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Emi_WW
Emi_WW
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2022-08-01
😌
Foreign media headlines | Federal Reserve Kashkari says inflation is very worrying
当地时间7月30日美国白宫总统医生凯文·奥康纳说,总统拜登当天新冠病毒检测结果再次呈阳性。而此前的27日,拜登新冠病毒检测结果刚刚为阴性,随后结束隔离。奥康纳表示,服用奈玛特韦/利托那韦组合的新冠患者中有一小部分人出现复检阳性。
Foreign media headlines | Federal Reserve Kashkari says inflation is very worrying
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Emi_WW
Emi_WW
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2022-08-01
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This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is coming soon
本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请
This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is coming soon
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Emi_WW
Emi_WW
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2022-07-31
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Emi_WW
Emi_WW
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2022-07-22
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Last night and this morning | Sudden late at night! Biden tests positive for COVID, ECB rate hike
摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收
Last night and this morning | Sudden late at night! Biden tests positive for COVID, ECB rate hike
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Emi_WW
Emi_WW
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2022-07-20
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Opening | The Hang Seng Technology Index opened 2.07% higher, and technology stocks generally rose
7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报
Opening | The Hang Seng Technology Index opened 2.07% higher, and technology stocks generally rose
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Emi_WW
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2022-07-20
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Netflix rose more than 7% after the market, and the decline in Q2 subscribers was much lower than expected
美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%
Netflix rose more than 7% after the market, and the decline in Q2 subscribers was much lower than expected
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Emi_WW
Emi_WW
·
2022-07-19
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Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a kind of trap
这里的分析只是希望得到更加有意义的投资教训。
Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a kind of trap
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Emi_WW
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2022-07-19
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Emi_WW
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2022-07-19
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Sorry, this post has been deleted
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Emi_WW
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2022-07-14
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Apple begins trial production of iPhone 14, initial sales will be higher than iPhone 13
新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。
Apple begins trial production of iPhone 14, initial sales will be higher than iPhone 13
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Fed Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy</b><b>2. Australia's aggressive austerity policy will drag down the economy</b><b>3. As the economy heads for recession, the euro feels more pressure</b><b>There is no recession in U.S. credit card consumption data in April and June, but potential dangers have emerged</b><b>5. Arbitrage traders are taking advantage of the weak euro to win in emerging markets</b><b>6. Sydney's house price decline has not eased for the sixth consecutive month</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed Kashkari: Inflation is'very worrying 'and'spreading' across the economy</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said Sunday that the current inflation situation is \"very worrying\" and is \"spreading more widely across the economy.\"</p><p>\"This is very concerning. We keep getting inflation data, and we are constantly surprised by the new data that was released only in the last week. This is higher than we expected,\" Kashkary said in a financial show. \"It's not just a few categories. It's spreading wider across the economy, which is why the Fed is so urgently acting to get it under control and get it back.\"<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity will drag down economy</b></p><p>Australia is experiencing severe monetary policy tightening as the housing market reverses and consumers reduce spending, increasing the risk of an economic slowdown.</p><p>Everyone but one of the 23 economists surveyed believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% for the third consecutive month on Tuesday. That would bring its combined tightening since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show lower economic growth and employment, with a sharp rise in the outlook for inflation, in line with the Treasury's outlook last week. The Reserve Bank of Australia did not publish its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Euro feels more pressure as economy heads for recession</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still looks like an unpopular currency and is under pressure from the market at a time when the economy is in recession. Many analysts said that the future trend that the euro may face is further decline.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which especially threatens the entire industrial system of Germany. According to Credit Suisse's estimate, the chance of the euro zone falling into recession in the next six months is 50%.</p><p>S&P Global Ratings has downgraded its outlook on Italian debt, and a key measure of risk, the spread between Italian bond yields and German bond yields, is about its highest level since 2020. Some worries about Italy's exit from the euro zone have gradually surfaced again, although this is regarded as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>There is no recession in U.S. credit card spending data in June, but potential dangers have emerged</b></p><p>So far, U.S. credit card issuers have not felt any signs of a recession. Consumers continued to spend as of June, as can be seen in the mounting spending bills and accounts receivable from credit card companies. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% and debit card spending rose 6% in June from a year earlier. \"Consumers are in a better shape to navigate the U.S. slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrage traders are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits earned by traders investing in borrowed euros in emerging market currencies have reached a very considerable scale this year. \"Funding carry trades by selling euros is becoming more common,\" said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro carry trading in emerging markets a very interesting option.\"</p><p>Euro-funded carry trades provide a haven for emerging market traders, taking losses across different asset classes and strategies at a time when the dollar and US yields soar. If the prospect of a US recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to be irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices fall for sixth consecutive month without easing</b></p><p>House prices in Sydney have fallen for the sixth consecutive month since July, sending property prices down across Australia as rising interest rates hit demand. Research firm CoreLogic said in a report on Monday that house prices in Sydney, Australia's largest market, fell by 2.2% and Melbourne by 1.5%. They were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>Housing market conditions are likely to deteriorate as interest rates rise for the rest of 2022, according to the head of research at CoreLogic Research. He said, \"Before interest rates began to rise, the growth rate of housing values had slowed down, but it is obvious that the market has weakened sharply since the first rate hike in May. In Sydney, the economic downturn is particularly fast, and we have seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foreign media headlines | Federal Reserve Kashkari says inflation is very worrying</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines | Federal Reserve Kashkari says inflation is very worrying\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">环球市场播报</strong><span class=\"h-time small\">2022-08-01 05:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The headlines that the global financial media paid attention to last night and this morning mainly include:</b></p><p><b>1. Fed Kashkari: Inflation is \"very worrying\" and \"spreading\" throughout the economy</b><b>2. Australia's aggressive austerity policy will drag down the economy</b><b>3. As the economy heads for recession, the euro feels more pressure</b><b>There is no recession in U.S. credit card consumption data in April and June, but potential dangers have emerged</b><b>5. Arbitrage traders are taking advantage of the weak euro to win in emerging markets</b><b>6. Sydney's house price decline has not eased for the sixth consecutive month</b><img src=\"https://static.tigerbbs.com/eb3a07267230c4eed9b4b8031ccbfff5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Fed Kashkari: Inflation is'very worrying 'and'spreading' across the economy</b></p><p>Neel Kashkari, CEO and president of the Federal Reserve Bank of Minneapolis, said Sunday that the current inflation situation is \"very worrying\" and is \"spreading more widely across the economy.\"</p><p>\"This is very concerning. We keep getting inflation data, and we are constantly surprised by the new data that was released only in the last week. This is higher than we expected,\" Kashkary said in a financial show. \"It's not just a few categories. It's spreading wider across the economy, which is why the Fed is so urgently acting to get it under control and get it back.\"<img src=\"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9\" tg-width=\"550\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p><b>Australia's aggressive austerity will drag down economy</b></p><p>Australia is experiencing severe monetary policy tightening as the housing market reverses and consumers reduce spending, increasing the risk of an economic slowdown.</p><p>Everyone but one of the 23 economists surveyed believed the Reserve Bank of Australia would raise its key interest rate by 50 basis points to 1.85% for the third consecutive month on Tuesday. That would bring its combined tightening since May to 175 basis points, the largest increase in six months since 1994.</p><p>The Reserve Bank of Australia will release its latest quarterly forecast on Friday, which is widely expected to show lower economic growth and employment, with a sharp rise in the outlook for inflation, in line with the Treasury's outlook last week. The Reserve Bank of Australia did not publish its own interest rate forecast.</p><p><img src=\"https://static.tigerbbs.com/1beb5883a23cd03ced522a5adb2a25d9\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Euro feels more pressure as economy heads for recession</b></p><p>The euro has fallen to its lowest level in 20 years this year, but it still looks like an unpopular currency and is under pressure from the market at a time when the economy is in recession. Many analysts said that the future trend that the euro may face is further decline.</p><p>The main reason for the economic downturn is Russia's reduction in energy supplies to Europe, which especially threatens the entire industrial system of Germany. According to Credit Suisse's estimate, the chance of the euro zone falling into recession in the next six months is 50%.</p><p>S&P Global Ratings has downgraded its outlook on Italian debt, and a key measure of risk, the spread between Italian bond yields and German bond yields, is about its highest level since 2020. Some worries about Italy's exit from the euro zone have gradually surfaced again, although this is regarded as a very distant risk.<img src=\"https://static.tigerbbs.com/a30126a30bed2a54770ada0b8f26adb7\" tg-width=\"550\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p><b>There is no recession in U.S. credit card spending data in June, but potential dangers have emerged</b></p><p>So far, U.S. credit card issuers have not felt any signs of a recession. Consumers continued to spend as of June, as can be seen in the mounting spending bills and accounts receivable from credit card companies. Of course, inflation is likely to contribute to this growth.</p><p>Bank of America said credit card spending rose 16% and debit card spending rose 6% in June from a year earlier. \"Consumers are in a better shape to navigate the U.S. slowdown than in many previous business cycles,\" said David Tinsley, senior economist at the Bank of America Institute.</p><p><img src=\"https://static.tigerbbs.com/26962f09c5589fa2b2021e656f1ebe9d\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><b>Arbitrage traders are taking advantage of the weak euro to win big in emerging markets</b></p><p>The profits earned by traders investing in borrowed euros in emerging market currencies have reached a very considerable scale this year. \"Funding carry trades by selling euros is becoming more common,\" said Brendan McKenna, a currency strategist at Wells Fargo in New York. \"The EU seems more likely to fall into recession, and geopolitical developments should put pressure on the euro, making euro carry trading in emerging markets a very interesting option.\"</p><p>Euro-funded carry trades provide a haven for emerging market traders, taking losses across different asset classes and strategies at a time when the dollar and US yields soar. If the prospect of a US recession and Federal Reserve tightening continues to exacerbate the impact on the dollar, then euro arbitrage is likely to be irresistible to more investors.</p><p><img src=\"https://static.tigerbbs.com/ef5921111c86b3112dead583e97e4b89\" tg-width=\"511\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p><b>Sydney house prices fall for sixth consecutive month without easing</b></p><p>House prices in Sydney have fallen for the sixth consecutive month since July, sending property prices down across Australia as rising interest rates hit demand. Research firm CoreLogic said in a report on Monday that house prices in Sydney, Australia's largest market, fell by 2.2% and Melbourne by 1.5%. They were the main drivers of the 1.4% month-on-month decline in the country's capital city composite index.</p><p>Housing market conditions are likely to deteriorate as interest rates rise for the rest of 2022, according to the head of research at CoreLogic Research. He said, \"Before interest rates began to rise, the growth rate of housing values had slowed down, but it is obvious that the market has weakened sharply since the first rate hike in May. In Sydney, the economic downturn is particularly fast, and we have seen the biggest drop in value in nearly 40 years.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115\">环球市场播报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3fbd75898e39d8311f60678ba4232e9","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/roll/2022-08-01/doc-imizirav6209695.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2256502754","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:1、美联储卡什卡里:通货膨胀“非常令人担忧“,并在整个经济中”蔓延“2、澳大利亚激进的紧缩政策将拖累经济3、随着经济走向衰退,欧元感受到了更大压力4、6月美国信用卡消费数据没有衰退,但潜在危险已经出现5、套利交易者正利用疲软的欧元在新兴市场大获全胜6、悉尼房价连续第六个月下滑未见缓解美联储卡什卡里:通货膨胀“非常令人担忧“,并在整个经济中”蔓延“明尼阿波利斯联邦储备银行(Federal Reserve Bank of Minneapolis)首席执行官兼行长尼尔·卡什卡里(Neel Kashkari)周日表示,当前的通货膨胀状况“非常令人担忧”,并“在整个经济中更广泛地蔓延”。卡什卡里在一档财经节目中表示:“这非常令人担忧。我们不断获得通胀数据,最近一周才发布的新数据,我们不断感到惊讶。这比我们预期的要高。”。“这不仅仅是几个类别。它正在更广泛地蔓延到整个经济领域,这就是为什么美联储如此紧迫地采取行动,使其得到控制并使其回落。”澳大利亚激进的紧缩政策将拖累经济随着房地产市场逆转,消费者减少支出,澳大利亚正经历着严重的货币政策紧缩,这增加了经济放缓的风险。在接受调查的23位经济学家中,除一位外,其他所有人都认为,澳大利亚储备银行将在周二连续第三个月将其关键利率上调50个基点,至1.85%。这将使其自5月份以来的综合紧缩政策达到175个基点,这是自1994年以来六个月内的最大增幅。澳大利亚联储将于周五公布季度最新预测,普遍预计将显示经济增长和就业下降,通胀前景大幅上升,与财政部上周的前景一致。澳大利亚联储没有公布自己的利率预测。随着经济走向衰退,欧元感受到了更大压力欧元今年已经跌至20年来的最低水平,但在经济陷入衰退之际,它看上去仍然是一种不受欢迎的货币,承受着来自市场的压力。许多分析师表示,欧元未来可能面临的走势是进一步下跌。经济低迷的主要原因是俄罗斯对欧洲减少能源供应,这尤其威胁到德国整个的工业体系。据瑞士信贷预计,未来六个月欧元区陷入衰退的可能性为50%。标普全球评级已然下调了对意大利债务的展望,而衡量风险的一个关键指标,即意大利债券收益率与德国债券收益率的利差,约为2020年以来的最高水平。市场对意大利退出欧元区的些许担忧又逐渐浮出水面,尽管这被视为一种非常遥远的风险。6月美国信用卡消费数据没有衰退,但潜在危险已经出现到目前为止,美国信用卡发行商没有感受到任何经济衰退迹象。从信用卡公司不断增加的消费账单和应收账款中可以看出,到6月份,消费者仍在继续消费。当然,通货膨胀很可能有助于这种增长。美国银行表示,6月份信用卡支出同比增长16%,借记卡支出增长6%。美国银行研究所(Bank of America Institute)高级经济学家戴维·廷斯利(David Tinsley)表示:“与以往许多商业周期相比,消费者在应对美国经济放缓方面的状况更好。”套利交易者正利用疲软的欧元在新兴市场大获全胜交易员用借来的欧元投资新兴市场货币所赚取的利润,在今年达到一个非常可观的规模。“通过卖出欧元为套利交易提供资金正变得越来越普遍,”富国银行(Wells Fargo)驻纽约的货币策略师布伦丹·麦肯纳表示。“欧盟似乎更有可能陷入衰退,地缘政治的发展应该给欧元带来压力,使新兴市场的欧元套利交易成为一个十分有趣的选择。”欧元资助的套利交易为新兴市场交易员提供了一个避难所,在美元和美国收益率飙升之际,他们在不同资产类别和策略上承受损失。如果美国经济衰退和美联储(Fed)紧缩的前景继续加剧对美元的冲击,那么欧元套利很可能对更多投资者来说是不可抗拒的。悉尼房价连续第六个月下滑未见缓解7月以来,悉尼房价连续第六个月下跌,随着利率上涨打击需求,导致澳大利亚各地房地产价格下跌。研究机构CoreLogic在周一的一份报告中表示,澳大利亚最大市场悉尼的房价下跌了2.2%,墨尔本下跌了1.5%,他们是该国首都城市综合指数环比下降1.4%的主要推动因素。CoreLogic Research 研究主管表示,随着2022年剩余时间利率的上升,房地产市场状况可能会恶化。他说到,“在利率开始上升之前,房屋价值的增长速度就已经放缓,但很明显,自5月份第一次加息以来,市场已经大幅走弱。在悉尼,经济下滑速度特别快,我们看到了近40年来最大幅度的价值下跌。”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908982375,"gmtCreate":1659312573297,"gmtModify":1676536284447,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"🥹","listText":"🥹","text":"🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908982375","repostId":"1179267509","repostType":4,"repost":{"id":"1179267509","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659308909,"share":"https://ttm.financial/m/news/1179267509?lang=en_US&edition=fundamental","pubTime":"2022-08-01 07:08","market":"sh","language":"zh","title":"This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is coming soon","url":"https://stock-news.laohu8.com/highlight/detail?id=1179267509","media":"老虎资讯综合","summary":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请","content":"<p><html><head></head><body>Major financial events this week (8.1-8.5)</p><p><b>As for economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final value of manufacturing PMI, revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories in the United States for the week ending July 29, the number of initial jobless claims in the United States for the week ending July 30, and non-agricultural and unemployment rates in the United States in July.<b>In terms of financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. Furthermore,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>As for economic data,</b>The United States and the euro zone will announce the final Markit manufacturing PMI value in July, which is expected to be relatively sluggish and not much different from the initial value.</p><p>The initial U.S. Markit manufacturing PMI value in July recorded 52.3. Although it was better than the expected 52, it was lower than the June value of 52.7 and the lowest since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong stocks<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>The financial report will also be released after the U.S. stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The interim dividend per ordinary share in 2022 is forecast to be 8 US cents, a year-on-year increase of 14.2% from the interim dividend of 7 US cents per ordinary share in the same period last year. Based on the forecasts of four brokerages, HSBC's benchmark pre-tax profit in the first half of 2022 is expected to be US $7.937-8.174 billion, a year-on-year decrease of 24.6% to 26.8% from US $10.839 billion in the first half of 2021.<b>In terms of events,</b><b>U.S. House Speaker Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced Pelosi's trip to Asia, saying that Pelosi led a congressional delegation to visit the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnership and * governance in the Indo-Pacific region, the statement said. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords on Tuesday, August 2: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans delivered a speech; Activision Blizzard, BP earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>As for economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job vacancies for US JOLTs.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time since the cash rate was introduced in 1990 that the RBA has rate hike 50 basis points at three consecutive meetings. The remaining two economists expect a bigger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast meeting, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>The financial report will be announced before the U.S. stock market opens on August 2. In addition, Buffett's new love stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The financial report will be announced after the U.S. stock market closes on August 2.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per share of its common stock to shareholders of record as of October 17, 2022. In addition, according to the last 3 months of 12 analyst reports providing price forecasts for the next year, the average price target for Occidental Petroleum is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories for the week ending July 29; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>As for economic data,</b>The United States will announce the revised monthly rate of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose higher than expected in May, indicating that corporate investment has remained strong so far, even amid rising interest rates and rising economic concerns. Furthermore,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>API crude oil inventories in the United States fell by 4.037 million barrels in the week to July 22, compared with expectations for a decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard spoke to money market dealers, and investors also need to stay tuned.</p><p><b>OPEC + holds its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on oil production policy in September. The group will decide whether to heed U.S. calls to supply more crude to global markets. At the 30th ministerial meeting held on June 30, it was decided to increase the total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>The financial report will be released before the U.S. stock market opens on August 3. Furthermore,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The financial report will be released after the U.S. stock market closes on August 3.</p><p><b>In terms of new shares,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a>Subscriptions for new shares will end on Wednesday.</p><p><b>Keywords for Thursday, August 4: Bank of England's interest rate decision, the number of initial jobless claims in the United States for the week ending July 30; Alibaba Earnings</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>As for economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a deeper rate hike in August and instead stick to a moderate pace of 25 basis points in rate hike, but this is a very difficult decision. Furthermore,<b>The United States will release data on the number of initial and renewed jobless claims for the week ending July 30.</b></p><p>The number of U.S. initial jobless claims fell by 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. Continued jobless claims fell to 1.36 million in the week ending July 16. While the number of U.S. jobless claims fell for the first time in four weeks, it remained near the highest level since November last year, indicating that the labor market continues to slow.<b>In terms of events, the European Central Bank will publish an economic bulletin.</b></p><p><b>Tesla holds its 2022 annual shareholder meeting.</b>On August 4, Tesla will hold its annual shareholder meeting at the Texas Gigafactory. The company will also live-stream the event, which is expected to announce the latest news on the 4680 battery, full self-driving, Austin and Berlin factories. The agenda of the meeting showed that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The financial report will be announced before the U.S. stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, my country's total social retail sales fell by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. It is predicted that the revenue in fiscal year 2023 ~ 2025 will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan, a year-on-year increase of 4%/8%/7%; The net profit (Non-GAAP) forecast for fiscal year 2023-2025 was raised to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, a year-on-year decrease of 5%/increase of 14%/increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) 16 times/14 times/13 times.<b>Friday, August 5th Keywords: U.S. non-farm payrolls and unemployment rate in July, Cleveland Fed President Mester delivered a speech</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>The United States will announce July non-agricultural and unemployment rates. At present, the market expects non-agricultural payrolls to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm employment in the United States after seasonally adjustment in June was 372,000, much higher than market expectations of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May, and still near a 50-year low, in line with expectations.<b>In terms of events, Cleveland Fed President Mester will deliver a speech on monetary policy.</b></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is coming soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview | Ali, Occidental Petroleum and other financial reports are coming! Non-farm payrolls data is coming soon\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-08-01 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Major financial events this week (8.1-8.5)</p><p><b>As for economic data,</b>US and Eurozone July<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Final value of manufacturing PMI, revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories in the United States for the week ending July 29, the number of initial jobless claims in the United States for the week ending July 30, and non-agricultural and unemployment rates in the United States in July.<b>In terms of financial reports,</b><a href=\"https://laohu8.com/S/HBC\">HSBC Holdings</a>、<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>AMD,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>And Buffett's new favorite stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>Financial reports will be released successively. Furthermore,<b>This week, we also need to pay attention to the interest rate decision of the Reserve Bank of Australia, the interest rate decision of the Bank of England, and the speeches of officials such as Chicago Fed President Evans and St. Louis Fed President Bullard.</b><img src=\"https://static.tigerbbs.com/ef4a4a9095140ecd3c104ff0ec6ccc64\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/><b>Keywords for Monday, August 1: Eurozone unemployment rate in June, US and Eurozone Markit manufacturing PMI final value in July; HSBC Holdings Earnings</b><img src=\"https://static.tigerbbs.com/4254af86af01c216719cccd62b67df2c\" tg-width=\"910\" tg-height=\"807\" referrerpolicy=\"no-referrer\"/></p><p>On Monday,<b>As for economic data,</b>The United States and the euro zone will announce the final Markit manufacturing PMI value in July, which is expected to be relatively sluggish and not much different from the initial value.</p><p>The initial U.S. Markit manufacturing PMI value in July recorded 52.3. Although it was better than the expected 52, it was lower than the June value of 52.7 and the lowest since July 2020. In terms of financial reports, as one of the high-dividend stocks in Hong Kong stocks<a href=\"https://laohu8.com/S/00005.HK\">HSBC Holdings</a>Earnings will be released; US stocks<a href=\"https://laohu8.com/S/ATVI.US\">Activision Blizzard</a>The financial report will also be released after the U.S. stock market closes on August 1.</p><p><a href=\"https://laohu8.com/S/C\">Citigroup</a>And CICC forecast<a href=\"https://laohu8.com/S/00005\">HSBC Holdings</a>The interim dividend per ordinary share in 2022 is forecast to be 8 US cents, a year-on-year increase of 14.2% from the interim dividend of 7 US cents per ordinary share in the same period last year. Based on the forecasts of four brokerages, HSBC's benchmark pre-tax profit in the first half of 2022 is expected to be US $7.937-8.174 billion, a year-on-year decrease of 24.6% to 26.8% from US $10.839 billion in the first half of 2021.<b>In terms of events,</b><b>U.S. House Speaker Pelosi is about to embark on a trip to Asia.</b>According to The Paper, the official website of the Office of the Speaker of the U.S. House of Representatives announced Pelosi's trip to Asia, saying that Pelosi led a congressional delegation to visit the Indo-Pacific region, including visits to Singapore, Malaysia, South Korea and Japan. The trip will focus on mutual security, economic partnership and * governance in the Indo-Pacific region, the statement said. Singapore's Ministry of Foreign Affairs said that a U.S. congressional delegation led by Pelosi will visit Singapore from August 1 to 2 to meet with President Halimah and Prime Minister Lee Hsien Loong.</p><p><b>Keywords on Tuesday, August 2: Reserve Bank of Australia interest rate decision, Chicago Fed President Evans delivered a speech; Activision Blizzard, BP earnings</b><img src=\"https://static.tigerbbs.com/61ec689c6b09a82647586456153aa140\" tg-width=\"907\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>On Tuesday,<b>As for economic data,</b>The Reserve Bank of Australia will announce its interest rate decision, as well as job vacancies for US JOLTs.</p><p>In the July 22-28 survey, 32 of the 34 economists surveyed predicted that the Reserve Bank of Australia would raise the cash rate by 50 basis points to 1.85%. This will be the first time since the cash rate was introduced in 1990 that the RBA has rate hike 50 basis points at three consecutive meetings. The remaining two economists expect a bigger rate hike of 65 or 75 basis points.<b>In terms of events, Evans hosted a media breakfast meeting, and investors need to pay attention to his latest remarks on the economy and the Federal Reserve's monetary policy.</b></p><p><b>In terms of financial reports, US stocks<a href=\"https://laohu8.com/S/BP\">British Oil</a>、<a href=\"https://laohu8.com/S/SPGI\">S&P Global</a>、<a href=\"https://laohu8.com/S/UBER\">Uber</a></b>The financial report will be announced before the U.S. stock market opens on August 2. In addition, Buffett's new love stocks<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, and<a href=\"https://laohu8.com/S/AMD\">Supermicro America</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The financial report will be announced after the U.S. stock market closes on August 2.</p><p>July 27, 2022 Occidental Petroleum announced that it will distribute a regular quarterly Dividend of $0.13 per share of its common stock to shareholders of record as of October 17, 2022. In addition, according to the last 3 months of 12 analyst reports providing price forecasts for the next year, the average price target for Occidental Petroleum is $74.92, with a high of $90.00 and a low of $58.00. according to<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>According to analyst Neil Mehta, Occidental Petroleum continues to hold attractive free cash flow prospects.<b>Keywords for Wednesday, August 3: revised monthly rate of durable goods orders in the United States in June, changes in API and EIA crude oil inventories for the week ending July 29; Occidental Petroleum earnings</b><img src=\"https://static.tigerbbs.com/30901e5735d1f1747040191e4b90fc26\" tg-width=\"907\" tg-height=\"1171\" referrerpolicy=\"no-referrer\"/></p><p>On Wednesday,<b>As for economic data,</b>The United States will announce the revised monthly rate of durable goods orders in June.</p><p>The monthly rate of U.S. durable goods orders in May was 0.7%, expected to be 0.1%, and the previous value was 0.50%. U.S. factory durable goods orders rose higher than expected in May, indicating that corporate investment has remained strong so far, even amid rising interest rates and rising economic concerns. Furthermore,<b>U.S. API and EIA crude oil inventory changes data for the week ending July 29 are also worthy of investors' attention.</b></p><p>API crude oil inventories in the United States fell by 4.037 million barrels in the week to July 22, compared with expectations for a decrease of 1.12 million barrels. U.S. EIA crude oil inventories fell by 4.523 million barrels in the week ending July 22, far exceeding the expected decrease of 1.037 million barrels, the largest decline in U.S. crude oil inventories since the end of May.<b>In terms of events,</b>St. Louis Fed President Bullard spoke to money market dealers, and investors also need to stay tuned.</p><p><b>OPEC + holds its 31st ministerial meeting.</b>OPEC + will hold its 31st ministerial meeting on August 3 to decide on oil production policy in September. The group will decide whether to heed U.S. calls to supply more crude to global markets. At the 30th ministerial meeting held on June 30, it was decided to increase the total oil production in August 2022 by an average of 648,000 barrels per day.</p><p><b>In terms of financial reports,</b>US stocks<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>The financial report will be released before the U.S. stock market opens on August 3. Furthermore,<a href=\"https://laohu8.com/S/MGM\">MGM</a>、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>The financial report will be released after the U.S. stock market closes on August 3.</p><p><b>In terms of new shares,</b>Hong Kong Stocks<a href=\"https://laohu8.com/S/09857\">Ningmeng Film and Television</a>Subscriptions for new shares will end on Wednesday.</p><p><b>Keywords for Thursday, August 4: Bank of England's interest rate decision, the number of initial jobless claims in the United States for the week ending July 30; Alibaba Earnings</b><img src=\"https://static.tigerbbs.com/5ef0b87a71a17736a8d2dc2b68db0fef\" tg-width=\"908\" tg-height=\"945\" referrerpolicy=\"no-referrer\"/></p><p>Thursday,<b>As for economic data,</b>The Bank of England will announce its interest rate decision.</p><p>The survey shows that the Bank of England may avoid a deeper rate hike in August and instead stick to a moderate pace of 25 basis points in rate hike, but this is a very difficult decision. Furthermore,<b>The United States will release data on the number of initial and renewed jobless claims for the week ending July 30.</b></p><p>The number of U.S. initial jobless claims fell by 5,000 to 256,000 in the week ending July 23. A media survey of economists showed that the median number of applicants was expected to be 250,000. Continued jobless claims fell to 1.36 million in the week ending July 16. While the number of U.S. jobless claims fell for the first time in four weeks, it remained near the highest level since November last year, indicating that the labor market continues to slow.<b>In terms of events, the European Central Bank will publish an economic bulletin.</b></p><p><b>Tesla holds its 2022 annual shareholder meeting.</b>On August 4, Tesla will hold its annual shareholder meeting at the Texas Gigafactory. The company will also live-stream the event, which is expected to announce the latest news on the 4680 battery, full self-driving, Austin and Berlin factories. The agenda of the meeting showed that Tesla's board of directors sought to increase the number of authorized common shares to 4 billion.</p><p><b>In terms of financial reports,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a></b>The financial report will be announced before the U.S. stock market opens on August 4.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the analysis, according to the data of the National Bureau of Statistics, in April/May 2022, my country's total social retail sales fell by 11.1%/6.7% year-on-year, and the month-on-month decline narrowed. It is predicted that the revenue in fiscal year 2023 ~ 2025 will reach 889.7 billion yuan/956.8 billion yuan/1,021.4 billion yuan, a year-on-year increase of 4%/8%/7%; The net profit (Non-GAAP) forecast for fiscal year 2023-2025 was raised to 129.9 billion yuan/147.6 billion yuan/162.5 billion yuan, a year-on-year decrease of 5%/increase of 14%/increase of 10%. The current price corresponds to the company's Hong Kong stock PE (Non-GAAP) 16 times/14 times/13 times.<b>Friday, August 5th Keywords: U.S. non-farm payrolls and unemployment rate in July, Cleveland Fed President Mester delivered a speech</b><img src=\"https://static.tigerbbs.com/939f641cb26b9fc3a5d646ffd88fc5f3\" tg-width=\"905\" tg-height=\"904\" referrerpolicy=\"no-referrer\"/>Friday,<b>As for economic data,</b>The United States will announce July non-agricultural and unemployment rates. At present, the market expects non-agricultural payrolls to increase by 255,000 in July, which is lower than the previous value of 372,000, and the unemployment rate is 3.6%, which is the same as the previous value.</p><p>Previously, the number of new non-farm employment in the United States after seasonally adjustment in June was 372,000, much higher than market expectations of 250,000, continuing the strong momentum of employment growth this year; The unemployment rate was 3.6%, unchanged from May, and still near a 50-year low, in line with expectations.<b>In terms of events, Cleveland Fed President Mester will deliver a speech on monetary policy.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF",".SPX":"S&P 500 Index","IAU":"黄金信托ETF-iShares","BK4201":"综合性石油与天然气企业","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".IXIC":"NASDAQ Composite","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR",".DJI":"道琼斯","HSBC":"汇丰","BK4521":"英国银行股","OXY":"西方石油","DUST":"二倍做空黄金矿业指数ETF-Direxion","BK4207":"综合性银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179267509","content_text":"本周(8.1—8.5)重磅财经事件经济数据方面,美国和欧元区7月Markit制造业PMI终值,美国6月耐用品订单月率修正值,美国截至7月29日当周API和EIA原油库存变动,美国截至7月30日当周初请失业金人数,以及美国7月非农和失业率。财报方面,汇丰控股、阿里巴巴、动视暴雪、AMD、PayPal以及巴菲特新晋爱股西方石油将先后发布财报。此外,本周还需关注澳洲联储利率决议,英国央行利率决议,以及芝加哥联储主席埃文斯,圣路易斯联储主席布拉德等官员的讲话。8月1日 周一关键词:欧元区6月失业率,美国和欧元区7月Markit制造业PMI终值;汇丰控股财报周一,经济数据方面,美国和欧元区将公布7月Markit制造业PMI终值,预计相对低迷,和初值相差不大。美国7月Markit制造业PMI初值录得52.3,虽然好于预期的52,但低于6月数值的52.7,创下2020年7月以来最低。财报方面,作为港股高分红股票之一的汇丰控股将会发布财报;美股动视暴雪也将在8月1日美股盘后发布财报。花旗及中金均预测汇丰控股2022年每股普通股中期息预测为8美仙,较去年同期每股普通股中期息7美仙同比升14.2%。综合4间券商预测,汇控2022年上半年列账基准除税前利润预计为79.37-81.74亿美元,较2021年上半年108.39亿美元计,同比下跌24.6%至26.8%。事件方面,美国众议院议长佩洛西即将开启亚洲行。据澎湃新闻报道,美国众议院议长办公室官网公布佩洛西亚洲之行行程,称佩洛西率领一个国会代表团访问印度-太平洋地区,包括访问新加坡、马来西亚、韩国和日本。声明称,此行将重点关注印太地区的共同安全、经济伙伴关系和民主治理。新加坡外交部说,佩洛西率领的美国议会代表团将在8月1日至2日到访新加坡,与哈莉玛总统和李显龙总理会面。8月2日周二关键词:澳洲联储利率决议,芝加哥联储主席埃文斯发表讲话;动视暴雪、英国石油财报周二,经济数据方面,澳洲联储将公布利率决议,以及美国JOLTs职位空缺。在7月22日至28日的调查中,受访的34位经济学家中有32位预测,澳洲联储将把提高现金利率50个基点至1.85%。这将是自1990年引入现金利率以来,澳洲联储首次在连续三次会议上加息50个基点。其余两位经济学家预计加息幅度会更大,为65或75个基点。事件方面,埃文斯主持媒体早餐会,投资者需关注他涉及经济和美联储货币政策的最新言论。财报方面,美股英国石油、标普全球、优步将会在8月2日美股盘前公布财报。此外,巴菲特新晋爱股西方石油,以及美国超微公司、PayPal将会在8月2日美股盘后公布财报。2022年7月27日西方石油宣布,将向截至2022年10月17日在册的股东派发普通股每股0.13美元的定期季度股息。此外,根据最近3个月提供未来一年价格预测的12位分析师报告,西方石油公司的平均目标价为74.92美元,最高为90.00美元,最低为58.00美元。根据高盛分析师Neil Mehta的说法,西方石油公司继续持有有吸引力的自由现金流前景。8月3日周三关键词:美国6月耐用品订单月率修正值,截至7月29日当周API和EIA原油库存变动;西方石油财报周三,经济数据方面,美国将公布6月耐用品订单月率修正值。美国5月耐用品订单月率 0.7%,预期0.1%,前值0.50%。5月份美国工厂耐用品订单增幅高于预期,表明即便在利率上升和对经济担忧加剧的情况下,企业投资迄今仍保持强劲。此外,截至7月29日当周美国API和EIA原油库存变动数据也值得投资者关注。美国至7月22日当周API原油库存减少403.7万桶,预期减少112万桶。美国截至7月22日当周EIA原油库存减少了452.3万桶,远超预期的减少103.7万桶,为5月底以来最大的美国原油库存降幅。事件方面,圣路易斯联储主席布拉德向货币市场经销商发表讲话,投资者也需保持关注。OPEC+举行第31次部长级会议。OPEC+将于8月3日举行第31次部长级会议,决定9月的石油生产政策。该组织将决定是否听取美国的呼吁,为全球市场供应更多原油。在6月30日举行的第30次部长级会议上,曾决定将2022年8月石油总产量日均上调64.8万桶。财报方面,美股Moderna将在8月3日美股盘前发布财报。此外,美高梅、Lucid将在8月3日美股盘后发布财报。新股方面,港股柠萌影视周三结束新股申购。8月4日周四关键词:英国央行利率决议,美国截至7月30日当周初请失业金人数;阿里巴巴财报周四,经济数据方面,英国央行将公布利率决议。调查显示,英国央行8月可能会避免更大幅度的加息,而是坚守25个基点的温和加息步伐,但这是一个非常艰难的决定。此外,美国将公布截至7月30日当周初请、续请失业金人数等数据。截至7月23日当周,美国初次申请失业金人数减少5,000人,至25.6万人。媒体对经济学家进行的调查显示,申请人数的中位数预期25万人。截至7月16日当周,续请失业金人数降至136万人。虽然美国失业金申请人数四周来首次下降,但仍维持在去年11月以来最高水平附近,表明劳动力市场继续放缓。事件方面,欧洲央行将公布经济公报。特斯拉召开2022年年度股东大会。8月4日,特斯拉将在得克萨斯州超级工厂内召开年度股东大会。该公司还将直播这场活动,预计将会公布关于4680电池、全自动驾驶、奥斯汀和柏林工厂的最新消息。会议议程显示,特斯拉董事会寻求将授权普通股的数量增加到40亿股。财报方面,阿里巴巴-SW、康菲石油等将在8月4日美股盘前公布财报。中信证券分析认为,根据国家统计局数据,2022年4/5月我国社零总额同比下滑11.1%/6.7%,环比降幅收窄,实物商品网上零售额同比减少5.2%/增加7.0%,线上消费回暖。预测2023~2025财年收入至8,897亿元/9,568 亿元/10,214 亿元,同比增加4%/增加8%/增加7%;上调2023-2025财年净利润(Non-GAAP)预测至1,299 亿元/1,476 亿元/1,625 亿元,同比减少5%/增加14%/增加10%,现价对应公司港股PE(Non-GAAP)16倍/14倍/13倍。8月5日周五关键词:美国7月非农和失业率,克利夫兰联储主席梅斯特发表讲话周五,经济数据方面,美国将公布公布7月非农和失业率。目前市场预期7月非农增加25.5万,不及37.2万的前值,失业率为3.6%,和前值持平。此前,美国6月季调后新增非农就业人口为37.2万人,远高于市场预期的25万人,延续了今年以来就业增长的强劲势头;失业率为3.6%,与5月持平,仍维持在50年以来的低点附近,符合预期。事件方面,克利夫兰联储主席梅斯特将就货币政策发表讲话。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,".DJI":0.9,"MGCmain":0.9,"GCmain":0.9,"IAU":0.9,"DUST":0.9,"SImain":0.9,"GDX":0.9,"GLD":0.9,"HSBC":0.9,".SPX":0.9,"SGCmain":0.9,".IXIC":0.9,"SGUmain":0.9,"OXY":0.9,"NUGT":0.9}},"isVote":1,"tweetType":1,"viewCount":2739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901501216,"gmtCreate":1659230089435,"gmtModify":1676536273800,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"😚","listText":"😚","text":"😚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901501216","repostId":"1137777521","repostType":4,"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077340933,"gmtCreate":1658458269522,"gmtModify":1676536162757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"🥹","listText":"🥹","text":"🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077340933","repostId":"1161200490","repostType":4,"repost":{"id":"1161200490","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":1658448405,"share":"https://ttm.financial/m/news/1161200490?lang=en_US&edition=fundamental","pubTime":"2022-07-22 08:06","market":"hk","language":"zh","title":"Last night and this morning | Sudden late at night! Biden tests positive for COVID, ECB rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1161200490","media":"老虎资讯综合","summary":"摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收","content":"<p><html><head></head><body>Summary: ① U.S. stocks rose for three consecutive days, with positive financial reports<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up nearly 10%; ② Most of the popular Chinese concept stocks rose,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up nearly 6%; ③ The European Central Bank announced a rate hike of 50 basis points; ④ Biden's Novel Coronavirus test result was positive. Overseas Market</p><p>1. The three major U.S. stock indexes closed higher, Tesla rose nearly 10%</p><p>U.S. stocks closed higher on Thursday, with all three major stock indexes recording their third consecutive day of gains. As of the close, the Dow Jones Index rose 0.51%, the Nasdaq Composite Index rose 1.36%, and the S&P 500 Index rose 0.99%. Large technology stocks continued their rising pace, Tesla rose 9.78%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.51%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.52%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Rose 0.39%, Netflix rose 3.44%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.98%.</p><p>2. Most popular Chinese concept stocks rose Bilibili,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 6%</p><p>Chinese concept stocks resumed their upward trend on Thursday, with the Nasdaq China Golden Dragon Index rising 1.61%. Bilibili and iQiyi rose nearly 6%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 1%.</p><p>3. Most major European stock indexes closed higher, and the German DAX30 index fell 0.27%.</p><p>Most major European stock indexes closed higher on Thursday, with Germany's DAX30 index falling 0.27%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.21%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.32%.</p><p>4. U.S. crude oil futures prices closed down 3.5% on Thursday, hitting a one-week low</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery fell $3.53, or 3.5%, to settle at $96.35 a barrel on the New York Mercantile Exchange, the lowest closing price since July 14.</p><p>5. New York gold futures closed up 0.8% on Thursday, partially recovering yesterday's losses</p><p>Gold futures for August delivery on the New York Mercantile Exchange rose $13.20, or 0.8%, to close at $1,713.40 an ounce. The futures closed down 0.6% on Wednesday, their lowest close in 15 months.</p><p>International macro</p><p>1. The European Central Bank's rate hike exceeded market expectations and launched new crisis countermeasures tools</p><p>In an effort to curb soaring inflation despite heightened recession risks, the ECB raised key interest rates by 50 basis points in its first rate hike in 11 years and the biggest rate hike since 2000.</p><p>In view of the renewed political turmoil Italy is experiencing, ECB President Christine Lagarde and her colleagues have also launched a new tool that hopefully will ensure that markets do not push borrowing costs in fragile economies in the euro zone to excessively high levels, avoiding a recurrence of the kind of situation that occurred in 2012 when the euro's survival prospects were questioned.</p><p>2. The European Central Bank's 50 basis point rate hike makes investors more confident that the Bank of England will follow suit</p><p>The news that the European Central Bank raised interest rates by 50 basis points will strengthen market expectations for sharp rate hike in other parts of Europe. Investors now believe that next month's Bank of England rate hike of 50 basis points is almost certain, which will be the biggest rate hike since the Bank of England gained independence in 1997.</p><p>3. The European Central Bank launches a new bond purchase plan to ease the pressure on highly indebted countries</p><p>On the 21st local time, the European Central Bank decided to launch a bond purchase program called \"Transitional Protection Mechanism\" while announcing the rate hike. European Central Bank President Christine Lagarde further explained at the press conference on the same day that this \"transitional protection mechanism\" was introduced to alleviate the debt repayment pressure of countries with high debt ratios such as Italy after the rate hike of the European Central Bank and avoid another debt crisis in Europe.</p><p>4. White House: Biden will first quarantine for 5 days and resume public affairs activities after Novel Coronavirus's test results turn negative</p><p>On July 21, local time, White House Press Spokesperson Karine Jean-Pierre and White House COVID-19 pandemic Coordinator Ash Jha issued a statement on Biden's diagnosis of novel coronavirus pneumonia at the briefing that day, saying that Biden's probability of serious illness is very low. He is feeling good at present, but has mild symptoms. He started to have a runny nose, occasional dry cough, and fatigue last night. He has now started taking COVID-19 treatment drugs. The White House said that Biden will be quarantined for five days and resume public affairs activities after Novel Coronavirus's test results turn negative.</p><p>5. Italian President Mattarella decided to dissolve parliament</p><p>On the afternoon of 21st local time, Italian President Mattarella and Italian Prime Minister Draghi signed a decree at the presidential palace, deciding to dissolve the parliament. Mattarella said in a speech that the Senate vote on the 20th showed that the government lacked the support of parliament and could not form a new majority government. In this case, it is inevitable to dissolve the parliament in advance.</p><p>6. U.S. mortgage interest rates climb to 5.54%, putting greater pressure on home buyers' affordability</p><p>A slight rise in mortgage rates in the United States has added pressure to the housing market and made the affordability of homebuyers face greater challenges. Freddie Mac said in a statement Thursday that the average rate on a 30-year loan rose to 5.54% from 5.51% last week. \"In the case of real estate, the sharp rise in home prices coupled with higher mortgage rates has created a cap on affordability,\" said George Ratiu, economic research manager at Realtor.com.</p><p>7. U.S. initial jobless claims rise to eight-month high, indicating a cooling labor market</p><p>The number of U.S. initial jobless claims rose for the third straight week, the highest since November, as more companies announced layoffs, signaling a cooling in the labor market. The number of initial jobless claims rose by 7,000 to 251,000 in the week ending July 16, according to data released by the U.S. Labor Department on Thursday.</p><p>8. Denmark, the pioneer of negative interest rates, follows the example of the European Central Bank and raises the benchmark interest rate, which is no longer the lowest policy interest rate in the world</p><p>Denmark, the country with the longest negative interest rate, followed the example of the European Central Bank and raised its benchmark interest rate to defend the exchange rate system of pegging the krona to the euro. The Danish central bank in Copenhagen raised the interest rate on demand deposit accounts from-0.6% to-0.1%, according to a statement on Thursday.</p><p>9. There is not enough natural gas, and the EU wants to save itself? Nearly half of member states oppose it</p><p>In order to prevent Russia from \"cutting off gas\", the European Union proposed on Wednesday that member states should \"voluntarily\" reduce natural gas use by 15% starting next month. However, this plan has met with huge resistance, with nearly half of the member countries opposing this proposal. Reducing natural gas use is currently \"voluntary\", but the EU can make the reduction target mandatory when natural gas supply is tight.</p><p>10. Murmu won 64% of the votes and was elected as the new President of India</p><p>On the 21st local time, Murmu, the candidate elected by the Indian Democratic League, won 64% of the votes and was elected as the 15th president of India. At 11: 00 a.m. on the 21st, the counting of votes in the Indian presidential election officially started, and Murmu's votes took the lead all the way. In the evening of that day, before the votes were exhausted, it was a foregone conclusion that Murmu became the new president of India. In this way, Murmu became the second female president of India and the first president from a tribal area.</p><p>11. WHO re-judges the monkeypox epidemic, experts worry that medical inequality may intensify</p><p>The World Health Organization's emergency committee met again on the 21st to judge the current monkeypox epidemic, and will assess whether the epidemic constitutes a \"public health emergency of international concern\", that is, the highest level warning issued by WHO. Some public health experts believe that the monkeypox outbreak in Africa is significantly different from the monkeypox outbreak found in developed countries, which may complicate the coordinated response globally or aggravate the current situation of medical inequality.</p><p>12. Philadelphia Fed's manufacturing expectations index fell to its lowest level since 1979</p><p>The outlook for the business situation for manufacturers in the Philadelphia area of the United States slipped to its lowest level since 1979 this month, with indicators of future new orders and capital expenditure plans both deteriorating. Data from the U.S. Federal Reserve Bank of Philadelphia released Thursday showed a gauge of business conditions over the next six months fell nearly 12 points to-18.6. The gauge of manufacturers' assessment of the status quo fell 9 points to-12.3, worse than all economists surveyed by Bloomberg expected.</p><p>13、<a href=\"https://laohu8.com/S/USEG\">US Energy</a>Ministry announces $96 million to advance clean vehicle technology</p><p>On July 21, local time, the U.S. Department of Energy announced that it would provide US $96 million to promote clean vehicle technology to reduce carbon emissions. The funding aims to decarbonise and accelerate electrification of all vehicles, reducing fuel costs for drivers and companies.</p><p>14. Russian Energy Minister: The Russian energy industry performed well in the first half of the year</p><p>Russian Energy Minister Shuliginov said on the 21st that the Russian energy industry performed well in the first half of the year and was able to adapt to difficult economic conditions. He also emphasized that Russia's domestic energy market is stable and there is no problem with energy supply. Shuliginov said that in the first half of this year, Russia's oil production increased by 3.4% year-on-year, electricity production increased by 1.9% year-on-year, and coal production was roughly the same as the same period last year.</p><p>15. The UK Supreme Court will rule on Scottish referendum rights in October</p><p>The UK's Supreme Court will decide in October whether Scottish leaders can hold an independence referendum without the approval of the London government. On the issue of whether Scotland has the right to hold another referendum to decide whether to part ways again after more than 300 years of reunification, the debate between the independent Scottish government and Westminster has been protracted, and the Supreme Court's ruling will be a heavyweight influence event.</p><p>16. The central bank of Ukraine significantly lowered the fixed exchange rate of its currency and expected the economy to shrink by one-third during the year</p><p>On Thursday (July 21) local time, the Central Bank of Ukraine announced that as the inflation rate reached 21.5% in June, the central bank decided to maintain the key policy interest rate at a historically high level of 25%. At the same time, the Central Bank of Ukraine also announced that it will raise the official fixed exchange rate of the US dollar against the hryvnia by 25% starting at 9 a.m. on July 21, 2022, to the level of 36.5686 hryvnia per US dollar. According to calculations, this move is equivalent to devaluing the exchange rate of hryvnia against the US dollar by nearly 20%.</p><p>Shortly after the announcement, Shepchenko, governor of the Central Bank of Ukraine, said at the press conference that Ukraine's economy will shrink by one-third in 2022, but if Black Sea ports return to smooth flow, the economy is expected to resume growth from 2023 to 2024.</p><p>The situation between Russia and Ukraine</p><p>1. The signing ceremony of the Ukrainian grain export and transportation agreement will be held in Istanbul on July 22</p><p>According to news released by the Information Bureau of the Turkish Presidential Palace on the evening of July 21, the signing ceremony of the Ukrainian grain export and transportation agreement will be held at 16:30 local time on the 22nd in the Dolma Bahce office area of the Turkish Presidential Palace in Istanbul. Turkish President Recep Tayyip Erdogan, UN Secretary-General Guterres and representatives of Ukraine and Russia will attend the signing ceremony.</p><p>2. Russian Deputy Foreign Minister: Russia is discussing restrictions on Russian grain exports with the United Nations</p><p>On July 21, local time, Russian Deputy Foreign Minister Andrei Rudenko issued a statement stating that grain transportation negotiations between Russia, Turkey, Ukraine and the United Nations will continue to be conducted via video. Russia is discussing with the United Nations the issue of restricting Russian grain exports. The Russian side believes that Russian grain exports should be resolved in parallel with Ukrainian grain exports. Without the supply of Russian grain and fertilizers, it will be difficult to solve the global grain problem. Russia hopes to reach an agreement on the Ukrainian grain issue in the near future.</p><p>3. The European Council announced an exemption from the ban on the import of Russian gold and jewelry<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>trade</p><p>The European Council announced on the 21st local time that it would implement new measures called \"maintenance and adjustment\" against Russia. Including banning the import of gold and jewelry from Russia, increasing the list of prohibited exports to Russia of materials and technologies that can be used for military use, and imposing sanctions on Russian individuals and entities; At the same time, it is allowed to export equipment related to civil aviation safety to Russia, Russia is allowed to export agricultural products and oil to third parties, and third parties are allowed to purchase medicines and medical equipment from Russia.</p><p>4. The British government imposes new sanctions on Russian coal, oil and gold</p><p>According to documents released on the official website of the British government, on July 21, 2022, the British government revised the sanctions regulations against Russia. The amendment prohibits the import of oil and petroleum products, coal and coal products and gold from Russia, and also prohibits the provision of technical assistance, financial services, funds and intermediary services related to these goods. The ban on gold imports came into effect on July 21, the ban on coal imports will come into effect on August 10, 2022, and the ban on oil imports will come into effect on December 31, 2022.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2253763867\" target=\"_blank\">Inflation squeezes consumers' ability to comply, AT&T once recorded its biggest one-day drop since 2002</a></p><p>AT&T, the largest U.S. communications and Internet service provider, acknowledged on Thursday that customers' movements to pay bills have also begun to slow amid high inflation. Affected by this, the company expects full-year free cash flow to drop from US $16 billion to US $14 billion. The company's stock price plunged nearly 11% during the day, which was also the biggest drop for the giant since 2002. At the close, the decline narrowed slightly to 7.62%.</p><p>2、<a href=\"https://laohu8.com/NW/1191434178\" target=\"_blank\">Snap hands over weakest earnings report since listing, plummeting more than 25% after hours</a></p><p>Snap, a social media platform in the United States, disclosed its financial report after the market closed on Thursday. In the second quarter, it achieved a total revenue of US $1.11 billion, which was not only worse than expected, but the 13% year-on-year growth rate was even lower than COVID-19 pandemic's early days. The company's worst performance since its listing. As of press time, the company fell 25.08% after hours.</p><p>3、<a href=\"https://laohu8.com/NW/2253172027\" target=\"_blank\">Amazon buys One Medical for $3.9 billion</a></p><p>Amazon announced on Thursday that it will acquire medical service provider One Medical for $18 per share, valuing the overall transaction at $3.9 billion, a 77% premium to Wednesday's closing price. One Medical mainly provides medical services to corporate employees and individuals. It has 180 offices in 25 markets in the United States and provides employee medical services to 8,000 companies.</p><p>4. Musk's important deputy and head of the Texas factory are under internal investigation</p><p>According to media reports on Thursday citing sources, Omead Afshar, an important deputy of Musk and head of the Texas factory, was internally investigated for ordering the secret purchase of a special type of glass, and may be required to take a holiday and eventually leave the company. It is reported that many employees involved in this matter have been fired, and the internal investigation team is currently judging whether the purchase is for CEO Musk's personal needs.</p><p>5、<a href=\"https://laohu8.com/NW/1176253842\" target=\"_blank\">Ford Motor releases power battery production increase plan and reaches strategic cooperation with CATL</a></p><p>On Thursday, Ford announced new developments in the supply and cooperation of a series of power batteries and related raw materials worldwide. It will achieve an annual power battery production capacity of 60GWh by adding lithium iron phosphate battery solutions and locking in the supply of related raw materials, ensuring that the company will achieve an annual production capacity of 60GWh in 2023. The annualized production capacity target of 600,000 electric vehicles.</p><p>Ford Motor said that starting next year, the Mustang Mach-E in the North American market will add a lithium iron phosphate battery pack version, and the F-150 Lightning pure electric pickup truck in the North American market will also be equipped with a lithium iron phosphate battery pack version from 2024, both of which are provided by CATL. Ford plans to reach its target of 2 million annualized production capacity by 2026.</p><p>Ford announced that it will directly purchase the upstream raw materials required for power batteries from the United States, Australia, Indonesia and other places, and has cooperated with<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/VALE\">Vale</a>、<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>And other enterprises signed a memorandum of understanding on cooperation.</p><p>6、<a href=\"https://laohu8.com/NW/2253729786\" target=\"_blank\">HSBC exits Russian business, local subsidiary sold to Expobank</a></p><p>HSBC sells its Russian subsidiary to local bank Expobank, becoming the latest to exit the country following the Russia-Ukraine conflict<a href=\"https://laohu8.com/S/IBOC\">International banks</a>。 In a statement, HSBC said it had agreed to a deal to sell its Russian business to Expobank; The amount of the transaction was not disclosed. The deal marks the withdrawal of another international bank from Russia.</p><p>7、<a href=\"https://laohu8.com/NW/2253779187\" target=\"_blank\">Samsung Electronics will spend nearly US $200 billion in the next two decades to build a new factory in Texas, USA</a></p><p>According to foreign media reports, South Korea<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is considering building 11 chip factories in Texas, USA, in the next two decades, with a total investment that may be close to US $200 billion and create more than 10,000 jobs. Samsung announced these plans in part because it plans to get financial incentives from the Texas government before they expire.</p><p>8、<a href=\"https://laohu8.com/NW/2253773522\" target=\"_blank\">Bank of America: Is Sticking To Original Hiring Plan</a></p><p>Bank of America CEO Brian Moynihan said the bank is maintaining its initial hiring plan despite a challenging economic environment and reduced hiring by other companies. \"We don't have any plans to make major adjustments because frankly, our plan is to adjust the number of employees at any time,\" Moynihan said in an interview Thursday.</p><p>9、<a href=\"https://laohu8.com/NW/1124767939\" target=\"_blank\">Morgan Stanley: If Apple changes its business model, its market value may return to $3 trillion</a></p><p>Morgan Stanley believes that Apple's business model from a pure hardware company to a subscription-based company will provide a clear path for the company's market value to return to $3 trillion. Morgan Stanley analyst Erik Woodring said that although the market still tends to see Apple as a hardware company, the company's business model is shifting from maximizing hardware shipments to maximizing the installed base to increase service subscription revenue.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning | Sudden late at night! Biden tests positive for COVID, ECB rate hike</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Sudden late at night! Biden tests positive for COVID, ECB rate hike\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\">2022-07-22 08:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: ① U.S. stocks rose for three consecutive days, with positive financial reports<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Up nearly 10%; ② Most of the popular Chinese concept stocks rose,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up nearly 6%; ③ The European Central Bank announced a rate hike of 50 basis points; ④ Biden's Novel Coronavirus test result was positive. Overseas Market</p><p>1. The three major U.S. stock indexes closed higher, Tesla rose nearly 10%</p><p>U.S. stocks closed higher on Thursday, with all three major stock indexes recording their third consecutive day of gains. As of the close, the Dow Jones Index rose 0.51%, the Nasdaq Composite Index rose 1.36%, and the S&P 500 Index rose 0.99%. Large technology stocks continued their rising pace, Tesla rose 9.78%,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up 1.51%,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 1.52%,<a href=\"https://laohu8.com/S/GOOGL\">Google A</a>Rose 0.39%, Netflix rose 3.44%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 0.98%.</p><p>2. Most popular Chinese concept stocks rose Bilibili,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 6%</p><p>Chinese concept stocks resumed their upward trend on Thursday, with the Nasdaq China Golden Dragon Index rising 1.61%. Bilibili and iQiyi rose nearly 6%,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>Up more than 1%.</p><p>3. Most major European stock indexes closed higher, and the German DAX30 index fell 0.27%.</p><p>Most major European stock indexes closed higher on Thursday, with Germany's DAX30 index falling 0.27%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 0.21%, the French CAC40 index rose 0.27%, and the European Stoxx 50 index rose 0.32%.</p><p>4. U.S. crude oil futures prices closed down 3.5% on Thursday, hitting a one-week low</p><p>West Texas Intermediate (WTI) crude oil futures for September delivery fell $3.53, or 3.5%, to settle at $96.35 a barrel on the New York Mercantile Exchange, the lowest closing price since July 14.</p><p>5. New York gold futures closed up 0.8% on Thursday, partially recovering yesterday's losses</p><p>Gold futures for August delivery on the New York Mercantile Exchange rose $13.20, or 0.8%, to close at $1,713.40 an ounce. The futures closed down 0.6% on Wednesday, their lowest close in 15 months.</p><p>International macro</p><p>1. The European Central Bank's rate hike exceeded market expectations and launched new crisis countermeasures tools</p><p>In an effort to curb soaring inflation despite heightened recession risks, the ECB raised key interest rates by 50 basis points in its first rate hike in 11 years and the biggest rate hike since 2000.</p><p>In view of the renewed political turmoil Italy is experiencing, ECB President Christine Lagarde and her colleagues have also launched a new tool that hopefully will ensure that markets do not push borrowing costs in fragile economies in the euro zone to excessively high levels, avoiding a recurrence of the kind of situation that occurred in 2012 when the euro's survival prospects were questioned.</p><p>2. The European Central Bank's 50 basis point rate hike makes investors more confident that the Bank of England will follow suit</p><p>The news that the European Central Bank raised interest rates by 50 basis points will strengthen market expectations for sharp rate hike in other parts of Europe. Investors now believe that next month's Bank of England rate hike of 50 basis points is almost certain, which will be the biggest rate hike since the Bank of England gained independence in 1997.</p><p>3. The European Central Bank launches a new bond purchase plan to ease the pressure on highly indebted countries</p><p>On the 21st local time, the European Central Bank decided to launch a bond purchase program called \"Transitional Protection Mechanism\" while announcing the rate hike. European Central Bank President Christine Lagarde further explained at the press conference on the same day that this \"transitional protection mechanism\" was introduced to alleviate the debt repayment pressure of countries with high debt ratios such as Italy after the rate hike of the European Central Bank and avoid another debt crisis in Europe.</p><p>4. White House: Biden will first quarantine for 5 days and resume public affairs activities after Novel Coronavirus's test results turn negative</p><p>On July 21, local time, White House Press Spokesperson Karine Jean-Pierre and White House COVID-19 pandemic Coordinator Ash Jha issued a statement on Biden's diagnosis of novel coronavirus pneumonia at the briefing that day, saying that Biden's probability of serious illness is very low. He is feeling good at present, but has mild symptoms. He started to have a runny nose, occasional dry cough, and fatigue last night. He has now started taking COVID-19 treatment drugs. The White House said that Biden will be quarantined for five days and resume public affairs activities after Novel Coronavirus's test results turn negative.</p><p>5. Italian President Mattarella decided to dissolve parliament</p><p>On the afternoon of 21st local time, Italian President Mattarella and Italian Prime Minister Draghi signed a decree at the presidential palace, deciding to dissolve the parliament. Mattarella said in a speech that the Senate vote on the 20th showed that the government lacked the support of parliament and could not form a new majority government. In this case, it is inevitable to dissolve the parliament in advance.</p><p>6. U.S. mortgage interest rates climb to 5.54%, putting greater pressure on home buyers' affordability</p><p>A slight rise in mortgage rates in the United States has added pressure to the housing market and made the affordability of homebuyers face greater challenges. Freddie Mac said in a statement Thursday that the average rate on a 30-year loan rose to 5.54% from 5.51% last week. \"In the case of real estate, the sharp rise in home prices coupled with higher mortgage rates has created a cap on affordability,\" said George Ratiu, economic research manager at Realtor.com.</p><p>7. U.S. initial jobless claims rise to eight-month high, indicating a cooling labor market</p><p>The number of U.S. initial jobless claims rose for the third straight week, the highest since November, as more companies announced layoffs, signaling a cooling in the labor market. The number of initial jobless claims rose by 7,000 to 251,000 in the week ending July 16, according to data released by the U.S. Labor Department on Thursday.</p><p>8. Denmark, the pioneer of negative interest rates, follows the example of the European Central Bank and raises the benchmark interest rate, which is no longer the lowest policy interest rate in the world</p><p>Denmark, the country with the longest negative interest rate, followed the example of the European Central Bank and raised its benchmark interest rate to defend the exchange rate system of pegging the krona to the euro. The Danish central bank in Copenhagen raised the interest rate on demand deposit accounts from-0.6% to-0.1%, according to a statement on Thursday.</p><p>9. There is not enough natural gas, and the EU wants to save itself? Nearly half of member states oppose it</p><p>In order to prevent Russia from \"cutting off gas\", the European Union proposed on Wednesday that member states should \"voluntarily\" reduce natural gas use by 15% starting next month. However, this plan has met with huge resistance, with nearly half of the member countries opposing this proposal. Reducing natural gas use is currently \"voluntary\", but the EU can make the reduction target mandatory when natural gas supply is tight.</p><p>10. Murmu won 64% of the votes and was elected as the new President of India</p><p>On the 21st local time, Murmu, the candidate elected by the Indian Democratic League, won 64% of the votes and was elected as the 15th president of India. At 11: 00 a.m. on the 21st, the counting of votes in the Indian presidential election officially started, and Murmu's votes took the lead all the way. In the evening of that day, before the votes were exhausted, it was a foregone conclusion that Murmu became the new president of India. In this way, Murmu became the second female president of India and the first president from a tribal area.</p><p>11. WHO re-judges the monkeypox epidemic, experts worry that medical inequality may intensify</p><p>The World Health Organization's emergency committee met again on the 21st to judge the current monkeypox epidemic, and will assess whether the epidemic constitutes a \"public health emergency of international concern\", that is, the highest level warning issued by WHO. Some public health experts believe that the monkeypox outbreak in Africa is significantly different from the monkeypox outbreak found in developed countries, which may complicate the coordinated response globally or aggravate the current situation of medical inequality.</p><p>12. Philadelphia Fed's manufacturing expectations index fell to its lowest level since 1979</p><p>The outlook for the business situation for manufacturers in the Philadelphia area of the United States slipped to its lowest level since 1979 this month, with indicators of future new orders and capital expenditure plans both deteriorating. Data from the U.S. Federal Reserve Bank of Philadelphia released Thursday showed a gauge of business conditions over the next six months fell nearly 12 points to-18.6. The gauge of manufacturers' assessment of the status quo fell 9 points to-12.3, worse than all economists surveyed by Bloomberg expected.</p><p>13、<a href=\"https://laohu8.com/S/USEG\">US Energy</a>Ministry announces $96 million to advance clean vehicle technology</p><p>On July 21, local time, the U.S. Department of Energy announced that it would provide US $96 million to promote clean vehicle technology to reduce carbon emissions. The funding aims to decarbonise and accelerate electrification of all vehicles, reducing fuel costs for drivers and companies.</p><p>14. Russian Energy Minister: The Russian energy industry performed well in the first half of the year</p><p>Russian Energy Minister Shuliginov said on the 21st that the Russian energy industry performed well in the first half of the year and was able to adapt to difficult economic conditions. He also emphasized that Russia's domestic energy market is stable and there is no problem with energy supply. Shuliginov said that in the first half of this year, Russia's oil production increased by 3.4% year-on-year, electricity production increased by 1.9% year-on-year, and coal production was roughly the same as the same period last year.</p><p>15. The UK Supreme Court will rule on Scottish referendum rights in October</p><p>The UK's Supreme Court will decide in October whether Scottish leaders can hold an independence referendum without the approval of the London government. On the issue of whether Scotland has the right to hold another referendum to decide whether to part ways again after more than 300 years of reunification, the debate between the independent Scottish government and Westminster has been protracted, and the Supreme Court's ruling will be a heavyweight influence event.</p><p>16. The central bank of Ukraine significantly lowered the fixed exchange rate of its currency and expected the economy to shrink by one-third during the year</p><p>On Thursday (July 21) local time, the Central Bank of Ukraine announced that as the inflation rate reached 21.5% in June, the central bank decided to maintain the key policy interest rate at a historically high level of 25%. At the same time, the Central Bank of Ukraine also announced that it will raise the official fixed exchange rate of the US dollar against the hryvnia by 25% starting at 9 a.m. on July 21, 2022, to the level of 36.5686 hryvnia per US dollar. According to calculations, this move is equivalent to devaluing the exchange rate of hryvnia against the US dollar by nearly 20%.</p><p>Shortly after the announcement, Shepchenko, governor of the Central Bank of Ukraine, said at the press conference that Ukraine's economy will shrink by one-third in 2022, but if Black Sea ports return to smooth flow, the economy is expected to resume growth from 2023 to 2024.</p><p>The situation between Russia and Ukraine</p><p>1. The signing ceremony of the Ukrainian grain export and transportation agreement will be held in Istanbul on July 22</p><p>According to news released by the Information Bureau of the Turkish Presidential Palace on the evening of July 21, the signing ceremony of the Ukrainian grain export and transportation agreement will be held at 16:30 local time on the 22nd in the Dolma Bahce office area of the Turkish Presidential Palace in Istanbul. Turkish President Recep Tayyip Erdogan, UN Secretary-General Guterres and representatives of Ukraine and Russia will attend the signing ceremony.</p><p>2. Russian Deputy Foreign Minister: Russia is discussing restrictions on Russian grain exports with the United Nations</p><p>On July 21, local time, Russian Deputy Foreign Minister Andrei Rudenko issued a statement stating that grain transportation negotiations between Russia, Turkey, Ukraine and the United Nations will continue to be conducted via video. Russia is discussing with the United Nations the issue of restricting Russian grain exports. The Russian side believes that Russian grain exports should be resolved in parallel with Ukrainian grain exports. Without the supply of Russian grain and fertilizers, it will be difficult to solve the global grain problem. Russia hopes to reach an agreement on the Ukrainian grain issue in the near future.</p><p>3. The European Council announced an exemption from the ban on the import of Russian gold and jewelry<a href=\"https://laohu8.com/S/000061\">Agricultural products</a>trade</p><p>The European Council announced on the 21st local time that it would implement new measures called \"maintenance and adjustment\" against Russia. Including banning the import of gold and jewelry from Russia, increasing the list of prohibited exports to Russia of materials and technologies that can be used for military use, and imposing sanctions on Russian individuals and entities; At the same time, it is allowed to export equipment related to civil aviation safety to Russia, Russia is allowed to export agricultural products and oil to third parties, and third parties are allowed to purchase medicines and medical equipment from Russia.</p><p>4. The British government imposes new sanctions on Russian coal, oil and gold</p><p>According to documents released on the official website of the British government, on July 21, 2022, the British government revised the sanctions regulations against Russia. The amendment prohibits the import of oil and petroleum products, coal and coal products and gold from Russia, and also prohibits the provision of technical assistance, financial services, funds and intermediary services related to these goods. The ban on gold imports came into effect on July 21, the ban on coal imports will come into effect on August 10, 2022, and the ban on oil imports will come into effect on December 31, 2022.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2253763867\" target=\"_blank\">Inflation squeezes consumers' ability to comply, AT&T once recorded its biggest one-day drop since 2002</a></p><p>AT&T, the largest U.S. communications and Internet service provider, acknowledged on Thursday that customers' movements to pay bills have also begun to slow amid high inflation. Affected by this, the company expects full-year free cash flow to drop from US $16 billion to US $14 billion. The company's stock price plunged nearly 11% during the day, which was also the biggest drop for the giant since 2002. At the close, the decline narrowed slightly to 7.62%.</p><p>2、<a href=\"https://laohu8.com/NW/1191434178\" target=\"_blank\">Snap hands over weakest earnings report since listing, plummeting more than 25% after hours</a></p><p>Snap, a social media platform in the United States, disclosed its financial report after the market closed on Thursday. In the second quarter, it achieved a total revenue of US $1.11 billion, which was not only worse than expected, but the 13% year-on-year growth rate was even lower than COVID-19 pandemic's early days. The company's worst performance since its listing. As of press time, the company fell 25.08% after hours.</p><p>3、<a href=\"https://laohu8.com/NW/2253172027\" target=\"_blank\">Amazon buys One Medical for $3.9 billion</a></p><p>Amazon announced on Thursday that it will acquire medical service provider One Medical for $18 per share, valuing the overall transaction at $3.9 billion, a 77% premium to Wednesday's closing price. One Medical mainly provides medical services to corporate employees and individuals. It has 180 offices in 25 markets in the United States and provides employee medical services to 8,000 companies.</p><p>4. Musk's important deputy and head of the Texas factory are under internal investigation</p><p>According to media reports on Thursday citing sources, Omead Afshar, an important deputy of Musk and head of the Texas factory, was internally investigated for ordering the secret purchase of a special type of glass, and may be required to take a holiday and eventually leave the company. It is reported that many employees involved in this matter have been fired, and the internal investigation team is currently judging whether the purchase is for CEO Musk's personal needs.</p><p>5、<a href=\"https://laohu8.com/NW/1176253842\" target=\"_blank\">Ford Motor releases power battery production increase plan and reaches strategic cooperation with CATL</a></p><p>On Thursday, Ford announced new developments in the supply and cooperation of a series of power batteries and related raw materials worldwide. It will achieve an annual power battery production capacity of 60GWh by adding lithium iron phosphate battery solutions and locking in the supply of related raw materials, ensuring that the company will achieve an annual production capacity of 60GWh in 2023. The annualized production capacity target of 600,000 electric vehicles.</p><p>Ford Motor said that starting next year, the Mustang Mach-E in the North American market will add a lithium iron phosphate battery pack version, and the F-150 Lightning pure electric pickup truck in the North American market will also be equipped with a lithium iron phosphate battery pack version from 2024, both of which are provided by CATL. Ford plans to reach its target of 2 million annualized production capacity by 2026.</p><p>Ford announced that it will directly purchase the upstream raw materials required for power batteries from the United States, Australia, Indonesia and other places, and has cooperated with<a href=\"https://laohu8.com/S/603799\">Huayou Cobalt</a>、<a href=\"https://laohu8.com/S/VALE\">Vale</a>、<a href=\"https://laohu8.com/S/BBL\">Bhp biliton</a>And other enterprises signed a memorandum of understanding on cooperation.</p><p>6、<a href=\"https://laohu8.com/NW/2253729786\" target=\"_blank\">HSBC exits Russian business, local subsidiary sold to Expobank</a></p><p>HSBC sells its Russian subsidiary to local bank Expobank, becoming the latest to exit the country following the Russia-Ukraine conflict<a href=\"https://laohu8.com/S/IBOC\">International banks</a>。 In a statement, HSBC said it had agreed to a deal to sell its Russian business to Expobank; The amount of the transaction was not disclosed. The deal marks the withdrawal of another international bank from Russia.</p><p>7、<a href=\"https://laohu8.com/NW/2253779187\" target=\"_blank\">Samsung Electronics will spend nearly US $200 billion in the next two decades to build a new factory in Texas, USA</a></p><p>According to foreign media reports, South Korea<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>It is considering building 11 chip factories in Texas, USA, in the next two decades, with a total investment that may be close to US $200 billion and create more than 10,000 jobs. Samsung announced these plans in part because it plans to get financial incentives from the Texas government before they expire.</p><p>8、<a href=\"https://laohu8.com/NW/2253773522\" target=\"_blank\">Bank of America: Is Sticking To Original Hiring Plan</a></p><p>Bank of America CEO Brian Moynihan said the bank is maintaining its initial hiring plan despite a challenging economic environment and reduced hiring by other companies. \"We don't have any plans to make major adjustments because frankly, our plan is to adjust the number of employees at any time,\" Moynihan said in an interview Thursday.</p><p>9、<a href=\"https://laohu8.com/NW/1124767939\" target=\"_blank\">Morgan Stanley: If Apple changes its business model, its market value may return to $3 trillion</a></p><p>Morgan Stanley believes that Apple's business model from a pure hardware company to a subscription-based company will provide a clear path for the company's market value to return to $3 trillion. Morgan Stanley analyst Erik Woodring said that although the market still tends to see Apple as a hardware company, the company's business model is shifting from maximizing hardware shipments to maximizing the installed base to increase service subscription revenue.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车",".SPX":"S&P 500 Index","TSLA":"特斯拉","BK4574":"无人驾驶","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4099":"汽车制造商",".DJI":"道琼斯","BK4511":"特斯拉概念","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161200490","content_text":"摘要:①美股三连涨,财报利好特斯拉涨近10%;②热门中概股多数走高,哔哩哔哩涨近6%;③欧洲央行宣布加息50个基点;④拜登新冠病毒检测结果呈阳性。海外市场1、美股三大指数收高特斯拉涨近10%美股周四收高,三大股指均录得连续第三日上涨,截至收盘,道琼斯指数涨0.51%,纳斯达克综合指数涨1.36%,标普500指数涨0.99%。大型科技股延续上涨步伐,特斯拉大涨9.78%,苹果涨1.51%,亚马逊涨1.52%,谷歌A涨0.39%,奈飞涨3.44%,微软涨0.98%。2、热门中概股多数上涨哔哩哔哩、爱奇艺涨近6%中概股周四重拾升势,纳斯达克中国金龙指数涨1.61%。哔哩哔哩、爱奇艺涨近6%,百度、京东涨超2%,理想汽车、蔚来涨超1%。3、欧股主要指数多数收涨德国DAX30指数跌0.27%欧股主要指数周四多数收涨,德国DAX30指数跌0.27%,英国富时100指数涨0.21%,法国CAC40指数涨0.27%,欧洲斯托克50指数涨0.32%。4、美国原油期货价格周四收跌3.5% 创一周新低纽约商品交易所9月交割的西德克萨斯中质(WTI)原油期货价格下跌3.53美元,跌幅为3.5%,收于每桶96.35美元,为7月14日以来的最低收盘价。5、纽约黄金期货周四收高0.8% 部分挽回昨日损失纽约商品交易所8月交割的黄金期货价格上涨13.20美元,涨幅为0.8%,收于每盎司1713.40美元。周三该期货收跌0.6%,创15个月来的最低收盘价。国际宏观1、欧洲央行以超出市场预期的幅度加息 并推出新的危机对抗工具尽管经济衰退风险加剧,但为了遏制飙升的通胀,欧洲央行将关键利率提高了50个基点,这是其11年来的首次加息,也是2000年以来加息幅度最大的一次。鉴于意大利正在经历新一轮的政治动荡,欧洲央行行长克里斯蒂娜·拉加德和她的同事们还推出了一种新工具,希望能确保市场不会将欧元区脆弱经济体的借贷成本推升至过高水平,避免2012年欧元生存前景受到质疑时的那种情况再次发生。2、欧洲央行加息50基点 令投资者更笃定英国央行也会仿而效之欧洲央行升息50基点的消息将增强市场对欧洲其他地区大幅加息的预期。投资者现在认为,下个月英国央行加息50个基点几乎已经确定无疑,这将是英国央行自1997年获得独立性以来幅度最大的一次加息。3、欧洲央行推出新购债计划以缓解高负债国压力当地时间21日,欧洲央行在宣布加息的同时决定推出一项名为“过渡保护机制”的购债计划。欧洲央行行长拉加德在当天的新闻发布会上进一步解释说,推出这一“过渡保护机制”是为了缓解意大利等负债率较高的国家在欧洲央行加息后的还债压力,避免欧洲再次发生债务危机。4、白宫:拜登将先隔离5天 并在新冠病毒检测结果转阴后恢复公共事务活动当地时间7月21日,美国白宫新闻发言人卡琳·让-皮埃尔和白宫新冠疫情协调员阿什·贾在当天的简报会上就拜登确诊新冠肺炎一事发表声明,称拜登患重病的概率非常低,他目前感觉良好,只是有比较轻微的症状,昨晚开始有流鼻涕、偶尔干咳以及疲劳等状况,目前已经开始服用新冠治疗药物。白宫称,拜登将先隔离5天,并在新冠病毒检测结果转阴后恢复公共事务活动。5、意大利总统马塔雷拉决定解散议会当地时间21日下午,意大利总统马塔雷拉与意大利总理德拉吉在总统府共同签署法令,决定解散议会。马塔雷拉发表讲话称,20日的参议院投票说明,政府缺乏议会的支持,也不可能组成新的多数派政府。这种情况下提前解散议会不可避免。6、美国住房抵押贷款利率攀升至5.54% 给购房者承受能力带来更大压力美国抵押贷款利率小幅上升,增加了房地产市场的压力,也令购房者的负担能力面临更大挑战。房地美周四在一份声明中表示,30年期贷款平均利率从上周的5.51%升至5.54%。“就房地产而言,房价大幅上涨加上抵押贷款利率上升已经造成了承受能力的上限,” Realtor.com经济研究经理George Ratiu表示。7、美国首次申领失业救济人数升至八个月高位 显示劳动力市场降温随着越来越多的公司宣布裁员,美国首次申领失业救济人数连续第三周上升,创下去年11月以来最高,显示劳动力市场有所降温。美国劳工部周四公布的数据显示,截至7月16日当周,首次申领失业救济人数增加7,000人至25.1万人。8、负利率先锋丹麦效法欧洲央行上调基准利率 不再是全球最低政策利率负利率维持时间最长的国家丹麦效法欧洲央行,上调基准利率,以捍卫克朗挂钩欧元的汇率制度。根据周四的声明,位于哥本哈根的丹麦央行将活期存款账户利率从-0.6%上调至-0.1%。9、天然气不够,欧盟想自救?近一半成员国反对为防备俄罗斯“断气”,欧盟周三提议从下个月开始,成员国“自愿”减少天然气使用量15%。不过,这项计划遭到了巨大的阻力,近一半成员国反对这项提议。减少天然气使用目前是“自愿的”,但欧盟可以在天然气供应紧张状况下将削减目标变成强制要求。10、穆尔穆获得64%选票 当选新一任印度总统当地时间21日,印度民主联盟推选的候选人穆尔穆获得64%的选票,当选印度第15任总统。21日上午11时,印度总统选举的计票工作正式开始,穆尔穆的选票一路领先,当天傍晚时分,选票尚未开尽时,穆尔穆成为印度新总统的结果已成定局。这样穆尔穆就成为印度第二位女总统,也是第一位出身部落地区的总统。11、世卫再研判猴痘疫情 专家忧医疗不平等或加剧世界卫生组织紧急委员会21日再次开会研判当前猴痘疫情,将评估这一流行病是否构成“国际关注的突发公共卫生事件”、即世卫组织发布的最高级别警告。一些公共卫生专家认为,在非洲暴发的猴痘疫情与发达国家发现的猴痘疫情差异明显,这可能使得全球范围的协调应对复杂化,或将加剧医疗不平等现状。12、费城联储银行的制造业预期指数降至1979年以来最低美国费城地区制造商对商业形势的展望本月下滑至1979年以来的最低水平,未来新订单和资本支出计划指标均恶化。美国费城联邦储备银行周四公布的数据显示,衡量未来六个月商业形势的指标下跌近12点,至-18.6。制造商对现状的评估指标下跌9点至-12.3,逊于接受彭博调查的所有经济学家的预期。13、美国能源部宣布拨款9600万美元用于推进清洁汽车技术当地时间7月21日,美国能源部宣布提供9600万美元用于推进清洁汽车技术以减少碳排放。这笔资金旨在实现所有车辆的脱碳和加速电气化,降低司机和公司的燃料成本。14、俄能源部长:俄能源行业上半年表现良好俄罗斯能源部长舒利吉诺夫21日说,俄能源行业上半年表现良好,能够适应困难的经济状况。他同时强调,俄国内能源市场稳定,能源供应没有问题。舒利吉诺夫说,今年上半年俄石油产量同比增长3.4%,电力产量同比提高1.9%,煤炭产量与去年同期水平大致相同。15、英国最高法院将在10月份就苏格兰公投权作出裁决英国最高法院将在10月份裁决苏格兰领导人是否可以在无伦敦政府批准的情况下进行独立公投。在苏格兰是否有权再次公投以决定是否在统一了300多年后再次分道扬镳的问题上,有独立倾向的苏格兰政府与威斯敏斯特之间的争论旷日持久,而最高法院的裁决将是一个重量级影响事件。16、乌克兰央行大幅下调本币的固定汇率 并预计年内经济将萎缩三分之一当地时间周四(7月21日),乌克兰央行发布消息称,由于6月通胀率达到了21.5%,央行决定将关键政策利率维持在25%的历史较高水平。同时,乌克兰央行还宣布于2022年7月21日上午9时开始将美元对格里夫纳官方固定汇率上调25%,至1美元兑换36.5686格里夫纳的水平。经计算,此举相当于将格里夫纳对美元的汇率贬值了近20%。声明公布后不久,乌克兰央行行长舍普琴科在发布会上表示,乌克兰的经济将在2022年萎缩三分之一,但如果黑海港口恢复畅通,预计经济将在2023到2024年恢复增长。俄乌局势1、乌克兰粮食出口运输协议签署仪式将于7月22日在伊斯坦布尔举行根据土耳其总统府新闻局7月21日晚发布的消息,乌克兰粮食出口运输协议签署仪式将于当地时间22日16时30分,在伊斯坦布尔土耳其总统府道尔玛巴赫切办公区举行。土耳其总统埃尔多安、联合国秘书长古特雷斯以及乌克兰和俄罗斯代表将出席签署仪式。2、俄副外长:俄罗斯正在与联合国商讨限制俄粮食出口问题当地时间7月21日,俄罗斯副外长安德烈·鲁坚科发表声明表示,俄罗斯、土耳其、乌克兰和联合国之间的粮食运输谈判将继续以视频形式进行。俄罗斯正在与联合国商讨限制俄罗斯粮食出口的问题。俄罗斯方面认为,俄罗斯粮食出口应当和乌克兰粮食出口问题并行解决,没有俄罗斯粮食和化肥的供应就很难解决世界性粮食问题,俄罗斯希望在不久的将来就乌克兰粮食问题达成协议。3、欧洲理事会宣布禁止进口俄黄金和珠宝 豁免农产品交易欧洲理事会当地时间21日宣布,对俄罗斯实施名为“维持与调整”的新措施。包括禁止自俄罗斯进口黄金和珠宝,并增加禁止向俄出口可用于军用的物资和技术清单,以及对俄个人和实体的制裁;同时允许向俄出口有关民用航空安全的设备,允许俄向第三方出口农产品和石油,允许第三方向俄购买药品和医疗器械。4、英国政府对俄罗斯煤炭、石油和黄金实施新制裁根据英国政府官网发布的文件,2022年7月21日,英国政府对俄制裁条例进行了修订。该修订禁止从俄罗斯进口石油和石油产品、煤炭和煤炭产品以及黄金,还禁止提供与这些货物有关的技术援助、金融服务、资金以及中介服务。对黄金进口的禁令于7月21日生效,对煤炭进口的禁令将于2022年8月10日生效,对石油进口的禁令将于2022年12月31日生效。公司新闻1、通胀挤压消费者履约能力 AT&T一度创下2002年后最大单日跌幅美国最大的通讯和互联网服务提供商AT&T周四承认,在高通胀的背景下客户支付账单的动作也开始放缓。受此影响,公司预期全年的自由现金流将从160亿美元下降至140亿美元。公司股价日内一度暴跌近11%,也是该巨头2002年以来的最大跌幅,收盘时跌幅略微收窄至7.62%。2、Snap交出上市后最弱财报 盘后暴跌超25%美国社交媒体平台色拉布(Snap)周四盘后披露财报,二季度总共实现营收11.1亿美元,不仅逊于预期,同比13%的增速甚至比新冠疫情初期还要低上一截,也是公司上市以后的最差表现。截至发稿,公司盘后跌25.08%。3、亚马逊作价39亿美元收购One Medical亚马逊周四宣布,将以每股18美元的价格收购医疗服务供应商One Medical,整体交易的估值将达到39亿美元,较周三收盘价溢价77%。One Medical主要向企业雇员和个人提供医疗服务,在美国25个市场拥有180个办公室,为8000家公司提供雇员医疗服务。4、马斯克重要副手、得州工厂负责人遭到内部调查据媒体周四援引消息人士报道,马斯克重要副手、得州工厂负责人Omead Afshar因为涉及下令秘密采购一种特殊玻璃遭到内部调查,后续可能会被要求放假并最终离开公司。据悉已有多名涉及此事的员工被开除,而内部调查团队眼下正在判断这笔采购是否是为了CEO马斯克的个人需求。5、福特汽车发布动力电池增产计划 与宁德时代达成战略合作福特汽车周四宣布了全球范围内一系列动力电池及相关原材料供应及合作的新进展,将通过新增磷酸铁锂电池方案和锁定相关原材料供应,达到60GWh动力电池年产能,确保公司2023年60万辆电动车的年化产能目标。福特汽车表示,明年起,北美市场的Mustang Mach-E将增加磷酸铁锂电池包版本,2024年起北美市场的F-150 Lightning纯电皮卡也将配备磷酸铁锂电池包版本,均由宁德时代提供。福特计划于2026年达到年化产能200万的目标。福特宣布,将直接从美国、澳大利亚、印尼等地,采购动力电池所需上游原材料,已和华友钴业、淡水河谷、必和必拓等企业签署合作谅解备忘录。6、汇丰退出俄罗斯业务 当地子公司出售给Expobank汇丰将俄罗斯子公司出售给当地银行Expobank,成为俄乌冲突后退出该国的最新一家国际银行。汇丰在一份声明中表示,已同意将俄罗斯业务出售给Expobank的交易;交易金额没有披露。这笔交易标志着又一家国际银行从俄罗斯退出。7、未来二十年斥资近2000亿美元 三星电子将在美国得州新建工厂据外媒报道,韩国三星正考虑未来二十年在美国得克萨斯州建立11家芯片工厂,投资总额可能接近2000亿美元,并创造超过1万个就业机会。三星公布这些方案的部分原因是计划在到期前获得得州政府的财政奖励。8、美国银行:正在坚持最初的招聘计划美国银行首席执行官Brian Moynihan表示,尽管经济环境充满挑战、其他公司减少招聘,但该行仍在维持其最初的招聘计划。“我们没有任何计划做重大调整,因为坦率地说,我们的计划是随时调整员工数量,”Moynihan周四接受采访时说。9、摩根士丹利:若苹果转变商业模式 市值可能重回3万亿美元摩根士丹利认为,苹果由纯硬件公司转向订阅制的商业模式将为公司市值重回3万亿美元提供清晰的道路。摩根士丹利分析师Erik Woodring表示,尽管市场仍倾向于将苹果看做硬件公司,但公司的商业模式正在从最大化硬件出货量转变为最大化安装基础以增加服务订阅收入。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074989782,"gmtCreate":1658282297546,"gmtModify":1676536134317,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074989782","repostId":"1188196808","repostType":4,"repost":{"id":"1188196808","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":1658280116,"share":"https://ttm.financial/m/news/1188196808?lang=en_US&edition=fundamental","pubTime":"2022-07-20 09:21","market":"other","language":"zh","title":"Opening | The Hang Seng Technology Index opened 2.07% higher, and technology stocks generally rose","url":"https://stock-news.laohu8.com/highlight/detail?id=1188196808","media":"老虎资讯综合","summary":"7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报","content":"<p><html><head></head><body>On July 20, the Hang Seng Index opened up 307.36 points, or 1.49%, to 20968.42 points; The Hang Seng Technology Index opened up 93.1 points, or 2.07%, to 4599.84 points; The State Enterprise Index opened up 108.86 points, or 1.53%, to 7206.25 points; The red chip index opened up 20.1 points, or 0.53%, to 3,795.81 points.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks generally rose,<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up nearly 6%, Ctrip Group-S rose more than 4%,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">Jingdong Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>Up nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>Up 3.8%, the company spent approximately HK $14.07 million to repurchase 6.7 million shares on July 19, which was the first share repurchase after listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Limited</a>It fell nearly 7%. After issuing a profit warning, it is expected to record a net loss of approximately HK $2.60 billion to HK $2.80 billion in the first half of the year, compared with a profit of approximately HK $1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>It fell 4.75%. It previously issued a profit warning and expected to record a net loss attributable to equity holders of approximately US $11 million in the first half of the year, compared with a net profit attributable to equity holders of US $83 million in the same period in 2021.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | The Hang Seng Technology Index opened 2.07% higher, and technology stocks generally rose</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | The Hang Seng Technology Index opened 2.07% higher, and technology stocks generally rose\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\">2022-07-20 09:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On July 20, the Hang Seng Index opened up 307.36 points, or 1.49%, to 20968.42 points; The Hang Seng Technology Index opened up 93.1 points, or 2.07%, to 4599.84 points; The State Enterprise Index opened up 108.86 points, or 1.53%, to 7206.25 points; The red chip index opened up 20.1 points, or 0.53%, to 3,795.81 points.</p><p><img src=\"https://static.tigerbbs.com/7dc3ebe3b92a0c2926b74c75d5cbaf38\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Technology stocks generally rose,<a href=\"https://laohu8.com/S/09626\">Bilibili-SW</a>Up nearly 6%, Ctrip Group-S rose more than 4%,<a href=\"https://laohu8.com/S/09988\">Alibaba-SW</a>、<a href=\"https://laohu8.com/S/03888\">Kingsoft</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/09618\">Jingdong Group-SW</a>、<a href=\"https://laohu8.com/S/09888\">Baidu Group-SW</a>Up nearly 3%.</p><p><a href=\"https://laohu8.com/S/00020\">SenseTime-W</a>Up 3.8%, the company spent approximately HK $14.07 million to repurchase 6.7 million shares on July 19, which was the first share repurchase after listing.</p><p><a href=\"https://laohu8.com/S/00165\">China Everbright Limited</a>It fell nearly 7%. After issuing a profit warning, it is expected to record a net loss of approximately HK $2.60 billion to HK $2.80 billion in the first half of the year, compared with a profit of approximately HK $1.81 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/01316\">Nexteer</a>It fell 4.75%. It previously issued a profit warning and expected to record a net loss attributable to equity holders of approximately US $11 million in the first half of the year, compared with a net profit attributable to equity holders of US $83 million in the same period in 2021.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"09888":"百度集团-SW","03888":"金山软件","HSI":"恒生指数","09626":"哔哩哔哩-W","KC":"金山云","09961":"携程集团—S","TTTN":"老虎中美互联网巨头ETF","00700":"腾讯控股","BILI":"哔哩哔哩","HSCEI":"国企指数","HSCCI":"红筹指数","BABA":"阿里巴巴","JD":"京东","HSTECH":"恒生科技指数","03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","TCOM":"携程网","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188196808","content_text":"7月20日,恒生指数开盘上涨307.36点,涨幅1.49%,报20968.42点;恒生科技指数开盘上涨93.1点,涨幅2.07%,报4599.84点;国企指数开盘上涨108.86点,涨幅1.53%,报7206.25点;红筹指数开盘上涨20.1点,涨幅0.53%,报3795.81点。科技股普涨,哔哩哔哩-SW涨近6%,携程集团-S涨超4%,阿里巴巴-SW、金山软件涨近4%,腾讯控股、京东集团-SW、百度集团-SW涨近3%。商汤-W涨3.8%,公司于7月19日耗资约1407万港元回购670万股,为上市后首次回购股份。中国光大控股跌近7%,此前发布盈警,预期上半年录得净亏损约26.0亿港元至28.0亿港元,去年同期则录得约18.1亿港元盈利。耐世特跌4.75%,此前发布盈警,预期上半年录得权益持有人应占净亏损约1100万美元,而2021年同期则录得权益持有人应占净利润8300万美元。","news_type":1,"symbols_score_info":{"HHImain":0.9,"CTRP":0.9,"HSCCI":0.9,"HSCEI":0.9,"MCHmain":0.9,"03086":0.9,"HSImain":0.9,"09961":0.9,"QNETCN":0.9,"BIDU":0.9,"MHImain":0.9,"KC":0.9,"TTTN":0.9,"JD":0.9,"00700":0.9,"03888":0.9,"TCOM":0.9,"BILI":0.9,"HSI":0.9,"BABA":0.9,"09888":0.9,"HSTECH":0.9,"09626":0.9}},"isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074980723,"gmtCreate":1658282207862,"gmtModify":1676536134286,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074980723","repostId":"1192505904","repostType":4,"repost":{"id":"1192505904","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1658271287,"share":"https://ttm.financial/m/news/1192505904?lang=en_US&edition=fundamental","pubTime":"2022-07-20 06:54","market":"us","language":"zh","title":"Netflix rose more than 7% after the market, and the decline in Q2 subscribers was much lower than expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1192505904","media":"华尔街见闻","summary":"美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%","content":"<p><html><head></head><body>After the U.S. stock market closed on Tuesday, July 19, Eastern Time, global streaming media giants<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Announcing its financial report for the second quarter ending June 30, 2022, Netflix, which warned investors last quarter that it expected to lose 2 million paying users, saw its actual number of paying users decrease by 970,000 this quarter. Netflix's U.S. stock market rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, look at its core financial indicators:</p><p><ul><li>Q2 EPS of $3.20 was higher than analysts' estimates of $2.91.</li><li>Q2 revenue of $7.97 billion missed analyst estimates of $8.04 billion, up 9% year-over-year (up 13% excluding foreign exchange effects of $339 million).</li><li>The number of streaming media subscribers decreased by 970,000 in the second quarter, far lower than analysts' expectations for a decrease of 2 million, and the cumulative number of users now reaches 220.67 million.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also gave an unoptimistic third-quarter performance guidance:</p><p><ul><li>It is expected that the number of streaming media subscribers will increase by 1 million in the third quarter, which is lower than analysts' expectations for an increase of 1.8 million.</li><li>Revenue in the third quarter is expected to be US $7.84 billion, compared with expectations of US $8.1 billion.</li><li>Earnings per share in the third quarter are expected to be $2.14, compared with expected $2.72.</li></ul>In addition, Netflix said that membership growth in the second quarter was better than expected, but due to the strengthening of the US dollar driven by the Federal Reserve rate hike, the impact of the exchange rate had an impact on Netflix's international revenue, which accounted for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content and marketing, as we have done over the past 25 years, and to better profitabilize our broad audience. Considering our $30 + billion in revenue, $6 billion in operating profit last year, growing free cash flow, and our outlook for the future, we are in a good position.<b>With<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to drive subscription models with advertising</b></p><p>This month, a Wall Street Journal article mentioned that Netflix announced that it would launch a subscription model with ads, but rejected the advertising giant when looking for a partner<a href=\"https://laohu8.com/S/GOOG\">Google</a>, accidentally chose the inexperienced Microsoft. Analysts said that \"Netflix may be looking for opportunities to exit,\" suggesting that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix said it aims to release its lower-cost, ad-supported subscription model in early 2023, and it is still in the early stages of its paid sharing plan:</p><p>We might start in a handful of markets where advertising spend is huge. Like most of our new initiatives, our purpose is to launch it and listen and learn, and iterate quickly to improve the product. As a result, our advertising business may look very different in a few years than it was on the first day. In addition, Netflix also stated that it is studying two different methods in test cases in Latin America, which can provide reference for wider promotion in 2023.</p><p><b>Fierce competition in streaming media, weak growth in the post-epidemic era?</b></p><p>In addition to fierce competition with other streaming media providers, Netflix is also facing \"struggling\" with people's needs to go out in the \"post-epidemic era\", making it increasingly difficult to attract users' sticky attention.</p><p>After Netflix's financial report overturned for two consecutive quarters and the number of global subscribers lost 200,000 for the first time in more than a decade in the first quarter, analysts previously believed that from Netflix's operating data, it was obvious that Netflix was still facing post-epidemic growth difficulties in normalizing, and increasingly fierce industry competition; The media also commented that there were problems with its corporate culture of \"no subversion, no innovation\".</p><p>While Netflix still maintains its dominant position, competition in streaming has always been fierce and will likely continue to be so, with Netflix rival HBO Max partnering with Discovery + to add to its content library for $14.99 a month and advertising-free. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Keep its Disney +, Hulu, and ESPN + bundled subscription service at $13.99 per month. Just in the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable station's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said that its TV viewership share increased to a record high of 7.7% in June, and reached 1.3 billion minutes of viewership, almost the same amount as the combined two media giants CBS and NBC, which ranked second and third.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix said it will have \"more time to learn about these issues and how best to solve them\" in the future, and that Netflix will always focus on content. The company sees the fourth season of \"Stranger Things\" as a major victory for its brand because it not only set the company's ratings record-generating 1.3 billion hours of views in the first four weeks, but also received multiple nominations for the 2022 Emmy Awards. In addition, \"Obi-Wan Kenobi\" and \"Top Gun Maverick\" are also its content focus.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>The first task is to re-develop core businesses and new growth points</b></p><p>Netflix said its current priority is to reinvest in its core business and invest in its new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to keep a minimum of cash, roughly equivalent to two months of revenue (for example, about $5.3 billion based on second quarter revenue). After meeting these needs, our intention is to return the excess cash to stock holders through share buybacks. Judging from its free cash flow, Netflix's free cash flow in the second quarter reached US $13 million, a significant decrease from US $175 million in the same period last year. The core reason was its acquisition of Next Games (US $69 million)) and the impact of exchange rates on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix said it will continue to transform its services from licensed content to its own original content \"due to increased revenue, solid profitability, and the successful evolution of our content model over the years.\" Looking at its balance sheet, 60% of net content assets are Netflix original content. As a result, its cash content expense to content amortization expense ratio peaked at 1.6 x and is expected to reach approximately 1.2-1.3 x for the full year of 2022 and gradually decline in the future.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in a shareholder letter that \"people like to watch TV and play games\", and Wall Street regarded \"entering video games\" as Netflix's next potential growth engine. In November last year, Netflix officially announced its entry into the game market, launching five mobile games on its game platform, and two of them combined games with popular program IP Stranger Things.</p><p>It is worth noting that during the reporting period of this quarter, Netflix has laid off employees more than once. Previously, it stated that the layoffs were mainly to cope with the slowdown in revenue growth and rising costs. After laying off 150 employees in May, it announced another substantial layoff of 300 employees in June, accounting for about 3% of the total workforce.</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>Netflix rose more than 7% after the market, and the decline in Q2 subscribers was much lower than expected</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\">\nNetflix rose more than 7% after the market, and the decline in Q2 subscribers was much lower than expected\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2022-07-20 06:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After the U.S. stock market closed on Tuesday, July 19, Eastern Time, global streaming media giants<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>Announcing its financial report for the second quarter ending June 30, 2022, Netflix, which warned investors last quarter that it expected to lose 2 million paying users, saw its actual number of paying users decrease by 970,000 this quarter. Netflix's U.S. stock market rose by more than 7% after hours.</p><p><img src=\"https://static.tigerbbs.com/247322e9846de9c74aaf2bf0cfe1476d\" tg-width=\"889\" tg-height=\"821\" width=\"100%\" height=\"auto\"/></p><p>Specifically, look at its core financial indicators:</p><p><ul><li>Q2 EPS of $3.20 was higher than analysts' estimates of $2.91.</li><li>Q2 revenue of $7.97 billion missed analyst estimates of $8.04 billion, up 9% year-over-year (up 13% excluding foreign exchange effects of $339 million).</li><li>The number of streaming media subscribers decreased by 970,000 in the second quarter, far lower than analysts' expectations for a decrease of 2 million, and the cumulative number of users now reaches 220.67 million.</li></ul><img src=\"https://static.tigerbbs.com/da31cae3f82d35a4d4998cf10eca894c\" tg-width=\"824\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/></p><p>In addition, Netflix also gave an unoptimistic third-quarter performance guidance:</p><p><ul><li>It is expected that the number of streaming media subscribers will increase by 1 million in the third quarter, which is lower than analysts' expectations for an increase of 1.8 million.</li><li>Revenue in the third quarter is expected to be US $7.84 billion, compared with expectations of US $8.1 billion.</li><li>Earnings per share in the third quarter are expected to be $2.14, compared with expected $2.72.</li></ul>In addition, Netflix said that membership growth in the second quarter was better than expected, but due to the strengthening of the US dollar driven by the Federal Reserve rate hike, the impact of the exchange rate had an impact on Netflix's international revenue, which accounted for 60% of its total revenue.</p><p>Our challenge and opportunity is to accelerate our revenue and membership growth by continuing to improve our products, content and marketing, as we have done over the past 25 years, and to better profitabilize our broad audience. Considering our $30 + billion in revenue, $6 billion in operating profit last year, growing free cash flow, and our outlook for the future, we are in a good position.<b>With<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Collaborate to drive subscription models with advertising</b></p><p>This month, a Wall Street Journal article mentioned that Netflix announced that it would launch a subscription model with ads, but rejected the advertising giant when looking for a partner<a href=\"https://laohu8.com/S/GOOG\">Google</a>, accidentally chose the inexperienced Microsoft. Analysts said that \"Netflix may be looking for opportunities to exit,\" suggesting that Netflix may be making long-term preparations for a future acquisition by Microsoft.</p><p>Netflix said it aims to release its lower-cost, ad-supported subscription model in early 2023, and it is still in the early stages of its paid sharing plan:</p><p>We might start in a handful of markets where advertising spend is huge. Like most of our new initiatives, our purpose is to launch it and listen and learn, and iterate quickly to improve the product. As a result, our advertising business may look very different in a few years than it was on the first day. In addition, Netflix also stated that it is studying two different methods in test cases in Latin America, which can provide reference for wider promotion in 2023.</p><p><b>Fierce competition in streaming media, weak growth in the post-epidemic era?</b></p><p>In addition to fierce competition with other streaming media providers, Netflix is also facing \"struggling\" with people's needs to go out in the \"post-epidemic era\", making it increasingly difficult to attract users' sticky attention.</p><p>After Netflix's financial report overturned for two consecutive quarters and the number of global subscribers lost 200,000 for the first time in more than a decade in the first quarter, analysts previously believed that from Netflix's operating data, it was obvious that Netflix was still facing post-epidemic growth difficulties in normalizing, and increasingly fierce industry competition; The media also commented that there were problems with its corporate culture of \"no subversion, no innovation\".</p><p>While Netflix still maintains its dominant position, competition in streaming has always been fierce and will likely continue to be so, with Netflix rival HBO Max partnering with Discovery + to add to its content library for $14.99 a month and advertising-free. At the same time,<a href=\"https://laohu8.com/S/DIS\">Disney</a>Keep its Disney +, Hulu, and ESPN + bundled subscription service at $13.99 per month. Just in the shadow of Netflix's historic subscriber loss last quarter, HBO and the cable station's HBO Max streaming service added 3 million new subscribers.</p><p>Netflix said that its TV viewership share increased to a record high of 7.7% in June, and reached 1.3 billion minutes of viewership, almost the same amount as the combined two media giants CBS and NBC, which ranked second and third.</p><p><img src=\"https://static.tigerbbs.com/c9c4e220bb00d95f7f4eb48d0c4a9b5a\" tg-width=\"624\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>However, Netflix said it will have \"more time to learn about these issues and how best to solve them\" in the future, and that Netflix will always focus on content. The company sees the fourth season of \"Stranger Things\" as a major victory for its brand because it not only set the company's ratings record-generating 1.3 billion hours of views in the first four weeks, but also received multiple nominations for the 2022 Emmy Awards. In addition, \"Obi-Wan Kenobi\" and \"Top Gun Maverick\" are also its content focus.</p><p><img src=\"https://static.tigerbbs.com/8d4c6f17d671703a5fdb9c47fba799e7\" tg-width=\"633\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p><b>The first task is to re-develop core businesses and new growth points</b></p><p>Netflix said its current priority is to reinvest in its core business and invest in its new growth opportunities, such as gaming, followed by selective acquisitions.</p><p>Our goal is to keep a minimum of cash, roughly equivalent to two months of revenue (for example, about $5.3 billion based on second quarter revenue). After meeting these needs, our intention is to return the excess cash to stock holders through share buybacks. Judging from its free cash flow, Netflix's free cash flow in the second quarter reached US $13 million, a significant decrease from US $175 million in the same period last year. The core reason was its acquisition of Next Games (US $69 million)) and the impact of exchange rates on cash.</p><p><img src=\"https://static.tigerbbs.com/1e11bb49b194117284463a60b292c3ae\" tg-width=\"939\" tg-height=\"579\" referrerpolicy=\"no-referrer\"/></p><p>Netflix said it will continue to transform its services from licensed content to its own original content \"due to increased revenue, solid profitability, and the successful evolution of our content model over the years.\" Looking at its balance sheet, 60% of net content assets are Netflix original content. As a result, its cash content expense to content amortization expense ratio peaked at 1.6 x and is expected to reach approximately 1.2-1.3 x for the full year of 2022 and gradually decline in the future.</p><p><img src=\"https://static.tigerbbs.com/87319f3f07c27638f422dc28fdd723e5\" tg-width=\"733\" tg-height=\"408\" referrerpolicy=\"no-referrer\"/></p><p>Last quarter, Netflix mentioned in a shareholder letter that \"people like to watch TV and play games\", and Wall Street regarded \"entering video games\" as Netflix's next potential growth engine. In November last year, Netflix officially announced its entry into the game market, launching five mobile games on its game platform, and two of them combined games with popular program IP Stranger Things.</p><p>It is worth noting that during the reporting period of this quarter, Netflix has laid off employees more than once. Previously, it stated that the layoffs were mainly to cope with the slowdown in revenue growth and rising costs. After laying off 150 employees in May, it announced another substantial layoff of 300 employees in June, accounting for about 3% of the total workforce.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2224e6b43e75f835dbd8bb6d8c4972c","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4507":"流媒体概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4566":"资本集团","BK4108":"电影和娱乐","NFLX":"奈飞","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192505904","content_text":"美东时间7月19日周二美股盘后,全球流媒体巨头奈飞公布其截至2022年6月30日二季度财报,曾经在上个季度警告投资者预计流失200万付费用户的奈飞在本季度实际付费用户数减少97万,奈飞美股盘后涨超7%。具体来看其核心财务指标:第二季度EPS为3.20美元,高于分析师预期2.91美元。第二季度收入79.7亿美元,低于分析师预期80.4亿美元,同比增长9%(剔除3.39亿美元的外汇影响则增长13%)。第二季度流媒体订阅用户数减少97万,远远低于分析师预期减少200万,目前累计用户达2.2067亿。此外,奈飞还给到了并不乐观的第三季度业绩指引:预计三季度流媒体订阅用户数将净增100万,低于分析师预期增加180万。预计三季度收入为78.4亿美元,预期为81亿美元。预计三季度每股收益2.14美元,预期2.72美元。另外,奈飞表示二季度的会员增长好于预期,但由于美联储加息推动美元走强,使得在汇率影响下对奈飞的国际收入产生了影响,而其国际收入占其收入总额的60%。我们的挑战和机遇是通过继续改善我们的产品、内容和营销来加速我们的收入和会员增长,就像我们在过去25年里所做的那样,并更好地使我们的广大观众盈利。考虑到我们300多亿美元的收入,去年60亿美元的营业利润,不断增长的自由现金流,以及我们对未来的展望,我们处于一个有利的位置。与微软合作,推动含有广告的订阅模式本月,华尔街见闻文章提及,奈飞宣布将推出含有广告的订阅模式,但在寻找合作伙伴时拒绝了广告巨头谷歌,意外选择了经验不足的微软。分析师表示“奈飞可能正在寻找退出的机会,”并暗示奈飞或许正在为未来被微软收购做长期准备。奈飞表示,其目标是在2023年初发布其成本较低、有广告支持的订阅模式,目前其还处于付费分享计划的早期阶段:我们可能会在少数几个广告支出巨大的市场开始。像我们的大多数新举措一样,我们的目的是推出它,并倾听和学习,并迅速迭代以改进产品。因此,我们的广告业务在几年后可能会与第一天的情况大不相同。此外,奈飞还表示其正在拉丁美洲的测试案例中研究了两种不同的方法,可以为2023年更广泛的推广提供参考。流媒体竞争激烈,后疫情时代增长乏力?奈飞除了与其他流媒体供应商激烈竞争,也面临与“后疫情时代”人们的外出需求“作斗争”,吸引用户的黏性关注越来越困难。继奈飞连续两个季度财报翻车、全球订阅用户数一季度十多年来首次流失了20万后,分析师此前认为从奈飞的经营数据中,很明显能看到奈飞仍面临着疫情后增长正常化的困难,以及越来越激烈的行业竞争;媒体也评论其“不颠覆,无创新”的企业文化出现问题。虽然Netflix仍然保持着主导地位,但流媒体领域的竞争始终非常激烈,而且很可能继续如此,以Netflix竞争对手为例,HBO Max将与Discovery+合作,以每月14.99美元的价格增加其内容库,而且没有广告。同时,迪士尼将其Disney+、Hulu和ESPN+捆绑订阅服务维持在每月13.99美元。就在Netflix上季度用户历史性流失的阴影下,HBO和该有线电视台的HBO Max流媒体服务增加了300万新用户。奈飞表示其电视收视份额在6月份增长到了7.7%的历史新高,并达到13亿分钟的收视率,几乎与排名第二第三的两大媒体巨头CBS和NBC的总和等量。不过,奈飞表示其未来将有“更多时间来了解这些问题,以及如何最好地解决这些问题”,奈飞将始终把重点放在内容上,该公司将《Stranger Things》第四季视为其品牌的一次重大胜利因为其不仅创下了该公司的收视率记录——前四周产生了13亿小时的观看量,还获得了2022年艾美奖的多项提名。此外,《Obi-Wan Kenobi》和《Top Gun Maverick》也是其内容重点。首要任务,重新发力核心业务及新增长点奈飞表示,其当前的首要任务是重新投资于核心业务,并投入于其新的增长机会,如游戏,然后是选择性的收购。我们的目标是保持最低限度的现金,大约相当于两个月的收入(例如,基于第二季度的收入,约53亿美元)。在满足这些需求后,我们的目的是通过股票回购将多余的现金返还给股票持有人。从其自由现金流的情况来看,奈飞在第二季度的自由现金流达到1300万美元,相比去年同期1.75亿美元有了不少降幅,核心原因是其收购了Next Games(6900万美元)以及汇率对现金的影响。奈飞表示,\"由于收入增加,盈利能力稳固,以及我们的内容模式多年来的成功演变\",其将继续把服务从授权内容转变为自身的原创内容。从其资产负债表来看,60%的净内容资产是Netflix原创内容。因此,其现金内容支出与内容摊销费用比率达到了1.6倍的峰值,预计在2022年全年达到约为1.2-1.3倍,并在未来逐步下降。上个季度,奈飞在股东信中提及“人们喜欢看电视和玩游戏”,华尔街则将“进军视频游戏”作为奈飞下一个潜在的增长引擎。去年11月,奈飞正式宣布进军游戏市场,在其游戏平台上线了五款手游,而且有两款是将游戏与热门节目IP《怪奇物语》相结合。值得注意的是,在本季度报告期内,奈飞已不止一次裁员,此前其表示裁员主要是为了应对营收增速放缓而成本不断增长的情况。继5月解雇了150名员工后,6月再一次宣布大幅裁员300人,约占员工总数的3%。","news_type":1,"symbols_score_info":{"FNGU":1,"QNETCN":1,"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":2855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075687556,"gmtCreate":1658192299876,"gmtModify":1676536119796,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"🥺","listText":"🥺","text":"🥺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075687556","repostId":"1152148695","repostType":4,"repost":{"id":"1152148695","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658151635,"share":"https://ttm.financial/m/news/1152148695?lang=en_US&edition=fundamental","pubTime":"2022-07-18 21:40","market":"us","language":"zh","title":"Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a kind of trap","url":"https://stock-news.laohu8.com/highlight/detail?id=1152148695","media":"老虎锐评","summary":"这里的分析只是希望得到更加有意义的投资教训。","content":"<p><html><head></head><body>As of May this year, the flagship fund of Tiger Global (TG) Fund had a pullback/retracement of 52%. Regardless of TG's investment losses in the primary market, among the investments in the secondary market, the investment with the biggest loss is in Carvana, a used car dealer. In the past 11 months, this stock has gone from its high pullback/retracement by more than 94%, its stock price has gone from $350 pullback/retracement to $21.25, and the company's market value has fallen from $62 billion to $3.8 billion. Carvana may be the worst performing stock amid the gradual cooling of U.S. consumption and the general rate hike environment.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The picture below shows TG's position on Carvana. With the stock price, pullback/retracement's position is also increasing, so the loss is also getting bigger and bigger. If TG still does not reduce its holdings in the second quarter of this year, then the loss of this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is an online used car dealer in the United States, which is a bright spot under the background that cars in the United States mainly rely on 4S stores to sell cars. This company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In the company's gross profit in 2021, the income from selling loans will account for 1/3 of the gross profit. In the past two years, the overall price of used cars in the United States has been rising steadily, and the Federal Reserve's interest rate is too low (the interest income from selling vehicle loans is objective). Carvana's business model takes both ends. I believe this is why TG is optimistic about this company's business model. Although this company has been losing money, its stock price has been touted.</p><p>Of course, the macro environment has turned, and U.S. consumption has weakened and interest rates have risen, which makes the company's business prospects full of uncertainty. Of course, there are very few people who can accurately grasp the macro turn. The analysis here just hopes to get more meaningful investment lessons.</p><p>If we analyze the number of cars sold and the number of employees of Carvana, we will find that this company is not like an online company. The three figures below show the number of cars sold by this company, the number of employees and the number of cars sold per capita in the past few years. While the number of cars sold has doubled, the number of employees has also doubled, so the number of cars sold per capita has actually begun to decline. From this point of view, the efficiency of this company may be stronger than that of 4S stores, but the scale effect of \"online\" cannot be seen.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this problem is not the most important one. It is common for efficiency to decline after the scale is large. The more important problem is the company's business model. Generally speaking, if a company provides both products and funds, then this business model should be vigilant-another risk of Carvana is that the loan product may not have a buyer, so the loan can only stay in its own hands. This is also the reason why the stock price has continued to fall recently.</p><p>In addition to this hidden danger on the balance sheet, there is another hidden danger that the company plays a game against the macro through the inventory number. At the end of 2021, the company stocked up more than 70,000 vehicles, double the number at the end of 2020. If the number of cars sold is used as the base, then it has hoarded 2 months of sales in 2021 and 1.5 months of sales in 2020. The company is indeed very aggressive, and it is still gambling that the used car market will continue to be hot. At present, the price of used cars has started to pullback/retracement. The picture below shows the price index of used cars in the United States.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macro situation is not that when Carvana is sentenced to death, the company still has time to get rid of its loans, reduce its inventory, and reduce the number of employees (the company has announced the layoffs of 2,100 employees, accounting for 12% of the total employees). It's just that judging from the story of growth stocks, the road ahead is not very clear. Therefore, when investing, we must be careful about the business model of mutual blogging between the left and the right, which is greatly affected by the macro-even if the iPhone sales are good, Apple does not lend money to consumers to buy Apple, but relies on a third-party bank (Citizens Bank) to take risks. This is prudence.</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>Tiger Comments: This stock, which plunged 94%, reminds us to be careful of a kind of trap</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\">\nTiger Comments: This stock, which plunged 94%, reminds us to be careful of a kind of trap\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-07-18 21:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>As of May this year, the flagship fund of Tiger Global (TG) Fund had a pullback/retracement of 52%. Regardless of TG's investment losses in the primary market, among the investments in the secondary market, the investment with the biggest loss is in Carvana, a used car dealer. In the past 11 months, this stock has gone from its high pullback/retracement by more than 94%, its stock price has gone from $350 pullback/retracement to $21.25, and the company's market value has fallen from $62 billion to $3.8 billion. Carvana may be the worst performing stock amid the gradual cooling of U.S. consumption and the general rate hike environment.</p><p><img src=\"https://static.tigerbbs.com/4cdd3976501bcae8d41830abd3d9d0d0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>The picture below shows TG's position on Carvana. With the stock price, pullback/retracement's position is also increasing, so the loss is also getting bigger and bigger. If TG still does not reduce its holdings in the second quarter of this year, then the loss of this investment will be close to $1 billion.</p><p><img src=\"https://static.tigerbbs.com/87be238d2b80d7898e6a1f10c81cc6f8\" tg-width=\"532\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>This company's business model is an online used car dealer in the United States, which is a bright spot under the background that cars in the United States mainly rely on 4S stores to sell cars. This company not only sells used cars, but also packages buyers' loans and sells them to bond investors. In the company's gross profit in 2021, the income from selling loans will account for 1/3 of the gross profit. In the past two years, the overall price of used cars in the United States has been rising steadily, and the Federal Reserve's interest rate is too low (the interest income from selling vehicle loans is objective). Carvana's business model takes both ends. I believe this is why TG is optimistic about this company's business model. Although this company has been losing money, its stock price has been touted.</p><p>Of course, the macro environment has turned, and U.S. consumption has weakened and interest rates have risen, which makes the company's business prospects full of uncertainty. Of course, there are very few people who can accurately grasp the macro turn. The analysis here just hopes to get more meaningful investment lessons.</p><p>If we analyze the number of cars sold and the number of employees of Carvana, we will find that this company is not like an online company. The three figures below show the number of cars sold by this company, the number of employees and the number of cars sold per capita in the past few years. While the number of cars sold has doubled, the number of employees has also doubled, so the number of cars sold per capita has actually begun to decline. From this point of view, the efficiency of this company may be stronger than that of 4S stores, but the scale effect of \"online\" cannot be seen.</p><p><img src=\"https://static.tigerbbs.com/4131cae6aaf98015cf157417a13d46a7\" tg-width=\"805\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p><table><tbody><tr></tr></tbody></table>Of course, this problem is not the most important one. It is common for efficiency to decline after the scale is large. The more important problem is the company's business model. Generally speaking, if a company provides both products and funds, then this business model should be vigilant-another risk of Carvana is that the loan product may not have a buyer, so the loan can only stay in its own hands. This is also the reason why the stock price has continued to fall recently.</p><p>In addition to this hidden danger on the balance sheet, there is another hidden danger that the company plays a game against the macro through the inventory number. At the end of 2021, the company stocked up more than 70,000 vehicles, double the number at the end of 2020. If the number of cars sold is used as the base, then it has hoarded 2 months of sales in 2021 and 1.5 months of sales in 2020. The company is indeed very aggressive, and it is still gambling that the used car market will continue to be hot. At present, the price of used cars has started to pullback/retracement. The picture below shows the price index of used cars in the United States.</p><p><img src=\"https://static.tigerbbs.com/1dea50ade1c6bcc9a867339d70811a8e\" tg-width=\"508\" tg-height=\"218\" referrerpolicy=\"no-referrer\"/></p><p>The current macro situation is not that when Carvana is sentenced to death, the company still has time to get rid of its loans, reduce its inventory, and reduce the number of employees (the company has announced the layoffs of 2,100 employees, accounting for 12% of the total employees). It's just that judging from the story of growth stocks, the road ahead is not very clear. Therefore, when investing, we must be careful about the business model of mutual blogging between the left and the right, which is greatly affected by the macro-even if the iPhone sales are good, Apple does not lend money to consumers to buy Apple, but relies on a third-party bank (Citizens Bank) to take risks. This is prudence.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152148695","content_text":"截止到今年5月,Tiger Global(TG)基金旗下的旗舰基金回撤52%。抛开TG的一级市场投资亏损不算,在二级市场的投资中,损失最大的投资是在二手车商Carvana。这只股票在过去11个月的时间,从高点回撤超过94%,股价从$350回撤到$21.25,公司市值从$620亿跌到$38亿。在美国消费逐渐冷却以及加息大环境下,Carvana可能是股价表现最差的股票。下图是TG在Carvana上的仓位,随着股价回撤仓位也在增加,所以亏损也越来越大。如果TG在今年2季度依旧没有减持,那么这一笔投资的损失接近$10亿。这家公司的商业模式是美国的线上二手车商,这在美国卖车主要靠4S店的大背景下,属于一个亮点。这家公司不仅销售二手车,还把买家的贷款打包卖给债券投资人。在2021年公司的毛利中,卖贷款的收入占毛利的1/3。在过去两年,美国整体二手车价格节节攀升,美联储利率过低(卖车辆贷款得利息收入客观),Carvana的商业模式两头通吃,相信这也是TG看好这家公司商业模式的原因。虽然这家公司一直亏钱,但是股价却一直受吹捧。当然宏观环境转向,美国消费变弱利率上行,这就使得这家公司的业务前景变得充满了不确定性。当然,能够准确把握宏观转向的人少之又少,这里的分析只是希望得到更加有意义的投资教训。如果我们对Carvana这家公司的售车数和员工人数进行一个分析,就会发现这家公司不太像一家线上公司。下面三图是这家公司过去几年售车数、员工人数和人均售车数量,售车数量在翻倍的同时,员工数也在翻倍,所以人均售车数量其实开始下滑。从这一条来看,这家公司的效率可能比4S店要强,但是“线上”的规模效应看不出来。当然这个问题不是最主要的,规模大之后效率下降也是常事,更主要的问题是公司的经营模式。一般来说,如果一个企业既提供产品又提供资金,那么这种业务模式就要值得警惕——Carvana的另外一个风险就是贷款产品可能没有买家,那么贷款就只能留在自己手上,这一点也是最近股价继续下跌的原因。除了负债表上的这个隐患之后,另外还有一个隐患就是公司通过库存数对宏观进行了博弈。公司在2021年年底,囤了70,000多辆车,比2020年底翻了一倍。如果从售车数量作为基数,那么2021年囤了2个月的销量,2020年囤了1.5个月的销量,公司确实是非常激进,还在赌博二手车市场一定会持续热下去。目前二手车售价开始回撤,下图是美国二手车价格指数。目前的宏观情况并非就是宣判Carvana死刑的时候,公司依旧还有时间去把手上的贷款处理掉,把库存降低,把员工数量降低(公司已经宣布裁员2100人,占总员工的12%)。只是说从成长股的故事来看,前路就不太明朗了。所以,投资一定要小心左右手互博的商业模式,受宏观影响太大——就算iPhone销量再好,苹果也不借钱给消费者买苹果,而是靠第三方银行(Citizens Bank)承担风险,这就是慎重。","news_type":1,"symbols_score_info":{"CVNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075684963,"gmtCreate":1658192180052,"gmtModify":1676536119765,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075684963","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075685599,"gmtCreate":1658192144411,"gmtModify":1676536119757,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075685599","repostId":"1138372784","repostType":4,"isVote":1,"tweetType":1,"viewCount":2534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076024984,"gmtCreate":1657762945548,"gmtModify":1676536058108,"author":{"id":"4098771786575480","authorId":"4098771786575480","name":"Emi_WW","avatar":"https://community-static.tradeup.com/news/1ad793e17503a413c4f36974f7c5052c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098771786575480","authorIdStr":"4098771786575480"},"themes":[],"htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076024984","repostId":"2251571251","repostType":4,"repost":{"id":"2251571251","kind":"highlight","pubTimestamp":1657754193,"share":"https://ttm.financial/m/news/2251571251?lang=en_US&edition=fundamental","pubTime":"2022-07-14 07:16","market":"us","language":"zh","title":"Apple begins trial production of iPhone 14, initial sales will be higher than iPhone 13","url":"https://stock-news.laohu8.com/highlight/detail?id=2251571251","media":"新浪财经","summary":"新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。 知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。","content":"<p><html><head></head><body>Sina Technology News Beijing time on the evening of July 13th, it is reported that although the global smartphone market may have been in trouble, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. Moreover, the upcoming new generation iPhone 14 may perform even better.</p><p>According to people familiar with the matter, Apple has started trial production of the iPhone 14 and plans to mass-produce it in August. Moreover, Apple has told suppliers that the initial sales of the iPhone 14 after its launch will be higher than that of the iPhone 13 a year ago.</p><p>Apple's expectation is consistent with the expectations of Wall Street analysts. Today, a growing number of analysts believe that Apple's iPhone sales could outperform the entire smartphone industry if major economies fall into recession.</p><p>Apple focuses on the high-end smartphone market. Analysts believe that inflation in core commodities such as food and fuel will have little impact on Apple's relatively affluent user base.</p><p>Two people familiar with the matter from the iPhone supply chain said that despite signs that the overall demand in the smartphone market has cooled, the sales momentum of iPhone in July remained strong.</p><p>One of the people familiar with the matter said that the iPhone 13 shipments of one of the factories in July were 1/3 higher than in July last year. This is very rare, because normally, iPhone sales will slow down in July and August, as consumers are waiting for new models to be released in September.</p><p>Another person familiar with the matter said: \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13 continues to maintain good sales momentum later in its life cycle, partly due to \"a sharp rebound in demand from Chinese consumers.\"</p><p>According to people familiar with the matter, in line with the timeframe of previous years, Apple has begun trial production of the iPhone 14, with the goal of mass production in August so that it can be shipped in the fall (September). For the iPhone 14, Apple's initial sales expectations to suppliers are slightly higher than those of the iPhone 13 a year ago.</p><p></body></html></p>","source":"sina_us","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 begins trial production of iPhone 14, initial sales will be higher than iPhone 13</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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 begins trial production of iPhone 14, initial sales will be higher than iPhone 13\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2022-07-14 07:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Sina Technology News Beijing time on the evening of July 13th, it is reported that although the global smartphone market may have been in trouble, but<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The company's iPhone 13 is still selling well. Moreover, the upcoming new generation iPhone 14 may perform even better.</p><p>According to people familiar with the matter, Apple has started trial production of the iPhone 14 and plans to mass-produce it in August. Moreover, Apple has told suppliers that the initial sales of the iPhone 14 after its launch will be higher than that of the iPhone 13 a year ago.</p><p>Apple's expectation is consistent with the expectations of Wall Street analysts. Today, a growing number of analysts believe that Apple's iPhone sales could outperform the entire smartphone industry if major economies fall into recession.</p><p>Apple focuses on the high-end smartphone market. Analysts believe that inflation in core commodities such as food and fuel will have little impact on Apple's relatively affluent user base.</p><p>Two people familiar with the matter from the iPhone supply chain said that despite signs that the overall demand in the smartphone market has cooled, the sales momentum of iPhone in July remained strong.</p><p>One of the people familiar with the matter said that the iPhone 13 shipments of one of the factories in July were 1/3 higher than in July last year. This is very rare, because normally, iPhone sales will slow down in July and August, as consumers are waiting for new models to be released in September.</p><p>Another person familiar with the matter said: \"In terms of shipments, the iPhone 13 performed quite well.\"</p><p>Krish Sankar, an analyst at investment bank Cowen, believes that the iPhone 13 continues to maintain good sales momentum later in its life cycle, partly due to \"a sharp rebound in demand from Chinese consumers.\"</p><p>According to people familiar with the matter, in line with the timeframe of previous years, Apple has begun trial production of the iPhone 14, with the goal of mass production in August so that it can be shipped in the fall (September). For the iPhone 14, Apple's initial sales expectations to suppliers are slightly higher than those of the iPhone 13 a year ago.</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/2022-07-14/doc-imizmscv1413813.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7614e1910277cd1e8d9423088c475ed","relate_stocks":{"BK4566":"资本集团","AAPL":"苹果","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-07-14/doc-imizmscv1413813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251571251","content_text":"新浪科技讯 北京时间7月13日晚间消息,据报道,虽然全球智能手机市场可能已经陷入困境,但苹果公司的iPhone 13仍然卖得不错。而且,即将上市的新一代产品iPhone 14的表现可能会更好。知情人士称,苹果已经开始试产iPhone 14,并计划于8月份量产。而且,苹果已经告知供应商,iPhone 14上市后的初期销量将高于一年前的iPhone 13。苹果的这一预期,与华尔街分析师的预期相吻合。如今,越来越多的分析师认为,如果主要经济体陷入衰退,苹果iPhone的销量可能会好于整个智能手机行业。苹果主打智能手机高端市场,分析人士认为,食品和燃油等核心商品的通胀,对苹果相对富裕的用户群的影响较小。来自iPhone供应链的两位知情人士称,尽管有迹象表明,智能手机市场的整体需求出现降温,但7月份iPhone的销售势头依旧强劲。其中一位知情人士称,其中一家工厂7月份的iPhone 13出货量,比去年7月份高出1/3。这是非常难得的,因为通常情况下,iPhone销量会在7月和8月放缓,因为消费者都在等待9月份发布的新机型。而另一位知情人士称:“从出货量上看,iPhone 13的表现相当出色。”投行Cowen分析师克里什·桑卡尔(Krish Sankar)认为,iPhone 13在生命周期的后期继续保持良好的销售势头,部分原因是“中国消费者的需求大幅反弹”。知情人士称,与往年的时间框架一致,苹果已经开始试产iPhone 14,目标是在8月份批量生产,这样就可以在秋季(9月)发货。对于iPhone 14,苹果向供应商提供的初期销量预期,要略高于一年前的iPhone 13。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}