Gnehnusee personal page - To The Moon

Gnehnusee

Gnehnusee

No personal profile

392Follow

2Followers

0Topic

0Badge

2021-02-12

crypto is future

Sorry, the original content has been removed

2021-02-10

TSM！

Apple partners with TSMC to develop ultra-advanced displays - Nikkei

2021-02-09

yeah

Sorry, the original content has been removed

2021-02-03

OMG

Sorry, the original content has been removed

2021-06-18

?

Gold, can you bargain the bottom now?

2021-06-16

?

Sorry, the original content has been removed

2021-06-11

woah

[Change] Retail group stocks Clover Health and Game Station both exceed 10%

2021-05-29

destint

Sorry, the original content has been removed

2021-05-16

hi

Tianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3572057606547842","uuid":"3572057606547842","gmtCreate":1609989659381,"gmtModify":1612234254314,"name":"Gnehnusee","pinyin":"gnehnusee","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":392,"tweetSize":99,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.25","exceedPercentage":"60.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":162901991,"gmtCreate":1624029814813,"gmtModify":1703827161585,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162901991","repostId":"1166548417","repostType":4,"repost":{"id":"1166548417","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624028501,"share":"https://ttm.financial/m/news/1166548417?lang=en_US&edition=fundamental","pubTime":"2021-06-18 23:01","market":"fut","language":"zh","title":"Gold, can you bargain the bottom now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166548417","media":"格隆汇投资学苑","summary":"流动性拐点来了\n\n1848年1月，颇有手艺的木匠马歇尔在现今加州首府萨克拉门托北边为他的老板建造锯木厂，在检查锯木厂水道时，看见河床内有一些闪亮的光点，是纯度高达23K的金片。马歇尔发现黄金的消息很快","content":"<p>In January 1848, Marshall, a skilled carpenter, was building a sawmill for his boss north of what is now Sacramento, California. When he inspected the sawmill waterway, he saw some shiny spots of gold with a purity of up to 23 karat in the riverbed. News of Marshall's discovery of gold quickly leaked and soon reached nearby San Francisco.</p><p><img src=\"https://static.tigerbbs.com/2e3086e99a9d8cc5468b5f8d6031329a\" tg-width=\"593\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>In March 1848, it was reported by a newspaper and set off a craze. By June of that year, almost three-quarters of San Francisco's residents had gone to Northern California to search for gold, and the whole of San Francisco was almost an empty city. Since then, news has spread from the United States to the world, and the gold rush has attracted more people to join.</p><p>At the time, then-President Jackson was struggling to eliminate the effects of the decade-long Great Recession, which began in 1837. With the emergence of the gold rush, the gold production in the United States began to soar. From 1851 to 1855, the gold production in the United States reached 45% of the world's total production, the circulation of gold increased greatly, and the financial securities industry developed rapidly. The San Francisco Stock Exchange quickly became the second largest stock exchange in the United States after the New York Stock Exchange.</p><p>This is the story of the American gold rush, which also stabilized the American economy at that time.</p><p><b>1. Why it plunged</b></p><p>Why is gold so sought after from ancient times to the present? Marx exposed the essence in Critique of Political Economy: gold and silver are naturally not currency, but currency is naturally gold and silver.</p><p>In the past two days, due to a much-anticipated meeting, the natural gold of the currency is cranking.</p><p>In the early hours of Thursday morning, after two days of meeting, the Federal Reserve announced its latest interest rate decision: keeping the benchmark interest rate unchanged in the range of 0%-0.25%, in line with expectations. The Fed dot plot shows two rate hike by the end of 2023. Meanwhile, the Federal Reserve raised its economic forecast for 2021 and sharply raised its inflation forecast for this year.</p><p>After the announcement of the FOMC decision, the most violent reaction was gold. COMEX gold futures plunged 4.7% on the 2nd, hitting a new low since the end of April this year.</p><p><img src=\"https://static.tigerbbs.com/f4f59aaedbd79fabcbebe118ea0bf700\" tg-width=\"830\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p>After the year, this wave of gold rebounded all the way from the lowest point of $1,677 in March to $1,919. The underlying logic supported the global inflation expectation under the background of continuous water release, which led to the decline of real interest rates and supported the upward trend of gold prices. In the United States, for example, CPI rose 5% year-on-year after a seasonal adjustment in May, the largest year-on-year increase since August 2008.</p><p>However, after the interest rate meeting of the Federal Reserve, the logic of gold rising in the early stage suffered much damage.</p><p>For the inflation outlook, the Federal Reserve is a little cowardly. The original read as follows: We do not rule out the possibility that prices continue to rise; Not ruling out the possibility that inflation will last longer than expected and contribute to the rise in expectations; If we see inflation expectations rise, contrary to our base case, we will take action to bring inflation down.</p><p>Before, I took the trouble to appease the market: Don't worry, inflation is temporary. But last night it was revealed that future inflation may be higher and more persistent than we expected, and to prepare policy for previous \"miscalculations\".</p><p>On the issue of bond purchases, Powell's exact words were: If progress continues, plans to scale back will be considered at the next meeting. According to the plan, the next meeting is in July. If the economy continues to recover, will tapering also have to arrange it!</p><p>The interest rate meeting also gave a faster rate hike pace:</p><p><img src=\"https://static.tigerbbs.com/3f308b03859c0a365f904272d110f9fd\" tg-width=\"830\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>Separately, the Fed also adjusted the excess reserve rate from 0.1% to 0.15% and the overnight reverse repo rate from 0% to 0.05%.</p><p>In short, the Federal Reserve said the U-turn of monetary policy extremely tactfully, and made a lot of cover-ups on this issue, but the market's reaction was more real, and it was determined that the Fed's monetary policy would turn around. The market expects the inflection point of the dollar to come, and the real interest rate is expected to rise. This is the underlying logic of gold's sharp plunge.</p><p><b>2. What do you think of the future?</b></p><p>First, let's take a look at the two pricing logics of gold.</p><p>Historically, gold has served as \"inflation-resistant\" hard currency. Inflation, gold up, deflation, gold down. Gold, like the stock market, is a trading expectation.</p><p>When the market expects inflation to increase, the price of gold will go up. If the final data proves that inflation is not large or even reasonable, then the price of gold will fall back. Moreover, the market expects deflation and gold will fall. When deflation is priced in by the market, there is a slight expectation of inflation recovery, and gold will be pulled up immediately.</p><p>Another big factor that determines the medium and long-term trend of gold is the nominal interest rate, which is called opportunity cost. Gold rises when nominal interest rates are low, i.e. opportunity costs are low, and vice versa. This is similar to another pair of seesaw-the stock market and the bond market.</p><p>The combination of the two factors, that is, the real interest rate is the only logic of the medium and long-term movement of absolute gold prices. Logically, in the short term, it is necessary to add hedging functions, such as sudden geopolitics.</p><p><img src=\"https://static.tigerbbs.com/f504e3431540948d72e73ffad7dcf821\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p><p>Here's a formula: real interest rate = nominal interest rate-inflation.</p><p>When the nominal interest rate falls (good for gold) and inflation falls faster than the former (bad for gold), the real interest rate rises relatively, then the two combine to point to the decline of gold.</p><p>The Federal Reserve's interest rate meeting conveyed an obvious signal: the expected inflection point of US dollar liquidity has come, which leads to the expected real interest rate rising, which puts significant pressure on the price of gold. In the future, inflation in the United States will continue to rise, and the Federal Reserve has a high probability of turning to monetary policy in a way that exceeds expectations. If it evolves according to this, it means that gold may not have fallen in place yet, and investors who are doing more bargain hunting at present need to be very cautious.</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>Gold, can you bargain the bottom now?</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\">\nGold, can you bargain the bottom now?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-18 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In January 1848, Marshall, a skilled carpenter, was building a sawmill for his boss north of what is now Sacramento, California. When he inspected the sawmill waterway, he saw some shiny spots of gold with a purity of up to 23 karat in the riverbed. News of Marshall's discovery of gold quickly leaked and soon reached nearby San Francisco.</p><p><img src=\"https://static.tigerbbs.com/2e3086e99a9d8cc5468b5f8d6031329a\" tg-width=\"593\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>In March 1848, it was reported by a newspaper and set off a craze. By June of that year, almost three-quarters of San Francisco's residents had gone to Northern California to search for gold, and the whole of San Francisco was almost an empty city. Since then, news has spread from the United States to the world, and the gold rush has attracted more people to join.</p><p>At the time, then-President Jackson was struggling to eliminate the effects of the decade-long Great Recession, which began in 1837. With the emergence of the gold rush, the gold production in the United States began to soar. From 1851 to 1855, the gold production in the United States reached 45% of the world's total production, the circulation of gold increased greatly, and the financial securities industry developed rapidly. The San Francisco Stock Exchange quickly became the second largest stock exchange in the United States after the New York Stock Exchange.</p><p>This is the story of the American gold rush, which also stabilized the American economy at that time.</p><p><b>1. Why it plunged</b></p><p>Why is gold so sought after from ancient times to the present? Marx exposed the essence in Critique of Political Economy: gold and silver are naturally not currency, but currency is naturally gold and silver.</p><p>In the past two days, due to a much-anticipated meeting, the natural gold of the currency is cranking.</p><p>In the early hours of Thursday morning, after two days of meeting, the Federal Reserve announced its latest interest rate decision: keeping the benchmark interest rate unchanged in the range of 0%-0.25%, in line with expectations. The Fed dot plot shows two rate hike by the end of 2023. Meanwhile, the Federal Reserve raised its economic forecast for 2021 and sharply raised its inflation forecast for this year.</p><p>After the announcement of the FOMC decision, the most violent reaction was gold. COMEX gold futures plunged 4.7% on the 2nd, hitting a new low since the end of April this year.</p><p><img src=\"https://static.tigerbbs.com/f4f59aaedbd79fabcbebe118ea0bf700\" tg-width=\"830\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p>After the year, this wave of gold rebounded all the way from the lowest point of $1,677 in March to $1,919. The underlying logic supported the global inflation expectation under the background of continuous water release, which led to the decline of real interest rates and supported the upward trend of gold prices. In the United States, for example, CPI rose 5% year-on-year after a seasonal adjustment in May, the largest year-on-year increase since August 2008.</p><p>However, after the interest rate meeting of the Federal Reserve, the logic of gold rising in the early stage suffered much damage.</p><p>For the inflation outlook, the Federal Reserve is a little cowardly. The original read as follows: We do not rule out the possibility that prices continue to rise; Not ruling out the possibility that inflation will last longer than expected and contribute to the rise in expectations; If we see inflation expectations rise, contrary to our base case, we will take action to bring inflation down.</p><p>Before, I took the trouble to appease the market: Don't worry, inflation is temporary. But last night it was revealed that future inflation may be higher and more persistent than we expected, and to prepare policy for previous \"miscalculations\".</p><p>On the issue of bond purchases, Powell's exact words were: If progress continues, plans to scale back will be considered at the next meeting. According to the plan, the next meeting is in July. If the economy continues to recover, will tapering also have to arrange it!</p><p>The interest rate meeting also gave a faster rate hike pace:</p><p><img src=\"https://static.tigerbbs.com/3f308b03859c0a365f904272d110f9fd\" tg-width=\"830\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>Separately, the Fed also adjusted the excess reserve rate from 0.1% to 0.15% and the overnight reverse repo rate from 0% to 0.05%.</p><p>In short, the Federal Reserve said the U-turn of monetary policy extremely tactfully, and made a lot of cover-ups on this issue, but the market's reaction was more real, and it was determined that the Fed's monetary policy would turn around. The market expects the inflection point of the dollar to come, and the real interest rate is expected to rise. This is the underlying logic of gold's sharp plunge.</p><p><b>2. What do you think of the future?</b></p><p>First, let's take a look at the two pricing logics of gold.</p><p>Historically, gold has served as \"inflation-resistant\" hard currency. Inflation, gold up, deflation, gold down. Gold, like the stock market, is a trading expectation.</p><p>When the market expects inflation to increase, the price of gold will go up. If the final data proves that inflation is not large or even reasonable, then the price of gold will fall back. Moreover, the market expects deflation and gold will fall. When deflation is priced in by the market, there is a slight expectation of inflation recovery, and gold will be pulled up immediately.</p><p>Another big factor that determines the medium and long-term trend of gold is the nominal interest rate, which is called opportunity cost. Gold rises when nominal interest rates are low, i.e. opportunity costs are low, and vice versa. This is similar to another pair of seesaw-the stock market and the bond market.</p><p>The combination of the two factors, that is, the real interest rate is the only logic of the medium and long-term movement of absolute gold prices. Logically, in the short term, it is necessary to add hedging functions, such as sudden geopolitics.</p><p><img src=\"https://static.tigerbbs.com/f504e3431540948d72e73ffad7dcf821\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p><p>Here's a formula: real interest rate = nominal interest rate-inflation.</p><p>When the nominal interest rate falls (good for gold) and inflation falls faster than the former (bad for gold), the real interest rate rises relatively, then the two combine to point to the decline of gold.</p><p>The Federal Reserve's interest rate meeting conveyed an obvious signal: the expected inflection point of US dollar liquidity has come, which leads to the expected real interest rate rising, which puts significant pressure on the price of gold. In the future, inflation in the United States will continue to rise, and the Federal Reserve has a high probability of turning to monetary policy in a way that exceeds expectations. If it evolves according to this, it means that gold may not have fallen in place yet, and investors who are doing more bargain hunting at present need to be very cautious.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166548417","content_text":"流动性拐点来了\n\n1848年1月，颇有手艺的木匠马歇尔在现今加州首府萨克拉门托北边为他的老板建造锯木厂，在检查锯木厂水道时，看见河床内有一些闪亮的光点，是纯度高达23K的金片。马歇尔发现黄金的消息很快泄露，不久传到附近的旧金山。\n\n1848年3月，被一家报纸报道后掀起热潮，到了当年6月，差不多3/4的旧金山居民都奔赴北加州淘金，整个旧金山几乎成为空城。此后，消息又从美国传向世界，淘金热吸引了更多人的加入。\n当时，时任美国总统杰克逊正在为消除始于1837年的十年经济大衰退影响而焦头烂额。淘金热的出现，使得美国的黄金产量开始飙升，1851-1855年间，美国黄金产量达世界总产量的45%，黄金流通量大增，金融证券业快速发展，旧金山证券交易所迅速成为仅次于纽交所的美国第二大证券交易所。\n这就是美国淘金热的故事，也稳定了彼时的美国经济。\n1.缘何暴跌\n为什么黄金从古到今如此受追捧，马克思在《政治经济学批判》中一语道破了本质：金银天然不是货币，但货币天然是金银。\n最近两天，由于一场万众瞩目的会议，天然是货币的黄金风声鹤唳。\n周四凌晨，美联储经过两天的会议之后，公布最新利率决议：维持基准利率在0%-0.25%区间不变，符合预期。美联储点阵图显示，到2023年底将实现两次加息。同时，美联储上调了2021年的经济预期，并大幅上调了今年的通胀预期。\nFOMC决策公布后，反应最为剧烈的就是黄金，COMEX黄金期货2日重挫4.7%，创今年4月底以来的新低。\n\n年后这波黄金从3月份最低点1677美元一路反弹至1919美元，底层逻辑支撑的就是不断放水背景下推升全球通胀预期，导致实际利率下滑，支撑金价上行。以美国为例，5月CPI经季节性调整后同比增长5%，创2008年8月以来最大同比增幅。\n不过，美联储议息会议后，前期黄金上涨的逻辑遭受了不小破坏。\n对于通胀前景问题，美联储有点认怂。原文如下：我们不排除价格继续上涨的可能性；不排除通货膨胀会比预期持续更长时间的可能性，并助长预期上升；如果看到通胀预期上升，与我们的基本情况相反，我们将采取行动降低通胀。\n而在此前不厌其烦的安抚市场：别担心，通胀是暂时的。但昨晚却透露了未来通胀可能会比我们预期的更高更持久，并为此前的“误判”做好政策准备。\n对于购债问题，鲍威尔的原话是：如果进展继续，将在接下来的会议上考虑缩减规模的计划。按照计划，下一次会议是7月，如果经济继续恢复，缩债是不是也要安排上了呢！\n议息会议还给出了更快的加息节奏：\n\n另外，美联储还将超额准备金利率从0.1%调整至0.15%，将隔夜逆回购利率由0%调整至0.05%。\n总之，美联储将货币政策掉头一事说的极其委婉，并对此问题上做了许多遮掩，但市场的反应更为真实，认定美联储的货币政策将要掉头。市场预期美元拐点来了，预期实际利率会上行。这是黄金大幅暴跌的底层逻辑。\n2.未来怎么看？\n首先，我们来看下黄金的两大定价逻辑。\n历来，黄金作为“抗通胀”的硬货币。通胀，黄金上涨，通缩，黄金下跌。黄金同股市一样，均是交易预期。\n当市场预期通胀加大，金价会上行，如果最终数据证实通胀不大甚至合理，那么金价就会回落。再者，市场预期出现通缩，黄金下跌，当被通缩被市场Price in之后，稍有通胀回升预期，黄金会立马被拉涨。\n决定黄金中长期走势的另外一大因素的是名义利率，也就是所谓的机会成本。当名义利率低，即机会成本低的时候，黄金会上涨，反之亦然。这跟另一对跷跷板——股市与债市，异曲同工。\n两个因素综合，即真实利率是绝对黄金价格中长期走势的唯一逻辑。短期逻辑上，需要加上避险功能，比如突发的地缘政治等。\n\n这里有一个公式：真实利率=名义利率-通胀。\n当名义利率下降（利好黄金），通胀较前者下降更快的时候（利空黄金），真实利率相对提升，那么两者合力指向黄金下跌。\n此次美联储议息会议传达出较为明显的信号：美元流动性预期拐点来了，导致预期的实际利率攀升，对黄金价格产生明显施压。未来，美国通胀继续攀升，美联储是有不小概率以超预期的方式转向货币政策，如果按照这个来演化，那么意味着黄金可能还没有跌到位，当前抄底做多的投资者还需非常谨慎。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"IAU":0.9,"GCmain":0.9,"DUST":0.9,"SGUmain":0.9,"MGCmain":0.9,"GLD":0.9,"SGCmain":0.9,"NUGT":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160592700,"gmtCreate":1623801316100,"gmtModify":1703819673672,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160592700","repostId":"2143757905","repostType":4,"isVote":1,"tweetType":1,"viewCount":4177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183470290,"gmtCreate":1623344784810,"gmtModify":1704201443742,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"woah","listText":"woah","text":"woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183470290","repostId":"1114471498","repostType":4,"repost":{"id":"1114471498","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":1623335336,"share":"https://ttm.financial/m/news/1114471498?lang=en_US&edition=fundamental","pubTime":"2021-06-10 22:28","market":"us","language":"zh","title":"[Change] Retail group stocks Clover Health and Game Station both exceed 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114471498","media":"老虎资讯综合","summary":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该","content":"<p>Clover Health, a new retail group stock, fell nearly 10% on June 10, after<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>downgraded the company to weaker than the broader market from neutral, saying its fundamentals could not support the share price. Investors should stay away from the heavily shorted stock after Reddit traders helped it rise.</p><p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>At the same time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>With a drop of more than 10%, brokerage Baird said that the transformation plan of Game Station is still a mystery, and its share price is expected to fall by 90%. Previously, Game Station appointed a new CEO and CFO.</p><p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Change] Retail group stocks Clover Health and Game Station both exceed 10%</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\">\n[Change] Retail group stocks Clover Health and Game Station both exceed 10%\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\">2021-06-10 22:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Clover Health, a new retail group stock, fell nearly 10% on June 10, after<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>downgraded the company to weaker than the broader market from neutral, saying its fundamentals could not support the share price. Investors should stay away from the heavily shorted stock after Reddit traders helped it rise.</p><p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>At the same time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>With a drop of more than 10%, brokerage Baird said that the transformation plan of Game Station is still a mystery, and its share price is expected to fall by 90%. Previously, Game Station appointed a new CEO and CFO.</p><p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c011e7fc6ac0d961e1625ddf97c3d63","relate_stocks":{"GME":"游戏驿站","CLOV":"Clover Health Corp"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114471498","content_text":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该股。\n\n同时，游戏驿站跌超10%，券商Baird称，游戏驿站的转型计划仍然成谜，预计其股价将下跌90%。此前，游戏驿站任命新的CEO和CFO。","news_type":1,"symbols_score_info":{"GME":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":4175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134661872,"gmtCreate":1622222977996,"gmtModify":1704181888037,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"destint","listText":"destint","text":"destint","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134661872","repostId":"2138025131","repostType":4,"repost":{"id":"2138025131","kind":"highlight","pubTimestamp":1622213796,"share":"https://ttm.financial/m/news/2138025131?lang=en_US&edition=fundamental","pubTime":"2021-05-28 22:56","market":"us","language":"zh","title":"Who would have thought that the accidental \"victim\" of the warehouse explosion incident was actually the \"darling\" of Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2138025131","media":"华尔街见闻","summary":"Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。\n根据几位SPAC市场的参与者表示，由于Archegos的倒闭，","content":"<p>It has been some time since the Archegos explosion incident, but who would have thought that the sequelae of the explosion incident actually made the SPAC (special purpose acquisition company) market an unexpected \"victim\".</p><p>According to several participants in the SPAC market, because of the collapse of Archegos, Wall Street banks began to tighten the terms of lending to hedge funds, and most of the SPAC investments came from various hedge funds.</p><p>A banker in the SPAC market said: \"After the Archegos incident, the difficulty of lending for hedge funds has increased significantly, and the main reward of hedging strategies comes from the high leverage gained through lending.\"</p><p>The lack of leverage has significantly reduced the profitability of hedging strategies, especially for some hedge funds that make early-stage investments.</p><p>The main strategy of hedge funds investing in the SPAC market is to borrow funds to buy a large number of shares of SPAC companies below $10. These SPAC companies deposit the raised funds in trust funds and buy American Treasury Bond to obtain risk-free returns, and then find suitable M&A targets in the market to merge and list to make profits.</p><p>However, as loans gradually become difficult, SPAC investment is obviously less attractive. Some analysts said that as banks no longer provide leverage, there are a large number of shares of SPAC companies under $10 in the market that no one buys, which means that these SPAC companies can't raise funds.</p><p>According to data, only 13 SPAC companies went public in April, compared with 110 in March.</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>Who would have thought that the accidental \"victim\" of the warehouse explosion incident was actually the \"darling\" of Wall Street</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\">\nWho would have thought that the accidental \"victim\" of the warehouse explosion incident was actually the \"darling\" of Wall Street\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\">2021-05-28 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It has been some time since the Archegos explosion incident, but who would have thought that the sequelae of the explosion incident actually made the SPAC (special purpose acquisition company) market an unexpected \"victim\".</p><p>According to several participants in the SPAC market, because of the collapse of Archegos, Wall Street banks began to tighten the terms of lending to hedge funds, and most of the SPAC investments came from various hedge funds.</p><p>A banker in the SPAC market said: \"After the Archegos incident, the difficulty of lending for hedge funds has increased significantly, and the main reward of hedging strategies comes from the high leverage gained through lending.\"</p><p>The lack of leverage has significantly reduced the profitability of hedging strategies, especially for some hedge funds that make early-stage investments.</p><p>The main strategy of hedge funds investing in the SPAC market is to borrow funds to buy a large number of shares of SPAC companies below $10. These SPAC companies deposit the raised funds in trust funds and buy American Treasury Bond to obtain risk-free returns, and then find suitable M&A targets in the market to merge and list to make profits.</p><p>However, as loans gradually become difficult, SPAC investment is obviously less attractive. Some analysts said that as banks no longer provide leverage, there are a large number of shares of SPAC companies under $10 in the market that no one buys, which means that these SPAC companies can't raise funds.</p><p>According to data, only 13 SPAC companies went public in April, compared with 110 in March.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3631566\">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/e3cdd0b2f46028be0fdb985c3d97141c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3631566","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138025131","content_text":"Archegos爆仓事件已经过去一段时间了，但谁能想到，爆仓事件的后遗症，竟然使得SPAC（特殊目的收购公司）市场成为了意外“牺牲品”。\n根据几位SPAC市场的参与者表示，由于Archegos的倒闭，华尔街的银行们开始收紧对对冲基金的贷款条款，而SPAC的投资大多来自于各类对冲基金。\n一位从事SPAC市场的银行家表示：“在Archegos事件后，对冲基金的贷款难度显著上升了，而对冲策略的主要回报就来自于通过贷款获得的高杠杆。”\n缺乏杠杆的现状显著降低了对冲策略的盈利能力，尤其是对于一些进行早期投资的对冲基金来说影响更大。\n投资于SPAC市场的对冲基金的主要策略就是通过借入资金买入大量在10美元以下的SPAC公司股票，这些SPAC公司将筹集到的资金存入信托基金并购买美国国债以获得无风险收益，随后再在市场上寻找合适的并购对象合并上市以完成获利。\n但随着贷款逐渐变得困难，SPAC投资显然也没那么具有吸引力了，有分析师表示，随着银行不再提供杠杆，市场上有大量10美元以下的SPAC公司股票无人购买，这就意味着这些SPAC公司无法筹集到资金。\n有数据显示，4月只有13家SPAC公司上市，而3月有110家。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132027284,"gmtCreate":1622047259948,"gmtModify":1704178533497,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"zhenbucuo","listText":"zhenbucuo","text":"zhenbucuo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/132027284","repostId":"2138489451","repostType":4,"repost":{"id":"2138489451","kind":"highlight","pubTimestamp":1622039767,"share":"https://ttm.financial/m/news/2138489451?lang=en_US&edition=fundamental","pubTime":"2021-05-26 22:36","market":"hk","language":"zh","title":"The performance has reached a new high, and Xiaomi has finally stood firm at the high end?","url":"https://stock-news.laohu8.com/highlight/detail?id=2138489451","media":"虎嗅","summary":"小米再创新高。\n2021年5月26日，小米集团公布2021年第一季度业绩。营收达人民币769亿元，同比增长54.7%，上市以来历史新高，经调整净利润人民币61亿元，同比增长163.8%，同样也是历史新","content":"<p>Millet hits a new high.</p><p>On May 26, 2021, Xiaomi Group announced its first quarter 2021 results. Revenue amounted to RMB76.9 billion, representing a year-on-year increase of 54.7%, a record high since the listing, and adjusted net profit amounted to RMB6.1 billion, representing a year-on-year increase of 163.8%, also a record high.</p><p><img src=\"https://static.tigerbbs.com/80203d53c042a51f7ab2e4f4023a54e5\" tg-width=\"1000\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p><p>Both revenue and profit doubled year-on-year, mainly due to the impact of the pandemic last year, and the base was low. If the profit is month-on-month, it is almost at the same level. As of today, Xiaomi is HK$28.15 per share, maintaining its high level in nearly three months.</p><p><img src=\"https://static.tigerbbs.com/596923ad245b43f00ca77ea4031d55f2\" tg-width=\"1000\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p>Mobile phones, IoT and the Internet are still the troika of Xiaomi's revenue at present. The story of 2021 is mainly mobile phones. Since the beginning of this year, the price of the mobile phone market has increased significantly and the competition is fierce. Even though Xiaomi's last business may be car building, it is the mobile phone business that has been repeatedly questioned that supports Xiaomi's financial report this quarter.</p><p>In Q1 2021, Xiaomi mobile phones continued to rank third in the world with 49.4 million units shipped, up 69.1% year-on-year. Revenue amounted to RMB51.5 billion, representing a year-on-year increase of 69.8%. According to Canalys, mainland China<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phone shipments increased by 74.6% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/e53162e6da1570c4bca3be410b3be7a9\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"></p><p>Since Q3, 2020, after gradually getting rid of the epidemic, Xiaomi's mobile phones have been at a high level of more than 40 million, and it is expected to exceed 50 million in the next quarter. The quarterly revenue of mobile phones has also exceeded 50 billion for the first time.</p><p><img src=\"https://static.tigerbbs.com/e272198bb6e753ea90190ede9f90b1aa\" tg-width=\"1000\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p>Compared with the numbers, the high-end story that Xiaomi has been telling finally achieved results in the first season.</p><p>According to the financial report, the global shipment of smartphones priced at RMB 3,000 or more in mainland China and overseas priced at 300 euros or more exceeded 4 million units. Xiaomi's market share of smartphones, priced in the range of RMB 4,000 to RMB 6,000, increased from 5.5% in the same period last year to 16.1% this quarter, tripling its share, and finally it is no longer others in the high-end market.</p><p>The gross profit margin has also increased to 12.9%, compared with about 8% in the same period last year, which is still not particularly high, but it is already a good improvement for Xiaomi.</p><p>This year's high-end model 11 series is really confident to say that it has established itself in the high-end market. By the end of April, the global order volume of Xiaomi 11 series exceeded 3 million units. According to third-party data, Xiaomi 11 series ranked first in sales among Android phones priced at RMB 4,000 to RMB 6,000 in mainland China.</p><p>Xiaomi 11 is indeed worthy of the title of \"flagship goalkeeper\", that is, those with the same price as me are not as good as me, and those that are better than me are not as cheaper as me. Of course, if I have to say it, Xiaomi 11 still continues the \"cost-effective game\" in high-end machines. The sales volume of 11 Ultra is not as good as that of 11, and Xiaomi's real high-end has to continue to think about how to improve it. The 11 series does sell okay. If we explore further, we will hand it over to the subsequent models.</p><p>Since the beginning of this year, the price of domestic mobile phones has increased collectively. Due to the impact of Huawei's mobile phones, China's mobile phone market, especially the high-end market, has given up a large position. Who doesn't want to eat this piece of fat? Xiaomi has indeed seized some of these opportunities, but it will also make the outside world doubt. Is Xiaomi's high-end strategy really successful, or is it just \"picking up a bargain\"?</p><p>This question can only be answered by the more expensive \"true flagship\" later.</p><p>It is Xiaomi's consistent advantage to walk the machine. Today, Redmi released the best-selling model Note 10 series, which will be reflected in the financial reports of the second and third quarters. The record of each company in 6.18 is also the most important node of the second quarter performance.</p><p>While Xiaomi has made some gains in the high-end market, it has not been able to take advantage of its share in the Chinese market. OV has formed a leading group. This is also the reason why Xiaomi began to kill offline channels this year.</p><p><img src=\"https://static.tigerbbs.com/959a710b9ca1d21cd1200930e1fc6f66\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi's overseas mobile phones continue to grow steadily, India is still the first, and countries with outstanding business such as Eastern Europe and Spain have also maintained their top position. It is estimated that the third place in the Western European market has no hope of breaking through for the time being. Like last quarter, Xiaomi's overseas revenue still accounted for about half.</p><p>Accompanied by the strength of mobile phone business, there is Xiaomi's Internet business. With Xiaomi's Internet advertising business, it reached a record high in a single quarter, with revenue of RMB 3.9 billion, a year-on-year increase of 46.3%. At the same time, the number of MIUI users and Internet revenue from overseas have increased. Xiaomi's Internet model is no longer a new concept, but now it is a stable source of revenue.</p><p>On the other hand, IoT is playing normally, not as good as the high level of over 20 billion yuan in Q4 last year, mainly due to the production capacity problem caused by the global core shortage. The 86-inch Redmi Master released by Xiaomi in the first quarter of this year was 7,999 yuan when it was released. Now it has risen to 9,999 yuan, and the supply problem can be seen. The good news is that last year's Q4 data showed that the market share of air purifier and smart door lock products was the first, sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Second in market share, the bad news is that there are not many bright spots in IoT business, which has declined month-on-month. Xiaomi's major appliance business (white goods) except TV is very good, and it has not been mentioned in several quarters' financial reports.</p><p>All in all, Xiaomi's record revenue this quarter was mainly contributed by the mobile phone business, which shipped nearly 10 million units quarter-on-quarter. Shipments are rising, ASP is improving, and the answer sheet of Xiaomi mobile phone this quarter is enough to satisfy the market.</p><p>Let's take a look at some interesting data:</p><p>In the financial report, Xiaomi mentioned the car-building business for the first time, but there is not much additional information, or the amount of investment: the initial investment is 10 billion yuan, and the investment is 10 billion USD in the next ten years. In 2020, Xiaomi's cash reserve was 108 billion yuan, compared with 34.3 billion yuan in the first quarter of this year. In the short term, the money invested in building cars is still enough.</p><p>In terms of R&D, Xiaomi's R&D expenditure reached RMB3 billion in Q1 2021, representing a year-on-year increase of 61.0%. It is common sense that high-end development must rely on R&D, and Xiaomi is willing to spend money, such as<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Customized CMOS GN2, Xiaomi said that the R&D cost is 200 million.</p><p>As of Q1, Xiaomi had invested in more than 320 companies with a total book value of RMB51.9 billion, representing a year-on-year increase of 60.8%. In the first quarter, the net investment profit was RMB400 million. The market recovered, and Xiaomi's investment business also maintained good growth.</p><p>The favorite salary link of melon eaters, Xiaomi's salary expense in the first quarter was 3.4 billion yuan, an increase of 10.5% over the fourth quarter of 2020. The number of full-time employees is 23,410, of which 14,921 employees hold equity incentives.</p><p>Xiaomi also recently opened the largest school recruitment since its establishment. High-end mobile phones, overseas markets, car building, IoT... Xiaomi's various businesses can still see room for growth. Since Q2 last year, Xiaomi has been in a stage of steady growth, but at the same time, the share of the domestic market and how the Western European market can enter the top two are also problems that have not been solved for several quarters.</p>","source":"highlight_huxiu","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 performance has reached a new high, and Xiaomi has finally stood firm at the high end?</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 performance has reached a new high, and Xiaomi has finally stood firm at the high end?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">虎嗅</strong><span class=\"h-time small\">2021-05-26 22:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Millet hits a new high.</p><p>On May 26, 2021, Xiaomi Group announced its first quarter 2021 results. Revenue amounted to RMB76.9 billion, representing a year-on-year increase of 54.7%, a record high since the listing, and adjusted net profit amounted to RMB6.1 billion, representing a year-on-year increase of 163.8%, also a record high.</p><p><img src=\"https://static.tigerbbs.com/80203d53c042a51f7ab2e4f4023a54e5\" tg-width=\"1000\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p><p>Both revenue and profit doubled year-on-year, mainly due to the impact of the pandemic last year, and the base was low. If the profit is month-on-month, it is almost at the same level. As of today, Xiaomi is HK$28.15 per share, maintaining its high level in nearly three months.</p><p><img src=\"https://static.tigerbbs.com/596923ad245b43f00ca77ea4031d55f2\" tg-width=\"1000\" tg-height=\"616\" referrerpolicy=\"no-referrer\"></p><p>Mobile phones, IoT and the Internet are still the troika of Xiaomi's revenue at present. The story of 2021 is mainly mobile phones. Since the beginning of this year, the price of the mobile phone market has increased significantly and the competition is fierce. Even though Xiaomi's last business may be car building, it is the mobile phone business that has been repeatedly questioned that supports Xiaomi's financial report this quarter.</p><p>In Q1 2021, Xiaomi mobile phones continued to rank third in the world with 49.4 million units shipped, up 69.1% year-on-year. Revenue amounted to RMB51.5 billion, representing a year-on-year increase of 69.8%. According to Canalys, mainland China<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phone shipments increased by 74.6% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/e53162e6da1570c4bca3be410b3be7a9\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"></p><p>Since Q3, 2020, after gradually getting rid of the epidemic, Xiaomi's mobile phones have been at a high level of more than 40 million, and it is expected to exceed 50 million in the next quarter. The quarterly revenue of mobile phones has also exceeded 50 billion for the first time.</p><p><img src=\"https://static.tigerbbs.com/e272198bb6e753ea90190ede9f90b1aa\" tg-width=\"1000\" tg-height=\"615\" referrerpolicy=\"no-referrer\"></p><p>Compared with the numbers, the high-end story that Xiaomi has been telling finally achieved results in the first season.</p><p>According to the financial report, the global shipment of smartphones priced at RMB 3,000 or more in mainland China and overseas priced at 300 euros or more exceeded 4 million units. Xiaomi's market share of smartphones, priced in the range of RMB 4,000 to RMB 6,000, increased from 5.5% in the same period last year to 16.1% this quarter, tripling its share, and finally it is no longer others in the high-end market.</p><p>The gross profit margin has also increased to 12.9%, compared with about 8% in the same period last year, which is still not particularly high, but it is already a good improvement for Xiaomi.</p><p>This year's high-end model 11 series is really confident to say that it has established itself in the high-end market. By the end of April, the global order volume of Xiaomi 11 series exceeded 3 million units. According to third-party data, Xiaomi 11 series ranked first in sales among Android phones priced at RMB 4,000 to RMB 6,000 in mainland China.</p><p>Xiaomi 11 is indeed worthy of the title of \"flagship goalkeeper\", that is, those with the same price as me are not as good as me, and those that are better than me are not as cheaper as me. Of course, if I have to say it, Xiaomi 11 still continues the \"cost-effective game\" in high-end machines. The sales volume of 11 Ultra is not as good as that of 11, and Xiaomi's real high-end has to continue to think about how to improve it. The 11 series does sell okay. If we explore further, we will hand it over to the subsequent models.</p><p>Since the beginning of this year, the price of domestic mobile phones has increased collectively. Due to the impact of Huawei's mobile phones, China's mobile phone market, especially the high-end market, has given up a large position. Who doesn't want to eat this piece of fat? Xiaomi has indeed seized some of these opportunities, but it will also make the outside world doubt. Is Xiaomi's high-end strategy really successful, or is it just \"picking up a bargain\"?</p><p>This question can only be answered by the more expensive \"true flagship\" later.</p><p>It is Xiaomi's consistent advantage to walk the machine. Today, Redmi released the best-selling model Note 10 series, which will be reflected in the financial reports of the second and third quarters. The record of each company in 6.18 is also the most important node of the second quarter performance.</p><p>While Xiaomi has made some gains in the high-end market, it has not been able to take advantage of its share in the Chinese market. OV has formed a leading group. This is also the reason why Xiaomi began to kill offline channels this year.</p><p><img src=\"https://static.tigerbbs.com/959a710b9ca1d21cd1200930e1fc6f66\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p><p>Xiaomi's overseas mobile phones continue to grow steadily, India is still the first, and countries with outstanding business such as Eastern Europe and Spain have also maintained their top position. It is estimated that the third place in the Western European market has no hope of breaking through for the time being. Like last quarter, Xiaomi's overseas revenue still accounted for about half.</p><p>Accompanied by the strength of mobile phone business, there is Xiaomi's Internet business. With Xiaomi's Internet advertising business, it reached a record high in a single quarter, with revenue of RMB 3.9 billion, a year-on-year increase of 46.3%. At the same time, the number of MIUI users and Internet revenue from overseas have increased. Xiaomi's Internet model is no longer a new concept, but now it is a stable source of revenue.</p><p>On the other hand, IoT is playing normally, not as good as the high level of over 20 billion yuan in Q4 last year, mainly due to the production capacity problem caused by the global core shortage. The 86-inch Redmi Master released by Xiaomi in the first quarter of this year was 7,999 yuan when it was released. Now it has risen to 9,999 yuan, and the supply problem can be seen. The good news is that last year's Q4 data showed that the market share of air purifier and smart door lock products was the first, sweeping the floor<a href=\"https://laohu8.com/S/300024\">Robot</a>Second in market share, the bad news is that there are not many bright spots in IoT business, which has declined month-on-month. Xiaomi's major appliance business (white goods) except TV is very good, and it has not been mentioned in several quarters' financial reports.</p><p>All in all, Xiaomi's record revenue this quarter was mainly contributed by the mobile phone business, which shipped nearly 10 million units quarter-on-quarter. Shipments are rising, ASP is improving, and the answer sheet of Xiaomi mobile phone this quarter is enough to satisfy the market.</p><p>Let's take a look at some interesting data:</p><p>In the financial report, Xiaomi mentioned the car-building business for the first time, but there is not much additional information, or the amount of investment: the initial investment is 10 billion yuan, and the investment is 10 billion USD in the next ten years. In 2020, Xiaomi's cash reserve was 108 billion yuan, compared with 34.3 billion yuan in the first quarter of this year. In the short term, the money invested in building cars is still enough.</p><p>In terms of R&D, Xiaomi's R&D expenditure reached RMB3 billion in Q1 2021, representing a year-on-year increase of 61.0%. It is common sense that high-end development must rely on R&D, and Xiaomi is willing to spend money, such as<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Customized CMOS GN2, Xiaomi said that the R&D cost is 200 million.</p><p>As of Q1, Xiaomi had invested in more than 320 companies with a total book value of RMB51.9 billion, representing a year-on-year increase of 60.8%. In the first quarter, the net investment profit was RMB400 million. The market recovered, and Xiaomi's investment business also maintained good growth.</p><p>The favorite salary link of melon eaters, Xiaomi's salary expense in the first quarter was 3.4 billion yuan, an increase of 10.5% over the fourth quarter of 2020. The number of full-time employees is 23,410, of which 14,921 employees hold equity incentives.</p><p>Xiaomi also recently opened the largest school recruitment since its establishment. High-end mobile phones, overseas markets, car building, IoT... Xiaomi's various businesses can still see room for growth. Since Q2 last year, Xiaomi has been in a stage of steady growth, but at the same time, the share of the domestic market and how the Western European market can enter the top two are also problems that have not been solved for several quarters.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.huxiu.com/article/430756.html\">虎嗅</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28d68465ce2683dfa247c7220957b7bf","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://www.huxiu.com/article/430756.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138489451","content_text":"小米再创新高。\n2021年5月26日，小米集团公布2021年第一季度业绩。营收达人民币769亿元，同比增长54.7%，上市以来历史新高，经调整净利润人民币61亿元，同比增长163.8%，同样也是历史新高。\n\n收入及利润均有翻倍的同比增长，主要是因为去年疫情影响，基数较低。利润环比的话就差不多在同一水平线了。截至今日，小米每股28.15港元，维持在近三个月来的高位水平。\n\n手机、IoT、互联网依然是目前小米营收的三驾马车。而 2021 的故事，主要是手机，今年以来，手机市场涨价明显，竞争激烈。即便小米如今最后关注的业务可能是造车，但这季度支撑小米财报的，是屡屡被质疑的手机业务。\n2021年Q1，小米手机继续排在全球第三，出货量 4940 万台，同比增长 69.1%。收入人民币 515 亿元，同比增长 69.8%。据 Canalys 统计，中国大陆地区智能手机出货量同比增长 74.6%。\n\n从2020年Q3逐渐摆脱疫情影响后，小米手机就一直在4000万部以上的高位了，下个季度有望突破5000万，手机季度收入也是首次突破了500亿。\n\n与数字相比较，小米一直在讲的高端故事，在第一季也终于有了成绩。\n财报中披露，在中国大陆地区定价在人民币3000元或以上，及境外定价在300欧元及以上智能手机全球出货量超400万台。小米定价在人民币4000元至6000元区间的智能手机市场份额，由去年同期的5.5%提升至本季度的16.1%，份额翻了三倍，终于不再是高端市场的 others。\n毛利率也提升到了 12.9%，去年同期是 8% 左右，依然不算特别高，但对于小米来说已经是不错的提升。\n小米今年高端机型 11 系列，算是真正有底气说站稳了高端市场，截至四月底，小米 11 系列全球订单量突破300万台，根据第三方数据，小米11系列在中国大陆定价人民币4000元至6000元的安卓手机中销量排名第一。\n小米 11 确实算是配得上这个“旗舰守门员”的称呼，即跟我一样价格的没我好，比我好的没我便宜，当然，硬要说的话，小米 11 依然是在高端机中延续“性价比玩法”。11 Ultra 的销量是不如 11 的，小米的真高端还得继续琢磨怎么提升。11 系列确实卖的还行，再进一步上探，就交给之后的机型吧。\n今年以来，国产手机集体涨价，由于华为手机收到冲击，中国手机市场尤其是高端市场，让出了一大块位置，谁不想吃掉这一块肥肉呢？小米确确实实算是抓住了其中的一些机会，但这也会让外界产生疑惑，小米的高端战略，到底是真的成功了，还只是“捡了便宜”呢？\n这个问题，只能有之后更贵的“真旗舰”来回答。\n走量机器方面是小米的一贯优势，今天红米发布了最畅销的机型 Note 10 系列，二三季度的财报中会有体现，6.18 各家的战绩也是二季度业绩最重要的节点。\n小米高端市场有所斩获的同时，并没能乘胜在中国市场的份额上更进一步，OV 组成了领先集团。而这也是小米今年以来开始死磕线下渠道的原因所在。\n\n小米境外手机继续稳定增长，印度还是第一，东欧、西班牙之类业务突出的国家也保持了头名的位置，西欧市场的第三名估计暂时是没希望突破了。和上个季度一样，小米来自海外的收入依然占到了一半左右。\n手机业务的强势伴随而来的，还有小米的互联网业务。随着小米互联网广告业务，再创单季度历史新高，收入人民币 39 亿元，同比增长46.3%，同时 MIUI 用户数、来自海外的互联网收入都有所提升，小米的互联网模式不再是新鲜概念，如今已经是稳定的营收来源。\nIoT 方面则是正常发挥，不如去年 Q4 超 200 亿元的高位，主要是全球缺芯导致的产能问题。小米今年一季度发布的红米大师 86 寸，发布之时 7999 元，如今已经涨到了 9999 元，供应问题可见一斑。好消息是，去年 Q4 数据显示空气净化器、智能门锁产品市场份额第一，扫地机器人市场份额第二，坏消息是环比下跌的 IoT 业务亮点不多，小米除电视以外的大家电业务（白电）泛善可陈，好几个季度的财报中都未见提及。\n总而言之，小米这季度创纪录的营收，主要是由出货量环比提升近 1000 万部的手机业务贡献。出货量走高，ASP 提升，小米手机这季度的答卷足够让市场满意。\n再来看一些有意思的数据：\n财报中，小米第一次提及了造车业务，不过并没有太多额外信息，还是投资的金额：初期投资 100 亿人民币，未来十年投入 100 亿美元。2020 年，小米现金储备量 1080 亿，今年一季度则是 343 亿元，短期来看投资到造车中的钱还是足够的。\n研发方面，2021 年 Q1 小米研发开支达到了人民币 30 亿元，同比增长 61.0%，做高端必须要靠研发，这是常识，小米也舍得花钱，比如和三星定制的 CMOS GN2，小米就表示研发费用是 2 亿。\n截至 Q1，小米共投资超过 320 家公司，总账面价值人民币 519 亿元，同比增长 60.8%，一季度投资净利 4 亿人民币，市场复苏，小米的投资业务也维持着不错的增长。\n吃瓜群众最喜欢的薪资环节，小米一季度薪酬开支 34 亿元，较2020年第四季度增加10.5%。全职员工数量 23410，其中 14921 名员工持有股权激励。\n小米最近也开启了成立以来规模最大的校招。高端手机、海外市场、造车、IoT……小米的各项业务都还能看到增长空间。从去年 Q2 至今小米一直处在稳定增长的阶段，但与此同时，国内市场的份额，西欧市场如何进入前二，也是几个季度以来都没能解决的问题。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192171991,"gmtCreate":1621170101113,"gmtModify":1704353576129,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192171991","repostId":"2135898114","repostType":4,"repost":{"id":"2135898114","kind":"news","pubTimestamp":1621158599,"share":"https://ttm.financial/m/news/2135898114?lang=en_US&edition=fundamental","pubTime":"2021-05-16 17:49","market":"hk","language":"zh","title":"Tianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse","url":"https://stock-news.laohu8.com/highlight/detail?id=2135898114","media":"第一财经","summary":"5月15日，经历了延期、停牌等重重波折的天津土拍收官，45宗地块最终成交金额498亿元。但从发布土地出让公告开始，天津土拍便充满“变数”。风平浪静、少见争夺，是当日天津土拍的主基调。融创中国在大本营持续重仓，单日取得6宗住宅用地，单日成交金额105亿元。两天下来，融创成为本次土拍的最大得主，独自取地7宗，成交金额118亿元。","content":"<p><div>On May 15th, Tianjin land auction, which experienced many twists and turns such as delay and suspension, ended, with the final turnover of 45 plots of land being 49.8 billion yuan. Thanks to the land supply in the core areas, the overall transaction premium rate of this land auction was about 10.5%, an increase of 6.4 percentage points over the previous year, but 17 parcels of land were still sold at the reserve price. As a megacity adjacent to the capital, Tianjin has always been a place where all housing enterprises compete for layout. However, since the announcement of land transfer was issued, Tianjin land auction was full of \"variables\". On May 12, the district branches of Tianjin Municipal Planning and Natural Resources Bureau announced that in 2021, the first batch of 58 centralized supply residential land in Tianjin...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">Web link</a></div></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse</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\">\nTianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse\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\">2021-05-16 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On May 15th, Tianjin land auction, which experienced many twists and turns such as delay and suspension, ended, with the final turnover of 45 plots of land being 49.8 billion yuan. Thanks to the land supply in the core areas, the overall transaction premium rate of this land auction was about 10.5%, an increase of 6.4 percentage points over the previous year, but 17 parcels of land were still sold at the reserve price. As a megacity adjacent to the capital, Tianjin has always been a place where all housing enterprises compete for layout. However, since the announcement of land transfer was issued, Tianjin land auction was full of \"variables\". On May 12, the district branches of Tianjin Municipal Planning and Natural Resources Bureau announced that in 2021, the first batch of 58 centralized supply residential land in Tianjin...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">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/ac093388cef4f63b42d844ba351523e4","relate_stocks":{"01918":"融创中国"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135898114","content_text":"5月15日，经历了延期、停牌等重重波折的天津土拍收官，45宗地块最终成交金额498亿元。得益于核心区域的土地供应，本次土拍整体成交溢价率约10.5%，较上年增长6.4个百分点，但仍有17宗地以底价成交。\n作为毗邻首都的超大城市，天津一直是各路房企竞相布局之地。但从发布土地出让公告开始，天津土拍便充满“变数”。\n5月12日，天津市规划和自然资源局各区分局宣布，2021年天津首批58宗集中供应宅地中的13宗地块因故停牌，停牌地块涉及环城、滨海、远郊等多个城区。除去上述地块，剩下共计45宗地被摆上货架。\n不过，5月14日土拍首日，房企拿地的热情并不高涨。两个小时内，19宗地块悉数成交，除了滨海新区有3宗地块溢价出售，其余16宗土地均以底价成交。风平浪静、少见争夺，是当日天津土拍的主基调。\n“天津土拍的政策是先竞价，到45%溢价率时转竞自持租赁住房面积。而从首日土拍结果看，滨海新区3宗地虽然热度相对较高，但溢价率仍无法触顶。”贝壳研究院高级分析师潘浩称。\n5月15日，因参拍宗地质量有所提高，市场热度也较上日走暖。其中，溢价率最高的为南开区天拖地块，被招商蛇口收入囊中，溢价率49%，总价29.9亿元；海教园两宗地也引来16家房企竞拍，成交溢价率约43%。\n融创中国在大本营持续重仓，单日取得6宗住宅用地，单日成交金额105亿元。两天下来，融创成为本次土拍的最大得主，独自取地7宗，成交金额118亿元。绿城拿地金额位于第二，独自取地3宗，成交43亿元。\n从成交住宅用地的楼面价看，招商平均成交楼面价达30303元/平方米，为取地平均单价最高房企；其次为绿城，平均成交楼面价达15077元/平方米；再次为中海，平均成交楼面价达14774元/平方米。\n在北京土拍中“颗粒无收”的中海，终于在天津有所入仓，以25.81亿元竞得编号津北天（挂）2021-002号地块。“低调”拿地的万科也现身天津，以19.3亿元拿下编号津滨开（挂）2021-1号地块，溢价率约19.2%。\n除上述房企外，旭辉、大华、正荣、远洋、金隅、中骏、朗诗、金地、金科、龙湖、新城也各有斩获。\n“得益于南开等核心区域和高价值地块集中出让，本批次成交带动整体成交楼面价提升，约为9293元/平方米，较2020年增长37.8%。”贝壳研究院称，成交溢价率达10.5%，较2020年全年成交溢价率增长6.4个百分点。\n不过，相较于长三角及华南等地区，天津不管楼市还是地市均较为理性。被房企争抢的天拖地块，位于天津核心区域南开区，土地资源较少且优质，引来房企争夺；而非核心区域的土地出让，便难掀市场热度。\n“从土拍结果看，45宗成交住宅用地中4宗触顶，其中仅有2宗竞租赁住房面积。另外45宗成交住宅用地中，17宗底价成交。其余地块成交溢价率控制在10%~40%之间，可见天津住宅用地市场分化明显。”潘浩表示。","news_type":1,"symbols_score_info":{"01918":0.9}},"isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388778450,"gmtCreate":1613103648870,"gmtModify":1704878448325,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"crypto is future","listText":"crypto is future","text":"crypto is future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/388778450","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":4252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381317033,"gmtCreate":1612930906522,"gmtModify":1704876160920,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"TSM！","listText":"TSM！","text":"TSM！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/381317033","repostId":"2110091703","repostType":4,"isVote":1,"tweetType":1,"viewCount":4520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383951918,"gmtCreate":1612832408234,"gmtModify":1704874732267,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"yeah","listText":"yeah","text":"yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/383951918","repostId":"1133468331","repostType":4,"isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380651463,"gmtCreate":1612537854852,"gmtModify":1704872644539,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380651463","repostId":"1157280058","repostType":4,"repost":{"id":"1157280058","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":1612537534,"share":"https://ttm.financial/m/news/1157280058?lang=en_US&edition=fundamental","pubTime":"2021-02-05 23:05","market":"us","language":"zh","title":"Foreign media: AstraZeneca vaccine is 75% effective against British mutant virus","url":"https://stock-news.laohu8.com/highlight/detail?id=1157280058","media":"老虎资讯综合","summary":"据华尔街日报2月5日报道，英国牛津大学和阿斯利康联合开发的新冠疫苗对英国发现的变异毒株的有效率为75%。华尔街日报强调，以上发现来自小规模研究，且是初步的结果，还没有得到其他科学家的正式审查。另外，据","content":"<p>The Wall Street Journal reported on Feb. 5 that the University of Oxford and<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>The jointly developed Covid vaccine is 75% effective against the mutant strain found in the UK. The Wall Street Journal stressed that the above findings come from small-scale studies and are preliminary results, which have not yet been formally reviewed by other scientists.</p><p>In addition, according to Reuters news on February 5, Andrew Pollard, the chief researcher of the Oxford vaccine trial, said that data from the ChAdOx1 vaccine trial conducted in the UK showed that the AstraZeneca/Oxford COVID-19 vaccine can not only resist the original virus, but also resist the new variant B.1.1.7.</p><p><img src=\"https://static.tigerbbs.com/7666bb12f6c3624d68cf49ea0a835c5d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Foreign media: AstraZeneca vaccine is 75% effective against British mutant virus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media: AstraZeneca vaccine is 75% effective against British mutant virus\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\">2021-02-05 23:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The Wall Street Journal reported on Feb. 5 that the University of Oxford and<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>The jointly developed Covid vaccine is 75% effective against the mutant strain found in the UK. The Wall Street Journal stressed that the above findings come from small-scale studies and are preliminary results, which have not yet been formally reviewed by other scientists.</p><p>In addition, according to Reuters news on February 5, Andrew Pollard, the chief researcher of the Oxford vaccine trial, said that data from the ChAdOx1 vaccine trial conducted in the UK showed that the AstraZeneca/Oxford COVID-19 vaccine can not only resist the original virus, but also resist the new variant B.1.1.7.</p><p><img src=\"https://static.tigerbbs.com/7666bb12f6c3624d68cf49ea0a835c5d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/82498704f805f2f46f40d2a1a0e8b335","relate_stocks":{"AZN.UK":"阿斯利康制药","AZN":"阿斯利康"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157280058","content_text":"据华尔街日报2月5日报道，英国牛津大学和阿斯利康联合开发的新冠疫苗对英国发现的变异毒株的有效率为75%。华尔街日报强调，以上发现来自小规模研究，且是初步的结果，还没有得到其他科学家的正式审查。另外，据路透社2月5日消息，牛津疫苗试验的首席研究员安德鲁·波拉德表示，在英国进行的ChAdOx1疫苗试验的数据表明，阿斯利康/牛津新冠疫苗不仅可以抵御最初的病毒，还可以抵御新变体B.1.1.7。","news_type":1,"symbols_score_info":{"AZN":0.9,"AZN.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":3005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314331940,"gmtCreate":1612307528580,"gmtModify":1704869518835,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572057606547842","authorIdStr":"3572057606547842"},"themes":[],"title":"","htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/314331940","repostId":"1152097394","repostType":4,"repost":{"id":"1152097394","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":1612306463,"share":"https://ttm.financial/m/news/1152097394?lang=en_US&edition=fundamental","pubTime":"2021-02-03 06:54","market":"us","language":"zh","title":"Amazon's single-quarter revenue breaks 100 billion for the first time, Bezos will step down as CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=1152097394","media":"老虎资讯综合","summary":"亚马逊四季度营收达到1255.6亿美元，创下历史新高。同期，该公司利润大超预期。单季营收史上首次突破1000亿美元，亚马逊盘后小幅上涨。具体来看，2020年第四季度亚马逊营收1255.6亿美元，超出市","content":"<p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Revenue in the fourth quarter reached $125.56 billion, a record high. During the same period, the company's profit greatly exceeded expectations. For the first time in the history of single-quarter revenue, it exceeded $100 billion, and Amazon rose slightly after hours.</p><p>Specifically, Amazon's revenue in the fourth quarter of 2020 was $125.56 billion, exceeding market expectations of $119.7 billion; Fourth-quarter earnings of $14.09 per share, significantly beating market expectations of $7.23 per share; Operating profit in the fourth quarter was USD 6.9 billion, compared with the market estimate of USD 4.47 billion; AWS net sales in the fourth quarter were $12.74 billion, compared with the market estimate of $12.77 billion.</p><p>In addition, Amazon announced that Andy Jassy, CEO of Amazon Cloud Computing Service Platform, will take over as CEO of Jeff Bezos in the third quarter of this year, and Bezos will transition to the executive chairman of Amazon's board of directors. Bezos said in an open letter that he would devote himself to developing new products and early projects after leaving office.</p><p><img src=\"https://static.tigerbbs.com/42c1afb5b98a5203c329bbc9a71bf228\" tg-width=\"534\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><b>(Source: Amazon)</b></p><p>Bezos said he will have more time to focus on the Bezos Earth Fund, the space exploration company he owns Blue Origin, the Washington Journal and Amazon's Day One fund after leaving office.</p><p>Notably, Amazon generated its largest-ever quarterly revenue in the fourth quarter with $125.56 billion, breaking the $100 billion mark for the first time.</p><p>According to the financial report, Amazon's profit per share in the fourth quarter was $14.09, compared with analysts' expectations of $7.23 per share. Revenue of $125.56 billion in the same period, ahead of analyst estimates of $119.7 billion</p><p>Bezos said, \"When done right, it becomes normal for something new to happen a few years after an unexpected invention. People yawn. Yawning is the greatest compliment of an inventor. When you look at our financial results, what you actually see is what the invention has accumulated over a long period of time. Now, I'm seeing the most creative period Amazon has ever had, which makes it the perfect time to transition.\"</p><p>After months of massive investments, Amazon said it expects coronavirus-related costs to decline from about $4 billion in the third quarter of this year and more than $2 billion in the second quarter to about $2 billion in the first quarter of fiscal 2021.</p><p>Amazon's chief financial officer Brian Olsavsky attributed the drop in Covid costs to changes in sales volumes. \"We expect sales to decline 25% quarter-over-quarter in the first quarter,\" he said.</p><p>The company paid a one-time $300 bonus to frontline employees last November. It also allowed it to experience higher costs in the fourth quarter.</p><p>The company forecasts operating income in the fiscal first quarter to be between $3 billion and $6.5 billion. This figure is based on the assumption that COVID-related costs are about $2 billion.</p><p>Amazon expects sales to be between $100 billion and $106 billion in the first quarter, a slide from the fourth quarter of 2020 but an increase of 33% to 40% from the same period last year. Analysts had expected its first-quarter revenue to be $95.8 billion.</p><p>Amazon experienced a \"record-breaking holiday season\" in the fourth quarter, driving its revenue up in the fourth quarter. It delivered more than a billion products to shoppers worldwide during holiday sales.</p><p>And spending rose 67% from a year earlier to $21.5bn as the cost of shipping those goods to consumers rose.</p><p>Outside of its core retail business, revenue from Amazon's cloud computing unit rose 28% to $12.7 billion from $9.95 billion a year ago. That's less than Wall Street's estimate of $12.83 billion.</p><p>Additionally, the pandemic has prompted shoppers to try new shopping methods, including online grocery ordering. That led to an 8% drop in sales at Amazon's brick-and-mortar stores, which included<a href=\"https://laohu8.com/S/WFM\">Whole Foods Market</a>。</p><p>Amazon rose more than 1% after hours.<img src=\"https://static.tigerbbs.com/fb539876e6b4904e9641314aa2498020\" tg-width=\"720\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></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>Amazon's single-quarter revenue breaks 100 billion for the first time, Bezos will step down as CEO</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\">\nAmazon's single-quarter revenue breaks 100 billion for the first time, Bezos will step down as CEO\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\">2021-02-03 06:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Revenue in the fourth quarter reached $125.56 billion, a record high. During the same period, the company's profit greatly exceeded expectations. For the first time in the history of single-quarter revenue, it exceeded $100 billion, and Amazon rose slightly after hours.</p><p>Specifically, Amazon's revenue in the fourth quarter of 2020 was $125.56 billion, exceeding market expectations of $119.7 billion; Fourth-quarter earnings of $14.09 per share, significantly beating market expectations of $7.23 per share; Operating profit in the fourth quarter was USD 6.9 billion, compared with the market estimate of USD 4.47 billion; AWS net sales in the fourth quarter were $12.74 billion, compared with the market estimate of $12.77 billion.</p><p>In addition, Amazon announced that Andy Jassy, CEO of Amazon Cloud Computing Service Platform, will take over as CEO of Jeff Bezos in the third quarter of this year, and Bezos will transition to the executive chairman of Amazon's board of directors. Bezos said in an open letter that he would devote himself to developing new products and early projects after leaving office.</p><p><img src=\"https://static.tigerbbs.com/42c1afb5b98a5203c329bbc9a71bf228\" tg-width=\"534\" tg-height=\"537\" referrerpolicy=\"no-referrer\"></p><p><b>(Source: Amazon)</b></p><p>Bezos said he will have more time to focus on the Bezos Earth Fund, the space exploration company he owns Blue Origin, the Washington Journal and Amazon's Day One fund after leaving office.</p><p>Notably, Amazon generated its largest-ever quarterly revenue in the fourth quarter with $125.56 billion, breaking the $100 billion mark for the first time.</p><p>According to the financial report, Amazon's profit per share in the fourth quarter was $14.09, compared with analysts' expectations of $7.23 per share. Revenue of $125.56 billion in the same period, ahead of analyst estimates of $119.7 billion</p><p>Bezos said, \"When done right, it becomes normal for something new to happen a few years after an unexpected invention. People yawn. Yawning is the greatest compliment of an inventor. When you look at our financial results, what you actually see is what the invention has accumulated over a long period of time. Now, I'm seeing the most creative period Amazon has ever had, which makes it the perfect time to transition.\"</p><p>After months of massive investments, Amazon said it expects coronavirus-related costs to decline from about $4 billion in the third quarter of this year and more than $2 billion in the second quarter to about $2 billion in the first quarter of fiscal 2021.</p><p>Amazon's chief financial officer Brian Olsavsky attributed the drop in Covid costs to changes in sales volumes. \"We expect sales to decline 25% quarter-over-quarter in the first quarter,\" he said.</p><p>The company paid a one-time $300 bonus to frontline employees last November. It also allowed it to experience higher costs in the fourth quarter.</p><p>The company forecasts operating income in the fiscal first quarter to be between $3 billion and $6.5 billion. This figure is based on the assumption that COVID-related costs are about $2 billion.</p><p>Amazon expects sales to be between $100 billion and $106 billion in the first quarter, a slide from the fourth quarter of 2020 but an increase of 33% to 40% from the same period last year. Analysts had expected its first-quarter revenue to be $95.8 billion.</p><p>Amazon experienced a \"record-breaking holiday season\" in the fourth quarter, driving its revenue up in the fourth quarter. It delivered more than a billion products to shoppers worldwide during holiday sales.</p><p>And spending rose 67% from a year earlier to $21.5bn as the cost of shipping those goods to consumers rose.</p><p>Outside of its core retail business, revenue from Amazon's cloud computing unit rose 28% to $12.7 billion from $9.95 billion a year ago. That's less than Wall Street's estimate of $12.83 billion.</p><p>Additionally, the pandemic has prompted shoppers to try new shopping methods, including online grocery ordering. That led to an 8% drop in sales at Amazon's brick-and-mortar stores, which included<a href=\"https://laohu8.com/S/WFM\">Whole Foods Market</a>。</p><p>Amazon rose more than 1% after hours.<img src=\"https://static.tigerbbs.com/fb539876e6b4904e9641314aa2498020\" tg-width=\"720\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"AMZN":"亚马逊"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152097394","content_text":"亚马逊四季度营收达到1255.6亿美元，创下历史新高。同期，该公司利润大超预期。单季营收史上首次突破1000亿美元，亚马逊盘后小幅上涨。具体来看，2020年第四季度亚马逊营收1255.6亿美元，超出市场预期的1197亿美元；四季度每股收益14.09美元，大幅超出市场预期的每股7.23美元；四季度经营利润69亿美元，市场预估44.7亿美元；四季度AWS净销售额127.4亿美元，市场预估127.7亿美元。此外，亚马逊宣布，亚马逊云计算服务平台CEO安迪·贾西将于今年第三季度接任杰夫·贝佐斯的CEO职务，贝佐斯将过渡为亚马逊董事会的执行主席。贝佐斯在一封公开信做表示，他离任后会致力于新产品和早期项目的开发。（来源：亚马逊）贝佐斯表示，卸任后，他将有更多时间专注于贝佐斯地球基金、他拥有的太空探索公司Blue Origin、华盛顿日报和亚马逊第一天基金中。值得注意的是，亚马逊四季度创造了有史以来最大的季度收入，达1255.6亿美元，首次突破了1000亿美元大关。财报显示，亚马逊四季度每股利润14.09美元，分析师预期为每股7.23美元。同期收入1255.6亿美元，高于分析师预期的1197亿美元贝佐斯说：“如果做得对，在出人意料的发明出现几年后，新事物就变得很正常了。人们打哈欠。打哈欠是发明家最大的赞美。当您查看我们的财务结果时，实际上看到的是发明长期累积的结果。现在，我看到了亚马逊有史以来最具创造力的时期，这使其成为过渡的最佳时机。”经过几个月的巨额投资，亚马逊表示，预计与冠状病毒相关的成本将从今年第三季度的约40亿美元和第二季度的超过20亿美元下降至2021财年第一季度的约20亿美元。亚马逊首席财务官布莱恩·奥尔萨夫斯基（Brian Olsavsky）将新冠成本的下降归因于销量的变化。他说：“我们预计一季度销量将环比下滑25%。”该公司在去年11月向一线员工一次性支付了300美元奖金。这也使其在第四季度经历了更高的成本。该公司预测，第一财季的营业收入将在30亿美元至65亿美元之间。这一数字基于新冠相关的成本约为20亿美元的假设上。亚马逊预计，第一季度的销售额将在1000亿美元至1060亿美元之间，较2020年第四季度有所下滑，但较去年同期增长33％至40％。分析师此前预计其一季度收入为958亿美元。亚马逊第四季度经历了“破纪录的假期季节”，推动其收入在四季度大涨。在假日销售期间，它向全球购物者提供了超过十亿种产品。而由于将这些商品运送给消费者的成本有所上涨，支出较上年同期增长67％，达到215亿美元。在核心零售业务之外，亚马逊的云计算部门的收入从一年前的99.5亿美元增长了28％，达到127亿美元。这低于华尔街预期的128.3亿美元。此外，大流行促使购物者尝试新的购物方法，包括在线杂货订购。这导致亚马逊实体商店的销售额下降了8％，其中包括全食超市。亚马逊盘后上涨超1%。","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":388778450,"gmtCreate":1613103648870,"gmtModify":1704878448325,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"crypto is future","listText":"crypto is future","text":"crypto is future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/388778450","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":4252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381317033,"gmtCreate":1612930906522,"gmtModify":1704876160920,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"TSM！","listText":"TSM！","text":"TSM！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/381317033","repostId":"2110091703","repostType":4,"repost":{"id":"2110091703","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1612928400,"share":"https://ttm.financial/m/news/2110091703?lang=en_US&edition=fundamental","pubTime":"2021-02-10 11:40","market":"us","language":"en","title":"Apple partners with TSMC to develop ultra-advanced displays - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2110091703","media":"Reuters","summary":"Feb 10 (Reuters) - Apple Inc has partnered with Taiwan Semiconductor Manufacturing Co to develop ult","content":"<p>Feb 10 (Reuters) - Apple Inc has partnered with Taiwan Semiconductor Manufacturing Co to develop ultra-advanced display technology in Taiwan, Nikkei Asia reported on Wednesday.</p><p>The iPhone maker plans to ultimately use these micro OLED displays in its upcoming augmented reality devices, the report said, citing sources. </p><p>Apple is collaborating with TSMC, the sole supplier of iPhone processors, as micro OLED displays are far thinner, smaller and use less power, making them more suitable for use in wearable AR devices, the report added.</p><p>The micro OLED project is currently at the trial production stage and it will take several years to achieve mass production, according to the report.</p><p>Both Apple and TSMC did not immediately respond to Reuters requests for comment.</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>Apple partners with TSMC to develop ultra-advanced displays - Nikkei</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple partners with TSMC to develop ultra-advanced displays - Nikkei\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-10 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Feb 10 (Reuters) - Apple Inc has partnered with Taiwan Semiconductor Manufacturing Co to develop ultra-advanced display technology in Taiwan, Nikkei Asia reported on Wednesday.</p><p>The iPhone maker plans to ultimately use these micro OLED displays in its upcoming augmented reality devices, the report said, citing sources. </p><p>Apple is collaborating with TSMC, the sole supplier of iPhone processors, as micro OLED displays are far thinner, smaller and use less power, making them more suitable for use in wearable AR devices, the report added.</p><p>The micro OLED project is currently at the trial production stage and it will take several years to achieve mass production, according to the report.</p><p>Both Apple and TSMC did not immediately respond to Reuters requests for comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","TSM":"台积电","09086":"华夏纳指-U"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110091703","content_text":"Feb 10 (Reuters) - Apple Inc has partnered with Taiwan Semiconductor Manufacturing Co to develop ultra-advanced display technology in Taiwan, Nikkei Asia reported on Wednesday.The iPhone maker plans to ultimately use these micro OLED displays in its upcoming augmented reality devices, the report said, citing sources. Apple is collaborating with TSMC, the sole supplier of iPhone processors, as micro OLED displays are far thinner, smaller and use less power, making them more suitable for use in wearable AR devices, the report added.The micro OLED project is currently at the trial production stage and it will take several years to achieve mass production, according to the report.Both Apple and TSMC did not immediately respond to Reuters requests for comment.","news_type":1,"symbols_score_info":{"09086":0.9,"AAPL":0.9,"03086":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":4520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383951918,"gmtCreate":1612832408234,"gmtModify":1704874732267,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"yeah","listText":"yeah","text":"yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/383951918","repostId":"1133468331","repostType":4,"isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314331940,"gmtCreate":1612307528580,"gmtModify":1704869518835,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/314331940","repostId":"1152097394","repostType":4,"isVote":1,"tweetType":1,"viewCount":1455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162901991,"gmtCreate":1624029814813,"gmtModify":1703827161585,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162901991","repostId":"1166548417","repostType":4,"repost":{"id":"1166548417","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1624028501,"share":"https://ttm.financial/m/news/1166548417?lang=en_US&edition=fundamental","pubTime":"2021-06-18 23:01","market":"fut","language":"zh","title":"Gold, can you bargain the bottom now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166548417","media":"格隆汇投资学苑","summary":"流动性拐点来了\n\n1848年1月，颇有手艺的木匠马歇尔在现今加州首府萨克拉门托北边为他的老板建造锯木厂，在检查锯木厂水道时，看见河床内有一些闪亮的光点，是纯度高达23K的金片。马歇尔发现黄金的消息很快","content":"<p>In January 1848, Marshall, a skilled carpenter, was building a sawmill for his boss north of what is now Sacramento, California. When he inspected the sawmill waterway, he saw some shiny spots of gold with a purity of up to 23 karat in the riverbed. News of Marshall's discovery of gold quickly leaked and soon reached nearby San Francisco.</p><p><img src=\"https://static.tigerbbs.com/2e3086e99a9d8cc5468b5f8d6031329a\" tg-width=\"593\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>In March 1848, it was reported by a newspaper and set off a craze. By June of that year, almost three-quarters of San Francisco's residents had gone to Northern California to search for gold, and the whole of San Francisco was almost an empty city. Since then, news has spread from the United States to the world, and the gold rush has attracted more people to join.</p><p>At the time, then-President Jackson was struggling to eliminate the effects of the decade-long Great Recession, which began in 1837. With the emergence of the gold rush, the gold production in the United States began to soar. From 1851 to 1855, the gold production in the United States reached 45% of the world's total production, the circulation of gold increased greatly, and the financial securities industry developed rapidly. The San Francisco Stock Exchange quickly became the second largest stock exchange in the United States after the New York Stock Exchange.</p><p>This is the story of the American gold rush, which also stabilized the American economy at that time.</p><p><b>1. Why it plunged</b></p><p>Why is gold so sought after from ancient times to the present? Marx exposed the essence in Critique of Political Economy: gold and silver are naturally not currency, but currency is naturally gold and silver.</p><p>In the past two days, due to a much-anticipated meeting, the natural gold of the currency is cranking.</p><p>In the early hours of Thursday morning, after two days of meeting, the Federal Reserve announced its latest interest rate decision: keeping the benchmark interest rate unchanged in the range of 0%-0.25%, in line with expectations. The Fed dot plot shows two rate hike by the end of 2023. Meanwhile, the Federal Reserve raised its economic forecast for 2021 and sharply raised its inflation forecast for this year.</p><p>After the announcement of the FOMC decision, the most violent reaction was gold. COMEX gold futures plunged 4.7% on the 2nd, hitting a new low since the end of April this year.</p><p><img src=\"https://static.tigerbbs.com/f4f59aaedbd79fabcbebe118ea0bf700\" tg-width=\"830\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p>After the year, this wave of gold rebounded all the way from the lowest point of $1,677 in March to $1,919. The underlying logic supported the global inflation expectation under the background of continuous water release, which led to the decline of real interest rates and supported the upward trend of gold prices. In the United States, for example, CPI rose 5% year-on-year after a seasonal adjustment in May, the largest year-on-year increase since August 2008.</p><p>However, after the interest rate meeting of the Federal Reserve, the logic of gold rising in the early stage suffered much damage.</p><p>For the inflation outlook, the Federal Reserve is a little cowardly. The original read as follows: We do not rule out the possibility that prices continue to rise; Not ruling out the possibility that inflation will last longer than expected and contribute to the rise in expectations; If we see inflation expectations rise, contrary to our base case, we will take action to bring inflation down.</p><p>Before, I took the trouble to appease the market: Don't worry, inflation is temporary. But last night it was revealed that future inflation may be higher and more persistent than we expected, and to prepare policy for previous \"miscalculations\".</p><p>On the issue of bond purchases, Powell's exact words were: If progress continues, plans to scale back will be considered at the next meeting. According to the plan, the next meeting is in July. If the economy continues to recover, will tapering also have to arrange it!</p><p>The interest rate meeting also gave a faster rate hike pace:</p><p><img src=\"https://static.tigerbbs.com/3f308b03859c0a365f904272d110f9fd\" tg-width=\"830\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>Separately, the Fed also adjusted the excess reserve rate from 0.1% to 0.15% and the overnight reverse repo rate from 0% to 0.05%.</p><p>In short, the Federal Reserve said the U-turn of monetary policy extremely tactfully, and made a lot of cover-ups on this issue, but the market's reaction was more real, and it was determined that the Fed's monetary policy would turn around. The market expects the inflection point of the dollar to come, and the real interest rate is expected to rise. This is the underlying logic of gold's sharp plunge.</p><p><b>2. What do you think of the future?</b></p><p>First, let's take a look at the two pricing logics of gold.</p><p>Historically, gold has served as \"inflation-resistant\" hard currency. Inflation, gold up, deflation, gold down. Gold, like the stock market, is a trading expectation.</p><p>When the market expects inflation to increase, the price of gold will go up. If the final data proves that inflation is not large or even reasonable, then the price of gold will fall back. Moreover, the market expects deflation and gold will fall. When deflation is priced in by the market, there is a slight expectation of inflation recovery, and gold will be pulled up immediately.</p><p>Another big factor that determines the medium and long-term trend of gold is the nominal interest rate, which is called opportunity cost. Gold rises when nominal interest rates are low, i.e. opportunity costs are low, and vice versa. This is similar to another pair of seesaw-the stock market and the bond market.</p><p>The combination of the two factors, that is, the real interest rate is the only logic of the medium and long-term movement of absolute gold prices. Logically, in the short term, it is necessary to add hedging functions, such as sudden geopolitics.</p><p><img src=\"https://static.tigerbbs.com/f504e3431540948d72e73ffad7dcf821\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p><p>Here's a formula: real interest rate = nominal interest rate-inflation.</p><p>When the nominal interest rate falls (good for gold) and inflation falls faster than the former (bad for gold), the real interest rate rises relatively, then the two combine to point to the decline of gold.</p><p>The Federal Reserve's interest rate meeting conveyed an obvious signal: the expected inflection point of US dollar liquidity has come, which leads to the expected real interest rate rising, which puts significant pressure on the price of gold. In the future, inflation in the United States will continue to rise, and the Federal Reserve has a high probability of turning to monetary policy in a way that exceeds expectations. If it evolves according to this, it means that gold may not have fallen in place yet, and investors who are doing more bargain hunting at present need to be very cautious.</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>Gold, can you bargain the bottom now?</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\">\nGold, can you bargain the bottom now?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2021-06-18 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In January 1848, Marshall, a skilled carpenter, was building a sawmill for his boss north of what is now Sacramento, California. When he inspected the sawmill waterway, he saw some shiny spots of gold with a purity of up to 23 karat in the riverbed. News of Marshall's discovery of gold quickly leaked and soon reached nearby San Francisco.</p><p><img src=\"https://static.tigerbbs.com/2e3086e99a9d8cc5468b5f8d6031329a\" tg-width=\"593\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>In March 1848, it was reported by a newspaper and set off a craze. By June of that year, almost three-quarters of San Francisco's residents had gone to Northern California to search for gold, and the whole of San Francisco was almost an empty city. Since then, news has spread from the United States to the world, and the gold rush has attracted more people to join.</p><p>At the time, then-President Jackson was struggling to eliminate the effects of the decade-long Great Recession, which began in 1837. With the emergence of the gold rush, the gold production in the United States began to soar. From 1851 to 1855, the gold production in the United States reached 45% of the world's total production, the circulation of gold increased greatly, and the financial securities industry developed rapidly. The San Francisco Stock Exchange quickly became the second largest stock exchange in the United States after the New York Stock Exchange.</p><p>This is the story of the American gold rush, which also stabilized the American economy at that time.</p><p><b>1. Why it plunged</b></p><p>Why is gold so sought after from ancient times to the present? Marx exposed the essence in Critique of Political Economy: gold and silver are naturally not currency, but currency is naturally gold and silver.</p><p>In the past two days, due to a much-anticipated meeting, the natural gold of the currency is cranking.</p><p>In the early hours of Thursday morning, after two days of meeting, the Federal Reserve announced its latest interest rate decision: keeping the benchmark interest rate unchanged in the range of 0%-0.25%, in line with expectations. The Fed dot plot shows two rate hike by the end of 2023. Meanwhile, the Federal Reserve raised its economic forecast for 2021 and sharply raised its inflation forecast for this year.</p><p>After the announcement of the FOMC decision, the most violent reaction was gold. COMEX gold futures plunged 4.7% on the 2nd, hitting a new low since the end of April this year.</p><p><img src=\"https://static.tigerbbs.com/f4f59aaedbd79fabcbebe118ea0bf700\" tg-width=\"830\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p>After the year, this wave of gold rebounded all the way from the lowest point of $1,677 in March to $1,919. The underlying logic supported the global inflation expectation under the background of continuous water release, which led to the decline of real interest rates and supported the upward trend of gold prices. In the United States, for example, CPI rose 5% year-on-year after a seasonal adjustment in May, the largest year-on-year increase since August 2008.</p><p>However, after the interest rate meeting of the Federal Reserve, the logic of gold rising in the early stage suffered much damage.</p><p>For the inflation outlook, the Federal Reserve is a little cowardly. The original read as follows: We do not rule out the possibility that prices continue to rise; Not ruling out the possibility that inflation will last longer than expected and contribute to the rise in expectations; If we see inflation expectations rise, contrary to our base case, we will take action to bring inflation down.</p><p>Before, I took the trouble to appease the market: Don't worry, inflation is temporary. But last night it was revealed that future inflation may be higher and more persistent than we expected, and to prepare policy for previous \"miscalculations\".</p><p>On the issue of bond purchases, Powell's exact words were: If progress continues, plans to scale back will be considered at the next meeting. According to the plan, the next meeting is in July. If the economy continues to recover, will tapering also have to arrange it!</p><p>The interest rate meeting also gave a faster rate hike pace:</p><p><img src=\"https://static.tigerbbs.com/3f308b03859c0a365f904272d110f9fd\" tg-width=\"830\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p>Separately, the Fed also adjusted the excess reserve rate from 0.1% to 0.15% and the overnight reverse repo rate from 0% to 0.05%.</p><p>In short, the Federal Reserve said the U-turn of monetary policy extremely tactfully, and made a lot of cover-ups on this issue, but the market's reaction was more real, and it was determined that the Fed's monetary policy would turn around. The market expects the inflection point of the dollar to come, and the real interest rate is expected to rise. This is the underlying logic of gold's sharp plunge.</p><p><b>2. What do you think of the future?</b></p><p>First, let's take a look at the two pricing logics of gold.</p><p>Historically, gold has served as \"inflation-resistant\" hard currency. Inflation, gold up, deflation, gold down. Gold, like the stock market, is a trading expectation.</p><p>When the market expects inflation to increase, the price of gold will go up. If the final data proves that inflation is not large or even reasonable, then the price of gold will fall back. Moreover, the market expects deflation and gold will fall. When deflation is priced in by the market, there is a slight expectation of inflation recovery, and gold will be pulled up immediately.</p><p>Another big factor that determines the medium and long-term trend of gold is the nominal interest rate, which is called opportunity cost. Gold rises when nominal interest rates are low, i.e. opportunity costs are low, and vice versa. This is similar to another pair of seesaw-the stock market and the bond market.</p><p>The combination of the two factors, that is, the real interest rate is the only logic of the medium and long-term movement of absolute gold prices. Logically, in the short term, it is necessary to add hedging functions, such as sudden geopolitics.</p><p><img src=\"https://static.tigerbbs.com/f504e3431540948d72e73ffad7dcf821\" tg-width=\"830\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p><p>Here's a formula: real interest rate = nominal interest rate-inflation.</p><p>When the nominal interest rate falls (good for gold) and inflation falls faster than the former (bad for gold), the real interest rate rises relatively, then the two combine to point to the decline of gold.</p><p>The Federal Reserve's interest rate meeting conveyed an obvious signal: the expected inflection point of US dollar liquidity has come, which leads to the expected real interest rate rising, which puts significant pressure on the price of gold. In the future, inflation in the United States will continue to rise, and the Federal Reserve has a high probability of turning to monetary policy in a way that exceeds expectations. If it evolves according to this, it means that gold may not have fallen in place yet, and investors who are doing more bargain hunting at present need to be very cautious.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF华安","GLD":"黄金ETF-SPDR","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166548417","content_text":"流动性拐点来了\n\n1848年1月，颇有手艺的木匠马歇尔在现今加州首府萨克拉门托北边为他的老板建造锯木厂，在检查锯木厂水道时，看见河床内有一些闪亮的光点，是纯度高达23K的金片。马歇尔发现黄金的消息很快泄露，不久传到附近的旧金山。\n\n1848年3月，被一家报纸报道后掀起热潮，到了当年6月，差不多3/4的旧金山居民都奔赴北加州淘金，整个旧金山几乎成为空城。此后，消息又从美国传向世界，淘金热吸引了更多人的加入。\n当时，时任美国总统杰克逊正在为消除始于1837年的十年经济大衰退影响而焦头烂额。淘金热的出现，使得美国的黄金产量开始飙升，1851-1855年间，美国黄金产量达世界总产量的45%，黄金流通量大增，金融证券业快速发展，旧金山证券交易所迅速成为仅次于纽交所的美国第二大证券交易所。\n这就是美国淘金热的故事，也稳定了彼时的美国经济。\n1.缘何暴跌\n为什么黄金从古到今如此受追捧，马克思在《政治经济学批判》中一语道破了本质：金银天然不是货币，但货币天然是金银。\n最近两天，由于一场万众瞩目的会议，天然是货币的黄金风声鹤唳。\n周四凌晨，美联储经过两天的会议之后，公布最新利率决议：维持基准利率在0%-0.25%区间不变，符合预期。美联储点阵图显示，到2023年底将实现两次加息。同时，美联储上调了2021年的经济预期，并大幅上调了今年的通胀预期。\nFOMC决策公布后，反应最为剧烈的就是黄金，COMEX黄金期货2日重挫4.7%，创今年4月底以来的新低。\n\n年后这波黄金从3月份最低点1677美元一路反弹至1919美元，底层逻辑支撑的就是不断放水背景下推升全球通胀预期，导致实际利率下滑，支撑金价上行。以美国为例，5月CPI经季节性调整后同比增长5%，创2008年8月以来最大同比增幅。\n不过，美联储议息会议后，前期黄金上涨的逻辑遭受了不小破坏。\n对于通胀前景问题，美联储有点认怂。原文如下：我们不排除价格继续上涨的可能性；不排除通货膨胀会比预期持续更长时间的可能性，并助长预期上升；如果看到通胀预期上升，与我们的基本情况相反，我们将采取行动降低通胀。\n而在此前不厌其烦的安抚市场：别担心，通胀是暂时的。但昨晚却透露了未来通胀可能会比我们预期的更高更持久，并为此前的“误判”做好政策准备。\n对于购债问题，鲍威尔的原话是：如果进展继续，将在接下来的会议上考虑缩减规模的计划。按照计划，下一次会议是7月，如果经济继续恢复，缩债是不是也要安排上了呢！\n议息会议还给出了更快的加息节奏：\n\n另外，美联储还将超额准备金利率从0.1%调整至0.15%，将隔夜逆回购利率由0%调整至0.05%。\n总之，美联储将货币政策掉头一事说的极其委婉，并对此问题上做了许多遮掩，但市场的反应更为真实，认定美联储的货币政策将要掉头。市场预期美元拐点来了，预期实际利率会上行。这是黄金大幅暴跌的底层逻辑。\n2.未来怎么看？\n首先，我们来看下黄金的两大定价逻辑。\n历来，黄金作为“抗通胀”的硬货币。通胀，黄金上涨，通缩，黄金下跌。黄金同股市一样，均是交易预期。\n当市场预期通胀加大，金价会上行，如果最终数据证实通胀不大甚至合理，那么金价就会回落。再者，市场预期出现通缩，黄金下跌，当被通缩被市场Price in之后，稍有通胀回升预期，黄金会立马被拉涨。\n决定黄金中长期走势的另外一大因素的是名义利率，也就是所谓的机会成本。当名义利率低，即机会成本低的时候，黄金会上涨，反之亦然。这跟另一对跷跷板——股市与债市，异曲同工。\n两个因素综合，即真实利率是绝对黄金价格中长期走势的唯一逻辑。短期逻辑上，需要加上避险功能，比如突发的地缘政治等。\n\n这里有一个公式：真实利率=名义利率-通胀。\n当名义利率下降（利好黄金），通胀较前者下降更快的时候（利空黄金），真实利率相对提升，那么两者合力指向黄金下跌。\n此次美联储议息会议传达出较为明显的信号：美元流动性预期拐点来了，导致预期的实际利率攀升，对黄金价格产生明显施压。未来，美国通胀继续攀升，美联储是有不小概率以超预期的方式转向货币政策，如果按照这个来演化，那么意味着黄金可能还没有跌到位，当前抄底做多的投资者还需非常谨慎。","news_type":1,"symbols_score_info":{"159934":0.9,"518880":0.9,"IAU":0.9,"GCmain":0.9,"DUST":0.9,"SGUmain":0.9,"MGCmain":0.9,"GLD":0.9,"SGCmain":0.9,"NUGT":0.9,"GDX":0.9}},"isVote":1,"tweetType":1,"viewCount":3152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160592700,"gmtCreate":1623801316100,"gmtModify":1703819673672,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160592700","repostId":"2143757905","repostType":4,"isVote":1,"tweetType":1,"viewCount":4177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183470290,"gmtCreate":1623344784810,"gmtModify":1704201443742,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"woah","listText":"woah","text":"woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183470290","repostId":"1114471498","repostType":4,"repost":{"id":"1114471498","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":1623335336,"share":"https://ttm.financial/m/news/1114471498?lang=en_US&edition=fundamental","pubTime":"2021-06-10 22:28","market":"us","language":"zh","title":"[Change] Retail group stocks Clover Health and Game Station both exceed 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114471498","media":"老虎资讯综合","summary":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该","content":"<p>Clover Health, a new retail group stock, fell nearly 10% on June 10, after<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>downgraded the company to weaker than the broader market from neutral, saying its fundamentals could not support the share price. Investors should stay away from the heavily shorted stock after Reddit traders helped it rise.</p><p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>At the same time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>With a drop of more than 10%, brokerage Baird said that the transformation plan of Game Station is still a mystery, and its share price is expected to fall by 90%. Previously, Game Station appointed a new CEO and CFO.</p><p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>[Change] Retail group stocks Clover Health and Game Station both exceed 10%</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\">\n[Change] Retail group stocks Clover Health and Game Station both exceed 10%\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\">2021-06-10 22:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Clover Health, a new retail group stock, fell nearly 10% on June 10, after<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>downgraded the company to weaker than the broader market from neutral, saying its fundamentals could not support the share price. Investors should stay away from the heavily shorted stock after Reddit traders helped it rise.</p><p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>At the same time,<a href=\"https://laohu8.com/S/GME\">Game Station</a>With a drop of more than 10%, brokerage Baird said that the transformation plan of Game Station is still a mystery, and its share price is expected to fall by 90%. Previously, Game Station appointed a new CEO and CFO.</p><p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c011e7fc6ac0d961e1625ddf97c3d63","relate_stocks":{"GME":"游戏驿站","CLOV":"Clover Health Corp"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114471498","content_text":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该股。\n\n同时，游戏驿站跌超10%，券商Baird称，游戏驿站的转型计划仍然成谜，预计其股价将下跌90%。此前，游戏驿站任命新的CEO和CFO。","news_type":1,"symbols_score_info":{"GME":0.9,"CLOV":0.9}},"isVote":1,"tweetType":1,"viewCount":4175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134661872,"gmtCreate":1622222977996,"gmtModify":1704181888037,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"destint","listText":"destint","text":"destint","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134661872","repostId":"2138025131","repostType":4,"isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192171991,"gmtCreate":1621170101113,"gmtModify":1704353576129,"author":{"id":"3572057606547842","authorId":"3572057606547842","name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572057606547842","idStr":"3572057606547842"},"themes":[],"title":"","htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192171991","repostId":"2135898114","repostType":4,"repost":{"id":"2135898114","kind":"news","pubTimestamp":1621158599,"share":"https://ttm.financial/m/news/2135898114?lang=en_US&edition=fundamental","pubTime":"2021-05-16 17:49","market":"hk","language":"zh","title":"Tianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse","url":"https://stock-news.laohu8.com/highlight/detail?id=2135898114","media":"第一财经","summary":"5月15日，经历了延期、停牌等重重波折的天津土拍收官，45宗地块最终成交金额498亿元。但从发布土地出让公告开始，天津土拍便充满“变数”。风平浪静、少见争夺，是当日天津土拍的主基调。融创中国在大本营持续重仓，单日取得6宗住宅用地，单日成交金额105亿元。两天下来，融创成为本次土拍的最大得主，独自取地7宗，成交金额118亿元。","content":"<p><div>On May 15th, Tianjin land auction, which experienced many twists and turns such as delay and suspension, ended, with the final turnover of 45 plots of land being 49.8 billion yuan. Thanks to the land supply in the core areas, the overall transaction premium rate of this land auction was about 10.5%, an increase of 6.4 percentage points over the previous year, but 17 parcels of land were still sold at the reserve price. As a megacity adjacent to the capital, Tianjin has always been a place where all housing enterprises compete for layout. However, since the announcement of land transfer was issued, Tianjin land auction was full of \"variables\". On May 12, the district branches of Tianjin Municipal Planning and Natural Resources Bureau announced that in 2021, the first batch of 58 centralized supply residential land in Tianjin...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">Web link</a></div></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse</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\">\nTianjin Earth Auction Reproduces Market Differentiation, Sunac Throws Ten Billions to Continue Heavy Warehouse\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\">2021-05-16 17:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On May 15th, Tianjin land auction, which experienced many twists and turns such as delay and suspension, ended, with the final turnover of 45 plots of land being 49.8 billion yuan. Thanks to the land supply in the core areas, the overall transaction premium rate of this land auction was about 10.5%, an increase of 6.4 percentage points over the previous year, but 17 parcels of land were still sold at the reserve price. As a megacity adjacent to the capital, Tianjin has always been a place where all housing enterprises compete for layout. However, since the announcement of land transfer was issued, Tianjin land auction was full of \"variables\". On May 12, the district branches of Tianjin Municipal Planning and Natural Resources Bureau announced that in 2021, the first batch of 58 centralized supply residential land in Tianjin...</p><p><a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b\">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/ac093388cef4f63b42d844ba351523e4","relate_stocks":{"01918":"融创中国"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021051617504677e78531&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135898114","content_text":"5月15日，经历了延期、停牌等重重波折的天津土拍收官，45宗地块最终成交金额498亿元。得益于核心区域的土地供应，本次土拍整体成交溢价率约10.5%，较上年增长6.4个百分点，但仍有17宗地以底价成交。\n作为毗邻首都的超大城市，天津一直是各路房企竞相布局之地。但从发布土地出让公告开始，天津土拍便充满“变数”。\n5月12日，天津市规划和自然资源局各区分局宣布，2021年天津首批58宗集中供应宅地中的13宗地块因故停牌，停牌地块涉及环城、滨海、远郊等多个城区。除去上述地块，剩下共计45宗地被摆上货架。\n不过，5月14日土拍首日，房企拿地的热情并不高涨。两个小时内，19宗地块悉数成交，除了滨海新区有3宗地块溢价出售，其余16宗土地均以底价成交。风平浪静、少见争夺，是当日天津土拍的主基调。\n“天津土拍的政策是先竞价，到45%溢价率时转竞自持租赁住房面积。而从首日土拍结果看，滨海新区3宗地虽然热度相对较高，但溢价率仍无法触顶。”贝壳研究院高级分析师潘浩称。\n5月15日，因参拍宗地质量有所提高，市场热度也较上日走暖。其中，溢价率最高的为南开区天拖地块，被招商蛇口收入囊中，溢价率49%，总价29.9亿元；海教园两宗地也引来16家房企竞拍，成交溢价率约43%。\n融创中国在大本营持续重仓，单日取得6宗住宅用地，单日成交金额105亿元。两天下来，融创成为本次土拍的最大得主，独自取地7宗，成交金额118亿元。绿城拿地金额位于第二，独自取地3宗，成交43亿元。\n从成交住宅用地的楼面价看，招商平均成交楼面价达30303元/平方米，为取地平均单价最高房企；其次为绿城，平均成交楼面价达15077元/平方米；再次为中海，平均成交楼面价达14774元/平方米。\n在北京土拍中“颗粒无收”的中海，终于在天津有所入仓，以25.81亿元竞得编号津北天（挂）2021-002号地块。“低调”拿地的万科也现身天津，以19.3亿元拿下编号津滨开（挂）2021-1号地块，溢价率约19.2%。\n除上述房企外，旭辉、大华、正荣、远洋、金隅、中骏、朗诗、金地、金科、龙湖、新城也各有斩获。\n“得益于南开等核心区域和高价值地块集中出让，本批次成交带动整体成交楼面价提升，约为9293元/平方米，较2020年增长37.8%。”贝壳研究院称，成交溢价率达10.5%，较2020年全年成交溢价率增长6.4个百分点。\n不过，相较于长三角及华南等地区，天津不管楼市还是地市均较为理性。被房企争抢的天拖地块，位于天津核心区域南开区，土地资源较少且优质，引来房企争夺；而非核心区域的土地出让，便难掀市场热度。\n“从土拍结果看，45宗成交住宅用地中4宗触顶，其中仅有2宗竞租赁住房面积。另外45宗成交住宅用地中，17宗底价成交。其余地块成交溢价率控制在10%~40%之间，可见天津住宅用地市场分化明显。”潘浩表示。","news_type":1,"symbols_score_info":{"01918":0.9}},"isVote":1,"tweetType":1,"viewCount":3753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}