沃伦邹菲特 personal page - To The Moon

沃伦邹菲特

沃伦邹菲特

No personal profile

20Follow

11Followers

0Topic

0Badge

沃伦邹菲特

2021-08-23

1

Sorry, the original content has been removed

沃伦邹菲特

2021-07-27

1

Antitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months

沃伦邹菲特

2021-08-30

1

XPeng P5 is scheduled to be launched on September 15, with six first models

沃伦邹菲特

2021-09-07

1

Sorry, the original content has been removed

沃伦邹菲特

2021-08-26

1

XPeng Motor Ships First P7 Smart Electric Sedan to Norway

沃伦邹菲特

2021-08-15

1

Data | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?

沃伦邹菲特

2021-08-07

1

Sorry, the original content has been removed

沃伦邹菲特

2021-07-31

1

Tianfeng Macro: How much impact will taper have this time?

沃伦邹菲特

2021-07-03

1

Dada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well

沃伦邹菲特

2021-07-02

1

Focusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation

沃伦邹菲特

2021-07-28

1

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3565347485988843","uuid":"3565347485988843","gmtCreate":1602253463164,"gmtModify":1706620738251,"name":"沃伦邹菲特","pinyin":"wlzftwolunzoufeite","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":20,"tweetSize":22,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.02%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.24","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":817514417,"gmtCreate":1630974767139,"gmtModify":1676530430729,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817514417","repostId":"2165333903","repostType":4,"isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811855977,"gmtCreate":1630312033999,"gmtModify":1676530264719,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811855977","repostId":"2163200161","repostType":2,"repost":{"id":"2163200161","kind":"news","pubTimestamp":1630300294,"share":"https://ttm.financial/m/news/2163200161?lang=en_US&edition=fundamental","pubTime":"2021-08-30 13:11","market":"us","language":"zh","title":"XPeng P5 is scheduled to be launched on September 15, with six first models","url":"https://stock-news.laohu8.com/highlight/detail?id=2163200161","media":"广州日报","summary":"小鹏P5，为小鹏汽车旗下第三款车型，定位低于P7，补贴后预售价为16万-23万元。小鹏汽车宣布，该车将于9月15日正式上市销售，并于今年10月底开启交付。小鹏汽车方面同时表示，现在仍可以通过相关渠道进行下订。目前，小鹏P5备受关注的亮点有两方面。一是双激光雷达，小鹏汽车方面认为，这是首款搭载激光雷达的量产智能汽车。由于是进入全新的细分市场，小鹏P5到来，会推升小鹏汽车销量达到一个新的高度。","content":"<p><html><body><article>XPeng P5, for<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Its third model is positioned lower than the P7, and the pre-sale price after subsidies is 160,000-230,000 yuan. Recently, the launch time of the car has been clear. XPeng Motors announced that the car will be officially launched for sale on September 15, and delivery will begin at the end of October this year. The car is launched in six models: 460G, 460E, 550G, 550E, 550P and 600P. Previously, the car had started pre-sale, and within 7 hours, orders exceeded 5,000 units, of which dual lidar configurations accounted for more than 70%.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13933718392/0\"/>XPeng Motors also said that orders can still be placed through relevant channels. Users who pay an intention deposit of 5,000 yuan can enjoy rights and interests such as doubling the intention deposit, worry-free electricity gift package for life, pre-locking of the listing gift package, priority right to pick up the car, and exclusive 10,000 yuan.</p><p>At present, there are two highlights of XPeng P5 that have attracted much attention. The first is dual lidar. XPeng Motors believes that this is the first mass-produced product equipped with lidar<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The second is the ever-changing space. The seats in the car can be folded down and moved forward and backward. Coupled with the flat chassis of pure electric vehicles, a flat and spacious interior space can be obtained.</p><p>As it enters a brand-new market segment, the arrival of XPeng P5 will push XPeng's automobile sales to a new height. Data show that from January to July 2021, XPeng Automobile has delivered a total of 38,778 units, which is 1.4 times the delivery volume last year. The total delivery volume in July exceeded 8,000 units for the first time, reaching 8,040 units, a month-on-month surge of 22% from June, significantly breaking the historical monthly delivery record just broken in June.</p><p>The product quality of XPeng vehicles has also been recognized by third-party organizations. Not long ago, in C-NCAP Collision, i-VISTA Intelligence, J.D. The XPeng P7, which won the first place in three authoritative certifications of Power Charm Index, also ushered in the 50,000 th vehicle rolling off the assembly line at the Zhaoqing factory. From 0 to 50,000, XPeng P7 has only gone through more than 400 days. Recently, the XPeng P7 was exported to Norway again after the G3, becoming the first Chinese brand smart electric coupe sold to Europe.</p><p>Text, Photo/Guangzhou Daily New Flower City Reporter: Zhou Weili</p><p>Guangzhou Daily New Flower City Editor: Li Guangman</p><p></article></body></html></p>","source":"tencent","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>XPeng P5 is scheduled to be launched on September 15, with six first models</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\">\nXPeng P5 is scheduled to be launched on September 15, with six first models\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">广州日报</strong><span class=\"h-time small\">2021-08-30 13:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>XPeng P5, for<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Its third model is positioned lower than the P7, and the pre-sale price after subsidies is 160,000-230,000 yuan. Recently, the launch time of the car has been clear. XPeng Motors announced that the car will be officially launched for sale on September 15, and delivery will begin at the end of October this year. The car is launched in six models: 460G, 460E, 550G, 550E, 550P and 600P. Previously, the car had started pre-sale, and within 7 hours, orders exceeded 5,000 units, of which dual lidar configurations accounted for more than 70%.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13933718392/0\"/>XPeng Motors also said that orders can still be placed through relevant channels. Users who pay an intention deposit of 5,000 yuan can enjoy rights and interests such as doubling the intention deposit, worry-free electricity gift package for life, pre-locking of the listing gift package, priority right to pick up the car, and exclusive 10,000 yuan.</p><p>At present, there are two highlights of XPeng P5 that have attracted much attention. The first is dual lidar. XPeng Motors believes that this is the first mass-produced product equipped with lidar<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The second is the ever-changing space. The seats in the car can be folded down and moved forward and backward. Coupled with the flat chassis of pure electric vehicles, a flat and spacious interior space can be obtained.</p><p>As it enters a brand-new market segment, the arrival of XPeng P5 will push XPeng's automobile sales to a new height. Data show that from January to July 2021, XPeng Automobile has delivered a total of 38,778 units, which is 1.4 times the delivery volume last year. The total delivery volume in July exceeded 8,000 units for the first time, reaching 8,040 units, a month-on-month surge of 22% from June, significantly breaking the historical monthly delivery record just broken in June.</p><p>The product quality of XPeng vehicles has also been recognized by third-party organizations. Not long ago, in C-NCAP Collision, i-VISTA Intelligence, J.D. The XPeng P7, which won the first place in three authoritative certifications of Power Charm Index, also ushered in the 50,000 th vehicle rolling off the assembly line at the Zhaoqing factory. From 0 to 50,000, XPeng P7 has only gone through more than 400 days. Recently, the XPeng P7 was exported to Norway again after the G3, becoming the first Chinese brand smart electric coupe sold to Europe.</p><p>Text, Photo/Guangzhou Daily New Flower City Reporter: Zhou Weili</p><p>Guangzhou Daily New Flower City Editor: Li Guangman</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301317447c358b2c&s=b\">广州日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301317447c358b2c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163200161","content_text":"小鹏P5，为小鹏汽车旗下第三款车型，定位低于P7，补贴后预售价为16万-23万元。近日，该车上市时间明确。小鹏汽车宣布，该车将于9月15日正式上市销售，并于今年10月底开启交付。该车推出460G、460E、550G、550E、550P、600P六款车型。此前，该车已开启预售，7小时内，订单即破5000台，其中双激光雷达配置的占比超过70%。小鹏汽车方面同时表示，现在仍可以通过相关渠道进行下订。用户缴交5000元意向金，可享意向金翻倍、终身用电无忧礼包、上市礼包预先锁定、优先提车权、万元专属等权益。目前，小鹏P5备受关注的亮点有两方面。一是双激光雷达，小鹏汽车方面认为，这是首款搭载激光雷达的量产智能汽车。二是百变空间，车内座椅可以翻折放倒、前后移动，再加上纯电动车平整的底盘，可以得到一个平整宽敞的车内空间。由于是进入全新的细分市场，小鹏P5到来，会推升小鹏汽车销量达到一个新的高度。数据显示，2021年1-7月，小鹏汽车已累计交付38,778台，是去年全年交付量的1.4倍。7月总交付量首次突破八千，达到8,040台，较六月环比激增22%，大幅刷新了6月刚刚打破的历史月交付纪录。小鹏汽车的产品品质还得到第三方机构的认可。在不久之前，在C-NCAP碰撞、i-VISTA智能、J.D.Power魅力指数三个权威认证上获得第一的小鹏P7，也在肇庆工厂迎来了第50000辆车的下线。从0到50000，小鹏P7仅仅走过了400多天。近日，小鹏P7也继G3之后再度出口挪威，成为首款销往欧洲的中国品牌智能电动轿跑。文、图/广州日报·新花城记者：周伟力广州日报·新花城编辑：李光曼","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810901471,"gmtCreate":1629937411693,"gmtModify":1676530176163,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810901471","repostId":"2162185068","repostType":2,"repost":{"id":"2162185068","kind":"news","pubTimestamp":1629882600,"share":"https://ttm.financial/m/news/2162185068?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:10","market":"us","language":"zh","title":"XPeng Motor Ships First P7 Smart Electric Sedan to Norway","url":"https://stock-news.laohu8.com/highlight/detail?id=2162185068","media":"界面新闻","summary":"小鹏汽车将首批P7智能电动轿车运往挪威。（文章来源：界面新闻）","content":"<p><div>XPeng Motor is shipping first batch of P7 smart electric sedans to Norway. (Source of article: Interface News)</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">Web link</a></div></p>","source":"tencent","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>XPeng Motor Ships First P7 Smart Electric Sedan to Norway</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\">\nXPeng Motor Ships First P7 Smart Electric Sedan to Norway\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-08-25 17:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>XPeng Motor is shipping first batch of P7 smart electric sedans to Norway. (Source of article: Interface News)</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a641899d158b6ab663d7d69913893106","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162185068","content_text":"小鹏汽车将首批P7智能电动轿车运往挪威。（文章来源：界面新闻）","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832731894,"gmtCreate":1629677710318,"gmtModify":1676530091669,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/832731894","repostId":"2161740649","repostType":4,"isVote":1,"tweetType":1,"viewCount":3043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830188390,"gmtCreate":1629029419910,"gmtModify":1676529913334,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830188390","repostId":"2159108232","repostType":2,"repost":{"id":"2159108232","kind":"news","pubTimestamp":1629022437,"share":"https://ttm.financial/m/news/2159108232?lang=en_US&edition=fundamental","pubTime":"2021-08-15 18:13","market":"us","language":"zh","title":"Data | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?","url":"https://stock-news.laohu8.com/highlight/detail?id=2159108232","media":"界面新闻","summary":"据界面数据不完全统计，自2018年6月首款车量产交付至今，蔚来汽车引发的交通事故至少达到13起。","content":"<p><div>According to incomplete statistics from interface data, since the mass production and delivery of the first car in June 2018, there have been at least 13 traffic accidents caused by Nio vehicles.</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">Web link</a></div></p>","source":"tencent","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>Data | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?</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\">\nData | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-08-15 18:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>According to incomplete statistics from interface data, since the mass production and delivery of the first car in June 2018, there have been at least 13 traffic accidents caused by Nio vehicles.</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159108232","content_text":"据界面数据不完全统计，自2018年6月首款车量产交付至今，蔚来汽车引发的交通事故至少达到13起。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891928340,"gmtCreate":1628320379580,"gmtModify":1703505061527,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891928340","repostId":"2157919494","repostType":2,"isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802045785,"gmtCreate":1627702172047,"gmtModify":1703494969692,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802045785","repostId":"1168100836","repostType":4,"repost":{"id":"1168100836","kind":"news","pubTimestamp":1627701075,"share":"https://ttm.financial/m/news/1168100836?lang=en_US&edition=fundamental","pubTime":"2021-07-31 11:11","market":"us","language":"zh","title":"Tianfeng Macro: How much impact will taper have this time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168100836","media":"天风宏观","summary":"上一次美联储缩减QE发生在2013年。\n当年5月，伯南克在国会听证会上表示联储可能即将开始缩减QE，但直到当年12月的议息会议才正式决定开启缩减。之后美联储的资产购买规模逐步下降，到2014年10月正","content":"<p><b>The last time the Fed tapered QE occurred in 2013.</b></p><p>In May of that year, Bernanke said at a congressional hearing that the Fed might soon begin to reduce QE, but it was not until the interest rate meeting in December of that year that it officially decided to start the reduction. After that, the Federal Reserve's asset purchases gradually declined, and it officially withdrew from QE in October 2014. After that, the size of the Fed's balance sheet remained basically unchanged until the shrinking balance sheet started in October 2017.</p><p><table><tbody><tr><td>Figure 1: Changes in the Fed's balance sheet</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/89f3f52b0f6d01cd4220bab5ed1b041b\" tg-width=\"812\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>When Bernanke first communicated with QE taper in May 2013, there was a \"taper tantrum\" in the market.</b></p><p>The reason is that the market misjudged the Fed's monetary policy attitude, thinking that the Fed would start taper in September of that year and soon rate hike. As a result, the 2-year and 10-year US Treasury yields rebounded sharply, rising by 30bp and 130bp respectively in four months, during which interest rates fell twice due to lower-than-expected employment data. After the economic data stabilized and rebounded in December of that year, the Federal Reserve officially launched the QE taper. Short-term and long-term interest rates rose again before the taper landed, and then long-term interest rates continued to decline despite the fall in the economy and inflation.</p><p><table><tbody><tr><td>Figure 2: U.S. Treasury 10-year yield (%) vs U.S. Treasury 2-year yield (%)</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/6fe391cb53eee3b96318568155a5e8ea\" tg-width=\"815\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: WIND, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The taper tantrum in 2013 caused significant fluctuations in global asset prices.</b></p><p>U.S. stocks were once in a pullback/retracement, but thanks to the economic recovery, they returned to the upward trend. Emerging markets, which rely heavily on overseas capital, suffered capital withdrawal. Emerging market equity assets fell by more than 10% within a month after the taper talk, and emerging market currencies depreciated by 4.9% relative to the US dollar. Comex copper fell 6.7% and gold 14.5% in a month after interest rates rebounded, but oil rose 5% amid tight supply and demand.</p><p><table><tbody><tr><td>Figure 3: MSCI EM Index and S&P 500 Index</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/246f9e8db7d509a84d662d99c55788eb\" tg-width=\"816\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Will this QE taper reproduce the taper tantrum of 2013?</b></p><p><b>We don't think the impact should be too great, not only weaker than the \"taper tantrum\" of 13 years, but possibly weaker than the \"austerity worries\" of February this year.</b></p><p><b>The market has sufficient expectations for this taper.</b></p><p>Expectations have been fermenting since the minutes of the Federal Reserve meeting at the beginning of the year (January 25) mentioned \"taper\" in bond purchases. According to a Bloomberg survey, 78% of the economists surveyed expect the Federal Reserve to officially announce the implementation of taper before the end of this year, and 33% of them expect to officially announce it at the end of September. It can be seen that the market has full expectations for taper.</p><p>This time, the Federal Reserve learned from past experience and made it clear that it would give tips in advance before officially announcing policy changes, giving the market time to digest expectations. Therefore, even if the Federal Reserve begins to communicate and withdraw from QE, the market will not panic like it did in 2013 because of misjudging rate hike.</p><p>Referring to the experience of 2013, the Federal Reserve may release a signal to reduce QE when employment returns to around 75%. At the same time, considering that St. Louis Fed President James Bullard believes that a 75% vaccination rate is a necessary condition for tapering the bond purchase plan, the Fed may as early as August this year. The Jackson Hole meeting or the September interest rate meeting gave a view on tapering the QE plan<b>Hint</b>, and start to reduce QE as soon as the fourth quarter of this year.</p><p><table><tbody><tr><td>Figure 4: Economists' forecasts for the timing of the tapering plan mostly fall before the end of the year</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/978622327c5f1b8291a0f318aa2c42f8\" tg-width=\"791\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>As early as February this year, the market had rehearsed the adjustment brought about by monetary tightening worries in advance.</b></p><p>Affected by rising inflation expectations, interest rates rose from 1.08% to 1.74%, with an adjustment of 66bp as investors worried that the Federal Reserve might underestimate inflation and tighten currency ahead of schedule.</p><p>At that time, the adjustment of nominal interest rates also superimposed the rising effect of inflation expectations. The rise in commodity prices (mainly oil and copper) caused the 10-year breakeven inflation expectation to rise by 47bp from 2.09%.</p><p>However, after May, inflation expectations have fallen ahead of commodity prices, so even if the subsequent US Treasury yields rises again,<b>The rebound may also be smaller than in February this year</b>。</p><p><table><tbody><tr><td>Figure 5: US Treasury yields rose rapidly in February this year amid the combination of tightening concerns and inflation expectations</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/af4c49cf45a045194fdab73cafc63018\" tg-width=\"823\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Taper's impact on U.S. debt will be reacted in advance after the Fed releases a signal.</b></p><p>Referring to the situation in 2013, taper can be divided into three steps: releasing the signal, officially starting, and ending the reduction (QE exit). After the Federal Reserve releases the signal, it may be superimposed on the increase of the U.S. debt ceiling, and interest rates will rebound at one time. But before and after the official opening, interest rates will fall again as fundamentals weaken. Therefore, taper is only the second-order inflection point of liquidity, not the influence of trend. Interest rate pressure outside Taper comes from fiscal policy, such as the rising demand for bond issuance in the third quarter and the passage of a reduced version of the bipartisan infrastructure agreement.</p><p><b>Taper affects the risk sentiment of U.S. stocks in the short term, but the biggest impact on U.S. stocks is profit changes.</b></p><p>Earnings forecasts for U.S. stocks in the first half of the year have been continuously raised, and EPS for the second quarter from March to May has been revised up by 5.8%. In the second half of the year, there is still room for recovery in the profits of upstream energy, transportation, commercial services and other sectors affected by the epidemic. Industries such as information technology and medical care have sufficient cash in hand, and repurchases are expected to increase, maintaining a moderate rise in EPS. on account of<b>There is little upward pressure on U.S. bonds, and the performance of listed companies is still being realized. We believe that U.S. stocks will remain high and volatile in the short term.</b></p><p><table><tbody><tr><td>Figure 6: EPS upward revision since 2016</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/3dff15e9fa74467e860335ca0727ee2f\" tg-width=\"425\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: factset, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The medium-term risk for U.S. stocks comes from the fact that the fastest recovery in previous history may evolve into the fastest recovery in history</b>, the \"withdrawal reaction\" after the expiration of fiscal stimulus has a negative impact on optimistic earnings expectations. (See \"The Fastest Recovery in History, and Possibly the Fastest Recovery to End\" for details)</p><p>From the release of Taper expectations to the official opening, emerging markets and commodities will still face certain impacts; Later, considering that global demand peaked and fell,<b>Commodity prices have corrected, inflation expectations continue to fall, growth stocks are expected to obtain excess returns, and gold continues to fluctuate</b>。</p><p><table><tbody><tr><td>Figure 7: From 2013 to 2014, the cumulative yield of GEM, CSI 300, Nasdaq, and Dow Jones</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/5996fae5597bb6b5d60cbee85e46f418\" tg-width=\"836\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research</p><p></td></tr></tbody></table><img src=\"https://static.tigerbbs.com/b95b69c3867aa3469a9cc950d027049d\" tg-width=\"626\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><img src=\"https://static.tigerbbs.com/78a1a412540a2fcf75ff95ca71fb7699\" tg-width=\"730\" tg-height=\"30\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1582244978285","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>Tianfeng Macro: How much impact will taper have this time?</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\">\nTianfeng Macro: How much impact will taper have this time?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">天风宏观</strong><span class=\"h-time small\">2021-07-31 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The last time the Fed tapered QE occurred in 2013.</b></p><p>In May of that year, Bernanke said at a congressional hearing that the Fed might soon begin to reduce QE, but it was not until the interest rate meeting in December of that year that it officially decided to start the reduction. After that, the Federal Reserve's asset purchases gradually declined, and it officially withdrew from QE in October 2014. After that, the size of the Fed's balance sheet remained basically unchanged until the shrinking balance sheet started in October 2017.</p><p><table><tbody><tr><td>Figure 1: Changes in the Fed's balance sheet</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/89f3f52b0f6d01cd4220bab5ed1b041b\" tg-width=\"812\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>When Bernanke first communicated with QE taper in May 2013, there was a \"taper tantrum\" in the market.</b></p><p>The reason is that the market misjudged the Fed's monetary policy attitude, thinking that the Fed would start taper in September of that year and soon rate hike. As a result, the 2-year and 10-year US Treasury yields rebounded sharply, rising by 30bp and 130bp respectively in four months, during which interest rates fell twice due to lower-than-expected employment data. After the economic data stabilized and rebounded in December of that year, the Federal Reserve officially launched the QE taper. Short-term and long-term interest rates rose again before the taper landed, and then long-term interest rates continued to decline despite the fall in the economy and inflation.</p><p><table><tbody><tr><td>Figure 2: U.S. Treasury 10-year yield (%) vs U.S. Treasury 2-year yield (%)</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/6fe391cb53eee3b96318568155a5e8ea\" tg-width=\"815\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: WIND, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The taper tantrum in 2013 caused significant fluctuations in global asset prices.</b></p><p>U.S. stocks were once in a pullback/retracement, but thanks to the economic recovery, they returned to the upward trend. Emerging markets, which rely heavily on overseas capital, suffered capital withdrawal. Emerging market equity assets fell by more than 10% within a month after the taper talk, and emerging market currencies depreciated by 4.9% relative to the US dollar. Comex copper fell 6.7% and gold 14.5% in a month after interest rates rebounded, but oil rose 5% amid tight supply and demand.</p><p><table><tbody><tr><td>Figure 3: MSCI EM Index and S&P 500 Index</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/246f9e8db7d509a84d662d99c55788eb\" tg-width=\"816\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Will this QE taper reproduce the taper tantrum of 2013?</b></p><p><b>We don't think the impact should be too great, not only weaker than the \"taper tantrum\" of 13 years, but possibly weaker than the \"austerity worries\" of February this year.</b></p><p><b>The market has sufficient expectations for this taper.</b></p><p>Expectations have been fermenting since the minutes of the Federal Reserve meeting at the beginning of the year (January 25) mentioned \"taper\" in bond purchases. According to a Bloomberg survey, 78% of the economists surveyed expect the Federal Reserve to officially announce the implementation of taper before the end of this year, and 33% of them expect to officially announce it at the end of September. It can be seen that the market has full expectations for taper.</p><p>This time, the Federal Reserve learned from past experience and made it clear that it would give tips in advance before officially announcing policy changes, giving the market time to digest expectations. Therefore, even if the Federal Reserve begins to communicate and withdraw from QE, the market will not panic like it did in 2013 because of misjudging rate hike.</p><p>Referring to the experience of 2013, the Federal Reserve may release a signal to reduce QE when employment returns to around 75%. At the same time, considering that St. Louis Fed President James Bullard believes that a 75% vaccination rate is a necessary condition for tapering the bond purchase plan, the Fed may as early as August this year. The Jackson Hole meeting or the September interest rate meeting gave a view on tapering the QE plan<b>Hint</b>, and start to reduce QE as soon as the fourth quarter of this year.</p><p><table><tbody><tr><td>Figure 4: Economists' forecasts for the timing of the tapering plan mostly fall before the end of the year</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/978622327c5f1b8291a0f318aa2c42f8\" tg-width=\"791\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>As early as February this year, the market had rehearsed the adjustment brought about by monetary tightening worries in advance.</b></p><p>Affected by rising inflation expectations, interest rates rose from 1.08% to 1.74%, with an adjustment of 66bp as investors worried that the Federal Reserve might underestimate inflation and tighten currency ahead of schedule.</p><p>At that time, the adjustment of nominal interest rates also superimposed the rising effect of inflation expectations. The rise in commodity prices (mainly oil and copper) caused the 10-year breakeven inflation expectation to rise by 47bp from 2.09%.</p><p>However, after May, inflation expectations have fallen ahead of commodity prices, so even if the subsequent US Treasury yields rises again,<b>The rebound may also be smaller than in February this year</b>。</p><p><table><tbody><tr><td>Figure 5: US Treasury yields rose rapidly in February this year amid the combination of tightening concerns and inflation expectations</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/af4c49cf45a045194fdab73cafc63018\" tg-width=\"823\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Taper's impact on U.S. debt will be reacted in advance after the Fed releases a signal.</b></p><p>Referring to the situation in 2013, taper can be divided into three steps: releasing the signal, officially starting, and ending the reduction (QE exit). After the Federal Reserve releases the signal, it may be superimposed on the increase of the U.S. debt ceiling, and interest rates will rebound at one time. But before and after the official opening, interest rates will fall again as fundamentals weaken. Therefore, taper is only the second-order inflection point of liquidity, not the influence of trend. Interest rate pressure outside Taper comes from fiscal policy, such as the rising demand for bond issuance in the third quarter and the passage of a reduced version of the bipartisan infrastructure agreement.</p><p><b>Taper affects the risk sentiment of U.S. stocks in the short term, but the biggest impact on U.S. stocks is profit changes.</b></p><p>Earnings forecasts for U.S. stocks in the first half of the year have been continuously raised, and EPS for the second quarter from March to May has been revised up by 5.8%. In the second half of the year, there is still room for recovery in the profits of upstream energy, transportation, commercial services and other sectors affected by the epidemic. Industries such as information technology and medical care have sufficient cash in hand, and repurchases are expected to increase, maintaining a moderate rise in EPS. on account of<b>There is little upward pressure on U.S. bonds, and the performance of listed companies is still being realized. We believe that U.S. stocks will remain high and volatile in the short term.</b></p><p><table><tbody><tr><td>Figure 6: EPS upward revision since 2016</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/3dff15e9fa74467e860335ca0727ee2f\" tg-width=\"425\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: factset, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The medium-term risk for U.S. stocks comes from the fact that the fastest recovery in previous history may evolve into the fastest recovery in history</b>, the \"withdrawal reaction\" after the expiration of fiscal stimulus has a negative impact on optimistic earnings expectations. (See \"The Fastest Recovery in History, and Possibly the Fastest Recovery to End\" for details)</p><p>From the release of Taper expectations to the official opening, emerging markets and commodities will still face certain impacts; Later, considering that global demand peaked and fell,<b>Commodity prices have corrected, inflation expectations continue to fall, growth stocks are expected to obtain excess returns, and gold continues to fluctuate</b>。</p><p><table><tbody><tr><td>Figure 7: From 2013 to 2014, the cumulative yield of GEM, CSI 300, Nasdaq, and Dow Jones</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/5996fae5597bb6b5d60cbee85e46f418\" tg-width=\"836\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research</p><p></td></tr></tbody></table><img src=\"https://static.tigerbbs.com/b95b69c3867aa3469a9cc950d027049d\" tg-width=\"626\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><img src=\"https://static.tigerbbs.com/78a1a412540a2fcf75ff95ca71fb7699\" tg-width=\"730\" tg-height=\"30\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/W0pf7rmNYqd2xmxtoEWQ6w\">天风宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/W0pf7rmNYqd2xmxtoEWQ6w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168100836","content_text":"上一次美联储缩减QE发生在2013年。\n当年5月，伯南克在国会听证会上表示联储可能即将开始缩减QE，但直到当年12月的议息会议才正式决定开启缩减。之后美联储的资产购买规模逐步下降，到2014年10月正式退出了QE。再之后联储资产负债表规模基本维持不变，直至2017年10月开启了缩表。\n\n\n\n图1：美联储资产负债表变化\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n2013年5月伯南克第一次沟通QE taper时，市场曾出现了“缩减恐慌”（taper tantrum）。\n原因是市场误判了联储的货币政策态度，以为联储将在当年9月开启taper并很快加息。结果是2年期和10年期美债利率大幅反弹，4个月内分别上行了30bp和130bp，其间由于就业数据低于预期，利率曾两度回落。当年12月经济数据企稳回升后，美联储才正式开启了QE taper，短端和长端利率在taper落地前再度回升，随后长端利率在经济、通胀回落的情况下持续下行。\n\n\n\n图2：美债10年期收益率（%） vs 美债2年期收益率（%）\n\n\n\n\n\n资料来源：WIND，天风证券研究所\n\n\n\n2013年的taper tantrum曾造成全球资产价格大幅波动。\n美股一度回撤，但得益于经济回升，重回上行趋势。严重依赖海外资本的新兴市场遭遇资金撤出，新兴市场权益资产在taper talk后的一个月内跌超10%，新兴市场货币相对美元贬值4.9%。利率反弹后，Comex铜价在一个月内下跌6.7%，金价下跌14.5%，但油价在供需紧张的情况下上涨5%。\n\n\n\n图3：MSCI EM指数及标普500指数\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n这次QE taper会重现2013年的缩减恐慌吗？\n我们认为影响应该不会太大，不仅比13年的“缩减恐慌”要弱，可能也比今年2月的“紧缩担忧”要弱。\n市场对这次taper预期较为充分。\n从年初（1月25日）美联储会议纪要中提到“逐渐减少债券购买”（taper）开始，预期就一直在发酵。根据彭博调查，78%的受访经济学家预期联储将会在今年底之前正式宣布实施taper，其中33%预期9月底就会正式宣布，可以看到市场对taper已有较为充分预期。\n这一次美联储吸取以往经验，明确表示在正式宣布政策变化前将提前给出提示，给市场消化预期的时间。因此即便美联储开始沟通退出QE，市场也不会像2013年因为误判加息而带来恐慌。\n参照2013年的经验，美联储可能在就业恢复到75%附近时释放缩减QE信号，同时考虑圣路易斯联储主席James Bullard认为75%疫苗接种率是缩减购债计划的必要条件，美联储最早可能在今年8月的Jackson Hole会议或者9月的议息会议上就缩减QE计划给出暗示，并最快在今年4季度开始缩减QE。\n\n\n\n图4：经济学家对缩减计划的时间预测大部分落在今年底之前\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n早在今年2月，市场已经提前预演过由货币紧缩担忧带来的调整。\n受到通胀预期抬升，当时由于投资者担忧美联储可能低估通胀而提前收紧货币，利率从1.08%最高上行至1.74%，调整幅度达到66bp。\n当时名义利率的调整还叠加了通胀预期的抬升作用，大宗商品价格上涨（主要是油和铜）导致10年期盈亏平衡通胀预期从2.09%上行了47bp。\n但是5月后通胀预期已经提前于大宗商品价格拐头回落，因此后续美债利率即使再次上行，反弹幅度可能也小于今年2月。\n\n\n\n图5：今年2月美债利率在紧缩担忧和通胀预期的叠加下快速上升\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\nTaper对美债的影响会在联储释放信号后提前反应。\n参考2013年的情况，taper可分成三步：释放信号，正式开启，缩减结束（QE退出）。美联储释放信号后，同时可能叠加美国债务上限提高，利率会出现一次性反弹。但在正式开启前后，利率将会随着基本面转弱而再次回落。因此taper只是流动性的二阶导拐点，不是趋势性的影响。Taper以外的利率压力来自于财政政策，比如三季度发债需求上升和缩减版的两党基建协议通过。\nTaper短期影响美股的风险情绪，但对美股影响最大的还是盈利变化。\n上半年美股盈利预期不断上调，3月-5月2季度EPS上修5.8%。下半年 上游能源、交运、商业服务等受疫情影响的板块盈利仍有修复空间，信息科技、医疗等行业在手现金充足，回购力度有望加大，维持EPS温和上涨。由于美债上行压力不大，上市公司业绩还在兑现，我们认为美股短期仍将维持高位震荡。\n\n\n\n图6：2016年以来EPS上修幅度\n\n\n\n\n\n资料来源：factset，天风证券研究所\n\n\n\n美股的中期风险来自于前期历史最快的复苏可能演变成历史最快结束的复苏，财政刺激到期后的“戒断反应”对乐观的盈利预期产生负面冲击。（详见《历史最快的复苏，可能也是最快结束的复苏》）\nTaper从释放预期到正式开启之前，新兴市场和大宗商品仍将面临一定冲击；之后考虑到全球需求见顶回落，大宗商品价格有所回调，通胀预期持续回落，成长股有望获得超额收益，黄金则延续震荡。\n\n\n\n图7：2013年-2014年，创业板、沪深300、纳斯达克、道琼斯累计收益率\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究\n\n\n\n\n风险提示","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803533194,"gmtCreate":1627446723818,"gmtModify":1703490145674,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803533194","repostId":"2153193628","repostType":2,"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809950716,"gmtCreate":1627345116035,"gmtModify":1703487931909,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809950716","repostId":"2154684559","repostType":4,"repost":{"id":"2154684559","kind":"news","pubTimestamp":1627345000,"share":"https://ttm.financial/m/news/2154684559?lang=en_US&edition=fundamental","pubTime":"2021-07-27 08:16","market":"hk","language":"zh","title":"Antitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months","url":"https://stock-news.laohu8.com/highlight/detail?id=2154684559","media":"新浪科技","summary":"法国对谷歌开出2.2亿欧元罚单新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。","content":"<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France fines Google 220 million euros</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it was reported that the European Commission and EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three of Google's services had been fined by the European Union for monopoly, with fines amounting to billions of dollars. The latest dissatisfaction focuses on the prices of Google Flights and Google Hotels.</p><p>Today, the European Commission and EU consumer authorities said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>Didier Reynders, EU Justice Commissioner, said: \"When using search engines to plan holidays, EU consumers cannot be misled. We need to empower consumers to make choices based on transparent and fair information.\"</p><p>The aforementioned agencies also asked Google to amend the standard terms of Google Store, the Google App Store, because some cases have shown that traders have more rights than consumers. If Google's rectification proposals are insufficient, the above-mentioned agencies will further discuss this issue with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that benefit users and provide higher transparency.\"</p>","source":"sina_symbol","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>Antitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months</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\">\nAntitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months\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\">2021-07-27 08:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France fines Google 220 million euros</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it was reported that the European Commission and EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three of Google's services had been fined by the European Union for monopoly, with fines amounting to billions of dollars. The latest dissatisfaction focuses on the prices of Google Flights and Google Hotels.</p><p>Today, the European Commission and EU consumer authorities said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>Didier Reynders, EU Justice Commissioner, said: \"When using search engines to plan holidays, EU consumers cannot be misled. We need to empower consumers to make choices based on transparent and fair information.\"</p><p>The aforementioned agencies also asked Google to amend the standard terms of Google Store, the Google App Store, because some cases have shown that traders have more rights than consumers. If Google's rectification proposals are insufficient, the above-mentioned agencies will further discuss this issue with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that benefit users and provide higher transparency.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.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/557b605849471e852d88d2600232a3ed","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","GOOG":"谷歌","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154684559","content_text":"三家企业投诉谷歌！法国对谷歌开出2.2亿欧元罚单\n\n新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。\n长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。而最新的不满集中在Google Flights（航班搜索）和Google Hotels（酒店搜索）两项服务的价格上。\n今日，欧盟委员会和欧盟消费者当局在一份联合声明中称，这些产品的最终价格应该包括可以提前计算的费用或税金，而用于计算促销折扣的参考价格应该是明确可识别的。\n欧盟司法专员迪迪埃·雷恩德斯（Didier Reynders）称：“在使用搜索引擎筹划假期时，欧盟消费者不能被误导。我们需要赋予消费者权力，让他们基于透明和公正的信息做出选择。”\n上述机构还要求谷歌修改谷歌应用商店Google Store的标准条款，因为一些案例表明，交易商比消费者拥有更多的权利。如果谷歌的整改建议不够充分，上述机构将与谷歌进一步讨论这一问题，并可能实施制裁。\n对此，谷歌在一份声明中表示：“我们欢迎这次对话，并正与消费者保护机构和欧盟委员会密切合作，看看我们如何能做出有利于用户的改进，并提供更高的透明度。”","news_type":1,"symbols_score_info":{"09086":0.9,"GOOG":0.9,"GOOGL":0.9,"QNETCN":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152125358,"gmtCreate":1625277171774,"gmtModify":1703739785122,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152125358","repostId":"2148873739","repostType":2,"repost":{"id":"2148873739","kind":"news","pubTimestamp":1625197532,"share":"https://ttm.financial/m/news/2148873739?lang=en_US&edition=fundamental","pubTime":"2021-07-02 11:45","market":"sh","language":"zh","title":"Dada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well","url":"https://stock-news.laohu8.com/highlight/detail?id=2148873739","media":"飞象网","summary":"在到家服务、即时零售等等新业态的刺激下，如今市场需求越发旺盛，达达集团作为中国领先的本地即时零售和配送平台不仅紧抓机遇，不断服务好广大消费者，还不断赋能合作伙伴，迈向了更高的发 ...","content":"<p><html><body><div>Stimulated by new formats such as home service and instant retail, the market demand is becoming stronger and stronger.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>As China's leading local instant retail and distribution platform, it not only seizes opportunities and continuously serves consumers, but also continuously empowers partners and moves towards a higher level of development.</p><p>The results for the first quarter of 2021 released by Dada Group show that in the first quarter of 2021, Dada Group's revenue was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations, with a two-year compound growth rate of 78%. Among them, the revenue of Dada Express platform increased by 51% year-on-year to 900 million yuan.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The revenue of Daojia platform increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p><p contenteditable=\"false\"><img src=\"https://e.thsi.cn/img/27a67cec4c1415a5\"/></p><p>The performance exceeded expectations, and Dada Group achieved a \"good start\" in 2021. Kuai Jiaqi, founder, chairman and CEO of Dada Group, also said: \"Dada will strategically undertake JD.com's instant retail and instant delivery business, and comprehensively expand its cooperation with JD.com. The cooperation in the omni-channel field has expanded to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things, instantly available '.\"</p><p>As far as the demand for real-time logistics is concerned, Dada Express, a subsidiary of Dada Group, has maintained a steady pace and constantly made new achievements. According to the data, the instant delivery business provided by Dada Express for chain brand merchants continues to grow, and the revenue in the first quarter increased by more than 130% year-on-year, mainly due to the expansion of partners and the continuous increase in the penetration rate of covered stores.</p><p>In March of this year, Dada Express has reached an in-depth logistics cooperation with China Resources Vanguard. The official APP and mini program orders of about 1,300 China Resources Vanguard stores, as well as orders from JD Daojia, are fully connected to Dada Express Quanxinda service. Dada Express will customize the mixed capacity model and service system according to the needs of China Resources Vanguard's multi-format stores to ensure the instant delivery of its multi-channel orders.</p><p>Of course, for many small and medium-sized merchants, Dada Express' instant delivery business has also maintained steady growth. The platform continues to develop new merchants and maintain existing merchants. In the first quarter, the number of small and medium-sized merchants who completed orders more than doubled year-on-year. In terms of landing distribution, Dada Express has continued to provide stable distribution support to logistics companies in more than 2,700 urban areas and counties.</p><p>During the quarter, Dada Express and<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Continue to deepen cooperation, and provide it with full-scenario services for delivery and collection based on the crowdsourcing rider network, helping JD Logistics to cut peaks and fill valleys at controllable costs, and cope with the challenge of order volume fluctuations.</p><p>It is worth mentioning that, in addition to the steady growth of business, Dada Group has always paid close attention to people's livelihood. For example, the dual platforms jointly launch \"No Fighting during the Spring Festival\" to fully guarantee the normal consumption and distribution of users and merchants during the Spring Festival, so that new year orders can be reached in one hour; Constantly improve the protection of knights' rights and interests; JD Daojia has set up an aging-friendly renovation project team to actively promote the aging-friendly renovation of APP and so on.</p><p>The continuous release of market demand will be a greater opportunity for Dada Group, and it also puts forward higher requirements. Dada Group, which performed outstandingly in the first quarter of this year, will continue to give full play to its professional advantages and continue to bring more empowerment to consumers and partners.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Straight flush</a>Finance (ths518), access more opportunities</strong></p><p><span></span><div><span>Editor in charge: jdm</span></div></div></body></html></p>","source":"tonghuashun","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>Dada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well</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\">\nDada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">飞象网</strong><span class=\"h-time small\">2021-07-02 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Stimulated by new formats such as home service and instant retail, the market demand is becoming stronger and stronger.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>As China's leading local instant retail and distribution platform, it not only seizes opportunities and continuously serves consumers, but also continuously empowers partners and moves towards a higher level of development.</p><p>The results for the first quarter of 2021 released by Dada Group show that in the first quarter of 2021, Dada Group's revenue was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations, with a two-year compound growth rate of 78%. Among them, the revenue of Dada Express platform increased by 51% year-on-year to 900 million yuan.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The revenue of Daojia platform increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p><p contenteditable=\"false\"><img src=\"https://e.thsi.cn/img/27a67cec4c1415a5\"/></p><p>The performance exceeded expectations, and Dada Group achieved a \"good start\" in 2021. Kuai Jiaqi, founder, chairman and CEO of Dada Group, also said: \"Dada will strategically undertake JD.com's instant retail and instant delivery business, and comprehensively expand its cooperation with JD.com. The cooperation in the omni-channel field has expanded to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things, instantly available '.\"</p><p>As far as the demand for real-time logistics is concerned, Dada Express, a subsidiary of Dada Group, has maintained a steady pace and constantly made new achievements. According to the data, the instant delivery business provided by Dada Express for chain brand merchants continues to grow, and the revenue in the first quarter increased by more than 130% year-on-year, mainly due to the expansion of partners and the continuous increase in the penetration rate of covered stores.</p><p>In March of this year, Dada Express has reached an in-depth logistics cooperation with China Resources Vanguard. The official APP and mini program orders of about 1,300 China Resources Vanguard stores, as well as orders from JD Daojia, are fully connected to Dada Express Quanxinda service. Dada Express will customize the mixed capacity model and service system according to the needs of China Resources Vanguard's multi-format stores to ensure the instant delivery of its multi-channel orders.</p><p>Of course, for many small and medium-sized merchants, Dada Express' instant delivery business has also maintained steady growth. The platform continues to develop new merchants and maintain existing merchants. In the first quarter, the number of small and medium-sized merchants who completed orders more than doubled year-on-year. In terms of landing distribution, Dada Express has continued to provide stable distribution support to logistics companies in more than 2,700 urban areas and counties.</p><p>During the quarter, Dada Express and<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Continue to deepen cooperation, and provide it with full-scenario services for delivery and collection based on the crowdsourcing rider network, helping JD Logistics to cut peaks and fill valleys at controllable costs, and cope with the challenge of order volume fluctuations.</p><p>It is worth mentioning that, in addition to the steady growth of business, Dada Group has always paid close attention to people's livelihood. For example, the dual platforms jointly launch \"No Fighting during the Spring Festival\" to fully guarantee the normal consumption and distribution of users and merchants during the Spring Festival, so that new year orders can be reached in one hour; Constantly improve the protection of knights' rights and interests; JD Daojia has set up an aging-friendly renovation project team to actively promote the aging-friendly renovation of APP and so on.</p><p>The continuous release of market demand will be a greater opportunity for Dada Group, and it also puts forward higher requirements. Dada Group, which performed outstandingly in the first quarter of this year, will continue to give full play to its professional advantages and continue to bring more empowerment to consumers and partners.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Straight flush</a>Finance (ths518), access more opportunities</strong></p><p><span></span><div><span>Editor in charge: jdm</span></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/usstock/20210702/c630643682.shtml\">飞象网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"DADA":"达达集团"},"source_url":"http://stock.10jqka.com.cn/usstock/20210702/c630643682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2148873739","content_text":"在到家服务、即时零售等等新业态的刺激下，如今市场需求越发旺盛，达达集团作为中国领先的本地即时零售和配送平台不仅紧抓机遇，不断服务好广大消费者，还不断赋能合作伙伴，迈向了更高的发展台阶。　　达达集团发布的2021年第一季度业绩显示，2021年第一季度，达达集团营收为17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期，两年复合增长率78%。其中，达达快送平台营收同比增长51%至9亿元人民币，京东到家平台营收同比增长53%至8亿元人民币，两年复合增长率近100%。　　业绩表现超预期，达达集团在2021年做到了“开门红”，达达集团创始人、董事会主席兼CEO蒯佳祺也表示：“达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”　　就以如今需求越发旺盛的即时物流来说，达达集团旗下达达快送就保持着稳健脚步，不断做出新成绩。数据显示，达达快送为连锁品牌商家提供的即时配业务持续增长，一季度收入同比增长超过130%，主要获益于合作伙伴的扩大以及覆盖门店渗透率的持续提升。　　在今年3月份，达达快送已经与华润万家达成深度物流合作，约1300家华润万家门店的官方APP、小程序订单，以及来自京东到家的订单全面接入达达快送全心达服务。达达快送将根据华润万家旗下多业态门店需求，定制化混合运力模式和服务体系，保障其多渠道订单即时送达。　　当然，对于众多中小商家，达达快送的即时配业务也一直保持着稳健增长，平台持续开发新商户并维护已有商户，第一季度，完单的中小商户数量同比超翻倍。在落地配方面，达达快送则已经在超过2700个市区县中持续为物流公司提供稳定的配送支持。　　在该季度，达达快送与京东物流持续深化合作，基于众包骑手网络为其提供派件、揽件的全场景服务，帮助京东物流在可控的成本下削峰填谷，应对订单量波动挑战。　　值得一提的是，除了业务上的稳健增长，达达集团对于民生也一直保持高度关注。比如：双平台共同启动“春节不打烊”，全力保障用户、商家春节期间正常消费和配送，让年货订单也能1小时达;不断完善骑士的权益保障;京东到家专门成立适老化改造项目小组，积极推动APP适老化改造等等。　　市场需求不断释放，对于达达集团而言将是更大的机遇，也提出了更高的要求。在今年一季度表现突出的达达集团，接下来还将继续发挥专业优势，不断为消费者、合作伙伴带来更多的赋能。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：jdm","news_type":1,"symbols_score_info":{"DADA":1}},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156064341,"gmtCreate":1625186817384,"gmtModify":1703737868600,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565347485988843","authorIdStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156064341","repostId":"2148844722","repostType":2,"repost":{"id":"2148844722","kind":"news","pubTimestamp":1625123085,"share":"https://ttm.financial/m/news/2148844722?lang=en_US&edition=fundamental","pubTime":"2021-07-01 15:04","market":"us","language":"zh","title":"Focusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation","url":"https://stock-news.laohu8.com/highlight/detail?id=2148844722","media":"亿欧网","summary":"近日，记者从多个渠道获悉，“国民便利店”便利蜂和可口可乐重点客户管理集团达成了更深层次的合作，并升级为“全国战略合作伙伴关系”。对此，便利蜂方面予以了确认。据其详细介绍，便利蜂不仅会首次升级为可口可乐重点客户管理集团“重点客户组”的成员之一，还将成为双方“数字化”合作、新品合作的“前沿阵地”。去年年底的便利蜂合作伙伴供应商大会上，可口可乐重点客户管理集团还曾获得“2020年便利蜂创新合作伙伴奖”。","content":"<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13578560138/0\"/>Recently, the reporter learned from multiple channels that the \"National Convenience Store\" convenience bee and<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>The key customer management group has reached a deeper cooperation and upgraded it to a \"national strategic partnership\".</p><p>In this regard, Convenience Bee has confirmed it. According to its detailed introduction, Bianlifeng will not only be upgraded to one of the members of the \"Key Customer Group\" of Coca-Cola Key Customer Management Group for the first time, but will also become the \"frontier\" of \"digital\" cooperation and new product cooperation between the two parties. In the future, consumers across the country will see more diversified Coca-Cola products when they go to Bianlifeng stores.</p><p>The reporter learned that at the beginning of 2017, Convenience Bee cooperated with Coca-Cola's key customer management group. At the Convenience Bee Partner Supplier Conference at the end of last year, Coca-Cola Key Customer Management Group also won the \"2020 Convenience Bee Innovation Partner Award\". As far as Coca-Cola's key customer management group is concerned, Bianlifeng also has an increasingly important \"weight\".</p><p>Based on this, the two sides further deepened cooperation this time. \"I think this cooperation is a'milestone ''leap'.\" Xu Hongjing, general manager of Bianlifeng FMCG Department, told reporters, \"In addition to improving sales, we will cooperate with Coca-Cola on data, marketing and new product cooperation.\" All-round cooperation. \"</p><p>The information obtained by the reporter shows that the two sides will strengthen precision marketing cooperation and develop precision marketing cooperation products through sales analysis and consumer research.</p><p>As far as the development of the industry is concerned, under the consumption upgrade and retaliatory consumption trend in the post-epidemic era, Coca-Cola's key customer management group is also actively deepening cooperation in convenience store channels and further capturing future consumption trends, especially the consumption characteristics of young people.</p><p>In fact, despite the epidemic, the convenience store industry has still achieved \"counter-cyclical\" development. The \"2021 China Convenience Store Development Report\" jointly released by the China Chain Store and Franchise Association and KPMG shows that \"the epidemic has not had a major negative impact on the overall profitability of the industry. The sample companies'<span>GROSS PROFIT</span>25.8%, net profit 2.4%, both improved. \"</p><p>Lai Yang, executive vice president of Beijing Business Economics Association, also said earlier that convenience stores have become an important position for young people to \"plant grass\" and \"pull weeds\", and they are also a new window for brands and products to connect with \"Generation Z\". \"As these people become the main force of consumption, they will continue to lead new consumption trends\".</p><p>According to industry experts' analysis, more detailed and comprehensive cooperation between the two parties may also bring more \"expansion effects\" and \"observation samples\" to the convenience store industry. With the deepening of the cooperation between Convenience Bee and Coca-Cola, in the future, more brands may choose convenience store channels for in-depth expansion, and drive the \"cooperation upgrade\" of the entire industry.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727131/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727132/0\"/></article></body></html></p>","source":"tencent","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>Focusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation</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\">\nFocusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">亿欧网</strong><span class=\"h-time small\">2021-07-01 15:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13578560138/0\"/>Recently, the reporter learned from multiple channels that the \"National Convenience Store\" convenience bee and<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>The key customer management group has reached a deeper cooperation and upgraded it to a \"national strategic partnership\".</p><p>In this regard, Convenience Bee has confirmed it. According to its detailed introduction, Bianlifeng will not only be upgraded to one of the members of the \"Key Customer Group\" of Coca-Cola Key Customer Management Group for the first time, but will also become the \"frontier\" of \"digital\" cooperation and new product cooperation between the two parties. In the future, consumers across the country will see more diversified Coca-Cola products when they go to Bianlifeng stores.</p><p>The reporter learned that at the beginning of 2017, Convenience Bee cooperated with Coca-Cola's key customer management group. At the Convenience Bee Partner Supplier Conference at the end of last year, Coca-Cola Key Customer Management Group also won the \"2020 Convenience Bee Innovation Partner Award\". As far as Coca-Cola's key customer management group is concerned, Bianlifeng also has an increasingly important \"weight\".</p><p>Based on this, the two sides further deepened cooperation this time. \"I think this cooperation is a'milestone ''leap'.\" Xu Hongjing, general manager of Bianlifeng FMCG Department, told reporters, \"In addition to improving sales, we will cooperate with Coca-Cola on data, marketing and new product cooperation.\" All-round cooperation. \"</p><p>The information obtained by the reporter shows that the two sides will strengthen precision marketing cooperation and develop precision marketing cooperation products through sales analysis and consumer research.</p><p>As far as the development of the industry is concerned, under the consumption upgrade and retaliatory consumption trend in the post-epidemic era, Coca-Cola's key customer management group is also actively deepening cooperation in convenience store channels and further capturing future consumption trends, especially the consumption characteristics of young people.</p><p>In fact, despite the epidemic, the convenience store industry has still achieved \"counter-cyclical\" development. The \"2021 China Convenience Store Development Report\" jointly released by the China Chain Store and Franchise Association and KPMG shows that \"the epidemic has not had a major negative impact on the overall profitability of the industry. The sample companies'<span>GROSS PROFIT</span>25.8%, net profit 2.4%, both improved. \"</p><p>Lai Yang, executive vice president of Beijing Business Economics Association, also said earlier that convenience stores have become an important position for young people to \"plant grass\" and \"pull weeds\", and they are also a new window for brands and products to connect with \"Generation Z\". \"As these people become the main force of consumption, they will continue to lead new consumption trends\".</p><p>According to industry experts' analysis, more detailed and comprehensive cooperation between the two parties may also bring more \"expansion effects\" and \"observation samples\" to the convenience store industry. With the deepening of the cooperation between Convenience Bee and Coca-Cola, in the future, more brands may choose convenience store channels for in-depth expansion, and drive the \"cooperation upgrade\" of the entire industry.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727131/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727132/0\"/></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107011514387c1b2e65&s=b\">亿欧网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"KO":"可口可乐"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107011514387c1b2e65&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148844722","content_text":"近日，记者从多个渠道获悉，“国民便利店”便利蜂和可口可乐重点客户管理集团达成了更深层次的合作，并升级为“全国战略合作伙伴关系”。对此，便利蜂方面予以了确认。据其详细介绍，便利蜂不仅会首次升级为可口可乐重点客户管理集团“重点客户组”的成员之一，还将成为双方“数字化”合作、新品合作的“前沿阵地”。未来全国消费者前往便利蜂门店消费，也会看到更多元的可口可乐公司产品。记者了解到，2017年伊始，便利蜂就和可口可乐重点客户管理集团方面开展了合作。去年年底的便利蜂合作伙伴供应商大会上，可口可乐重点客户管理集团还曾获得“2020年便利蜂创新合作伙伴奖”。就可口可乐重点客户管理集团方面而言，便利蜂同样有越来越重要的“份量”。基于此，双方本次进一步深化了合作。“我认为，这次合作是一次‘里程碑式’的‘跨越’。”便利蜂快消商品部总经理徐红菁对记者表示，“除了提升销售这个层面，我们将和可口可乐方面就数据、营销、新品合作方面展开全方位的合作。”记者拿到的信息显示：双方会通过销售情况分析、消费者调研等，强化精准营销合作、开发精准营销合作产品等。就行业发展情况看，在消费升级、后疫时代的报复性消费趋势下，可口可乐重点客户管理集团方面也积极在便利店渠道深化合作，并进一步捕捉未来消费趋势，尤其是年轻人们的消费特点。事实上，虽然遭遇了疫情，但便利店行业仍实现了“逆周期”发展。中国连锁经营协会和毕马威联合发布的《2021年中国便利店发展报告》显示，“疫情并未对行业整体的盈利性造成较大负面影响，样本企业的毛利25.8%，净利2.4%，均有提升。”北京商业经济学会常务副会长赖阳此前也说，便利店已成为年轻人“种草”、“拔草”的重要阵地，更是品牌、产品连接“Z世代”的新窗口，“随着这部分人成为消费主力军，他们将不断引领新的消费趋势”。行业专家分析，双方更细、更全的合作，或将同样给便利店行业带来更多的“扩展效应”和“观察样本”。随着便利蜂和可口可乐合作的不断加深，未来，更多的品牌或将选择便利店渠道进行深入拓展，并带动全行业的“合作升级”。","news_type":1,"symbols_score_info":{"KO":1}},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":832731894,"gmtCreate":1629677710318,"gmtModify":1676530091669,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/832731894","repostId":"2161740649","repostType":4,"isVote":1,"tweetType":1,"viewCount":3043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809950716,"gmtCreate":1627345116035,"gmtModify":1703487931909,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809950716","repostId":"2154684559","repostType":4,"repost":{"id":"2154684559","kind":"news","pubTimestamp":1627345000,"share":"https://ttm.financial/m/news/2154684559?lang=en_US&edition=fundamental","pubTime":"2021-07-27 08:16","market":"hk","language":"zh","title":"Antitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months","url":"https://stock-news.laohu8.com/highlight/detail?id=2154684559","media":"新浪科技","summary":"法国对谷歌开出2.2亿欧元罚单新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。","content":"<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France fines Google 220 million euros</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it was reported that the European Commission and EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three of Google's services had been fined by the European Union for monopoly, with fines amounting to billions of dollars. The latest dissatisfaction focuses on the prices of Google Flights and Google Hotels.</p><p>Today, the European Commission and EU consumer authorities said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>Didier Reynders, EU Justice Commissioner, said: \"When using search engines to plan holidays, EU consumers cannot be misled. We need to empower consumers to make choices based on transparent and fair information.\"</p><p>The aforementioned agencies also asked Google to amend the standard terms of Google Store, the Google App Store, because some cases have shown that traders have more rights than consumers. If Google's rectification proposals are insufficient, the above-mentioned agencies will further discuss this issue with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that benefit users and provide higher transparency.\"</p>","source":"sina_symbol","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>Antitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months</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\">\nAntitrust upgrade! The EU is eyeing two Google services again, requiring rectification within 2 months\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\">2021-07-27 08:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/9b5818c36470cf9336d8469538d317a8\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Three enterprises complained<a href=\"https://laohu8.com/S/GOOG\">Google</a>！ France fines Google 220 million euros</p><p><img src=\"https://static.tigerbbs.com/557b605849471e852d88d2600232a3ed\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><a href=\"https://laohu8.com/S/SINA\">SINA</a>On the evening of July 26th, Beijing time, it was reported that the European Commission and EU consumer authorities said today that Google will adjust its flight and hotel search services within two or two months, and explain how to rank the search results, otherwise it will face sanctions.</p><p>Google has long faced scrutiny from antitrust enforcers and consumer groups around the world. Previously, three of Google's services had been fined by the European Union for monopoly, with fines amounting to billions of dollars. The latest dissatisfaction focuses on the prices of Google Flights and Google Hotels.</p><p>Today, the European Commission and EU consumer authorities said in a joint statement that the final price of these products should include fees or taxes that can be calculated in advance, and the reference price used to calculate promotional discounts should be clearly identifiable.</p><p>Didier Reynders, EU Justice Commissioner, said: \"When using search engines to plan holidays, EU consumers cannot be misled. We need to empower consumers to make choices based on transparent and fair information.\"</p><p>The aforementioned agencies also asked Google to amend the standard terms of Google Store, the Google App Store, because some cases have shown that traders have more rights than consumers. If Google's rectification proposals are insufficient, the above-mentioned agencies will further discuss this issue with Google and may impose sanctions.</p><p>In response, Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that benefit users and provide higher transparency.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.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/557b605849471e852d88d2600232a3ed","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","GOOG":"谷歌","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-26/doc-ikqciyzk7783660.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154684559","content_text":"三家企业投诉谷歌！法国对谷歌开出2.2亿欧元罚单\n\n新浪科技讯 北京时间7月26日晚间消息，据报道，欧盟委员会和欧盟消费者当局今日表示，谷歌要在两2个月的时间内，对其航班和酒店搜索服务进行调整，并解释如何对搜索结果进行排名，否则将面临制裁。\n长期以来，谷歌一直面临世界各地反垄断执法者和消费者团体的审查。之前，谷歌已经有三项服务遭到欧盟的发垄断罚款，罚金高达数十亿美元。而最新的不满集中在Google Flights（航班搜索）和Google Hotels（酒店搜索）两项服务的价格上。\n今日，欧盟委员会和欧盟消费者当局在一份联合声明中称，这些产品的最终价格应该包括可以提前计算的费用或税金，而用于计算促销折扣的参考价格应该是明确可识别的。\n欧盟司法专员迪迪埃·雷恩德斯（Didier Reynders）称：“在使用搜索引擎筹划假期时，欧盟消费者不能被误导。我们需要赋予消费者权力，让他们基于透明和公正的信息做出选择。”\n上述机构还要求谷歌修改谷歌应用商店Google Store的标准条款，因为一些案例表明，交易商比消费者拥有更多的权利。如果谷歌的整改建议不够充分，上述机构将与谷歌进一步讨论这一问题，并可能实施制裁。\n对此，谷歌在一份声明中表示：“我们欢迎这次对话，并正与消费者保护机构和欧盟委员会密切合作，看看我们如何能做出有利于用户的改进，并提供更高的透明度。”","news_type":1,"symbols_score_info":{"09086":0.9,"GOOG":0.9,"GOOGL":0.9,"QNETCN":0.9,"03086":0.9}},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811855977,"gmtCreate":1630312033999,"gmtModify":1676530264719,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811855977","repostId":"2163200161","repostType":2,"repost":{"id":"2163200161","kind":"news","pubTimestamp":1630300294,"share":"https://ttm.financial/m/news/2163200161?lang=en_US&edition=fundamental","pubTime":"2021-08-30 13:11","market":"us","language":"zh","title":"XPeng P5 is scheduled to be launched on September 15, with six first models","url":"https://stock-news.laohu8.com/highlight/detail?id=2163200161","media":"广州日报","summary":"小鹏P5，为小鹏汽车旗下第三款车型，定位低于P7，补贴后预售价为16万-23万元。小鹏汽车宣布，该车将于9月15日正式上市销售，并于今年10月底开启交付。小鹏汽车方面同时表示，现在仍可以通过相关渠道进行下订。目前，小鹏P5备受关注的亮点有两方面。一是双激光雷达，小鹏汽车方面认为，这是首款搭载激光雷达的量产智能汽车。由于是进入全新的细分市场，小鹏P5到来，会推升小鹏汽车销量达到一个新的高度。","content":"<p><html><body><article>XPeng P5, for<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Its third model is positioned lower than the P7, and the pre-sale price after subsidies is 160,000-230,000 yuan. Recently, the launch time of the car has been clear. XPeng Motors announced that the car will be officially launched for sale on September 15, and delivery will begin at the end of October this year. The car is launched in six models: 460G, 460E, 550G, 550E, 550P and 600P. Previously, the car had started pre-sale, and within 7 hours, orders exceeded 5,000 units, of which dual lidar configurations accounted for more than 70%.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13933718392/0\"/>XPeng Motors also said that orders can still be placed through relevant channels. Users who pay an intention deposit of 5,000 yuan can enjoy rights and interests such as doubling the intention deposit, worry-free electricity gift package for life, pre-locking of the listing gift package, priority right to pick up the car, and exclusive 10,000 yuan.</p><p>At present, there are two highlights of XPeng P5 that have attracted much attention. The first is dual lidar. XPeng Motors believes that this is the first mass-produced product equipped with lidar<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The second is the ever-changing space. The seats in the car can be folded down and moved forward and backward. Coupled with the flat chassis of pure electric vehicles, a flat and spacious interior space can be obtained.</p><p>As it enters a brand-new market segment, the arrival of XPeng P5 will push XPeng's automobile sales to a new height. Data show that from January to July 2021, XPeng Automobile has delivered a total of 38,778 units, which is 1.4 times the delivery volume last year. The total delivery volume in July exceeded 8,000 units for the first time, reaching 8,040 units, a month-on-month surge of 22% from June, significantly breaking the historical monthly delivery record just broken in June.</p><p>The product quality of XPeng vehicles has also been recognized by third-party organizations. Not long ago, in C-NCAP Collision, i-VISTA Intelligence, J.D. The XPeng P7, which won the first place in three authoritative certifications of Power Charm Index, also ushered in the 50,000 th vehicle rolling off the assembly line at the Zhaoqing factory. From 0 to 50,000, XPeng P7 has only gone through more than 400 days. Recently, the XPeng P7 was exported to Norway again after the G3, becoming the first Chinese brand smart electric coupe sold to Europe.</p><p>Text, Photo/Guangzhou Daily New Flower City Reporter: Zhou Weili</p><p>Guangzhou Daily New Flower City Editor: Li Guangman</p><p></article></body></html></p>","source":"tencent","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>XPeng P5 is scheduled to be launched on September 15, with six first models</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\">\nXPeng P5 is scheduled to be launched on September 15, with six first models\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">广州日报</strong><span class=\"h-time small\">2021-08-30 13:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>XPeng P5, for<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Its third model is positioned lower than the P7, and the pre-sale price after subsidies is 160,000-230,000 yuan. Recently, the launch time of the car has been clear. XPeng Motors announced that the car will be officially launched for sale on September 15, and delivery will begin at the end of October this year. The car is launched in six models: 460G, 460E, 550G, 550E, 550P and 600P. Previously, the car had started pre-sale, and within 7 hours, orders exceeded 5,000 units, of which dual lidar configurations accounted for more than 70%.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13933718392/0\"/>XPeng Motors also said that orders can still be placed through relevant channels. Users who pay an intention deposit of 5,000 yuan can enjoy rights and interests such as doubling the intention deposit, worry-free electricity gift package for life, pre-locking of the listing gift package, priority right to pick up the car, and exclusive 10,000 yuan.</p><p>At present, there are two highlights of XPeng P5 that have attracted much attention. The first is dual lidar. XPeng Motors believes that this is the first mass-produced product equipped with lidar<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile. The second is the ever-changing space. The seats in the car can be folded down and moved forward and backward. Coupled with the flat chassis of pure electric vehicles, a flat and spacious interior space can be obtained.</p><p>As it enters a brand-new market segment, the arrival of XPeng P5 will push XPeng's automobile sales to a new height. Data show that from January to July 2021, XPeng Automobile has delivered a total of 38,778 units, which is 1.4 times the delivery volume last year. The total delivery volume in July exceeded 8,000 units for the first time, reaching 8,040 units, a month-on-month surge of 22% from June, significantly breaking the historical monthly delivery record just broken in June.</p><p>The product quality of XPeng vehicles has also been recognized by third-party organizations. Not long ago, in C-NCAP Collision, i-VISTA Intelligence, J.D. The XPeng P7, which won the first place in three authoritative certifications of Power Charm Index, also ushered in the 50,000 th vehicle rolling off the assembly line at the Zhaoqing factory. From 0 to 50,000, XPeng P7 has only gone through more than 400 days. Recently, the XPeng P7 was exported to Norway again after the G3, becoming the first Chinese brand smart electric coupe sold to Europe.</p><p>Text, Photo/Guangzhou Daily New Flower City Reporter: Zhou Weili</p><p>Guangzhou Daily New Flower City Editor: Li Guangman</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301317447c358b2c&s=b\">广州日报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301317447c358b2c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163200161","content_text":"小鹏P5，为小鹏汽车旗下第三款车型，定位低于P7，补贴后预售价为16万-23万元。近日，该车上市时间明确。小鹏汽车宣布，该车将于9月15日正式上市销售，并于今年10月底开启交付。该车推出460G、460E、550G、550E、550P、600P六款车型。此前，该车已开启预售，7小时内，订单即破5000台，其中双激光雷达配置的占比超过70%。小鹏汽车方面同时表示，现在仍可以通过相关渠道进行下订。用户缴交5000元意向金，可享意向金翻倍、终身用电无忧礼包、上市礼包预先锁定、优先提车权、万元专属等权益。目前，小鹏P5备受关注的亮点有两方面。一是双激光雷达，小鹏汽车方面认为，这是首款搭载激光雷达的量产智能汽车。二是百变空间，车内座椅可以翻折放倒、前后移动，再加上纯电动车平整的底盘，可以得到一个平整宽敞的车内空间。由于是进入全新的细分市场，小鹏P5到来，会推升小鹏汽车销量达到一个新的高度。数据显示，2021年1-7月，小鹏汽车已累计交付38,778台，是去年全年交付量的1.4倍。7月总交付量首次突破八千，达到8,040台，较六月环比激增22%，大幅刷新了6月刚刚打破的历史月交付纪录。小鹏汽车的产品品质还得到第三方机构的认可。在不久之前，在C-NCAP碰撞、i-VISTA智能、J.D.Power魅力指数三个权威认证上获得第一的小鹏P7，也在肇庆工厂迎来了第50000辆车的下线。从0到50000，小鹏P7仅仅走过了400多天。近日，小鹏P7也继G3之后再度出口挪威，成为首款销往欧洲的中国品牌智能电动轿跑。文、图/广州日报·新花城记者：周伟力广州日报·新花城编辑：李光曼","news_type":1,"symbols_score_info":{"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817514417,"gmtCreate":1630974767139,"gmtModify":1676530430729,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817514417","repostId":"2165333903","repostType":4,"isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810901471,"gmtCreate":1629937411693,"gmtModify":1676530176163,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810901471","repostId":"2162185068","repostType":2,"repost":{"id":"2162185068","kind":"news","pubTimestamp":1629882600,"share":"https://ttm.financial/m/news/2162185068?lang=en_US&edition=fundamental","pubTime":"2021-08-25 17:10","market":"us","language":"zh","title":"XPeng Motor Ships First P7 Smart Electric Sedan to Norway","url":"https://stock-news.laohu8.com/highlight/detail?id=2162185068","media":"界面新闻","summary":"小鹏汽车将首批P7智能电动轿车运往挪威。（文章来源：界面新闻）","content":"<p><div>XPeng Motor is shipping first batch of P7 smart electric sedans to Norway. (Source of article: Interface News)</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">Web link</a></div></p>","source":"tencent","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>XPeng Motor Ships First P7 Smart Electric Sedan to Norway</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\">\nXPeng Motor Ships First P7 Smart Electric Sedan to Norway\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-08-25 17:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>XPeng Motor is shipping first batch of P7 smart electric sedans to Norway. (Source of article: Interface News)</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a641899d158b6ab663d7d69913893106","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210825171424788c5dbf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162185068","content_text":"小鹏汽车将首批P7智能电动轿车运往挪威。（文章来源：界面新闻）","news_type":1,"symbols_score_info":{"09868":1,"XPEV":1}},"isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830188390,"gmtCreate":1629029419910,"gmtModify":1676529913334,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/830188390","repostId":"2159108232","repostType":2,"repost":{"id":"2159108232","kind":"news","pubTimestamp":1629022437,"share":"https://ttm.financial/m/news/2159108232?lang=en_US&edition=fundamental","pubTime":"2021-08-15 18:13","market":"us","language":"zh","title":"Data | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?","url":"https://stock-news.laohu8.com/highlight/detail?id=2159108232","media":"界面新闻","summary":"据界面数据不完全统计，自2018年6月首款车量产交付至今，蔚来汽车引发的交通事故至少达到13起。","content":"<p><div>According to incomplete statistics from interface data, since the mass production and delivery of the first car in June 2018, there have been at least 13 traffic accidents caused by Nio vehicles.</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">Web link</a></div></p>","source":"tencent","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>Data | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?</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\">\nData | We have analyzed the accidents involved in Nio vehicles in the past 4 years and tell you what the problem is?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">界面新闻</strong><span class=\"h-time small\">2021-08-15 18:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>According to incomplete statistics from interface data, since the mass production and delivery of the first car in June 2018, there have been at least 13 traffic accidents caused by Nio vehicles.</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b\">界面新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210815181357788b5498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2159108232","content_text":"据界面数据不完全统计，自2018年6月首款车量产交付至今，蔚来汽车引发的交通事故至少达到13起。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891928340,"gmtCreate":1628320379580,"gmtModify":1703505061527,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891928340","repostId":"2157919494","repostType":2,"isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802045785,"gmtCreate":1627702172047,"gmtModify":1703494969692,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802045785","repostId":"1168100836","repostType":4,"repost":{"id":"1168100836","kind":"news","pubTimestamp":1627701075,"share":"https://ttm.financial/m/news/1168100836?lang=en_US&edition=fundamental","pubTime":"2021-07-31 11:11","market":"us","language":"zh","title":"Tianfeng Macro: How much impact will taper have this time?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168100836","media":"天风宏观","summary":"上一次美联储缩减QE发生在2013年。\n当年5月，伯南克在国会听证会上表示联储可能即将开始缩减QE，但直到当年12月的议息会议才正式决定开启缩减。之后美联储的资产购买规模逐步下降，到2014年10月正","content":"<p><b>The last time the Fed tapered QE occurred in 2013.</b></p><p>In May of that year, Bernanke said at a congressional hearing that the Fed might soon begin to reduce QE, but it was not until the interest rate meeting in December of that year that it officially decided to start the reduction. After that, the Federal Reserve's asset purchases gradually declined, and it officially withdrew from QE in October 2014. After that, the size of the Fed's balance sheet remained basically unchanged until the shrinking balance sheet started in October 2017.</p><p><table><tbody><tr><td>Figure 1: Changes in the Fed's balance sheet</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/89f3f52b0f6d01cd4220bab5ed1b041b\" tg-width=\"812\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>When Bernanke first communicated with QE taper in May 2013, there was a \"taper tantrum\" in the market.</b></p><p>The reason is that the market misjudged the Fed's monetary policy attitude, thinking that the Fed would start taper in September of that year and soon rate hike. As a result, the 2-year and 10-year US Treasury yields rebounded sharply, rising by 30bp and 130bp respectively in four months, during which interest rates fell twice due to lower-than-expected employment data. After the economic data stabilized and rebounded in December of that year, the Federal Reserve officially launched the QE taper. Short-term and long-term interest rates rose again before the taper landed, and then long-term interest rates continued to decline despite the fall in the economy and inflation.</p><p><table><tbody><tr><td>Figure 2: U.S. Treasury 10-year yield (%) vs U.S. Treasury 2-year yield (%)</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/6fe391cb53eee3b96318568155a5e8ea\" tg-width=\"815\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: WIND, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The taper tantrum in 2013 caused significant fluctuations in global asset prices.</b></p><p>U.S. stocks were once in a pullback/retracement, but thanks to the economic recovery, they returned to the upward trend. Emerging markets, which rely heavily on overseas capital, suffered capital withdrawal. Emerging market equity assets fell by more than 10% within a month after the taper talk, and emerging market currencies depreciated by 4.9% relative to the US dollar. Comex copper fell 6.7% and gold 14.5% in a month after interest rates rebounded, but oil rose 5% amid tight supply and demand.</p><p><table><tbody><tr><td>Figure 3: MSCI EM Index and S&P 500 Index</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/246f9e8db7d509a84d662d99c55788eb\" tg-width=\"816\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Will this QE taper reproduce the taper tantrum of 2013?</b></p><p><b>We don't think the impact should be too great, not only weaker than the \"taper tantrum\" of 13 years, but possibly weaker than the \"austerity worries\" of February this year.</b></p><p><b>The market has sufficient expectations for this taper.</b></p><p>Expectations have been fermenting since the minutes of the Federal Reserve meeting at the beginning of the year (January 25) mentioned \"taper\" in bond purchases. According to a Bloomberg survey, 78% of the economists surveyed expect the Federal Reserve to officially announce the implementation of taper before the end of this year, and 33% of them expect to officially announce it at the end of September. It can be seen that the market has full expectations for taper.</p><p>This time, the Federal Reserve learned from past experience and made it clear that it would give tips in advance before officially announcing policy changes, giving the market time to digest expectations. Therefore, even if the Federal Reserve begins to communicate and withdraw from QE, the market will not panic like it did in 2013 because of misjudging rate hike.</p><p>Referring to the experience of 2013, the Federal Reserve may release a signal to reduce QE when employment returns to around 75%. At the same time, considering that St. Louis Fed President James Bullard believes that a 75% vaccination rate is a necessary condition for tapering the bond purchase plan, the Fed may as early as August this year. The Jackson Hole meeting or the September interest rate meeting gave a view on tapering the QE plan<b>Hint</b>, and start to reduce QE as soon as the fourth quarter of this year.</p><p><table><tbody><tr><td>Figure 4: Economists' forecasts for the timing of the tapering plan mostly fall before the end of the year</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/978622327c5f1b8291a0f318aa2c42f8\" tg-width=\"791\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>As early as February this year, the market had rehearsed the adjustment brought about by monetary tightening worries in advance.</b></p><p>Affected by rising inflation expectations, interest rates rose from 1.08% to 1.74%, with an adjustment of 66bp as investors worried that the Federal Reserve might underestimate inflation and tighten currency ahead of schedule.</p><p>At that time, the adjustment of nominal interest rates also superimposed the rising effect of inflation expectations. The rise in commodity prices (mainly oil and copper) caused the 10-year breakeven inflation expectation to rise by 47bp from 2.09%.</p><p>However, after May, inflation expectations have fallen ahead of commodity prices, so even if the subsequent US Treasury yields rises again,<b>The rebound may also be smaller than in February this year</b>。</p><p><table><tbody><tr><td>Figure 5: US Treasury yields rose rapidly in February this year amid the combination of tightening concerns and inflation expectations</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/af4c49cf45a045194fdab73cafc63018\" tg-width=\"823\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Taper's impact on U.S. debt will be reacted in advance after the Fed releases a signal.</b></p><p>Referring to the situation in 2013, taper can be divided into three steps: releasing the signal, officially starting, and ending the reduction (QE exit). After the Federal Reserve releases the signal, it may be superimposed on the increase of the U.S. debt ceiling, and interest rates will rebound at one time. But before and after the official opening, interest rates will fall again as fundamentals weaken. Therefore, taper is only the second-order inflection point of liquidity, not the influence of trend. Interest rate pressure outside Taper comes from fiscal policy, such as the rising demand for bond issuance in the third quarter and the passage of a reduced version of the bipartisan infrastructure agreement.</p><p><b>Taper affects the risk sentiment of U.S. stocks in the short term, but the biggest impact on U.S. stocks is profit changes.</b></p><p>Earnings forecasts for U.S. stocks in the first half of the year have been continuously raised, and EPS for the second quarter from March to May has been revised up by 5.8%. In the second half of the year, there is still room for recovery in the profits of upstream energy, transportation, commercial services and other sectors affected by the epidemic. Industries such as information technology and medical care have sufficient cash in hand, and repurchases are expected to increase, maintaining a moderate rise in EPS. on account of<b>There is little upward pressure on U.S. bonds, and the performance of listed companies is still being realized. We believe that U.S. stocks will remain high and volatile in the short term.</b></p><p><table><tbody><tr><td>Figure 6: EPS upward revision since 2016</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/3dff15e9fa74467e860335ca0727ee2f\" tg-width=\"425\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: factset, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The medium-term risk for U.S. stocks comes from the fact that the fastest recovery in previous history may evolve into the fastest recovery in history</b>, the \"withdrawal reaction\" after the expiration of fiscal stimulus has a negative impact on optimistic earnings expectations. (See \"The Fastest Recovery in History, and Possibly the Fastest Recovery to End\" for details)</p><p>From the release of Taper expectations to the official opening, emerging markets and commodities will still face certain impacts; Later, considering that global demand peaked and fell,<b>Commodity prices have corrected, inflation expectations continue to fall, growth stocks are expected to obtain excess returns, and gold continues to fluctuate</b>。</p><p><table><tbody><tr><td>Figure 7: From 2013 to 2014, the cumulative yield of GEM, CSI 300, Nasdaq, and Dow Jones</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/5996fae5597bb6b5d60cbee85e46f418\" tg-width=\"836\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research</p><p></td></tr></tbody></table><img src=\"https://static.tigerbbs.com/b95b69c3867aa3469a9cc950d027049d\" tg-width=\"626\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><img src=\"https://static.tigerbbs.com/78a1a412540a2fcf75ff95ca71fb7699\" tg-width=\"730\" tg-height=\"30\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1582244978285","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>Tianfeng Macro: How much impact will taper have this time?</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\">\nTianfeng Macro: How much impact will taper have this time?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">天风宏观</strong><span class=\"h-time small\">2021-07-31 11:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The last time the Fed tapered QE occurred in 2013.</b></p><p>In May of that year, Bernanke said at a congressional hearing that the Fed might soon begin to reduce QE, but it was not until the interest rate meeting in December of that year that it officially decided to start the reduction. After that, the Federal Reserve's asset purchases gradually declined, and it officially withdrew from QE in October 2014. After that, the size of the Fed's balance sheet remained basically unchanged until the shrinking balance sheet started in October 2017.</p><p><table><tbody><tr><td>Figure 1: Changes in the Fed's balance sheet</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/89f3f52b0f6d01cd4220bab5ed1b041b\" tg-width=\"812\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>When Bernanke first communicated with QE taper in May 2013, there was a \"taper tantrum\" in the market.</b></p><p>The reason is that the market misjudged the Fed's monetary policy attitude, thinking that the Fed would start taper in September of that year and soon rate hike. As a result, the 2-year and 10-year US Treasury yields rebounded sharply, rising by 30bp and 130bp respectively in four months, during which interest rates fell twice due to lower-than-expected employment data. After the economic data stabilized and rebounded in December of that year, the Federal Reserve officially launched the QE taper. Short-term and long-term interest rates rose again before the taper landed, and then long-term interest rates continued to decline despite the fall in the economy and inflation.</p><p><table><tbody><tr><td>Figure 2: U.S. Treasury 10-year yield (%) vs U.S. Treasury 2-year yield (%)</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/6fe391cb53eee3b96318568155a5e8ea\" tg-width=\"815\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: WIND, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The taper tantrum in 2013 caused significant fluctuations in global asset prices.</b></p><p>U.S. stocks were once in a pullback/retracement, but thanks to the economic recovery, they returned to the upward trend. Emerging markets, which rely heavily on overseas capital, suffered capital withdrawal. Emerging market equity assets fell by more than 10% within a month after the taper talk, and emerging market currencies depreciated by 4.9% relative to the US dollar. Comex copper fell 6.7% and gold 14.5% in a month after interest rates rebounded, but oil rose 5% amid tight supply and demand.</p><p><table><tbody><tr><td>Figure 3: MSCI EM Index and S&P 500 Index</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/246f9e8db7d509a84d662d99c55788eb\" tg-width=\"816\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Will this QE taper reproduce the taper tantrum of 2013?</b></p><p><b>We don't think the impact should be too great, not only weaker than the \"taper tantrum\" of 13 years, but possibly weaker than the \"austerity worries\" of February this year.</b></p><p><b>The market has sufficient expectations for this taper.</b></p><p>Expectations have been fermenting since the minutes of the Federal Reserve meeting at the beginning of the year (January 25) mentioned \"taper\" in bond purchases. According to a Bloomberg survey, 78% of the economists surveyed expect the Federal Reserve to officially announce the implementation of taper before the end of this year, and 33% of them expect to officially announce it at the end of September. It can be seen that the market has full expectations for taper.</p><p>This time, the Federal Reserve learned from past experience and made it clear that it would give tips in advance before officially announcing policy changes, giving the market time to digest expectations. Therefore, even if the Federal Reserve begins to communicate and withdraw from QE, the market will not panic like it did in 2013 because of misjudging rate hike.</p><p>Referring to the experience of 2013, the Federal Reserve may release a signal to reduce QE when employment returns to around 75%. At the same time, considering that St. Louis Fed President James Bullard believes that a 75% vaccination rate is a necessary condition for tapering the bond purchase plan, the Fed may as early as August this year. The Jackson Hole meeting or the September interest rate meeting gave a view on tapering the QE plan<b>Hint</b>, and start to reduce QE as soon as the fourth quarter of this year.</p><p><table><tbody><tr><td>Figure 4: Economists' forecasts for the timing of the tapering plan mostly fall before the end of the year</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/978622327c5f1b8291a0f318aa2c42f8\" tg-width=\"791\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>As early as February this year, the market had rehearsed the adjustment brought about by monetary tightening worries in advance.</b></p><p>Affected by rising inflation expectations, interest rates rose from 1.08% to 1.74%, with an adjustment of 66bp as investors worried that the Federal Reserve might underestimate inflation and tighten currency ahead of schedule.</p><p>At that time, the adjustment of nominal interest rates also superimposed the rising effect of inflation expectations. The rise in commodity prices (mainly oil and copper) caused the 10-year breakeven inflation expectation to rise by 47bp from 2.09%.</p><p>However, after May, inflation expectations have fallen ahead of commodity prices, so even if the subsequent US Treasury yields rises again,<b>The rebound may also be smaller than in February this year</b>。</p><p><table><tbody><tr><td>Figure 5: US Treasury yields rose rapidly in February this year amid the combination of tightening concerns and inflation expectations</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/af4c49cf45a045194fdab73cafc63018\" tg-width=\"823\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research Institute</p><p></td></tr></tbody></table><b>Taper's impact on U.S. debt will be reacted in advance after the Fed releases a signal.</b></p><p>Referring to the situation in 2013, taper can be divided into three steps: releasing the signal, officially starting, and ending the reduction (QE exit). After the Federal Reserve releases the signal, it may be superimposed on the increase of the U.S. debt ceiling, and interest rates will rebound at one time. But before and after the official opening, interest rates will fall again as fundamentals weaken. Therefore, taper is only the second-order inflection point of liquidity, not the influence of trend. Interest rate pressure outside Taper comes from fiscal policy, such as the rising demand for bond issuance in the third quarter and the passage of a reduced version of the bipartisan infrastructure agreement.</p><p><b>Taper affects the risk sentiment of U.S. stocks in the short term, but the biggest impact on U.S. stocks is profit changes.</b></p><p>Earnings forecasts for U.S. stocks in the first half of the year have been continuously raised, and EPS for the second quarter from March to May has been revised up by 5.8%. In the second half of the year, there is still room for recovery in the profits of upstream energy, transportation, commercial services and other sectors affected by the epidemic. Industries such as information technology and medical care have sufficient cash in hand, and repurchases are expected to increase, maintaining a moderate rise in EPS. on account of<b>There is little upward pressure on U.S. bonds, and the performance of listed companies is still being realized. We believe that U.S. stocks will remain high and volatile in the short term.</b></p><p><table><tbody><tr><td>Figure 6: EPS upward revision since 2016</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/3dff15e9fa74467e860335ca0727ee2f\" tg-width=\"425\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: factset, TF Securities Research Institute</p><p></td></tr></tbody></table><b>The medium-term risk for U.S. stocks comes from the fact that the fastest recovery in previous history may evolve into the fastest recovery in history</b>, the \"withdrawal reaction\" after the expiration of fiscal stimulus has a negative impact on optimistic earnings expectations. (See \"The Fastest Recovery in History, and Possibly the Fastest Recovery to End\" for details)</p><p>From the release of Taper expectations to the official opening, emerging markets and commodities will still face certain impacts; Later, considering that global demand peaked and fell,<b>Commodity prices have corrected, inflation expectations continue to fall, growth stocks are expected to obtain excess returns, and gold continues to fluctuate</b>。</p><p><table><tbody><tr><td>Figure 7: From 2013 to 2014, the cumulative yield of GEM, CSI 300, Nasdaq, and Dow Jones</p><p></td></tr><tr><td><img src=\"https://static.tigerbbs.com/5996fae5597bb6b5d60cbee85e46f418\" tg-width=\"836\" tg-height=\"463\" referrerpolicy=\"no-referrer\"></p><p></td></tr><tr><td>Source: Bloomberg, Tianfeng Securities Research</p><p></td></tr></tbody></table><img src=\"https://static.tigerbbs.com/b95b69c3867aa3469a9cc950d027049d\" tg-width=\"626\" tg-height=\"272\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><img src=\"https://static.tigerbbs.com/78a1a412540a2fcf75ff95ca71fb7699\" tg-width=\"730\" tg-height=\"30\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/W0pf7rmNYqd2xmxtoEWQ6w\">天风宏观</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/W0pf7rmNYqd2xmxtoEWQ6w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168100836","content_text":"上一次美联储缩减QE发生在2013年。\n当年5月，伯南克在国会听证会上表示联储可能即将开始缩减QE，但直到当年12月的议息会议才正式决定开启缩减。之后美联储的资产购买规模逐步下降，到2014年10月正式退出了QE。再之后联储资产负债表规模基本维持不变，直至2017年10月开启了缩表。\n\n\n\n图1：美联储资产负债表变化\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n2013年5月伯南克第一次沟通QE taper时，市场曾出现了“缩减恐慌”（taper tantrum）。\n原因是市场误判了联储的货币政策态度，以为联储将在当年9月开启taper并很快加息。结果是2年期和10年期美债利率大幅反弹，4个月内分别上行了30bp和130bp，其间由于就业数据低于预期，利率曾两度回落。当年12月经济数据企稳回升后，美联储才正式开启了QE taper，短端和长端利率在taper落地前再度回升，随后长端利率在经济、通胀回落的情况下持续下行。\n\n\n\n图2：美债10年期收益率（%） vs 美债2年期收益率（%）\n\n\n\n\n\n资料来源：WIND，天风证券研究所\n\n\n\n2013年的taper tantrum曾造成全球资产价格大幅波动。\n美股一度回撤，但得益于经济回升，重回上行趋势。严重依赖海外资本的新兴市场遭遇资金撤出，新兴市场权益资产在taper talk后的一个月内跌超10%，新兴市场货币相对美元贬值4.9%。利率反弹后，Comex铜价在一个月内下跌6.7%，金价下跌14.5%，但油价在供需紧张的情况下上涨5%。\n\n\n\n图3：MSCI EM指数及标普500指数\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n这次QE taper会重现2013年的缩减恐慌吗？\n我们认为影响应该不会太大，不仅比13年的“缩减恐慌”要弱，可能也比今年2月的“紧缩担忧”要弱。\n市场对这次taper预期较为充分。\n从年初（1月25日）美联储会议纪要中提到“逐渐减少债券购买”（taper）开始，预期就一直在发酵。根据彭博调查，78%的受访经济学家预期联储将会在今年底之前正式宣布实施taper，其中33%预期9月底就会正式宣布，可以看到市场对taper已有较为充分预期。\n这一次美联储吸取以往经验，明确表示在正式宣布政策变化前将提前给出提示，给市场消化预期的时间。因此即便美联储开始沟通退出QE，市场也不会像2013年因为误判加息而带来恐慌。\n参照2013年的经验，美联储可能在就业恢复到75%附近时释放缩减QE信号，同时考虑圣路易斯联储主席James Bullard认为75%疫苗接种率是缩减购债计划的必要条件，美联储最早可能在今年8月的Jackson Hole会议或者9月的议息会议上就缩减QE计划给出暗示，并最快在今年4季度开始缩减QE。\n\n\n\n图4：经济学家对缩减计划的时间预测大部分落在今年底之前\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\n早在今年2月，市场已经提前预演过由货币紧缩担忧带来的调整。\n受到通胀预期抬升，当时由于投资者担忧美联储可能低估通胀而提前收紧货币，利率从1.08%最高上行至1.74%，调整幅度达到66bp。\n当时名义利率的调整还叠加了通胀预期的抬升作用，大宗商品价格上涨（主要是油和铜）导致10年期盈亏平衡通胀预期从2.09%上行了47bp。\n但是5月后通胀预期已经提前于大宗商品价格拐头回落，因此后续美债利率即使再次上行，反弹幅度可能也小于今年2月。\n\n\n\n图5：今年2月美债利率在紧缩担忧和通胀预期的叠加下快速上升\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究所\n\n\n\nTaper对美债的影响会在联储释放信号后提前反应。\n参考2013年的情况，taper可分成三步：释放信号，正式开启，缩减结束（QE退出）。美联储释放信号后，同时可能叠加美国债务上限提高，利率会出现一次性反弹。但在正式开启前后，利率将会随着基本面转弱而再次回落。因此taper只是流动性的二阶导拐点，不是趋势性的影响。Taper以外的利率压力来自于财政政策，比如三季度发债需求上升和缩减版的两党基建协议通过。\nTaper短期影响美股的风险情绪，但对美股影响最大的还是盈利变化。\n上半年美股盈利预期不断上调，3月-5月2季度EPS上修5.8%。下半年 上游能源、交运、商业服务等受疫情影响的板块盈利仍有修复空间，信息科技、医疗等行业在手现金充足，回购力度有望加大，维持EPS温和上涨。由于美债上行压力不大，上市公司业绩还在兑现，我们认为美股短期仍将维持高位震荡。\n\n\n\n图6：2016年以来EPS上修幅度\n\n\n\n\n\n资料来源：factset，天风证券研究所\n\n\n\n美股的中期风险来自于前期历史最快的复苏可能演变成历史最快结束的复苏，财政刺激到期后的“戒断反应”对乐观的盈利预期产生负面冲击。（详见《历史最快的复苏，可能也是最快结束的复苏》）\nTaper从释放预期到正式开启之前，新兴市场和大宗商品仍将面临一定冲击；之后考虑到全球需求见顶回落，大宗商品价格有所回调，通胀预期持续回落，成长股有望获得超额收益，黄金则延续震荡。\n\n\n\n图7：2013年-2014年，创业板、沪深300、纳斯达克、道琼斯累计收益率\n\n\n\n\n\n资料来源：Bloomberg，天风证券研究\n\n\n\n\n风险提示","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152125358,"gmtCreate":1625277171774,"gmtModify":1703739785122,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152125358","repostId":"2148873739","repostType":2,"repost":{"id":"2148873739","kind":"news","pubTimestamp":1625197532,"share":"https://ttm.financial/m/news/2148873739?lang=en_US&edition=fundamental","pubTime":"2021-07-02 11:45","market":"sh","language":"zh","title":"Dada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well","url":"https://stock-news.laohu8.com/highlight/detail?id=2148873739","media":"飞象网","summary":"在到家服务、即时零售等等新业态的刺激下，如今市场需求越发旺盛，达达集团作为中国领先的本地即时零售和配送平台不仅紧抓机遇，不断服务好广大消费者，还不断赋能合作伙伴，迈向了更高的发 ...","content":"<p><html><body><div>Stimulated by new formats such as home service and instant retail, the market demand is becoming stronger and stronger.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>As China's leading local instant retail and distribution platform, it not only seizes opportunities and continuously serves consumers, but also continuously empowers partners and moves towards a higher level of development.</p><p>The results for the first quarter of 2021 released by Dada Group show that in the first quarter of 2021, Dada Group's revenue was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations, with a two-year compound growth rate of 78%. Among them, the revenue of Dada Express platform increased by 51% year-on-year to 900 million yuan.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The revenue of Daojia platform increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p><p contenteditable=\"false\"><img src=\"https://e.thsi.cn/img/27a67cec4c1415a5\"/></p><p>The performance exceeded expectations, and Dada Group achieved a \"good start\" in 2021. Kuai Jiaqi, founder, chairman and CEO of Dada Group, also said: \"Dada will strategically undertake JD.com's instant retail and instant delivery business, and comprehensively expand its cooperation with JD.com. The cooperation in the omni-channel field has expanded to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things, instantly available '.\"</p><p>As far as the demand for real-time logistics is concerned, Dada Express, a subsidiary of Dada Group, has maintained a steady pace and constantly made new achievements. According to the data, the instant delivery business provided by Dada Express for chain brand merchants continues to grow, and the revenue in the first quarter increased by more than 130% year-on-year, mainly due to the expansion of partners and the continuous increase in the penetration rate of covered stores.</p><p>In March of this year, Dada Express has reached an in-depth logistics cooperation with China Resources Vanguard. The official APP and mini program orders of about 1,300 China Resources Vanguard stores, as well as orders from JD Daojia, are fully connected to Dada Express Quanxinda service. Dada Express will customize the mixed capacity model and service system according to the needs of China Resources Vanguard's multi-format stores to ensure the instant delivery of its multi-channel orders.</p><p>Of course, for many small and medium-sized merchants, Dada Express' instant delivery business has also maintained steady growth. The platform continues to develop new merchants and maintain existing merchants. In the first quarter, the number of small and medium-sized merchants who completed orders more than doubled year-on-year. In terms of landing distribution, Dada Express has continued to provide stable distribution support to logistics companies in more than 2,700 urban areas and counties.</p><p>During the quarter, Dada Express and<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Continue to deepen cooperation, and provide it with full-scenario services for delivery and collection based on the crowdsourcing rider network, helping JD Logistics to cut peaks and fill valleys at controllable costs, and cope with the challenge of order volume fluctuations.</p><p>It is worth mentioning that, in addition to the steady growth of business, Dada Group has always paid close attention to people's livelihood. For example, the dual platforms jointly launch \"No Fighting during the Spring Festival\" to fully guarantee the normal consumption and distribution of users and merchants during the Spring Festival, so that new year orders can be reached in one hour; Constantly improve the protection of knights' rights and interests; JD Daojia has set up an aging-friendly renovation project team to actively promote the aging-friendly renovation of APP and so on.</p><p>The continuous release of market demand will be a greater opportunity for Dada Group, and it also puts forward higher requirements. Dada Group, which performed outstandingly in the first quarter of this year, will continue to give full play to its professional advantages and continue to bring more empowerment to consumers and partners.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Straight flush</a>Finance (ths518), access more opportunities</strong></p><p><span></span><div><span>Editor in charge: jdm</span></div></div></body></html></p>","source":"tonghuashun","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>Dada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well</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\">\nDada Group's revenue in the first quarter significantly exceeded market expectations, and the real-time logistics field performed well\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">飞象网</strong><span class=\"h-time small\">2021-07-02 11:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>Stimulated by new formats such as home service and instant retail, the market demand is becoming stronger and stronger.<a href=\"https://laohu8.com/S/DADA\">Dada Group</a>As China's leading local instant retail and distribution platform, it not only seizes opportunities and continuously serves consumers, but also continuously empowers partners and moves towards a higher level of development.</p><p>The results for the first quarter of 2021 released by Dada Group show that in the first quarter of 2021, Dada Group's revenue was 1.7 billion yuan, a year-on-year increase of 52%, exceeding the upper limit of guidance and higher than market consensus expectations, with a two-year compound growth rate of 78%. Among them, the revenue of Dada Express platform increased by 51% year-on-year to 900 million yuan.<a href=\"https://laohu8.com/S/JD\">JD.com</a>The revenue of Daojia platform increased by 53% year-on-year to 800 million yuan, with a two-year compound growth rate of nearly 100%.</p><p><p contenteditable=\"false\"><img src=\"https://e.thsi.cn/img/27a67cec4c1415a5\"/></p><p>The performance exceeded expectations, and Dada Group achieved a \"good start\" in 2021. Kuai Jiaqi, founder, chairman and CEO of Dada Group, also said: \"Dada will strategically undertake JD.com's instant retail and instant delivery business, and comprehensively expand its cooperation with JD.com. The cooperation in the omni-channel field has expanded to multiple scenarios and categories. We will continue to deepen the field of instant retail and logistics, and promote the industry to accelerate towards the macro e-commerce era of'thousands of good things, instantly available '.\"</p><p>As far as the demand for real-time logistics is concerned, Dada Express, a subsidiary of Dada Group, has maintained a steady pace and constantly made new achievements. According to the data, the instant delivery business provided by Dada Express for chain brand merchants continues to grow, and the revenue in the first quarter increased by more than 130% year-on-year, mainly due to the expansion of partners and the continuous increase in the penetration rate of covered stores.</p><p>In March of this year, Dada Express has reached an in-depth logistics cooperation with China Resources Vanguard. The official APP and mini program orders of about 1,300 China Resources Vanguard stores, as well as orders from JD Daojia, are fully connected to Dada Express Quanxinda service. Dada Express will customize the mixed capacity model and service system according to the needs of China Resources Vanguard's multi-format stores to ensure the instant delivery of its multi-channel orders.</p><p>Of course, for many small and medium-sized merchants, Dada Express' instant delivery business has also maintained steady growth. The platform continues to develop new merchants and maintain existing merchants. In the first quarter, the number of small and medium-sized merchants who completed orders more than doubled year-on-year. In terms of landing distribution, Dada Express has continued to provide stable distribution support to logistics companies in more than 2,700 urban areas and counties.</p><p>During the quarter, Dada Express and<a href=\"https://laohu8.com/S/02618\">JD Logistics</a>Continue to deepen cooperation, and provide it with full-scenario services for delivery and collection based on the crowdsourcing rider network, helping JD Logistics to cut peaks and fill valleys at controllable costs, and cope with the challenge of order volume fluctuations.</p><p>It is worth mentioning that, in addition to the steady growth of business, Dada Group has always paid close attention to people's livelihood. For example, the dual platforms jointly launch \"No Fighting during the Spring Festival\" to fully guarantee the normal consumption and distribution of users and merchants during the Spring Festival, so that new year orders can be reached in one hour; Constantly improve the protection of knights' rights and interests; JD Daojia has set up an aging-friendly renovation project team to actively promote the aging-friendly renovation of APP and so on.</p><p>The continuous release of market demand will be a greater opportunity for Dada Group, and it also puts forward higher requirements. Dada Group, which performed outstandingly in the first quarter of this year, will continue to give full play to its professional advantages and continue to bring more empowerment to consumers and partners.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Straight flush</a>Finance (ths518), access more opportunities</strong></p><p><span></span><div><span>Editor in charge: jdm</span></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/usstock/20210702/c630643682.shtml\">飞象网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"DADA":"达达集团"},"source_url":"http://stock.10jqka.com.cn/usstock/20210702/c630643682.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2148873739","content_text":"在到家服务、即时零售等等新业态的刺激下，如今市场需求越发旺盛，达达集团作为中国领先的本地即时零售和配送平台不仅紧抓机遇，不断服务好广大消费者，还不断赋能合作伙伴，迈向了更高的发展台阶。　　达达集团发布的2021年第一季度业绩显示，2021年第一季度，达达集团营收为17亿元人民币，同比增长52%，超出指引上限，高于市场一致预期，两年复合增长率78%。其中，达达快送平台营收同比增长51%至9亿元人民币，京东到家平台营收同比增长53%至8亿元人民币，两年复合增长率近100%。　　业绩表现超预期，达达集团在2021年做到了“开门红”，达达集团创始人、董事会主席兼CEO蒯佳祺也表示：“达达将战略承接京东即时零售和即时配送业务，全面扩大与京东在全渠道领域的合作，向多场景、多品类扩展。我们将持续深耕即时零售与物流领域，推动行业加速迈向‘万千好物，即时可得’的微距电商时代。”　　就以如今需求越发旺盛的即时物流来说，达达集团旗下达达快送就保持着稳健脚步，不断做出新成绩。数据显示，达达快送为连锁品牌商家提供的即时配业务持续增长，一季度收入同比增长超过130%，主要获益于合作伙伴的扩大以及覆盖门店渗透率的持续提升。　　在今年3月份，达达快送已经与华润万家达成深度物流合作，约1300家华润万家门店的官方APP、小程序订单，以及来自京东到家的订单全面接入达达快送全心达服务。达达快送将根据华润万家旗下多业态门店需求，定制化混合运力模式和服务体系，保障其多渠道订单即时送达。　　当然，对于众多中小商家，达达快送的即时配业务也一直保持着稳健增长，平台持续开发新商户并维护已有商户，第一季度，完单的中小商户数量同比超翻倍。在落地配方面，达达快送则已经在超过2700个市区县中持续为物流公司提供稳定的配送支持。　　在该季度，达达快送与京东物流持续深化合作，基于众包骑手网络为其提供派件、揽件的全场景服务，帮助京东物流在可控的成本下削峰填谷，应对订单量波动挑战。　　值得一提的是，除了业务上的稳健增长，达达集团对于民生也一直保持高度关注。比如：双平台共同启动“春节不打烊”，全力保障用户、商家春节期间正常消费和配送，让年货订单也能1小时达;不断完善骑士的权益保障;京东到家专门成立适老化改造项目小组，积极推动APP适老化改造等等。　　市场需求不断释放，对于达达集团而言将是更大的机遇，也提出了更高的要求。在今年一季度表现突出的达达集团，接下来还将继续发挥专业优势，不断为消费者、合作伙伴带来更多的赋能。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：jdm","news_type":1,"symbols_score_info":{"DADA":1}},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156064341,"gmtCreate":1625186817384,"gmtModify":1703737868600,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156064341","repostId":"2148844722","repostType":2,"repost":{"id":"2148844722","kind":"news","pubTimestamp":1625123085,"share":"https://ttm.financial/m/news/2148844722?lang=en_US&edition=fundamental","pubTime":"2021-07-01 15:04","market":"us","language":"zh","title":"Focusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation","url":"https://stock-news.laohu8.com/highlight/detail?id=2148844722","media":"亿欧网","summary":"近日，记者从多个渠道获悉，“国民便利店”便利蜂和可口可乐重点客户管理集团达成了更深层次的合作，并升级为“全国战略合作伙伴关系”。对此，便利蜂方面予以了确认。据其详细介绍，便利蜂不仅会首次升级为可口可乐重点客户管理集团“重点客户组”的成员之一，还将成为双方“数字化”合作、新品合作的“前沿阵地”。去年年底的便利蜂合作伙伴供应商大会上，可口可乐重点客户管理集团还曾获得“2020年便利蜂创新合作伙伴奖”。","content":"<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13578560138/0\"/>Recently, the reporter learned from multiple channels that the \"National Convenience Store\" convenience bee and<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>The key customer management group has reached a deeper cooperation and upgraded it to a \"national strategic partnership\".</p><p>In this regard, Convenience Bee has confirmed it. According to its detailed introduction, Bianlifeng will not only be upgraded to one of the members of the \"Key Customer Group\" of Coca-Cola Key Customer Management Group for the first time, but will also become the \"frontier\" of \"digital\" cooperation and new product cooperation between the two parties. In the future, consumers across the country will see more diversified Coca-Cola products when they go to Bianlifeng stores.</p><p>The reporter learned that at the beginning of 2017, Convenience Bee cooperated with Coca-Cola's key customer management group. At the Convenience Bee Partner Supplier Conference at the end of last year, Coca-Cola Key Customer Management Group also won the \"2020 Convenience Bee Innovation Partner Award\". As far as Coca-Cola's key customer management group is concerned, Bianlifeng also has an increasingly important \"weight\".</p><p>Based on this, the two sides further deepened cooperation this time. \"I think this cooperation is a'milestone ''leap'.\" Xu Hongjing, general manager of Bianlifeng FMCG Department, told reporters, \"In addition to improving sales, we will cooperate with Coca-Cola on data, marketing and new product cooperation.\" All-round cooperation. \"</p><p>The information obtained by the reporter shows that the two sides will strengthen precision marketing cooperation and develop precision marketing cooperation products through sales analysis and consumer research.</p><p>As far as the development of the industry is concerned, under the consumption upgrade and retaliatory consumption trend in the post-epidemic era, Coca-Cola's key customer management group is also actively deepening cooperation in convenience store channels and further capturing future consumption trends, especially the consumption characteristics of young people.</p><p>In fact, despite the epidemic, the convenience store industry has still achieved \"counter-cyclical\" development. The \"2021 China Convenience Store Development Report\" jointly released by the China Chain Store and Franchise Association and KPMG shows that \"the epidemic has not had a major negative impact on the overall profitability of the industry. The sample companies'<span>GROSS PROFIT</span>25.8%, net profit 2.4%, both improved. \"</p><p>Lai Yang, executive vice president of Beijing Business Economics Association, also said earlier that convenience stores have become an important position for young people to \"plant grass\" and \"pull weeds\", and they are also a new window for brands and products to connect with \"Generation Z\". \"As these people become the main force of consumption, they will continue to lead new consumption trends\".</p><p>According to industry experts' analysis, more detailed and comprehensive cooperation between the two parties may also bring more \"expansion effects\" and \"observation samples\" to the convenience store industry. With the deepening of the cooperation between Convenience Bee and Coca-Cola, in the future, more brands may choose convenience store channels for in-depth expansion, and drive the \"cooperation upgrade\" of the entire industry.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727131/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727132/0\"/></article></body></html></p>","source":"tencent","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>Focusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation</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\">\nFocusing on channel advantages and digital operation capabilities, Coca-Cola and Bianlifeng reached a new strategic cooperation\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">亿欧网</strong><span class=\"h-time small\">2021-07-01 15:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13578560138/0\"/>Recently, the reporter learned from multiple channels that the \"National Convenience Store\" convenience bee and<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>The key customer management group has reached a deeper cooperation and upgraded it to a \"national strategic partnership\".</p><p>In this regard, Convenience Bee has confirmed it. According to its detailed introduction, Bianlifeng will not only be upgraded to one of the members of the \"Key Customer Group\" of Coca-Cola Key Customer Management Group for the first time, but will also become the \"frontier\" of \"digital\" cooperation and new product cooperation between the two parties. In the future, consumers across the country will see more diversified Coca-Cola products when they go to Bianlifeng stores.</p><p>The reporter learned that at the beginning of 2017, Convenience Bee cooperated with Coca-Cola's key customer management group. At the Convenience Bee Partner Supplier Conference at the end of last year, Coca-Cola Key Customer Management Group also won the \"2020 Convenience Bee Innovation Partner Award\". As far as Coca-Cola's key customer management group is concerned, Bianlifeng also has an increasingly important \"weight\".</p><p>Based on this, the two sides further deepened cooperation this time. \"I think this cooperation is a'milestone ''leap'.\" Xu Hongjing, general manager of Bianlifeng FMCG Department, told reporters, \"In addition to improving sales, we will cooperate with Coca-Cola on data, marketing and new product cooperation.\" All-round cooperation. \"</p><p>The information obtained by the reporter shows that the two sides will strengthen precision marketing cooperation and develop precision marketing cooperation products through sales analysis and consumer research.</p><p>As far as the development of the industry is concerned, under the consumption upgrade and retaliatory consumption trend in the post-epidemic era, Coca-Cola's key customer management group is also actively deepening cooperation in convenience store channels and further capturing future consumption trends, especially the consumption characteristics of young people.</p><p>In fact, despite the epidemic, the convenience store industry has still achieved \"counter-cyclical\" development. The \"2021 China Convenience Store Development Report\" jointly released by the China Chain Store and Franchise Association and KPMG shows that \"the epidemic has not had a major negative impact on the overall profitability of the industry. The sample companies'<span>GROSS PROFIT</span>25.8%, net profit 2.4%, both improved. \"</p><p>Lai Yang, executive vice president of Beijing Business Economics Association, also said earlier that convenience stores have become an important position for young people to \"plant grass\" and \"pull weeds\", and they are also a new window for brands and products to connect with \"Generation Z\". \"As these people become the main force of consumption, they will continue to lead new consumption trends\".</p><p>According to industry experts' analysis, more detailed and comprehensive cooperation between the two parties may also bring more \"expansion effects\" and \"observation samples\" to the convenience store industry. With the deepening of the cooperation between Convenience Bee and Coca-Cola, in the future, more brands may choose convenience store channels for in-depth expansion, and drive the \"cooperation upgrade\" of the entire industry.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727131/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13716727132/0\"/></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107011514387c1b2e65&s=b\">亿欧网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"KO":"可口可乐"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107011514387c1b2e65&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148844722","content_text":"近日，记者从多个渠道获悉，“国民便利店”便利蜂和可口可乐重点客户管理集团达成了更深层次的合作，并升级为“全国战略合作伙伴关系”。对此，便利蜂方面予以了确认。据其详细介绍，便利蜂不仅会首次升级为可口可乐重点客户管理集团“重点客户组”的成员之一，还将成为双方“数字化”合作、新品合作的“前沿阵地”。未来全国消费者前往便利蜂门店消费，也会看到更多元的可口可乐公司产品。记者了解到，2017年伊始，便利蜂就和可口可乐重点客户管理集团方面开展了合作。去年年底的便利蜂合作伙伴供应商大会上，可口可乐重点客户管理集团还曾获得“2020年便利蜂创新合作伙伴奖”。就可口可乐重点客户管理集团方面而言，便利蜂同样有越来越重要的“份量”。基于此，双方本次进一步深化了合作。“我认为，这次合作是一次‘里程碑式’的‘跨越’。”便利蜂快消商品部总经理徐红菁对记者表示，“除了提升销售这个层面，我们将和可口可乐方面就数据、营销、新品合作方面展开全方位的合作。”记者拿到的信息显示：双方会通过销售情况分析、消费者调研等，强化精准营销合作、开发精准营销合作产品等。就行业发展情况看，在消费升级、后疫时代的报复性消费趋势下，可口可乐重点客户管理集团方面也积极在便利店渠道深化合作，并进一步捕捉未来消费趋势，尤其是年轻人们的消费特点。事实上，虽然遭遇了疫情，但便利店行业仍实现了“逆周期”发展。中国连锁经营协会和毕马威联合发布的《2021年中国便利店发展报告》显示，“疫情并未对行业整体的盈利性造成较大负面影响，样本企业的毛利25.8%，净利2.4%，均有提升。”北京商业经济学会常务副会长赖阳此前也说，便利店已成为年轻人“种草”、“拔草”的重要阵地，更是品牌、产品连接“Z世代”的新窗口，“随着这部分人成为消费主力军，他们将不断引领新的消费趋势”。行业专家分析，双方更细、更全的合作，或将同样给便利店行业带来更多的“扩展效应”和“观察样本”。随着便利蜂和可口可乐合作的不断加深，未来，更多的品牌或将选择便利店渠道进行深入拓展，并带动全行业的“合作升级”。","news_type":1,"symbols_score_info":{"KO":1}},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803533194,"gmtCreate":1627446723818,"gmtModify":1703490145674,"author":{"id":"3565347485988843","authorId":"3565347485988843","name":"沃伦邹菲特","avatar":"https://static.tigerbbs.com/450aba14f5c3dc0f3de122a54e229dd0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3565347485988843","idStr":"3565347485988843"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803533194","repostId":"2153193628","repostType":2,"isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}