HCBICE personal page - To The Moon

HCBICE

HCBICE

No personal profile

539Follow

22Followers

0Topic

0Badge

2022-09-15

[财迷]

Sorry, the original content has been removed

2022-09-10

[财迷]

Sorry, the original content has been removed

2022-09-08

[财迷]

Sorry, the original content has been removed

2022-12-05

[财迷]

Sorry, the original content has been removed

2022-11-30

[财迷]

Sorry, the original content has been removed

2022-11-27

[财迷]

Sorry, the original content has been removed

2022-11-27

[财迷]

Sorry, the original content has been removed

2022-10-29

[财迷]

Sorry, the original content has been removed

2022-10-28

[财迷]

Sorry, the original content has been removed

2022-10-27

[财迷]

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3568697814695599","uuid":"3568697814695599","gmtCreate":1605620863794,"gmtModify":1611828000074,"name":"HCBICE","pinyin":"hcbice","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","hatId":"award-a6197a578fe7778e8d49a95ac425bcfc","hatName":"2024新年头像框-虎币抽奖","vip":1,"status":2,"fanSize":22,"headSize":539,"tweetSize":0,"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":5,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2021.12.22","exceedPercentage":"93.88%","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},{"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":"2021.12.21","exceedPercentage":"93.21%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":1,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":45,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":285636621844488,"gmtCreate":1710770294380,"gmtModify":1710770297482,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SOUN 20240322 8.0 PUT\">$SOUN 20240322 8.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SOUN 20240322 8.0 PUT\">$SOUN 20240322 8.0 PUT$ </a>&nbsp;","text":"$SOUN 20240322 8.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/b2aee64e5609c5b36b0c1641f6dfbc7c","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285636621844488","isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959669416,"gmtCreate":1672972115736,"gmtModify":1676538765006,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959669416","repostId":"2301129402","repostType":4,"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927620188,"gmtCreate":1672476429545,"gmtModify":1676538696027,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927620188","repostId":"2295318833","repostType":4,"isVote":1,"tweetType":1,"viewCount":3073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928409076,"gmtCreate":1671332462495,"gmtModify":1676538525422,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928409076","repostId":"1173145906","repostType":4,"repost":{"id":"1173145906","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671203311,"share":"https://ttm.financial/m/news/1173145906?lang=en_US&edition=fundamental","pubTime":"2022-12-16 23:08","market":"us","language":"zh","title":"New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell","url":"https://stock-news.laohu8.com/highlight/detail?id=1173145906","media":"老虎资讯综合","summary":"美股新能源车股走高，截至发稿，Nikola涨超10%，小鹏汽车涨超7%，理想汽车涨超4%，Lordstown Motors涨超3%。不过，特斯拉跌1.8%。","content":"<p><html><head></head><body>U.S. new energy vehicle stocks rose. As of press time, Nikola rose more than 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 4%, and Lordstown Motors rose more than 3%. However,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell 1.8%.</p><p><img src=\"https://static.tigerbbs.com/75a07af55c74528115518f4a5c07df47\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>New energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNew energy vehicle stocks rose, Nikola rose more than 10%, Tesla fell\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-16 23:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. new energy vehicle stocks rose. As of press time, Nikola rose more than 10%.<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Rose more than 7%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 4%, and Lordstown Motors rose more than 3%. However,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It fell 1.8%.</p><p><img src=\"https://static.tigerbbs.com/75a07af55c74528115518f4a5c07df47\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9a3e252cf47633203f1bca58d691ff6f","relate_stocks":{"XPEV":"小鹏汽车","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173145906","content_text":"美股新能源车股走高，截至发稿，Nikola涨超10%，小鹏汽车涨超7%，理想汽车涨超4%，Lordstown Motors涨超3%。不过，特斯拉跌1.8%。","news_type":1,"symbols_score_info":{"TSLA":0.9,"NKLA":0.9,"RIDE":0.9,"XPEV":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967923928,"gmtCreate":1670251756164,"gmtModify":1676538329674,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967923928","repostId":"1144881783","repostType":4,"isVote":1,"tweetType":1,"viewCount":3767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965062988,"gmtCreate":1669858547245,"gmtModify":1676538257856,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965062988","repostId":"2288613792","repostType":4,"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962875867,"gmtCreate":1669765876660,"gmtModify":1676538237555,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962875867","repostId":"2287507941","repostType":4,"repost":{"id":"2287507941","kind":"highlight","pubTimestamp":1669764127,"share":"https://ttm.financial/m/news/2287507941?lang=en_US&edition=fundamental","pubTime":"2022-11-30 07:22","market":"hk","language":"zh","title":"Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2287507941","media":"华尔街见闻","summary":"高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。","content":"<p><html><head></head><body>Goldman Sachs predicts that as inflation remains high, signs of economic recession become increasingly obvious, demand from multiple crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand. Tuesday, November 29th,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is forecast that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand.</p><p>Jeff Currie, global head of commodities at Goldman Sachs, said on Tuesday that a variety of factors led the bank to cut its oil price forecast in recent months:</p><p>First, the dollar. What is the definition of inflation? Too much money chasing too little merchandise. The second factor is Russian crude oil. Russia is working hard to bring its own crude oil to the market before the price cap takes effect on December 5. Currie said he was \"very optimistic\" about the medium-term oil outlook in 2023 and that Goldman Sachs would \"stick to its ground\" with a forecast of $110 a barrel for Brent next year.</p><p>This means that compared with the current price of about 85 US dollars per barrel, there is still nearly 30% room for oil prices to rise next year.</p><p><img src=\"https://static.tigerbbs.com/53a2f18b009821da60eeea7f4ad30f8c\" tg-width=\"1024\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, Currie also acknowledged that there is \"a lot of uncertainty\" ahead.</p><p>Brent crude oil futures prices soared after the outbreak of geopolitical conflicts in Eastern Europe in February this year, and remained above $110 for a long time from March to June, and reached above $120 many times. Then the price began to gradually decline.</p><p>OPEC agreed in early October to cut production by 2 million barrels per day starting in November. At that time, this move drew strong dissatisfaction from the United States, which had asked OPEC to maintain or even increase production to ease U.S. inflation and help the global economy recover.</p><p>OPEC + recently hinted that it may implement deeper production cuts to stimulate a recovery in crude oil prices.</p><p>On Monday, media reports said Saudi Arabia and other oil producers were considering announcing new production cuts at the upcoming OPEC + meeting amid a slowdown in global crude oil demand.</p><p>Earlier on Monday, the consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>According to a report, due to the recent sharp drop in international crude oil prices, OPEC + plans to \"seriously consider\" the possibility of introducing new production reduction measures at its next regular meeting in early December:</p><p>Given overall market conditions, OPEC will seriously consider new production cuts at its upcoming meeting, especially if crude oil prices fall well below current levels next week. Ultimately, the decision will depend on the trend of oil prices at the time of the OPEC + meeting and the extent of disruption EU sanctions will cause to the market. Last week, Saudi Arabia denied that OPEC + members would discuss the option of increasing production. Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC + was \"ready to intervene\" if it was needed to \"balance supply and demand\", further reducing supply.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year</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\">\nGoldman Sachs: It is expected that the probability of OPEC cutting crude oil production is very high, and oil prices will reach US $110 next year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-30 07:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs predicts that as inflation remains high, signs of economic recession become increasingly obvious, demand from multiple crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand. Tuesday, November 29th,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is forecast that as inflation remains high, signs of economic recession become increasingly obvious, demand from many crude oil importing countries plummets, and the European Union seeks to set a price cap on Russian crude oil, OPEC + is likely to take further measures to stop oil prices falling and try to balance market supply and demand.</p><p>Jeff Currie, global head of commodities at Goldman Sachs, said on Tuesday that a variety of factors led the bank to cut its oil price forecast in recent months:</p><p>First, the dollar. What is the definition of inflation? Too much money chasing too little merchandise. The second factor is Russian crude oil. Russia is working hard to bring its own crude oil to the market before the price cap takes effect on December 5. Currie said he was \"very optimistic\" about the medium-term oil outlook in 2023 and that Goldman Sachs would \"stick to its ground\" with a forecast of $110 a barrel for Brent next year.</p><p>This means that compared with the current price of about 85 US dollars per barrel, there is still nearly 30% room for oil prices to rise next year.</p><p><img src=\"https://static.tigerbbs.com/53a2f18b009821da60eeea7f4ad30f8c\" tg-width=\"1024\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, Currie also acknowledged that there is \"a lot of uncertainty\" ahead.</p><p>Brent crude oil futures prices soared after the outbreak of geopolitical conflicts in Eastern Europe in February this year, and remained above $110 for a long time from March to June, and reached above $120 many times. Then the price began to gradually decline.</p><p>OPEC agreed in early October to cut production by 2 million barrels per day starting in November. At that time, this move drew strong dissatisfaction from the United States, which had asked OPEC to maintain or even increase production to ease U.S. inflation and help the global economy recover.</p><p>OPEC + recently hinted that it may implement deeper production cuts to stimulate a recovery in crude oil prices.</p><p>On Monday, media reports said Saudi Arabia and other oil producers were considering announcing new production cuts at the upcoming OPEC + meeting amid a slowdown in global crude oil demand.</p><p>Earlier on Monday, the consulting firm<a href=\"https://laohu8.com/S/600697\">Eurasia Group</a>According to a report, due to the recent sharp drop in international crude oil prices, OPEC + plans to \"seriously consider\" the possibility of introducing new production reduction measures at its next regular meeting in early December:</p><p>Given overall market conditions, OPEC will seriously consider new production cuts at its upcoming meeting, especially if crude oil prices fall well below current levels next week. Ultimately, the decision will depend on the trend of oil prices at the time of the OPEC + meeting and the extent of disruption EU sanctions will cause to the market. Last week, Saudi Arabia denied that OPEC + members would discuss the option of increasing production. Saudi Energy Minister Prince Abdulaziz bin Salman said that OPEC + was \"ready to intervene\" if it was needed to \"balance supply and demand\", further reducing supply.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3676212\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4a666a090d4f1214e1749db962100a","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3676212","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287507941","content_text":"高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。11月29日周二，高盛预测，在通胀依然维持高位、经济衰退迹象越来越明显、多个原油进口国需求陡降以及欧盟寻求对俄罗斯原油制定价格上限之际，OPEC+极有可能采取进一步措施来阻止油价下跌并试图平衡市场供需。高盛全球大宗商品主管Jeff Currie周二表示，多种因素导致该行下调了近几个月的油价预测：首先是美元。通货膨胀的定义是什么？太多的钱追逐太少的商品。第二个因素俄罗斯原油，俄罗斯正在努力在12月5日的价格上限生效之前，把自己的原油推向市场。Currie表示，他对2023年的中期石油前景“非常乐观”，高盛将“坚持其立场”，对明年布伦特原油的预测为每桶110美元。这意味着，和当前大约85美元每桶的价格相比，明年油价还有近30%的上涨空间。然而，Currie也承认，未来存在“很多不确定性”。布伦特原油期货价格在今年2月份东欧地缘冲突爆发后飙涨，并在3月至6月长时间维持在110美元上方，并多次达到120美元上方。随后价格开始逐步走低。OPEC+在10月初同意，从11月开始，每天减产200万桶，当时这一举措招致美国的强烈不满，因为美国曾要求OPEC+维持产量甚至增产以缓解美国通胀，并帮助全球经济复苏。OPEC+最近暗示可能实施更大幅度的减产以刺激原油价格回升。周一，媒体报道称，在全球原油需求放缓的情况下，沙特和其他产油国考虑在即将召开的OPEC+会议上宣布新的减产措施。周一早些时候，咨询公司欧亚集团在一份报告中表示，因近期国际原油价格已出现大幅回落，OPEC+拟在12月初举行的下一次例会上“严肃地考虑”出台新减产措施的可能性：鉴于整体市场状况，OPEC+将在即将召开的会议上严肃地考虑新的减产措施，特别是如果原油价格在下周跌至远低于当前水平的情况下。最终，该决定将取决于OPEC+会议时油价的走势，以及欧盟制裁对市场造成的破坏程度。上周，沙特阿拉伯否认OPEC+成员国将讨论增产这一选项，沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼亲王表示，如果需要“平衡供需”，OPEC+“准备好进行干预”，进一步减少供应。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672840,"gmtCreate":1669531080481,"gmtModify":1676538205514,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672840","repostId":"1108771392","repostType":4,"isVote":1,"tweetType":1,"viewCount":4083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672304,"gmtCreate":1669531053308,"gmtModify":1676538205513,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672304","repostId":"1120274684","repostType":4,"isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969920996,"gmtCreate":1668321519115,"gmtModify":1676538041384,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969920996","repostId":"2283499039","repostType":4,"isVote":1,"tweetType":1,"viewCount":3286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987142457,"gmtCreate":1667863735579,"gmtModify":1676537974599,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987142457","repostId":"2281936076","repostType":4,"repost":{"id":"2281936076","kind":"highlight","pubTimestamp":1667862480,"share":"https://ttm.financial/m/news/2281936076?lang=en_US&edition=fundamental","pubTime":"2022-11-08 07:08","market":"hk","language":"zh","title":"Don't just focus on rate hike! Fed study finds real monetary tightening is much worse","url":"https://stock-news.laohu8.com/highlight/detail?id=2281936076","media":"华尔街见闻","summary":"旧金山联储研究发现，计入前瞻指引和缩表后，美联储紧缩的影响远超实际加息的水平，相当于截至今年9月，让政策利率升至5.25%以上。而9月联储加息后后的实际利率目标区间才不过3%到3.25%。","content":"<p><html><head></head><body>Abstract: San Francisco Fed research found that after taking into account forward-looking guidance and shrinking balance sheet, the impact of the Fed's tightening far exceeds the level of actual rate hike, which is equivalent to raising the policy rate to more than 5.25% as of September this year. The target range of real interest rates after the Fed's rate hike in September is only 3% to 3.25%. The Federal Reserve's own research shows that if you only focus on the rate hike that the outside world is most concerned about, you may underestimate the power of this round of tightening combination of the Federal Reserve.</p><p>On Monday, November 7, local time, the weekly economic research letter released by the San Francisco Fed pointed out that the Fed's monetary policy is not just to change the policy interest rate-the target level of the Federal Funds rate, but also to use forward-looking guidance and balance sheet policies.</p><p>The study found that after incorporating forward-looking guidance and reducing the balance sheet (shrinking balance sheet), recalculated measures related to Federal Funds rate show that,</p><p>\"Since the end of last year, the degree of monetary tightening by the Federal Reserve has far exceeded what Federal Funds rate would imply.\" The current financing tightening environment is similar to \"making the Federal Funds rate rise above 5.25% as of September this year\". The degree of tightening estimated by the above study significantly exceeds the actual rate hike level of the Federal Reserve. As of the end of September this year, after the Federal Reserve's third consecutive aggressive 75 basis points, Federal Funds rate's target range has only risen to 3% to 3.25%. Even at the high end of the range, it is more than 200 basis points different from the above-mentioned 5.25%.</p><p>The above study pointed out that although the Federal Reserve only raised its policy interest rate close to zero in March this year, the above interest rate indicators used in the study have rebounded to positive values in November last year, and have accelerated their rise since then. Public comments from Fed officials about the need to tighten currency had already pushed up the indicator months before the actual action started.</p><p>The Federal Reserve meeting just concluded last Wednesday decided to issue a fourth consecutive rate hike of 75 basis points, raising Federal Funds rate's target to 3.75% to 4%. The resolution statement released after the meeting hinted for the first time that the pace of rate hike may slow down, saying that the Federal Reserve Monetary Policy Committee FOMC will take into account the cumulative tightening of monetary policy and the lag of monetary policy in affecting the economy and inflation.</p><p>At the press conference after the meeting last Wednesday, Federal Reserve Chairman Jerome Powell said that it would slow down as soon as December this year, but at the same time pointed out that the peak of terminal interest rates, that is, interest rates, may be higher than the Fed's previous expectations, and believed that it was too early to discuss suspending rate hike. Compared with the speed of rate hike, it is more important how high interest rates rise and how long high interest rates last. In other words, the Fed's rate hike has entered a slower but higher and longer second phase.</p><p>From last Friday to the weekend, Fed officials spoke intensively, echoing Powell's statement, saying that there will be more rate hike, and the peak interest rate may exceed 5%. Although they believe that rate hike may be slowed down, they do not rule out the possibility of continued sharp rate hike next time.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don't just focus on rate hike! Fed study finds real monetary tightening is much worse</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\">\nDon't just focus on rate hike! Fed study finds real monetary tightening is much worse\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-08 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: San Francisco Fed research found that after taking into account forward-looking guidance and shrinking balance sheet, the impact of the Fed's tightening far exceeds the level of actual rate hike, which is equivalent to raising the policy rate to more than 5.25% as of September this year. The target range of real interest rates after the Fed's rate hike in September is only 3% to 3.25%. The Federal Reserve's own research shows that if you only focus on the rate hike that the outside world is most concerned about, you may underestimate the power of this round of tightening combination of the Federal Reserve.</p><p>On Monday, November 7, local time, the weekly economic research letter released by the San Francisco Fed pointed out that the Fed's monetary policy is not just to change the policy interest rate-the target level of the Federal Funds rate, but also to use forward-looking guidance and balance sheet policies.</p><p>The study found that after incorporating forward-looking guidance and reducing the balance sheet (shrinking balance sheet), recalculated measures related to Federal Funds rate show that,</p><p>\"Since the end of last year, the degree of monetary tightening by the Federal Reserve has far exceeded what Federal Funds rate would imply.\" The current financing tightening environment is similar to \"making the Federal Funds rate rise above 5.25% as of September this year\". The degree of tightening estimated by the above study significantly exceeds the actual rate hike level of the Federal Reserve. As of the end of September this year, after the Federal Reserve's third consecutive aggressive 75 basis points, Federal Funds rate's target range has only risen to 3% to 3.25%. Even at the high end of the range, it is more than 200 basis points different from the above-mentioned 5.25%.</p><p>The above study pointed out that although the Federal Reserve only raised its policy interest rate close to zero in March this year, the above interest rate indicators used in the study have rebounded to positive values in November last year, and have accelerated their rise since then. Public comments from Fed officials about the need to tighten currency had already pushed up the indicator months before the actual action started.</p><p>The Federal Reserve meeting just concluded last Wednesday decided to issue a fourth consecutive rate hike of 75 basis points, raising Federal Funds rate's target to 3.75% to 4%. The resolution statement released after the meeting hinted for the first time that the pace of rate hike may slow down, saying that the Federal Reserve Monetary Policy Committee FOMC will take into account the cumulative tightening of monetary policy and the lag of monetary policy in affecting the economy and inflation.</p><p>At the press conference after the meeting last Wednesday, Federal Reserve Chairman Jerome Powell said that it would slow down as soon as December this year, but at the same time pointed out that the peak of terminal interest rates, that is, interest rates, may be higher than the Fed's previous expectations, and believed that it was too early to discuss suspending rate hike. Compared with the speed of rate hike, it is more important how high interest rates rise and how long high interest rates last. In other words, the Fed's rate hike has entered a slower but higher and longer second phase.</p><p>From last Friday to the weekend, Fed officials spoke intensively, echoing Powell's statement, saying that there will be more rate hike, and the peak interest rate may exceed 5%. Although they believe that rate hike may be slowed down, they do not rule out the possibility of continued sharp rate hike next time.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674372\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/533d5ca551861ebfc3236179953d6330","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","BK4581":"高盛持仓","QID":"两倍做空纳斯达克指数ETF-ProShares",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","BK4534":"瑞士信贷持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","DXD":"两倍做空道琼30指数ETF-ProShares","QQQ":"纳指100ETF","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","DOG":"道指ETF-ProShares做空","BK4559":"巴菲特持仓","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","SDOW":"三倍做空道指30ETF-ProShares","OEF":"标普100指数ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","DJX":"1/100道琼斯"},"source_url":"https://wallstreetcn.com/articles/3674372","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281936076","content_text":"摘要：旧金山联储研究发现，计入前瞻指引和缩表后，美联储紧缩的影响远超实际加息的水平，相当于截至今年9月，让政策利率升至5.25%以上。而9月联储加息后后的实际利率目标区间才不过3%到3.25%。美联储自己的研究显示，如果只盯着外界最为关注的加息，可能小看了美联储这轮紧缩组合拳的威力。当地时间11月7日周一，旧金山联储发布的每周经济研究信指出，美联储的货币政策绝不只是改变政策利率——联邦基金利率的目标水平，还包括运用前瞻指引和资产负债表的政策。该研究发现，在纳入前瞻指引和缩减资产负债表（缩表）后，重新测算的联邦基金利率相关衡量指标显示，“去年年末以来，美联储的货币紧缩程度已经远超仅限于联邦基金利率会暗示的水平”。当前的融资紧缩环境类似于，“截至今年9月让联邦基金利率升至5.25%以上”。上述研究估算的紧缩程度明显超过美联储的实际加息水平。截至今年9月末，美联储连续第三次激进75个基点后，联邦基金利率的目标区间也才升至3%到3.25%，即使是区间的高端，也和以上提到的5.25%以上相差超过200个基点。上述研究指出，虽然美联储今年3月才上调接近于零的政策利率，但该研究采用的以上利率指标已经在去年11月就回升到正值，并且此后加快攀升。在真正开始行动的几个月前，联储官员有关需要收紧货币的公开评论就已经推升了该指标。上周三刚结束的美联储会议决定，连续第四次加息75个基点，将联邦基金利率的目标升至3.75%到4%。会后公布的决议声明首次暗示加息步伐可能放缓，称联储货币政策委员会FOMC将考虑到货币政策的累积收紧，以及货币政策影响经济和通胀有滞后性。上周三会后的新闻发布会上，美联储主席鲍威尔称最快今年12月放慢速度，但同时指出终端利率、即利率的峰值可能高于联储之前预期，认为现在讨论暂停加息为时过早，相比加息速度，利率升得多高、高利率持续多久更为重要。换言之，美联储加息进入了更慢但更高、更久的第二阶段。上周五到周末，美联储官员密集发声，呼应鲍威尔表态，称会有更多加息，利率峰值可能超过5%，虽然认为可能放慢加息，但不排除下一次继续大幅加息的可能。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"UDOW":0.6,"DOG":0.6,"IVV":0.6,"OEX":0.6,"DXD":0.6,"QID":0.6,"MNQmain":0.6,"UPRO":0.6,"SH":0.6,".DJI":1,"QQQ":0.6,"PSQ":0.6,".IXIC":1,"ESmain":0.6,"DJX":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"SPXU":0.6,"DDM":0.6,".SPX":0.6,"SDOW":0.6,"OEF":0.6,"NQmain":0.6,"SDS":0.6,"SPY":1,"QLD":0.6}},"isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987097869,"gmtCreate":1667777077252,"gmtModify":1676537960257,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987097869","repostId":"2281729691","repostType":4,"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984448638,"gmtCreate":1667719846324,"gmtModify":1676537955977,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984448638","repostId":"1179800507","repostType":4,"repost":{"id":"1179800507","kind":"news","pubTimestamp":1667704167,"share":"https://ttm.financial/m/news/1179800507?lang=en_US&edition=fundamental","pubTime":"2022-11-06 11:09","market":"sh","language":"zh","title":"Speak out for the first time after rate hike! Four senior Fed officials: More rate hike, the peak may exceed 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179800507","media":"华尔街见闻","summary":"加息步伐放缓，但利率峰值更高。在美联储11月升息后，美联储官员密集发声。官员们警告，必须继续加息才能遏制通胀，明年利率峰值有可能达到5%以上。里士满联储主席Thomas Barkin周五在接受采访时表","content":"<p><html><head></head><body>Rate hike is slowing, but interest rates are peaking higher. After the Federal Reserve raised interest rates in November, Fed officials spoke out intensively. Officials warned that rate hike must continue to curb inflation, with interest rates likely to peak above 5% next year.</p><p>Richmond Fed President Thomas Barkin said in an interview on Friday,<b>To bring inflation to target levels, the Fed needs to do everything necessary, which could push peak interest rates above 5%</b>：</p><p>I can totally imagine interest rates eventually exceeding 5%, but to me, this is not an established plan, but the result of our efforts to fight inflation. For his part, Minneapolis Fed President Neel Kashkari said the latest employment report showed \"very strong\" hiring, which could lead to \"higher\" interest rate peaks:</p><p>We have more work to do, hopefully, to cool the economy and bring demand and supply to a balance. In March and April this year, I predicted that interest rates would peak in September this year, and the final peak would be around 4.9%. Given the information available so far, I expect interest rates to rise even higher, and I don't have an answer as to how much higher. Chicago Fed President Charles Evans holds a similar view,<b>It expects the peak level of Fed interest rates to be \"slightly higher than\" the dot plot forecast in September.</b></p><p>Boston Fed President Susan Collins warned that it is too early to judge how high interest rates should be, and the possibility of another sharp rate hike cannot be ruled out:</p><p><b>As interest rates are currently at a restrictive level that may lead to a slowdown in economic growth, monetary policy is entering a new phase, and only a small interest rate adjustment may be required.</b>But the possibility of another big rate hike cannot be ruled out. The Federal Reserve issued its fourth consecutive 75 basis point rate hike this week, raising the federal benchmark interest rate to 3.75%-4%.</p><p>Federal Reserve Chairman Jerome Powell said at a subsequent press conference that the Federal Reserve will \"purposefully\" adjust interest rates to effective restrictions and will slow down the pace of rate hike as soon as December, but terminal interest rates may be higher than the Fed's expectations in September (4.6%).</p><p>As Powell did not give specific forecast data, the market is currently controversial about the peak interest rate of the Federal Reserve. Before the FOMC meeting, Wall Street's forecast for the peak interest rate of the Federal Reserve was around 5%. Investors are betting that the Fed will issue a 50 basis point rate hike in December and interest rates will peak at around 5.1% in mid-2023.</p><p>Jonathan Wright, a professor of economics at Johns Hopkins University, concluded that,<b>Considering that U.S. real interest rates are still close to zero or even negative, the Fed still has a long way to go to achieve the restrictive stance needed to control inflation.</b></p><p>After the FOMC meeting, Wall Street also adjusted the path of the Fed's interest rate hike to reflect the expectation of \"slower but higher\" interest rate hike.</p><p>Nomura now expects 50 basis points for the Fed's December rate hike (previously 75 basis points), 50 basis points for rate hike in February next year, 50 basis points for rate hike in March (previously 25 basis points), and 25 basis points for rate hike in May (previously not expected). Peak interest rates will be 25 basis points higher than previous forecasts,<b>It was raised to 5.50-5.75%.</b></p><p>In Nomura's view, the Fed's inflation battle is far from over, and there may be more sharp rate hike ahead. Powell's remarks at the press conference clearly pointed to hawkish positions.<b>The most important thing is that the Fed still intends to continue its rate hike, only at a slower pace.</b>Therefore, Nomura believes that this rate hike cycle will last longer and the peak interest rate will be at a higher level.</p><p>Lawrence Summers, former U.S. Treasury Secretary and President Emeritus of Harvard University, believes that given that the U.S. economy remains strong, the Federal Reserve may need to raise interest rates to 6% or higher to control inflation.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speak out for the first time after rate hike! Four senior Fed officials: More rate hike, the peak may exceed 5%</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\">\nSpeak out for the first time after rate hike! Four senior Fed officials: More rate hike, the peak may exceed 5%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-06 11:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Rate hike is slowing, but interest rates are peaking higher. After the Federal Reserve raised interest rates in November, Fed officials spoke out intensively. Officials warned that rate hike must continue to curb inflation, with interest rates likely to peak above 5% next year.</p><p>Richmond Fed President Thomas Barkin said in an interview on Friday,<b>To bring inflation to target levels, the Fed needs to do everything necessary, which could push peak interest rates above 5%</b>：</p><p>I can totally imagine interest rates eventually exceeding 5%, but to me, this is not an established plan, but the result of our efforts to fight inflation. For his part, Minneapolis Fed President Neel Kashkari said the latest employment report showed \"very strong\" hiring, which could lead to \"higher\" interest rate peaks:</p><p>We have more work to do, hopefully, to cool the economy and bring demand and supply to a balance. In March and April this year, I predicted that interest rates would peak in September this year, and the final peak would be around 4.9%. Given the information available so far, I expect interest rates to rise even higher, and I don't have an answer as to how much higher. Chicago Fed President Charles Evans holds a similar view,<b>It expects the peak level of Fed interest rates to be \"slightly higher than\" the dot plot forecast in September.</b></p><p>Boston Fed President Susan Collins warned that it is too early to judge how high interest rates should be, and the possibility of another sharp rate hike cannot be ruled out:</p><p><b>As interest rates are currently at a restrictive level that may lead to a slowdown in economic growth, monetary policy is entering a new phase, and only a small interest rate adjustment may be required.</b>But the possibility of another big rate hike cannot be ruled out. The Federal Reserve issued its fourth consecutive 75 basis point rate hike this week, raising the federal benchmark interest rate to 3.75%-4%.</p><p>Federal Reserve Chairman Jerome Powell said at a subsequent press conference that the Federal Reserve will \"purposefully\" adjust interest rates to effective restrictions and will slow down the pace of rate hike as soon as December, but terminal interest rates may be higher than the Fed's expectations in September (4.6%).</p><p>As Powell did not give specific forecast data, the market is currently controversial about the peak interest rate of the Federal Reserve. Before the FOMC meeting, Wall Street's forecast for the peak interest rate of the Federal Reserve was around 5%. Investors are betting that the Fed will issue a 50 basis point rate hike in December and interest rates will peak at around 5.1% in mid-2023.</p><p>Jonathan Wright, a professor of economics at Johns Hopkins University, concluded that,<b>Considering that U.S. real interest rates are still close to zero or even negative, the Fed still has a long way to go to achieve the restrictive stance needed to control inflation.</b></p><p>After the FOMC meeting, Wall Street also adjusted the path of the Fed's interest rate hike to reflect the expectation of \"slower but higher\" interest rate hike.</p><p>Nomura now expects 50 basis points for the Fed's December rate hike (previously 75 basis points), 50 basis points for rate hike in February next year, 50 basis points for rate hike in March (previously 25 basis points), and 25 basis points for rate hike in May (previously not expected). Peak interest rates will be 25 basis points higher than previous forecasts,<b>It was raised to 5.50-5.75%.</b></p><p>In Nomura's view, the Fed's inflation battle is far from over, and there may be more sharp rate hike ahead. Powell's remarks at the press conference clearly pointed to hawkish positions.<b>The most important thing is that the Fed still intends to continue its rate hike, only at a slower pace.</b>Therefore, Nomura believes that this rate hike cycle will last longer and the peak interest rate will be at a higher level.</p><p>Lawrence Summers, former U.S. Treasury Secretary and President Emeritus of Harvard University, believes that given that the U.S. economy remains strong, the Federal Reserve may need to raise interest rates to 6% or higher to control inflation.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3674217\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c7529fdbb41cb6b3c19bcb2904f4970","relate_stocks":{"BK4504":"桥水持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","UDOW":"三倍做多道指30ETF-ProShares","BK4581":"高盛持仓","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","DXD":"两倍做空道琼30指数ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3674217","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179800507","content_text":"加息步伐放缓，但利率峰值更高。在美联储11月升息后，美联储官员密集发声。官员们警告，必须继续加息才能遏制通胀，明年利率峰值有可能达到5%以上。里士满联储主席Thomas Barkin周五在接受采访时表示，为了将通胀降至目标水平，美联储需要采取一切必要措施，这可能将利率峰值推高至5%以上：我完全可以想象利率最终会超过5％，但对我来说，这不是一个既定的计划，而是我们为抗通胀所做努力的结果。明尼阿波利斯联储行长Neel Kashkari则表示，最新的就业报告显示招聘情况“非常强劲”，这可能导致利率峰值“更高”：我们还有更多工作要做，希望能够给经济降温，使需求和供应达到平衡。今年3、4月时我预测利率会在今年9月见顶，最终峰值在4.9%左右。鉴于目前所掌握的信息，我预计利率会升到更高，至于会高多少，我也没有答案。芝加哥联储行长Charles Evans也持类似观点，其预计美联储利率峰值水平“将略高于” 9月的点阵图预测。波士顿联储主席Susan Collins则警告，现在判断利率应该达到多高还为时尚早，不能排除再进行一次大幅加息的可能性：由于利率目前处于可能导致经济增长减速的限制性水平，所以货币政策正在进入一个新的阶段，可能只需要进行较小幅度的利率调整。但不能排除再进行一次大幅加息的可能性。美联储本周连续第四次加息75个基点，将联邦基准利率上调至3.75％—4％。美联储主席鲍威尔在随后的记者会上表示，美联储将“有目的性地”调整利率至有效的限制性，最快将在12月放慢加息步伐，但是终端利率可能会高于9月时美联储的预期（4.6%）。由于鲍威尔没有给出具体预测数据，市场目前对美联储利率峰值存在争议。在FOMC会议前，华尔街对于美联储利率峰值的预测水平为5%左右。投资者押注美联储将在12月加息50个基点，利率则将在2023年年中达到5.1%左右的峰值。约翰霍普金斯大学经济学教授Jonathan Wright总结认为，考虑到美国实际利率依然接近于零，甚至仍为负值，美联储实现控制通胀所需的限制性立场还有很长的路要走。在FOMC会议后，华尔街也对美联储升息路径进行了调整，以反映“更慢但更高”的升息预期。野村现在预计美联储12月加息50个基点（此前为75个基点），明年2月加息50个基点，3月加息50个基点（此前为25个基点），5月加息25个基点（此前没有做出预期）。利率峰值将比之前的预测高出25个基点，上调至了5.50-5.75%。在野村看来，美联储的通胀斗争远未结束，可能还会有更多的大幅加息。鲍威尔在新闻发布会上的言论十分明确地指向鹰派立场，重中之重是美联储仍然打算继续加息，只是步伐有所放缓。因此，野村认为此轮加息周期将持续更长时间，利率峰值将处于更高水平。美国前财政部长、哈佛大学名誉校长Lawrence Summers则认为，鉴于美国经济依然强劲，美联储可能需要将利率提高至6%或更高，以控制通胀。","news_type":1,"symbols_score_info":{"UDOW":0.9,"QID":0.9,".IXIC":0.9,"NQmain":0.9,"QQQ":0.9,"TQQQ":0.9,"PSQ":0.9,"SDS":0.9,"MNQmain":0.9,"SPY":0.9,".SPX":0.9,"DXD":0.9,"SDOW":0.9,"SQQQ":0.9,".DJI":0.9,"IVV":0.9}},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985677835,"gmtCreate":1667390676228,"gmtModify":1676537909910,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985677835","repostId":"1118573646","repostType":4,"repost":{"id":"1118573646","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1667385131,"share":"https://ttm.financial/m/news/1118573646?lang=en_US&edition=fundamental","pubTime":"2022-11-02 18:32","market":"us","language":"zh","title":"CVS Health Q3 revenue of $81.2 billion, adjusted EPS better than expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1118573646","media":"老虎资讯综合","summary":"11月2日，CVS健康发布2022年第三季度业绩。财报显示，第三季度营收812亿美元，市场预期767.51亿美元，去年同期737.9亿美元；净亏损34.09亿美元，市场预期净利润22.76亿美元，去年","content":"<p><html><head></head><body>November 2,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Release Third Quarter 2022 Results. The financial report shows that revenue in the third quarter was US $81.2 billion, market expectations were US $76.751 billion, and US $73.79 billion in the same period last year; The net loss was US $3.409 billion, the market expected a net profit of US $2.276 billion, and a net profit of US $1.598 billion in the same period last year; Loss per share was US $2.6, market expectations for earnings per share of US $1.71, and earnings per share of US $1.2 in the same period last year; Adjusted earnings per share were $2.09, compared with market expectations of $1.99.</p><p>Third-quarter results contained a pre-tax charge of $5.2 billion related to opioid-related claims.</p><p>Raised its 2022 adjusted EPS guidance range to $8.55-$8.65 from $8.4-$8.6.</p><p>Revised its 2022 GAAP guidance range for diluted earnings per share from $7.23-$7.43 to $3.12-$3.22.</p><p>Raised its operating cash flow guidance range for the full year 2022 from $12.5 billion-$13.5 billion to $13.5 billion.</p><p>After the financial report was released, CVS Health rose more than 5% before the market.</p><p><img src=\"https://static.tigerbbs.com/333f4f9a74e39fca7bbda879f43663c7\" tg-width=\"902\" tg-height=\"836\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CVS Health Q3 revenue of $81.2 billion, adjusted EPS better than expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCVS Health Q3 revenue of $81.2 billion, adjusted EPS better than expected\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-11-02 18:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>November 2,<a href=\"https://laohu8.com/S/CVS\">CVS Health</a>Release Third Quarter 2022 Results. The financial report shows that revenue in the third quarter was US $81.2 billion, market expectations were US $76.751 billion, and US $73.79 billion in the same period last year; The net loss was US $3.409 billion, the market expected a net profit of US $2.276 billion, and a net profit of US $1.598 billion in the same period last year; Loss per share was US $2.6, market expectations for earnings per share of US $1.71, and earnings per share of US $1.2 in the same period last year; Adjusted earnings per share were $2.09, compared with market expectations of $1.99.</p><p>Third-quarter results contained a pre-tax charge of $5.2 billion related to opioid-related claims.</p><p>Raised its 2022 adjusted EPS guidance range to $8.55-$8.65 from $8.4-$8.6.</p><p>Revised its 2022 GAAP guidance range for diluted earnings per share from $7.23-$7.43 to $3.12-$3.22.</p><p>Raised its operating cash flow guidance range for the full year 2022 from $12.5 billion-$13.5 billion to $13.5 billion.</p><p>After the financial report was released, CVS Health rose more than 5% before the market.</p><p><img src=\"https://static.tigerbbs.com/333f4f9a74e39fca7bbda879f43663c7\" tg-width=\"902\" tg-height=\"836\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"CVS":"西维斯健康"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118573646","content_text":"11月2日，CVS健康发布2022年第三季度业绩。财报显示，第三季度营收812亿美元，市场预期767.51亿美元，去年同期737.9亿美元；净亏损34.09亿美元，市场预期净利润22.76亿美元，去年同期净利润15.98亿美元；每股亏损2.6美元，市场预期每股收益1.71美元，去年同期每股收益1.2美元；调整后每股盈利2.09美元，市场预期为1.99美元。第三季度业绩包含与阿片类药物相关索赔有关的52亿美元的税前费用。将2022年调整后每股收益指引范围从8.4-8.6美元上调至8.55-8.65美元。将2022年GAAP摊薄每股收益指引范围从7.23-7.43美元修订为3.12-3.22美元。将2022年全年的运营现金流指引范围从125亿-135亿美元上调至135亿-145亿美元。财报发布后，CVS健康盘前涨超5%。","news_type":1,"symbols_score_info":{"CVS":0.9}},"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985677943,"gmtCreate":1667390648482,"gmtModify":1676537909902,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985677943","repostId":"2280301361","repostType":4,"repost":{"id":"2280301361","kind":"highlight","pubTimestamp":1667387914,"share":"https://ttm.financial/m/news/2280301361?lang=en_US&edition=fundamental","pubTime":"2022-11-02 19:18","market":"us","language":"zh","title":"Nio, which has stopped production again, is so fragile","url":"https://stock-news.laohu8.com/highlight/detail?id=2280301361","media":"华尔街见闻","summary":"供应链之殤。","content":"<p><html><head></head><body><b>The tragedy of the supply chain.</b>Li Bin, who was born in his birth year, seems to have been having trouble. Production capacity and supply chain issues have been constraining from the beginning to the end of the year<a href=\"https://laohu8.com/S/NIO\">Nio</a>。</p><p>After experiencing the suspension of vehicle production in April, Wall Street News learned that affected by the epidemic,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Two factories in Hefei have recently suspended production one after another, resulting in a general slowdown in the delivery of their models.</p><p>In this regard,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The side said on November 2 that the news was true.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>The investor relations department also responded to investors that the epidemic has affected the supply chain, and the delivery cycle of new cars has indeed been significantly lengthened.</p><p>In particular, the suspension of operation of the F2 factory in Nio, which was officially put into production in September, has a great impact on Nio's overall delivery. At present, the factory mainly produces ET5, which is a model that Nio Chairman Li Bin has high hopes for. It was originally planned to deliver over 10,000 yuan per month in December.</p><p>Judging from the specific delivery data of Nio in September and October, the situation is not optimistic. Delivery data released by Nio on November 1 showed that it delivered 10,059 vehicles in October, a year-on-year increase of 174.3%, but a month-on-month decrease of 7.53% compared with 10,878 vehicles in September.</p><p>From 221 ET5 vehicles delivered in September, it only increased to 1,030 vehicles in October, which is far from the goal of delivering over 10,000 vehicles.</p><p>Li Bin made a bold statement in September, and in the next few months, Nio's delivery volume will break records every month. And after learning the lessons of the previous epidemic, the impact of the epidemic on the supply chain is relatively controllable. Unexpectedly, the slap in the face came so fast.</p><p>In fact, this isn't the first time Nio has discontinued production. In April, Nio announced in its official APP that it would suspend the suspension of vehicle production. The reason is that since mid-March, Nio's parts and components have been cut off due to the epidemic and have not been restored.</p><p>Nio mainly attributed these two shutdowns to the epidemic, but during the same period, other new forces or traditional car companies did not experience such a large-scale shutdown of vehicles.</p><p>Every epidemic will have an impact on Nio's delivery, reflecting that the supply chain management of this new car-making star company is very fragile.</p><p>In the Nio community, some consumers bluntly said that six cars cannot sell one car. It is conceivable how bad Nio's supply chain management is, and the epidemic cannot always be used as an excuse.</p><p>The decline in delivery data in October once again exposed Nio's problems.</p><p>Nio has always adopted a pure OEM model, and most parts are purchased from a single supplier. Coupled with Nio's high-end positioning, there are few raw material suppliers to choose from, and it is difficult to find qualified alternative suppliers. In August last year, Nio's deliveries plummeted due to supply problems with Bosch ESP chips.</p><p>Although since then, in terms of power batteries, although Li Bin has tried to increase secondary and tertiary supplies, and even self-made chips and batteries, to solve his shortcomings in the supply chain and increase production capacity. But none of this can solve the fragility of Nio's supply chain in the short term.<a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It is also pointed out that the supply chain is the key to Nio's production capacity ramp-up in the fourth quarter of this year.</p><p>Although Li Bin emphasized at the second quarter performance meeting that the key issues to be solved next include the supply chain, the current situation is not optimistic.</p><p>Li Bin also expressed in the Nio community on November 1 that he hoped that the production of complete vehicles and parts would return to normal in November and orders would be delivered as soon as possible.</p><p>In the medium and long term, if the supply chain problems remain unresolved, it will directly affect Nio's life and death. At present, the competition in the electric vehicle market is becoming increasingly fierce. New forces and traditional players are bringing their flagship products to the market, and Nio is at risk of falling behind at any time.</p><p>Compared with July, the delivery of Nio, XPeng and Ideal has obviously lagged behind. In the new force delivery list in October, GAC Aian ranked first with more than 30,000 deliveries, followed by Nezha, Huawei Wenjie and Jikrypton, with deliveries all exceeding 10,000. \"Wei Xiaoli\" has been left behind.</p><p>In the next two months, the market competition was fierce. Even industry leaders<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>They all officially announced price cuts at the end of last month, trying to boost sales in the remaining two months of this year, which shows the fierce competition in the market. In<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, brands such as Ford Electric Horse also followed suit in price cuts. The industry expects that new forces will not be allowed to increase promotional discounts to seek sales.</p><p>For new forces, the fourth quarter is an important stage in this year's delivery sprint. Whether it is digesting orders in hand or obtaining new orders through discounts, they need to work harder.</p><p>Nio, which has encountered production capacity problems again, is already burning. This new car-making force, which was on the verge of bankruptcy four years ago, relied on users to bring it into Nasdaq, and it was difficult to rely on the \"rice circle\" to save itself. It can only improve supply chain management and ensure delivery to win the favor of more consumers.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio, which has stopped production again, is so fragile</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\">\nNio, which has stopped production again, is so fragile\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-02 19:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The tragedy of the supply chain.</b>Li Bin, who was born in his birth year, seems to have been having trouble. Production capacity and supply chain issues have been constraining from the beginning to the end of the year<a href=\"https://laohu8.com/S/NIO\">Nio</a>。</p><p>After experiencing the suspension of vehicle production in April, Wall Street News learned that affected by the epidemic,<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Two factories in Hefei have recently suspended production one after another, resulting in a general slowdown in the delivery of their models.</p><p>In this regard,<a href=\"https://laohu8.com/S/NIO\">Nio</a>The side said on November 2 that the news was true.<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>The investor relations department also responded to investors that the epidemic has affected the supply chain, and the delivery cycle of new cars has indeed been significantly lengthened.</p><p>In particular, the suspension of operation of the F2 factory in Nio, which was officially put into production in September, has a great impact on Nio's overall delivery. At present, the factory mainly produces ET5, which is a model that Nio Chairman Li Bin has high hopes for. It was originally planned to deliver over 10,000 yuan per month in December.</p><p>Judging from the specific delivery data of Nio in September and October, the situation is not optimistic. Delivery data released by Nio on November 1 showed that it delivered 10,059 vehicles in October, a year-on-year increase of 174.3%, but a month-on-month decrease of 7.53% compared with 10,878 vehicles in September.</p><p>From 221 ET5 vehicles delivered in September, it only increased to 1,030 vehicles in October, which is far from the goal of delivering over 10,000 vehicles.</p><p>Li Bin made a bold statement in September, and in the next few months, Nio's delivery volume will break records every month. And after learning the lessons of the previous epidemic, the impact of the epidemic on the supply chain is relatively controllable. Unexpectedly, the slap in the face came so fast.</p><p>In fact, this isn't the first time Nio has discontinued production. In April, Nio announced in its official APP that it would suspend the suspension of vehicle production. The reason is that since mid-March, Nio's parts and components have been cut off due to the epidemic and have not been restored.</p><p>Nio mainly attributed these two shutdowns to the epidemic, but during the same period, other new forces or traditional car companies did not experience such a large-scale shutdown of vehicles.</p><p>Every epidemic will have an impact on Nio's delivery, reflecting that the supply chain management of this new car-making star company is very fragile.</p><p>In the Nio community, some consumers bluntly said that six cars cannot sell one car. It is conceivable how bad Nio's supply chain management is, and the epidemic cannot always be used as an excuse.</p><p>The decline in delivery data in October once again exposed Nio's problems.</p><p>Nio has always adopted a pure OEM model, and most parts are purchased from a single supplier. Coupled with Nio's high-end positioning, there are few raw material suppliers to choose from, and it is difficult to find qualified alternative suppliers. In August last year, Nio's deliveries plummeted due to supply problems with Bosch ESP chips.</p><p>Although since then, in terms of power batteries, although Li Bin has tried to increase secondary and tertiary supplies, and even self-made chips and batteries, to solve his shortcomings in the supply chain and increase production capacity. But none of this can solve the fragility of Nio's supply chain in the short term.<a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It is also pointed out that the supply chain is the key to Nio's production capacity ramp-up in the fourth quarter of this year.</p><p>Although Li Bin emphasized at the second quarter performance meeting that the key issues to be solved next include the supply chain, the current situation is not optimistic.</p><p>Li Bin also expressed in the Nio community on November 1 that he hoped that the production of complete vehicles and parts would return to normal in November and orders would be delivered as soon as possible.</p><p>In the medium and long term, if the supply chain problems remain unresolved, it will directly affect Nio's life and death. At present, the competition in the electric vehicle market is becoming increasingly fierce. New forces and traditional players are bringing their flagship products to the market, and Nio is at risk of falling behind at any time.</p><p>Compared with July, the delivery of Nio, XPeng and Ideal has obviously lagged behind. In the new force delivery list in October, GAC Aian ranked first with more than 30,000 deliveries, followed by Nezha, Huawei Wenjie and Jikrypton, with deliveries all exceeding 10,000. \"Wei Xiaoli\" has been left behind.</p><p>In the next two months, the market competition was fierce. Even industry leaders<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>They all officially announced price cuts at the end of last month, trying to boost sales in the remaining two months of this year, which shows the fierce competition in the market. In<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>After that, brands such as Ford Electric Horse also followed suit in price cuts. The industry expects that new forces will not be allowed to increase promotional discounts to seek sales.</p><p>For new forces, the fourth quarter is an important stage in this year's delivery sprint. Whether it is digesting orders in hand or obtaining new orders through discounts, they need to work harder.</p><p>Nio, which has encountered production capacity problems again, is already burning. This new car-making force, which was on the verge of bankruptcy four years ago, relied on users to bring it into Nasdaq, and it was difficult to rely on the \"rice circle\" to save itself. It can only improve supply chain management and ensure delivery to win the favor of more consumers.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3673930\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d48c6cc7f66b7ad8ad13a247c0ffba0f","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4099":"汽车制造商","BK1119":"汽车制造商","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4574":"无人驾驶","BK4509":"腾讯概念","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","NIO":"蔚来","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4526":"热门中概股"},"source_url":"https://wallstreetcn.com/articles/3673930","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280301361","content_text":"供应链之殤。本命年的李斌似乎一直不太顺。产能和供应链的问题从年头到年尾，一直掣肘着蔚来。在经历了4月的整车停产后，华尔街见闻获悉，受到疫情影响，蔚来位于合肥的两座工厂近期相继停产，并导致旗下车型交付普遍放缓。对此，蔚来方面于11月2日表示，消息属实。蔚来投资者关系部门也回应投资者称，疫情影响到了供应链，新车的交付周期确实大幅拉长。尤其是蔚来9月才正式投产的F2工厂暂停运转，对蔚来整体交付影响很大。目前，该工厂主要生产的是ET5，这是蔚来董事长李斌寄予厚望的车型，原本计划要在12月月交付过万。从蔚来9、10月的具体交付数据看，情况并不乐观。蔚来11月1日公布的交付数据显示，其在10月交付汽车10059辆，同比增长174.3%，但相比9月时的10878辆，环比下滑7.53%。ET5从9月时交付221辆，仅提升至10月的1030辆，离交付过万的目标有很大的距离。李斌在9月放出豪言，接下来几个月，蔚来交付量每个月都会打破纪录。并且经过此前疫情的教训后，疫情对供应链的影响相对可控。没想到，打脸来得如此之快。事实上，这不是蔚来第一次停产了。4月份，蔚来就在其官方APP里宣布暂停整车停产，原因是从3月中旬起，蔚来的零部件受疫情影响开始断供，并一直未恢复。蔚来将这两次停产都主要归为疫情原因，但同期，其他各家新势力或传统车企，并没有出现如此大面积的整车停产。每次疫情都会对蔚来的交付造成影响，折射的是这家造车新势力明星公司的供应链管理，非常脆弱。在蔚来社区里，有消费者直言，6款车卖不过人家一款车，可以想见蔚来的供应链管理多糟糕，不能总是把疫情当借口。10月交付数据的下滑，将蔚来的问题再次暴露了出来。蔚来一直采用的是纯代工模式，并且零部件大部分采购自单一的供应商。加上蔚来定位高端，能够选择的原材料供应商很少，很难找到合格的替代供应商。去年8月，蔚来就因为博世ESP芯片供应问题，导致交付量暴跌。虽然此后在动力电池上，虽然李斌试图增加二供、三供，甚至是自造芯片、电池，来解决自身在供应链上的短板，增加产能。但这均不能解决蔚来短期内供应链的脆弱。光大证券也指出，供应链是蔚来今年四季度产能爬坡的关键。虽然李斌在二季度业绩会上曾强调，接下来要解决的重点问题就包括供应链这一项，但目前情况不容乐观。李斌11月1日也在蔚来社区里表示，希望11月整车和零部件生产能恢复正常，早日交付订单。中长期来看，供应链的问题如果一直未能解决，将直接影响蔚来的生死存亡。眼下电动车市场上竞争愈发激烈，新势力、传统玩家都在把自己拳头产品推向市场，蔚来随时有掉队的风险。相比7月，眼下蔚来和小鹏、理想的交付已经明显掉队。在10月新势力交付榜单里，广汽埃安以超3万辆的交付排在榜首，紧随其后的是哪吒、华为问界和极氪，交付量均过万，“蔚小理”已经被甩在了身后。而接下来的两个月市场竞争激烈。连行业龙头特斯拉都在上个月底官宣降价，试图在今年剩下的两个月里冲销量，可见市场里的竞争激烈程度。在特斯拉之后，福特电马等品牌也跟随降价，业内预期，接下来新势力们也不得加大促销优惠求销量。对于新势力来说，四季度是今年交付冲刺的重要阶段，无论是消化在手订单，还是通过优惠获取新订单，都需要加把劲。再次遇到产能问题的蔚来，已然火烧眉毛。这家四年前一度濒临破产，靠着用户抬进纳斯达克的造车新势力，很难再靠“饭圈”拯救自己了。它只能提升供应链管理、保障交付来赢得更多消费者青睐。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"09866":1,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985677014,"gmtCreate":1667390637338,"gmtModify":1676537909894,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985677014","repostId":"2280016933","repostType":4,"repost":{"id":"2280016933","kind":"news","pubTimestamp":1667388859,"share":"https://ttm.financial/m/news/2280016933?lang=en_US&edition=fundamental","pubTime":"2022-11-02 19:34","market":"us","language":"zh","title":"Goldman Sachs CEO: Global markets will be more balanced in the next few quarters, and trading may recover next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2280016933","media":"智通财经","summary":"高盛首席执行官David Solomon表示，随着公司证券产品发行者和投资者逐渐适应更为严峻的环境，明年的交易活动可能会反弹。Solomon周三表示，资本市场“高度依赖信心”，市场参与者和资产配置者需","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CEO David Solomon said trading activity could rebound next year as issuers and investors of the company's securities products gradually adapt to a tougher environment. Solomon said Wednesday that capital markets are \"highly dependent on confidence\" and that market participants and asset allocators need time to adjust to the \"new reality\" of high interest rates, liquidity tightening and slowing growth. Solomon said that this situation may last \"two to four quarters, possibly six quarters.\"</p><p>\"We're in the middle of that, and I expect the next few quarters to be more balanced,\" Solomon said.Tightening policies by major central banks have hit financial markets hard so far this year, prompting investment banking clients to delay stock and bond sales, waiting for investors to show a more positive attitude.</p><p>\"As we enter 2023, we will begin to have a clear understanding of the trajectory of capital markets. Although issuers and investors have different valuations and costs of capital, they will'meet again ',\" he said.</p><p>UBS Chairman Colm Kelleher said at the same event that the revised valuation of P/E in the U.S. market has become more attractive, especially in consumer healthcare and certain commodities. \"If you look at the next nine months, you will see that the expected rate of return is actually quite attractive,\" he said.</p><p>Kelleher said that while central bankers are struggling to find the right balance between interest rates and economic growth, they will keep inflation under control and there will be bright spots in investment. He pointed out that people are waiting for certainty about where the market is headed, rather than a \"capitulation trade\". \"We have record levels of cash in our global wealth management accounts,\" Kelleher said.</p><p></body></html></p>","source":"stock_zhitongcaijing","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>Goldman Sachs CEO: Global markets will be more balanced in the next few quarters, and trading may recover next year</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\">\nGoldman Sachs CEO: Global markets will be more balanced in the next few quarters, and trading may recover next year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-02 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>CEO David Solomon said trading activity could rebound next year as issuers and investors of the company's securities products gradually adapt to a tougher environment. Solomon said Wednesday that capital markets are \"highly dependent on confidence\" and that market participants and asset allocators need time to adjust to the \"new reality\" of high interest rates, liquidity tightening and slowing growth. Solomon said that this situation may last \"two to four quarters, possibly six quarters.\"</p><p>\"We're in the middle of that, and I expect the next few quarters to be more balanced,\" Solomon said.Tightening policies by major central banks have hit financial markets hard so far this year, prompting investment banking clients to delay stock and bond sales, waiting for investors to show a more positive attitude.</p><p>\"As we enter 2023, we will begin to have a clear understanding of the trajectory of capital markets. Although issuers and investors have different valuations and costs of capital, they will'meet again ',\" he said.</p><p>UBS Chairman Colm Kelleher said at the same event that the revised valuation of P/E in the U.S. market has become more attractive, especially in consumer healthcare and certain commodities. \"If you look at the next nine months, you will see that the expected rate of return is actually quite attractive,\" he said.</p><p>Kelleher said that while central bankers are struggling to find the right balance between interest rates and economic growth, they will keep inflation under control and there will be bright spots in investment. He pointed out that people are waiting for certainty about where the market is headed, rather than a \"capitulation trade\". \"We have record levels of cash in our global wealth management accounts,\" Kelleher said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/822088.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"GS":"高盛"},"source_url":"http://www.zhitongcaijing.com/content/detail/822088.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280016933","content_text":"高盛首席执行官David Solomon表示，随着公司证券产品发行者和投资者逐渐适应更为严峻的环境，明年的交易活动可能会反弹。Solomon周三表示，资本市场“高度依赖信心”，市场参与者和资产配置者需要时间来适应高利率、流动性收紧和增长放缓的“新现实”。Solomon称，这种情况可能会持续“两到四个季度，也有可能是六个季度”。Solomon表示:“我们正处于这一过程中，我预计未来几个季度将更加平衡。”今年以来，各大央行的紧缩政策给金融市场带来了沉重打击，促使投资银行客户推迟了股票和债券的销售，等待投资者表现出更积极的态度。他表示：“随着我们进入2023年，我们将开始对资本市场的轨迹有一个清晰的理解。尽管发行者和投资者的估值和资本成本不同，但它们将‘再次相遇’。”瑞银董事长Colm Kelleher在同一场活动上称，美国市场市盈率修正后的估值变得更具吸引力，特别是在消费医疗保健和某些大宗商品领域。他称:“如果你看一下未来9个月的情况，你会发现预期回报率实际上相当诱人。”Kelleher表示，尽管央行官员们正努力在利率和经济增长之间找到合适的平衡点，但他们将控制住通胀，投资领域也会有亮点。他指出，人们在等待市场走向的确定性，而不是“投降交易”。Kelleher称：“我们的全球财富管理账户中有创纪录水平的现金。”","news_type":1,"symbols_score_info":{"GS":1}},"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985036922,"gmtCreate":1667266457666,"gmtModify":1676537887775,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985036922","repostId":"1111924597","repostType":4,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986706447,"gmtCreate":1667010246689,"gmtModify":1676537849298,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986706447","repostId":"1164149013","repostType":4,"repost":{"id":"1164149013","kind":"news","pubTimestamp":1667006208,"share":"https://ttm.financial/m/news/1164149013?lang=en_US&edition=fundamental","pubTime":"2022-10-29 09:16","market":"hk","language":"zh","title":"The third quarterly report of public offering reveals the trend of position adjustment, which layouts will warm up before the market","url":"https://stock-news.laohu8.com/highlight/detail?id=1164149013","media":"第一财经","summary":"三季度基金经理们都买了啥？2022年公募基金三季报已基本披露完毕，多位明星基金经理的调仓布局情况和投资展望也浮出水面。对于A股震荡下跌的分化行情，基金经理做出了哪些调整？在市场迷茫之际，又有哪些板块具","content":"<p><div>What did fund managers buy in the third quarter? The third quarterly report of public funds in 2022 has been basically disclosed, and the position adjustment layout and investment prospects of many star fund managers have also surfaced. What adjustments have the fund manager made to the differentiated market of A-shares fluctuating and falling? When the market is confused, which sectors are attractive for investment? At the same time, after combing the data of multiple third-quarter reports, the reporter found that the management scale of many equity fund managers has shrunk significantly, perhaps due to the performance drag. For example, the management scale of China Europe Fund Gulen, E Fund Zhang Kun, and Invesco Great Wall Liu Yanchun all fell by more than 10 billion yuan at the end of the third quarter. Still...</p><p><a href=\"https://www.yicai.com/news/101577160.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The third quarterly report of public offering reveals the trend of position adjustment, which layouts will warm up before the market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe third quarterly report of public offering reveals the trend of position adjustment, which layouts will warm up before the market\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2022-10-29 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>What did fund managers buy in the third quarter? The third quarterly report of public funds in 2022 has been basically disclosed, and the position adjustment layout and investment prospects of many star fund managers have also surfaced. What adjustments have the fund manager made to the differentiated market of A-shares fluctuating and falling? When the market is confused, which sectors are attractive for investment? At the same time, after combing the data of multiple third-quarter reports, the reporter found that the management scale of many equity fund managers has shrunk significantly, perhaps due to the performance drag. For example, the management scale of China Europe Fund Gulen, E Fund Zhang Kun, and Invesco Great Wall Liu Yanchun all fell by more than 10 billion yuan at the end of the third quarter. Still...</p><p><a href=\"https://www.yicai.com/news/101577160.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101577160.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{},"source_url":"https://www.yicai.com/news/101577160.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164149013","content_text":"三季度基金经理们都买了啥？2022年公募基金三季报已基本披露完毕，多位明星基金经理的调仓布局情况和投资展望也浮出水面。对于A股震荡下跌的分化行情，基金经理做出了哪些调整？在市场迷茫之际，又有哪些板块具有投资吸引力？与此同时，记者梳理多份三季报数据后发现，或许受业绩拖累，多位权益类基金经理的管理规模大幅缩水。例如中欧基金葛兰、易方达基金张坤、景顺长城刘彦春的三季度末管理规模均下滑超过100亿元。不过，站在当前时点，有多位基金经理表示，A股市场虽然受各种负面因素冲击呈现反复寻底的态势，但市场经历大幅下跌后，提供了对长期投资者有吸引力的出价，当前环境下价值股的性价比较高。贵州茅台蝉联第一大重仓股数据显示，截至10月28日，公募基金2022年三季报披露已经基本落下帷幕，9月末市场前十大基金重仓股也随之揭晓。其中，贵州茅台仍以1769亿元的的基金持股总市值，为公募基金头号重仓股；宁德时代则以1097亿元紧随其后。从基金配置情况来看，三季度末将上述2只个股纳入重仓持股范畴的基金数量分别为2067只、1542只。与二季报数据不同的是，泸州老窖取代隆基绿能，成为公募基金第三大重仓股，迈瑞医疗、亿纬锂能分别被增持1264万股、2268万股，晋升十大基金重仓股行列。而药明康德在二季度被减持1.04亿股后，三季度继续被减持9742万股后，基金持仓排位从前十大落至第13位；东方财富则被减持5.89亿股，基金持仓从二季度的第八位降至三季度的第19位。从行业角度而言，白酒类个股依旧占据重要地位，在前十大重仓股中占比最高，获得四个席位。除了贵州茅台稳居首位、泸州老窖为第三位，五粮液、山西汾酒分列第四、第六位。不过，值得注意的是，上述四只白酒股在三季度被重仓基金合计减持1711万股。Wind资讯数据显示，与此前二季度末相比，三季度末持股数增加逾1亿股的基金重仓股共有36只，其中有色金属及银行板块是加仓的重点，分别被加仓10亿股、8亿股；被减持超过1亿股的个股数量为21只，其中，汽车行业个股遭遇明显减持，例如，长城汽车、吉利汽车、长安汽车分别被减持1.89亿股、1.32亿股、1.06亿股。整体而言，截至三季度末，以申万一级行业为基准，在公募基金重仓股中，电力设备、食品饮料、医药生物、电子、有色金属等五大行业的基金持股总市值最高，被重仓的个股数量分别为193只、73只、281只、98只。从前五十大重仓股来看，食品饮料、电力设备、医药生物等行业个股是重仓的主要标的。另一方面，三季度以来，陆股通资金最为青睐的三大行业是电力设备、医药生物、有色金属，分别净流入55.25亿元、50.3亿元、49.66亿元；主要净流出银行、建筑材料和家用电器，分别净流出218.61亿元、68.98亿元、50.34亿元。另据数据显示，截至2022年三季度末，北向资金持股市值占陆股通总持股比例最高的三个行业是食品饮料、电力设备及新能源、医药，分别为15.59%、14.32%、8.36%。医药板块仍具吸引力三季度，A股市场重回震荡走势，医药生物板块出现了较大调整，相关主题基金也“损失惨重”。作为业内知名的医药基金经理之一，中欧基金明星基金经理葛兰管理的产品净值明显受到不利影响。基金三季度调仓轨迹显示，葛兰在三季度对股票仓位进行了小幅减仓动作。例如，她管理的中欧医疗创新、中欧医疗健康三季度末的股票仓位环比分别调低了2.98和2.37个百分点，但仍保持85%以上的仓位。以规模最大的中欧医疗健康A为例，据该基金的前十大重仓股数据显示，葛兰在三季度分别加仓爱尔眼科32.07%、凯莱英39.69%、恒瑞医药97.52%，小幅减持了迈瑞医疗、通策医疗和片仔癀。另一位公募医药行业明星基金经理赵蓓也有同样举动。以其管理规模最大的工银瑞信前沿医疗A为例，她在三季度小幅下调了该产品的股票仓位至85.93%。其重仓股数据显示，赵蓓在三季度加仓了爱尔眼科100%、凯莱英37.31%，同时还增持了同仁堂30.68%、九洲药业13.7%。与此同时，在三季度重仓股中加大对医药等行业配置的还有多位明星基金经理。例如，易方达基金的张坤在其管理规模最大的易方达蓝筹精选中就加仓了药明生物100.74%；景顺长城基金的刘彦春则在景顺长城鼎益中加仓爱尔眼科29.92%。“三季度，受内外部环境影响，市场情绪较为脆弱，医药生物板块整体出现了较大调整。”葛兰在季报中表示，从基本面角度来看，尽管面临着疫情的扰动，但总体来看医药生物板块延续了二季度末的恢复趋势。在葛兰看来，宏观环境短期仍有不确定性，但行业面对相关不确定性扰动的准备也更加充分，预计四季度仍将是震荡恢复的趋势。长期来看，医药行业的增长逻辑没有发生根本性的变化。创新是行业成长最为重要的驱动力。“整体而言，我们依然看好医药生物板块的中长期投资机会，但短期市场波动难以避免”。葛兰如是说。赵蓓认为，今年以来医药行业也经历了港股和美股创新药板块的下跌引起投资者对一级市场投融资进而对创新药企研发投入和CXO行业订单的担忧，经历了地缘政治因素影响CXO企业海外订单的担忧，经历了疫情对消费行业景气度负面冲击的担忧，总体也呈现了巨大的波动性。在具体的投资方向上，赵蓓表示，会选择顺应产业发展方向的细分领域。“三季度我们在细分领域的布局上做了一些均衡，四季度会延续均衡的思路，依然布局在估值相对合理的中药、消费医疗、CXO、器械等方向。”新能源热度不减在经历前期的大幅反弹后，新能源行业在三季度跟随市场指数大幅回调。在今年第三季度，中证新能源指数下跌20.07%，大幅跑输上证指数9.06%，也跑输创业板综指4.28%。作为最为热门的行业之一，新能源在三季报的调仓换股中多有体现。例如，睿远基金的傅鹏博管理的睿远成长价值A季报数据显示，其在三季度对于跌幅较大的新能源和光伏板块，逆势增加了布局。数据显示，该基金对宁德时代、金博股份、通威股份等电池和光伏个股进行增持，增持幅度分别为302.71%、86.44%、13.46%。其中，宁德时代首次跃升进该基金前十大重仓股行列，成为其第二大重仓股。而中欧基金的周蔚文三季度降低了电子、医药的配置。他管理的中欧时代先锋A三季报数据显示，其对宁德时代、晶澳科技、隆基绿能进行了小幅减仓。而上述三只个股在二季度均被其加仓。建信基金的陶灿则把建信新能源A的股票仓位由92.39%下调至86.39%，维持中性仓位期间，其超配能源金属、海上风电、大储和锂电制造板块，增持中矿资源、TCL中环、中天科技、亨通光电。“展望四季度，海外加息所依据的数据能否出现拐点，国内疫情和经济冲击的边际变化是我们关注的焦点。”傅鹏博表示。对于新能源板块出现的技术迭代、竞争格局变化、公司核心壁垒的消长，傅鹏博表示会保持紧密跟踪，“今年传统能源的表现突出，这是短暂的‘复兴’还是较长时间的‘景气’，也会进行动态评估。”他表示。安信新能源主题A基金经理陈思表示，仍然对新能源行业的长期发展抱有信心，当前估值下不必再过度悲观。“站在长期的产业视角，电动车在全球仍处于加速渗透的阶段，中国企业在全球具备明显的竞争优势，很多优秀公司的估值已经进入值得重点布局的区间。”陈思表示，储能是新能源板块内景气度最高的细分领域。在能源转型和能源通胀的大背景下，中、美、欧三地同时面临可再生能源占比提升及能源价格居高不下的困境，储能是解决新能源发电不稳定的必要手段。但她也认为，储能行业内公司的竞争优势和竞争格局尚未清晰，需要仔细地筛选。对于光伏行业，陶灿表示，海外需求受益于能源紧张维持高景气，原材料成本压力尚未根本缓解，后续随着硅料产能释放，国内地面电站需求有望得到改善；风电行业招标量超预期，但装机需求疲软，海上风电地方政府出台的政策力度较大，发展趋势较为乐观。“以买房的心态来投资股票”三季度的市场持续震荡下跌，沪深300指数下跌15.16%，上证指数下跌11.01%，创业板指数下跌18.56%。香港市场同样下跌，恒生指数下跌21.21%，恒生中国企业指数下跌22.86%。市场表现不佳，相关基金产品的业绩自然也深受影响。或受业绩连累，多位知名基金经理的管理规模有所下滑。例如，葛兰在三季度末的管理规模为875.46亿元，较之二季度末缩水了142亿元。另外，易方达基金张坤、景顺长城刘彦春、兴证全球基金谢治宇均在三季度缩水超过100亿元。对于三季度行情表现，张坤表示，市场充斥着各种各样的担忧：各地疫情反复、地产销售的下滑、人民币汇率等等，似乎每个因素都会对企业的近期经营业绩产生影响。然而，对于中远期（比如三五年后）企业的经营情况，投资者似乎不太关心。在他看来，从现金流折现角度，企业的最大部分价值通常来自远期的永续部分。长期来看，国人的勤奋和智慧毋庸多言，只要走出疫情的阴霾，市场经济充分发挥作用，各行各业都会产生优秀企业家领导的优秀企业，助力中国经济的崛起。张坤直言，投资者如果以买房的心态来投资股票，包括细致的基本面分析（大量调研楼盘）、重仓买入（投入大量资金）、长期持有（不因为短期房价波动而进行交易），可能效果会好得多。“在理性的世界中，股票交易量是不会很高的，在实际世界中，股票投资者却经常对短暂且无关紧要的日常信息做出反应。但实际上，市场先生是来服务投资者的，而不是来指导投资者的。”张坤说。刘彦春同样认为，短期事件冲击带来的更多是投资机会。他表示，“近几年，短期因素对市场干扰较多。疫情反复，国际关系错综复杂，实体经济和股票市场都受到了较大影响。我们始终认为决定公司市值的是企业全生命周期可以为股东创造的价值。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986186374,"gmtCreate":1666913704899,"gmtModify":1676537828473,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986186374","repostId":"2278017007","repostType":4,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988451731,"gmtCreate":1666826339123,"gmtModify":1676537810873,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3568697814695599","authorIdStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988451731","repostId":"1184955376","repostType":4,"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9934329064,"gmtCreate":1663199194958,"gmtModify":1676537223949,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934329064","repostId":"2267524387","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936484484,"gmtCreate":1662804164548,"gmtModify":1676537144076,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936484484","repostId":"2266389129","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938890847,"gmtCreate":1662593013789,"gmtModify":1676537093690,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938890847","repostId":"2265889423","repostType":4,"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967923928,"gmtCreate":1670251756164,"gmtModify":1676538329674,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967923928","repostId":"1144881783","repostType":4,"isVote":1,"tweetType":1,"viewCount":3767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962875867,"gmtCreate":1669765876660,"gmtModify":1676538237555,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962875867","repostId":"2287507941","repostType":4,"isVote":1,"tweetType":1,"viewCount":3944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672840,"gmtCreate":1669531080481,"gmtModify":1676538205514,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672840","repostId":"1108771392","repostType":4,"isVote":1,"tweetType":1,"viewCount":4083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966672304,"gmtCreate":1669531053308,"gmtModify":1676538205513,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966672304","repostId":"1120274684","repostType":4,"isVote":1,"tweetType":1,"viewCount":4018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986706447,"gmtCreate":1667010246689,"gmtModify":1676537849298,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986706447","repostId":"1164149013","repostType":4,"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986186374,"gmtCreate":1666913704899,"gmtModify":1676537828473,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986186374","repostId":"2278017007","repostType":4,"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988451731,"gmtCreate":1666826339123,"gmtModify":1676537810873,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3568697814695599","idStr":"3568697814695599"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988451731","repostId":"1184955376","repostType":4,"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}