10-19 23:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Federal Reserve staff recently \"significantly lowered\" their assessment of potential U.S. output. Analysts say lower potential growth means that the economy overheated more than previously expected last year and this year, requiring more rate hike or a longer period of below-trend growth to narrow the output gap. Influential staff within the Federal Reserve believe that the U.S. economy is hotter than they imagined, which helps explain why inflation remains at a 40-year high and provides a reason for the Fed to conduct more rate hike.</p><p>Due to disappointing productivity growth and slow increases in labour force participation rates,<b>Federal Reserve staff recently \"significantly lowered\" their assessment of potential U.S. output.</b>Potential gross domestic product is an estimate of how fast the economy can run without tightening resources and generating higher inflation.</p><p>Staff also expect that,<b>The U.S. unemployment rate will rise more slowly than they previously estimated, and until the end of 2025, the unemployment rate will remain below the level they expect to potentially contain inflation.</b></p><p>Media reports quoted former Federal Reserve economist Anna Wong as saying,<b>This has an important impact on policy. Lower potential growth means that the economy overheated more than previously expected last year and this year, requiring more rate hike or a longer period of below-trend growth to narrow the output gap.</b></p><p>Although the Federal Reserve staff who made the above conclusions do not formulate policy, the relevant conclusions provide very important information that may influence the actions of Fed policymakers. Currently, the market generally expects the Federal Reserve to rate hike by 75 basis points again at its November meeting, marking the fourth consecutive rate hike of this magnitude. The market has not ruled out the possibility of continuing the 75 basis point rate hike in December.</p><p>The U.S. economy has slowed significantly this year, but if the economic level remains above its long-term trend, this explains why inflation continues to rise broadly and persist across multiple sectors.</p><p>Data released last week by the U.S. Bureau of Labor Statistics showed that the U.S. CPI rose 8.2% year-on-year in September, higher than the market expectation of 8.1% and the previous value of 8.3%. The CPI rose 0.4% month-on-month in September, double the market expectation of 0.2% and significantly higher than the previous value of 0.1%. The core CPI rose 6.6% year-on-year in September, not only higher than the market expectation of 6.5% and the previous value of 6.3%, but also reaching a new high since August 1982; Core CPI rose 0.6% month-on-month for the second consecutive month, higher than the market expectation of 0.4%.</p><p>U.S. employment data for September was also quite strong, with 263,000 new non-farm payrolls added in September, compared to the expected 255,000. The unemployment rate is only 3.5%, the lowest level in 50 years; Average hourly wages rose steadily, with average hourly wages increasing by 5% year-on-year in September.</p><p>William English, former head of the Federal Reserve's Monetary Affairs Department and current professor at the Yale School of Management, said the U.S. economy appears quite resilient, and the labor market may need to slow significantly to alleviate pressure on demand and wages. Future Federal Funds rate are expected to be higher than the Federal Reserve's latest estimates, unemployment will be higher, and inflation will decline more slowly than current officials anticipate.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3672773\">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/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3672773","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154291513","content_text":"美联储工作人员们近日“大幅下调”了对美国潜在产出的评估。分析称,更低的潜在增长意味着去年和今年的经济过热程度超过了此前预期,这需要更多的加息或是更长时期低于趋势的增长,才能缩小产出缺口。美联储内部有影响力的工作人员们认为,美国经济比他们想象的还要热,这有助于解释为什么通胀仍处于40年来的高位,这也为美联储进行更多加息提供了理由。由于生产率增长令人失望,以及劳动力参与率增加缓慢,美联储工作人员们近日“大幅下调”了对美国潜在产出的评估。潜在的国内生产总值,是对经济在不紧缩资源和产生更高通胀的情况下,能够以多快的速度运行的估计。工作人员们还预计,美国失业率的上升速度将比他们之前估计的要慢,到2025年底前,失业率将持续低于他们预计的可能制约通胀的水平。媒体援引前美联储经济学家Anna Wong点评称,这对政策的影响是重要的。更低的潜在增长意味着去年和今年的经济过热程度超过了此前预期,这需要更多的加息或是更长时期低于趋势的增长,才能缩小产出缺口。虽然给出上述结论的美联储工作人员们不制定政策,但相关结论提供了非常重要的信息,可能会影响美联储决策者们的行动。目前,市场普遍预计美联储在11月的会议上再次加息75个基点,为连续第四次如此大规模加息。对于12月继续加息75基点,市场也没排除这一可能。美国经济今年以来显著放缓,但如果经济水平仍高于其长期趋势,这也就解释了为什么通胀继续在多个领域广泛地增长且顽固不下。美国劳工统计局上周公布的数据显示,美国9月CPI同比上涨8.2%,高于市场预期的8.1%,前值8.3%;9月CPI环比上涨0.4%,是市场预期0.2%的两倍,并大幅高于前值0.1%。9月核心CPI同比上涨6.6%,不仅高于市场预期的6.5%以及前值的6.3%,而且再创1982年8月以来的新高;核心CPI环比连续第二个月攀升0.6%,高于市场预期的0.4%。美国9月就业数据也颇为强劲,9月非农新增26.3万人,预期25.5万人;失业率仅3.5%,处于50年来的最低水平;平均时薪稳步上升,9月平均每小时工资同比增5%。此前曾担任过美联储货币事务部负责人、现任耶鲁大学管理学院教授William English表示,美国经济似乎相当有弹性,劳动力市场可能需要大幅放缓,以减轻需求和工资的压力。预计未来的联邦基金利率会比美联储最新估计的要高,失业率也会更高,而通货膨胀的下降速度比现任官员们预期的要慢。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":7057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914521904,"gmtCreate":1665322257708,"gmtModify":1676537587456,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914521904","repostId":"2274373217","repostType":4,"repost":{"id":"2274373217","kind":"highlight","pubTimestamp":1665298374,"share":"https://ttm.financial/m/news/2274373217?lang=en_US&edition=fundamental","pubTime":"2022-10-09 14:52","market":"hk","language":"zh","title":"Are American \"new forces\" having poor quality control? Rivian recalls almost all cars sold","url":"https://stock-news.laohu8.com/highlight/detail?id=2274373217","media":"华尔街见闻","summary":"Rivian 表示,这一安全隐患可能导致车轮过度外倾甚至倾斜,在一些极端情况下还会导致车轮与汽车分离,影响司机操控汽车。","content":"<p><html><head></head><body>Rivian has recalled almost all of its vehicles due to safety concerns caused by loose parts. On Saturday, October 8 local time, US electric vehicle manufacturer Rivian issued a notice stating that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed. This problem could cause the wheels to tilt excessively outward or even tilt, and in some extreme cases, it could even cause the wheels to separate from the car, affecting the driver's control of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a Rivian spokesperson said the recall involves approximately 13,000 vehicles manufactured by the company between the end of 2021 and September 2022, and there are currently no known casualties related to the potential issue. Rivian estimate,<b>Of the recalled vehicles, 1% were affected by the problem.</b></p><p>The spokesperson also stated that Rivian first began producing cars in September 2021 and had produced more than 15,000 vehicles by the third quarter of this year. The recall affects all three models currently sold by Rivian: electric pickup trucks, SUVs, and commercial delivery vans.</p><p>Rivian emailed all affected customers about the recall, and<b>The financial impact of the recall is expected to be negligible, and all vehicles are expected to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is ramping up production at its Illinois plant to meet its annual production target of 25,000 vehicles.</p><p>Despite Rivian's brilliant IPO last year, the situation is even tougher this year, with supply shortages, particularly in semiconductors, continuing to hinder its production increases and driving up costs. The company's stock price has fallen nearly 67% this year.</p><p>Rivian's stock price was largely flat in after-hours trading following news of the recall late Friday. As of Friday's market close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>According to a notification submitted to the National Highway Traffic Safety Administration, Rivian became aware of the safety hazard in August of this year and subsequently launched an investigation. As of September 28, the company had discovered six cases of loose parts and decided to recall these vehicles.</p><p>In a letter, Rivian CEO RJ Scaringe reminded customers to stop driving if they experience any steering problems, adding, \"It's important not to downplay the potential risks and why we're voluntarily conducting the recall.\"</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>Are American \"new forces\" having poor quality control? Rivian recalls almost all cars sold</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\">\nAre American \"new forces\" having poor quality control? Rivian recalls almost all cars sold\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\">2022-10-09 14:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rivian has recalled almost all of its vehicles due to safety concerns caused by loose parts. On Saturday, October 8 local time, US electric vehicle manufacturer Rivian issued a notice stating that a fastener connecting the control arm and steering knuckle on its vehicle may be improperly installed. This problem could cause the wheels to tilt excessively outward or even tilt, and in some extreme cases, it could even cause the wheels to separate from the car, affecting the driver's control of the car. The company decided to recall almost all of its vehicles.</p><p>According to media reports, a Rivian spokesperson said the recall involves approximately 13,000 vehicles manufactured by the company between the end of 2021 and September 2022, and there are currently no known casualties related to the potential issue. Rivian estimate,<b>Of the recalled vehicles, 1% were affected by the problem.</b></p><p>The spokesperson also stated that Rivian first began producing cars in September 2021 and had produced more than 15,000 vehicles by the third quarter of this year. The recall affects all three models currently sold by Rivian: electric pickup trucks, SUVs, and commercial delivery vans.</p><p>Rivian emailed all affected customers about the recall, and<b>The financial impact of the recall is expected to be negligible, and all vehicles are expected to be inspected within 30 days.</b></p><p>The recall comes at a critical time for Rivian, which is ramping up production at its Illinois plant to meet its annual production target of 25,000 vehicles.</p><p>Despite Rivian's brilliant IPO last year, the situation is even tougher this year, with supply shortages, particularly in semiconductors, continuing to hinder its production increases and driving up costs. The company's stock price has fallen nearly 67% this year.</p><p>Rivian's stock price was largely flat in after-hours trading following news of the recall late Friday. As of Friday's market close, Rivian's market capitalization was $33.7 billion.<img src=\"https://static.tigerbbs.com/1320cb93a709ac148d43d4a22676a498\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>According to a notification submitted to the National Highway Traffic Safety Administration, Rivian became aware of the safety hazard in August of this year and subsequently launched an investigation. As of September 28, the company had discovered six cases of loose parts and decided to recall these vehicles.</p><p>In a letter, Rivian CEO RJ Scaringe reminded customers to stop driving if they experience any steering problems, adding, \"It's important not to downplay the potential risks and why we're voluntarily conducting the recall.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3671902\">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/fbe1978aa2a9f9f30678043cc1967d5f","relate_stocks":{"BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3671902","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274373217","content_text":"由于零部件松动带来的安全隐患,Rivian 召回了几乎所有生产的车辆。当地时间10月8日周六,美国电动车制造商 Rivian 发布通知称,连接其车辆上控制臂和转向节的一个紧固件可能安装不当,这一问题可能导致车轮过度外倾甚至倾斜,在一些极端情况下还会导致车轮与汽车分离,影响司机操控汽车。该公司决定召回几乎所有的车辆。据媒体报道,Rivian 的一名发言人表示,此次召回涉及该公司在2021年底至2022年9月期间生产的约1.3万辆汽车,目前还没有已知与该潜在问题有关的人员伤亡。Rivian 估计,在被召回的车辆中,有1%的车辆受到该问题的影响。发言人还称,Rivian 于2021年9月首次开始生产汽车,截至今年第三季度共生产了1.5万多辆汽车。此次召回涉及 Rivian 目前销售的所有三款车型:电动皮卡、SUV和商用送货货车。Rivian 向所有受影响的客户发送了关于召回的电子邮件,并预计召回的财务影响可以忽略不计,并希望在30天内对所有车辆进行检查。此次召回发生在 Rivian 的关键时刻,该公司为了实现2.5万辆的全年生产目标,正在加快其位于伊利诺伊州工厂的生产。尽管 Rivian 去年在IPO中大放异彩,但今年的形势更为艰难,供应方面尤其是半导体的短缺继续阻碍其增产,并推高了成本。该公司股价今年以来下跌了近67%。在周五晚些时候传出召回消息后,Rivian 的股价在盘后交易中基本持平。截至周五收盘,Rivian的市值为337亿美元。根据提交给美国国家公路交通安全管理局的一份通知,今年8月,Rivian 得知了这一安全隐患并随后展开了调查。截至9月28日,该公司发现了6起零部件松动的案例,并决定召回这些车辆。Rivian 首席执行官 RJ Scaringe 一封信中提醒客户,如果遇到任何转向问题请停止驾驶车辆,“重要的是不要淡化潜在风险,以及为什么我们自愿进行召回”。","news_type":1,"symbols_score_info":{"RIVN":1}},"isVote":1,"tweetType":1,"viewCount":5413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914819662,"gmtCreate":1665228291056,"gmtModify":1676537576069,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914819662","repostId":"2273336343","repostType":4,"isVote":1,"tweetType":1,"viewCount":5419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915744095,"gmtCreate":1665116204317,"gmtModify":1676537560438,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915744095","repostId":"2273332769","repostType":4,"isVote":1,"tweetType":1,"viewCount":5402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915646522,"gmtCreate":1665028517866,"gmtModify":1676537546995,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915646522","repostId":"2273482122","repostType":4,"isVote":1,"tweetType":1,"viewCount":5235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916367716,"gmtCreate":1664513668536,"gmtModify":1676537469693,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916367716","repostId":"1139505037","repostType":4,"repost":{"id":"1139505037","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":1664508328,"share":"https://ttm.financial/m/news/1139505037?lang=en_US&edition=fundamental","pubTime":"2022-09-30 11:25","market":"us","language":"zh","title":"Large Options Orders | Tesla Options Trading Volume Surges! Apple's target price has been drastically reduced, with a large PUT order betting $120!","url":"https://stock-news.laohu8.com/highlight/detail?id=1139505037","media":"老虎资讯综合","summary":"一、市场概览 (29/09)美东时间周四,经历了周三的短暂反弹后,对经济放缓的担忧情绪再次主导市场,三大指数急剧下跌,截至收盘,道琼斯指数跌1.54%,报29,225.61点;标普500指数跌2.11","content":"<p><html><head></head><body><b>I. Market Overview (29/09)</b></p><p>On Thursday, Eastern Time, after a brief rebound on Wednesday, concerns about an economic slowdown once again dominated the market, causing the three major indexes to fall sharply, with the Dow Jones Industrial Average closing down 1.54% at 29,225.61 points. The S&P 500 fell 2.11% to 3,640.47 points; The Nasdaq fell 2.84% to 10,737.51 points.</p><p>The total trading volume in the options market reached 38,531,268 contracts, higher than the 90-day average trading volume, of which call and put options each accounted for 50%.</p><p>The S&P 500 ETF-SPY options traded 8.68 million contracts, a decrease from the previous trading day, of which put options accounted for 58.3%.</p><p><b>II. Top 10 Options Trading Volume</b></p><p><img src=\"https://static.tigerbbs.com/ebf59276483496b8d180742290a53749\" tg-width=\"1242\" tg-height=\"2141\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 6.81% at $268.21 on Thursday. Options contracts were traded at 2.422 million, a significant increase of 65% compared to the previous trading day; Call options account for 51.5% of all options trading. Among them, the $270 strike price put option expiring on September 30, 2022, saw particularly high trading volume, with 123,405 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/3cdb28daa6b4841e524ed891b8bbc231\" tg-width=\"1579\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>It closed down 2.88% at $271.87 on Thursday. Options contracts traded 2.572 million contracts, a 30% decrease compared to the previous trading day; Put options accounted for 55.4% of all options trading. Among them, the $265 strike price put option expiring on September 30, 2022, saw particularly high trading volume, with 88,512 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/8bf423aa5841552ca7a4d219cd3ad028\" tg-width=\"1580\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p><b>III. Abnormal Movement</b></p><p><img src=\"https://static.tigerbbs.com/21e00fd786d405224f12c61be402fd61\" tg-width=\"1318\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>It closed down 4.91% at $142.48 on Thursday. 2.421 million options contracts were traded; Put options account for 51% of all options trading. It is worth noting that Apple placed two large buy orders with bets expiring on November 18, 2022, with a strike price of $120; 20,500 and 10,500 tickets were traded respectively, with transaction values of US$4.981 million and US$2.551 million.</p><p><img src=\"https://static.tigerbbs.com/6cf4670634314025fb59e68c4f721e5a\" tg-width=\"1242\" tg-height=\"2539\" referrerpolicy=\"no-referrer\"/></p><p><b>Related Information:</b><a href=\"https://laohu8.com/NW/2271715619\" target=\"_blank\"><b>Weak consumer demand has raised concerns, prompting Bank of America to downgrade Apple's rating to \"neutral\" in a rare move.</b></a></p><p>Due to concerns about weak consumer demand<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Unusually, the price was lowered.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock rating.<b>Bank of America analyst Wamsi Mohan downgraded Apple's rating from \"buy\" to \"neutral\" and lowered his price target from $185 to $160.</b>It also lowered its earnings forecast for Apple in fiscal year 2023.<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It closed down nearly 2% at $50.01 on Thursday. In terms of news, Q1 guidance fell short of expectations, once again raising concerns about declining demand for PCs and smartphones. The call option with a strike price of $53 expiring on September 30, 2022, saw particularly high trading volume, with 9,906 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/40877d00a15608e23d71eb7f512f1784\" tg-width=\"1577\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>Shares plunged more than 9% to $86.41 in after-hours trading on Thursday. In terms of news, net profit in Q1 of fiscal year 2023 fell by 22% year-on-year, with declining gross profit margins and high inventory causing market concerns. The put option with a strike price of $75 expiring on September 30, 2022, saw particularly high trading volume, with 4,292 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/df39b6a5bf8b7e2f3fee68bb1c6ea5ee\" tg-width=\"1579\" tg-height=\"346\" 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>Large Options Orders | Tesla Options Trading Volume Surges! Apple's target price has been drastically reduced, with a large PUT order betting $120!</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\">\nLarge Options Orders | Tesla Options Trading Volume Surges! Apple's target price has been drastically reduced, with a large PUT order betting $120!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-09-30 11:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>I. Market Overview (29/09)</b></p><p>On Thursday, Eastern Time, after a brief rebound on Wednesday, concerns about an economic slowdown once again dominated the market, causing the three major indexes to fall sharply, with the Dow Jones Industrial Average closing down 1.54% at 29,225.61 points. The S&P 500 fell 2.11% to 3,640.47 points; The Nasdaq fell 2.84% to 10,737.51 points.</p><p>The total trading volume in the options market reached 38,531,268 contracts, higher than the 90-day average trading volume, of which call and put options each accounted for 50%.</p><p>The S&P 500 ETF-SPY options traded 8.68 million contracts, a decrease from the previous trading day, of which put options accounted for 58.3%.</p><p><b>II. Top 10 Options Trading Volume</b></p><p><img src=\"https://static.tigerbbs.com/ebf59276483496b8d180742290a53749\" tg-width=\"1242\" tg-height=\"2141\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 6.81% at $268.21 on Thursday. Options contracts were traded at 2.422 million, a significant increase of 65% compared to the previous trading day; Call options account for 51.5% of all options trading. Among them, the $270 strike price put option expiring on September 30, 2022, saw particularly high trading volume, with 123,405 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/3cdb28daa6b4841e524ed891b8bbc231\" tg-width=\"1579\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>It closed down 2.88% at $271.87 on Thursday. Options contracts traded 2.572 million contracts, a 30% decrease compared to the previous trading day; Put options accounted for 55.4% of all options trading. Among them, the $265 strike price put option expiring on September 30, 2022, saw particularly high trading volume, with 88,512 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/8bf423aa5841552ca7a4d219cd3ad028\" tg-width=\"1580\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p><b>III. Abnormal Movement</b></p><p><img src=\"https://static.tigerbbs.com/21e00fd786d405224f12c61be402fd61\" tg-width=\"1318\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>It closed down 4.91% at $142.48 on Thursday. 2.421 million options contracts were traded; Put options account for 51% of all options trading. It is worth noting that Apple placed two large buy orders with bets expiring on November 18, 2022, with a strike price of $120; 20,500 and 10,500 tickets were traded respectively, with transaction values of US$4.981 million and US$2.551 million.</p><p><img src=\"https://static.tigerbbs.com/6cf4670634314025fb59e68c4f721e5a\" tg-width=\"1242\" tg-height=\"2539\" referrerpolicy=\"no-referrer\"/></p><p><b>Related Information:</b><a href=\"https://laohu8.com/NW/2271715619\" target=\"_blank\"><b>Weak consumer demand has raised concerns, prompting Bank of America to downgrade Apple's rating to \"neutral\" in a rare move.</b></a></p><p>Due to concerns about weak consumer demand<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Unusually, the price was lowered.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock rating.<b>Bank of America analyst Wamsi Mohan downgraded Apple's rating from \"buy\" to \"neutral\" and lowered his price target from $185 to $160.</b>It also lowered its earnings forecast for Apple in fiscal year 2023.<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It closed down nearly 2% at $50.01 on Thursday. In terms of news, Q1 guidance fell short of expectations, once again raising concerns about declining demand for PCs and smartphones. The call option with a strike price of $53 expiring on September 30, 2022, saw particularly high trading volume, with 9,906 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/40877d00a15608e23d71eb7f512f1784\" tg-width=\"1577\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/NKE\">Nike</a>Shares plunged more than 9% to $86.41 in after-hours trading on Thursday. In terms of news, net profit in Q1 of fiscal year 2023 fell by 22% year-on-year, with declining gross profit margins and high inventory causing market concerns. The put option with a strike price of $75 expiring on September 30, 2022, saw particularly high trading volume, with 4,292 contracts traded.</p><p><img src=\"https://static.tigerbbs.com/df39b6a5bf8b7e2f3fee68bb1c6ea5ee\" tg-width=\"1579\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"MU":"美光科技","QQQ":"纳指100ETF","SPY":"标普500ETF","NKE":"耐克","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139505037","content_text":"一、市场概览 (29/09)美东时间周四,经历了周三的短暂反弹后,对经济放缓的担忧情绪再次主导市场,三大指数急剧下跌,截至收盘,道琼斯指数跌1.54%,报29,225.61点;标普500指数跌2.11%,报3,640.47点;纳斯达克指数跌2.84%,报10,737.51点。期权市场总成交量达38,531,268张合约,高于90日平均成交量,其中,看涨、看跌期权各占50%。标普指数ETF-SPY期权成交868万张合约,较前一交易日有所下降,其中,看跌期权占比58.3%。二、期权成交总量TOP10特斯拉周四收跌6.81%,报268.21美元。期权合约成交242.2万张,环比前一交易日大幅上涨65%;看涨期权占全部期权交易的51.5%。其中2022年9月30日到期的270美元行使价看跌期权的成交量特别高,成交量为123,405张。纳指100ETF周四收跌2.88%,报271.87美元。期权合约成交257.2万张,环比前一交易日下降30%;看跌期权占全部期权交易的55.4%。其中2022年9月30日到期的265美元行使价看跌期权的成交量特别高,成交量为88,512张。三、异动观察苹果周四收跌4.91%,报142.48美元。期权合约成交242.1万张;看跌期权占全部期权交易的51%。值得注意的是,苹果出现两笔押注2022年11月18日到期,行权价为120美元的大单买入;分别成交2.05万、1.05万张,成交额为498.1万美元、255.1万美元。相关资讯:消费者需求疲软惹担忧,美银罕见下调苹果评级至“中性”由于担心消费者需求疲软,美国银行罕见地下调了对苹果的股票评级。美银分析师Wamsi Mohan将对苹果的评级由“买入”下调至“中性”,目标价由185美元下调至160美元,同时还下调了对苹果在2023财年的业绩预期。美光科技周四收跌近2%,报50.01美元。消息面,Q1指引不及预期,再次引发了人们对PC和智能手机需求下降的担忧。2022年9月30日到期行权价为53美元看涨期权的成交量特别高,成交量为9,906张。耐克周四盘后股价重挫逾9%,报86.41美元。消息面,2023财年Q1净利润同比下降22%,毛利率下降和库存高企令市场担忧。2022年9月30日到期行权价为75美元看跌期权的成交量特别高,成交量为4,292张。","news_type":1,"symbols_score_info":{"TSLA":0.9,"MU":0.9,"AAPL":0.9,"QQQ":0.9,"SPY":0.9,"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":5871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911788376,"gmtCreate":1664261111695,"gmtModify":1676537421129,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911788376","repostId":"2270310291","repostType":4,"repost":{"id":"2270310291","kind":"news","pubTimestamp":1664258333,"share":"https://ttm.financial/m/news/2270310291?lang=en_US&edition=fundamental","pubTime":"2022-09-27 13:58","market":"us","language":"zh","title":"Morgan Stanley, \"Sister Wood,\" and the chief executive of Allianz simultaneously warned: the surging dollar will end in a crisis.","url":"https://stock-news.laohu8.com/highlight/detail?id=2270310291","media":"金十数据","summary":"周一,美联储公布的数据显示,贸易加权名义美元指数上周突破了2020年3月创下的高点。过去5天美指上涨4%,涨幅为2020年3月新冠恐慌顶峰以来最大。同日,追踪包含石油、铜等工业金属和小麦等食品各种期货","content":"<p><html><head></head><body>On Monday, data released by the Federal Reserve showed that<b>Trade-weighted nominal<a href=\"https://laohu8.com/S/USDindex.FOREX\">the US Dollar Index</a>Last week it broke through the high reached in March 2020.</b>。 The US dollar index has risen 4% in the past five days, the largest gain since the peak of the COVID-19 panic in March 2020. On the same day, it tracked various futures contracts including industrial metals such as oil and copper, and foods such as wheat.<b>The Bloomberg Commodity Spot Index fell 1.6%, hitting its lowest close since January 24 this year.</b>。 The index has fallen nearly 22% since its peak in June, erasing gains since the outbreak of the Russia-Ukraine conflict.</p><p>One of Wall Street's most outspoken short sellers said that the recent rise in the dollar is creating an \"untenable situation\" for risky assets, including stocks, and that in the past, this level of dollar strength has led to some kind of financial or economic crisis. So far this year, the US Dollar Index has risen 19%, while the U.S. stock market has plunged 23%.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief U.S. equity strategist Michael Wilson wrote in a report:</p><p>“While it’s difficult to predict such ‘events,’ the conditions are already in place,” Wilson said, referring to the 2008 global financial crisis, the 2012 sovereign debt crisis, and the bursting of the tech bubble in 2000.</p><p><b>Wilson believes the S&P 500's \"final low\" will reach 3,000 to 3,400 points later this year or early next year. This means there is a 13% downside potential at the midpoint of the range.</b></p><p><img src=\"https://static.tigerbbs.com/3a574b9aa6943a837463361a6134a758\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The soaring dollar has hurt U.S. companies' international sales profits, Morgan Stanley calculates.<b>For every 1% increase in the US Dollar Index, profits will fall by 0.5%.</b>Wilson stated that, in addition to other issues such as soaring input costs, a stronger dollar will weaken the S&P 500's fourth-quarter returns by about 10%.</p><p>The strategist who correctly predicted this year's US stock market crash stated that...<a href=\"https://laohu8.com/S/FDX\">FedEx</a>The reaction to the company's warning earlier this month suggests that market expectations have not yet reflected a significant decline in earnings.</p><p>Coincidentally, the head of Ark Investment<b>Cathy Wood</b>(Cathie Wood) also stated recently,<b>The soaring dollar has had a devastating impact on the rest of the world</b>While a stronger dollar can help reduce import costs and thus alleviate domestic inflationary pressures in the United States, the United States cannot remain unaffected by global market turmoil. The impact of a stronger dollar on the global economy will also bring spillover risks to the United States, forcing the Federal Reserve to turn around.</p><p>Allianz's chief economic advisor, Mohammed El-<b>Erian</b>Mohamed A. El-Erian also spoke again on Monday about the potential impact of a surging dollar.<b>catastrophic consequences</b>Issue a warning. He pointed out that the recent strengthening of the US dollar is another manifestation of three key global shifts: tightening policies by global central banks, a global economic slowdown, and a receding global deflation. He said these shifts make the likelihood of a global recession \"worryingly high.\" He called on the government and central bank to stop exacerbating market volatility to avoid causing market chaos, a statement seen as alluding to Britain's new tax cuts and aid packages.</p><p></body></html></p>","source":"jssj","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>Morgan Stanley, \"Sister Wood,\" and the chief executive of Allianz simultaneously warned: the surging dollar will end in a crisis.</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\">\nMorgan Stanley, \"Sister Wood,\" and the chief executive of Allianz simultaneously warned: the surging dollar will end in a crisis.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-09-27 13:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Monday, data released by the Federal Reserve showed that<b>Trade-weighted nominal<a href=\"https://laohu8.com/S/USDindex.FOREX\">the US Dollar Index</a>Last week it broke through the high reached in March 2020.</b>。 The US dollar index has risen 4% in the past five days, the largest gain since the peak of the COVID-19 panic in March 2020. On the same day, it tracked various futures contracts including industrial metals such as oil and copper, and foods such as wheat.<b>The Bloomberg Commodity Spot Index fell 1.6%, hitting its lowest close since January 24 this year.</b>。 The index has fallen nearly 22% since its peak in June, erasing gains since the outbreak of the Russia-Ukraine conflict.</p><p>One of Wall Street's most outspoken short sellers said that the recent rise in the dollar is creating an \"untenable situation\" for risky assets, including stocks, and that in the past, this level of dollar strength has led to some kind of financial or economic crisis. So far this year, the US Dollar Index has risen 19%, while the U.S. stock market has plunged 23%.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Chief U.S. equity strategist Michael Wilson wrote in a report:</p><p>“While it’s difficult to predict such ‘events,’ the conditions are already in place,” Wilson said, referring to the 2008 global financial crisis, the 2012 sovereign debt crisis, and the bursting of the tech bubble in 2000.</p><p><b>Wilson believes the S&P 500's \"final low\" will reach 3,000 to 3,400 points later this year or early next year. This means there is a 13% downside potential at the midpoint of the range.</b></p><p><img src=\"https://static.tigerbbs.com/3a574b9aa6943a837463361a6134a758\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The soaring dollar has hurt U.S. companies' international sales profits, Morgan Stanley calculates.<b>For every 1% increase in the US Dollar Index, profits will fall by 0.5%.</b>Wilson stated that, in addition to other issues such as soaring input costs, a stronger dollar will weaken the S&P 500's fourth-quarter returns by about 10%.</p><p>The strategist who correctly predicted this year's US stock market crash stated that...<a href=\"https://laohu8.com/S/FDX\">FedEx</a>The reaction to the company's warning earlier this month suggests that market expectations have not yet reflected a significant decline in earnings.</p><p>Coincidentally, the head of Ark Investment<b>Cathy Wood</b>(Cathie Wood) also stated recently,<b>The soaring dollar has had a devastating impact on the rest of the world</b>While a stronger dollar can help reduce import costs and thus alleviate domestic inflationary pressures in the United States, the United States cannot remain unaffected by global market turmoil. The impact of a stronger dollar on the global economy will also bring spillover risks to the United States, forcing the Federal Reserve to turn around.</p><p>Allianz's chief economic advisor, Mohammed El-<b>Erian</b>Mohamed A. El-Erian also spoke again on Monday about the potential impact of a surging dollar.<b>catastrophic consequences</b>Issue a warning. He pointed out that the recent strengthening of the US dollar is another manifestation of three key global shifts: tightening policies by global central banks, a global economic slowdown, and a receding global deflation. He said these shifts make the likelihood of a global recession \"worryingly high.\" He called on the government and central bank to stop exacerbating market volatility to avoid causing market chaos, a statement seen as alluding to Britain's new tax cuts and aid packages.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-27/doc-imqqsmrp0658362.shtml?finpagefr=p_115\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d21e136ce4e27586f0bca6b38743d02a","relate_stocks":{"UUP":"美元ETF-PowerShares DB"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-27/doc-imqqsmrp0658362.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270310291","content_text":"周一,美联储公布的数据显示,贸易加权名义美元指数上周突破了2020年3月创下的高点。过去5天美指上涨4%,涨幅为2020年3月新冠恐慌顶峰以来最大。同日,追踪包含石油、铜等工业金属和小麦等食品各种期货合约的彭博商品现货指数下跌1.6%,创今年1月24日以来的最低收盘。该指数自6月峰值已下跌近22%,抹去俄乌冲突爆发以来的涨幅。华尔街最直言不讳的空头之一表示,美元近期的上涨正在给包括股票在内的风险资产造成“站不住脚的局面”,而在过去,这种级别的美元走强导致了某种金融或经济危机。今年至今美元指数上涨了19%,而美国股市则暴跌了23%。摩根士丹利首席美国股票策略师Michael Wilson在一份报告中写道:“虽然很难预测此类‘事件’,但条件已经具备。”Wilson提到了2008年全球金融危机、2012年主权债务危机和2000年科技股泡沫破灭。Wilson认为标普500指数的“最终低点”将在今年晚些时候或明年初达到3000至3400点水平。这意味着在区间中点有13%的下跌空间。美元飙升损害了美国公司的国际销售利润,摩根士丹利计算得出,美元指数每上涨1%,利润会下跌0.5%。Wilson表示,除了投入成本飙升等其他问题外,美元走强将令标普500指数第四季度的收益削弱约10%。这位正确预测了今年美国股市暴跌的策略师表示,对联邦快递公司本月早些时候发出的警告的反应表明,市场普遍预期尚未反映巨大的收益下滑。无独有偶,方舟投资掌门人凯茜•伍德(Cathie Wood)日前也表示,美元飙升对世界其它地区造成了毁灭性的影响,虽然美元升值有利于降低进口成本,从而缓解美国国内的通胀压力,但美国无法在全球市场动荡中独善其身,美元升值对全球经济造成的打击也将给美国带来溢出风险,从而迫使美联储转向。安联首席经济顾问穆罕默德·埃尔-埃里安(Mohamed A. El-Erian)周一也再次就美元飙升可能带来的灾难性后果发出警告。他指出,美元近期走强是三个全球关键转变的又一体现:全球央行收紧政策、全球经济放缓和全球通缩消退。他说这些转变令全球衰退的可能性“高到令人担忧”。他呼吁政府和央行停止加剧市场波动性,以免造成市场混乱,此言被认为暗指英国的新减税和援助计划。","news_type":1,"symbols_score_info":{"UUP":0.9}},"isVote":1,"tweetType":1,"viewCount":4209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911880873,"gmtCreate":1664171734892,"gmtModify":1676537402368,"author":{"id":"3578352381862815","authorId":"3578352381862815","name":"yoyo6969","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578352381862815","idStr":"3578352381862815"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911880873","repostId":"1186630621","repostType":4,"repost":{"id":"1186630621","kind":"news","pubTimestamp":1664171594,"share":"https://ttm.financial/m/news/1186630621?lang=en_US&edition=fundamental","pubTime":"2022-09-26 13:53","market":"other","language":"zh","title":"Three departments: The policy of exempting new energy vehicles from vehicle purchase tax will be extended until the end of 2023.","url":"https://stock-news.laohu8.com/highlight/detail?id=1186630621","media":"财政部","summary":"财政部、税务总局、工业和信息化部发布关于延续新能源汽车免征车辆购置税政策的公告,对购置日期在2023年1月1日至2023年12月31日期间内的新能源汽车,免征车辆购置税。免征车辆购置税的新能源汽车,通","content":"<p><html><head></head><body>The Ministry of Finance, the State Taxation Administration, and the Ministry of Industry and Information Technology issued an announcement on continuing the policy of exempting new energy vehicles from vehicle purchase tax. New energy vehicles purchased between January 1, 2023 and December 31, 2023 will be exempt from vehicle purchase tax. New energy vehicles exempt from vehicle purchase tax are managed through the \"Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax\" issued by the Ministry of Industry and Information Technology and the State Taxation Administration. Pure electric vehicles, plug-in hybrid electric vehicles (including range-extended electric vehicles), and fuel cell vehicles purchased from the date of publication of the Catalogue and listed in the Catalogue are considered new energy vehicles that meet the tax exemption conditions.</p><p><img src=\"https://static.tigerbbs.com/b63ee319a216a096867bb72160b197ae\" tg-width=\"1392\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","source":"lsy1618996764339","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>Three departments: The policy of exempting new energy vehicles from vehicle purchase tax will be extended until the end of 2023.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree departments: The policy of exempting new energy vehicles from vehicle purchase tax will be extended until the end of 2023.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">财政部</strong><span class=\"h-time small\">2022-09-26 13:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The Ministry of Finance, the State Taxation Administration, and the Ministry of Industry and Information Technology issued an announcement on continuing the policy of exempting new energy vehicles from vehicle purchase tax. New energy vehicles purchased between January 1, 2023 and December 31, 2023 will be exempt from vehicle purchase tax. New energy vehicles exempt from vehicle purchase tax are managed through the \"Catalogue of New Energy Vehicle Models Exempt from Vehicle Purchase Tax\" issued by the Ministry of Industry and Information Technology and the State Taxation Administration. Pure electric vehicles, plug-in hybrid electric vehicles (including range-extended electric vehicles), and fuel cell vehicles purchased from the date of publication of the Catalogue and listed in the Catalogue are considered new energy vehicles that meet the tax exemption conditions.</p><p><img src=\"https://static.tigerbbs.com/b63ee319a216a096867bb72160b197ae\" tg-width=\"1392\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://szs.mof.gov.cn/zhengcefabu/202209/t20220926_3842633.htm\">财政部</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47b6fbfe38edb1202883a645549da7f6","relate_stocks":{"002594":"比亚迪"},"source_url":"http://szs.mof.gov.cn/zhengcefabu/202209/t20220926_3842633.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186630621","content_text":"财政部、税务总局、工业和信息化部发布关于延续新能源汽车免征车辆购置税政策的公告,对购置日期在2023年1月1日至2023年12月31日期间内的新能源汽车,免征车辆购置税。免征车辆购置税的新能源汽车,通过工业和信息化部、税务总局发布《免征车辆购置税的新能源汽车车型目录》实施管理。自《目录》发布之日起购置的,列入《目录》的纯电动汽车、插电式混合动力(含增程式)汽车、燃料电池汽车,属于符合免税条件的新能源汽车。","news_type":1,"symbols_score_info":{"002594":0.9}},"isVote":1,"tweetType":1,"viewCount":5876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}