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是龙不是虫

是龙不是虫

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是龙不是虫

2023-02-17

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Deere Group's Q1 2023 fiscal year revenue and net profit exceeded expectations, and it raised its full-year net profit forecast.

是龙不是虫

2023-02-13

k

Dingdong Maicai rose 8% in pre-market trading, reporting a 13% year-over-year increase in fourth-quarter revenue.

是龙不是虫

2023-02-05

K

Concrete evidence of key allegations in the short-selling report! US media added the "final straw" to India's richest man, forcing the Indian government to intervene.

是龙不是虫

2023-01-12

K

New energy vehicle stocks collectively weakened, with Tesla falling nearly 3%.

是龙不是虫

2023-01-11

k

Wall Street firmly believes that the euro's rebound has just begun.

是龙不是虫

2023-01-05

k

Sorry, the original content has been removed

是龙不是虫

2023-01-04

k

The Nasdaq China Golden Dragon Index rose over 6%, and Alibaba rose over 7%.

是龙不是虫

2023-01-04

$老虎证券(TIGR)$

是龙不是虫

2022-12-31

K

Top Ten A-Share Events of 2022: "Ning Wang" Transforms into "Ning Zi," the Demon King Experiences a 10-fold Price Increase

是龙不是虫

2022-12-30

$富途控股(FUTU)$

是龙不是虫

2022-12-28

$特斯拉(TSLA)$

是龙不是虫

2022-12-27

$特斯拉(TSLA)$

是龙不是虫

2022-12-27

k

Opening | Most Chinese concept stocks rose, with Tuniu surging over 10% in early trading.

是龙不是虫

2022-12-25

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Tip: The Christmas holidays are here, here's a list of trading market closing hours.

是龙不是虫

2022-12-25

K

Tip: The Christmas holidays are here, here's a list of trading market closing hours.

是龙不是虫

2022-12-11

$特斯拉(TSLA)$

是龙不是虫

2022-12-11

$特斯拉(TSLA)$

是龙不是虫

2022-12-10

$特斯拉(TSLA)$

是龙不是虫

2022-12-10

K

Sorry, the original content has been removed

是龙不是虫

2022-12-08

k

Doomsday Doctor Roubini's "Collapse Warning": The world is heading towards the intersection of financial, economic, and debt crises.

Go to Tiger App to see more news

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19:15","market":"us","language":"zh","title":"Deere Group's Q1 2023 fiscal year revenue and net profit exceeded expectations, and it raised its full-year net profit forecast.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189734913","media":"老虎资讯综合","summary":"Q1 净利润（亿美元）：19.59，预期：16.68，前值：9.03。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/DE\">Deere Inc.</a>Revenue in Q1 Fiscal Year 2023 (US$100 million):<b>126.5，</b>Expected: 112.78, previous value: 95.69.</p><p>Q1 Net Profit (US$100 million):<b>19.59，</b>Expected: 16.68, previous value: 9.03.</p><p>Q1 EPS:<b>$6.55，</b>Expected: $5.547, previous value: $2.92.</p><p>Net income for the current fiscal year is expected to be between $8.75 billion and $9.25 billion, compared to the previous forecast of $8 billion to $8.5 billion.</p><p>Following the release of its financial report, Deer's stock price surged, rising approximately 3% as of press time.</p><p><img src=\"https://static.tigerbbs.com/45c663f31308647d5844a000197f2d5b\" tg-width=\"1383\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Deere Group's Q1 2023 fiscal year revenue and net profit exceeded expectations, and it raised its full-year net profit forecast.</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\">\nDeere Group's Q1 2023 fiscal year revenue and net profit exceeded expectations, and it raised its full-year net profit forecast.\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\">2023-02-17 19:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/DE\">Deere Inc.</a>Revenue in Q1 Fiscal Year 2023 (US$100 million):<b>126.5，</b>Expected: 112.78, previous value: 95.69.</p><p>Q1 Net Profit (US$100 million):<b>19.59，</b>Expected: 16.68, previous value: 9.03.</p><p>Q1 EPS:<b>$6.55，</b>Expected: $5.547, previous value: $2.92.</p><p>Net income for the current fiscal year is expected to be between $8.75 billion and $9.25 billion, compared to the previous forecast of $8 billion to $8.5 billion.</p><p>Following the release of its financial report, Deer's stock price surged, rising approximately 3% as of press time.</p><p><img src=\"https://static.tigerbbs.com/45c663f31308647d5844a000197f2d5b\" tg-width=\"1383\" tg-height=\"561\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1810baf6d3ec1015fdae2cabb2cf84b4","relate_stocks":{"DE":"迪尔股份有限公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189734913","content_text":"迪尔股份有限公司2023财年Q1 营收（亿美元）：126.5，预期：112.78，前值：95.69。Q1 净利润（亿美元）：19.59，预期：16.68，前值：9.03。Q1 EPS：$6.55，预期：$5.547，前值：$2.92。预计本财年净利润为87.5亿-92.5亿美元，此前预期为80亿-85亿美元。财报公布后，迪尔股份直线拉升，截至发稿涨约3%。","news_type":1,"symbols_score_info":{"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":5990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954604985,"gmtCreate":1676291656848,"gmtModify":1676291660140,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954604985","repostId":"1160627956","repostType":4,"repost":{"id":"1160627956","kind":"news","pubTimestamp":1676286338,"share":"https://ttm.financial/m/news/1160627956?lang=en_US&edition=fundamental","pubTime":"2023-02-13 19:05","market":"us","language":"zh","title":"Dingdong Maicai rose 8% in pre-market trading, reporting a 13% year-over-year increase in fourth-quarter revenue.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160627956","media":"新浪科技","summary":"净利润为4990万元（约合720万美元），而2021年同期净亏损10.963亿元。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/DDL\">Dingdong Grocery Store</a>It rose nearly 8% in pre-market trading. The financial report shows that<b>Dingdong Maicai's total revenue for the fourth quarter was RMB 6.2006 billion (approximately US$899 million), a 13.1% increase compared to RMB 5.4835 billion in the same period of 2021. Net profit was RMB 49.9 million (approximately US$7.2 million), compared to a net loss of RMB 1.0963 billion in the same period of 2021.</b>Non-GAAP net profit was RMB 115.8 million (approximately US$16.8 million), compared to a net loss of RMB 1.0341 billion in the same period of 2021.</p><p><img src=\"https://static.tigerbbs.com/cf41c201e2ecd1de78fcb207d6d5dc38\" tg-width=\"449\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p><b>Fourth quarter results:</b></p><p>GMV was RMB 6.7695 billion (approximately US$981.5 million), an increase of 12.7% compared to RMB 6.004 billion in the same period of 2021.</p><p>Total revenue was RMB 6.2006 billion (approximately US$899 million), an increase of 13.1% compared to RMB 5.4835 billion in the same period of 2021.</p><p>Total operating costs and expenses were RMB 6.1551 billion (approximately US$892.4 million), a decrease of 5.6% compared to RMB 6.5232 billion in the same period of 2021.</p><p>Of this, cost of goods sold was RMB 4.162 billion (approximately US$603.4 million), an increase of 5.0% compared to RMB 3.9648 billion in the same period of 2021.</p><p>Fulfillment expenses were RMB 1.4936 billion (approximately US$216.6 million), a year-on-year decrease of 16.4%.</p><p>Sales and marketing expenses were RMB 91.1 million (approximately US$13.2 million), a year-on-year decrease of 74.5%.</p><p>General and administrative expenses were RMB 149.3 million (approximately US$21.7 million), representing a year-on-year increase of 15.4%.</p><p>Product development expenditure was RMB 259 million (approximately US$37.5 million), a year-on-year decrease of 9.0%.</p><p>Operating profit was RMB 52 million (approximately US$7.5 million), compared to an operating loss of RMB 1.0733 billion in the same period of 2021.</p><p>Net profit was RMB 49.9 million (approximately US$7.2 million), compared to a net loss of RMB 1.0963 billion in the same period of 2021.</p><p>Non-GAAP net profit was RMB 115.8 million (approximately US$16.8 million), compared to a net loss of RMB 1.0341 billion in the same period of 2021.</p><p>Basic and diluted earnings per share were both RMB 0.15 (approximately US$0.05). Basic and diluted earnings per share, excluding those under U.S. GAAP, were RMB 0.35 (approximately US$0.05).</p><p>As of December 31, 2022, Dingdong Maicai had cash and cash equivalents and short-term investments of RMB 6.493 billion (approximately US$941.4 million), compared to RMB 5.2311 billion as of December 31, 2021.</p><p></body></html></p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dingdong Maicai rose 8% in pre-market trading, reporting a 13% year-over-year increase in fourth-quarter revenue.</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\">\nDingdong Maicai rose 8% in pre-market trading, reporting a 13% year-over-year increase in fourth-quarter revenue.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2023-02-13 19:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/DDL\">Dingdong Grocery Store</a>It rose nearly 8% in pre-market trading. The financial report shows that<b>Dingdong Maicai's total revenue for the fourth quarter was RMB 6.2006 billion (approximately US$899 million), a 13.1% increase compared to RMB 5.4835 billion in the same period of 2021. Net profit was RMB 49.9 million (approximately US$7.2 million), compared to a net loss of RMB 1.0963 billion in the same period of 2021.</b>Non-GAAP net profit was RMB 115.8 million (approximately US$16.8 million), compared to a net loss of RMB 1.0341 billion in the same period of 2021.</p><p><img src=\"https://static.tigerbbs.com/cf41c201e2ecd1de78fcb207d6d5dc38\" tg-width=\"449\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p><b>Fourth quarter results:</b></p><p>GMV was RMB 6.7695 billion (approximately US$981.5 million), an increase of 12.7% compared to RMB 6.004 billion in the same period of 2021.</p><p>Total revenue was RMB 6.2006 billion (approximately US$899 million), an increase of 13.1% compared to RMB 5.4835 billion in the same period of 2021.</p><p>Total operating costs and expenses were RMB 6.1551 billion (approximately US$892.4 million), a decrease of 5.6% compared to RMB 6.5232 billion in the same period of 2021.</p><p>Of this, cost of goods sold was RMB 4.162 billion (approximately US$603.4 million), an increase of 5.0% compared to RMB 3.9648 billion in the same period of 2021.</p><p>Fulfillment expenses were RMB 1.4936 billion (approximately US$216.6 million), a year-on-year decrease of 16.4%.</p><p>Sales and marketing expenses were RMB 91.1 million (approximately US$13.2 million), a year-on-year decrease of 74.5%.</p><p>General and administrative expenses were RMB 149.3 million (approximately US$21.7 million), representing a year-on-year increase of 15.4%.</p><p>Product development expenditure was RMB 259 million (approximately US$37.5 million), a year-on-year decrease of 9.0%.</p><p>Operating profit was RMB 52 million (approximately US$7.5 million), compared to an operating loss of RMB 1.0733 billion in the same period of 2021.</p><p>Net profit was RMB 49.9 million (approximately US$7.2 million), compared to a net loss of RMB 1.0963 billion in the same period of 2021.</p><p>Non-GAAP net profit was RMB 115.8 million (approximately US$16.8 million), compared to a net loss of RMB 1.0341 billion in the same period of 2021.</p><p>Basic and diluted earnings per share were both RMB 0.15 (approximately US$0.05). Basic and diluted earnings per share, excluding those under U.S. GAAP, were RMB 0.35 (approximately US$0.05).</p><p>As of December 31, 2022, Dingdong Maicai had cash and cash equivalents and short-term investments of RMB 6.493 billion (approximately US$941.4 million), compared to RMB 5.2311 billion as of December 31, 2021.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/internet/2023-02-13/doc-imyfqawr2588286.shtml\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4d682d4213f17b1515867dfeb07da939","relate_stocks":{"DDL":"叮咚买菜"},"source_url":"https://finance.sina.com.cn/tech/internet/2023-02-13/doc-imyfqawr2588286.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160627956","content_text":"叮咚买菜盘前涨近8%。财报显示，叮咚买菜第四季度总营收为62.006亿元（约合8.990亿美元），与2021年同期的54.835亿元相比增长13.1%。净利润为4990万元（约合720万美元），而2021年同期净亏损10.963亿元。不按美国通用会计准则（Non-GAAP），净利润为1.158亿元（约合1680万美元），而2021年同期净亏损10.341亿元。第四季度业绩：GMV为67.695亿元（约合9.815亿美元），与2021年同期的60.040亿元相比增长12.7%。总营收为62.006亿元（约合8.990亿美元），与2021年同期的54.835亿元相比增长13.1%。总运营成本和支出为61.551亿元（约合8.924亿美元），较2021年同期的65.232亿元下滑5.6%。其中，商品销售成本为41.620亿元（约合6.034亿美元），较2021年同期的39.648亿元增长5.0%。履约开支为14.936亿元（约合2.166亿美元），同比下滑16.4%。销售与营销开支为9110万元（约合1320万美元），同比下滑74.5%。总务与行政开支为1.493亿元（约合2170万美元），同比增长15.4%。产品研发开支为2.590亿元（约合3750万美元），同比下滑9.0%。运营利润为5200万元（约合750万美元），而2021年同期运营亏损10.733亿元。净利润为4990万元（约合720万美元），而2021年同期净亏损10.963亿元。不按美国通用会计准则（Non-GAAP），净利润为1.158亿元（约合1680万美元），而2021年同期净亏损10.341亿元。每股基本和摊薄收益均为0.15元（约合0.05美元）。不按美国通用会计准则，每股基本和摊薄收益均为0.35元（约合0.05美元）。截至2022年12月31日，叮咚买菜拥有现金及现金等价物、短期投资为64.930亿元（约合9.414亿美元），而截至2021年12月31日为52.311亿元。","news_type":1,"symbols_score_info":{"DDL":0.9}},"isVote":1,"tweetType":1,"viewCount":6175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955554770,"gmtCreate":1675608366491,"gmtModify":1676539009054,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955554770","repostId":"1146197170","repostType":4,"repost":{"id":"1146197170","kind":"news","pubTimestamp":1675592060,"share":"https://ttm.financial/m/news/1146197170?lang=en_US&edition=fundamental","pubTime":"2023-02-05 18:14","market":"other","language":"zh","title":"Concrete evidence of key allegations in the short-selling report! US media added the \"final straw\" to India's richest man, forcing the Indian government to intervene.","url":"https://stock-news.laohu8.com/highlight/detail?id=1146197170","media":"华尔街见闻","summary":"Adani Power在其最新的季度报告中将毛里求斯公司Opal描述为独立股东，而“巧合”的是，Adani的哥哥Vinod Adani与Opal董事Ricardo Caillou同时被列为另一家公司的","content":"<p><html><head></head><body><b>In its latest quarterly report, Adani Power described the Mauritian company Opal as an independent shareholder, and “coincidentally,” Adani’s brother Vinod Adani and Opal director Ricardo Caillou are also listed as board members of another company.</b>Since Hindenburg released his short-selling report on the Adani Group, Indian billionaire Adani's net worth has been halved, and the stock prices of his companies have plummeted. Now, there is evidence that almost confirms the key allegations in the short-selling report!</p><p>On Saturday, a media investigation found that Adani's independent shareholder, Opal, had ties to the Adani family, virtually confirming allegations that Adani had illegally acquired a high level of control through offshore companies.</p><p>The ongoing Adani scandal has not only had a disastrous impact on the Adani Group, but has also exacerbated volatility in the entire Indian stock market, forcing the Indian government to intervene to calm the market.</p><p>The allegations are solid evidence: using offshore companies to illegally hold a high degree of control.</p><p>It is understood that,<b>Opal Investment is one of the major shareholders of Adani poewr, an energy company within Adani's business empire. In its latest quarterly report, Adani Power described Opal as an independent shareholder, meaning it has no connection to the Adani Group other than holding a 4.69% stake in Adani Power.</b></p><p>However, media reviews of company documents revealed that Opal was incorporated in Mauritius by Trustlink International Ltd., a financial services company linked to the Adani family. Louis Ricardo Caillou, one of Trustlink's directors, is not only a member of Opal's board of directors but also another Mauritian company, Krunal Trade & Investment Pvt.Ltd.<b>Coincidentally, Adani's brother Vinod Adani and Subir Mittra, CEO of the Adani family financial office, are also listed as members of the company's board of directors.</b></p><p>According to the rules set by the Securities and Exchange Commission of India, companies with less than 25% of their freely tradable shares are at risk of being delisted. Company filings show that in the third quarter of the fiscal year ending March 31, Adani family members and publicly disclosed companies related to Adani held 74.97% of Adani poewr shares. Opal's stake in Adani Power represents nearly 19% of the independent shareholders' stake in Adani Power.</p><p><b>This discovery almost confirms Hindenburg's key allegations, confirming that Adani illegally acquired a high level of control through offshore companies.</b>On January 24, Hindenburg released a 104-page report last week accusing the Adani Group of widespread fraud, including using shell companies to inflate stock prices and ignoring India's shareholding rules.</p><p>The Adani scandal continues to escalate, prompting the Indian government to step in to appease the market.</p><p>Adani has lost hundreds of billions of dollars due to fraud allegations. According to FactSet data, the market capitalization of the seven publicly traded companies in the Adani Group has decreased by a total of $108 billion since last Tuesday. Most Adani Group bond prices have fallen to junk bond levels.</p><p><b>As the sell-off of Adani assets intensified, exacerbating volatility in the Indian stock market and even negatively impacting the entire country, the Indian government had to step in to reassure investors.</b></p><p>The Securities and Exchange Board of India (SEBI) has noted that conglomerate stocks have experienced abnormal volatility over the past week and has developed a clear and publicly available set of monitoring measures to address excessive volatility in specific stocks.</p><p>The Indian Finance Minister also personally stepped in, issuing a statement on Saturday to reassure the market, saying that regulators would do their due diligence and that the Adani Group's problems would not affect India's macroeconomy. In addition, the opposition has demanded an investigation into the relationship between Adani and Prime Minister Modi.</p><p>The announcement came a day after the National Stock Exchange of India decided to tighten trading controls on Adani Enterprises, Adani Ports, and Ambuja Cements by increasing margin requirements to curb short selling. Analysts said the sell-off by the group's subsidiaries dragged down India's otherwise strong Sensex index.</p><p>However, the crisis may be far from over. The continued sell-off in stocks and bonds, coupled with high bond interest rates and severely deteriorating financing channels, may plunge the Adani Group into a \"death cycle\". Secondly, due to the sheer size of the Adani Group and its complex relationship with Indian politics, the negative impact of the Adani scandal on the entire country will continue to unfold.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Concrete evidence of key allegations in the short-selling report! US media added the \"final straw\" to India's richest man, forcing the Indian government to intervene.</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\">\nConcrete evidence of key allegations in the short-selling report! US media added the \"final straw\" to India's richest man, forcing the Indian government to intervene.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-02-05 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>In its latest quarterly report, Adani Power described the Mauritian company Opal as an independent shareholder, and “coincidentally,” Adani’s brother Vinod Adani and Opal director Ricardo Caillou are also listed as board members of another company.</b>Since Hindenburg released his short-selling report on the Adani Group, Indian billionaire Adani's net worth has been halved, and the stock prices of his companies have plummeted. Now, there is evidence that almost confirms the key allegations in the short-selling report!</p><p>On Saturday, a media investigation found that Adani's independent shareholder, Opal, had ties to the Adani family, virtually confirming allegations that Adani had illegally acquired a high level of control through offshore companies.</p><p>The ongoing Adani scandal has not only had a disastrous impact on the Adani Group, but has also exacerbated volatility in the entire Indian stock market, forcing the Indian government to intervene to calm the market.</p><p>The allegations are solid evidence: using offshore companies to illegally hold a high degree of control.</p><p>It is understood that,<b>Opal Investment is one of the major shareholders of Adani poewr, an energy company within Adani's business empire. In its latest quarterly report, Adani Power described Opal as an independent shareholder, meaning it has no connection to the Adani Group other than holding a 4.69% stake in Adani Power.</b></p><p>However, media reviews of company documents revealed that Opal was incorporated in Mauritius by Trustlink International Ltd., a financial services company linked to the Adani family. Louis Ricardo Caillou, one of Trustlink's directors, is not only a member of Opal's board of directors but also another Mauritian company, Krunal Trade & Investment Pvt.Ltd.<b>Coincidentally, Adani's brother Vinod Adani and Subir Mittra, CEO of the Adani family financial office, are also listed as members of the company's board of directors.</b></p><p>According to the rules set by the Securities and Exchange Commission of India, companies with less than 25% of their freely tradable shares are at risk of being delisted. Company filings show that in the third quarter of the fiscal year ending March 31, Adani family members and publicly disclosed companies related to Adani held 74.97% of Adani poewr shares. Opal's stake in Adani Power represents nearly 19% of the independent shareholders' stake in Adani Power.</p><p><b>This discovery almost confirms Hindenburg's key allegations, confirming that Adani illegally acquired a high level of control through offshore companies.</b>On January 24, Hindenburg released a 104-page report last week accusing the Adani Group of widespread fraud, including using shell companies to inflate stock prices and ignoring India's shareholding rules.</p><p>The Adani scandal continues to escalate, prompting the Indian government to step in to appease the market.</p><p>Adani has lost hundreds of billions of dollars due to fraud allegations. According to FactSet data, the market capitalization of the seven publicly traded companies in the Adani Group has decreased by a total of $108 billion since last Tuesday. Most Adani Group bond prices have fallen to junk bond levels.</p><p><b>As the sell-off of Adani assets intensified, exacerbating volatility in the Indian stock market and even negatively impacting the entire country, the Indian government had to step in to reassure investors.</b></p><p>The Securities and Exchange Board of India (SEBI) has noted that conglomerate stocks have experienced abnormal volatility over the past week and has developed a clear and publicly available set of monitoring measures to address excessive volatility in specific stocks.</p><p>The Indian Finance Minister also personally stepped in, issuing a statement on Saturday to reassure the market, saying that regulators would do their due diligence and that the Adani Group's problems would not affect India's macroeconomy. In addition, the opposition has demanded an investigation into the relationship between Adani and Prime Minister Modi.</p><p>The announcement came a day after the National Stock Exchange of India decided to tighten trading controls on Adani Enterprises, Adani Ports, and Ambuja Cements by increasing margin requirements to curb short selling. Analysts said the sell-off by the group's subsidiaries dragged down India's otherwise strong Sensex index.</p><p>However, the crisis may be far from over. The continued sell-off in stocks and bonds, coupled with high bond interest rates and severely deteriorating financing channels, may plunge the Adani Group into a \"death cycle\". Secondly, due to the sheer size of the Adani Group and its complex relationship with Indian politics, the negative impact of the Adani scandal on the entire country will continue to unfold.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3681202\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/726be8ee1c947cd00b8202879a078437","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3681202","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146197170","content_text":"Adani Power在其最新的季度报告中将毛里求斯公司Opal描述为独立股东，而“巧合”的是，Adani的哥哥Vinod Adani与Opal董事Ricardo Caillou同时被列为另一家公司的董事会成员。自兴登堡发布对Adani集团的做空报告以来，印度亿万富翁Adani身家遭“腰斩”，旗下公司股价暴跌，如今有证据几乎实锤做空报告的关键指控！周六，媒体调查发现，Adani独立股东Opal与Adani家族存在联系，几乎证实了Adani利用离岸公司违规高度控股的指控。Adani丑闻持续发酵不仅给Adani集团带来灾难性的影响，也令整个印度股市波动加剧，印度政府不得不出面安抚市场。指控实锤：利用离岸公司违规高度控股据悉，Opal Investment是Adani商业帝国中的能源公司Adani poewr的大股东之一，Adani Power在其最新的季度报告中将Opal描述为独立股东，即除持有Adani power 4.69%的股份外，与Adani集团没有任何关系。然而，媒体在审查公司文件时发现，Opal是由Trustlink International Ltd.在毛里求斯注册成立的，Trustlink是一家与Adani家族有关联的金融服务公司，Trustlink的董事之一Louis Ricardo Caillou，不仅是Opal的董事会成员，同时还是另一家毛里求斯公司Krunal Trade & Investment Pvt.Ltd.的董事会成员。“巧合”的是，Adani的哥哥Vinod Adani和Adani家族理财办公室首席执行官Subir Mittra也被列为该公司董事会成员。根据印度证券交易委员会制定的规则，少于25%自由流通股份的公司有被退市的风险。公司文件显示，在截至3月31日财政年度的第三季度中，Adani家族成员和公开披露与Adani有关的公司持有74.97%的Adani poewr股份。而Opal在Adani Power的股份占Adani Power中独立股东股份的近19%。这一发现几乎实锤了兴登堡的关键指控，证实了Adani利用离岸公司违规高度控股。1月24日，兴登堡上周发布了一份长达104页的报告，指控阿达尼集团存在范围广泛的欺诈行为，包括利用空壳公司抬高股价以及无视印度的持股规则。Adani丑闻持续发酵 印度政府出面安抚市场由于欺诈指控，Adani公司“失血”上千亿美元，根据FactSet的数据，自上周二以来，Adani集团七家上市公司的市值总共减少了1080亿美元。Adani集团债券价格大多已跌至垃圾债水平。随着Adani资产抛售力度加大，加剧了印度股市的波动，甚至给整个印度带来了负面影响，印度政府不得不出面安抚投资者。印度证券交易委员会（SEBI）指出，过去一周，企业集团股票出现异常波动，已经制定了一套明确的、公开可用的监控措施，解决特定股票的过度波动。印度财长也亲自下场，在周六发布声明安抚市场，称监管机构将尽职尽责，Adani集团的问题不会影响印度的宏观经济。此外，反对党已要求调查Adani和总理莫迪之间的关系。在声明发布前一天，印度国家证券交易所决定加强对Adani Enterprises、Adani Ports和Ambuja Cements的交易控制，提高保证金要求，以遏制卖空行为。分析师表示，该集团旗下公司的抛售拖累了印度原本表现强劲的Sensex指数。然而，危机可能还远未结束。股票债券的持续抛售，叠加高昂的债券利息及严重恶化的融资渠道，或使Adani集团陷入“死亡循环”。其次，由于Adani集团庞大的体量及其与印度政坛错综复杂的关系，Adani丑闻给整个印度带来的负面影响也还将持续发酵。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":6857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951415694,"gmtCreate":1673538462718,"gmtModify":1676538853290,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951415694","repostId":"1183463528","repostType":4,"repost":{"id":"1183463528","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":1673535738,"share":"https://ttm.financial/m/news/1183463528?lang=en_US&edition=fundamental","pubTime":"2023-01-12 23:02","market":"us","language":"zh","title":"New energy vehicle stocks collectively weakened, with Tesla falling nearly 3%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1183463528","media":"老虎资讯综合","summary":"在华尔街深度担忧需求之际，特斯拉仍在维持产量增长的雄心。","content":"<p><html><head></head><body>Thursday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fluctuated downwards, falling 2.6% as of press time and 5% intraday. Meanwhile, new energy vehicle stocks generally fell, with Faraday Future down 7.55%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell more than 2%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rivian Automotive fell 1.25%, and Rivian Automotive fell 0.23%.</p><p><img src=\"https://static.tigerbbs.com/c352dec930466f2d595cff39893b99b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>In terms of news, Tesla is considering investing $775 million to expand its factory in Texas, USA, which will include new projects related to automobiles and batteries. On the same day, media reports indicated that Tesla was about to reach a preliminary agreement to build a factory in Indonesia. Relevant information indicates that while Wall Street is deeply concerned about demand, Tesla is maintaining its ambition to increase production.</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>New energy vehicle stocks collectively weakened, with Tesla falling nearly 3%.</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\">\nNew energy vehicle stocks collectively weakened, with Tesla falling nearly 3%.\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\">2023-01-12 23:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Thursday,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fluctuated downwards, falling 2.6% as of press time and 5% intraday. Meanwhile, new energy vehicle stocks generally fell, with Faraday Future down 7.55%.<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell more than 2%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Rivian Automotive fell 1.25%, and Rivian Automotive fell 0.23%.</p><p><img src=\"https://static.tigerbbs.com/c352dec930466f2d595cff39893b99b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>In terms of news, Tesla is considering investing $775 million to expand its factory in Texas, USA, which will include new projects related to automobiles and batteries. On the same day, media reports indicated that Tesla was about to reach a preliminary agreement to build a factory in Indonesia. Relevant information indicates that while Wall Street is deeply concerned about demand, Tesla is maintaining its ambition to increase production.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183463528","content_text":"周四，特斯拉股价震荡走低，截至发稿跌2.6%，盘中跌5%。同时，新能源汽车股普跌，法拉第未来跌7.55%，小鹏汽车、蔚来跌超2%，理想汽车跌1.25%，Rivian Automotive跌0.23%。消息面上，特斯拉考虑投资7.75亿美元扩建美国德州的工厂，这其中包括与汽车和电池相关的新建项目。同日，媒体称特斯拉即将达成一项在印尼建厂的初步协议。相关信息表明，在华尔街深度担忧需求之际，特斯拉仍在维持产量增长的雄心。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":6415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951829062,"gmtCreate":1673450570657,"gmtModify":1676538839147,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951829062","repostId":"1126375496","repostType":4,"repost":{"id":"1126375496","kind":"news","pubTimestamp":1673450067,"share":"https://ttm.financial/m/news/1126375496?lang=en_US&edition=fundamental","pubTime":"2023-01-11 23:14","market":"us","language":"zh","title":"Wall Street firmly believes that the euro's rebound has just begun.","url":"https://stock-news.laohu8.com/highlight/detail?id=1126375496","media":"华尔街见闻","summary":"推动美元持续上涨的因素正在消失。","content":"<p><html><head></head><body>Author: Ge Jiaming</p><p>As Wall Street investment banks made a \"major shift,\" betting that the Eurozone economy might avoid recession, they also became increasingly confident in the euro.</p><p>On January 11, the media reported that<b>Compared to the second half of 2022, market sentiment has changed dramatically.</b>At that time, the euro fell below the parity window against the dollar, and the market gradually lost confidence, but now many investors believe that the dollar will weaken in 2023.</p><p>Gareth Gettinby, investment manager at Aegon Asset Management, said,<b>As the energy crisis eases and the interest rate differential between Europe and the United States gradually narrows, downside risks to the euro are diminishing.</b>：</p><p>The European economy may bring investors more and more surprises, while in the United States, these surprises are slowly decreasing. Regarding the euro's trend, strategists at Deutsche Bank and Morgan Stanley stated that...<b>The euro exchange rate may continue to rebound to $1.15 from its current nearly seven-month high of $1.07 per euro. Analysts at Nomura Securities believe the euro will rise to 1.10 by the end of January.</b></p><p><img src=\"https://static.tigerbbs.com/167dc8ac64ed8edd110636d5e4563045\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p>A tougher ECB than the Federal Reserve will boost the euro</p><p>Strategists at JPMorgan Chase said they remain cautious about economic growth in the eurozone.<b>But a tougher European Central Bank than the Federal Reserve will support the euro.</b>。 The bank switched the euro from bearish to neutral for the first time in recent months.</p><p>On January 6, Eurostat released data showing that the preliminary reading of the Eurozone's reconciled CPI for December was 9.2% year-on-year, continuing to decline from 10.1% in the previous month, and the year-on-year growth rate hit a four-month low. However, core inflation, excluding volatile energy, food, alcohol and tobacco prices, rose more than expected, reaching a record high of 5.2%.</p><p>Media reports indicate that, according to data from the European Commission, although Eurozone inflation remains near historical highs, consumer expectations for price trends have largely fallen back to pre-inflation levels, and the European Central Bank plans to continue rate hike at a steady pace.</p><p>Analysts point out that the market generally believes that the US December CPI data to be released this Thursday will confirm for investors that...<b>The European Central Bank will continue to maintain a tough stance in the future, while the Federal Reserve's rate hike may cool down, and the narrowing interest rate gap will benefit the euro.</b></p><p><b>According to media surveys, the market generally expects the European Central Bank to raise rate hike by 150 basis points this year, and the Federal Reserve to raise rate hike by 60 basis points.</b></p><p>In a report on January 9, Steve Englander, head of global foreign exchange research for the G-10 at Standard Chartered Bank, said that both core inflation and economic surprises in the Eurozone continued to strengthen, and the European Central Bank's hawkish tone may remain longer than that of the Federal Reserve.</p><p>Englander points out that the current US economic data is unexpectedly \"weaker\" than that of Europe, indicating that there is less upward pressure on interest rates. Englander explains:</p><p>Wage inflation cooled significantly in December, with average hourly wages increasing by only 0.3% month-on-month and 4.6% year-on-year, also below market expectations of 5% and the lowest since August 2021. Any sign of slowing wage growth could weaken the Federal Reserve's hawkish stance. Meanwhile, the non-manufacturing ISM in December was only 49.6, shrinking and hitting its lowest level since 2010. George Saravelos, head of foreign exchange research at Deutsche Bank, also believes that the relative policy cycles in the US and the Eurozone indicate that the Federal Reserve shifted its focus ahead of the European Central Bank:</p><p>In Europe, the latest PMI data suggests there may not even be a recession this winter, with unemployment still falling and fiscal policy structurally accommodative. In addition, Saravelos pointed out in his bullish report on the euro,<b>The factors driving the continued rise of the dollar are disappearing.</b>：</p><p>The two main drivers of the dollar's safe-haven appeal were the European energy crisis and the Federal Reserve, which is now gradually disappearing. The Federal Reserve's shift became the dollar's last fulcrum.</body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street firmly believes that the euro's rebound has just begun.</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\">\nWall Street firmly believes that the euro's rebound has just begun.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2023-01-11 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Ge Jiaming</p><p>As Wall Street investment banks made a \"major shift,\" betting that the Eurozone economy might avoid recession, they also became increasingly confident in the euro.</p><p>On January 11, the media reported that<b>Compared to the second half of 2022, market sentiment has changed dramatically.</b>At that time, the euro fell below the parity window against the dollar, and the market gradually lost confidence, but now many investors believe that the dollar will weaken in 2023.</p><p>Gareth Gettinby, investment manager at Aegon Asset Management, said,<b>As the energy crisis eases and the interest rate differential between Europe and the United States gradually narrows, downside risks to the euro are diminishing.</b>：</p><p>The European economy may bring investors more and more surprises, while in the United States, these surprises are slowly decreasing. Regarding the euro's trend, strategists at Deutsche Bank and Morgan Stanley stated that...<b>The euro exchange rate may continue to rebound to $1.15 from its current nearly seven-month high of $1.07 per euro. Analysts at Nomura Securities believe the euro will rise to 1.10 by the end of January.</b></p><p><img src=\"https://static.tigerbbs.com/167dc8ac64ed8edd110636d5e4563045\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\"/></p><p>A tougher ECB than the Federal Reserve will boost the euro</p><p>Strategists at JPMorgan Chase said they remain cautious about economic growth in the eurozone.<b>But a tougher European Central Bank than the Federal Reserve will support the euro.</b>。 The bank switched the euro from bearish to neutral for the first time in recent months.</p><p>On January 6, Eurostat released data showing that the preliminary reading of the Eurozone's reconciled CPI for December was 9.2% year-on-year, continuing to decline from 10.1% in the previous month, and the year-on-year growth rate hit a four-month low. However, core inflation, excluding volatile energy, food, alcohol and tobacco prices, rose more than expected, reaching a record high of 5.2%.</p><p>Media reports indicate that, according to data from the European Commission, although Eurozone inflation remains near historical highs, consumer expectations for price trends have largely fallen back to pre-inflation levels, and the European Central Bank plans to continue rate hike at a steady pace.</p><p>Analysts point out that the market generally believes that the US December CPI data to be released this Thursday will confirm for investors that...<b>The European Central Bank will continue to maintain a tough stance in the future, while the Federal Reserve's rate hike may cool down, and the narrowing interest rate gap will benefit the euro.</b></p><p><b>According to media surveys, the market generally expects the European Central Bank to raise rate hike by 150 basis points this year, and the Federal Reserve to raise rate hike by 60 basis points.</b></p><p>In a report on January 9, Steve Englander, head of global foreign exchange research for the G-10 at Standard Chartered Bank, said that both core inflation and economic surprises in the Eurozone continued to strengthen, and the European Central Bank's hawkish tone may remain longer than that of the Federal Reserve.</p><p>Englander points out that the current US economic data is unexpectedly \"weaker\" than that of Europe, indicating that there is less upward pressure on interest rates. Englander explains:</p><p>Wage inflation cooled significantly in December, with average hourly wages increasing by only 0.3% month-on-month and 4.6% year-on-year, also below market expectations of 5% and the lowest since August 2021. Any sign of slowing wage growth could weaken the Federal Reserve's hawkish stance. Meanwhile, the non-manufacturing ISM in December was only 49.6, shrinking and hitting its lowest level since 2010. George Saravelos, head of foreign exchange research at Deutsche Bank, also believes that the relative policy cycles in the US and the Eurozone indicate that the Federal Reserve shifted its focus ahead of the European Central Bank:</p><p>In Europe, the latest PMI data suggests there may not even be a recession this winter, with unemployment still falling and fiscal policy structurally accommodative. In addition, Saravelos pointed out in his bullish report on the euro,<b>The factors driving the continued rise of the dollar are disappearing.</b>：</p><p>The two main drivers of the dollar's safe-haven appeal were the European energy crisis and the Federal Reserve, which is now gradually disappearing. The Federal Reserve's shift became the dollar's last fulcrum.</body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3679615\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1a7793d923570c8fadc551eefc9bba6","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3679615","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1126375496","content_text":"作者：葛佳明华尔街投行们“大转向”，开始押注欧元区经济或将免于衰退之时，也对欧元越来越有信心了。1月11日，媒体称，与2022年下半年相比，现在市场情绪发生了巨大变化，当时欧元兑美元跌破平价窗口，市场逐渐失去信心，但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示，随着能源危机缓解，欧美利差渐渐缩小，欧元的下行风险正在减弱：欧洲经济或将带给投资者越来越多的惊喜，而在美国，这些惊喜正慢慢减少。对于欧元走势，德银和摩根士丹利的策略师表示，欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为，1月底前欧元汇率将升至1.10。比美联储更强硬的欧洲央行将提振欧元摩根大通公司的策略师表示，他们仍然对欧元区的经济增长持保留态度，但比美联储更强硬的欧洲央行将支撑欧元。该银行最近几个月来首次将欧元从看跌转为中性。1月6日，欧盟统计局公布数据显示，欧元区12月调和CPI初值同比9.2%，较上月10.1%继续下滑，同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期，创下5.2%的历史新高。媒体称，根据欧盟委员会数据显示，尽管欧元区通胀仍接近历史高位，但消费者对价格走势的预期已基本回落至通胀飙升前的水平，欧洲央行计划将以稳定的速度继续加息。分析师们指出，市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认，在未来欧洲央行将继续保持强硬态度，而美联储的加息可能会降温，利率差距的缩小将利好欧元。根据媒体调查结果显示，市场普遍预计欧洲央行今年将加息150个基点，美联储加息60个基点。渣打银行G-10全球外汇研究主管Steve Englander在1月9日的一份报告中表示，欧元区核心通胀和经济意外均继续走强，相较于美联储，欧洲央行的鹰派基调或将维持更长时间。Englander指出，现在美国的经济数据意外比欧洲“弱”，表明利率上行压力较小，Englander解释称：12月工资通胀显著降温，平均每小时工资环比仅增长0.3%，同比增长4.6%，同样低于市场预期的5%，为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。同时，12月的非制造业ISM仅为49.6，陷入萎缩，也创自2010年以来的最低水平。德银外汇研究主管George Saravelos也认为，美国和欧元区的相对政策周期表明，美联储先于欧洲央行转向：在欧洲，最新的PMI数据显示今年冬天甚至可能不会出现衰退，失业率仍在下降，财政政策在结构上是宽松的。此外，Saravelos在看涨欧元的报告中指出，推动美元持续上涨的因素正在消失：美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储，现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。","news_type":1,"symbols_score_info":{"EURmain":0.9}},"isVote":1,"tweetType":1,"viewCount":4981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959164508,"gmtCreate":1672931938705,"gmtModify":1676538759606,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9959164508","repostId":"1111573423","repostType":4,"isVote":1,"tweetType":1,"viewCount":7229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950775726,"gmtCreate":1672847177865,"gmtModify":1676538747232,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950775726","repostId":"1114329852","repostType":4,"repost":{"id":"1114329852","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":1672846064,"share":"https://ttm.financial/m/news/1114329852?lang=en_US&edition=fundamental","pubTime":"2023-01-04 23:27","market":"us","language":"zh","title":"The Nasdaq China Golden Dragon Index rose over 6%, and Alibaba rose over 7%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1114329852","media":"老虎资讯综合","summary":"1月4日，纳斯达克中国金龙指数涨超6%，金山云涨近15%，小鹏汽车、京东、BOSS直聘涨近10%，贝壳涨超8%，阿里巴巴涨超7%，满帮、拼多多、蔚来、腾讯音乐涨超6%。","content":"<p><html><head></head><body>On January 4, the Nasdaq China Golden Dragon Index rose more than 6%.<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Up nearly 15%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS Zhipin</a>Up nearly 10%,<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose more than 8%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 7%.<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/811550e2aaa27c8362e6a0426d64de22\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Nasdaq China Golden Dragon Index rose over 6%, and Alibaba rose over 7%.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Nasdaq China Golden Dragon Index rose over 6%, and Alibaba rose over 7%.\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\">2023-01-04 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 4, the Nasdaq China Golden Dragon Index rose more than 6%.<a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Up nearly 15%,<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>、<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BZ\">BOSS Zhipin</a>Up nearly 10%,<a href=\"https://laohu8.com/S/BEKE\">Seashell</a>It rose more than 8%.<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 7%.<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>It rose more than 6%.</p><p><img src=\"https://static.tigerbbs.com/811550e2aaa27c8362e6a0426d64de22\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BABA":"阿里巴巴","HXC":"Mast HedgeIndex Strategic Commodities ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114329852","content_text":"1月4日，纳斯达克中国金龙指数涨超6%，金山云涨近15%，小鹏汽车、京东、BOSS直聘涨近10%，贝壳涨超8%，阿里巴巴涨超7%，满帮、拼多多、蔚来、腾讯音乐涨超6%。","news_type":1,"symbols_score_info":{"HXC":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":6488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950775285,"gmtCreate":1672847110947,"gmtModify":1676538747224,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950775285","isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927237497,"gmtCreate":1672501229019,"gmtModify":1676538698452,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927237497","repostId":"2295318833","repostType":4,"repost":{"id":"2295318833","kind":"highlight","pubTimestamp":1672468178,"share":"https://ttm.financial/m/news/2295318833?lang=en_US&edition=fundamental","pubTime":"2022-12-31 14:29","market":"us","language":"zh","title":"Top Ten A-Share Events of 2022: \"Ning Wang\" Transforms into \"Ning Zi,\" the Demon King Experiences a 10-fold Price Increase","url":"https://stock-news.laohu8.com/highlight/detail?id=2295318833","media":"华尔街见闻","summary":"跌宕起伏，好戏不断！","content":"<p><html><head></head><body>Ups and downs, a constant stream of exciting shows!</p><p>The A-share market has just concluded its 2022 trading day.</p><p>Over the past year, under the pressure of negative factors such as Federal Reserve rate hike, the Russia-Ukraine conflict, and the supply chain, A-shares have bottomed out twice this year, falling below 3,000 points four times. As of the market close on December 30, the Shanghai Composite Index had fallen by more than 15% this year, the Shenzhen Component Index had fallen by nearly 26%, and the ChiNext Index had fallen by more than 29%.</p><p>Apart from the strong performance of the coal sector, the vast majority of A-share sectors were impacted to varying degrees. With the implementation of the \"three arrows,\" the real estate market has recently seen a strong rebound, but ultimately failed to reverse the downward trend within the year. The liquor industry, which has achieved good financial results this year, is also not performing well. However, it is comforting that the information technology innovation industry, which is related to national security, and the booming Web3.0 have achieved remarkable results in the capital market. Under the guidance of the \"valuation system with Chinese characteristics\", undervalued state-owned enterprises have also ushered in a long-awaited explosion.</p><p>From a micro perspective,<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>It remains the company with the highest market capitalization in the A-share market, the king of lithium batteries.<a href=\"https://laohu8.com/S/300750\">CATL</a>The glory days are over, and its market capitalization has fallen below one trillion yuan this year.<a href=\"https://laohu8.com/S/002432\">Andon Medical</a>It became the largest speculative stock of the year, with a 13-fold increase in 101 trading days. As China continues to optimize its epidemic prevention and control policies,<a href=\"https://laohu8.com/S/301211\">Hendi Pharmaceutical</a>Stocks related to antipyretic drugs saw a surge. Listed companies affiliated with \"Yang Le Ge Yang\"<a href=\"https://laohu8.com/S/603444\">G-bit</a>It has become the focus of attention across the internet due to its \"clearance dividend\" policy.</p><p>Two bottoms, two rebounds</p><p>Driven by a combination of factors, A-shares have bottomed out and rebounded twice this year.</p><p>The first bottoming out began at the beginning of the year. The Shanghai Composite Index fell from a high of 3651.89 points in early January to 2863.65 points on April 27, taking three and a half months. Other major indices fell across the board, with the Shenzhen Component Index falling by nearly 28% and the ChiNext Index falling by more than 35%.</p><p>The second bottoming out occurred in the middle of the year, with the Shanghai Composite Index starting its downward trend on July 5 and falling to 2893 points on October 31, while other major stock indices fell across the board again.</p><p><img src=\"https://static.tigerbbs.com/f00ff4e1dee3d46ddac730828bf8fb7e\" tg-width=\"1024\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>After delving into the reasons for the decline in A-shares, Wang Lei, investment director of Jurong Asset Management, told the Economic Observer that the Shanghai Composite Index experienced a stampede in mid-March, mainly due to the Russia-Ukraine conflict coupled with the US attack on the audit of Chinese concept stocks. The sharp drop at the end of April was due to a short-term collapse in economic data, and the sharp drop in early November was due to weak investor confidence. The common thread in the aforementioned rounds of declines is that external factors have led to a lack of investor confidence.</p><p>Of course, after bottoming out, A-shares experienced two rounds of violent gains: from April 27 to July 5, the Shanghai Composite Index rebounded by 17% and the ChiNext Index rebounded by 32%. In addition, since November, the Shanghai Composite Index has risen by 7% and the Shenzhen Component Index by 6%.</p><p>Looking ahead to 2023<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>The latest report points out that the shift in restrictive policies, improved profit expectations such as post-pandemic opening-up, increased certainty in the domestic and international macroeconomic environment, and the implied return potential at the policy bottom, economic bottom, and valuation bottom will push 2023 to become the starting point of a new bull market.</p><p>\"Prince Ning\" becomes \"Ningzi\"? Falling below one trillion market capitalization</p><p>During the booming years of the new energy sector, CATL's stock price soared from 40 yuan to a high of 692 yuan per share in 2021, with its market value once exceeding 1.6 trillion yuan.</p><p>However, in 2022, CATL suffered a setback from the start, and its first-quarter financial report fell into the curse of increasing revenue but not profit, which filled the entire market with doubts. On April 20, CATL's stock price suffered a severe blow, closing down 7.55% at 407 yuan per share, with a total market capitalization of 948.7 billion yuan. This is the first time CATL's market capitalization has fallen below one trillion yuan since it peaked at one trillion yuan in May 2021.</p><p><img src=\"https://static.tigerbbs.com/f77a5aa2bafde36e5f23337738a8987e\" tg-width=\"865\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>In the following days, CATL's stock price experienced a bright spot in June, and then continued its pullback/retracement in September, currently hovering around 400 yuan.<b>Its market capitalization has evaporated by about 600 billion yuan from its peak, making it arguably the stock with the most severe market capitalization evaporation in the A-share market this year.</b></p><p>During this period, CATL delivered better-than-expected second- and third-quarter financial reports, not only securing huge orders from BMW and Honda, but also preparing to build a factory in North America, a series of good news. However, this failed to completely restore investor confidence in it. As the \"sky-high\" price of lithium continues to squeeze the profit margin of batteries, former partners have successively turned against each other, and the oversupply of power batteries is beginning to emerge. Industry competition is heating up, and the era of making money passively is over.</p><p>Driven by policy, information technology innovation has risen across the board.</p><p>If we were to name the hottest sector recently, information technology innovation would definitely be on the list.</p><p>Looking back at the entire month of October, in just 16 trading days, the Wind Information Technology Innovation Industry Index rose by nearly 12%, while the Shanghai Composite Index fell by 4% during the same period.</p><p>Against the backdrop of a booming sector, the stock prices of related leading companies have skyrocketed. Since October<a href=\"https://laohu8.com/S/002528\">Infeituo</a>Cumulative increase of 256%<a href=\"https://laohu8.com/S/600602\">YunSai Intelligent Connection</a>Zhenshitong rose nearly 54% cumulatively.<a href=\"https://laohu8.com/S/002315\">Focus Technology</a>Jiuqi Software<a href=\"https://laohu8.com/S/600476\">Xiangyou Technology</a>All rose by more than 40%.<a href=\"https://laohu8.com/S/688111\">Kingsoft Office</a>It rose by more than 31%.</p><p><img src=\"https://static.tigerbbs.com/69c577cad70894876e235c955aefdf29\" tg-width=\"828\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>\"Information technology innovation\" refers to the information technology application innovation industry, which mainly covers four major sectors: basic hardware, basic software, application software, and information security. It is the foundation of data security and network security, and an important component of new infrastructure.</p><p><img src=\"https://static.tigerbbs.com/865986dd8258a2f3efc820494ca18a0d\" tg-width=\"865\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/>Since the State Council proposed in 2006 to list core electronic components, high-end general-purpose chips and basic software products as one of the 16 major science and technology projects, the information technology innovation industry has begun to take root and sprout. After 2019, the number of related policies experienced explosive growth, and the development of the information technology innovation industry officially ushered in a \"golden three years\".</p><p>The rise of the information technology innovation sector is also driven by policy.</p><p>At the end of September this year, the state issued Document No. 79, which comprehensively guided the development and progress of the state-owned information technology innovation industry. It required that by 2027, 100% of central and state-owned enterprises should complete the replacement of information technology innovation, covering fields such as chips, basic software, operating systems, and middleware.</p><p>Looking ahead, Open Source Securities stated that<b>The next five years will be a crucial period for the development of \"large-scale information technology innovation,\" with broad development prospects. In the short term, 2022 is the first year of information technology innovation in the industry. Starting from 2023, the localization of eight key industries, including finance, telecom operators, and power, is expected to accelerate. Meanwhile, relevant policy catalysts are expected to gradually take effect, boosting market confidence.</b></p><p>Global energy is becoming increasingly scarce, and \"coal over wind\" is sweeping across A-shares.</p><p>Coal is definitely the \"hottest performer\" among all sectors in the A-share market this year. Taking Shenwan Level 1 industries as an example, as of December 29 this year, the Shenwan Coal Industry Index has risen by 10.8% year-to-date, ranking first among 31 industries. Although the coal sector's prosperity has declined since the fourth quarter, it is still the only sector to rise in the first three quarters, and its performance is quite strong.</p><p><img src=\"https://static.tigerbbs.com/f6e2f14dd791d31ce302cc9328f57c5c\" tg-width=\"865\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>Among individual stocks,<a href=\"https://laohu8.com/S/600546\">Shanxi Coal International</a>It led the gains, with a cumulative increase of nearly 134% this year;<a href=\"https://laohu8.com/S/000933\">Shenhuo Co., Ltd.</a>、<a href=\"https://laohu8.com/S/601225\">Shaanxi coal industry</a>Companies such as Lu'an Environmental Energy, Yankuang Energy, and Shanxi Coking Coal all rose by more than 70%.</p><p><img src=\"https://static.tigerbbs.com/e88a809aaef3b5f928d58e4f1d303cc2\" tg-width=\"780\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>It is widely believed that the fundamental reason for the strong performance of the coal sector over the past year lies in the supply imbalance against the backdrop of the energy cycle.</p><p>The shift in the global energy landscape and geopolitical crises have exacerbated supply risks in the global energy market, leading to a surge in international coal-grabbing sentiment. According to an IEA report, global coal use will grow by 1.2% this year, exceeding 8 billion tons for the first time, surpassing the historical record set in 2013.</p><p>At the same time, domestic coal production hit a record high, driven by demand. Data released by the National Energy Administration shows that from January to November, China's coal production reached 4.09 billion tons, a year-on-year increase of 9.7%, and an increase of 360 million tons compared with the same period last year.</p><p>2021 saw a \"coal-to-non-ferrous metals dance,\" 2022 saw waves of \"coal surpassing wind.\" Will 2023 see a \"coal-to-non-ferrous metals boom\"?</p><p>In this regard,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The research report stated that the current supply of coking coal is tight and inventory is at an absolute historical low. With the accelerated progress of the 14th Five-Year Plan project and the marginal improvement in real estate demand, the prosperity of the coking coal industry is expected to recover, which will lead to a recovery in the valuation of the coking coal sector. Meanwhile, against the backdrop of insufficient global basic energy, thermal coal prices have stabilized at high levels, corporate profits are highly certain, and it possesses both high dividends and high Dividend attributes, highlighting its long-term investment value. The investment logic for the sector in 2023 is expected to be mainly on the demand side, and we are optimistic about the recovery of industry demand in the second half of the year.</p><p>Under the \"valuation system with Chinese characteristics,\" state-owned enterprises are experiencing explosive growth.</p><p>According to Xinhua News Agency, Yi Huiman, Chairman of the China Securities Regulatory Commission (<a href=\"https://laohu8.com/S/000402\">Finance Street</a>At the forum's annual meeting<a href=\"https://laohu8.com/S/00170\">Chinese capital</a>He delivered a speech on market construction and development, specifically pointing out that \"we should explore the establishment of a valuation system with Chinese characteristics and promote the better functioning of market resource allocation.\"</p><p>Affected by this positive news, in the week of November 21, state-owned enterprise concept stocks rallied across the board during the market correction, staging a series of limit-up days. Judging from the performance in the past two months, the rise of state-owned enterprise concept stocks is astonishing, among which China National Heavy Duty Truck Group and China National Pharmaceutical Group have risen by more than 40% cumulatively, and China Film,<a href=\"https://laohu8.com/S/600050\">China Unicom</a>Chinese software prices have risen by more than 30% cumulatively.<a href=\"https://laohu8.com/S/002116\">China Haicheng</a>、<a href=\"https://laohu8.com/S/600730\">China High-Tech</a>、<a href=\"https://laohu8.com/S/601601\">China Pacific</a>The cumulative increase exceeds 20%.</p><p><img src=\"https://static.tigerbbs.com/f178324186b42df872b80e2d2608064d\" tg-width=\"508\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>In traditional valuation systems, central state-owned enterprises with controllable risks but relatively limited growth potential often find themselves in a valuation depression, caught in the predicament of \"better performance\" matching \"worse valuation\". However, under the concept of a \"valuation system with Chinese characteristics,\" many analysts believe that the intrinsic value of central state-owned enterprises may be re-evaluated.</p><p><a href=\"https://laohu8.com/S/000776\">GF Securities</a>In a research report, Dai Kang stated that low valuations, high dividends, abundant cash flow, and stable profits are all significant advantages of central state-owned enterprises. He also stated that in the past era of globalization, the advantages of \"high profit margins\" and \"high leverage ratios\" supported the 20-year bull market of the US FAANG stock market. Under the current trend of \"anti-globalization,\" \"safety\" takes precedence over \"efficiency,\" and the \"high profit margin\" advantage of central state-owned enterprises has great room for improvement, which is expected to give rise to China's FAANG.</p><p>Demon King of the Year: 101 trading days, a 13-fold increase in the range</p><p>During the two bottom out in the A-share market this year, various \"speculative stocks\" with multiple consecutive daily limit-ups emerged, such as...<a href=\"https://laohu8.com/S/002761\">Zhejiang construction investment</a>、<a href=\"https://laohu8.com/S/000736\">China Communications Real Estate</a>、<a href=\"https://laohu8.com/S/000756\">Xinhua Pharmaceutical</a>、<a href=\"https://laohu8.com/S/000957\">ZTO Bus</a>...But when it comes to the \"king of demons\" in 2022, none other than Andon Health, the leading COVID-19 testing company.</p><p>On November 7, Andon Health announced that its subsidiary's COVID-19 antigen home self-test kit had been authorized by the U.S. FDA, which kicked off a surge in its stock price. Next, several large international orders led Andon Health to deliver a brilliant first-quarter performance report: revenue increased 66 times year-on-year, and net profit increased 375 times year-on-year, further pushing the company's stock price to a closing peak of 89.45 yuan.</p><p>Specifically, from the opening of the market on November 15, 2021 to the closing on April 14, 2022, Andon Health achieved 38 consecutive limit-up days in 101 trading days, with the largest consecutive limit-up days being 9 consecutive limit-up days, with a cumulative increase of an astonishing 1333%.</p><p>Starting April 15, this \"demonic trend\" began to subside. After the large order was completed, Andon Health's performance declined rapidly. In the second quarter, both revenue and net profit declined by more than 90% quarter-on-quarter, and in the third quarter, they continued to decline by more than 10% quarter-on-quarter. Without the support of its performance, the company's stock price has been declining all the way down, and is currently nearly 42% pullback/retracement from its historical high.</p><p><img src=\"https://static.tigerbbs.com/621d1d6c633b5c6d42786300f6dba7dc\" tg-width=\"865\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>In terms of performance in the first three quarters of this year, Andon Health's revenue increased by 3,000% year-on-year, and its net profit increased by 32,000% year-on-year, far exceeding other concept stocks in terms of both scale and speed. In addition, Andon Health received another large order from the United States in November, and its rapid growth is expected to continue in the fourth quarter.</p><p>However, it is worth noting that with the continuous optimization of COVID-19 prevention and control measures in China and the normalization of epidemic prevention and control policies in European and American markets, and the rapid decline in demand for nucleic acid testing, can Andon Health's performance and stock price return to their peak?</p><p>6 billion in 45 days, Hendi Pharmaceutical made a fortune from ibuprofen</p><p>The recent scarcity of ibuprofen has made Hengdi Pharmaceutical, the second largest ibuprofen raw material company in China, a darling of the capital market.</p><p>From November 24 to December 16, in less than a month, Hengdi Pharmaceutical's stock price soared from 23.65 yuan to 55.63 yuan, almost doubling.</p><p><img src=\"https://static.tigerbbs.com/61bb59abcab626549c6d3774767d7f3b\" tg-width=\"865\" tg-height=\"772\" referrerpolicy=\"no-referrer\"/></p><p>The continuous rise in stock price has allowed the Liu Yiqian family, the actual controller of Hengdi Pharmaceutical, to increase their book wealth by nearly 6 billion yuan in just 45 days, which is truly a huge profit.</p><p>But in fact,<b>Hendi Pharmaceutical's performance over the past year since its listing has not been ideal.</b>Due to the continued decline in revenue from ibuprofen raw materials, the majority of its revenue, the company's net profit attributable to the parent company decreased by 28% year-on-year in 2021, and continued to decline by 21% in the first three quarters of this year.</p><p>Currently, there is ample supply of upstream raw materials for ibuprofen, and raw material manufacturers have sufficient production capacity. However, industry competition remains fierce, and it is believed that the benefits of COVID-19 antipyretics will not last long.</p><p>The savvy capital market has long realized this.<b>After peaking, Hendi Pharmaceutical's stock price quickly corrected, falling nearly 38% from its high on the 16th. In addition, the stock price of Xinhua Pharmaceutical, China's largest ibuprofen raw material manufacturer, has fallen nearly 35% from its high in mid-December.</b></p><p>The company behind \"The Sheep\" earned 1 billion yuan and distributed 1 billion yuan in dividends.</p><p>In 2022, this casual game with simple gameplay but extremely high difficulty became incredibly popular, and its listed company, G-bits Network Technology, became the focus of market attention.</p><p><img src=\"https://static.tigerbbs.com/81c11e46e95378b8e1339f10fd72b425\" tg-width=\"581\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Public information shows that G-bits Network Technology was founded in 2004 and is mainly engaged in the planning, research and development and operation of online games. Its representative works include \"Ask the Way\", \"Moore's Manor\", \"A Thought of Freedom\" and \"Obi Island\".</p><p>G-bits Network Technology holds a 20% stake in Beijing Jianyou Technology Co., Ltd., the developer of \"Yang Le Ge Yang\", but the game's profitability has little impact on the company's overall finances. Therefore, although \"Yang Le Ge Yang\" brought a lot of exposure to G-bits Network Technology, it still could not drive up its stock price. Conversely, its stock price has fallen by more than 22% from its high in early January.</p><p><img src=\"https://static.tigerbbs.com/f93eb4ce4bdd561f48b9a5a2da9fc99c\" tg-width=\"1024\" tg-height=\"775\" referrerpolicy=\"no-referrer\"/></p><p><b>What truly made Ringgit Bit stand out was its extremely generous \"clearance dividends\".</b></p><p>On October 26, G-bits Network Technology released its third-quarter financial report. Financial reports show that G-bits Networks' net profit for the first three quarters was 1.012 billion yuan, a year-on-year decrease of 16.07%. The profit distribution plan was also announced, which proposes to distribute a cash dividend of RMB 140 per 10 shares (inclusive of tax), for a total cash dividend of RMB 1.006 billion (inclusive of tax).</p><p>In other words,<b>G-bits Networks, whose net profit declined, wiped out all of its profits for three quarters in one go. After the announcement of the large dividend plan, G-bits Networks' stock price rose from 241.33 yuan/share on the same day to 335.35 yuan/share on November 17.</b></p><p>It is worth noting that Lu Hongyan, the actual controller and chairman of G-bits Network Technology, received approximately 303 million yuan in cash through this dividend distribution, accounting for 30.1% of the total dividends. In addition, the top ten shareholders of G-bits Network Technology, including Vice Chairman Chen Tuolin and Huang Zhihui, will also receive dividends of approximately 155 million yuan.</p><p>What's even more astonishing is that large cash dividends are not uncommon for G-bits. As the \"Moutai of the gaming industry,\" G-bits Network Technology distributed 160 yuan per 10 shares last year, totaling 1.15 billion yuan.</p><p>Is the A-share market about to usher in the Web3.0 era?</p><p>While the internet industry as a whole is sluggish, the concept of Web3.0 is exceptionally popular.</p><p>On one hand, there were reports that those born in the 2000s were flocking to Web3.0 and making it their first career choice; on the other hand, venture capital firms were betting heavily on Web3. At that time, a job advertisement by Stephen Chow that \"searched for outstanding Web3.0 talents in the dark\" further fueled the fire of Web3.0. As this craze swept into the A-share market, a Web3.0 sector worth hundreds of billions of yuan emerged.</p><p><img src=\"https://static.tigerbbs.com/5bab76da8c6f2483abafbc0cbfae6309\" tg-width=\"827\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>Starting in November,<b>Web3.0 concept stocks continued to be active, enjoying unparalleled popularity.</b>Related concept stocks<a href=\"https://laohu8.com/S/002235\">Anni Group</a>It has risen by nearly 83% in the past two months.<a href=\"https://laohu8.com/S/002995\">Tiandi Online</a>Cumulative increase of 77%<a href=\"https://laohu8.com/S/300051\">Sanwu Interconnection</a>Cumulative increase of 65%<a href=\"https://laohu8.com/S/300071\">Fushi Holdings</a>Cumulative increase of 45%<a href=\"https://laohu8.com/S/300364\">Chinese Online</a>It rose 42% cumulatively.</p><p>According to tech entrepreneur and investor Chris Dixon, Web3.0 is an internet of builders and users, while Jiang Xia, a researcher at the research institution Messari, describes Web3.0 as \"readable + writable + owned\". Zhu Zhu, an internet media industry analyst at Huaxin Securities, explained that in the Web3.0 era, users will enjoy true data autonomy and can truly benefit from data flow and transactions, so that their data will no longer be a free resource on internet platforms.</p><p>Europeans are buying up Chinese electric blankets and other \"eight-piece winter survival sets,\" driving up companies across the supply chain.</p><p>To weather this winter of energy shortages, European consumers are turning their attention to \"heating miracles\" destined for China.</p><p>Electric blankets, bare-leg items, thermal underwear, flannel pajamas, hot water bottles, hand warmers, heaters, and turtleneck sweaters—all of China's traditional \"eight-piece winter kit\" is being bought up by Europeans. Surprisingly, heating concept stocks were also \"bought up\" by Chinese stock investors.<a href=\"https://laohu8.com/S/003023\">Rainbow Group</a>They are the biggest \"lucky ones\" among them.</p><p>Rainbow Group's stock price surged from 18.04 yuan on August 31 to 40.70 yuan at the close on October 14, and its market capitalization climbed from 1.884 billion yuan in early September to 4.29 billion yuan. Moreover, Rainbow Group hit the daily limit eight times in the 12 trading days since September 21, and set a new historical high on October 14.</p><p><img src=\"https://static.tigerbbs.com/f68047153f35b980b47b8409ae41aab5\" tg-width=\"865\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>The astonishing performance also attracted a letter of inquiry from the Shenzhen Stock Exchange. On the evening of October 13, Rainbow Group responded to the Shenzhen Stock Exchange's letter of inquiry, stating that in 2022, the company received some product export orders, but overall the quantity was small and the amount was low. As of the end of June, Rainbow Group achieved overseas sales revenue of 210,000 yuan for household flexible heating products such as electric blankets, and currently has approximately 1.33 million yuan in orders on hand.</p><p>After Rainbow Group responded to the inquiry letter, the company's stock price continued to decline, and has so far given up most of its gains.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Ten A-Share Events of 2022: \"Ning Wang\" Transforms into \"Ning Zi,\" the Demon King Experiences a 10-fold Price Increase</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\">\nTop Ten A-Share Events of 2022: \"Ning Wang\" Transforms into \"Ning Zi,\" the Demon King Experiences a 10-fold Price Increase\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-12-31 14:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Ups and downs, a constant stream of exciting shows!</p><p>The A-share market has just concluded its 2022 trading day.</p><p>Over the past year, under the pressure of negative factors such as Federal Reserve rate hike, the Russia-Ukraine conflict, and the supply chain, A-shares have bottomed out twice this year, falling below 3,000 points four times. As of the market close on December 30, the Shanghai Composite Index had fallen by more than 15% this year, the Shenzhen Component Index had fallen by nearly 26%, and the ChiNext Index had fallen by more than 29%.</p><p>Apart from the strong performance of the coal sector, the vast majority of A-share sectors were impacted to varying degrees. With the implementation of the \"three arrows,\" the real estate market has recently seen a strong rebound, but ultimately failed to reverse the downward trend within the year. The liquor industry, which has achieved good financial results this year, is also not performing well. However, it is comforting that the information technology innovation industry, which is related to national security, and the booming Web3.0 have achieved remarkable results in the capital market. Under the guidance of the \"valuation system with Chinese characteristics\", undervalued state-owned enterprises have also ushered in a long-awaited explosion.</p><p>From a micro perspective,<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>It remains the company with the highest market capitalization in the A-share market, the king of lithium batteries.<a href=\"https://laohu8.com/S/300750\">CATL</a>The glory days are over, and its market capitalization has fallen below one trillion yuan this year.<a href=\"https://laohu8.com/S/002432\">Andon Medical</a>It became the largest speculative stock of the year, with a 13-fold increase in 101 trading days. As China continues to optimize its epidemic prevention and control policies,<a href=\"https://laohu8.com/S/301211\">Hendi Pharmaceutical</a>Stocks related to antipyretic drugs saw a surge. Listed companies affiliated with \"Yang Le Ge Yang\"<a href=\"https://laohu8.com/S/603444\">G-bit</a>It has become the focus of attention across the internet due to its \"clearance dividend\" policy.</p><p>Two bottoms, two rebounds</p><p>Driven by a combination of factors, A-shares have bottomed out and rebounded twice this year.</p><p>The first bottoming out began at the beginning of the year. The Shanghai Composite Index fell from a high of 3651.89 points in early January to 2863.65 points on April 27, taking three and a half months. Other major indices fell across the board, with the Shenzhen Component Index falling by nearly 28% and the ChiNext Index falling by more than 35%.</p><p>The second bottoming out occurred in the middle of the year, with the Shanghai Composite Index starting its downward trend on July 5 and falling to 2893 points on October 31, while other major stock indices fell across the board again.</p><p><img src=\"https://static.tigerbbs.com/f00ff4e1dee3d46ddac730828bf8fb7e\" tg-width=\"1024\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p>After delving into the reasons for the decline in A-shares, Wang Lei, investment director of Jurong Asset Management, told the Economic Observer that the Shanghai Composite Index experienced a stampede in mid-March, mainly due to the Russia-Ukraine conflict coupled with the US attack on the audit of Chinese concept stocks. The sharp drop at the end of April was due to a short-term collapse in economic data, and the sharp drop in early November was due to weak investor confidence. The common thread in the aforementioned rounds of declines is that external factors have led to a lack of investor confidence.</p><p>Of course, after bottoming out, A-shares experienced two rounds of violent gains: from April 27 to July 5, the Shanghai Composite Index rebounded by 17% and the ChiNext Index rebounded by 32%. In addition, since November, the Shanghai Composite Index has risen by 7% and the Shenzhen Component Index by 6%.</p><p>Looking ahead to 2023<a href=\"https://laohu8.com/S/601211\">Guotai Junan Securities</a>The latest report points out that the shift in restrictive policies, improved profit expectations such as post-pandemic opening-up, increased certainty in the domestic and international macroeconomic environment, and the implied return potential at the policy bottom, economic bottom, and valuation bottom will push 2023 to become the starting point of a new bull market.</p><p>\"Prince Ning\" becomes \"Ningzi\"? Falling below one trillion market capitalization</p><p>During the booming years of the new energy sector, CATL's stock price soared from 40 yuan to a high of 692 yuan per share in 2021, with its market value once exceeding 1.6 trillion yuan.</p><p>However, in 2022, CATL suffered a setback from the start, and its first-quarter financial report fell into the curse of increasing revenue but not profit, which filled the entire market with doubts. On April 20, CATL's stock price suffered a severe blow, closing down 7.55% at 407 yuan per share, with a total market capitalization of 948.7 billion yuan. This is the first time CATL's market capitalization has fallen below one trillion yuan since it peaked at one trillion yuan in May 2021.</p><p><img src=\"https://static.tigerbbs.com/f77a5aa2bafde36e5f23337738a8987e\" tg-width=\"865\" tg-height=\"568\" referrerpolicy=\"no-referrer\"/></p><p>In the following days, CATL's stock price experienced a bright spot in June, and then continued its pullback/retracement in September, currently hovering around 400 yuan.<b>Its market capitalization has evaporated by about 600 billion yuan from its peak, making it arguably the stock with the most severe market capitalization evaporation in the A-share market this year.</b></p><p>During this period, CATL delivered better-than-expected second- and third-quarter financial reports, not only securing huge orders from BMW and Honda, but also preparing to build a factory in North America, a series of good news. However, this failed to completely restore investor confidence in it. As the \"sky-high\" price of lithium continues to squeeze the profit margin of batteries, former partners have successively turned against each other, and the oversupply of power batteries is beginning to emerge. Industry competition is heating up, and the era of making money passively is over.</p><p>Driven by policy, information technology innovation has risen across the board.</p><p>If we were to name the hottest sector recently, information technology innovation would definitely be on the list.</p><p>Looking back at the entire month of October, in just 16 trading days, the Wind Information Technology Innovation Industry Index rose by nearly 12%, while the Shanghai Composite Index fell by 4% during the same period.</p><p>Against the backdrop of a booming sector, the stock prices of related leading companies have skyrocketed. Since October<a href=\"https://laohu8.com/S/002528\">Infeituo</a>Cumulative increase of 256%<a href=\"https://laohu8.com/S/600602\">YunSai Intelligent Connection</a>Zhenshitong rose nearly 54% cumulatively.<a href=\"https://laohu8.com/S/002315\">Focus Technology</a>Jiuqi Software<a href=\"https://laohu8.com/S/600476\">Xiangyou Technology</a>All rose by more than 40%.<a href=\"https://laohu8.com/S/688111\">Kingsoft Office</a>It rose by more than 31%.</p><p><img src=\"https://static.tigerbbs.com/69c577cad70894876e235c955aefdf29\" tg-width=\"828\" tg-height=\"690\" referrerpolicy=\"no-referrer\"/></p><p>\"Information technology innovation\" refers to the information technology application innovation industry, which mainly covers four major sectors: basic hardware, basic software, application software, and information security. It is the foundation of data security and network security, and an important component of new infrastructure.</p><p><img src=\"https://static.tigerbbs.com/865986dd8258a2f3efc820494ca18a0d\" tg-width=\"865\" tg-height=\"549\" referrerpolicy=\"no-referrer\"/>Since the State Council proposed in 2006 to list core electronic components, high-end general-purpose chips and basic software products as one of the 16 major science and technology projects, the information technology innovation industry has begun to take root and sprout. After 2019, the number of related policies experienced explosive growth, and the development of the information technology innovation industry officially ushered in a \"golden three years\".</p><p>The rise of the information technology innovation sector is also driven by policy.</p><p>At the end of September this year, the state issued Document No. 79, which comprehensively guided the development and progress of the state-owned information technology innovation industry. It required that by 2027, 100% of central and state-owned enterprises should complete the replacement of information technology innovation, covering fields such as chips, basic software, operating systems, and middleware.</p><p>Looking ahead, Open Source Securities stated that<b>The next five years will be a crucial period for the development of \"large-scale information technology innovation,\" with broad development prospects. In the short term, 2022 is the first year of information technology innovation in the industry. Starting from 2023, the localization of eight key industries, including finance, telecom operators, and power, is expected to accelerate. Meanwhile, relevant policy catalysts are expected to gradually take effect, boosting market confidence.</b></p><p>Global energy is becoming increasingly scarce, and \"coal over wind\" is sweeping across A-shares.</p><p>Coal is definitely the \"hottest performer\" among all sectors in the A-share market this year. Taking Shenwan Level 1 industries as an example, as of December 29 this year, the Shenwan Coal Industry Index has risen by 10.8% year-to-date, ranking first among 31 industries. Although the coal sector's prosperity has declined since the fourth quarter, it is still the only sector to rise in the first three quarters, and its performance is quite strong.</p><p><img src=\"https://static.tigerbbs.com/f6e2f14dd791d31ce302cc9328f57c5c\" tg-width=\"865\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p><p>Among individual stocks,<a href=\"https://laohu8.com/S/600546\">Shanxi Coal International</a>It led the gains, with a cumulative increase of nearly 134% this year;<a href=\"https://laohu8.com/S/000933\">Shenhuo Co., Ltd.</a>、<a href=\"https://laohu8.com/S/601225\">Shaanxi coal industry</a>Companies such as Lu'an Environmental Energy, Yankuang Energy, and Shanxi Coking Coal all rose by more than 70%.</p><p><img src=\"https://static.tigerbbs.com/e88a809aaef3b5f928d58e4f1d303cc2\" tg-width=\"780\" tg-height=\"809\" referrerpolicy=\"no-referrer\"/></p><p>It is widely believed that the fundamental reason for the strong performance of the coal sector over the past year lies in the supply imbalance against the backdrop of the energy cycle.</p><p>The shift in the global energy landscape and geopolitical crises have exacerbated supply risks in the global energy market, leading to a surge in international coal-grabbing sentiment. According to an IEA report, global coal use will grow by 1.2% this year, exceeding 8 billion tons for the first time, surpassing the historical record set in 2013.</p><p>At the same time, domestic coal production hit a record high, driven by demand. Data released by the National Energy Administration shows that from January to November, China's coal production reached 4.09 billion tons, a year-on-year increase of 9.7%, and an increase of 360 million tons compared with the same period last year.</p><p>2021 saw a \"coal-to-non-ferrous metals dance,\" 2022 saw waves of \"coal surpassing wind.\" Will 2023 see a \"coal-to-non-ferrous metals boom\"?</p><p>In this regard,<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>The research report stated that the current supply of coking coal is tight and inventory is at an absolute historical low. With the accelerated progress of the 14th Five-Year Plan project and the marginal improvement in real estate demand, the prosperity of the coking coal industry is expected to recover, which will lead to a recovery in the valuation of the coking coal sector. Meanwhile, against the backdrop of insufficient global basic energy, thermal coal prices have stabilized at high levels, corporate profits are highly certain, and it possesses both high dividends and high Dividend attributes, highlighting its long-term investment value. The investment logic for the sector in 2023 is expected to be mainly on the demand side, and we are optimistic about the recovery of industry demand in the second half of the year.</p><p>Under the \"valuation system with Chinese characteristics,\" state-owned enterprises are experiencing explosive growth.</p><p>According to Xinhua News Agency, Yi Huiman, Chairman of the China Securities Regulatory Commission (<a href=\"https://laohu8.com/S/000402\">Finance Street</a>At the forum's annual meeting<a href=\"https://laohu8.com/S/00170\">Chinese capital</a>He delivered a speech on market construction and development, specifically pointing out that \"we should explore the establishment of a valuation system with Chinese characteristics and promote the better functioning of market resource allocation.\"</p><p>Affected by this positive news, in the week of November 21, state-owned enterprise concept stocks rallied across the board during the market correction, staging a series of limit-up days. Judging from the performance in the past two months, the rise of state-owned enterprise concept stocks is astonishing, among which China National Heavy Duty Truck Group and China National Pharmaceutical Group have risen by more than 40% cumulatively, and China Film,<a href=\"https://laohu8.com/S/600050\">China Unicom</a>Chinese software prices have risen by more than 30% cumulatively.<a href=\"https://laohu8.com/S/002116\">China Haicheng</a>、<a href=\"https://laohu8.com/S/600730\">China High-Tech</a>、<a href=\"https://laohu8.com/S/601601\">China Pacific</a>The cumulative increase exceeds 20%.</p><p><img src=\"https://static.tigerbbs.com/f178324186b42df872b80e2d2608064d\" tg-width=\"508\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>In traditional valuation systems, central state-owned enterprises with controllable risks but relatively limited growth potential often find themselves in a valuation depression, caught in the predicament of \"better performance\" matching \"worse valuation\". However, under the concept of a \"valuation system with Chinese characteristics,\" many analysts believe that the intrinsic value of central state-owned enterprises may be re-evaluated.</p><p><a href=\"https://laohu8.com/S/000776\">GF Securities</a>In a research report, Dai Kang stated that low valuations, high dividends, abundant cash flow, and stable profits are all significant advantages of central state-owned enterprises. He also stated that in the past era of globalization, the advantages of \"high profit margins\" and \"high leverage ratios\" supported the 20-year bull market of the US FAANG stock market. Under the current trend of \"anti-globalization,\" \"safety\" takes precedence over \"efficiency,\" and the \"high profit margin\" advantage of central state-owned enterprises has great room for improvement, which is expected to give rise to China's FAANG.</p><p>Demon King of the Year: 101 trading days, a 13-fold increase in the range</p><p>During the two bottom out in the A-share market this year, various \"speculative stocks\" with multiple consecutive daily limit-ups emerged, such as...<a href=\"https://laohu8.com/S/002761\">Zhejiang construction investment</a>、<a href=\"https://laohu8.com/S/000736\">China Communications Real Estate</a>、<a href=\"https://laohu8.com/S/000756\">Xinhua Pharmaceutical</a>、<a href=\"https://laohu8.com/S/000957\">ZTO Bus</a>...But when it comes to the \"king of demons\" in 2022, none other than Andon Health, the leading COVID-19 testing company.</p><p>On November 7, Andon Health announced that its subsidiary's COVID-19 antigen home self-test kit had been authorized by the U.S. FDA, which kicked off a surge in its stock price. Next, several large international orders led Andon Health to deliver a brilliant first-quarter performance report: revenue increased 66 times year-on-year, and net profit increased 375 times year-on-year, further pushing the company's stock price to a closing peak of 89.45 yuan.</p><p>Specifically, from the opening of the market on November 15, 2021 to the closing on April 14, 2022, Andon Health achieved 38 consecutive limit-up days in 101 trading days, with the largest consecutive limit-up days being 9 consecutive limit-up days, with a cumulative increase of an astonishing 1333%.</p><p>Starting April 15, this \"demonic trend\" began to subside. After the large order was completed, Andon Health's performance declined rapidly. In the second quarter, both revenue and net profit declined by more than 90% quarter-on-quarter, and in the third quarter, they continued to decline by more than 10% quarter-on-quarter. Without the support of its performance, the company's stock price has been declining all the way down, and is currently nearly 42% pullback/retracement from its historical high.</p><p><img src=\"https://static.tigerbbs.com/621d1d6c633b5c6d42786300f6dba7dc\" tg-width=\"865\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/></p><p>In terms of performance in the first three quarters of this year, Andon Health's revenue increased by 3,000% year-on-year, and its net profit increased by 32,000% year-on-year, far exceeding other concept stocks in terms of both scale and speed. In addition, Andon Health received another large order from the United States in November, and its rapid growth is expected to continue in the fourth quarter.</p><p>However, it is worth noting that with the continuous optimization of COVID-19 prevention and control measures in China and the normalization of epidemic prevention and control policies in European and American markets, and the rapid decline in demand for nucleic acid testing, can Andon Health's performance and stock price return to their peak?</p><p>6 billion in 45 days, Hendi Pharmaceutical made a fortune from ibuprofen</p><p>The recent scarcity of ibuprofen has made Hengdi Pharmaceutical, the second largest ibuprofen raw material company in China, a darling of the capital market.</p><p>From November 24 to December 16, in less than a month, Hengdi Pharmaceutical's stock price soared from 23.65 yuan to 55.63 yuan, almost doubling.</p><p><img src=\"https://static.tigerbbs.com/61bb59abcab626549c6d3774767d7f3b\" tg-width=\"865\" tg-height=\"772\" referrerpolicy=\"no-referrer\"/></p><p>The continuous rise in stock price has allowed the Liu Yiqian family, the actual controller of Hengdi Pharmaceutical, to increase their book wealth by nearly 6 billion yuan in just 45 days, which is truly a huge profit.</p><p>But in fact,<b>Hendi Pharmaceutical's performance over the past year since its listing has not been ideal.</b>Due to the continued decline in revenue from ibuprofen raw materials, the majority of its revenue, the company's net profit attributable to the parent company decreased by 28% year-on-year in 2021, and continued to decline by 21% in the first three quarters of this year.</p><p>Currently, there is ample supply of upstream raw materials for ibuprofen, and raw material manufacturers have sufficient production capacity. However, industry competition remains fierce, and it is believed that the benefits of COVID-19 antipyretics will not last long.</p><p>The savvy capital market has long realized this.<b>After peaking, Hendi Pharmaceutical's stock price quickly corrected, falling nearly 38% from its high on the 16th. In addition, the stock price of Xinhua Pharmaceutical, China's largest ibuprofen raw material manufacturer, has fallen nearly 35% from its high in mid-December.</b></p><p>The company behind \"The Sheep\" earned 1 billion yuan and distributed 1 billion yuan in dividends.</p><p>In 2022, this casual game with simple gameplay but extremely high difficulty became incredibly popular, and its listed company, G-bits Network Technology, became the focus of market attention.</p><p><img src=\"https://static.tigerbbs.com/81c11e46e95378b8e1339f10fd72b425\" tg-width=\"581\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Public information shows that G-bits Network Technology was founded in 2004 and is mainly engaged in the planning, research and development and operation of online games. Its representative works include \"Ask the Way\", \"Moore's Manor\", \"A Thought of Freedom\" and \"Obi Island\".</p><p>G-bits Network Technology holds a 20% stake in Beijing Jianyou Technology Co., Ltd., the developer of \"Yang Le Ge Yang\", but the game's profitability has little impact on the company's overall finances. Therefore, although \"Yang Le Ge Yang\" brought a lot of exposure to G-bits Network Technology, it still could not drive up its stock price. Conversely, its stock price has fallen by more than 22% from its high in early January.</p><p><img src=\"https://static.tigerbbs.com/f93eb4ce4bdd561f48b9a5a2da9fc99c\" tg-width=\"1024\" tg-height=\"775\" referrerpolicy=\"no-referrer\"/></p><p><b>What truly made Ringgit Bit stand out was its extremely generous \"clearance dividends\".</b></p><p>On October 26, G-bits Network Technology released its third-quarter financial report. Financial reports show that G-bits Networks' net profit for the first three quarters was 1.012 billion yuan, a year-on-year decrease of 16.07%. The profit distribution plan was also announced, which proposes to distribute a cash dividend of RMB 140 per 10 shares (inclusive of tax), for a total cash dividend of RMB 1.006 billion (inclusive of tax).</p><p>In other words,<b>G-bits Networks, whose net profit declined, wiped out all of its profits for three quarters in one go. After the announcement of the large dividend plan, G-bits Networks' stock price rose from 241.33 yuan/share on the same day to 335.35 yuan/share on November 17.</b></p><p>It is worth noting that Lu Hongyan, the actual controller and chairman of G-bits Network Technology, received approximately 303 million yuan in cash through this dividend distribution, accounting for 30.1% of the total dividends. In addition, the top ten shareholders of G-bits Network Technology, including Vice Chairman Chen Tuolin and Huang Zhihui, will also receive dividends of approximately 155 million yuan.</p><p>What's even more astonishing is that large cash dividends are not uncommon for G-bits. As the \"Moutai of the gaming industry,\" G-bits Network Technology distributed 160 yuan per 10 shares last year, totaling 1.15 billion yuan.</p><p>Is the A-share market about to usher in the Web3.0 era?</p><p>While the internet industry as a whole is sluggish, the concept of Web3.0 is exceptionally popular.</p><p>On one hand, there were reports that those born in the 2000s were flocking to Web3.0 and making it their first career choice; on the other hand, venture capital firms were betting heavily on Web3. At that time, a job advertisement by Stephen Chow that \"searched for outstanding Web3.0 talents in the dark\" further fueled the fire of Web3.0. As this craze swept into the A-share market, a Web3.0 sector worth hundreds of billions of yuan emerged.</p><p><img src=\"https://static.tigerbbs.com/5bab76da8c6f2483abafbc0cbfae6309\" tg-width=\"827\" tg-height=\"1454\" referrerpolicy=\"no-referrer\"/></p><p>Starting in November,<b>Web3.0 concept stocks continued to be active, enjoying unparalleled popularity.</b>Related concept stocks<a href=\"https://laohu8.com/S/002235\">Anni Group</a>It has risen by nearly 83% in the past two months.<a href=\"https://laohu8.com/S/002995\">Tiandi Online</a>Cumulative increase of 77%<a href=\"https://laohu8.com/S/300051\">Sanwu Interconnection</a>Cumulative increase of 65%<a href=\"https://laohu8.com/S/300071\">Fushi Holdings</a>Cumulative increase of 45%<a href=\"https://laohu8.com/S/300364\">Chinese Online</a>It rose 42% cumulatively.</p><p>According to tech entrepreneur and investor Chris Dixon, Web3.0 is an internet of builders and users, while Jiang Xia, a researcher at the research institution Messari, describes Web3.0 as \"readable + writable + owned\". Zhu Zhu, an internet media industry analyst at Huaxin Securities, explained that in the Web3.0 era, users will enjoy true data autonomy and can truly benefit from data flow and transactions, so that their data will no longer be a free resource on internet platforms.</p><p>Europeans are buying up Chinese electric blankets and other \"eight-piece winter survival sets,\" driving up companies across the supply chain.</p><p>To weather this winter of energy shortages, European consumers are turning their attention to \"heating miracles\" destined for China.</p><p>Electric blankets, bare-leg items, thermal underwear, flannel pajamas, hot water bottles, hand warmers, heaters, and turtleneck sweaters—all of China's traditional \"eight-piece winter kit\" is being bought up by Europeans. Surprisingly, heating concept stocks were also \"bought up\" by Chinese stock investors.<a href=\"https://laohu8.com/S/003023\">Rainbow Group</a>They are the biggest \"lucky ones\" among them.</p><p>Rainbow Group's stock price surged from 18.04 yuan on August 31 to 40.70 yuan at the close on October 14, and its market capitalization climbed from 1.884 billion yuan in early September to 4.29 billion yuan. Moreover, Rainbow Group hit the daily limit eight times in the 12 trading days since September 21, and set a new historical high on October 14.</p><p><img src=\"https://static.tigerbbs.com/f68047153f35b980b47b8409ae41aab5\" tg-width=\"865\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/></p><p>The astonishing performance also attracted a letter of inquiry from the Shenzhen Stock Exchange. On the evening of October 13, Rainbow Group responded to the Shenzhen Stock Exchange's letter of inquiry, stating that in 2022, the company received some product export orders, but overall the quantity was small and the amount was low. As of the end of June, Rainbow Group achieved overseas sales revenue of 210,000 yuan for household flexible heating products such as electric blankets, and currently has approximately 1.33 million yuan in orders on hand.</p><p>After Rainbow Group responded to the inquiry letter, the company's stock price continued to decline, and has so far given up most of its gains.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3678760\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3b4a781f9c48e25cb027cb85e338c75","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3678760","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295318833","content_text":"跌宕起伏，好戏不断！A股刚刚结束2022年的交易日。过去这一年，在美联储加息、俄乌冲突以及供应链等利空因素的夹击下，A股年内两度探底，四度跌破3000点。截止12月30日收盘，上证指数今年累计下跌超过15%，深成指跌幅接近26%，创业板指跌逾29%。除煤炭板块表现强势外，A股绝大多数板块均遭到不同程度的冲击。随着“三支箭”落地，房地产近期迎来了强势反弹，不过最终还是未能在年内扭转跌势；年内拿出不错财务成绩的白酒行业，表现也不太乐观。但值得安慰的是，事关国家安全的信创行业、火爆的Web3.0在资本市场取得了不俗的成绩，在“中国特色估值体系”的指引下，低估值的中字头公司也迎来了久违的爆发。从微观来看，贵州茅台仍是A股市值最高公司，锂电之王宁德时代风光不再，年内市值已跌破万亿，九安医疗则登上年度最大妖股宝座，101个交易日涨幅高达13倍。随着国内持续优化疫情防控政策，亨迪药业等退烧药概念股迎来一波大涨。《羊了个羊》关联上市公司吉比特因“清仓式分红”成为全网吃瓜对象。两次触底，两次反弹多因素共同作用下，A股今年出现两次探底回升。第一次探底始于年初，沪指从1月初的3651.89点高位下跌至4月27日的2863.65点，耗时3个半月，其他主要指数全线下跌，深成指累跌近28%，创业板累跌逾35%。第二次探底发生在年中，沪指从7月5日开启跌势，直至10月31日跌至2893点，其他主要股指再度全线下跌。深究A股下挫的原因，钜融资产投资总监王雷向经济观察报表示，沪指3月中出现踩踏行情，主因俄乌冲突叠加美方发难中概股审计事宜，4月末重跌则是因经济数据短期坍塌，11月初急挫则是投资者信心孱弱；上述几轮下探的共同点都在于外部因素冲击导致投资者信心稀缺。当然，探底之后A股则迎来了两轮暴力上涨：4月27日至7月5日，沪指累计反弹了17%，创业板累计反弹了32%；另外，11月以来，沪指累计上涨了7%，深成指累计上涨了6%。展望2023年，国泰君安最新报告指出，抑制性政策转向与疫后开放等盈利预期改善、内外宏观环境确定性上升以及政策底、经济底和估值底隐含的回报空间等将推动2023年成为新一轮牛市的起点。“宁王”变“宁子”？跌破万亿市值在新能源赛道最火爆的那几年，宁德时代股价从40元一路高歌猛进，到2021年涨至最高692元/股，市值一度突破1.6万亿元。但到了2022年，宁德时代开局即失利，一季度财报陷入了增收不增利的魔咒，彼时质疑声充斥着整个市场。4月20日，宁德时代股价遭遇重创，当日收跌7.55%，报407元/股，总市值9487亿元，这是自2021年5月登顶万亿后，宁德时代市值首次跌破万亿。在接下来的日子里，宁德时代股价经历了6月的回光返照，然后在9月份再次持续回撤，目前在400元附近徘徊，市值较峰值蒸发了约6000亿元左右，堪称A股今年市值蒸发最严重的股票。在其此期间，宁德时代交出了超预期的二三季度财报，不仅拿到了宝马、本田的超大订单，还准备在北美建厂，可谓好消息不断。但这并未能彻底挽回投资者对它的信心，随着 “天价”锂不断压缩电池利润空间，往日的合作伙伴接连反水，动力电池供应过剩初现端倪，行业竞争走向白热化，躺着赚钱的时代已经结束。政策驱动下，信创全面崛起如果说近期什么板块最火爆，信创一定榜上有名。回看整个十月份，仅仅16个交易日，万得信创产业指数累计涨幅接近12%，而同期沪指却跌了4%。在整个赛道火热的背景下，相关龙头股价一飞冲天。10月以来，英飞拓累涨256%，云赛智联累涨近54%，真视通、焦点科技、久其软件、湘邮科技均涨超40%，金山办公涨超31%。“信创”即信息技术应用创新产业，主要涵盖基础硬件、基础软件、应用软件、信息安全四大板块，是数据安全、网络安全的基础，也是新基建的重要组成部分。自2006年国务院将提出将核心电子器件、高端通用芯片及基础软件产品列为16个重大科技专项之一以来，信创产业开始生根发芽。2019年之后，相关政策数量呈现爆发式增长，信创产业的发展正式迎来“黄金三年”。本次信创板块的崛起，也正是由政策所驱动。今年9月底国家下发79号文，全面指导国资信创产业发展和进度，要求到2027年央企国企100%完成信创替代，替换范围涵盖芯片、基础软件、操作系统、中间件等领域。展望未来，开源证券表示，未来五年是“大信创”发展的关键时期，发展空间广阔。短期来看，2022年是行业信创的元年，从2023年开始，金融、运营商、电力等八大关键行业的国产化有望加速。同时，相关政策催化有望逐渐落地，提振市场信心。全球能源愈发紧俏，“煤超风”席卷A股煤炭绝对是今年A股所有板块中“最靓的仔”。以申万一级行业为例，今年截至12月29日，申万煤炭行业指数年内累计上涨10.8%，涨幅在31个行业中位居首位。虽然四季度以来，煤炭板块的景气度有所下行，但仍是前三季度唯一上涨的板块，表现相当强劲。个股中，山煤国际涨幅居首，年内累计上涨近134%；神火股份、陕西煤业涨超70%，潞安环能、兖矿能源、山西焦煤等均涨超50%。普遍认为，煤炭板块过去一年表现强势的根本原因在于能源大周期背景下的供给失衡。全球能源格局的转变、地缘政治危机等因素加剧全球能源市场的供给风险，国际市场“抢煤”情绪随之升温。据IEA报告显示，今年全球煤炭使用量将增长1.2%，年度使用量首次超过80亿吨，超过了2013年创下的历史记录。与此同时，国内煤炭产量在需求的推动下创下历史新高。国家能源局公布的数据显示，1-11月全国煤炭产量40.9亿吨，同比增长9.7%，比去年同期增加3.6亿吨。2021年上演“煤飞色舞”，2022年刮起阵阵“煤超风”，2023年是否会“煤开三度”?对此，中信证券在研报中表示，当前焦煤供给偏紧、且库存处于历史绝对低位，在后续十四五项目建设加快推进、地产需求边际改善的情形下，预计焦煤行业景气度将有所回暖，进而使焦煤板块估值迎来修复。同时全球基础能源不足的背景下，动力煤价格高位企稳、企业利润具有高确定性，兼具高分红、高股息属性，长期投资价值凸显。预计2023年板块投资逻辑主要在需求端，看好下半年行业需求的恢复。“中国特色估值体系”下，中字头爆发据新华社报道，证监会主席易会满21日在2022金融街论坛年会上对中国资本市场建设和发展作了讲话，特别指出“探索建立具有中国特色的估值体系，促进市场资源配置功能更好发挥”。受该利好消息影响，11月21日当周，中字头概念股在大盘回调之际全线上攻，连续上演涨停潮。从近两个月表现来看，中字头概念股涨势十分惊人，其中中国重汽、中国医药累计涨逾40%，中国电影、中国联通、中国软件累计涨逾30%，中国海诚、中国高科、中国太保累计涨逾20%。在传统的估值体系中，风险可控但成长性相对有限的央企往往身处估值洼地，陷入“更好业绩”匹配“更差估值”的窘境。但在“中国特色的估值体系”概念之下，不少分析师认为，央企的内在价值或将得到重新认识。广发证券戴康曾在研报中表示，低估值、高分红、现金流充沛、盈利稳定性等均为央企的显著优势。他还表示，在过去的全球化时代，“高利润率”和“高杠杆率”优势支撑美股FAANG的20年长牛。当前“逆全球化”大趋势下，“安全”优先于“效率”，央企的“高利润率”优势也有很大的提升空间，有望诞生出中国的FAANG。年度妖王：101个交易日，区间涨幅13倍在今年A股两次触底反弹的过程中，出现了各种N连板的“妖股”，比如浙江建投、中交地产、新华制药、中通客车……但当说起2022年的“妖中之王”时，非新冠检测龙头九安医疗莫属。11月7日，九安医疗公告称旗下子公司的新冠抗原家用自测试剂盒获美国FDA授权的公告，拉开了其股价暴涨的序幕；接下来，多份国际大单让九安医疗拿出了闪亮十足的一季度业绩报告：营收同比大增66倍，净利润同比增375倍，进一步把公司股价推上89.45元的收盘巅峰。具体来看，从2021年11月15日开盘到2022年4月14日收盘，101个交易日，九安医疗足足收获了38个涨停板，最大连续涨停天数为9连板，区间累计涨幅高达惊人的1333%。4月15日起，这股“妖风”便开始消退。在大单完成后，九安医疗业绩快速下滑，二季度营收、净利润均环比下滑超过90%，三季度继续环比下滑超过10%。没了业绩的支撑，公司股价一路走低，目前已从历史高位回撤近42%。就今年前三季表现而言，九安医疗营收同比增长3000%，净利润同比增长32000%，无论从规模上还是从速度上都远超其他概念股。另外，九安医疗11月再获美国大额订单，其高速增长的业绩有望在四季度持续。但值得注意的是，随着国内持续优化新冠疫情防控措施，欧美市场疫情防控政策趋向常态化，核酸检测需求快速回落的前景下，九安医疗的业绩与股价还能重回巅峰吗？45天60亿，亨迪药业靠布洛芬赚麻了近期布洛芬的一片难求，让国内第二大布洛芬原料药企业亨迪药业一度成为资本市场的宠儿。从11月24日至12月16日，不到一个月的时间，亨迪药业股价从23.65元飙升至55.63元，几乎翻了一番。股价持续走高，也让亨迪药业实控人刘益谦家族在短短45天内增加了近60亿元的账面财富，真可谓赚麻了。但事实上，亨迪药业上市一年多来的业绩表现并不理想。由于营收大头布洛芬类原料药收入持续下滑，公司2021年归母净利润同比减少28%，而今年前三季度继续下降21%。目前布洛芬上游原料供应充足，原料厂商也有足够的产能，而行业竞争依旧激烈，相信新冠退烧药的红利也不会持续太长时间。精明的资本市场也早已意识到这一点，亨迪药业股价触顶后迅速回调，截至目前已从16日的高点下跌近38%，此外，国内最大布洛芬原料厂新华制药股价已从12月中旬的高点下跌近35%。《羊了个羊》背后公司：赚了10个亿，分红10个亿2022年，这款玩法简单但难度系数极高的休闲小游戏火得一塌糊涂，也让其背后的一家上市公司吉比特成了市场关注的焦点。公开资料显示，吉比特成立于2004年，主要从事网络游戏的策划、研发及运营，代表作有《问道》《摩尔庄园》《一念逍遥》《奥比岛》。吉比特持有《羊了个羊》研发商北京简游科技有限公司20%的股权，但该游戏的盈利对公司整体财务影响程度不大。因此《羊了个羊》虽然为吉比特带来了不少的曝光度，但仍无法带动其股价上涨。相反，其股价已经从1月初的高点已经跌去了超过22%。真正令吉比特出圈的是豪到极致的“清仓式分红”。10月26日，吉比特发布了三季度财报。财报显示，吉比特前三季度净利润10.12亿元，同比减少16.07％。同时公布的还有利润分配预案，即每10股派发现金红利140元(含税)，合计派发现金红利10.06亿元（含税）。也就是说，净利润下滑的吉比特一口气将三个季度的利润全部分光了。大手笔分红预案公布后，吉比特股价一路从当日的241.33元/股走高至11月17日的335.35元/股。值得关注的是，吉比特实控人、董事长卢竑岩通过此次分红获得约3.03亿元的现金，占全部分红的30.1%。此外，吉比特副董事长陈拓琳、黄志辉等前十大股东也能获得约1.55亿元的分红。更令人惊掉下巴的是，大手笔的现金分红对于吉比特而言并不罕见。作为“游戏界的茅台”，吉比特曾在去年10派160元，共计派现11.50亿元。A股要迎来Web3.0时代？互联网行业整体不振之际，Web3.0概念却异常火爆。一边是报道称00后疯狂涌入Web3.0，并将其作为职业首选，另一边是风投机构纷纷重金押注Web3，彼时周星驰一则“在漆黑中找寻鲜明出众的Web3.0人才”的招聘广告，更是为Web3.0再添了一把火。而当这股热潮涌入A股时，一条价值千亿的Web3.0赛道横空出世。自11月开始，Web3.0概念股持续活跃，风头独步一时。相关概念股安妮股份两个月来累计涨近83%，天地在线累涨77%，三五互联累涨65%，福石控股累涨45%，中文在线累涨42%。根据科技创业者兼投资人Chris Dixon的描述，Web3.0是一个建设者和用户的互联网，研究机构Messari研究员江下则把Web3.0描述为“可读+可写+拥有”。华鑫证券互联网传媒行业分析师朱珠解释称，Web3.0时代，用户将享有真正的数据自主权，可以在数据流转和交易中真正获益，使自己的数据不再是互联网平台的免费资源。欧洲人买爆中国电热毯等“过冬八件套”，带飞产业链公司为了熬过这个能源短缺的冬天，欧洲消费者纷纷把目光投向了投向中国的“取暖神器”。电热毯、光腿神器、秋衣秋裤、法兰绒睡衣、热水袋、暖手宝、取暖器和高领毛衣，中国传统的 “过冬八件套”通通被欧洲人爆买。意外的是，取暖概念股也被中国股民“买爆”，彩虹集团就是其中最大的“幸运儿”。彩虹集团股价从8月31日的18.04元大涨至10月14日收盘的40.70元，市值也从9月初的18.84亿元攀升至了42.90亿元。而且彩虹集团在自9月21日之后的12个交易日中斩获8个涨停板，并在10月14日一举创下历史最高价。惊人表现也引来了深交所的关注函。10月13日晚间，彩虹集团回复深交所关注函称，2022年，公司获得一些产品出口订单，总体上数量少金额低。彩虹集团截至6月底，电热毯等家用柔性取暖产品实现海外销售收入21万元，目前在手订单金额约133万元。在彩虹集团回复关注函后，公司股价便持续走低，截至目前已吐出大部分涨幅。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":6824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927377272,"gmtCreate":1672411603496,"gmtModify":1676538687406,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$富途控股(FUTU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927377272","isVote":1,"tweetType":1,"viewCount":5668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924618813,"gmtCreate":1672240711532,"gmtModify":1676538658493,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924618813","isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924912780,"gmtCreate":1672156248240,"gmtModify":1676538643772,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924912780","isVote":1,"tweetType":1,"viewCount":2166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924913489,"gmtCreate":1672155665441,"gmtModify":1676538643655,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924913489","repostId":"1152928667","repostType":4,"repost":{"id":"1152928667","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":1672151478,"share":"https://ttm.financial/m/news/1152928667?lang=en_US&edition=fundamental","pubTime":"2022-12-27 22:31","market":"us","language":"zh","title":"Opening | Most Chinese concept stocks rose, with Tuniu surging over 10% in early trading.","url":"https://stock-news.laohu8.com/highlight/detail?id=1152928667","media":"老虎资讯综合","summary":"道琼斯指数开盘上涨52.93点，涨幅0.16%。","content":"<p><html><head></head><body>On Tuesday, December 27, U.S. stocks opened mixed, with the Dow Jones Industrial Average rising 52.93 points, or 0.16%, to 33,256.86. The S&P 500 opened down 1.81 points, or 0.05%, at 3843.01. The Nasdaq Composite Index opened down 45.83 points, or 0.44%, at 10,452.03.</p><p><img src=\"https://static.tigerbbs.com/d2bcae87e5a03fe8e2cebe66034b09c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Chinese concept stocks in the tourism industry opened higher.<b>Tuniu rose more than 10%.<a href=\"https://laohu8.com/S/TCOM\">Ctrip</a>It rose about 3%.</b>On the evening of the 26th, the National Health Commission released the \"Overall Plan for Implementing 'Class B, Class B Management' for Novel Coronavirus Infection,\" which cancels nucleic acid testing and centralized quarantine for all people upon entry. Within half an hour of the announcement, searches for popular overseas destinations on the Ctrip platform surged tenfold year-on-year, with searches for outbound flights and overseas hotels both reaching their peak in three years.</p><p><img src=\"https://static.tigerbbs.com/474dbfe6518c9e6a4db2e2598bc79bf4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most popular Chinese concept stocks rose.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up nearly 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose about 3%.</p><p><b><a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell 5% after previously lowering its Q4 delivery forecast.</b>At the same time,<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 3%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/3b33f68042268f68af1dde1b72d6b013\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell more than 5%, dropping below $116, hitting a new low since September 2020.</b>Meanwhile, Faraday Future fell nearly 8%, Nikola fell nearly 6%, and Rivian and Lucid Group fell about 4%.</p><p><img src=\"https://static.tigerbbs.com/d7027cd05ed907b2da4dabb7001e33db\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Star tech stocks generally declined.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Down about 4%,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>It fell by about 3%.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>The stock continued to fall 6%, after closing down 10.39% last Friday. AMC Cinemas recently announced a new $110 million financing proposal and a 1-for-10 reverse stock split proposal.</p><p>US aviation stocks declined.<a href=\"https://laohu8.com/S/LUV\">Southwest airlines</a>It fell more than 5%.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>group,<a href=\"https://laohu8.com/S/UAL\">United Continental</a>It fell by about 2%. Due to the blizzard, more than 3,800 flights were canceled across the United States on the 26th, bringing the total number of flights canceled in recent days to more than 15,000.</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 | Most Chinese concept stocks rose, with Tuniu surging over 10% in early trading.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | Most Chinese concept stocks rose, with Tuniu surging over 10% in early trading.\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\">2022-12-27 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, December 27, U.S. stocks opened mixed, with the Dow Jones Industrial Average rising 52.93 points, or 0.16%, to 33,256.86. The S&P 500 opened down 1.81 points, or 0.05%, at 3843.01. The Nasdaq Composite Index opened down 45.83 points, or 0.44%, at 10,452.03.</p><p><img src=\"https://static.tigerbbs.com/d2bcae87e5a03fe8e2cebe66034b09c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Chinese concept stocks in the tourism industry opened higher.<b>Tuniu rose more than 10%.<a href=\"https://laohu8.com/S/TCOM\">Ctrip</a>It rose about 3%.</b>On the evening of the 26th, the National Health Commission released the \"Overall Plan for Implementing 'Class B, Class B Management' for Novel Coronavirus Infection,\" which cancels nucleic acid testing and centralized quarantine for all people upon entry. Within half an hour of the announcement, searches for popular overseas destinations on the Ctrip platform surged tenfold year-on-year, with searches for outbound flights and overseas hotels both reaching their peak in three years.</p><p><img src=\"https://static.tigerbbs.com/474dbfe6518c9e6a4db2e2598bc79bf4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Most popular Chinese concept stocks rose.<a href=\"https://laohu8.com/S/JD\">JD.com</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up nearly 4%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It rose more than 3%.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose about 3%.</p><p><b><a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell 5% after previously lowering its Q4 delivery forecast.</b>At the same time,<a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It fell more than 3%.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It fell by more than 1%.</p><p><img src=\"https://static.tigerbbs.com/3b33f68042268f68af1dde1b72d6b013\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The stock price fell more than 5%, dropping below $116, hitting a new low since September 2020.</b>Meanwhile, Faraday Future fell nearly 8%, Nikola fell nearly 6%, and Rivian and Lucid Group fell about 4%.</p><p><img src=\"https://static.tigerbbs.com/d7027cd05ed907b2da4dabb7001e33db\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Star tech stocks generally declined.<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>Down about 4%,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>、<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>It fell by about 3%.</p><p><a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>The stock continued to fall 6%, after closing down 10.39% last Friday. AMC Cinemas recently announced a new $110 million financing proposal and a 1-for-10 reverse stock split proposal.</p><p>US aviation stocks declined.<a href=\"https://laohu8.com/S/LUV\">Southwest airlines</a>It fell more than 5%.<a href=\"https://laohu8.com/S/AAL\">American Airlines</a>group,<a href=\"https://laohu8.com/S/UAL\">United Continental</a>It fell by about 2%. Due to the blizzard, more than 3,800 flights were canceled across the United States on the 26th, bringing the total number of flights canceled in recent days to more than 15,000.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152928667","content_text":"12月27日（周二）美股开盘涨跌不一，道琼斯指数开盘上涨52.93点，涨幅0.16%，报33256.86点；标普500指数开盘下跌1.81点，跌幅0.05%，报3843.01点；纳斯达克综合指数开盘下跌45.83点，跌幅0.44%，报10452.03点。中概旅游股高开，途牛涨超10%，携程网涨约3%。国家卫健委26日晚发布《关于对新型冠状病毒感染实施“乙类乙管”的总体方案》，取消入境后全员核酸检测和集中隔离。通知发布半小时内，携程平台热门海外目的地搜索量同比大涨10倍，出境机票、海外酒店搜索均达到三年来峰值。热门中概股多数走高，京东、哔哩哔哩涨近4%，阿里巴巴涨超3%，网易、百度涨约3%。蔚来跌5%，此前下调Q4交付预期。同时，小鹏汽车跌超3%，理想汽车跌超1%。特斯拉跌超5%，股价跌破116美元，续刷2020年9月以来新低。同时，法拉第未来跌近8%，Nikola跌近6%，Rivian、Lucid Group跌约4%，明星科技股普遍下挫，英伟达跌约4%，美光科技、奈飞跌约3%。AMC院线续跌6%，该股上周五收跌10.39%，AMC院线近日宣布了一项新的1.1亿美元融资提案和一项1比10反向拆股提案。美股航空板块走低，西南航空跌超5%，美国航空集团、联合大陆航空跌约2%。受暴风雪影响，26日全美超过3800架次航班取消，近日累计取消超过1.5万架次航班。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925832076,"gmtCreate":1671982507495,"gmtModify":1676538617793,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925832076","repostId":"1160777906","repostType":4,"repost":{"id":"1160777906","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011755,"share":"https://ttm.financial/m/news/1160777906?lang=en_US&edition=fundamental","pubTime":"2022-12-26 07:42","market":"hk","language":"zh","title":"Tip: The Christmas holidays are here, here's a list of trading market closing hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160777906","media":"老虎資訊","summary":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年","content":"<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tip: The Christmas holidays are here, here's a list of trading market closing hours.</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\">\nTip: The Christmas holidays are here, here's a list of trading market closing hours.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2022-12-26 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e029cf8d7c318d1de45f38c9aaf8eeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160777906","content_text":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年12月26日（週一）休市。2022年12月27日（週二）休市。新加坡股市：2022年12月26日（週一）休市。澳洲市場：除節禮日之外，澳洲市場將於當地時間2022年12月26日（週一）和 2022年12月27日（週二）休市。新西蘭市場：除節禮日之外，新西蘭市場將於當地時間2022年12月26日（週一）和2022年12月27日（週二）休市。滬深兩市：滬深兩市照常交易。滬股通、深股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。港股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925912822,"gmtCreate":1671899496266,"gmtModify":1676538608723,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925912822","repostId":"1160777906","repostType":4,"repost":{"id":"1160777906","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011755,"share":"https://ttm.financial/m/news/1160777906?lang=en_US&edition=fundamental","pubTime":"2022-12-26 07:42","market":"hk","language":"zh","title":"Tip: The Christmas holidays are here, here's a list of trading market closing hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160777906","media":"老虎資訊","summary":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年","content":"<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tip: The Christmas holidays are here, here's a list of trading market closing hours.</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\">\nTip: The Christmas holidays are here, here's a list of trading market closing hours.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2022-12-26 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e029cf8d7c318d1de45f38c9aaf8eeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160777906","content_text":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年12月26日（週一）休市。2022年12月27日（週二）休市。新加坡股市：2022年12月26日（週一）休市。澳洲市場：除節禮日之外，澳洲市場將於當地時間2022年12月26日（週一）和 2022年12月27日（週二）休市。新西蘭市場：除節禮日之外，新西蘭市場將於當地時間2022年12月26日（週一）和2022年12月27日（週二）休市。滬深兩市：滬深兩市照常交易。滬股通、深股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。港股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923932151,"gmtCreate":1670774191373,"gmtModify":1676538431081,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923932151","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923932362,"gmtCreate":1670774185957,"gmtModify":1676538431082,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923932362","isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929247228,"gmtCreate":1670687610364,"gmtModify":1676538417480,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929247228","isVote":1,"tweetType":1,"viewCount":1940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929247080,"gmtCreate":1670687555440,"gmtModify":1676538417464,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929247080","repostId":"2290265600","repostType":4,"isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920251550,"gmtCreate":1670509170570,"gmtModify":1676538382440,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920251550","repostId":"1140737202","repostType":4,"repost":{"id":"1140737202","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":1670508617,"share":"https://ttm.financial/m/news/1140737202?lang=en_US&edition=fundamental","pubTime":"2022-12-08 22:10","market":"sh","language":"zh","title":"Doomsday Doctor Roubini's \"Collapse Warning\": The world is heading towards the intersection of financial, economic, and debt crises.","url":"https://stock-news.laohu8.com/highlight/detail?id=1140737202","media":"华尔街见闻","summary":"经过多年极端宽松的财政、货币和信贷政策以及严重的负供给冲击，滞胀压力对庞大的公共和私营部门债务造成挤压。经济危机迫在眉睫，决策者却无力应对。上周，纽约大学教授、有“末日博士”之称的经济学家鲁比尼发出“","content":"<p><html><head></head><body>After years of extremely loose fiscal, monetary, and credit policies and severe negative supply shocks, stagflationary pressures have squeezed massive public and private sector debt. An economic crisis is looming, but policymakers are powerless to cope. Last week, New York University professor and economist known as \"Dr. Doomsday\" Roubini issued a \"collapse warning,\" pointing out in a recent column:</p><p><b>With decades of surging deficits, borrowing, and leverage, the world economy is heading toward an unprecedented intersection of economic, financial, and debt crises.</b>Roubini pointed out that in the private sector, debt is mountainous, including household (such as pledge loans, credit cards, car loans, student loans, personal loans), business and corporate (bank loans, bond debt and private debt), and financial sector debt (liabilities of banks and non-bank institutions). In the public sector, this includes federal, state, and local government bonds and other formal debt, as well as implicit debt, such as unfunded liabilities for pay-as-you-go pension plans and healthcare systems—all of which will continue to grow as society ages.</p><p><b>Here are Roubini's main points:</b></p><p>Looking at the explicit debt alone, the numbers are staggering. Globally, the ratio of private and public sector debt to GDP rose from 200% in 1999 to 350% in 2021. This proportion is currently 420% in developed economies, and 330% in China. In the United States, this percentage is 420%, higher than during the Great Depression and after World War II. Of course, debt can boost economic activity if borrowers invest in new capital (machinery, housing, public infrastructure) to earn a return higher than the cost of borrowing. But massive borrowing is only intended to continuously finance consumer spending above personal income—this is the \"best option\" for bankruptcy. Furthermore, capital investments can also be risky, whether borrowers are families buying homes at artificially inflated prices, companies seeking rapid expansion regardless of returns, or governments spending money on \"white elephants\" (luxurious but useless infrastructure projects). For various reasons, this phenomenon of excessive borrowing has persisted for decades. The democratization of finance has enabled families with tight incomes to obtain funds for consumption through debt. Right-leaning governments have been cutting taxes without cutting spending, while left-leaning governments have been generous on social projects that have not been adequately funded through high enough taxes. Driven by the central bank's ultra-loose monetary and credit policies, tax policies that favor debt rather than equity have fueled a surge in private and public sector borrowing. Years of quantitative easing (QE) and credit easing have brought borrowing costs close to zero, and in some cases even negative (as is the case in Europe and Japan). By 2020, negative-yielding dollar public debt was $17 trillion, and in some Nordic countries, even nominal mortgage interest rates were negative. The explosion of unsustainable debt ratios means that many borrowers – households, companies, banks, shadow banks, governments, and even entire countries – are insolvent “zombies” propped up by low interest rates (keeping debt repayment costs manageable). During the 2008 global financial crisis and the COVID-19 pandemic, zero or negative interest rate policies, quantitative easing, and fiscal stimulus policies saved many people who would have gone bankrupt. But now, inflation, also fueled by ultra-loose fiscal, monetary, and credit policies, has ended this financial \"dawn of the dead,\" and the cost of repaying \"zombie\" debt has risen sharply as central banks are forced to raise interest rates to restore price stability. For many, this has brought a triple blow, with inflation eroding real household income and reducing the value of household assets such as homes and stocks. The same applies to fragile and overleveraged companies, financial institutions, and governments: they also face sharply rising borrowing costs and declining revenues and asset values. Worse still, this trend coincides with the return of stagflation. The last time developed economies experienced this was in the 1970s. But at least at that time, the debt ratio was very low. Today, we are facing the worst of the 1970s (the stagflation shock) and the worst of the global financial crisis (the debt shock). This time, we cannot simply stimulate demand by cutting interest rates. After all, the global economy is suffering from persistent short- and medium-term negative supply shocks that are reducing growth and increasing prices and production costs. These include: disruptions to labor and goods supply chains caused by the pandemic; The impact of the Russia-Ukraine conflict on commodity prices; And more than a dozen other medium-term shocks—from climate change to geopolitical developments—will bring additional stagflationary pressures. Unlike the months before the 2008 financial crisis and the COVID-19 pandemic, simply bailing out private and public institutions through loose macroeconomic policies will fuel inflation. This means that on top of a severe financial crisis, there will be a hard landing—a severe and prolonged recession. As asset bubbles burst, debt service ratios soar, and inflation-adjusted incomes for households, businesses, and governments decline, the economic crisis and financial collapse will influence each other. To be sure, advanced economies that borrow in their own currencies can take advantage of an unexpected round of inflation to reduce the real value of some nominal long-term fixed-rate debt. With governments reluctant to raise taxes or cut spending to reduce deficits, central bank deficit monetization will once again be seen as the path of least resistance. But you can't fool everyone all the time.<b>Once the inflation genie is released from the bottle—when central banks abandon confrontation in the face of looming economic and financial crises—nominal and real borrowing costs will surge.</b>All stagflationary debt crises can be postponed, but they will be inevitable.</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>Doomsday Doctor Roubini's \"Collapse Warning\": The world is heading towards the intersection of financial, economic, and debt crises.</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\">\nDoomsday Doctor Roubini's \"Collapse Warning\": The world is heading towards the intersection of financial, economic, and debt crises.\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\">2022-12-08 22:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>After years of extremely loose fiscal, monetary, and credit policies and severe negative supply shocks, stagflationary pressures have squeezed massive public and private sector debt. An economic crisis is looming, but policymakers are powerless to cope. Last week, New York University professor and economist known as \"Dr. Doomsday\" Roubini issued a \"collapse warning,\" pointing out in a recent column:</p><p><b>With decades of surging deficits, borrowing, and leverage, the world economy is heading toward an unprecedented intersection of economic, financial, and debt crises.</b>Roubini pointed out that in the private sector, debt is mountainous, including household (such as pledge loans, credit cards, car loans, student loans, personal loans), business and corporate (bank loans, bond debt and private debt), and financial sector debt (liabilities of banks and non-bank institutions). In the public sector, this includes federal, state, and local government bonds and other formal debt, as well as implicit debt, such as unfunded liabilities for pay-as-you-go pension plans and healthcare systems—all of which will continue to grow as society ages.</p><p><b>Here are Roubini's main points:</b></p><p>Looking at the explicit debt alone, the numbers are staggering. Globally, the ratio of private and public sector debt to GDP rose from 200% in 1999 to 350% in 2021. This proportion is currently 420% in developed economies, and 330% in China. In the United States, this percentage is 420%, higher than during the Great Depression and after World War II. Of course, debt can boost economic activity if borrowers invest in new capital (machinery, housing, public infrastructure) to earn a return higher than the cost of borrowing. But massive borrowing is only intended to continuously finance consumer spending above personal income—this is the \"best option\" for bankruptcy. Furthermore, capital investments can also be risky, whether borrowers are families buying homes at artificially inflated prices, companies seeking rapid expansion regardless of returns, or governments spending money on \"white elephants\" (luxurious but useless infrastructure projects). For various reasons, this phenomenon of excessive borrowing has persisted for decades. The democratization of finance has enabled families with tight incomes to obtain funds for consumption through debt. Right-leaning governments have been cutting taxes without cutting spending, while left-leaning governments have been generous on social projects that have not been adequately funded through high enough taxes. Driven by the central bank's ultra-loose monetary and credit policies, tax policies that favor debt rather than equity have fueled a surge in private and public sector borrowing. Years of quantitative easing (QE) and credit easing have brought borrowing costs close to zero, and in some cases even negative (as is the case in Europe and Japan). By 2020, negative-yielding dollar public debt was $17 trillion, and in some Nordic countries, even nominal mortgage interest rates were negative. The explosion of unsustainable debt ratios means that many borrowers – households, companies, banks, shadow banks, governments, and even entire countries – are insolvent “zombies” propped up by low interest rates (keeping debt repayment costs manageable). During the 2008 global financial crisis and the COVID-19 pandemic, zero or negative interest rate policies, quantitative easing, and fiscal stimulus policies saved many people who would have gone bankrupt. But now, inflation, also fueled by ultra-loose fiscal, monetary, and credit policies, has ended this financial \"dawn of the dead,\" and the cost of repaying \"zombie\" debt has risen sharply as central banks are forced to raise interest rates to restore price stability. For many, this has brought a triple blow, with inflation eroding real household income and reducing the value of household assets such as homes and stocks. The same applies to fragile and overleveraged companies, financial institutions, and governments: they also face sharply rising borrowing costs and declining revenues and asset values. Worse still, this trend coincides with the return of stagflation. The last time developed economies experienced this was in the 1970s. But at least at that time, the debt ratio was very low. Today, we are facing the worst of the 1970s (the stagflation shock) and the worst of the global financial crisis (the debt shock). This time, we cannot simply stimulate demand by cutting interest rates. After all, the global economy is suffering from persistent short- and medium-term negative supply shocks that are reducing growth and increasing prices and production costs. These include: disruptions to labor and goods supply chains caused by the pandemic; The impact of the Russia-Ukraine conflict on commodity prices; And more than a dozen other medium-term shocks—from climate change to geopolitical developments—will bring additional stagflationary pressures. Unlike the months before the 2008 financial crisis and the COVID-19 pandemic, simply bailing out private and public institutions through loose macroeconomic policies will fuel inflation. This means that on top of a severe financial crisis, there will be a hard landing—a severe and prolonged recession. As asset bubbles burst, debt service ratios soar, and inflation-adjusted incomes for households, businesses, and governments decline, the economic crisis and financial collapse will influence each other. To be sure, advanced economies that borrow in their own currencies can take advantage of an unexpected round of inflation to reduce the real value of some nominal long-term fixed-rate debt. With governments reluctant to raise taxes or cut spending to reduce deficits, central bank deficit monetization will once again be seen as the path of least resistance. But you can't fool everyone all the time.<b>Once the inflation genie is released from the bottle—when central banks abandon confrontation in the face of looming economic and financial crises—nominal and real borrowing costs will surge.</b>All stagflationary debt crises can be postponed, but they will be inevitable.</body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b72c7a49848a200043090f96ed32f108","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140737202","content_text":"经过多年极端宽松的财政、货币和信贷政策以及严重的负供给冲击，滞胀压力对庞大的公共和私营部门债务造成挤压。经济危机迫在眉睫，决策者却无力应对。上周，纽约大学教授、有“末日博士”之称的经济学家鲁比尼发出“崩溃警告”，其在最新的一篇专栏文章中指出：随着数十年的赤字、借贷和杠杆率激增，世界经济正走向前所未有的经济危机、金融危机和债务危机的交汇点。鲁比尼指出，在私营部门，债务堆积如山，包括家庭（如质押贷款、信用卡、汽车贷款、学生贷款、个人贷款）、企业和公司（银行贷款、债券债务和私人债务）以及金融部门的债务（银行和非银行机构的负债）等；在公共部门，包括联邦、州和地方政府债券和其他正式债务，以及隐性债务，如现收现付养老金计划和医疗保健系统等无资金来源的负债—所有这些都将随着社会老龄化而继续增长。以下是鲁比尼的主要观点：单看显性债务，数字就很惊人了。从全球来看，私人和公共部门债务占GDP的比例从1999年的200%上升到2021年的350%。发达经济体的这一比例目前为420%，中国为330%。在美国，这一比例为420%，高于大萧条时期和二战后。当然，如果借款人投资新资本（机器、住房、公共基础设施），从而获得高于借贷成本的回报，那么债务可以促进经济活动。但大量借贷只是为了持续地为高于个人收入的消费支出提供资金——这就是破产的“最佳方案”。此外，对资本的投资也可能存在风险，无论借款人是以人为抬高的价格购买房屋的家庭，还是不顾回报、寻求快速扩张的公司，亦或是将钱花在“白象”（奢侈但无用的基础设施项目）上的政府。由于各种原因，这种过度借贷现象已经持续了几十年。金融的民主化使收入紧张的家庭能够通过债务获取消费的资金。偏右翼政府一直在减税，但同时并没有削减开支，而偏左翼政府则在社会项目上慷慨解囊，但这些项目没有通过足够高的税收获得充足的资金。在央行超宽松的货币和信贷政策的推动下，有利于债务而非股权的税收政策推动私人和公共部门借贷激增。多年的量化宽松（QE）和信贷宽松使借贷成本接近于零，在某些情况下甚至是负数（就像欧洲和日本的情况）。到2020年，收益率为负的美元公共债务为17万亿美元，在一些北欧国家，甚至抵押贷款的名义利率也为负。不可持续的债务比率爆炸式增长意味着许多借款人——家庭、公司、银行、影子银行、政府，甚至整个国家——都是资不抵债的“僵尸”，这些“僵尸”靠着低利率支撑着（使偿债成本保持在可控范围）。在2008年全球金融危机和新冠疫情期间，零利率或负利率政策、量化宽松和财政刺激政策拯救了许多本来会破产的人。但现在，同样由超宽松财政、货币和信贷政策助长的通货膨胀已经结束了这场金融“亡灵黎明”，随着各国央行被迫提高利率以恢复价格稳定，“僵尸”的偿债成本急剧上升。对许多人来说，这带来了三重打击，通货膨胀侵蚀了家庭实际收入，降低家庭资产价值，如住房和股票。脆弱和过度杠杆化的公司、金融机构和政府也是如此：他们同时也面临借贷成本急剧上升、收入及资产价值下降。更糟糕的是，这一趋势恰逢滞胀回归。发达经济体上一次经历这种情况是在20世纪70年代。但至少在那时，债务比率很低。今天，我们面临着20世纪70年代最糟糕的一面（滞胀冲击）和全球金融危机的最糟糕的一面（债务冲击）。这一次，我们不能简单地通过降息来刺激需求。毕竟，全球经济正受到持续的短期和中期负面供应冲击，这些冲击降低了增长，增加了价格和生产成本。其中包括：疫情对劳动力和货物供应链中断；俄乌冲突对大宗商品价格的影响；以及其他十多个中期冲击—从气候变化到地缘政治发展，将带来额外的滞胀压力。与2008年金融危机和新冠疫情爆发前几个月不同，仅仅通过宽松的宏观政策救助私人和公共机构，将给通胀火上浇油。这意味着，在严重的金融危机之上，将出现一场硬着陆——严重、持久的衰退。随着资产泡沫破裂，偿债比率飙升以及家庭、企业和政府的经通胀调整后的收入下降，经济危机和金融崩溃将相互影响。可以肯定的是，以本币借款的发达经济体可以利用一轮意外的通胀来降低一些名义长期固定利率债务的实际价值。由于各国政府不愿提高税收或削减开支以减少赤字，央行的赤字货币化将再次被视为阻力最小的路径。但你不能一直愚弄所有的人。一旦通胀精灵从瓶子中释放—当各国央行面对迫在眉睫的经济和金融危机而放弃对抗时，名义和实际借贷成本将激增。所有滞胀性债务危机可以被推迟，但将不可避免。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9969657032,"gmtCreate":1668437689427,"gmtModify":1676538056641,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969657032","repostId":"1110302539","repostType":4,"isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969768965,"gmtCreate":1668524984557,"gmtModify":1676538070885,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"kk","listText":"kk","text":"kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969768965","repostId":"2283292775","repostType":4,"repost":{"id":"2283292775","kind":"highlight","pubTimestamp":1668524093,"share":"https://ttm.financial/m/news/2283292775?lang=en_US&edition=fundamental","pubTime":"2022-11-15 22:54","market":"us","language":"en","title":"Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2283292775","media":"Markets Insider","summary":"Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said","content":"<div>\n<p>Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said...</p>\n\n<a href=\"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11\">Source Link</a>\n\n</div>\n","source":"marketsinsider","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>Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMunger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said...</p>\n\n<a href=\"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283292775","content_text":"Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said.Munger also contrasted the Fed with the Bank of Japan, and praised Elon Musk and Tesla.Warren Buffett's business partner has torn into cryptocurrencies once again, declaring the space is rife with fraud and delusion, and regulators have dropped the ball by not outlawing bitcoin and other digital assets.Charlie Munger, a billionaire investor and the vice-chairman of Buffett's Berkshire Hathaway, also suggested the Federal Reserve is far less aggressive than the Bank of Japan. Moreover, he underscored Tesla's unlikely success and praised Elon Musk.Here's what Munger told CNBC in an interview aired on Tuesday. He spoke days after Sam Bankman-Fried's digital-asset exchange, FTX, filed for bankruptcy:\"It's partly fraud and partly delusion — that's a bad combination,\" Munger said about the crypto industry. \"People think this is a real asset, it's not a real asset,\" he added about the coins themselves.The 98-year-old investor bemoaned the growing acceptance of crypto by Wall Street banks and hedge funds, and suggested financiers are far too eager to buy into the latest fad.\"It pains me that in my own country I see people that once were regarded as very reputable people helping these things exist,\" he said. \"There are people who think that you've got to be on every deal that's hot.\"Munger added that it's \"crazy\" and \"demented\" to think someone can mint a new token that can turn a 12-year-old into a billion are overnight.Buffett's right-hand man also suggested the novelty of crypto has meant regulators have failed to grasp its dangers. He criticized authorities for not banning crypto early on.\"The danger flags are wagging so clearly,\" he said. \"None of this stuff should ever have been allowed.\"Munger has previously compared crypto to a \"venereal disease\" and an \"open sewer,\" and said he wouldn't want someone in the space to marry into his family.The Fed, Elon Musk, and TeslaThe world needs competent central banks, but the Fed is a \"mouse that hardly tries to do anything\" compared to the Bank of Japan, Munger said.\"If we get in the kind of trouble Japan was in, of course we'll do the same damn thing,\" he said. The Japanese central bank has cut interest rates below zero in an effort to shore up economic growth in recent years.On another note, Munger said he was surprised by Tesla's outsized success, and felt far more positively about Elon Musk's company than he does about bitcoin.\"Tesla has made some real contributions to civilization,\" he said. \"Elon Musk has done some good things that other people couldn't do.\"\"We haven't had a successful new auto company in a long, long time,\" Munger added. \"What Tesla has done in the car business is a minor miracle.\"US-China tiesMunger underscored the value of a friendly US-China relationship, arguing America shouldn't be so threatened by the rise of the world power.US purchases of Chinese imports helped the country grow and contributed to pulling over a billion people out of poverty, he said. A warm relationship between the two countries should be mutually beneficial, and the US should focus on keeping things friendly and striking win-win deals instead of fearing China's progress, he continued.\"Why should a great civilization like ours care if a new civilization rises?\" Munger asked. \"It's always a mistake to envy people who are doing well.\"","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969314900,"gmtCreate":1668353620401,"gmtModify":1676538044173,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969314900","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=en_US&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></p></body></html>","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>SPY: Bear Market Rally Or A Major Bottom?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035749217,"gmtCreate":1647702631499,"gmtModify":1676534259447,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035749217","repostId":"2220670637","repostType":4,"repost":{"id":"2220670637","kind":"highlight","pubTimestamp":1647671973,"share":"https://ttm.financial/m/news/2220670637?lang=en_US&edition=fundamental","pubTime":"2022-03-19 14:39","market":"us","language":"zh","title":"Bank of America review 1970s: Asset Rotation in the Era of High Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2220670637","media":"华尔街见闻","summary":"美银策略师Michael Hartnett认为，美股反弹不过是熊市的“暂时停火”，“衰退冲击”即将开始。如何对冲接下来市场可能面临的痛苦？1970s大通胀时代下的资产轮动或许能够提供借鉴。","content":"<p><html><head></head><body>Last week, the Federal Reserve's rate hike was released, but US stocks rebounded sharply.</p><p>In response, Bank of America strategist Michael Hartnett, known as \"Wall Street's most pessimistic analyst,\" believes that...<b>This rebound is merely a \"temporary pause\" in the bear market, and the \"recession shock\" is about to begin.</b></p><p>Hartnett explained that the historic short squeeze largely contributed to the widespread market rally:</p><p>This is nothing more than a \"bear market ceasefire rally,\" as the world continues to descend into the purgatory of stagflation.<b>The real bear market won't begin until the recession begins, sometime in the second half of 2022.</b><img src=\"https://static.tigerbbs.com/ada7b4acd0ad022755f738923474559d\" tg-width=\"854\" tg-height=\"537\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Hartnett believes that the prolonged lows in interest rates in the 2020s, coupled with inflation, meant a rapid and unstable economic and investment cycle from boom to bust.</p><p>Learning from history, Hartnett review examined asset rotation during the era of high inflation in the 1970s.</p><p><b>Early in this period, the market was initially bullish on physical assets, commodities, Treasury Inflation-Protected Securities(TIPS) (TIPS), small-cap value stocks, and emerging markets.</b></p><p><img src=\"https://static.tigerbbs.com/f896a6b33444499dac0f961f7d31ccb9\" tg-width=\"616\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>However, just a few years later, during the great stagflationary shock of 1973/4, only commodities remained strong.</b></p><p><img src=\"https://static.tigerbbs.com/6139b3756e493bf595fa37b38c689e43\" tg-width=\"601\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From 1974 to 1981, it was time to buy small-cap value stocks and real estate, and commodities were still performing well.</p><p><img src=\"https://static.tigerbbs.com/ee6e7a32e544d5a658a3345fde0645e8\" tg-width=\"624\" tg-height=\"505\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What happens next? This will depend on whether the Federal Reserve has the courage to raise interest rates to 20% in the short term, as Volcker did in 1981, even if it means the collapse of risky assets.</p><p>Hartnett also offered advice on how to hedge against potential market pain:</p><p>The best recession hedge is betting on a \"steepening yield curve,\" the best stagflation hedge is betting on a depreciating dollar, and the best soft landing hedge is betting on non-US stocks.<img src=\"https://static.tigerbbs.com/9ca5a47a33d55a24968d3f1db0ba015a\" tg-width=\"605\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America review 1970s: Asset Rotation in the Era of High Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBank of America review 1970s: Asset Rotation in the Era of High Inflation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-03-19 14:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Last week, the Federal Reserve's rate hike was released, but US stocks rebounded sharply.</p><p>In response, Bank of America strategist Michael Hartnett, known as \"Wall Street's most pessimistic analyst,\" believes that...<b>This rebound is merely a \"temporary pause\" in the bear market, and the \"recession shock\" is about to begin.</b></p><p>Hartnett explained that the historic short squeeze largely contributed to the widespread market rally:</p><p>This is nothing more than a \"bear market ceasefire rally,\" as the world continues to descend into the purgatory of stagflation.<b>The real bear market won't begin until the recession begins, sometime in the second half of 2022.</b><img src=\"https://static.tigerbbs.com/ada7b4acd0ad022755f738923474559d\" tg-width=\"854\" tg-height=\"537\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Hartnett believes that the prolonged lows in interest rates in the 2020s, coupled with inflation, meant a rapid and unstable economic and investment cycle from boom to bust.</p><p>Learning from history, Hartnett review examined asset rotation during the era of high inflation in the 1970s.</p><p><b>Early in this period, the market was initially bullish on physical assets, commodities, Treasury Inflation-Protected Securities(TIPS) (TIPS), small-cap value stocks, and emerging markets.</b></p><p><img src=\"https://static.tigerbbs.com/f896a6b33444499dac0f961f7d31ccb9\" tg-width=\"616\" tg-height=\"531\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>However, just a few years later, during the great stagflationary shock of 1973/4, only commodities remained strong.</b></p><p><img src=\"https://static.tigerbbs.com/6139b3756e493bf595fa37b38c689e43\" tg-width=\"601\" tg-height=\"528\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From 1974 to 1981, it was time to buy small-cap value stocks and real estate, and commodities were still performing well.</p><p><img src=\"https://static.tigerbbs.com/ee6e7a32e544d5a658a3345fde0645e8\" tg-width=\"624\" tg-height=\"505\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What happens next? This will depend on whether the Federal Reserve has the courage to raise interest rates to 20% in the short term, as Volcker did in 1981, even if it means the collapse of risky assets.</p><p>Hartnett also offered advice on how to hedge against potential market pain:</p><p>The best recession hedge is betting on a \"steepening yield curve,\" the best stagflation hedge is betting on a depreciating dollar, and the best soft landing hedge is betting on non-US stocks.<img src=\"https://static.tigerbbs.com/9ca5a47a33d55a24968d3f1db0ba015a\" tg-width=\"605\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3654678\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f896a6b33444499dac0f961f7d31ccb9","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","BK4581":"高盛持仓","SPXU":"三倍做空标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","DXD":"两倍做空道琼30指数ETF-ProShares","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TIPS":"Tianrong Internet Products and Services, Inc.","SDS":"两倍做空标普500 ETF-ProShares","BK4504":"桥水持仓","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","SH":"做空标普500-Proshares",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://wallstreetcn.com/articles/3654678","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220670637","content_text":"上周，美联储加息落地，美股却大幅反弹。对此，有“华尔街最悲观分析师”之称的美银策略师Michael Hartnett认为，这场反弹不过是熊市的“暂时停火”，“衰退冲击”即将开始。Hartnett解释道，历史性的逼空在很大程度上促成了市场的大范围融涨：这不过是一场“熊市停火反弹”（\"bear market ceasefire rally\" ），因为世界继续陷入滞胀的炼狱，真正的熊市要到衰退开始时才会开始，时间是2022年下半年的某个时候。Hartnett认为，2020年代利率的长期低点叠加着通胀，意味着快速且不稳定的从繁荣到萧条的经济和投资周期。以史为鉴，Hartnett复盘了上世纪七十年代大通胀时代下的资产轮动。在这个时期的初期，市场最初是看涨实物资产、大宗商品、通货膨胀保值债券(TIPS)、小盘价值股和新兴市场。然而，短短几年之后，在1973/4年的大滞胀冲击中，只有大宗商品持续坚挺。到1974年至1981年，就到了买进小盘价值股、房地产的时候，此时大宗商品依然表现不错。接下来会发生什么？这将取决于美联储是否有勇气像1981年沃尔克那样，在短期内将利率提高到20%，即使这也意味着风险资产的崩溃。对于如何对冲接下来市场可能面临的痛苦，Hartnett也给出了建议：最好的衰退对冲是押注“收益率曲线变陡”最好的滞胀对冲是押注美元贬值最好的软着陆对冲是押注非美国股票","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"IVV":0.6,"SSO":0.6,"SQQQ":0.6,"MNQmain":0.6,"SPY":0.85,"DOG":0.6,"SDS":0.6,"SDOW":0.6,"SPXU":0.6,"PSQ":0.6,"DDM":0.6,"DJX":0.6,"ZNmain":0.9,"ZFmain":0.9,"NQmain":0.6,".IXIC":0.9,"QQQ":0.6,"QLD":0.6,"OEF":0.6,"ZTmain":0.9,"ZBmain":0.9,"TQQQ":0.6,".SPX":0.6,"QID":0.6,"ESmain":0.6,"OEX":0.6,"TIPS":1,".DJI":0.9,"UPRO":0.6,"DXD":0.6,"SH":0.6,"TNmain":0.9,"UBmain":0.9,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007637947,"gmtCreate":1642864157523,"gmtModify":1676533753492,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007637947","repostId":"1114397882","repostType":4,"isVote":1,"tweetType":1,"viewCount":1563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051647233,"gmtCreate":1654692967222,"gmtModify":1676535492888,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051647233","repostId":"1161201110","repostType":4,"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925912822,"gmtCreate":1671899496266,"gmtModify":1676538608723,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925912822","repostId":"1160777906","repostType":4,"repost":{"id":"1160777906","kind":"news","weMediaInfo":{"introduction":"提供即時金融資訊、行情、數據，旨在幫助投資者理解世界，做投資決策。","home_visible":1,"media_name":"老虎資訊","id":"1059071526","head_image":"https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672011755,"share":"https://ttm.financial/m/news/1160777906?lang=en_US&edition=fundamental","pubTime":"2022-12-26 07:42","market":"hk","language":"zh","title":"Tip: The Christmas holidays are here, here's a list of trading market closing hours.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160777906","media":"老虎資訊","summary":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年","content":"<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tip: The Christmas holidays are here, here's a list of trading market closing hours.</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\">\nTip: The Christmas holidays are here, here's a list of trading market closing hours.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059071526\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎資訊 </p>\n<p class=\"h-time smaller\">2022-12-26 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Dear Investors:</b></p><p>With the Christmas holiday approaching, trading activities in markets such as the US and Hong Kong stock markets will be affected. Please pay attention to stock market closing times and plan your investment plans in advance.</p><p>Stock market trading arrangements during Christmas</p><p><b>US stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Hong Kong stocks:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p>The market will be closed on Tuesday, December 27, 2022.</p><p><b>Singapore Stock Market:</b></p><p>The market will be closed on Monday, December 26, 2022.</p><p><b>Australian Market:</b></p><p>Except for Boxing Day, the Australian market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>New Zealand market:</b></p><p>Except for Boxing Day, the New Zealand market will be closed on Monday, December 26, 2022 and Tuesday, December 27, 2022 local time.</p><p><b>Shanghai and Shenzhen stock markets:</b></p><p>The Shanghai and Shenzhen stock exchanges traded as usual.</p><p><b>Shanghai-Hong Kong Stock Connect and Shenzhen-Hong</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p><b>Hong Kong Stock Connect:</b></p><p>No service will be available on Monday, December 26, 2022.</p><p>No service will be available on Tuesday, December 27, 2022.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e029cf8d7c318d1de45f38c9aaf8eeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160777906","content_text":"尊敬的投資者：聖誕節長假期已經來到，美股、港股等市場的交易活動會受到影響。請留意股市休市時間，並提前安排好您的投資計劃。聖誕節期間股市交易安排美股：2022年12月26日（週一）休市。港股：2022年12月26日（週一）休市。2022年12月27日（週二）休市。新加坡股市：2022年12月26日（週一）休市。澳洲市場：除節禮日之外，澳洲市場將於當地時間2022年12月26日（週一）和 2022年12月27日（週二）休市。新西蘭市場：除節禮日之外，新西蘭市場將於當地時間2022年12月26日（週一）和2022年12月27日（週二）休市。滬深兩市：滬深兩市照常交易。滬股通、深股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。港股通：2022年12月26日（週一）不提供服務。2022年12月27日（週二）不提供服務。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980204755,"gmtCreate":1665729168977,"gmtModify":1676537656628,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980204755","repostId":"2275838449","repostType":4,"repost":{"id":"2275838449","kind":"highlight","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1665728466,"share":"https://ttm.financial/m/news/2275838449?lang=en_US&edition=fundamental","pubTime":"2022-10-14 14:21","market":"us","language":"zh","title":"TSMC did not bring good news.","url":"https://stock-news.laohu8.com/highlight/detail?id=2275838449","media":"半导体行业观察","summary":"高歌猛进的台积电，还是带来了一些寒意","content":"<p><html><head></head><body>In the third quarter ending in September,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Revenue grew by 35.9% to $20.25 billion, representing a year-over-year increase of 47.9% and a quarter-over-quarter increase of 14.8%. Data shows that TSMC's gross profit margin reached 60.4%, mainly due to strong exchange rates and cost improvements. The company's operating profit margin is also as high as 50.6%, which exceeds the company's expectations.</p><p><img src=\"https://static.tigerbbs.com/9886299fec16dd7f37d3e8b4b696085d\" tg-width=\"776\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although TSMC is still making great strides in terms of performance, their earnings briefing shows that TSMC has brought some chills.</p><p>I. Differences in financial data</p><p>Although TSMC is still making great strides in terms of performance, there have been some changes in its revenue data.</p><p>In terms of process contribution, as shown in the figure below,<b>TSMC's 5nm and 7nm technologies contribute 54% of the company's revenue.</b>This is enough to solidify their position as a leader in wafer foundries.</p><p><img src=\"https://static.tigerbbs.com/45a00f974b3d1d4d70ddef308cd4b39f\" tg-width=\"1000\" tg-height=\"539\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to nextplatform, TSMC is abandoning<a href=\"https://laohu8.com/S/INTC\">Intel</a>The profits of data center groups between 2010 and 2018, if building expertise in advanced chip manufacturing were not so difficult and the cost of building chip factories were so high, we would say that such profits would sow the seeds of competition. But in this case,<b>TSMC's growth and profitability over the past decade have had the opposite effect, forcing one contract manufacturer after another to close or focus on older processes.</b>。 This is TSMC.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>This is why Intel and the other three companies are committed to advanced chip manufacturing processes, which are crucial to the computing and networking engines that form the basis of data centers.</p><p>TSMC knew it needed significant funding to determine its competitive pace in chip etching and packaging, so the company's executives completely abandoned the idea of implementing share buybacks, fearing that the stock would be severely impacted by export controls on chips and chip manufacturing. Due to the sluggish performance of the gaming and cryptocurrency mining segments in its GPU business and the PC segment in its CPU business, TSMC currently has no intention of conducting share buybacks.<b>This shows that it is a rational long-term participant and does not want to be like Intel and<a href=\"https://laohu8.com/S/IBM\">IBM</a>That way, shareholders can make money quickly.</b>。 It will need every penny of its $44.3 billion cash and investment reserves.</p><p>Cash reserves are growing faster than the inflation rate of fab prices (we think), so that's good.<b>But all this hard-earned money may only be enough to build three or four new factories.</b>TSMC is currently building a new factory in Arizona, USA, and expanding one in Kumamoto, Japan, and two others in Nanjing, China.</p><p>The third quarter of 2022 was a leap forward for the semiconductor industry, with TSMC's capital expenditures increasing by 29.2% to US$8.75 billion. The company paid $4.5 billion in Dividend during the quarter and holds $26.5 billion in debt in the form of bonds.</p><p><img src=\"https://static.tigerbbs.com/ae15dff3d4f6a7fbc5dacb1ff309d23e\" tg-width=\"706\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>II. Changes in Technology Platforms</p><p>In recent quarters, TSMC's so-called HPC business, which includes CPUs, GPUs, FPGAs, and custom ASICs, has grown much faster than revenue and capital expenditures. Looking at the platform's contributions this quarter, we found<b>Smartphones have once again become TSMC's largest source of revenue.</b>This may be partly because<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The hauling of goods provided a significant boost to TSMC; On the other hand, the caution of HPC manufacturers has further contributed to the current results.</p><p><img src=\"https://static.tigerbbs.com/d8c053fda3619c9945b59175f0cc0578\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This happens when you don't indulge in tangential acquisitions and forget that you are an advanced contract manufacturer that must hedge its technology bets to deliver on its roadmap promises. While Intel screwed up its foundry roadmap, it had only one exclusive customer—Intel itself—to disappoint. If TSMC messes up, customers will start paying attention to Samsung and Intel; If they mess up, they will abandon TSMC in favor of Samsung, and perhaps abandon Intel in a few years.</p><p>TSMC has encountered difficulties at some manufacturing nodes—28nm, 10nm, and 3nm—but it appears to have mastered its 3nm process in time to offer state-of-the-art chip designs starting next year.</p><p>During a conference call with Wall Street analysts to discuss third-quarter data, TSMC CEO CC Wei said the increasing growth of 5N nanonodes used to manufacture ASICs for many smartphones, CPUs, GPUs, and switches offset a slowdown in 7N nodes used in previous generations of chips, including many PC chips that have slowed down as the client device market has slowed sharply in recent quarters. In fact, the N7 and related N6 refining processes will not see the same OEM capacity utilization rate as in the past three years, as this is an advanced stage in production, Wei Zhejia further stated.<b>This sluggish production of the N7 and N6 will continue into the first half of 2023.</b>。</p><p>“We believe that N7 and N6 demand is more of a cyclical issue than a structural one, and we expect N7 and N6 demand to rebound in the second half of 2023,” Wei Zhejia explained. “In the long term, we will continue to work closely with our customers to develop specialized and differentiated technologies, and we are confident in driving additional waves of structural demand in the coming years to fill our N7 and N6 production capacity. The 7nm series will continue to be a massive and enduring milestone for TSMC.”</p><p>When TSMC says it's durable, they're not joking. The company still manufactures chips using geometric sizes of 250 nanometers and larger, while chips using processes of 16 nanometers or larger still account for 46% of revenue. These nodes will persist, and they will become more profitable over time.</p><p><img src=\"https://static.tigerbbs.com/fbc45a59643edd70f4c2eee7099fd0c7\" tg-width=\"706\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data shows that TSMC's HPC division achieved sales of US$7.89 billion, a 43.3% increase, and its smartphone chip division achieved sales of US$8.29 billion, a 26.7% increase. As can be seen from the image above,<b>The HPC segment has been steadily rising, and we believe it will eventually permanently surpass the smartphone segment to become TSMC's largest source of revenue.</b>。 Other sectors, including the Internet of Things, automobiles, and digital consumer electronics, are mostly growing, but they pale in comparison to these two main sectors.</p><p><img src=\"https://static.tigerbbs.com/710d65d96180f928355fa42fa4302fd4\" tg-width=\"702\" tg-height=\"411\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Generally speaking, there is a correlation between wafer shipments and revenue, but they rise and fall at different rates. It can be said that TSMC's wafer shipments declined in both the second half of 2018 and the first half of 2019. So far, even with the overall semiconductor industry slowing down, TSMC is still shipping millions of 12-inch wafers—to be precise, 3.97 million in the third quarter, a 9% increase. This is slower than the growth rate of the past three quarters, but it is still growing because, frankly, TSMC is the best foundry in the world, and chip designers have no other choice. If they want to push the limits of their design and manufacturing processes, they have no choice but to go to TSMC.</p><p>Wei Zhejia said that the 3-nanometer process, which caused TSMC some headaches a year ago, is expected to achieve mass production later this year, and \"steady growth\" is expected in 2023, thanks to strong adoption in the HPC and smartphone segments.</p><p>Wei Zhejia added that due to limitations in foundry tools, demand for 3nm exceeds supply—meaning pricing could be very profitable for foundries—and that the N3 process will be “fully utilized” next year, actually exceeding the 5nm process. It began to accelerate in 2020. The more advanced N3E process will account for a \"mid-single-digit percentage\" of wafer revenue next year, and some HPC and smartphone chip designs will adopt this more advanced process. The number of tapes produced by the N3 and N3E processes was more than double that of the N5 process at the same point in their history, and demand is expected to remain strong in 2023 and 2024.</p><p>In addition, N2 2 nanonodes are under development, all of which are expected to drive TSMC's planned annual revenue growth of 15% to 20% over the next few years.</p><p>However, at the same time, TSMC is concerned about the potential for a long-term downturn in the semiconductor industry and how to avoid it.</p><p>III. The industry may be in recession; reduce capital expenditures.</p><p>“We expect the semiconductor industry to decline in 2023,” Wei Zhejia explained. “While TSMC is not immune, we believe our technological position, strong portfolio of high-performance computing products, and long-term strategic relationships with customers will make our business more resilient than the entire semiconductor industry. That’s why we say 2023 may be a year of decline for the entire industry, but it will still be a year of growth for TSMC.”</p><p>Bloomberg further points out that while executives at the world's most important chipmaker have made valiant attempts to calm global nervousness about the semiconductor industry's prospects, equipment suppliers and investors are unlikely to receive many positive signals from TSMC's third-quarter earnings report.</p><p>Its bombshell was the announcement<b>Cut this year's spending plan by 10%</b>。 Just in July, TSMC predicted it would spend $40 billion, compared to the previous forecast of $44 billion. Its current target is $36 billion.<b>This means it lost $8 billion in orders in just six months.</b>。</p><p><img src=\"https://static.tigerbbs.com/9c77297a669b169a3a9be3d403211a4a\" tg-width=\"1000\" tg-height=\"633\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Executives at major equipment suppliers ASML Holding NV, Lam Research Corp., or KLA Corp. have been unable to actively drive this trend. In fact,<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>The company pointed to these issues just 12 hours ago when it cut its fourth-quarter revenue forecast.</p><p>Despite recent attention focused on the Biden administration's tightening of restrictions on U.S. chip technology exports to China, TSMC described the impact as \"limited and manageable.\" The company confirmed that it has received a one-year authorization from the United States to continue ordering equipment for 28nm and 16nm manufacturing at its Nanjing factory, a small but important reprieve.</p><p>In fact, the problems facing TSMC and the global chip industry go far beyond the United States' attempt to contain China.</p><p>TSMC CEO CC Wei spoke frankly. He said,<b>The market is weakening due to weak demand for smartphones and personal computers, and some customers have postponed the launch of new products.</b>He did not reveal the client's name. Even TSMC will be affected, with factory utilization remaining weak for the next six to nine months. The company also pointed to the possibility of reducing spending next year.</p><p>One bright spot may have been the first decline in inventory since the Covid pandemic, but it also suggests that customers such as Nvidia Corp., Apple Inc. and Advanced Micro Devices Inc. lack the confidence to maintain high inventory in anticipation of future orders.</p><p><img src=\"https://static.tigerbbs.com/b9a642530a31a413bcfc23375260d0d9\" tg-width=\"1000\" tg-height=\"577\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Including<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>Global chipmakers, including Intel and Micron, are hinting at the industry's pain, with TSMC emerging as the last beacon of hope. Its status as the world's most advanced semiconductor company and its monopoly on high-end components used in smartphones, data centers, and high-performance computers seem to shield it from the troubles of small companies.</p><p>But even TSMC cannot compare to the Federal Reserve's monetary tightening, the ongoing conflict between Moscow and Ukraine, and the ongoing supply chain frictions that have stalled equipment deliveries.</p><p>When executives look at the company's data, explain its prospects and technology roadmap, and answer questions, the message is a calm confidence that everything will be alright—perhaps sometime next year. Others may have a different opinion. Even the king of the technological jungle finds it difficult to find comfort.</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>TSMC did not bring good news.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC did not bring good news.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time smaller\">2022-10-14 14:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In the third quarter ending in September,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Revenue grew by 35.9% to $20.25 billion, representing a year-over-year increase of 47.9% and a quarter-over-quarter increase of 14.8%. Data shows that TSMC's gross profit margin reached 60.4%, mainly due to strong exchange rates and cost improvements. The company's operating profit margin is also as high as 50.6%, which exceeds the company's expectations.</p><p><img src=\"https://static.tigerbbs.com/9886299fec16dd7f37d3e8b4b696085d\" tg-width=\"776\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Although TSMC is still making great strides in terms of performance, their earnings briefing shows that TSMC has brought some chills.</p><p>I. Differences in financial data</p><p>Although TSMC is still making great strides in terms of performance, there have been some changes in its revenue data.</p><p>In terms of process contribution, as shown in the figure below,<b>TSMC's 5nm and 7nm technologies contribute 54% of the company's revenue.</b>This is enough to solidify their position as a leader in wafer foundries.</p><p><img src=\"https://static.tigerbbs.com/45a00f974b3d1d4d70ddef308cd4b39f\" tg-width=\"1000\" tg-height=\"539\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>According to nextplatform, TSMC is abandoning<a href=\"https://laohu8.com/S/INTC\">Intel</a>The profits of data center groups between 2010 and 2018, if building expertise in advanced chip manufacturing were not so difficult and the cost of building chip factories were so high, we would say that such profits would sow the seeds of competition. But in this case,<b>TSMC's growth and profitability over the past decade have had the opposite effect, forcing one contract manufacturer after another to close or focus on older processes.</b>。 This is TSMC.<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>This is why Intel and the other three companies are committed to advanced chip manufacturing processes, which are crucial to the computing and networking engines that form the basis of data centers.</p><p>TSMC knew it needed significant funding to determine its competitive pace in chip etching and packaging, so the company's executives completely abandoned the idea of implementing share buybacks, fearing that the stock would be severely impacted by export controls on chips and chip manufacturing. Due to the sluggish performance of the gaming and cryptocurrency mining segments in its GPU business and the PC segment in its CPU business, TSMC currently has no intention of conducting share buybacks.<b>This shows that it is a rational long-term participant and does not want to be like Intel and<a href=\"https://laohu8.com/S/IBM\">IBM</a>That way, shareholders can make money quickly.</b>。 It will need every penny of its $44.3 billion cash and investment reserves.</p><p>Cash reserves are growing faster than the inflation rate of fab prices (we think), so that's good.<b>But all this hard-earned money may only be enough to build three or four new factories.</b>TSMC is currently building a new factory in Arizona, USA, and expanding one in Kumamoto, Japan, and two others in Nanjing, China.</p><p>The third quarter of 2022 was a leap forward for the semiconductor industry, with TSMC's capital expenditures increasing by 29.2% to US$8.75 billion. The company paid $4.5 billion in Dividend during the quarter and holds $26.5 billion in debt in the form of bonds.</p><p><img src=\"https://static.tigerbbs.com/ae15dff3d4f6a7fbc5dacb1ff309d23e\" tg-width=\"706\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>II. Changes in Technology Platforms</p><p>In recent quarters, TSMC's so-called HPC business, which includes CPUs, GPUs, FPGAs, and custom ASICs, has grown much faster than revenue and capital expenditures. Looking at the platform's contributions this quarter, we found<b>Smartphones have once again become TSMC's largest source of revenue.</b>This may be partly because<a href=\"https://laohu8.com/S/AAPL\">Apple</a>and<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>The hauling of goods provided a significant boost to TSMC; On the other hand, the caution of HPC manufacturers has further contributed to the current results.</p><p><img src=\"https://static.tigerbbs.com/d8c053fda3619c9945b59175f0cc0578\" tg-width=\"1000\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This happens when you don't indulge in tangential acquisitions and forget that you are an advanced contract manufacturer that must hedge its technology bets to deliver on its roadmap promises. While Intel screwed up its foundry roadmap, it had only one exclusive customer—Intel itself—to disappoint. If TSMC messes up, customers will start paying attention to Samsung and Intel; If they mess up, they will abandon TSMC in favor of Samsung, and perhaps abandon Intel in a few years.</p><p>TSMC has encountered difficulties at some manufacturing nodes—28nm, 10nm, and 3nm—but it appears to have mastered its 3nm process in time to offer state-of-the-art chip designs starting next year.</p><p>During a conference call with Wall Street analysts to discuss third-quarter data, TSMC CEO CC Wei said the increasing growth of 5N nanonodes used to manufacture ASICs for many smartphones, CPUs, GPUs, and switches offset a slowdown in 7N nodes used in previous generations of chips, including many PC chips that have slowed down as the client device market has slowed sharply in recent quarters. In fact, the N7 and related N6 refining processes will not see the same OEM capacity utilization rate as in the past three years, as this is an advanced stage in production, Wei Zhejia further stated.<b>This sluggish production of the N7 and N6 will continue into the first half of 2023.</b>。</p><p>“We believe that N7 and N6 demand is more of a cyclical issue than a structural one, and we expect N7 and N6 demand to rebound in the second half of 2023,” Wei Zhejia explained. “In the long term, we will continue to work closely with our customers to develop specialized and differentiated technologies, and we are confident in driving additional waves of structural demand in the coming years to fill our N7 and N6 production capacity. The 7nm series will continue to be a massive and enduring milestone for TSMC.”</p><p>When TSMC says it's durable, they're not joking. The company still manufactures chips using geometric sizes of 250 nanometers and larger, while chips using processes of 16 nanometers or larger still account for 46% of revenue. These nodes will persist, and they will become more profitable over time.</p><p><img src=\"https://static.tigerbbs.com/fbc45a59643edd70f4c2eee7099fd0c7\" tg-width=\"706\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data shows that TSMC's HPC division achieved sales of US$7.89 billion, a 43.3% increase, and its smartphone chip division achieved sales of US$8.29 billion, a 26.7% increase. As can be seen from the image above,<b>The HPC segment has been steadily rising, and we believe it will eventually permanently surpass the smartphone segment to become TSMC's largest source of revenue.</b>。 Other sectors, including the Internet of Things, automobiles, and digital consumer electronics, are mostly growing, but they pale in comparison to these two main sectors.</p><p><img src=\"https://static.tigerbbs.com/710d65d96180f928355fa42fa4302fd4\" tg-width=\"702\" tg-height=\"411\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Generally speaking, there is a correlation between wafer shipments and revenue, but they rise and fall at different rates. It can be said that TSMC's wafer shipments declined in both the second half of 2018 and the first half of 2019. So far, even with the overall semiconductor industry slowing down, TSMC is still shipping millions of 12-inch wafers—to be precise, 3.97 million in the third quarter, a 9% increase. This is slower than the growth rate of the past three quarters, but it is still growing because, frankly, TSMC is the best foundry in the world, and chip designers have no other choice. If they want to push the limits of their design and manufacturing processes, they have no choice but to go to TSMC.</p><p>Wei Zhejia said that the 3-nanometer process, which caused TSMC some headaches a year ago, is expected to achieve mass production later this year, and \"steady growth\" is expected in 2023, thanks to strong adoption in the HPC and smartphone segments.</p><p>Wei Zhejia added that due to limitations in foundry tools, demand for 3nm exceeds supply—meaning pricing could be very profitable for foundries—and that the N3 process will be “fully utilized” next year, actually exceeding the 5nm process. It began to accelerate in 2020. The more advanced N3E process will account for a \"mid-single-digit percentage\" of wafer revenue next year, and some HPC and smartphone chip designs will adopt this more advanced process. The number of tapes produced by the N3 and N3E processes was more than double that of the N5 process at the same point in their history, and demand is expected to remain strong in 2023 and 2024.</p><p>In addition, N2 2 nanonodes are under development, all of which are expected to drive TSMC's planned annual revenue growth of 15% to 20% over the next few years.</p><p>However, at the same time, TSMC is concerned about the potential for a long-term downturn in the semiconductor industry and how to avoid it.</p><p>III. The industry may be in recession; reduce capital expenditures.</p><p>“We expect the semiconductor industry to decline in 2023,” Wei Zhejia explained. “While TSMC is not immune, we believe our technological position, strong portfolio of high-performance computing products, and long-term strategic relationships with customers will make our business more resilient than the entire semiconductor industry. That’s why we say 2023 may be a year of decline for the entire industry, but it will still be a year of growth for TSMC.”</p><p>Bloomberg further points out that while executives at the world's most important chipmaker have made valiant attempts to calm global nervousness about the semiconductor industry's prospects, equipment suppliers and investors are unlikely to receive many positive signals from TSMC's third-quarter earnings report.</p><p>Its bombshell was the announcement<b>Cut this year's spending plan by 10%</b>。 Just in July, TSMC predicted it would spend $40 billion, compared to the previous forecast of $44 billion. Its current target is $36 billion.<b>This means it lost $8 billion in orders in just six months.</b>。</p><p><img src=\"https://static.tigerbbs.com/9c77297a669b169a3a9be3d403211a4a\" tg-width=\"1000\" tg-height=\"633\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Executives at major equipment suppliers ASML Holding NV, Lam Research Corp., or KLA Corp. have been unable to actively drive this trend. In fact,<a href=\"https://laohu8.com/S/AMAT\">Application materials</a>The company pointed to these issues just 12 hours ago when it cut its fourth-quarter revenue forecast.</p><p>Despite recent attention focused on the Biden administration's tightening of restrictions on U.S. chip technology exports to China, TSMC described the impact as \"limited and manageable.\" The company confirmed that it has received a one-year authorization from the United States to continue ordering equipment for 28nm and 16nm manufacturing at its Nanjing factory, a small but important reprieve.</p><p>In fact, the problems facing TSMC and the global chip industry go far beyond the United States' attempt to contain China.</p><p>TSMC CEO CC Wei spoke frankly. He said,<b>The market is weakening due to weak demand for smartphones and personal computers, and some customers have postponed the launch of new products.</b>He did not reveal the client's name. Even TSMC will be affected, with factory utilization remaining weak for the next six to nine months. The company also pointed to the possibility of reducing spending next year.</p><p>One bright spot may have been the first decline in inventory since the Covid pandemic, but it also suggests that customers such as Nvidia Corp., Apple Inc. and Advanced Micro Devices Inc. lack the confidence to maintain high inventory in anticipation of future orders.</p><p><img src=\"https://static.tigerbbs.com/b9a642530a31a413bcfc23375260d0d9\" tg-width=\"1000\" tg-height=\"577\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Including<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>Global chipmakers, including Intel and Micron, are hinting at the industry's pain, with TSMC emerging as the last beacon of hope. Its status as the world's most advanced semiconductor company and its monopoly on high-end components used in smartphones, data centers, and high-performance computers seem to shield it from the troubles of small companies.</p><p>But even TSMC cannot compare to the Federal Reserve's monetary tightening, the ongoing conflict between Moscow and Ukraine, and the ongoing supply chain frictions that have stalled equipment deliveries.</p><p>When executives look at the company's data, explain its prospects and technology roadmap, and answer questions, the message is a calm confidence that everything will be alright—perhaps sometime next year. Others may have a different opinion. Even the king of the technological jungle finds it difficult to find comfort.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9084879b46914a26a82473ac4aab53d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275838449","content_text":"在截至 9 月的第三季度中，台积电的收入增长了 35.9% 至 202.5 亿美元，同比增长47.9%，环比增长也高达14.8%。数据显示，台积电的毛利率高达60.4%，这主要受惠于有力的汇率和成本改善。查看公司的的营业利润率，也高达50.6%，这些数据都超过公司的预期。虽然从业绩上看，台积电还是高歌猛进，但从他们的财报说明会看来，台积电还是带来了一些寒意。一、财务数据的不同虽然从业绩上看，台积电还是高歌猛进，但从营收数据上看，台积电还是有了一些转变。从制程贡献上看，如下图所示，台积电5nm和7nm贡献了公司54%的营收，这足以稳固他们作为晶圆代工领头羊的地位。按照nextplatform所说，台积电正在抛弃英特尔数据中心集团在 2010 年至 2018 年之间的那种利润，如果在先进芯片制造方面建立专业知识不是那么难，而且建造芯片工厂的成本那么高，我们会说这样的利润会播种竞争的种子。但在这种情况下，台积电过去十年的增长和盈利能力却产生了相反的效果，迫使一个又一个代工厂倒闭或专注于旧工艺。这就是台积电、三星和英特尔这三家致力于先进芯片制造工艺的原因，这些工艺对于作为数据中心基础的计算和网络引擎至关重要。台积电知道它需要大量资金来确定其芯片蚀刻和封装的竞争步伐，因此该公司的高层完全放弃了实施股票回购的想法，因为担心芯片和芯片制造出口管制而导致股票受到重创。由于 GPU 业务中游戏和加密货币挖矿部分以及 CPU 业务中 PC 部分的萎靡不振，台积电目前无意进行股票回购，这表明它是一个理智的长期参与者，不希望像英特尔和 IBM 那样为股东快速赚钱。它将需要其 443 亿美元现金和投资储备中的每一分钱。现金储备的增长速度快于晶圆厂价格的通货膨胀率（我们认为），所以这很好。但所有这些辛苦赚来的钱可能只能建造三到四家新工厂，而台积电目前正在美国亚利桑那州建造一座新工厂，并在日本熊本扩建一座，在中国南京扩建另外两座。2022 年第三季度是半导体行业的一个跳跃时期，台积电的资本支出增长了 29.2% 至 87.5 亿美元。该公司在本季度支付了 45 亿美元的股息，并以债券形式持有 265 亿美元的债务。二、技术平台的变化最近几个季度，由于台积电所谓的 HPC 业务（包括 CPU、GPU、FPGA 和定制 ASIC）的增长，其增长速度远远快于收入和资本支出。从本季度平台贡献来看，我们发现智能手机再度成为台积电最大的营收贡献来源，这一方面可能是因为苹果和高通的拉货，给台积电带来的大力推动；另一方面，HPC厂商的谨慎，进一步成就了当前的结果。当你不沉迷于切线收购并忘记你是一家必须对冲其技术赌注以实现路线图承诺的先进代工厂时，就会发生这种情况。在英特尔搞砸其代工路线图时，它只有一个专属客户——英特尔本身——令人失望。如果台积电搞砸了，客户会开始关注三星和英特尔；如果搞砸了，他们会放弃台积电，转而选择三星，也许几年后会放弃英特尔。台积电在一些制造节点上遇到了困难——28 纳米、10 纳米和 3 纳米——但它似乎已经及时控制了其 3 纳米工艺，能够从明年开始提供最先进的芯片设计。在与华尔街分析师讨论第三季度数据的电话会议上，台积电首席执行官魏哲家（CC Wei）表示，用于制造许多智能手机、CPU、GPU 和交换机 ASIC 的 5N 纳米节点的增长越来越多，这抵消了前几代芯片上使用的 7N 节点的放缓，包括随着客户端设备市场在最近几个季度急剧放缓而出现放缓的许多 PC 芯片。事实上，N7 和相关的 N6 精制工艺将不会看到与过去三年相同的代工产能利用率，因为这是生产的先进节点，魏哲家进一步表示，N7 和 N6 的这种低迷生产将持续到 2023 年上半年。“我们认为 N7 和 N6 需求更多是周期性问题，而不是结构性问题，我们预计 N7 和 N6 需求将在 2023 年下半年回升，”魏哲家解释说。“从长远来看，我们将继续与客户密切合作，开发专业和差异化技术，并有信心在未来几年推动额外的结构性需求浪潮，以回填我们的 N7 和 N6 产能。7纳米系列将继续成为台积电的一个庞大而持久的节点。”当台积电说持久时，这不是在开玩笑。该公司仍使用 250 纳米及更大几何尺寸制造芯片，使用 16 纳米或更大工艺的芯片仍占收入的 46%。这些节点会持续存在，它们会随着时间的推移而变得更有利可图。数据显示，台积电HPC部门销售额为78.9亿美元，增长43.3%，智能手机芯片部门销售额为82.9亿美元，增长26.7%。从上图可以看出，HPC 细分市场一直在稳步上升，我们认为最终将永久超越智能手机细分市场，成为台积电的最大收入来源。其他领域，包括物联网、汽车、数字消费电子等，大部分都在增长，但与这两个主要领域相比，它们相形见绌。一般来说，晶圆出货量和收入之间存在相关性，但它们以不同的速度上升和下降。可以说，台积电在 2018 年下半年和 2019 年上半年的晶圆出货量都有所下降，到目前为止，即使在整体半导体行业放缓的情况下，台积电仍在出货数百万片12 英寸晶圆——准确地说，第三季度为 397 万，增长 9%。这比过去三个季度的增长速度要慢一些，但它仍然是增长的，因为坦率地说，台积电是世界上最好的代工厂，芯片设计人员别无选择。如果他们想突破他们的设计与制程的极限，他们只能去台积电。魏哲家说，一年前让台积电有些头疼的3纳米工艺， 有望在今年晚些时候实现量产，预计 2023 年将出现“平稳增长”，这得益于强劲的 HPC 和智能手机细分市场的采用。魏哲家补充说，由于代工厂工具的限制，3纳米的需求超过供应——这意味着定价对于代工厂来说可能是非常有利可图的——并且 N3 工艺将在明年“充分利用”，实际上将高于 5 纳米工艺。它在 2020 年开始加速。更先进的 N3E 工艺将占明年晶圆收入的“中个位数百分比”，一些 HPC 和智能手机芯片设计将采用这种更先进的工艺。N3 和 N3E 工艺的流片数量在其历史的同一时间点是 N5 工艺的两倍以上，预计 2023 年和 2024 年需求将保持强劲。此外， N2 2 纳米节点正在开发中，所有这些都有望推动台积电在未来几年内计划实现 15% 至 20% 的年收入增长。但与此同时，台积电正关注半导体可能长期低迷的情况以及如何避免这种情况。三、行业或衰退，下调资本支出“我们预计可能在 2023 年，半导体行业可能会下滑，”魏哲家解释道。“虽然台积电也不能幸免，但我们相信我们的技术地位、强大的高性能计算产品组合以及与客户的长期战略关系将使我们的业务比整个半导体行业更具弹性。这就是为什么我们说 2023 年整个行业可能会下滑，但对于台积电来说仍然是增长的一年，。”彭博社进一步指出，虽然这家全球最重要的芯片制造商的高管勇敢地尝试安抚全球对半导体行业前景的紧张情绪，但设备供应商和投资者不太可能从台积电第三季度的财报中获得太多积极信号。它的重磅炸弹是宣布将今年的支出计划削减 10%。就在 7 月，台积电还预测其将斥资 400 亿美元，而此前的预测为 440 亿美元。现在它的目标是 360 亿美元，这意味着它在短短六个月内就损失了 80 亿美元的订单。主要设备供应商 ASML Holding NV、Lam Research Corp. 或 KLA Corp. 的高管无法积极推动这一趋势。事实上，应用材料公司仅在 12 小时前在削减自己的第四季度收入预期时就指出了这些问题。尽管最近的注意力集中在拜登政府收紧对美国芯片技术出口到中国的限制上，但台积电将这种影响描述为“有限且可控的”。该公司证实，它已从美国获得为期一年的授权，可以继续在其南京工厂订购用于 28 纳米和 16 纳米制造的设备，这是一个小而重要的缓刑。事实上，台积电和全球芯片业所面临的问题，远不止美国试图遏制中国。台积电首席执行官CC Wei直言不讳。他说，由于智能手机和个人电脑的需求疲软，市场正在走软，而一些客户推迟了新产品的推出，他没有透露客户的名字。甚至台积电也将受到影响，未来六到九个月工厂利用率将保持疲软。该公司还指出了明年降低支出的可能性。一个亮点可能是自 Covid 大流行以来库存的首次下降，但这也表明 Nvidia Corp.、Apple Inc. 和 Advanced Micro Devices Inc. 等客户缺乏信心来保持高库存以期待未来的订单。包括三星电子、英特尔和美光在内的全球芯片制造商都在暗示该行业的痛苦，台积电作为最后的希望灯塔脱颖而出。它作为世界上最先进的半导体公司的地位以及对智能手机、数据中心和高性能计算机中使用的高端组件的垄断地位，似乎使其免受小公司的麻烦。但即使是台积电也无法与美联储的货币紧缩、莫斯科与乌克兰的持续冲突以及导致设备交付停滞的持续供应链摩擦相提并论。当高管们查看公司的数据、解释其前景和技术路线图并回答问题时，传递的信息是一种平静的信心，相信一切都会好起来的——也许明年的某个时候。其他人可能会有不同的看法。即使是技术丛林之王也很难找到安慰。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064793472,"gmtCreate":1652366816296,"gmtModify":1676535086316,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064793472","repostId":"1155367595","repostType":4,"repost":{"id":"1155367595","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652337006,"share":"https://ttm.financial/m/news/1155367595?lang=en_US&edition=fundamental","pubTime":"2022-05-12 14:30","market":"us","language":"zh","title":"When can I buy US stocks again? Wall Street is closely monitoring these signals.","url":"https://stock-news.laohu8.com/highlight/detail?id=1155367595","media":"Wind万得","summary":"分析师表示，美股大跌的最后阶段往往伴随抛售狂潮，而市场见底可以通过这些信号判断：ETF的资金流出情况、 VIX波动率指数、看跌看涨期权的比率、股价回调的个股数量等。分析师表示，预期周三通胀数据将带来\"","content":"<p><html><head></head><body>Analysts say that the final stage of a sharp decline in US stocks is often accompanied by a sell-off frenzy, and the market bottoming out can be judged by these signals: ETF capital outflows, the VIX volatility index, the ratio of put and call options, and the number of stocks whose stock prices have corrected. Analysts say stock and bond investors who expected Wednesday's inflation data to be a \"watershed moment\" are disappointed, as the debate over whether the market is close to bottoming out continues.</p><p>The April Consumer Price Index (CPI) release was undoubtedly highly anticipated. As the data was released, stock and bond markets saw a sell-off, posing a severe test for investors in 2022 as they worried about the Federal Reserve's ability to control inflation while avoiding negative impacts on the economy.</p><p>However, released data showed that inflation slowed in April, with the annualized growth rate falling to 8.3% from 8.5% in March, but still higher than the expected 8.1%.</p><p>More problematic for investors is the exclusion of core indices that track highly volatile food and energy prices. It showed monthly growth of 0.6%, compared to Wall Street's forecast of 0.4%. Core inflation has also slowed to 6.2% over the past year from a 40-year high of 6.5% in March.</p><p>After a round of volatile trading, U.S. stocks closed lower. The Dow Jones Industrial Average fell about 327 points, or 1%, marking its fifth consecutive day of decline. The S&P 500 index fell sharply by 1.65% on Monday, closing at a 13-month low. The Nasdaq index, which had fallen into a bear market earlier this year, plunged 3%.</p><p>Trading in Treasury Bond also fluctuated, but there were no signs of a turning point, suggesting that the sell-off that pushed US Treasury yields to a three-and-a-half-year high this month may not have come to an end.</p><p>In a report, John Higgins, chief market analyst at Capital Economics, said, \"At least so far, the latest U.S. Consumer Price Index (CPI) shows preliminary evidence that inflation has peaked and is not a watershed moment for U.S. Treasury Bond or the stock market.\"</p><p>Analysts and investors say the problem is that while inflation may have peaked, it is not slowing fast enough to make sense of what the Federal Reserve will do to control price pressures in the coming months. This month, the Federal Reserve raised its Federal Funds rate by 50 basis points, the largest increase in rate hike in more than 20 years—the Fed's usual rate hike is 25 basis points.</p><p>Federal Reserve Chairman Jerome Powell said that the next two policy meetings will consider a 50 basis point rate hike, but he poured cold water on speculation about the possibility of a 75 basis point rate hike. Now, some analysts predict that the Federal Reserve may change its stance and bring rate hike’s 75 basis point plan back into consideration.</p><p>Investors will closely monitor economic data and the Federal Reserve's policy response in the future. Analysts say that the final stage of a sharp decline in US stocks is often accompanied by a sell-off frenzy, and three signals can be used to judge whether the market has bottomed out.</p><p>First, Michael Hartnett, head of investment strategy at Bank of America, said that investors have poured $1.5 trillion into mutual funds and exchange-traded funds (ETFs) since the beginning of 2021. So far, they have only withdrawn about $35 billion. He stated that if the market bottoms out, he expects $300 billion in capital outflows.</p><p>The Chicago Board Options Exchange (CBOE) Volatility Index (VIX) tracks investor concerns based on positions in the options market. Bob Doll, chief investment officer at market research firm Crossmark Global Investments, said the volatility index recently touched 35, but not high enough to foreshadow a bottom, and he would like to see the index approach 40. \"We have evidence that the market has made some concessions, but it may not be enough to say that it has bottomed out.\"</p><p>Larry McDonald, founder of Bear Traps Report, said that with US stocks bottoming out, the number of stocks priced above their 200-day moving averages needs to shrink sharply. When this ratio falls within the 20% range, it signals a bottoming out, while the most recent figure is 28%. McDonald pointed out that the number of stocks falling on the New York Stock Exchange outnumbered the number rising (7 to 1), one of the highest ratios in the past five years, and a large number of stocks on Nasdaq recently hit new lows.</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>When can I buy US stocks again? Wall Street is closely monitoring these signals.</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\">\nWhen can I buy US stocks again? Wall Street is closely monitoring these signals.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-12 14:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Analysts say that the final stage of a sharp decline in US stocks is often accompanied by a sell-off frenzy, and the market bottoming out can be judged by these signals: ETF capital outflows, the VIX volatility index, the ratio of put and call options, and the number of stocks whose stock prices have corrected. Analysts say stock and bond investors who expected Wednesday's inflation data to be a \"watershed moment\" are disappointed, as the debate over whether the market is close to bottoming out continues.</p><p>The April Consumer Price Index (CPI) release was undoubtedly highly anticipated. As the data was released, stock and bond markets saw a sell-off, posing a severe test for investors in 2022 as they worried about the Federal Reserve's ability to control inflation while avoiding negative impacts on the economy.</p><p>However, released data showed that inflation slowed in April, with the annualized growth rate falling to 8.3% from 8.5% in March, but still higher than the expected 8.1%.</p><p>More problematic for investors is the exclusion of core indices that track highly volatile food and energy prices. It showed monthly growth of 0.6%, compared to Wall Street's forecast of 0.4%. Core inflation has also slowed to 6.2% over the past year from a 40-year high of 6.5% in March.</p><p>After a round of volatile trading, U.S. stocks closed lower. The Dow Jones Industrial Average fell about 327 points, or 1%, marking its fifth consecutive day of decline. The S&P 500 index fell sharply by 1.65% on Monday, closing at a 13-month low. The Nasdaq index, which had fallen into a bear market earlier this year, plunged 3%.</p><p>Trading in Treasury Bond also fluctuated, but there were no signs of a turning point, suggesting that the sell-off that pushed US Treasury yields to a three-and-a-half-year high this month may not have come to an end.</p><p>In a report, John Higgins, chief market analyst at Capital Economics, said, \"At least so far, the latest U.S. Consumer Price Index (CPI) shows preliminary evidence that inflation has peaked and is not a watershed moment for U.S. Treasury Bond or the stock market.\"</p><p>Analysts and investors say the problem is that while inflation may have peaked, it is not slowing fast enough to make sense of what the Federal Reserve will do to control price pressures in the coming months. This month, the Federal Reserve raised its Federal Funds rate by 50 basis points, the largest increase in rate hike in more than 20 years—the Fed's usual rate hike is 25 basis points.</p><p>Federal Reserve Chairman Jerome Powell said that the next two policy meetings will consider a 50 basis point rate hike, but he poured cold water on speculation about the possibility of a 75 basis point rate hike. Now, some analysts predict that the Federal Reserve may change its stance and bring rate hike’s 75 basis point plan back into consideration.</p><p>Investors will closely monitor economic data and the Federal Reserve's policy response in the future. Analysts say that the final stage of a sharp decline in US stocks is often accompanied by a sell-off frenzy, and three signals can be used to judge whether the market has bottomed out.</p><p>First, Michael Hartnett, head of investment strategy at Bank of America, said that investors have poured $1.5 trillion into mutual funds and exchange-traded funds (ETFs) since the beginning of 2021. So far, they have only withdrawn about $35 billion. He stated that if the market bottoms out, he expects $300 billion in capital outflows.</p><p>The Chicago Board Options Exchange (CBOE) Volatility Index (VIX) tracks investor concerns based on positions in the options market. Bob Doll, chief investment officer at market research firm Crossmark Global Investments, said the volatility index recently touched 35, but not high enough to foreshadow a bottom, and he would like to see the index approach 40. \"We have evidence that the market has made some concessions, but it may not be enough to say that it has bottomed out.\"</p><p>Larry McDonald, founder of Bear Traps Report, said that with US stocks bottoming out, the number of stocks priced above their 200-day moving averages needs to shrink sharply. When this ratio falls within the 20% range, it signals a bottoming out, while the most recent figure is 28%. McDonald pointed out that the number of stocks falling on the New York Stock Exchange outnumbered the number rising (7 to 1), one of the highest ratios in the past five years, and a large number of stocks on Nasdaq recently hit new lows.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155367595","content_text":"分析师表示，美股大跌的最后阶段往往伴随抛售狂潮，而市场见底可以通过这些信号判断：ETF的资金流出情况、 VIX波动率指数、看跌看涨期权的比率、股价回调的个股数量等。分析师表示，预期周三通胀数据将带来\"分水岭\"的股市和债市投资者感到失望，令市场是否接近触底的争论仍在继续。4月份消费者价格指数(CPI)无疑备受期待，数据出炉之际，股市和债市出现抛售，投资者在2022年面临严峻考验，因为他们担心美联储是否有能力在控制通胀的同时避免对经济造成负面影响。然而，公布的数据显示，4月通货膨胀有所放缓，年化增速从3月份的8.5%降至8.3%，但仍高于8.1%的预期。对投资者来说，更有问题的是剔除了波动较大的食品和能源价格的核心指数。它显示了0.6%的月度增长，而华尔街的预测为0.4%。过去一年的核心通胀率增幅也从3月份的40年高点6.5%放缓至6.2%。经过一轮震荡交易后，美股收盘走低。道琼斯工业指数下跌约327点，跌幅1%，为连续第五个交易日下跌。标普500指数周一大幅下跌1.65%，收于13个月低点。今年早些时候曾跌入熊市的纳斯达克指数暴跌3%。美国国债的交易也出现了波动，但同样没有出现拐点的迹象，表明本月将美债收益率推高至三年半高点的抛售行为可能还未按下休止符。Capital Economics首席市场分析师John Higgins在报告中称，“至少到目前为止，最新公布的美国消费者物价指数(CPI)显示通胀见顶的初步证据，对美国国债或股市来说还不是一个分水岭。”分析师和投资者说，问题在于，尽管通胀可能已经见顶，但其放缓速度不足以让人明白，美联储在未来几个月将采取什么措施来控制物价压力。本月，美联储将联邦基金利率上调50个基点，这是20多年来最大的加息幅度——通常美联储的加息幅度为25个基点。美联储主席鲍威尔表示，未来两次政策会议将考虑加息50个基点，但对加息75个基点可能性的猜测泼了冷水。现在，一些分析人士预计，美联储可能会改变态度，让加息75个基点的计划重新纳入考虑范围。投资者未来密切关注经济数据及美联储政策反应。分析师表示，美股大跌的最后阶段往往伴随抛售狂潮，而市场见底可以通过三个信号判断。首先，美国银行(Bank of America)投资策略主管迈克尔•哈特尼特(Michael Hartnett)表示，自2021年初以来，投资者向共同基金和交易所交易基金(ETF)投入了1.5万亿美元。到目前为止，他们只提取了大约350亿美元。他表示，如果市场要见底，他预期要出现3000亿美元的资金流出。芝加哥期权交易所(CBOE)的波动率指数(VIX指数)根据期权市场的仓位跟踪投资者的担忧情绪。市场研究公司Crossmark Global Investments首席投资长多尔(Bob Doll)说，波动率指数最近触及35，但还没有高到足以预示底部，他希望看到该指数接近40的位置。“我们有证据表明，市场出现了一些让步，但可能还不足以说它已经触底。”Bear Traps Report创始人拉里·麦克唐纳表示，美股见底，需要看到价格超过200日移动均线的股票数量急剧收缩。当这一比率落在20%的范围内，这意味着见底信号，而最近的数据是28%。麦克唐纳指出，纽交所股票下跌家数高于上涨家数(7比1)，两者比例为过去5年最高水平之一，纳斯达克的大量股票最近创下新低。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094571602,"gmtCreate":1645195488316,"gmtModify":1676534007945,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094571602","repostId":"1157712278","repostType":4,"repost":{"id":"1157712278","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645065627,"share":"https://ttm.financial/m/news/1157712278?lang=en_US&edition=fundamental","pubTime":"2022-02-17 10:40","market":"us","language":"zh","title":"Reminder: US stocks will be closed on February 21 for Washington's birthday.","url":"https://stock-news.laohu8.com/highlight/detail?id=1157712278","media":"老虎资讯综合","summary":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日","content":"<p><html><head></head><body>Monday, February 21, marks Washington's birthday in the United States, and U.S. financial markets, including the stock and bond markets, will be closed for the day. U.S. stocks resumed normal trading on Tuesday, February 22.</p><p>Hong Kong stocks, A-shares, UK stocks, Macau stocks, and Singapore stocks remained open as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birthday is commonly known as President's Day.</p><p>In 1879, a bill passed by the U.S. Congress for the first time decided to list Washington's birthday as a federal holiday. The Monday Holidays Act, which came into effect in 1968, moved Washington's birthday from February 22nd to the third Monday of February. However, including this bill, no law in the United States has yet officially changed the name of \"Washington's Birthday\" to what is now better known as \"President's Day\". The situation among the public is different; a growing number of Americans have designated the third Monday in February as \"Presidents' Day.\"</p><p>Profile of George Washington:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington's full name was George Washington (February 22, 1732 – December 14, 1799). He served as Commander-in-Chief of the Continental Army during the American Revolutionary War from 1775 to 1783. In 1789, he became the first President of the United States (and also the first head of state in the world to be titled \"President\"). In two consecutive presidential elections, he received unanimous support from the entire Electoral College and served as President of the United States until 1797.</p><p>In 1787, he presided over the U.S. Constitutional Convention, which established the basic framework for the current U.S. Constitution. During his two terms in office, he established many American policies and traditions that continue to this day. After his two terms ended, he voluntarily relinquished power and did not renew his term, establishing the tradition that the U.S. president could not serve more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Because he played the most important role in the American Revolutionary War and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him alongside Abraham Lincoln and others as one of the greatest presidents in American history.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: US stocks will be closed on February 21 for Washington's birthday.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: US stocks will be closed on February 21 for Washington's birthday.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-02-17 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Monday, February 21, marks Washington's birthday in the United States, and U.S. financial markets, including the stock and bond markets, will be closed for the day. U.S. stocks resumed normal trading on Tuesday, February 22.</p><p>Hong Kong stocks, A-shares, UK stocks, Macau stocks, and Singapore stocks remained open as usual.</p><p><b>Background Introduction:</b></p><p>Washington's birthday is commonly known as President's Day.</p><p>In 1879, a bill passed by the U.S. Congress for the first time decided to list Washington's birthday as a federal holiday. The Monday Holidays Act, which came into effect in 1968, moved Washington's birthday from February 22nd to the third Monday of February. However, including this bill, no law in the United States has yet officially changed the name of \"Washington's Birthday\" to what is now better known as \"President's Day\". The situation among the public is different; a growing number of Americans have designated the third Monday in February as \"Presidents' Day.\"</p><p>Profile of George Washington:</p><p><img src=\"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2\" tg-width=\"450\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>One of the most common portraits of George Washington</p><p>Washington's full name was George Washington (February 22, 1732 – December 14, 1799). He served as Commander-in-Chief of the Continental Army during the American Revolutionary War from 1775 to 1783. In 1789, he became the first President of the United States (and also the first head of state in the world to be titled \"President\"). In two consecutive presidential elections, he received unanimous support from the entire Electoral College and served as President of the United States until 1797.</p><p>In 1787, he presided over the U.S. Constitutional Convention, which established the basic framework for the current U.S. Constitution. During his two terms in office, he established many American policies and traditions that continue to this day. After his two terms ended, he voluntarily relinquished power and did not renew his term, establishing the tradition that the U.S. president could not serve more than two terms.</p><p>Washington then returned to civilian life and lived in seclusion at the Mount Vernon estate. Because he played the most important role in the American Revolutionary War and the founding of the nation, Washington is often referred to as the Founding Father of the United States. Most American scholars generally rank him alongside Abraham Lincoln and others as one of the greatest presidents in American history.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65cb9e79983f7b49037bed99be2c34a2","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157712278","content_text":"2月21日（周一）是美国的华盛顿诞辰纪念日，美国包括股市和债市在内的金融市场将休市一天。2月22日（周二）美股恢复正常交易。港股、A股、英股、澳股、新加坡照常开市。背景简介：华盛顿诞辰纪念日俗称总统日1879年美国国会通过的一项法案首次决定将华盛顿诞辰列为联邦节日。1968年生效的《周一节假日法》则将华盛顿诞辰纪念日从每年的2月22日移到2月的第3个周一。但是，包括这一法案在内，美国迄今没有任何法律规定将“华盛顿诞辰纪念日”这一名称正式改为现在更为人所知的“总统日”。民间情况则有所不同，越来越多的美国人已将2月的第3个周一称为“总统日”。乔治-华盛顿简介：乔治-华盛顿最为常见的画像之一华盛顿全名乔治-华盛顿（英文George Washington，1732年2月22日-1799年12月14日），1775至1783年美国独立战争时他任大陆军总司令，1789年成为美国第一任总统（同时也成为全世界首位以“总统”为称号的国家元首），在接连两次总统选举中他都获得了全体选举团无异议的一致支持，一直担任美国总统直至1797年。1787年他主持美国制宪会议，制定了现在美国宪法的基本框架。他在两届任期中设立了美国许多延续至今的政策和传统。两届任期结束后，他自愿放弃权力不再续任，确立了美国总统任期不超过两届的传统。此后华盛顿回复平民生活，隐居在弗农山庄园。由于他在美国独立战争和建国过程中扮演了最重要角色，华盛顿通常被称为美国国父。美国多数学者一般将他和亚伯拉罕-林肯等并列为美国历史上最伟大的总统之一。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}