Leong1010 personal page - To The Moon

Leong1010

Leong1010

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2022-06-14

Gqj

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2022-10-20

Nancy

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2022-09-26

JJ

2022-09-20

Very slow

2022-01-27

Good

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-02-23

666

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2021-02-20

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2021-02-20

666

Lei Jun ended up "kicking football". Is it reliable for Xiaomi to build a car?

2021-02-16

Alibabba gogo

Temasek Q4 Jiancang DoorDash, Ali as the second largest holding stock

2021-02-03

666

Foreign media headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet

Go to Tiger App to see more news

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Is it reliable for Xiaomi to build a car?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166915001","media":"侃见财经","summary":"小米不仅走出了低谷，现在已经开始攀越高山了。2月19日，有媒体报道称，小米已经确定造车，且将造车作为战略级决策。知情人士还称，小米造车或将由雷军亲自带队。消息一出，小米集团股价盘中大涨12%，收盘回落","content":"<p>Not only has Xiaomi emerged from the trough, but it has now begun to climb the mountain. On February 19th, some media reported that Xiaomi had decided to build a car, and made it a strategic decision. People familiar with the matter also said that Xiaomi will build a car or be personally led by Lei Jun.</p><p><img src=\"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e\" tg-width=\"1080\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>As soon as the news came out, Xiaomi Group's share price rose by 12% in the intraday session, closing back to 6.4%, with a total market value of HK$ 772.2 billion.</p><p>For Xiaomi's car manufacturing, Xiaomi Group responded that it would not respond for the time being, waiting for public information disclosure.</p><p>I think Xiaomi's car building is a high probability event. For new energy vehicles, a track with relatively \"low threshold\" and good certainty, it is not a good time to cut in at this time.</p><p>In the past decade, Xiaomi has been born for \"fever\" from scratch.</p><p>In order to achieve the ultimate hardware, Xiaomi's products can always see the shadow of \"cost performance\". In order to kill the quality, Lei Jun has run to Japan several times to learn from the experience. Fortunately, Lei Jun ran through the line of smart phones and basically eliminated China's knockoff mobile phones.</p><p>On July 9, 2018, Lei Jun and Xiaomi landed on HKEx.</p><p>Listing is an important milestone for every company. In less than ten years from its founding to listing, Xiaomi surpassed Jinshan, and Lei Jun also proved his value with Xiaomi.</p><p>At the beginning of the listing, Jack Ma, Ma Huateng, Li Ka-shing and others appeared in Xiaomi's shareholder list, and investors also enthusiastically blessed Xiaomi with their \"voting rights\". To this end, Lei Jun once said that \"investors who bought Xiaomi shares on the first day of listing should earn at least double\".</p><p><img src=\"https://static.tigerbbs.com/7e22a5d3be905a202d9210a65c3f5285\" tg-width=\"1080\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>At the beginning of 2019, Lei Jun wrote in the circle of friends, \"Ten years ago, I came up with the idea of founding Xiaomi; Ten years later, hundreds of millions of people around the world are using Xiaomi products in various ways; In the past ten years, I don't seem to have changed much. I have to give it a shit!\"</p><p>What Lei Jun didn't expect was that Xiaomi's share price fell below the issue price before he had time to play. In order to stop the share price from falling, Lei Jun thought of many ways, including extending the lifting time, promising not to sell and repurchase, and so on.</p><p>But none of this has made Xiaomi's share price improve at all. In one year, Xiaomi's share price has dropped by 50% from the issuance price. At that time, the market was full of two voices. The first one thought that Xiaomi's issue price was too high, which was the main reason for its continuous decline, and its valuation could only be valued according to the manufacturing industry. They thought that Xiaomi's share price was still overvalued. Another believes that Xiaomi should be valued by Internet companies, and Xiaomi's share price is obviously undervalued.</p><p>Under both voices, the market is obviously more inclined to the former.</p><p>Lei Jun once said in public: \"In the face of the falling stock price, I am too anxious to sleep. Everyone has invested $5.5 billion. If it falls too ugly, how can I go out to meet people?\"</p><p>On the one hand, there is double-digit growth in revenue and net profit, and on the other hand, there is a share price below the issue price. Although Lei Jun's \"efforts\" are limited, he still makes unremitting efforts.</p><p>In 2020, a pandemic changed the ecology and landscape of global business.</p><p><img src=\"https://static.tigerbbs.com/d79620f3e3dafdacd4737cbcb2a815cc\" tg-width=\"1080\" tg-height=\"780\" referrerpolicy=\"no-referrer\"></p><p>In the middle of last year, Xiaomi regained its upward trend driven by Internet companies such as Meituan, and the market also reevaluated Xiaomi's value. In less than a year, Xiaomi's share price rose from HK$ 10/share to a maximum of HK$ 35.9/share. Not only that, Xiaomi's revenue also exceeded 200 billion yuan (in 2019, Xiaomi's revenue was 205.839 billion, and its net profit was 10.044 billion yuan).</p><p>In the past year, most of Huawei's lost overseas markets have been taken over by Xiaomi, but the ceiling of the global mobile phone market has become very obvious. Under the stock market, the future game will definitely become more and more fierce.</p><p>Regarding car building, it is reported that Lei Jun has considered the feasibility of Xiaomi car building many times before, but it has been rejected many times.</p><p>In my opinion, the new energy vehicle track has now become one of the biggest outlets in the world. Evergrande Xu Jiayin once predicted that the track will be a market of over 10 trillion in the next ten years.</p><p>So today, Lei Jun's cutting into this track can not only seek new growth points for Xiaomi, but also intensify the healthy competition of this track. In fact, Lei Jun didn't suddenly come up with the idea of building a car. As early as 2013, Lei Jun visited Tesla CEO Musk twice in the United States. And he wrote on his official account, \"I'm very interested in Musk's Tesla car.\"</p><p><img src=\"https://static.tigerbbs.com/41a93d03c8ae0af9d68db31beb0d9f5a\" tg-width=\"1080\" tg-height=\"950\" referrerpolicy=\"no-referrer\"></p><p>In 2015, Lei Jun also revealed the idea of building a car. However, at that time, the outside world was not optimistic about building a car. Since then, Lei Jun did not continue to advance. However, it is somewhat interesting that he founded Shunwei Capital and invested not only in Nio Motors, but also in Li Auto. Even XPeng Motors invested 50 million US dollars.</p><p>According to media reports, in 2018, Xiaomi has launched an internal research on a car-building project named \"micar\", led by the staff department responsible for formulating Xiaomi's strategy.</p><p>At present, Apple, Samsung and Huawei have all cut into the new energy track, and Tencent, Ali and Baidu have also entered the game in various forms. Evergrande has invested more than 400 billion yuan for this purpose. Under the secret battle of all forces, I think Xiaomi's entry is just right. Not long ago, Xiaomi Group just issued an additional 26 billion yuan, which means that Xiaomi has waited for the right time, place and people, and all the conditions have been met.</p><p>On the whole, I think Xiaomi will finally play football, because all the global mobile phone manufacturers have basically entered the game, and some leading Internet companies are also quick. If Xiaomi still decides to invest instead of going off in person at this time, Xiaomi will definitely be the most frustrated one on the new energy track in the future.</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>Lei Jun ended up \"kicking football\". Is it reliable for Xiaomi to build a car?</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\">\nLei Jun ended up \"kicking football\". Is it reliable for Xiaomi to build a car?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090688601\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b30934034f584369aeef0c7ed4236314);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">侃见财经 </p>\n<p class=\"h-time smaller\">2021-02-20 10:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Not only has Xiaomi emerged from the trough, but it has now begun to climb the mountain. On February 19th, some media reported that Xiaomi had decided to build a car, and made it a strategic decision. People familiar with the matter also said that Xiaomi will build a car or be personally led by Lei Jun.</p><p><img src=\"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e\" tg-width=\"1080\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>As soon as the news came out, Xiaomi Group's share price rose by 12% in the intraday session, closing back to 6.4%, with a total market value of HK$ 772.2 billion.</p><p>For Xiaomi's car manufacturing, Xiaomi Group responded that it would not respond for the time being, waiting for public information disclosure.</p><p>I think Xiaomi's car building is a high probability event. For new energy vehicles, a track with relatively \"low threshold\" and good certainty, it is not a good time to cut in at this time.</p><p>In the past decade, Xiaomi has been born for \"fever\" from scratch.</p><p>In order to achieve the ultimate hardware, Xiaomi's products can always see the shadow of \"cost performance\". In order to kill the quality, Lei Jun has run to Japan several times to learn from the experience. Fortunately, Lei Jun ran through the line of smart phones and basically eliminated China's knockoff mobile phones.</p><p>On July 9, 2018, Lei Jun and Xiaomi landed on HKEx.</p><p>Listing is an important milestone for every company. In less than ten years from its founding to listing, Xiaomi surpassed Jinshan, and Lei Jun also proved his value with Xiaomi.</p><p>At the beginning of the listing, Jack Ma, Ma Huateng, Li Ka-shing and others appeared in Xiaomi's shareholder list, and investors also enthusiastically blessed Xiaomi with their \"voting rights\". To this end, Lei Jun once said that \"investors who bought Xiaomi shares on the first day of listing should earn at least double\".</p><p><img src=\"https://static.tigerbbs.com/7e22a5d3be905a202d9210a65c3f5285\" tg-width=\"1080\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>At the beginning of 2019, Lei Jun wrote in the circle of friends, \"Ten years ago, I came up with the idea of founding Xiaomi; Ten years later, hundreds of millions of people around the world are using Xiaomi products in various ways; In the past ten years, I don't seem to have changed much. I have to give it a shit!\"</p><p>What Lei Jun didn't expect was that Xiaomi's share price fell below the issue price before he had time to play. In order to stop the share price from falling, Lei Jun thought of many ways, including extending the lifting time, promising not to sell and repurchase, and so on.</p><p>But none of this has made Xiaomi's share price improve at all. In one year, Xiaomi's share price has dropped by 50% from the issuance price. At that time, the market was full of two voices. The first one thought that Xiaomi's issue price was too high, which was the main reason for its continuous decline, and its valuation could only be valued according to the manufacturing industry. They thought that Xiaomi's share price was still overvalued. Another believes that Xiaomi should be valued by Internet companies, and Xiaomi's share price is obviously undervalued.</p><p>Under both voices, the market is obviously more inclined to the former.</p><p>Lei Jun once said in public: \"In the face of the falling stock price, I am too anxious to sleep. Everyone has invested $5.5 billion. If it falls too ugly, how can I go out to meet people?\"</p><p>On the one hand, there is double-digit growth in revenue and net profit, and on the other hand, there is a share price below the issue price. Although Lei Jun's \"efforts\" are limited, he still makes unremitting efforts.</p><p>In 2020, a pandemic changed the ecology and landscape of global business.</p><p><img src=\"https://static.tigerbbs.com/d79620f3e3dafdacd4737cbcb2a815cc\" tg-width=\"1080\" tg-height=\"780\" referrerpolicy=\"no-referrer\"></p><p>In the middle of last year, Xiaomi regained its upward trend driven by Internet companies such as Meituan, and the market also reevaluated Xiaomi's value. In less than a year, Xiaomi's share price rose from HK$ 10/share to a maximum of HK$ 35.9/share. Not only that, Xiaomi's revenue also exceeded 200 billion yuan (in 2019, Xiaomi's revenue was 205.839 billion, and its net profit was 10.044 billion yuan).</p><p>In the past year, most of Huawei's lost overseas markets have been taken over by Xiaomi, but the ceiling of the global mobile phone market has become very obvious. Under the stock market, the future game will definitely become more and more fierce.</p><p>Regarding car building, it is reported that Lei Jun has considered the feasibility of Xiaomi car building many times before, but it has been rejected many times.</p><p>In my opinion, the new energy vehicle track has now become one of the biggest outlets in the world. Evergrande Xu Jiayin once predicted that the track will be a market of over 10 trillion in the next ten years.</p><p>So today, Lei Jun's cutting into this track can not only seek new growth points for Xiaomi, but also intensify the healthy competition of this track. In fact, Lei Jun didn't suddenly come up with the idea of building a car. As early as 2013, Lei Jun visited Tesla CEO Musk twice in the United States. And he wrote on his official account, \"I'm very interested in Musk's Tesla car.\"</p><p><img src=\"https://static.tigerbbs.com/41a93d03c8ae0af9d68db31beb0d9f5a\" tg-width=\"1080\" tg-height=\"950\" referrerpolicy=\"no-referrer\"></p><p>In 2015, Lei Jun also revealed the idea of building a car. However, at that time, the outside world was not optimistic about building a car. Since then, Lei Jun did not continue to advance. However, it is somewhat interesting that he founded Shunwei Capital and invested not only in Nio Motors, but also in Li Auto. Even XPeng Motors invested 50 million US dollars.</p><p>According to media reports, in 2018, Xiaomi has launched an internal research on a car-building project named \"micar\", led by the staff department responsible for formulating Xiaomi's strategy.</p><p>At present, Apple, Samsung and Huawei have all cut into the new energy track, and Tencent, Ali and Baidu have also entered the game in various forms. Evergrande has invested more than 400 billion yuan for this purpose. Under the secret battle of all forces, I think Xiaomi's entry is just right. Not long ago, Xiaomi Group just issued an additional 26 billion yuan, which means that Xiaomi has waited for the right time, place and people, and all the conditions have been met.</p><p>On the whole, I think Xiaomi will finally play football, because all the global mobile phone manufacturers have basically entered the game, and some leading Internet companies are also quick. If Xiaomi still decides to invest instead of going off in person at this time, Xiaomi will definitely be the most frustrated one on the new energy track in the future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166915001","content_text":"小米不仅走出了低谷，现在已经开始攀越高山了。2月19日，有媒体报道称，小米已经确定造车，且将造车作为战略级决策。知情人士还称，小米造车或将由雷军亲自带队。消息一出，小米集团股价盘中大涨12%，收盘回落至6.4%，总市值为7722亿港币。对于小米造车，小米集团回应称，暂不回应，等公开信息披露。我认为小米造车为大概率事件，对于新能源车这个门槛相对“不高”且确定性比较好的赛道，此时切入不可谓不是一个好时机。过去的十年时间里，小米从零开始为“发烧而生”。为了把硬件做到极致，小米的产品总能看到“性价比”的影子。为了死磕质量，雷军曾跑了数次日本取经。幸运的是，雷军跑通了智能手机这条线，也基本消灭中国的山寨手机。2018年7月9日，雷军携小米登陆港交所。上市对于每一家公司来说都是一个重要的里程碑，从创立到上市不到十年的时间，小米超越了金山，雷军也用小米证明了他的价值。上市之初，小米的股东列表里出现了马云、马化腾、李嘉诚等人，投资者也热情地用手中的“投票权”加持着小米。为此，雷军曾表示“要让上市首日买入小米股票的投资人赚至少一倍以上”。2019年年初，雷军在朋友圈写道，“十年前，我产生出了创办小米的想法；十年后，全球有几亿人在各种用小米的产品；这十年，我好像没什么变化。我得嘚瑟一下！”让雷军没想到的是他还没来得及嘚瑟，小米的股价就跌破了发行价，为了让股价止跌，雷军想了很多办法，包括延长解禁时间，承诺不抛售以及回购等等。但这一切都没能让小米的股价有一丁点起色，一年时间里，小米的股价较发行价跌了50%。当时市场充斥着两种声音，第一种认为小米发行价过高，这是其跌跌不休的主要原因，并且其估值也只能按照制造业去估值，他们认为小米股价仍被高估。另外一种认为小米应该以互联网企业去估值，小米的股价显然被低估了。两种声音下，市场显然更倾向于前者。雷军曾在公开场合谈到：“面对不断下跌的股价，我都焦虑得睡不着觉。大家都投资了55亿美元了，要是跌得太难看，我还怎么出去见人？”一边是两位数增长的营收和净利，一边是跌破发行价的股价，尽管雷军“努力”有限，但他仍然做着不懈的努力。2020年，一场疫情改变了全球商业的生态和格局。去年年中，小米在美团等互联网企业的带动下重拾升势，市场也重新评估了小米的价值。不到一年的时间里，小米的股价从10港元/股，涨至最高35.9港元/股。不仅如此，小米的营收也突破2000亿元（2019年小米营收2058.39亿，净利润100.44亿）。过去的一年，华为在海外的失去的市场大部分都被小米接了过去，但全球手机市场的天花板已经十分明显，存量市场下，未来博弈肯定会愈发激烈。对于造车，有报道称雷军此前曾多次考虑小米造车的可行性，但被多次否决。在我看来，如今新能源车赛道已经全球最大的风口之一，恒大许家印曾预测未来十年，该赛道将会是一个超十万亿级的市场。所以今天，雷军切入这个赛道不仅能为小米寻求新的增长点，也能加剧该赛道的良性竞争。事实上，关于造车想法雷军也不是现在突然冒出来的，早在2013年，雷军就曾两次去美国拜访特斯拉CEO马斯克。并且他在自己的公众号上撰文称，“我对Musk的Tesla汽车很感兴趣。”2015年，雷军也曾流露过造车的想法，不过当时外界对于造车并不乐观，其后雷军就没有继续推进，但有些意思的是，他创立了顺为资本不仅投资了蔚来汽车，还投资了理想汽车，就连小鹏汽车他也都投资了5000万美金。据媒体报道，2018年小米就已经在内部启动了名为 “micar” 的造车项目调研，由负责制定小米战略的参谋部牵头。目前，苹果、三星、华为都已经切入新能源赛道，腾讯、阿里、百度也以各种形式入局，恒大为此已经投资超过了4000亿，各方势力暗战下，我觉得小米入局恰到好处，且此前不久，小米集团刚增发260亿元，也就是说小米已经等到了天时地利人和，所有的条件已经都具备了。综合而言，我认为小米最终一定会下场踢球，因为全球手机大厂基本已经全部入局，一些互联网头部企业也都快马扬鞭，如果此时小米依旧决定投资而不亲自下场，未来新能源赛道上，小米必然是最失意的那个。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":6630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382718978,"gmtCreate":1613483294394,"gmtModify":1704881004482,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574997087165025","authorIdStr":"3574997087165025"},"themes":[],"title":"","htmlText":"Alibabba gogo","listText":"Alibabba gogo","text":"Alibabba gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382718978","repostId":"1149827490","repostType":4,"repost":{"id":"1149827490","kind":"news","pubTimestamp":1613482683,"share":"https://ttm.financial/m/news/1149827490?lang=en_US&edition=fundamental","pubTime":"2021-02-16 21:38","market":"us","language":"zh","title":"Temasek Q4 Jiancang DoorDash, Ali as the second largest holding stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1149827490","media":"智通财经","summary":"四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。","content":"<p>According to the disclosure of the U.S. Securities and Exchange Commission (SEC), Temasek recently filed its position report (13F) for the fourth quarter (Q4) ended December 31, 2020.</p><p>In the fourth quarter, the total market value of Temasek's holdings was US$23.281 billion, compared with US$19.698 billion in the previous quarter, an increase of 18% from the previous quarter. 15 new positions were added, 9 targets were increased, 6 targets were reduced, and 11 targets were cleared. As of December 31, 2020, the fund's top ten holdings accounted for 66.66% of the total market capitalization.</p><p><img src=\"https://static.tigerbbs.com/0e8af1b02621ad422059d675ef256600\" tg-width=\"489\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p><b>Among the top five holding stocks,</b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK.US) ranked first, with a position of about 5.95 million shares and a market capitalization of about $4.295 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) came second with a position of approximately 12.06 million shares and a market value of approximately $2.807 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>(PYPL.US) ranked third with a position of about 9.5 million shares and a market capitalization of about $2.226 billion, up 1% from the number of positions held in the previous quarter.</p><p>Fourth and fifth were VISA (V.US) and VISA (V.US)<a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a>Inc (LUMN.US), with market capitalizations of positions of $1.157 billion and $948 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/56b1585b8635ac92963a695a4708f3fc\" tg-width=\"1865\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p><p><b>From the perspective of the change of position ratio, Temasek's top five buying stocks are</b>: DoorDash (DASH.US), ContextLogic (WISH.US), Basic<a href=\"https://laohu8.com/S/XLB\">Materials ETF</a>-SPDR (XLB.US), Industrial Index ETF-SPDR (XLI.US) and Microsoft (MSFT.US).</p><p><img src=\"https://static.tigerbbs.com/509a375bc52bc135e97e08d2fdfee85b\" tg-width=\"383\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p><p>Temasek<b>The top five selling stocks are</b>: Dell Technologies Inc. (DELL.US),<a href=\"https://laohu8.com/S/DD\">DuPont</a>(DD.US), US Core Treasury Bond Index ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(GOVT.US),<a href=\"https://laohu8.com/S/XLK\">High Tech Index ETF-SPDR</a>(XLK.US) and<a href=\"https://laohu8.com/S/USIG\">iShares Broad USD Investment Grade Corporate Bond ETF</a>(USIG.US).</p><p><img src=\"https://static.tigerbbs.com/69bd72abc16d4bf11dea00f25fd0cb4e\" tg-width=\"386\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of positions, Temasek Q4 Jiancang DoorDash (DASH.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US). In addition, the fund increased its holdings<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US) and Uber (UBER.US); Reduce holdings<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME.US), a 98% reduction from the number of holdings in the previous quarter.</p>","source":"highlight_zhitongcaijin","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>Temasek Q4 Jiancang DoorDash, Ali as the second largest holding stock</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\">\nTemasek Q4 Jiancang DoorDash, Ali as the second largest holding stock\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-02-16 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the disclosure of the U.S. Securities and Exchange Commission (SEC), Temasek recently filed its position report (13F) for the fourth quarter (Q4) ended December 31, 2020.</p><p>In the fourth quarter, the total market value of Temasek's holdings was US$23.281 billion, compared with US$19.698 billion in the previous quarter, an increase of 18% from the previous quarter. 15 new positions were added, 9 targets were increased, 6 targets were reduced, and 11 targets were cleared. As of December 31, 2020, the fund's top ten holdings accounted for 66.66% of the total market capitalization.</p><p><img src=\"https://static.tigerbbs.com/0e8af1b02621ad422059d675ef256600\" tg-width=\"489\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p><b>Among the top five holding stocks,</b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK.US) ranked first, with a position of about 5.95 million shares and a market capitalization of about $4.295 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) came second with a position of approximately 12.06 million shares and a market value of approximately $2.807 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>(PYPL.US) ranked third with a position of about 9.5 million shares and a market capitalization of about $2.226 billion, up 1% from the number of positions held in the previous quarter.</p><p>Fourth and fifth were VISA (V.US) and VISA (V.US)<a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a>Inc (LUMN.US), with market capitalizations of positions of $1.157 billion and $948 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/56b1585b8635ac92963a695a4708f3fc\" tg-width=\"1865\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p><p><b>From the perspective of the change of position ratio, Temasek's top five buying stocks are</b>: DoorDash (DASH.US), ContextLogic (WISH.US), Basic<a href=\"https://laohu8.com/S/XLB\">Materials ETF</a>-SPDR (XLB.US), Industrial Index ETF-SPDR (XLI.US) and Microsoft (MSFT.US).</p><p><img src=\"https://static.tigerbbs.com/509a375bc52bc135e97e08d2fdfee85b\" tg-width=\"383\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p><p>Temasek<b>The top five selling stocks are</b>: Dell Technologies Inc. (DELL.US),<a href=\"https://laohu8.com/S/DD\">DuPont</a>(DD.US), US Core Treasury Bond Index ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(GOVT.US),<a href=\"https://laohu8.com/S/XLK\">High Tech Index ETF-SPDR</a>(XLK.US) and<a href=\"https://laohu8.com/S/USIG\">iShares Broad USD Investment Grade Corporate Bond ETF</a>(USIG.US).</p><p><img src=\"https://static.tigerbbs.com/69bd72abc16d4bf11dea00f25fd0cb4e\" tg-width=\"386\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of positions, Temasek Q4 Jiancang DoorDash (DASH.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US). In addition, the fund increased its holdings<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US) and Uber (UBER.US); Reduce holdings<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME.US), a 98% reduction from the number of holdings in the previous quarter.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/412094.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f99ab44f37bd48385a58c730c295805c","relate_stocks":{"DASH":"DoorDash, Inc.","BABA":"阿里巴巴"},"source_url":"https://www.zhitongcaijing.com/content/detail/412094.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1149827490","content_text":"根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。\n四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。\n\n在前五大重仓股中，贝莱德(BLK.US)位列第一，持仓约595万股，持仓市值约42.95亿美元，持仓数量与上季度持平。\n阿里巴巴(BABA.US)位列第二，持仓约1206万股，持仓市值约28.07亿美元，持仓数量与上季度持平。\nPayPal(PYPL.US)位列第三，持仓约950万股，持仓市值约22.26亿美元，较上季度持仓数量增持1%。\n第四和第五分别为VISA(V.US)和Lumen Technologies Inc(LUMN.US)，持仓市值分别为11.57亿美元和9.48亿美元。\n\n从持仓比例变化来看，淡马锡前五大买入股分别是：DoorDash(DASH.US)、ContextLogic(WISH.US)、基础材料ETF-SPDR(XLB.US)、工业指数ETF-SPDR(XLI.US)和微软(MSFT.US)。\n\n淡马锡前五大卖出股分别是：Dell Technologies Inc.(DELL.US)、杜邦(DD.US)、美国核心国债指数ETF-iShares(GOVT.US)、高科技指数ETF-SPDR (XLK.US)和iShares Broad USD Investment Grade Corporate Bond ETF (USIG.US)。\n\n从持仓来看，淡马锡Q4建仓DoorDash(DASH.US)、微软(MSFT.US)。此外，该基金增持亚马逊(AMZN.US)和Uber(UBER.US)；减持腾讯音乐(TME.US)，较上季度持仓数量减持了98%。","news_type":1,"symbols_score_info":{"DASH":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314164306,"gmtCreate":1612321107005,"gmtModify":1704869701495,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574997087165025","authorIdStr":"3574997087165025"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314164306","repostId":"1189814997","repostType":4,"repost":{"id":"1189814997","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":1612309127,"share":"https://ttm.financial/m/news/1189814997?lang=en_US&edition=fundamental","pubTime":"2021-02-03 07:38","market":"hk","language":"zh","title":"Foreign media headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1189814997","media":"老虎资讯综合","summary":"高盛将白银视为首选贵金属 但认为不会出现逼空行情高盛表示，周一白银狂热的涨势永远不足以逼停空头，因为这些空头头寸有实货支撑。白银周一飙升至八年高位，大批资金涌入交易所交易基金。自那以后，随着投资者套现离场，白银已经回吐了大部分涨幅，Jeffrey Currie等高盛分析师称，持仓量限制和充足的实物供应意味着发生在GameStop上的逼空行情无法在白银市场重演。","content":"<p>CNBC | GameStop, AMC and silver plummet across the board Retail speculation boom retreats CNBC | Despite trading restrictions Robinhood app downloads surge in short squeeze frenzy Bloomberg | Goldman Sachs sees silver as the preferred precious metal but thinks there will be no short squeeze Bloomberg | Oxford University: Two doses of AstraZeneca vaccine 3 months apart have 82.4% effectiveness Forbes | Bank of America: U.S. stock market has become similar to the dot-com bubble period and may pull back by nearly 10% in the future Reuters | Tesla recalls 134,951 Model S and Model X: There are serious safety hazards<h2>Bloomberg</h2><b>Goldman Sachs sees silver as its preferred precious metal but sees no short squeeze</b><img src=\"https://static.tigerbbs.com/593a5103aefb3620718c10dff810d5e0\" tg-width=\"1222\" tg-height=\"465\" referrerpolicy=\"no-referrer\">Goldman Sachs said Monday's frenetic rally in silver will never be enough to stop bears, as those short positions are supported by physical commodities. However, Goldman Sachs still regards silver as its preferred precious metal.</p><p>Silver surged to an eight-year high on Monday as a flood of money poured into exchange-traded funds. Since then, silver has given up most of its gains as investors have cashed out and left the market, with Goldman Sachs analysts such as Jeffrey Currie saying that position limits and ample physical supply mean the short squeeze that happened on GameStop can't be repeated in the silver market.</p><p>The analysts wrote in a note: \"Although some short positions are speculative and need to be covered before maturity, most short positions are established by industrial producers to hedge forward earnings. When short positions in commodities are widely supported in kind, there will be no subsequent buying or short squeeze.\"</p><p><h2>Forbes</h2><b>Bank of America: The U.S. stock market has become similar to the period of the Internet bubble, and the future or pullback is nearly 10%</b><img src=\"https://static.tigerbbs.com/c20a002202b07f92a3ac475e92879060\" tg-width=\"642\" tg-height=\"318\" referrerpolicy=\"no-referrer\">According to some Wall Street strategists, 2021 is starting to look a lot like 2000.</p><p>In a research note released today, Bank of America strategists wrote that today's U.S. stock market looks more and more like the market during the dot-com bubble amid a trading frenzy among retail investors, high market optimism and overvalued stocks. They pointed to the similarity reinforced last week's rise in the stock prices of video game retailers GameStop, AMC Entertainment Inc., Express and others, when retail investors gathered on Reddit forums flocked to buy the heavily shorted stocks in droves.</p><p>\"The sell-off in stocks last week, the worst since last October, was likely catalyzed by a retail-led short squeeze, but aside from significant retail participation, there are some other similarities to the situation between 2000,\" Savita Subramanian, equity strategist at Bank of America, wrote in the report. \"We're also seeing a similar frenzy [as it was in 2000], with valuations already at high levels and no returns — in effect, the alpha is negative.\"</p><p>According to Bank of America, the recent uptick in optimism, following an unsustainable bubble in U.S. stocks, is a contrarian indicator of a possible correction in the market. Bank of America's own Sell Side Indicator, which measures how bullish Wall Street strategists are on stocks, rose nearly 1 percentage point in January, from 57.8 percent to 58.4 percent.</p><p>\"The indicator remains in the 'neutral' territory since December 2016, and the current return is harder to predict than when the indicator is between the 'buy' and 'sell' thresholds,\" said. \"But the current level is less than 2 percentage points away from the 'sell' signal, which is the shortest distance from a 'sell' since August 2007; after that, we saw a 12-month return of-11%.\"</p><p><h2>Reuters</h2><b>Tesla Recalls 134,951 Model S and Model X: There Are Serious Safety Risks</b><img src=\"https://static.tigerbbs.com/32664b21f8270dfc9f76e0035b54475f\" tg-width=\"888\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Tesla announced today that it is recalling 134,951 Model S and Model X electric vehicles. These vehicles have problems with their touchscreen systems that can cause camera images to disappear and windshield defog and defrost systems to fail, reducing visibility for drivers in inclement weather.</p><p>For a long time, older Model S and Model X owners have been reporting problems with their MCU (Media Control Unit), such as unresponsive touch screen, longer power-on time, screen death, having to restart, or even complete failure of the MCU unit.</p><p>It is reported that the MCU touch screen cannot be used mainly because of the failure of eMMC (embedded multimedia card). Tesla introduced a new MCU in 2018 that fixed the issue, but previous owners still suffered from the issue.</p><p><h2>CNBC</h2><b>Robinhood app downloads soar amid short squeeze frenzy despite trading restrictions</b><img src=\"https://static.tigerbbs.com/87f012c7f0fe33f0deae71ab1861dbda\" tg-width=\"1046\" tg-height=\"443\" referrerpolicy=\"no-referrer\">Although Robinhood's trading app restricted trading in some heavily shorted stocks like GameStop Corp last week, it outpaced all other U.S. trading apps in downloads.</p><p>The Robinhood App reached 2.1 million downloads on Google Play and the App Store last week, up 394 percent from the previous week, according to Sensor Tower.</p><p>The data could help ease concerns among Robinhood investors that last week's trading restrictions will negatively impact users, while Robinhood plans to go public by the end of the year.</p><p>Many Reddit users have accused Robinhood of succumbing to hedge funds by placing trading restrictions. Robinhood CEO Vlad Tenev believes containment measures are necessary to protect its trading platform.</p><p><b>GameStop, AMC and Silver plummet across the board, retail speculation boom retreats</b><img src=\"https://static.tigerbbs.com/c05f274fceeb2fa7b15a6c923df16c9f\" tg-width=\"1048\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Deals that were previously enthusiastically hailed by Reddit retail investors and went up wildly have begun to \"collapse\".</p><p>GameStop Corp. plunged 63.56% to $82.00 in early trading in New York, down 76% from last Wednesday's record-high close of $347.51. AMC Entertainment slipped 50% and Express Inc. fell 39%. While silver is down more than 5% after surging to an eight-year high.</p><p>These speculative activities, born from online forums, have attracted the attention of American politicians and overwhelmed brokers around the world. And now, the tide of the market is turning.</p><p>\"The short squeeze inevitably came to an end,\" said Mark Taylor, a sales trader at Mirabaud Securities. \"What seems to be clearer is that as all the cheering and frenzy dissipates, everything is back to what it was.\"</p><p>Some of the buying pressure that triggered last week's gains has eased. Looking at short positions, traders have stopped buying GameStop frantically to fill short positions.</p><p>According to data released by financial analytics firm S3 Partners, GameStop short positions plummeted to 53% of outstanding shares, compared with more than 140% last month. Monday's volume dwindled to about a third of the average of the last five trading sessions.</p><p><h2>Bloomberg</h2><b>Oxford University: Two doses of AstraZeneca vaccine 3 months apart are 82.4% effective</b><img src=\"https://static.tigerbbs.com/8680a3f613cdc31d9747658829904f0f\" tg-width=\"1048\" tg-height=\"335\" referrerpolicy=\"no-referrer\">According to a statement, Oxford's coronavirus vaccine, which takes two standard doses three months apart in the UK, showed an 82.4 per cent efficacy after the second dose.</p><p>The vaccine is 82.4% effective over 12 weeks, with a confidence interval of 62.7%-91.7% for 95% confidence, the statement said.</p><p>The analysis showed an efficacy rate of 76% from day 22 to day 90 after a single standard dose vaccination, and the protective effect did not decrease during this three-month period.</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 headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet\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 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>CNBC | GameStop, AMC and silver plummet across the board Retail speculation boom retreats CNBC | Despite trading restrictions Robinhood app downloads surge in short squeeze frenzy Bloomberg | Goldman Sachs sees silver as the preferred precious metal but thinks there will be no short squeeze Bloomberg | Oxford University: Two doses of AstraZeneca vaccine 3 months apart have 82.4% effectiveness Forbes | Bank of America: U.S. stock market has become similar to the dot-com bubble period and may pull back by nearly 10% in the future Reuters | Tesla recalls 134,951 Model S and Model X: There are serious safety hazards<h2>Bloomberg</h2><b>Goldman Sachs sees silver as its preferred precious metal but sees no short squeeze</b><img src=\"https://static.tigerbbs.com/593a5103aefb3620718c10dff810d5e0\" tg-width=\"1222\" tg-height=\"465\" referrerpolicy=\"no-referrer\">Goldman Sachs said Monday's frenetic rally in silver will never be enough to stop bears, as those short positions are supported by physical commodities. However, Goldman Sachs still regards silver as its preferred precious metal.</p><p>Silver surged to an eight-year high on Monday as a flood of money poured into exchange-traded funds. Since then, silver has given up most of its gains as investors have cashed out and left the market, with Goldman Sachs analysts such as Jeffrey Currie saying that position limits and ample physical supply mean the short squeeze that happened on GameStop can't be repeated in the silver market.</p><p>The analysts wrote in a note: \"Although some short positions are speculative and need to be covered before maturity, most short positions are established by industrial producers to hedge forward earnings. When short positions in commodities are widely supported in kind, there will be no subsequent buying or short squeeze.\"</p><p><h2>Forbes</h2><b>Bank of America: The U.S. stock market has become similar to the period of the Internet bubble, and the future or pullback is nearly 10%</b><img src=\"https://static.tigerbbs.com/c20a002202b07f92a3ac475e92879060\" tg-width=\"642\" tg-height=\"318\" referrerpolicy=\"no-referrer\">According to some Wall Street strategists, 2021 is starting to look a lot like 2000.</p><p>In a research note released today, Bank of America strategists wrote that today's U.S. stock market looks more and more like the market during the dot-com bubble amid a trading frenzy among retail investors, high market optimism and overvalued stocks. They pointed to the similarity reinforced last week's rise in the stock prices of video game retailers GameStop, AMC Entertainment Inc., Express and others, when retail investors gathered on Reddit forums flocked to buy the heavily shorted stocks in droves.</p><p>\"The sell-off in stocks last week, the worst since last October, was likely catalyzed by a retail-led short squeeze, but aside from significant retail participation, there are some other similarities to the situation between 2000,\" Savita Subramanian, equity strategist at Bank of America, wrote in the report. \"We're also seeing a similar frenzy [as it was in 2000], with valuations already at high levels and no returns — in effect, the alpha is negative.\"</p><p>According to Bank of America, the recent uptick in optimism, following an unsustainable bubble in U.S. stocks, is a contrarian indicator of a possible correction in the market. Bank of America's own Sell Side Indicator, which measures how bullish Wall Street strategists are on stocks, rose nearly 1 percentage point in January, from 57.8 percent to 58.4 percent.</p><p>\"The indicator remains in the 'neutral' territory since December 2016, and the current return is harder to predict than when the indicator is between the 'buy' and 'sell' thresholds,\" said. \"But the current level is less than 2 percentage points away from the 'sell' signal, which is the shortest distance from a 'sell' since August 2007; after that, we saw a 12-month return of-11%.\"</p><p><h2>Reuters</h2><b>Tesla Recalls 134,951 Model S and Model X: There Are Serious Safety Risks</b><img src=\"https://static.tigerbbs.com/32664b21f8270dfc9f76e0035b54475f\" tg-width=\"888\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Tesla announced today that it is recalling 134,951 Model S and Model X electric vehicles. These vehicles have problems with their touchscreen systems that can cause camera images to disappear and windshield defog and defrost systems to fail, reducing visibility for drivers in inclement weather.</p><p>For a long time, older Model S and Model X owners have been reporting problems with their MCU (Media Control Unit), such as unresponsive touch screen, longer power-on time, screen death, having to restart, or even complete failure of the MCU unit.</p><p>It is reported that the MCU touch screen cannot be used mainly because of the failure of eMMC (embedded multimedia card). Tesla introduced a new MCU in 2018 that fixed the issue, but previous owners still suffered from the issue.</p><p><h2>CNBC</h2><b>Robinhood app downloads soar amid short squeeze frenzy despite trading restrictions</b><img src=\"https://static.tigerbbs.com/87f012c7f0fe33f0deae71ab1861dbda\" tg-width=\"1046\" tg-height=\"443\" referrerpolicy=\"no-referrer\">Although Robinhood's trading app restricted trading in some heavily shorted stocks like GameStop Corp last week, it outpaced all other U.S. trading apps in downloads.</p><p>The Robinhood App reached 2.1 million downloads on Google Play and the App Store last week, up 394 percent from the previous week, according to Sensor Tower.</p><p>The data could help ease concerns among Robinhood investors that last week's trading restrictions will negatively impact users, while Robinhood plans to go public by the end of the year.</p><p>Many Reddit users have accused Robinhood of succumbing to hedge funds by placing trading restrictions. Robinhood CEO Vlad Tenev believes containment measures are necessary to protect its trading platform.</p><p><b>GameStop, AMC and Silver plummet across the board, retail speculation boom retreats</b><img src=\"https://static.tigerbbs.com/c05f274fceeb2fa7b15a6c923df16c9f\" tg-width=\"1048\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Deals that were previously enthusiastically hailed by Reddit retail investors and went up wildly have begun to \"collapse\".</p><p>GameStop Corp. plunged 63.56% to $82.00 in early trading in New York, down 76% from last Wednesday's record-high close of $347.51. AMC Entertainment slipped 50% and Express Inc. fell 39%. While silver is down more than 5% after surging to an eight-year high.</p><p>These speculative activities, born from online forums, have attracted the attention of American politicians and overwhelmed brokers around the world. And now, the tide of the market is turning.</p><p>\"The short squeeze inevitably came to an end,\" said Mark Taylor, a sales trader at Mirabaud Securities. \"What seems to be clearer is that as all the cheering and frenzy dissipates, everything is back to what it was.\"</p><p>Some of the buying pressure that triggered last week's gains has eased. Looking at short positions, traders have stopped buying GameStop frantically to fill short positions.</p><p>According to data released by financial analytics firm S3 Partners, GameStop short positions plummeted to 53% of outstanding shares, compared with more than 140% last month. Monday's volume dwindled to about a third of the average of the last five trading sessions.</p><p><h2>Bloomberg</h2><b>Oxford University: Two doses of AstraZeneca vaccine 3 months apart are 82.4% effective</b><img src=\"https://static.tigerbbs.com/8680a3f613cdc31d9747658829904f0f\" tg-width=\"1048\" tg-height=\"335\" referrerpolicy=\"no-referrer\">According to a statement, Oxford's coronavirus vaccine, which takes two standard doses three months apart in the UK, showed an 82.4 per cent efficacy after the second dose.</p><p>The vaccine is 82.4% effective over 12 weeks, with a confidence interval of 62.7%-91.7% for 95% confidence, the statement said.</p><p>The analysis showed an efficacy rate of 76% from day 22 to day 90 after a single standard dose vaccination, and the protective effect did not decrease during this three-month period.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8c31828339b32587d65bd36b68f9023","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189814997","content_text":"CNBC | GameStop、AMC及白银全线大跌 散户投机热潮退却CNBC | 尽管实行交易限制 Robinhood应用程序下载量仍在逼空狂潮中飙升彭博社 | 高盛将白银视为首选贵金属 但认为不会出现逼空行情彭博社 |牛津大学：阿斯利康疫苗间隔3个月接种两针具有82.4%的有效性福布斯 | 美银：美股市场变得与互联网泡沫时期相似，未来或回调近10％路透 | 特斯拉召回134951辆Model S和Model X：存在严重安全隐患彭博社高盛将白银视为首选贵金属 但认为不会出现逼空行情高盛表示，周一白银狂热的涨势永远不足以逼停空头，因为这些空头头寸有实货支撑。不过高盛仍将白银视为首选的贵金属。白银周一飙升至八年高位，大批资金涌入交易所交易基金。自那以后，随着投资者套现离场，白银已经回吐了大部分涨幅，Jeffrey Currie等高盛分析师称，持仓量限制和充足的实物供应意味着发生在GameStop上的逼空行情无法在白银市场重演。分析师们在一份报告中写道：“尽管有些空头头寸具有投机性，需要在到期前进行补仓，但多数空头头寸是工业生产商为对冲远期收益所建立的，当大宗商品的空头头寸得到实物的广泛支持时，就不会有后继买盘，也不会出现空轧空情况”。福布斯美银：美股市场变得与互联网泡沫时期相似，未来或回调近10％根据有些华尔街策略师的说法，2021年开始变得看起来跟2000年很像。美国银行的策略师在今日发布的一份研究报告中写道，在散户投资者掀起交易狂潮、市场乐观情绪高涨和股票估值过高的形势下，今天的美股市场看起来越来越像是互联网泡沫时期的市场。他们指出，上周视频游戏零售商GameStop、AMC娱乐公司、Express和其他公司股价的上涨强化了这种相似性，当时在Reddit论坛上聚集的散户投资者成群结队地蜂拥买入这些被严重做空的股票。“上周股市遭遇的抛售(这是自去年10月以来最严重的一次抛售)很可能是由散户主导的轧空催化的，但除了散户的大量参与之外，现在的形势与2000年之间还有其他一些相似的地方。”美国银行的股票策略师萨维塔·萨勃拉曼尼亚(Savita Subramanian)在报告中写道。“我们还看到了(与2000年时)类似的狂热情绪，估值已经达到了很高水平，而且没有回报——实际上，阿尔法值是负数。”根据美国银行的说法，在美国股市出现不可持续的泡沫之后，最近乐观情绪的上升是市场可能出现回调的一个反向指标。美国银行自己编制的“卖方指标”(Sell Side Indicator，用于衡量华尔街策略师对股票的看涨程度)在1月份上升了将近1个百分点，从57.8%升至58.4%。“该指标仍旧保持在自2016年12月以来的‘中性’区域，与该指标位于‘买入’和‘卖出’门槛之间时相比，目前的回报更难预测。”表示。“但目前的水平距离‘卖出’信号不到2个百分点，这是自2007年8月以来距离‘卖出’的最短距离；在那之后，我们看到12个月回报率为-11%。”路透特斯拉召回134951辆Model S和Model X：存在严重安全隐患特斯拉今日宣布，将召回134951辆Model S和Model X电动汽车。这些车辆的触摸屏系统存在问题，可能导致摄像头图像消失，挡风玻璃除雾和除霜系统失灵，从而降低司机在恶劣天气下的能见度。长期以来，老款Model S和Model X车主一直在反馈他们的MCU(媒体控制单元)存在问题，比如触摸屏反应迟钝，通电时间变长，屏幕死机，必须重新启动，甚至MCU单元完全失效。据悉，主要是eMMC(嵌入式多媒体卡)故障导致了MCU触摸屏无法使用。特斯拉在2018年引入了一个新的MCU，解决了这个问题，但之前的车主仍受该问题的困扰。CNBC尽管实行交易限制 Robinhood应用程序下载量仍在逼空狂潮中飙升尽管Robinhood的交易应用程序上周限制了游戏驿站(GameStop Corp)等一些严重被做空股票的交易，但其下载量仍超过了所有其他美国交易应用程序。据Sensor Tower的数据，上周Robinhood应用程序在Google Play和App Store上的下载量达到了210万，较此前一周增长了394%。该数据可能有助于缓解Robinhood投资者的担忧，他们担心上周的交易限制措施将对用户产生负面影响，而Robinhood计划在今年年底上市。许多Reddit用户都指责Robinhood通过进行交易限制而屈服于对冲基金。Robinhood首席执行官Vlad Tenev认为，为了保护其交易平台，采取遏制措施是必要的。GameStop、AMC及白银全线大跌 散户投机热潮退却此前受Reddit散户投资者热捧而疯狂上涨的交易已开始“轰然坍塌”。GameStop Corp．纽约早盘大跌63.56%，报82.00美元，自上周三收盘纪录高位347.51美元下跌了76%。AMC娱乐下滑50%，Express Inc．下跌39%。而白银在飙升至八年高位后，下跌了超过5%。这些从网络论坛中孕育而生的投机活动，吸引了美国政客的关注，也令全球各地的经纪商应接不暇。而现在，市场的潮水正在转向。“轧空势头不可避免地走到了终点，”Mirabaud Securities销售交易员Mark Taylor表示。“似乎比较清楚的是，随着各种欢呼雀跃和狂热情绪的消散，一切又回归了原来的样子。”引发上周涨幅的部分购买压力已经减轻。从空头仓位来看，交易员已经停止了疯狂买进GameStop来填补空仓的做法了。金融分析公司S3 Partners公布的数据显示，GameStop空头仓位大跌至流通股的53%，而上月还达到140%以上。周一的成交量减少到过去五个交易日成交均值的三分之一左右。彭博牛津大学：阿斯利康疫苗间隔3个月接种两针具有82.4%的有效性根据一份声明，牛津大学的冠状病毒疫苗在英国采取间隔三个月进行两次标准剂量的接种，显示第二次接种后的有效率为82.4%。声明称，该疫苗12周以上有效率为82.4%，置信度95%的置信区间是62.7%-91.7%。分析显示，单次标准剂量接种后的第22天到第90天，有效率为76%，保护效果在这三个月期间没有下降。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9055065685,"gmtCreate":1655218999247,"gmtModify":1676535587287,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"Gqj","listText":"Gqj","text":"Gqj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055065685","repostId":"1194045305","repostType":4,"isVote":1,"tweetType":1,"viewCount":3827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983591271,"gmtCreate":1666269587194,"gmtModify":1676537732975,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"Nancy","listText":"Nancy","text":"Nancy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983591271","repostId":"1107433903","repostType":2,"isVote":1,"tweetType":1,"viewCount":4335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911699977,"gmtCreate":1664187155099,"gmtModify":1676537405781,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"JJ&nbsp;","listText":"JJ&nbsp;","text":"JJ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911699977","isVote":1,"tweetType":1,"viewCount":3694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910448293,"gmtCreate":1663673877812,"gmtModify":1676537312982,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"Very 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To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. 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Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369434888,"gmtCreate":1614069508644,"gmtModify":1704887562185,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369434888","repostId":"2113080962","repostType":4,"isVote":1,"tweetType":1,"viewCount":3942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360000830,"gmtCreate":1613791608520,"gmtModify":1704885082661,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360000830","repostId":"1160932579","repostType":4,"isVote":1,"tweetType":1,"viewCount":4023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360000090,"gmtCreate":1613791576710,"gmtModify":1704885082003,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360000090","repostId":"1166915001","repostType":4,"repost":{"id":"1166915001","kind":"news","weMediaInfo":{"introduction":"轻松诙谐，一览财经趣事。","home_visible":1,"media_name":"侃见财经","id":"1090688601","head_image":"https://static.tigerbbs.com/b30934034f584369aeef0c7ed4236314"},"pubTimestamp":1613789171,"share":"https://ttm.financial/m/news/1166915001?lang=en_US&edition=fundamental","pubTime":"2021-02-20 10:46","market":"hk","language":"zh","title":"Lei Jun ended up \"kicking football\". Is it reliable for Xiaomi to build a car?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166915001","media":"侃见财经","summary":"小米不仅走出了低谷，现在已经开始攀越高山了。2月19日，有媒体报道称，小米已经确定造车，且将造车作为战略级决策。知情人士还称，小米造车或将由雷军亲自带队。消息一出，小米集团股价盘中大涨12%，收盘回落","content":"<p>Not only has Xiaomi emerged from the trough, but it has now begun to climb the mountain. On February 19th, some media reported that Xiaomi had decided to build a car, and made it a strategic decision. People familiar with the matter also said that Xiaomi will build a car or be personally led by Lei Jun.</p><p><img src=\"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e\" tg-width=\"1080\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>As soon as the news came out, Xiaomi Group's share price rose by 12% in the intraday session, closing back to 6.4%, with a total market value of HK$ 772.2 billion.</p><p>For Xiaomi's car manufacturing, Xiaomi Group responded that it would not respond for the time being, waiting for public information disclosure.</p><p>I think Xiaomi's car building is a high probability event. For new energy vehicles, a track with relatively \"low threshold\" and good certainty, it is not a good time to cut in at this time.</p><p>In the past decade, Xiaomi has been born for \"fever\" from scratch.</p><p>In order to achieve the ultimate hardware, Xiaomi's products can always see the shadow of \"cost performance\". In order to kill the quality, Lei Jun has run to Japan several times to learn from the experience. Fortunately, Lei Jun ran through the line of smart phones and basically eliminated China's knockoff mobile phones.</p><p>On July 9, 2018, Lei Jun and Xiaomi landed on HKEx.</p><p>Listing is an important milestone for every company. In less than ten years from its founding to listing, Xiaomi surpassed Jinshan, and Lei Jun also proved his value with Xiaomi.</p><p>At the beginning of the listing, Jack Ma, Ma Huateng, Li Ka-shing and others appeared in Xiaomi's shareholder list, and investors also enthusiastically blessed Xiaomi with their \"voting rights\". To this end, Lei Jun once said that \"investors who bought Xiaomi shares on the first day of listing should earn at least double\".</p><p><img src=\"https://static.tigerbbs.com/7e22a5d3be905a202d9210a65c3f5285\" tg-width=\"1080\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>At the beginning of 2019, Lei Jun wrote in the circle of friends, \"Ten years ago, I came up with the idea of founding Xiaomi; Ten years later, hundreds of millions of people around the world are using Xiaomi products in various ways; In the past ten years, I don't seem to have changed much. I have to give it a shit!\"</p><p>What Lei Jun didn't expect was that Xiaomi's share price fell below the issue price before he had time to play. In order to stop the share price from falling, Lei Jun thought of many ways, including extending the lifting time, promising not to sell and repurchase, and so on.</p><p>But none of this has made Xiaomi's share price improve at all. In one year, Xiaomi's share price has dropped by 50% from the issuance price. At that time, the market was full of two voices. The first one thought that Xiaomi's issue price was too high, which was the main reason for its continuous decline, and its valuation could only be valued according to the manufacturing industry. They thought that Xiaomi's share price was still overvalued. Another believes that Xiaomi should be valued by Internet companies, and Xiaomi's share price is obviously undervalued.</p><p>Under both voices, the market is obviously more inclined to the former.</p><p>Lei Jun once said in public: \"In the face of the falling stock price, I am too anxious to sleep. Everyone has invested $5.5 billion. If it falls too ugly, how can I go out to meet people?\"</p><p>On the one hand, there is double-digit growth in revenue and net profit, and on the other hand, there is a share price below the issue price. Although Lei Jun's \"efforts\" are limited, he still makes unremitting efforts.</p><p>In 2020, a pandemic changed the ecology and landscape of global business.</p><p><img src=\"https://static.tigerbbs.com/d79620f3e3dafdacd4737cbcb2a815cc\" tg-width=\"1080\" tg-height=\"780\" referrerpolicy=\"no-referrer\"></p><p>In the middle of last year, Xiaomi regained its upward trend driven by Internet companies such as Meituan, and the market also reevaluated Xiaomi's value. In less than a year, Xiaomi's share price rose from HK$ 10/share to a maximum of HK$ 35.9/share. Not only that, Xiaomi's revenue also exceeded 200 billion yuan (in 2019, Xiaomi's revenue was 205.839 billion, and its net profit was 10.044 billion yuan).</p><p>In the past year, most of Huawei's lost overseas markets have been taken over by Xiaomi, but the ceiling of the global mobile phone market has become very obvious. Under the stock market, the future game will definitely become more and more fierce.</p><p>Regarding car building, it is reported that Lei Jun has considered the feasibility of Xiaomi car building many times before, but it has been rejected many times.</p><p>In my opinion, the new energy vehicle track has now become one of the biggest outlets in the world. Evergrande Xu Jiayin once predicted that the track will be a market of over 10 trillion in the next ten years.</p><p>So today, Lei Jun's cutting into this track can not only seek new growth points for Xiaomi, but also intensify the healthy competition of this track. In fact, Lei Jun didn't suddenly come up with the idea of building a car. As early as 2013, Lei Jun visited Tesla CEO Musk twice in the United States. And he wrote on his official account, \"I'm very interested in Musk's Tesla car.\"</p><p><img src=\"https://static.tigerbbs.com/41a93d03c8ae0af9d68db31beb0d9f5a\" tg-width=\"1080\" tg-height=\"950\" referrerpolicy=\"no-referrer\"></p><p>In 2015, Lei Jun also revealed the idea of building a car. However, at that time, the outside world was not optimistic about building a car. Since then, Lei Jun did not continue to advance. However, it is somewhat interesting that he founded Shunwei Capital and invested not only in Nio Motors, but also in Li Auto. Even XPeng Motors invested 50 million US dollars.</p><p>According to media reports, in 2018, Xiaomi has launched an internal research on a car-building project named \"micar\", led by the staff department responsible for formulating Xiaomi's strategy.</p><p>At present, Apple, Samsung and Huawei have all cut into the new energy track, and Tencent, Ali and Baidu have also entered the game in various forms. Evergrande has invested more than 400 billion yuan for this purpose. Under the secret battle of all forces, I think Xiaomi's entry is just right. Not long ago, Xiaomi Group just issued an additional 26 billion yuan, which means that Xiaomi has waited for the right time, place and people, and all the conditions have been met.</p><p>On the whole, I think Xiaomi will finally play football, because all the global mobile phone manufacturers have basically entered the game, and some leading Internet companies are also quick. If Xiaomi still decides to invest instead of going off in person at this time, Xiaomi will definitely be the most frustrated one on the new energy track in the future.</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>Lei Jun ended up \"kicking football\". 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Is it reliable for Xiaomi to build a car?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1090688601\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b30934034f584369aeef0c7ed4236314);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">侃见财经 </p>\n<p class=\"h-time smaller\">2021-02-20 10:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Not only has Xiaomi emerged from the trough, but it has now begun to climb the mountain. On February 19th, some media reported that Xiaomi had decided to build a car, and made it a strategic decision. People familiar with the matter also said that Xiaomi will build a car or be personally led by Lei Jun.</p><p><img src=\"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e\" tg-width=\"1080\" tg-height=\"771\" referrerpolicy=\"no-referrer\"></p><p>As soon as the news came out, Xiaomi Group's share price rose by 12% in the intraday session, closing back to 6.4%, with a total market value of HK$ 772.2 billion.</p><p>For Xiaomi's car manufacturing, Xiaomi Group responded that it would not respond for the time being, waiting for public information disclosure.</p><p>I think Xiaomi's car building is a high probability event. For new energy vehicles, a track with relatively \"low threshold\" and good certainty, it is not a good time to cut in at this time.</p><p>In the past decade, Xiaomi has been born for \"fever\" from scratch.</p><p>In order to achieve the ultimate hardware, Xiaomi's products can always see the shadow of \"cost performance\". In order to kill the quality, Lei Jun has run to Japan several times to learn from the experience. Fortunately, Lei Jun ran through the line of smart phones and basically eliminated China's knockoff mobile phones.</p><p>On July 9, 2018, Lei Jun and Xiaomi landed on HKEx.</p><p>Listing is an important milestone for every company. In less than ten years from its founding to listing, Xiaomi surpassed Jinshan, and Lei Jun also proved his value with Xiaomi.</p><p>At the beginning of the listing, Jack Ma, Ma Huateng, Li Ka-shing and others appeared in Xiaomi's shareholder list, and investors also enthusiastically blessed Xiaomi with their \"voting rights\". To this end, Lei Jun once said that \"investors who bought Xiaomi shares on the first day of listing should earn at least double\".</p><p><img src=\"https://static.tigerbbs.com/7e22a5d3be905a202d9210a65c3f5285\" tg-width=\"1080\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>At the beginning of 2019, Lei Jun wrote in the circle of friends, \"Ten years ago, I came up with the idea of founding Xiaomi; Ten years later, hundreds of millions of people around the world are using Xiaomi products in various ways; In the past ten years, I don't seem to have changed much. I have to give it a shit!\"</p><p>What Lei Jun didn't expect was that Xiaomi's share price fell below the issue price before he had time to play. In order to stop the share price from falling, Lei Jun thought of many ways, including extending the lifting time, promising not to sell and repurchase, and so on.</p><p>But none of this has made Xiaomi's share price improve at all. In one year, Xiaomi's share price has dropped by 50% from the issuance price. At that time, the market was full of two voices. The first one thought that Xiaomi's issue price was too high, which was the main reason for its continuous decline, and its valuation could only be valued according to the manufacturing industry. They thought that Xiaomi's share price was still overvalued. Another believes that Xiaomi should be valued by Internet companies, and Xiaomi's share price is obviously undervalued.</p><p>Under both voices, the market is obviously more inclined to the former.</p><p>Lei Jun once said in public: \"In the face of the falling stock price, I am too anxious to sleep. Everyone has invested $5.5 billion. If it falls too ugly, how can I go out to meet people?\"</p><p>On the one hand, there is double-digit growth in revenue and net profit, and on the other hand, there is a share price below the issue price. Although Lei Jun's \"efforts\" are limited, he still makes unremitting efforts.</p><p>In 2020, a pandemic changed the ecology and landscape of global business.</p><p><img src=\"https://static.tigerbbs.com/d79620f3e3dafdacd4737cbcb2a815cc\" tg-width=\"1080\" tg-height=\"780\" referrerpolicy=\"no-referrer\"></p><p>In the middle of last year, Xiaomi regained its upward trend driven by Internet companies such as Meituan, and the market also reevaluated Xiaomi's value. In less than a year, Xiaomi's share price rose from HK$ 10/share to a maximum of HK$ 35.9/share. Not only that, Xiaomi's revenue also exceeded 200 billion yuan (in 2019, Xiaomi's revenue was 205.839 billion, and its net profit was 10.044 billion yuan).</p><p>In the past year, most of Huawei's lost overseas markets have been taken over by Xiaomi, but the ceiling of the global mobile phone market has become very obvious. Under the stock market, the future game will definitely become more and more fierce.</p><p>Regarding car building, it is reported that Lei Jun has considered the feasibility of Xiaomi car building many times before, but it has been rejected many times.</p><p>In my opinion, the new energy vehicle track has now become one of the biggest outlets in the world. Evergrande Xu Jiayin once predicted that the track will be a market of over 10 trillion in the next ten years.</p><p>So today, Lei Jun's cutting into this track can not only seek new growth points for Xiaomi, but also intensify the healthy competition of this track. In fact, Lei Jun didn't suddenly come up with the idea of building a car. As early as 2013, Lei Jun visited Tesla CEO Musk twice in the United States. And he wrote on his official account, \"I'm very interested in Musk's Tesla car.\"</p><p><img src=\"https://static.tigerbbs.com/41a93d03c8ae0af9d68db31beb0d9f5a\" tg-width=\"1080\" tg-height=\"950\" referrerpolicy=\"no-referrer\"></p><p>In 2015, Lei Jun also revealed the idea of building a car. However, at that time, the outside world was not optimistic about building a car. Since then, Lei Jun did not continue to advance. However, it is somewhat interesting that he founded Shunwei Capital and invested not only in Nio Motors, but also in Li Auto. Even XPeng Motors invested 50 million US dollars.</p><p>According to media reports, in 2018, Xiaomi has launched an internal research on a car-building project named \"micar\", led by the staff department responsible for formulating Xiaomi's strategy.</p><p>At present, Apple, Samsung and Huawei have all cut into the new energy track, and Tencent, Ali and Baidu have also entered the game in various forms. Evergrande has invested more than 400 billion yuan for this purpose. Under the secret battle of all forces, I think Xiaomi's entry is just right. Not long ago, Xiaomi Group just issued an additional 26 billion yuan, which means that Xiaomi has waited for the right time, place and people, and all the conditions have been met.</p><p>On the whole, I think Xiaomi will finally play football, because all the global mobile phone manufacturers have basically entered the game, and some leading Internet companies are also quick. If Xiaomi still decides to invest instead of going off in person at this time, Xiaomi will definitely be the most frustrated one on the new energy track in the future.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d092a5bfd1b9cb3b3655676043d00f0e","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166915001","content_text":"小米不仅走出了低谷，现在已经开始攀越高山了。2月19日，有媒体报道称，小米已经确定造车，且将造车作为战略级决策。知情人士还称，小米造车或将由雷军亲自带队。消息一出，小米集团股价盘中大涨12%，收盘回落至6.4%，总市值为7722亿港币。对于小米造车，小米集团回应称，暂不回应，等公开信息披露。我认为小米造车为大概率事件，对于新能源车这个门槛相对“不高”且确定性比较好的赛道，此时切入不可谓不是一个好时机。过去的十年时间里，小米从零开始为“发烧而生”。为了把硬件做到极致，小米的产品总能看到“性价比”的影子。为了死磕质量，雷军曾跑了数次日本取经。幸运的是，雷军跑通了智能手机这条线，也基本消灭中国的山寨手机。2018年7月9日，雷军携小米登陆港交所。上市对于每一家公司来说都是一个重要的里程碑，从创立到上市不到十年的时间，小米超越了金山，雷军也用小米证明了他的价值。上市之初，小米的股东列表里出现了马云、马化腾、李嘉诚等人，投资者也热情地用手中的“投票权”加持着小米。为此，雷军曾表示“要让上市首日买入小米股票的投资人赚至少一倍以上”。2019年年初，雷军在朋友圈写道，“十年前，我产生出了创办小米的想法；十年后，全球有几亿人在各种用小米的产品；这十年，我好像没什么变化。我得嘚瑟一下！”让雷军没想到的是他还没来得及嘚瑟，小米的股价就跌破了发行价，为了让股价止跌，雷军想了很多办法，包括延长解禁时间，承诺不抛售以及回购等等。但这一切都没能让小米的股价有一丁点起色，一年时间里，小米的股价较发行价跌了50%。当时市场充斥着两种声音，第一种认为小米发行价过高，这是其跌跌不休的主要原因，并且其估值也只能按照制造业去估值，他们认为小米股价仍被高估。另外一种认为小米应该以互联网企业去估值，小米的股价显然被低估了。两种声音下，市场显然更倾向于前者。雷军曾在公开场合谈到：“面对不断下跌的股价，我都焦虑得睡不着觉。大家都投资了55亿美元了，要是跌得太难看，我还怎么出去见人？”一边是两位数增长的营收和净利，一边是跌破发行价的股价，尽管雷军“努力”有限，但他仍然做着不懈的努力。2020年，一场疫情改变了全球商业的生态和格局。去年年中，小米在美团等互联网企业的带动下重拾升势，市场也重新评估了小米的价值。不到一年的时间里，小米的股价从10港元/股，涨至最高35.9港元/股。不仅如此，小米的营收也突破2000亿元（2019年小米营收2058.39亿，净利润100.44亿）。过去的一年，华为在海外的失去的市场大部分都被小米接了过去，但全球手机市场的天花板已经十分明显，存量市场下，未来博弈肯定会愈发激烈。对于造车，有报道称雷军此前曾多次考虑小米造车的可行性，但被多次否决。在我看来，如今新能源车赛道已经全球最大的风口之一，恒大许家印曾预测未来十年，该赛道将会是一个超十万亿级的市场。所以今天，雷军切入这个赛道不仅能为小米寻求新的增长点，也能加剧该赛道的良性竞争。事实上，关于造车想法雷军也不是现在突然冒出来的，早在2013年，雷军就曾两次去美国拜访特斯拉CEO马斯克。并且他在自己的公众号上撰文称，“我对Musk的Tesla汽车很感兴趣。”2015年，雷军也曾流露过造车的想法，不过当时外界对于造车并不乐观，其后雷军就没有继续推进，但有些意思的是，他创立了顺为资本不仅投资了蔚来汽车，还投资了理想汽车，就连小鹏汽车他也都投资了5000万美金。据媒体报道，2018年小米就已经在内部启动了名为 “micar” 的造车项目调研，由负责制定小米战略的参谋部牵头。目前，苹果、三星、华为都已经切入新能源赛道，腾讯、阿里、百度也以各种形式入局，恒大为此已经投资超过了4000亿，各方势力暗战下，我觉得小米入局恰到好处，且此前不久，小米集团刚增发260亿元，也就是说小米已经等到了天时地利人和，所有的条件已经都具备了。综合而言，我认为小米最终一定会下场踢球，因为全球手机大厂基本已经全部入局，一些互联网头部企业也都快马扬鞭，如果此时小米依旧决定投资而不亲自下场，未来新能源赛道上，小米必然是最失意的那个。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":6630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382718978,"gmtCreate":1613483294394,"gmtModify":1704881004482,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"Alibabba gogo","listText":"Alibabba gogo","text":"Alibabba gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382718978","repostId":"1149827490","repostType":4,"repost":{"id":"1149827490","kind":"news","pubTimestamp":1613482683,"share":"https://ttm.financial/m/news/1149827490?lang=en_US&edition=fundamental","pubTime":"2021-02-16 21:38","market":"us","language":"zh","title":"Temasek Q4 Jiancang DoorDash, Ali as the second largest holding stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1149827490","media":"智通财经","summary":"四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。","content":"<p>According to the disclosure of the U.S. Securities and Exchange Commission (SEC), Temasek recently filed its position report (13F) for the fourth quarter (Q4) ended December 31, 2020.</p><p>In the fourth quarter, the total market value of Temasek's holdings was US$23.281 billion, compared with US$19.698 billion in the previous quarter, an increase of 18% from the previous quarter. 15 new positions were added, 9 targets were increased, 6 targets were reduced, and 11 targets were cleared. As of December 31, 2020, the fund's top ten holdings accounted for 66.66% of the total market capitalization.</p><p><img src=\"https://static.tigerbbs.com/0e8af1b02621ad422059d675ef256600\" tg-width=\"489\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p><b>Among the top five holding stocks,</b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK.US) ranked first, with a position of about 5.95 million shares and a market capitalization of about $4.295 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) came second with a position of approximately 12.06 million shares and a market value of approximately $2.807 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>(PYPL.US) ranked third with a position of about 9.5 million shares and a market capitalization of about $2.226 billion, up 1% from the number of positions held in the previous quarter.</p><p>Fourth and fifth were VISA (V.US) and VISA (V.US)<a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a>Inc (LUMN.US), with market capitalizations of positions of $1.157 billion and $948 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/56b1585b8635ac92963a695a4708f3fc\" tg-width=\"1865\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p><p><b>From the perspective of the change of position ratio, Temasek's top five buying stocks are</b>: DoorDash (DASH.US), ContextLogic (WISH.US), Basic<a href=\"https://laohu8.com/S/XLB\">Materials ETF</a>-SPDR (XLB.US), Industrial Index ETF-SPDR (XLI.US) and Microsoft (MSFT.US).</p><p><img src=\"https://static.tigerbbs.com/509a375bc52bc135e97e08d2fdfee85b\" tg-width=\"383\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p><p>Temasek<b>The top five selling stocks are</b>: Dell Technologies Inc. (DELL.US),<a href=\"https://laohu8.com/S/DD\">DuPont</a>(DD.US), US Core Treasury Bond Index ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(GOVT.US),<a href=\"https://laohu8.com/S/XLK\">High Tech Index ETF-SPDR</a>(XLK.US) and<a href=\"https://laohu8.com/S/USIG\">iShares Broad USD Investment Grade Corporate Bond ETF</a>(USIG.US).</p><p><img src=\"https://static.tigerbbs.com/69bd72abc16d4bf11dea00f25fd0cb4e\" tg-width=\"386\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of positions, Temasek Q4 Jiancang DoorDash (DASH.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US). In addition, the fund increased its holdings<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US) and Uber (UBER.US); Reduce holdings<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME.US), a 98% reduction from the number of holdings in the previous quarter.</p>","source":"highlight_zhitongcaijin","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>Temasek Q4 Jiancang DoorDash, Ali as the second largest holding stock</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\">\nTemasek Q4 Jiancang DoorDash, Ali as the second largest holding stock\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-02-16 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to the disclosure of the U.S. Securities and Exchange Commission (SEC), Temasek recently filed its position report (13F) for the fourth quarter (Q4) ended December 31, 2020.</p><p>In the fourth quarter, the total market value of Temasek's holdings was US$23.281 billion, compared with US$19.698 billion in the previous quarter, an increase of 18% from the previous quarter. 15 new positions were added, 9 targets were increased, 6 targets were reduced, and 11 targets were cleared. As of December 31, 2020, the fund's top ten holdings accounted for 66.66% of the total market capitalization.</p><p><img src=\"https://static.tigerbbs.com/0e8af1b02621ad422059d675ef256600\" tg-width=\"489\" tg-height=\"531\" referrerpolicy=\"no-referrer\"></p><p><b>Among the top five holding stocks,</b><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>(BLK.US) ranked first, with a position of about 5.95 million shares and a market capitalization of about $4.295 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA.US) came second with a position of approximately 12.06 million shares and a market value of approximately $2.807 billion, the number of positions held was the same as last quarter.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>(PYPL.US) ranked third with a position of about 9.5 million shares and a market capitalization of about $2.226 billion, up 1% from the number of positions held in the previous quarter.</p><p>Fourth and fifth were VISA (V.US) and VISA (V.US)<a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a>Inc (LUMN.US), with market capitalizations of positions of $1.157 billion and $948 million, respectively.</p><p><img src=\"https://static.tigerbbs.com/56b1585b8635ac92963a695a4708f3fc\" tg-width=\"1865\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p><p><b>From the perspective of the change of position ratio, Temasek's top five buying stocks are</b>: DoorDash (DASH.US), ContextLogic (WISH.US), Basic<a href=\"https://laohu8.com/S/XLB\">Materials ETF</a>-SPDR (XLB.US), Industrial Index ETF-SPDR (XLI.US) and Microsoft (MSFT.US).</p><p><img src=\"https://static.tigerbbs.com/509a375bc52bc135e97e08d2fdfee85b\" tg-width=\"383\" tg-height=\"319\" referrerpolicy=\"no-referrer\"></p><p>Temasek<b>The top five selling stocks are</b>: Dell Technologies Inc. (DELL.US),<a href=\"https://laohu8.com/S/DD\">DuPont</a>(DD.US), US Core Treasury Bond Index ETF-<a href=\"https://laohu8.com/S/EEMA\">iShares</a>(GOVT.US),<a href=\"https://laohu8.com/S/XLK\">High Tech Index ETF-SPDR</a>(XLK.US) and<a href=\"https://laohu8.com/S/USIG\">iShares Broad USD Investment Grade Corporate Bond ETF</a>(USIG.US).</p><p><img src=\"https://static.tigerbbs.com/69bd72abc16d4bf11dea00f25fd0cb4e\" tg-width=\"386\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p>From the perspective of positions, Temasek Q4 Jiancang DoorDash (DASH.US),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT.US). In addition, the fund increased its holdings<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.US) and Uber (UBER.US); Reduce holdings<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>(TME.US), a 98% reduction from the number of holdings in the previous quarter.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/412094.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f99ab44f37bd48385a58c730c295805c","relate_stocks":{"DASH":"DoorDash, Inc.","BABA":"阿里巴巴"},"source_url":"https://www.zhitongcaijing.com/content/detail/412094.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1149827490","content_text":"根据美国证监会(SEC)披露，淡马锡于近日递交了截至2020年12月31日的第四季度(Q4)持仓报告(13F)。\n四季度，淡马锡持仓总市值为232.81亿美元，上一季度为196.98亿美元，环比增长18%。持仓新增标的15只，增持9只标的，减持6只标的，并对11只标的进行了清仓处理。截止至2020年12月31日，该基金前十大持仓标的占总市值的66.66%。\n\n在前五大重仓股中，贝莱德(BLK.US)位列第一，持仓约595万股，持仓市值约42.95亿美元，持仓数量与上季度持平。\n阿里巴巴(BABA.US)位列第二，持仓约1206万股，持仓市值约28.07亿美元，持仓数量与上季度持平。\nPayPal(PYPL.US)位列第三，持仓约950万股，持仓市值约22.26亿美元，较上季度持仓数量增持1%。\n第四和第五分别为VISA(V.US)和Lumen Technologies Inc(LUMN.US)，持仓市值分别为11.57亿美元和9.48亿美元。\n\n从持仓比例变化来看，淡马锡前五大买入股分别是：DoorDash(DASH.US)、ContextLogic(WISH.US)、基础材料ETF-SPDR(XLB.US)、工业指数ETF-SPDR(XLI.US)和微软(MSFT.US)。\n\n淡马锡前五大卖出股分别是：Dell Technologies Inc.(DELL.US)、杜邦(DD.US)、美国核心国债指数ETF-iShares(GOVT.US)、高科技指数ETF-SPDR (XLK.US)和iShares Broad USD Investment Grade Corporate Bond ETF (USIG.US)。\n\n从持仓来看，淡马锡Q4建仓DoorDash(DASH.US)、微软(MSFT.US)。此外，该基金增持亚马逊(AMZN.US)和Uber(UBER.US)；减持腾讯音乐(TME.US)，较上季度持仓数量减持了98%。","news_type":1,"symbols_score_info":{"DASH":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314164306,"gmtCreate":1612321107005,"gmtModify":1704869701495,"author":{"id":"3574997087165025","authorId":"3574997087165025","name":"Leong1010","avatar":"https://static.tigerbbs.com/7e84ff04cec4f27ebc21ad5a3d9983cb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574997087165025","idStr":"3574997087165025"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314164306","repostId":"1189814997","repostType":4,"repost":{"id":"1189814997","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":1612309127,"share":"https://ttm.financial/m/news/1189814997?lang=en_US&edition=fundamental","pubTime":"2021-02-03 07:38","market":"hk","language":"zh","title":"Foreign media headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1189814997","media":"老虎资讯综合","summary":"高盛将白银视为首选贵金属 但认为不会出现逼空行情高盛表示，周一白银狂热的涨势永远不足以逼停空头，因为这些空头头寸有实货支撑。白银周一飙升至八年高位，大批资金涌入交易所交易基金。自那以后，随着投资者套现离场，白银已经回吐了大部分涨幅，Jeffrey Currie等高盛分析师称，持仓量限制和充足的实物供应意味着发生在GameStop上的逼空行情无法在白银市场重演。","content":"<p>CNBC | GameStop, AMC and silver plummet across the board Retail speculation boom retreats CNBC | Despite trading restrictions Robinhood app downloads surge in short squeeze frenzy Bloomberg | Goldman Sachs sees silver as the preferred precious metal but thinks there will be no short squeeze Bloomberg | Oxford University: Two doses of AstraZeneca vaccine 3 months apart have 82.4% effectiveness Forbes | Bank of America: U.S. stock market has become similar to the dot-com bubble period and may pull back by nearly 10% in the future Reuters | Tesla recalls 134,951 Model S and Model X: There are serious safety hazards<h2>Bloomberg</h2><b>Goldman Sachs sees silver as its preferred precious metal but sees no short squeeze</b><img src=\"https://static.tigerbbs.com/593a5103aefb3620718c10dff810d5e0\" tg-width=\"1222\" tg-height=\"465\" referrerpolicy=\"no-referrer\">Goldman Sachs said Monday's frenetic rally in silver will never be enough to stop bears, as those short positions are supported by physical commodities. However, Goldman Sachs still regards silver as its preferred precious metal.</p><p>Silver surged to an eight-year high on Monday as a flood of money poured into exchange-traded funds. Since then, silver has given up most of its gains as investors have cashed out and left the market, with Goldman Sachs analysts such as Jeffrey Currie saying that position limits and ample physical supply mean the short squeeze that happened on GameStop can't be repeated in the silver market.</p><p>The analysts wrote in a note: \"Although some short positions are speculative and need to be covered before maturity, most short positions are established by industrial producers to hedge forward earnings. When short positions in commodities are widely supported in kind, there will be no subsequent buying or short squeeze.\"</p><p><h2>Forbes</h2><b>Bank of America: The U.S. stock market has become similar to the period of the Internet bubble, and the future or pullback is nearly 10%</b><img src=\"https://static.tigerbbs.com/c20a002202b07f92a3ac475e92879060\" tg-width=\"642\" tg-height=\"318\" referrerpolicy=\"no-referrer\">According to some Wall Street strategists, 2021 is starting to look a lot like 2000.</p><p>In a research note released today, Bank of America strategists wrote that today's U.S. stock market looks more and more like the market during the dot-com bubble amid a trading frenzy among retail investors, high market optimism and overvalued stocks. They pointed to the similarity reinforced last week's rise in the stock prices of video game retailers GameStop, AMC Entertainment Inc., Express and others, when retail investors gathered on Reddit forums flocked to buy the heavily shorted stocks in droves.</p><p>\"The sell-off in stocks last week, the worst since last October, was likely catalyzed by a retail-led short squeeze, but aside from significant retail participation, there are some other similarities to the situation between 2000,\" Savita Subramanian, equity strategist at Bank of America, wrote in the report. \"We're also seeing a similar frenzy [as it was in 2000], with valuations already at high levels and no returns — in effect, the alpha is negative.\"</p><p>According to Bank of America, the recent uptick in optimism, following an unsustainable bubble in U.S. stocks, is a contrarian indicator of a possible correction in the market. Bank of America's own Sell Side Indicator, which measures how bullish Wall Street strategists are on stocks, rose nearly 1 percentage point in January, from 57.8 percent to 58.4 percent.</p><p>\"The indicator remains in the 'neutral' territory since December 2016, and the current return is harder to predict than when the indicator is between the 'buy' and 'sell' thresholds,\" said. \"But the current level is less than 2 percentage points away from the 'sell' signal, which is the shortest distance from a 'sell' since August 2007; after that, we saw a 12-month return of-11%.\"</p><p><h2>Reuters</h2><b>Tesla Recalls 134,951 Model S and Model X: There Are Serious Safety Risks</b><img src=\"https://static.tigerbbs.com/32664b21f8270dfc9f76e0035b54475f\" tg-width=\"888\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Tesla announced today that it is recalling 134,951 Model S and Model X electric vehicles. These vehicles have problems with their touchscreen systems that can cause camera images to disappear and windshield defog and defrost systems to fail, reducing visibility for drivers in inclement weather.</p><p>For a long time, older Model S and Model X owners have been reporting problems with their MCU (Media Control Unit), such as unresponsive touch screen, longer power-on time, screen death, having to restart, or even complete failure of the MCU unit.</p><p>It is reported that the MCU touch screen cannot be used mainly because of the failure of eMMC (embedded multimedia card). Tesla introduced a new MCU in 2018 that fixed the issue, but previous owners still suffered from the issue.</p><p><h2>CNBC</h2><b>Robinhood app downloads soar amid short squeeze frenzy despite trading restrictions</b><img src=\"https://static.tigerbbs.com/87f012c7f0fe33f0deae71ab1861dbda\" tg-width=\"1046\" tg-height=\"443\" referrerpolicy=\"no-referrer\">Although Robinhood's trading app restricted trading in some heavily shorted stocks like GameStop Corp last week, it outpaced all other U.S. trading apps in downloads.</p><p>The Robinhood App reached 2.1 million downloads on Google Play and the App Store last week, up 394 percent from the previous week, according to Sensor Tower.</p><p>The data could help ease concerns among Robinhood investors that last week's trading restrictions will negatively impact users, while Robinhood plans to go public by the end of the year.</p><p>Many Reddit users have accused Robinhood of succumbing to hedge funds by placing trading restrictions. Robinhood CEO Vlad Tenev believes containment measures are necessary to protect its trading platform.</p><p><b>GameStop, AMC and Silver plummet across the board, retail speculation boom retreats</b><img src=\"https://static.tigerbbs.com/c05f274fceeb2fa7b15a6c923df16c9f\" tg-width=\"1048\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Deals that were previously enthusiastically hailed by Reddit retail investors and went up wildly have begun to \"collapse\".</p><p>GameStop Corp. plunged 63.56% to $82.00 in early trading in New York, down 76% from last Wednesday's record-high close of $347.51. AMC Entertainment slipped 50% and Express Inc. fell 39%. While silver is down more than 5% after surging to an eight-year high.</p><p>These speculative activities, born from online forums, have attracted the attention of American politicians and overwhelmed brokers around the world. And now, the tide of the market is turning.</p><p>\"The short squeeze inevitably came to an end,\" said Mark Taylor, a sales trader at Mirabaud Securities. \"What seems to be clearer is that as all the cheering and frenzy dissipates, everything is back to what it was.\"</p><p>Some of the buying pressure that triggered last week's gains has eased. Looking at short positions, traders have stopped buying GameStop frantically to fill short positions.</p><p>According to data released by financial analytics firm S3 Partners, GameStop short positions plummeted to 53% of outstanding shares, compared with more than 140% last month. Monday's volume dwindled to about a third of the average of the last five trading sessions.</p><p><h2>Bloomberg</h2><b>Oxford University: Two doses of AstraZeneca vaccine 3 months apart are 82.4% effective</b><img src=\"https://static.tigerbbs.com/8680a3f613cdc31d9747658829904f0f\" tg-width=\"1048\" tg-height=\"335\" referrerpolicy=\"no-referrer\">According to a statement, Oxford's coronavirus vaccine, which takes two standard doses three months apart in the UK, showed an 82.4 per cent efficacy after the second dose.</p><p>The vaccine is 82.4% effective over 12 weeks, with a confidence interval of 62.7%-91.7% for 95% confidence, the statement said.</p><p>The analysis showed an efficacy rate of 76% from day 22 to day 90 after a single standard dose vaccination, and the protective effect did not decrease during this three-month period.</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 headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForeign media headlines: Is the epic short-squeezing war over? GamePost and other stocks plummet\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 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>CNBC | GameStop, AMC and silver plummet across the board Retail speculation boom retreats CNBC | Despite trading restrictions Robinhood app downloads surge in short squeeze frenzy Bloomberg | Goldman Sachs sees silver as the preferred precious metal but thinks there will be no short squeeze Bloomberg | Oxford University: Two doses of AstraZeneca vaccine 3 months apart have 82.4% effectiveness Forbes | Bank of America: U.S. stock market has become similar to the dot-com bubble period and may pull back by nearly 10% in the future Reuters | Tesla recalls 134,951 Model S and Model X: There are serious safety hazards<h2>Bloomberg</h2><b>Goldman Sachs sees silver as its preferred precious metal but sees no short squeeze</b><img src=\"https://static.tigerbbs.com/593a5103aefb3620718c10dff810d5e0\" tg-width=\"1222\" tg-height=\"465\" referrerpolicy=\"no-referrer\">Goldman Sachs said Monday's frenetic rally in silver will never be enough to stop bears, as those short positions are supported by physical commodities. However, Goldman Sachs still regards silver as its preferred precious metal.</p><p>Silver surged to an eight-year high on Monday as a flood of money poured into exchange-traded funds. Since then, silver has given up most of its gains as investors have cashed out and left the market, with Goldman Sachs analysts such as Jeffrey Currie saying that position limits and ample physical supply mean the short squeeze that happened on GameStop can't be repeated in the silver market.</p><p>The analysts wrote in a note: \"Although some short positions are speculative and need to be covered before maturity, most short positions are established by industrial producers to hedge forward earnings. When short positions in commodities are widely supported in kind, there will be no subsequent buying or short squeeze.\"</p><p><h2>Forbes</h2><b>Bank of America: The U.S. stock market has become similar to the period of the Internet bubble, and the future or pullback is nearly 10%</b><img src=\"https://static.tigerbbs.com/c20a002202b07f92a3ac475e92879060\" tg-width=\"642\" tg-height=\"318\" referrerpolicy=\"no-referrer\">According to some Wall Street strategists, 2021 is starting to look a lot like 2000.</p><p>In a research note released today, Bank of America strategists wrote that today's U.S. stock market looks more and more like the market during the dot-com bubble amid a trading frenzy among retail investors, high market optimism and overvalued stocks. They pointed to the similarity reinforced last week's rise in the stock prices of video game retailers GameStop, AMC Entertainment Inc., Express and others, when retail investors gathered on Reddit forums flocked to buy the heavily shorted stocks in droves.</p><p>\"The sell-off in stocks last week, the worst since last October, was likely catalyzed by a retail-led short squeeze, but aside from significant retail participation, there are some other similarities to the situation between 2000,\" Savita Subramanian, equity strategist at Bank of America, wrote in the report. \"We're also seeing a similar frenzy [as it was in 2000], with valuations already at high levels and no returns — in effect, the alpha is negative.\"</p><p>According to Bank of America, the recent uptick in optimism, following an unsustainable bubble in U.S. stocks, is a contrarian indicator of a possible correction in the market. Bank of America's own Sell Side Indicator, which measures how bullish Wall Street strategists are on stocks, rose nearly 1 percentage point in January, from 57.8 percent to 58.4 percent.</p><p>\"The indicator remains in the 'neutral' territory since December 2016, and the current return is harder to predict than when the indicator is between the 'buy' and 'sell' thresholds,\" said. \"But the current level is less than 2 percentage points away from the 'sell' signal, which is the shortest distance from a 'sell' since August 2007; after that, we saw a 12-month return of-11%.\"</p><p><h2>Reuters</h2><b>Tesla Recalls 134,951 Model S and Model X: There Are Serious Safety Risks</b><img src=\"https://static.tigerbbs.com/32664b21f8270dfc9f76e0035b54475f\" tg-width=\"888\" tg-height=\"512\" referrerpolicy=\"no-referrer\">Tesla announced today that it is recalling 134,951 Model S and Model X electric vehicles. These vehicles have problems with their touchscreen systems that can cause camera images to disappear and windshield defog and defrost systems to fail, reducing visibility for drivers in inclement weather.</p><p>For a long time, older Model S and Model X owners have been reporting problems with their MCU (Media Control Unit), such as unresponsive touch screen, longer power-on time, screen death, having to restart, or even complete failure of the MCU unit.</p><p>It is reported that the MCU touch screen cannot be used mainly because of the failure of eMMC (embedded multimedia card). Tesla introduced a new MCU in 2018 that fixed the issue, but previous owners still suffered from the issue.</p><p><h2>CNBC</h2><b>Robinhood app downloads soar amid short squeeze frenzy despite trading restrictions</b><img src=\"https://static.tigerbbs.com/87f012c7f0fe33f0deae71ab1861dbda\" tg-width=\"1046\" tg-height=\"443\" referrerpolicy=\"no-referrer\">Although Robinhood's trading app restricted trading in some heavily shorted stocks like GameStop Corp last week, it outpaced all other U.S. trading apps in downloads.</p><p>The Robinhood App reached 2.1 million downloads on Google Play and the App Store last week, up 394 percent from the previous week, according to Sensor Tower.</p><p>The data could help ease concerns among Robinhood investors that last week's trading restrictions will negatively impact users, while Robinhood plans to go public by the end of the year.</p><p>Many Reddit users have accused Robinhood of succumbing to hedge funds by placing trading restrictions. Robinhood CEO Vlad Tenev believes containment measures are necessary to protect its trading platform.</p><p><b>GameStop, AMC and Silver plummet across the board, retail speculation boom retreats</b><img src=\"https://static.tigerbbs.com/c05f274fceeb2fa7b15a6c923df16c9f\" tg-width=\"1048\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p>Deals that were previously enthusiastically hailed by Reddit retail investors and went up wildly have begun to \"collapse\".</p><p>GameStop Corp. plunged 63.56% to $82.00 in early trading in New York, down 76% from last Wednesday's record-high close of $347.51. AMC Entertainment slipped 50% and Express Inc. fell 39%. While silver is down more than 5% after surging to an eight-year high.</p><p>These speculative activities, born from online forums, have attracted the attention of American politicians and overwhelmed brokers around the world. And now, the tide of the market is turning.</p><p>\"The short squeeze inevitably came to an end,\" said Mark Taylor, a sales trader at Mirabaud Securities. \"What seems to be clearer is that as all the cheering and frenzy dissipates, everything is back to what it was.\"</p><p>Some of the buying pressure that triggered last week's gains has eased. Looking at short positions, traders have stopped buying GameStop frantically to fill short positions.</p><p>According to data released by financial analytics firm S3 Partners, GameStop short positions plummeted to 53% of outstanding shares, compared with more than 140% last month. Monday's volume dwindled to about a third of the average of the last five trading sessions.</p><p><h2>Bloomberg</h2><b>Oxford University: Two doses of AstraZeneca vaccine 3 months apart are 82.4% effective</b><img src=\"https://static.tigerbbs.com/8680a3f613cdc31d9747658829904f0f\" tg-width=\"1048\" tg-height=\"335\" referrerpolicy=\"no-referrer\">According to a statement, Oxford's coronavirus vaccine, which takes two standard doses three months apart in the UK, showed an 82.4 per cent efficacy after the second dose.</p><p>The vaccine is 82.4% effective over 12 weeks, with a confidence interval of 62.7%-91.7% for 95% confidence, the statement said.</p><p>The analysis showed an efficacy rate of 76% from day 22 to day 90 after a single standard dose vaccination, and the protective effect did not decrease during this three-month period.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8c31828339b32587d65bd36b68f9023","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189814997","content_text":"CNBC | GameStop、AMC及白银全线大跌 散户投机热潮退却CNBC | 尽管实行交易限制 Robinhood应用程序下载量仍在逼空狂潮中飙升彭博社 | 高盛将白银视为首选贵金属 但认为不会出现逼空行情彭博社 |牛津大学：阿斯利康疫苗间隔3个月接种两针具有82.4%的有效性福布斯 | 美银：美股市场变得与互联网泡沫时期相似，未来或回调近10％路透 | 特斯拉召回134951辆Model S和Model X：存在严重安全隐患彭博社高盛将白银视为首选贵金属 但认为不会出现逼空行情高盛表示，周一白银狂热的涨势永远不足以逼停空头，因为这些空头头寸有实货支撑。不过高盛仍将白银视为首选的贵金属。白银周一飙升至八年高位，大批资金涌入交易所交易基金。自那以后，随着投资者套现离场，白银已经回吐了大部分涨幅，Jeffrey Currie等高盛分析师称，持仓量限制和充足的实物供应意味着发生在GameStop上的逼空行情无法在白银市场重演。分析师们在一份报告中写道：“尽管有些空头头寸具有投机性，需要在到期前进行补仓，但多数空头头寸是工业生产商为对冲远期收益所建立的，当大宗商品的空头头寸得到实物的广泛支持时，就不会有后继买盘，也不会出现空轧空情况”。福布斯美银：美股市场变得与互联网泡沫时期相似，未来或回调近10％根据有些华尔街策略师的说法，2021年开始变得看起来跟2000年很像。美国银行的策略师在今日发布的一份研究报告中写道，在散户投资者掀起交易狂潮、市场乐观情绪高涨和股票估值过高的形势下，今天的美股市场看起来越来越像是互联网泡沫时期的市场。他们指出，上周视频游戏零售商GameStop、AMC娱乐公司、Express和其他公司股价的上涨强化了这种相似性，当时在Reddit论坛上聚集的散户投资者成群结队地蜂拥买入这些被严重做空的股票。“上周股市遭遇的抛售(这是自去年10月以来最严重的一次抛售)很可能是由散户主导的轧空催化的，但除了散户的大量参与之外，现在的形势与2000年之间还有其他一些相似的地方。”美国银行的股票策略师萨维塔·萨勃拉曼尼亚(Savita Subramanian)在报告中写道。“我们还看到了(与2000年时)类似的狂热情绪，估值已经达到了很高水平，而且没有回报——实际上，阿尔法值是负数。”根据美国银行的说法，在美国股市出现不可持续的泡沫之后，最近乐观情绪的上升是市场可能出现回调的一个反向指标。美国银行自己编制的“卖方指标”(Sell Side Indicator，用于衡量华尔街策略师对股票的看涨程度)在1月份上升了将近1个百分点，从57.8%升至58.4%。“该指标仍旧保持在自2016年12月以来的‘中性’区域，与该指标位于‘买入’和‘卖出’门槛之间时相比，目前的回报更难预测。”表示。“但目前的水平距离‘卖出’信号不到2个百分点，这是自2007年8月以来距离‘卖出’的最短距离；在那之后，我们看到12个月回报率为-11%。”路透特斯拉召回134951辆Model S和Model X：存在严重安全隐患特斯拉今日宣布，将召回134951辆Model S和Model X电动汽车。这些车辆的触摸屏系统存在问题，可能导致摄像头图像消失，挡风玻璃除雾和除霜系统失灵，从而降低司机在恶劣天气下的能见度。长期以来，老款Model S和Model X车主一直在反馈他们的MCU(媒体控制单元)存在问题，比如触摸屏反应迟钝，通电时间变长，屏幕死机，必须重新启动，甚至MCU单元完全失效。据悉，主要是eMMC(嵌入式多媒体卡)故障导致了MCU触摸屏无法使用。特斯拉在2018年引入了一个新的MCU，解决了这个问题，但之前的车主仍受该问题的困扰。CNBC尽管实行交易限制 Robinhood应用程序下载量仍在逼空狂潮中飙升尽管Robinhood的交易应用程序上周限制了游戏驿站(GameStop Corp)等一些严重被做空股票的交易，但其下载量仍超过了所有其他美国交易应用程序。据Sensor Tower的数据，上周Robinhood应用程序在Google Play和App Store上的下载量达到了210万，较此前一周增长了394%。该数据可能有助于缓解Robinhood投资者的担忧，他们担心上周的交易限制措施将对用户产生负面影响，而Robinhood计划在今年年底上市。许多Reddit用户都指责Robinhood通过进行交易限制而屈服于对冲基金。Robinhood首席执行官Vlad Tenev认为，为了保护其交易平台，采取遏制措施是必要的。GameStop、AMC及白银全线大跌 散户投机热潮退却此前受Reddit散户投资者热捧而疯狂上涨的交易已开始“轰然坍塌”。GameStop Corp．纽约早盘大跌63.56%，报82.00美元，自上周三收盘纪录高位347.51美元下跌了76%。AMC娱乐下滑50%，Express Inc．下跌39%。而白银在飙升至八年高位后，下跌了超过5%。这些从网络论坛中孕育而生的投机活动，吸引了美国政客的关注，也令全球各地的经纪商应接不暇。而现在，市场的潮水正在转向。“轧空势头不可避免地走到了终点，”Mirabaud Securities销售交易员Mark Taylor表示。“似乎比较清楚的是，随着各种欢呼雀跃和狂热情绪的消散，一切又回归了原来的样子。”引发上周涨幅的部分购买压力已经减轻。从空头仓位来看，交易员已经停止了疯狂买进GameStop来填补空仓的做法了。金融分析公司S3 Partners公布的数据显示，GameStop空头仓位大跌至流通股的53%，而上月还达到140%以上。周一的成交量减少到过去五个交易日成交均值的三分之一左右。彭博牛津大学：阿斯利康疫苗间隔3个月接种两针具有82.4%的有效性根据一份声明，牛津大学的冠状病毒疫苗在英国采取间隔三个月进行两次标准剂量的接种，显示第二次接种后的有效率为82.4%。声明称，该疫苗12周以上有效率为82.4%，置信度95%的置信区间是62.7%-91.7%。分析显示，单次标准剂量接种后的第22天到第90天，有效率为76%，保护效果在这三个月期间没有下降。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}