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2023-01-19

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Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%

2023-01-13

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2023-01-12

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2023-01-10

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Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?

2023-01-05

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Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen

2022-12-30

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This year is one of the worst wealth losses in 100 years

2022-12-29

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Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%

2022-12-29

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Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%

2022-12-28

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2022-12-27

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Tech giants' performance expectations have been lowered, including Apple and Amazon

2022-12-26

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2022-12-26

$凯德商用新加坡信托(C38U.SI)$ ok

2022-12-24

$星展集团控股(D05.SI)$ ok

2022-12-23

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2022-12-21

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Cruise stocks rose strongly, Carnival Cruises rose more than 6%

2022-12-18

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2022-12-17

$Twitter(TWTR)$ ok

2022-12-17

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2022-12-15

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2022-12-14

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Sinopharm: Will be responsible for the import and distribution of Pfizer's new crown specific drugs in the Chinese mainland market

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22:39","market":"other","language":"zh","title":"Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120895828","media":"老虎资讯综合","summary":"1月19日，纳斯达克中国金龙指数涨超2%，雾芯科技涨超6%，贝壳涨超4%，哔哩哔哩、拼多多、百度涨超3%，京东、阿里巴巴涨超2%。","content":"<p><html><head></head><body>On January 19, the Nasdaq China Golden Dragon Index rose by more than 2%, and Wuxin Technology rose by more than 6%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 3%, JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%.</p><p><img src=\"https://static.tigerbbs.com/386df0369de8f8132ed55308f75d48f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f1b52b83976ceb2d08dd22efa28a5075\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese concept stocks are rising strongly! Wuxin Technology rose 6%, Bilibili and Pinduoduo rose more than 3%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-19 22:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 19, the Nasdaq China Golden Dragon Index rose by more than 2%, and Wuxin Technology rose by more than 6%.<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Rose more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 3%, JD.com,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Up more than 2%.</p><p><img src=\"https://static.tigerbbs.com/386df0369de8f8132ed55308f75d48f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/f1b52b83976ceb2d08dd22efa28a5075\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"RLX":"雾芯科技","HXC":"纳斯达克中国金龙指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120895828","content_text":"1月19日，纳斯达克中国金龙指数涨超2%，雾芯科技涨超6%，贝壳涨超4%，哔哩哔哩、拼多多、百度涨超3%，京东、阿里巴巴涨超2%。","news_type":1,"symbols_score_info":{"RLX":0.9,"HXC":0.9}},"isVote":1,"tweetType":1,"viewCount":3449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958303199,"gmtCreate":1673624149112,"gmtModify":1676538866853,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958303199","repostId":"1187472513","repostType":4,"isVote":1,"tweetType":1,"viewCount":3300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951413054,"gmtCreate":1673537815378,"gmtModify":1676538853139,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951413054","repostId":"1106057993","repostType":4,"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951040533,"gmtCreate":1673364105822,"gmtModify":1676538824895,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951040533","repostId":"1185461473","repostType":4,"repost":{"id":"1185461473","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673358951,"share":"https://ttm.financial/m/news/1185461473?lang=en_US&edition=fundamental","pubTime":"2023-01-10 21:55","market":"us","language":"zh","title":"Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185461473","media":"老虎锐评","summary":"周四的数字不会难看。","content":"<p><html><head></head><body><b>December CPI Estimates</b></p><p>Since last Friday, the market has been trading with obvious macro signs. What is called market trading has obvious macro signs, that is to say, there is no logic in the rise and fall of the stock market, but the trading logic of other assets is very strong, and when the stock market suddenly rises or falls, it happens to be when the prices of other macro assets change drastically.</p><p>In order of importance, the decisive factor for the U.S. rate hike resolution is now \"<b>CPI data > Powell on an occasion > Other Fed members on an occasion > FOMC meeting</b>”。 The least interesting thing to watch is the FOMC meeting. Of course, I have to watch it because I am afraid that the Fed will thunder.</p><p>The CPI data of the United States in December has not yet come out, but the CPI data of the European Union has come out. According to Bloomberg data, the EU's CPI data in December fell further from high levels. The figure below shows the CPI of the United States (blue line) and the European Union (white line), which are closely related. Careful people will find that the EU CPI seems to rise and fall later than that of the United States. The core reason for this lies in the energy part.</p><p><img src=\"https://static.tigerbbs.com/1da9c1b458f4ae27c6343845d3c362a0\" tg-width=\"1599\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows the growth rate of the energy component of the US CPI, which peaked in June last year.</p><p><img src=\"https://static.tigerbbs.com/4178d5d5316c92b4cc480c2901621104\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>However, the energy part of the EU CPI only began to fall in October last year. This difference is also consistent with common sense. The United States has stronger energy independence and the EU has stronger energy dependence.</p><p><img src=\"https://static.tigerbbs.com/b0c7e4429e60cbcb22e9dd75ddad726c\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The further decline of the EU's CPI in December implies that the United States will also fall. What is the CPI of 12 in the United States? I'll estimate it today.</p><p>The first part is energy. The year-on-year growth in November is still 13%, but according to the average price of gasoline, the year-on-year growth in December will be negative, which means that the price of gasoline in December 2022 is higher than that in December 2021. Gasoline prices are still cheap, with a year-on-year increase of about-1%. Considering that there are some service parts in the energy part, the price is sticky to a certain extent, and the year-on-year growth of energy is only about 3%. The chart below shows gasoline prices in the United States, and the red box is December.</p><p><img src=\"https://static.tigerbbs.com/02408072b8cc9d2d908fb63026ce78fe\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The second part is food (the picture below shows the index of food), which belongs to the relatively stubborn part of inflation. At present, inflation has begun to slow down month-on-month. Let's deal with it mathematically here. Using the month-on-month increase in November to estimate the food index in December, then the year-on-year growth of the food part in December is 10%, which is similar to the year-on-year growth of 10.6% in November.</p><p><img src=\"https://static.tigerbbs.com/89390ae120d8aad75d80c8a7084b1f26\" tg-width=\"926\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>For the third part (goods) and the fourth part (services), they are treated in a similar way as food. The year-on-year growth of goods will be 2%, down from 3.7% in November; The year-on-year growth of services will be 7%, slightly higher than the 6.8% in November. The decline in commodity prices is obvious to all, so it may actually be lower than 2%. The year-on-year growth of services is still sticky, and the rent contributes the most. Judging from the actual experience now, the rent has indeed not fallen.</p><p><b>Finally, the four parts of the forecast are put on their respective weight coefficients, and the inflation forecast in December is 6.0%. At present, the average expectation of Wall Street analysts is 6.5%, and mine is 0.5% lower than their expectation.</b>Note that my estimates are actually conservative, because the month-on-month growth of food, goods and services has become smaller and smaller in the past four months, and I apply the month-on-month growth in November to estimate the number in December, which is very conservative. The figure below shows the index and month-on-month growth of these three parts in the past four months, and the trend of weakening month-on-month is obvious.</p><p><img src=\"https://static.tigerbbs.com/241911f59afe4f641417c5dd98836505\" tg-width=\"321\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Thursday's numbers won't be ugly.</p><p><i>Disclaimer: It is not a research report, for informational purposes only, and does not constitute any investment advice.</i></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?</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\">\nTiger Sharp Commentary | US CPI estimate for December, how much will the increase fall?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2023-01-10 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>December CPI Estimates</b></p><p>Since last Friday, the market has been trading with obvious macro signs. What is called market trading has obvious macro signs, that is to say, there is no logic in the rise and fall of the stock market, but the trading logic of other assets is very strong, and when the stock market suddenly rises or falls, it happens to be when the prices of other macro assets change drastically.</p><p>In order of importance, the decisive factor for the U.S. rate hike resolution is now \"<b>CPI data > Powell on an occasion > Other Fed members on an occasion > FOMC meeting</b>”。 The least interesting thing to watch is the FOMC meeting. Of course, I have to watch it because I am afraid that the Fed will thunder.</p><p>The CPI data of the United States in December has not yet come out, but the CPI data of the European Union has come out. According to Bloomberg data, the EU's CPI data in December fell further from high levels. The figure below shows the CPI of the United States (blue line) and the European Union (white line), which are closely related. Careful people will find that the EU CPI seems to rise and fall later than that of the United States. The core reason for this lies in the energy part.</p><p><img src=\"https://static.tigerbbs.com/1da9c1b458f4ae27c6343845d3c362a0\" tg-width=\"1599\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The chart below shows the growth rate of the energy component of the US CPI, which peaked in June last year.</p><p><img src=\"https://static.tigerbbs.com/4178d5d5316c92b4cc480c2901621104\" tg-width=\"947\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>However, the energy part of the EU CPI only began to fall in October last year. This difference is also consistent with common sense. The United States has stronger energy independence and the EU has stronger energy dependence.</p><p><img src=\"https://static.tigerbbs.com/b0c7e4429e60cbcb22e9dd75ddad726c\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The further decline of the EU's CPI in December implies that the United States will also fall. What is the CPI of 12 in the United States? I'll estimate it today.</p><p>The first part is energy. The year-on-year growth in November is still 13%, but according to the average price of gasoline, the year-on-year growth in December will be negative, which means that the price of gasoline in December 2022 is higher than that in December 2021. Gasoline prices are still cheap, with a year-on-year increase of about-1%. Considering that there are some service parts in the energy part, the price is sticky to a certain extent, and the year-on-year growth of energy is only about 3%. The chart below shows gasoline prices in the United States, and the red box is December.</p><p><img src=\"https://static.tigerbbs.com/02408072b8cc9d2d908fb63026ce78fe\" tg-width=\"1866\" tg-height=\"815\" referrerpolicy=\"no-referrer\"/></p><p>The second part is food (the picture below shows the index of food), which belongs to the relatively stubborn part of inflation. At present, inflation has begun to slow down month-on-month. Let's deal with it mathematically here. Using the month-on-month increase in November to estimate the food index in December, then the year-on-year growth of the food part in December is 10%, which is similar to the year-on-year growth of 10.6% in November.</p><p><img src=\"https://static.tigerbbs.com/89390ae120d8aad75d80c8a7084b1f26\" tg-width=\"926\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>For the third part (goods) and the fourth part (services), they are treated in a similar way as food. The year-on-year growth of goods will be 2%, down from 3.7% in November; The year-on-year growth of services will be 7%, slightly higher than the 6.8% in November. The decline in commodity prices is obvious to all, so it may actually be lower than 2%. The year-on-year growth of services is still sticky, and the rent contributes the most. Judging from the actual experience now, the rent has indeed not fallen.</p><p><b>Finally, the four parts of the forecast are put on their respective weight coefficients, and the inflation forecast in December is 6.0%. At present, the average expectation of Wall Street analysts is 6.5%, and mine is 0.5% lower than their expectation.</b>Note that my estimates are actually conservative, because the month-on-month growth of food, goods and services has become smaller and smaller in the past four months, and I apply the month-on-month growth in November to estimate the number in December, which is very conservative. The figure below shows the index and month-on-month growth of these three parts in the past four months, and the trend of weakening month-on-month is obvious.</p><p><img src=\"https://static.tigerbbs.com/241911f59afe4f641417c5dd98836505\" tg-width=\"321\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p>Thursday's numbers won't be ugly.</p><p><i>Disclaimer: It is not a research report, for informational purposes only, and does not constitute any investment advice.</i></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df74a3173019df9d7cecb61fc0d78eea","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185461473","content_text":"12月CPI预估从上周五开始，市场的交易有着很明显的宏观迹象。什么叫做市场的交易有着很明显的宏观迹象，就是说股市的上涨下跌没有逻辑可言，但是其它资产的交易逻辑性非常强，而股市突然上涨或者下跌的时候，恰好是其它宏观资产价格剧烈变化的时候。按照重要性排序，现在对于美国加息决议的决定因素是“CPI数据 >鲍威尔在某个场合的讲话 >其他美联储成员在某个场合的讲话 > FOMC会议”。最没有看头的反而是FOMC会议，当然也不得不看，因为害怕美联储会放雷。12月美国的CPI数据还没出来，但是欧盟的CPI数据出来了。根据彭博的数据，欧盟12月的CPI数据进一步高位下降。下图是美国（蓝线）和欧盟（白线）的CPI，两者关系非常紧密。细心的人会发现欧盟CPI冲高回落似乎比美国晚，这里面的核心原因在于能源部分。下图是美国CPI中能源部分的增长率，是去年6月见顶。但是欧盟CPI的能源部分，是去年10月才开始回落。这个差异和常识也相互吻合，美国的能源独立性更强，欧盟的能源依赖性更强。欧盟12月的CPI进一步回落暗示了美国也会回落，那美国12的CPI具体是多少呢？我今天来估算一下。第一个部分是能源，11月的同比增长还是13%，但是根据汽油的平均价格来看，12月的同比增长会是负数，也就是说2022年12月的汽油价格比2021年12月的汽油价格还便宜，大概同比增长是-1%。考虑到能源部分中还有一些服务部分，价格具有一定的粘滞性，能源的同比增长大概只有3%。下图是美国的汽油价格，红框是12月。第二部分是食物（下图是食物的指数），是属于通胀比较顽固的部分，目前通胀的环比开始放缓。这里数学处理一下，沿用11月的环比增幅来估计12月的食物指数，那么12月的食物部分的同比增长是10%，这个和11月的食物同比增长10.6%相近。对于第三部分（商品）和第四部分（服务），均采用和食物类似的处理方式。商品的同比增长将会是2%，低于11月的3.7%；服务的同比增长将会是7%，略微高于11月的6.8%。商品价格的回落有目共睹，所以实际可能比2%更低。服务的同比增长依然具有粘性，这里面房租的贡献最大，从现在的实际感受来看，房租确实没有回落。最后把预估的4部分套上各自的权重系数，那么12月的通胀预估是6.0%。目前华尔街分析师的预期均值是6.5%，我的比他们的预期要低0.5%。注意，我的预估其实都是偏保守，因为食物、商品和服务的环比增长在过去4个月都是越来越小，而我套用的是11月的环比增长来预估12月的数，很保守。下图是这3部分过去4个月的指数以及环比增长，环比变弱的趋势明显。周四的数字不会难看。免责声明：非研究报告，仅供参考，不构成任何投资建议。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959129659,"gmtCreate":1672932276671,"gmtModify":1676538759677,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959129659","repostId":"1158940630","repostType":4,"repost":{"id":"1158940630","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":1672929021,"share":"https://ttm.financial/m/news/1158940630?lang=en_US&edition=fundamental","pubTime":"2023-01-05 22:30","market":"us","language":"zh","title":"Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen","url":"https://stock-news.laohu8.com/highlight/detail?id=1158940630","media":"老虎资讯综合","summary":"1月5日，美股三大指数集体低开，道琼斯指数开盘下跌174.84点，跌幅0.53%，报33094.93点；纳斯达克综合指数开盘下跌74.69点，跌幅0.71%，报10384.07点；标普500指数开盘下","content":"<p><html><head></head><body>On January 5, the three major U.S. stock indexes collectively held an open low. The Dow Jones Index opened down 174.84 points, or 0.53%, to 33094.93 points; The Nasdaq Composite Index opened down 74.69 points, or 0.71%, to 10384.07 points; The S&P 500 index opened down 29.43 points, or 0.76%, to 3823.54 points.</p><p>Popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 23%, the largest intraday decline since August last year. It previously stated that it could not submit the 10Q quarterly report on time and was considering relevant options including bankruptcy relief.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a>It rose more than 2%. People familiar with the matter said Western Digital had restarted negotiations on a merger deal with Japanese company Kioxia.</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged 40%, the largest intraday drop in history, amid reports that Silvergate sold $5.2 billion worth of debt securities and planned to lay off about 40% of its workforce.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | The three major U.S. stock indexes have a collective open low, and popular Chinese concept stocks have fallen\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-01-05 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 5, the three major U.S. stock indexes collectively held an open low. The Dow Jones Index opened down 174.84 points, or 0.53%, to 33094.93 points; The Nasdaq Composite Index opened down 74.69 points, or 0.71%, to 10384.07 points; The S&P 500 index opened down 29.43 points, or 0.76%, to 3823.54 points.</p><p>Popular Chinese concept stocks fell,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 6%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell nearly 3%.</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>It fell more than 23%, the largest intraday decline since August last year. It previously stated that it could not submit the 10Q quarterly report on time and was considering relevant options including bankruptcy relief.</p><p><a href=\"https://laohu8.com/S/WDC\">Western Digital</a>It rose more than 2%. People familiar with the matter said Western Digital had restarted negotiations on a merger deal with Japanese company Kioxia.</p><p><a href=\"https://laohu8.com/S/SI\">Silvergate</a>It plunged 40%, the largest intraday drop in history, amid reports that Silvergate sold $5.2 billion worth of debt securities and planned to lay off about 40% of its workforce.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158940630","content_text":"1月5日，美股三大指数集体低开，道琼斯指数开盘下跌174.84点，跌幅0.53%，报33094.93点；纳斯达克综合指数开盘下跌74.69点，跌幅0.71%，报10384.07点；标普500指数开盘下跌29.43点，跌幅0.76%，报3823.54点。热门中概股走低，高途跌逾6%，京东跌超3%，阿里巴巴、百度跌近3%。3B家居跌超23%，创去年8月以来最大盘中跌幅，此前表示无法按时提交10Q季度报表，且正在考虑包括破产救济的相关选项。西部数据涨逾2%，知情人士称西部数据已经重启与日本公司铠侠的合并交易谈判。Silvergate重挫40%，创历史最大盘中跌幅，报道称Silvergate出售价值52亿美元的债权证券，并计划裁员约40%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927193622,"gmtCreate":1672413582066,"gmtModify":1676538688068,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927193622","repostId":"1161296820","repostType":4,"repost":{"id":"1161296820","kind":"news","pubTimestamp":1672409292,"share":"https://ttm.financial/m/news/1161296820?lang=en_US&edition=fundamental","pubTime":"2022-12-30 22:08","market":"us","language":"zh","title":"This year is one of the worst wealth losses in 100 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1161296820","media":"华尔街见闻","summary":"高通胀还在继续，基金经理们的2023年又该如何应对？","content":"<p><html><head></head><body>Author: Ge Jiaming</p><p>The year 2022 ended amid an intensive rate hike by central banks to fight inflation.</p><p>Both the stock market and bonds have suffered unexpected \"crit\", and asset management companies are struggling to cope with the most difficult year in 100 years.<b>Since risks cannot be hedged, funds cannot find a \"safe haven\",</b>Most standard investment methods, which combine stocks and fixed assets, have suffered considerable losses this year.</p><p>Equity hedge funds have fallen an average of 9.7% this year and are on track for their worst annual returns since the 2008 financial crisis, according to data from HFR.</p><p>Renaud de Planta, head of Pictet, a Swiss multinational private banking and financial services company, said<b>This year is one of the worst wealth losses in nearly 100 years, and many private investors may lose more than a quarter of their real wealth after inflation adjustment</b>：</p><p>The company manages about $635 billion in assets. Take the simplest investment portfolio-bonds and stocks, for example. Stocks and bonds around the world have basically experienced double-digit declines this year. The two asset classes can often be balanced out by hedging, and this year has seen one of the worst wealth shrinkage in 100 years. According to the media, Stéphane Monier, chief investment officer of Swiss private bank Lombard Odier, said in an interview that 2022 is the year since 1926<b>The only three years in which both stocks and bonds have had \"significantly negative returns\".</b>The MSCI World Index, which tracks global stock markets, has fallen by 14% since January, while the Bloomberg Fixed Income Index has also fallen by more than 10%.</p><p>According to research by Asset Risk Consultants (ARC), by tracking the investment returns of more than 100 large UK asset management companies this year, as of December 15, the investment portfolios of UK asset management company clients were adjusted for inflation.<b>The average loss is nearly 20%</b>。</p><p>Inflation aside, portfolios have lost an average of 10% this year, said ARC chief Graham Harrison<b>Investors this year have little chance of avoiding losses</b>：</p><p>With the exception of energy and commodities, almost all asset classes are falling, and investors have little chance of avoiding losses. The U.S. bond market recorded its biggest decline in decades, with the yield on the U.S. two-year Treasury Bond soaring from 0.7% to 4.3%, and the yield on the 10-year Treasury Bond jumping from 1.5% at the end of 2021 to more than 3.8%. Since the beginning of this year, British Treasury Bond have risen by more than 250%. Without warning, the Bank of Japan made a surprise turn in December, sending the yield on Japan's 10-year Treasury Bond soaring 21 basis points to 0.467%, the highest since 2015.</p><p>The tragedy also happened in the global stock market. Except for the British FTSE 100, which also rose by 1.74%, the major stock indexes of developed markets around the world all fell. The Nasdaq fell by 33.03% during the year, the German DAX fell by 11.41%, and the Nikkei 225 fell by 9.37%. France CAC40 fell 8.1%.</p><p>Fund managers have to look for assets that are not related to stocks and bonds. Monier said,<b>Hedge funds that benefit from volatility can earn decent returns on investment this year. Many fund managers said that they have increased their holdings of commodities and increased the proportion of gold in commodities.</b></p><p>Monier said conventional wisdom is that bond-focused strategies lose less during market downturns. However,<b>Many fixed-income-heavy portfolios have underperformed equity-heavy options investments this year</b>：</p><p>The highest inflation rate in decades, along with rising interest rates, is a particularly problematic combination for bonds. Media analysis pointed out that this year's unstable situation also requires fund managers to spend a lot of time face-to-face with customers to prevent them from panicking and fleeing. Peter McLean, CEO of wealth management firm Stonehage Fleming, said that they have engaged more with clients this year than in previous years:</p><p>We have to give an explanation of what happened, why it happened and what changes will be made in the future at an appropriate time. The sudden surge in inflation presents a particular challenge for asset managers, and one they haven't faced in decades.</p><p>And now, inflation is still close to 10%, meaning managers will also start 2023 far behind and need to deliver better results to break even.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This year is one of the worst wealth losses in 100 years</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\">\nThis year is one of the worst wealth losses in 100 years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-12-30 22:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Ge Jiaming</p><p>The year 2022 ended amid an intensive rate hike by central banks to fight inflation.</p><p>Both the stock market and bonds have suffered unexpected \"crit\", and asset management companies are struggling to cope with the most difficult year in 100 years.<b>Since risks cannot be hedged, funds cannot find a \"safe haven\",</b>Most standard investment methods, which combine stocks and fixed assets, have suffered considerable losses this year.</p><p>Equity hedge funds have fallen an average of 9.7% this year and are on track for their worst annual returns since the 2008 financial crisis, according to data from HFR.</p><p>Renaud de Planta, head of Pictet, a Swiss multinational private banking and financial services company, said<b>This year is one of the worst wealth losses in nearly 100 years, and many private investors may lose more than a quarter of their real wealth after inflation adjustment</b>：</p><p>The company manages about $635 billion in assets. Take the simplest investment portfolio-bonds and stocks, for example. Stocks and bonds around the world have basically experienced double-digit declines this year. The two asset classes can often be balanced out by hedging, and this year has seen one of the worst wealth shrinkage in 100 years. According to the media, Stéphane Monier, chief investment officer of Swiss private bank Lombard Odier, said in an interview that 2022 is the year since 1926<b>The only three years in which both stocks and bonds have had \"significantly negative returns\".</b>The MSCI World Index, which tracks global stock markets, has fallen by 14% since January, while the Bloomberg Fixed Income Index has also fallen by more than 10%.</p><p>According to research by Asset Risk Consultants (ARC), by tracking the investment returns of more than 100 large UK asset management companies this year, as of December 15, the investment portfolios of UK asset management company clients were adjusted for inflation.<b>The average loss is nearly 20%</b>。</p><p>Inflation aside, portfolios have lost an average of 10% this year, said ARC chief Graham Harrison<b>Investors this year have little chance of avoiding losses</b>：</p><p>With the exception of energy and commodities, almost all asset classes are falling, and investors have little chance of avoiding losses. The U.S. bond market recorded its biggest decline in decades, with the yield on the U.S. two-year Treasury Bond soaring from 0.7% to 4.3%, and the yield on the 10-year Treasury Bond jumping from 1.5% at the end of 2021 to more than 3.8%. Since the beginning of this year, British Treasury Bond have risen by more than 250%. Without warning, the Bank of Japan made a surprise turn in December, sending the yield on Japan's 10-year Treasury Bond soaring 21 basis points to 0.467%, the highest since 2015.</p><p>The tragedy also happened in the global stock market. Except for the British FTSE 100, which also rose by 1.74%, the major stock indexes of developed markets around the world all fell. The Nasdaq fell by 33.03% during the year, the German DAX fell by 11.41%, and the Nikkei 225 fell by 9.37%. France CAC40 fell 8.1%.</p><p>Fund managers have to look for assets that are not related to stocks and bonds. Monier said,<b>Hedge funds that benefit from volatility can earn decent returns on investment this year. Many fund managers said that they have increased their holdings of commodities and increased the proportion of gold in commodities.</b></p><p>Monier said conventional wisdom is that bond-focused strategies lose less during market downturns. However,<b>Many fixed-income-heavy portfolios have underperformed equity-heavy options investments this year</b>：</p><p>The highest inflation rate in decades, along with rising interest rates, is a particularly problematic combination for bonds. Media analysis pointed out that this year's unstable situation also requires fund managers to spend a lot of time face-to-face with customers to prevent them from panicking and fleeing. Peter McLean, CEO of wealth management firm Stonehage Fleming, said that they have engaged more with clients this year than in previous years:</p><p>We have to give an explanation of what happened, why it happened and what changes will be made in the future at an appropriate time. The sudden surge in inflation presents a particular challenge for asset managers, and one they haven't faced in decades.</p><p>And now, inflation is still close to 10%, meaning managers will also start 2023 far behind and need to deliver better results to break even.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3678748\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3678748","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1161296820","content_text":"作者：葛佳明2022年在各国央行为抗击通胀的密集加息中落幕。股市和债券都遭遇了始料未及的“暴击”，资管公司正在努力应对100年以来最难熬的一年，由于风险无法对冲，资金找不到“避风港”，多数以股票和固定资产为组合的标准投资方式在今年都遭遇了不小的损失。根据HFR的数据，股票对冲基金今年平均下跌9.7%，有望创自2008年金融危机以来最差的年度回报率。瑞士跨国私人银行和金融服务公司Pictet负责人Renaud de Planta称今年是近100年来财富损失最严重的年份之一，许多私人投资者的实际财富在经通胀调整后，损失或将超过四分之一：公司管理着约6350亿美元的资产，拿最简单的一个投资组合——债券和股票来举例。今年全球的股票和债券基本都出现了两位数的跌幅。这两种资产类别通常可以对冲来平衡，今年是100年来财富缩水最严重的年份之一。媒体称，瑞士私人银行 Lombard Odier 的首席投资官 Stéphane Monier在接受采访时表示，2022 年是自1926 年以来仅有的三年股票和债券均出现“明显负回报”的年份。追踪全球股市的MSCI世界指数自1月以来下跌了14%，而彭博固定收益指数下跌也超10%。根据Asset Risk Consultants (ARC)的研究，通过跟踪英国100多家大型资管公司今年以来的投资回报，截至12月15日，英国资管公司客户们的投资组合经通胀调整后，平均损失近20%。ARC表示，撇开通涨不看，今年的投资组合平均损失10%，ARC负责人Graham Harrison表示今年的投资者几乎没有避免损失的机会：除了能源和大宗商品，几乎所有类别的资产都在下跌，投资者几乎没有避免损失的机会。美国债券市场创下了数十年来的最大跌幅，美国两年期国债收益率从0.7%飙升至 4.3%，十年期国债收益率已从2021年底的1.5%跃升至超3.8%。今年以来英国国债涨超250%。没有任何预兆，日本央行12月出人意料地转向，使得日本10年期国债收益率飙升21个基点至0.467％，为2015年以来最高。惨状也同样发生在全球股市，除英国富时100也累计上涨1.74%，全球发达市场主要股指均下跌，纳斯达克年内累计下跌33.03%，德国DAX跌11.41%，日经225跌9.37%，法国CAC40跌8.1%。基金经理们不得不寻找与股票和债券不相关的资产。Monier表示，从波动性中获益的对冲基金，可以在今年获得不错的投资回报率。不少基金经理们表示，他们已增持大宗商品，同时增加黄金在大宗商品的比例。Monier称，传统观点认为，债券为主的策略在市场低迷期间损失较小。然而，许多以固定收益为主的投资组合今年的表现不如以股票为主的期权投资：几十年来最高的通胀率，以及不断攀升的利率，对债券来说是一个特别有问题的组合。媒体分析指出，今年不稳定的情况还要求基金经理们花大量的时间与客户面对面，以防止客户们恐慌出逃。财富管理公司Stonehage Fleming的CEO Peter McLean称，他们今年与客户进行了比以往几年更多的接触：我们不得不对发生的事情、发生的原因以及将在未来适当的时候做出哪些改变进行解释。通胀的突然飙升给资管公司带来了特殊的挑战，也是他们几十年来从未面对过的挑战。而现在，通货膨胀率仍然接近10%，意味着经理们2023年的开局也将远远落后，需要提供更好的业绩才能实现收支平衡。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924735156,"gmtCreate":1672327434975,"gmtModify":1676538673250,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924735156","repostId":"1184536778","repostType":4,"repost":{"id":"1184536778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672325074,"share":"https://ttm.financial/m/news/1184536778?lang=en_US&edition=fundamental","pubTime":"2022-12-29 22:44","market":"us","language":"en","title":"Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184536778","media":"Tiger Newspress","summary":"Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.\"The market","content":"<html><head></head><body><p>Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.</p><p>&#34;The market has recently worried about the impact of China&#39;s Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited,&#34; CICC analyst Deng Xue&#39;s team wrote in a research note.</p><p><img src=\"https://static.tigerbbs.com/5bbe6ce87f0d2a51cad96247a7bcd58f\" tg-width=\"399\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p>On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.</p><p>In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV ADRs Gained in Morning Trading, With XPeng and Li Auto Rising Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.</p><p>&#34;The market has recently worried about the impact of China&#39;s Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited,&#34; CICC analyst Deng Xue&#39;s team wrote in a research note.</p><p><img src=\"https://static.tigerbbs.com/5bbe6ce87f0d2a51cad96247a7bcd58f\" tg-width=\"399\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><p>On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.</p><p>In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184536778","content_text":"Chinese EV ADRs gained in morning trading. Li Auto, XPeng rose over 6%; Nio rose over 4%.\"The market has recently worried about the impact of China's Covid policy adjustment on the demand and supply of NEVs. We believe that the overall impact is limited,\" CICC analyst Deng Xue's team wrote in a research note.On the demand side, the Covid infection since December did have some impact on sales of NEVs, mainly in terms of consumer visits to stores, the team said.In addition, some salespeople have been affected, the team said, adding that these factors can create some disruption in the acquisition of new orders.","news_type":1,"symbols_score_info":{"NIO":0.9,"LI":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924732977,"gmtCreate":1672327284300,"gmtModify":1676538673198,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924732977","repostId":"1117624391","repostType":4,"repost":{"id":"1117624391","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672325904,"share":"https://ttm.financial/m/news/1117624391?lang=en_US&edition=fundamental","pubTime":"2022-12-29 22:58","market":"us","language":"en","title":"Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117624391","media":"Tiger Newspress","summary":"Crypto stocks rose in morning trading.Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Lim","content":"<html><head></head><body><p>Crypto stocks rose in morning trading.</p><p>Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.</p><p><img src=\"https://static.tigerbbs.com/7597446a6b98ae1f6b063e09569dca37\" tg-width=\"472\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks Rose in Morning Trading, With Coinbase Stock Jumping Over 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks rose in morning trading.</p><p>Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.</p><p><img src=\"https://static.tigerbbs.com/7597446a6b98ae1f6b063e09569dca37\" tg-width=\"472\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCTY":"第九城市","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117624391","content_text":"Crypto stocks rose in morning trading.Bit Digital rose over 9%; The9 rose over 7%; Coinbase, SOS Limited rose over 6%.","news_type":1,"symbols_score_info":{"NCTY":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":2981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924638527,"gmtCreate":1672239713969,"gmtModify":1676538657994,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924638527","repostId":"1119468919","repostType":4,"isVote":1,"tweetType":1,"viewCount":3776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924909811,"gmtCreate":1672150647533,"gmtModify":1676538642439,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924909811","repostId":"1149804865","repostType":4,"repost":{"id":"1149804865","kind":"news","pubTimestamp":1672142424,"share":"https://ttm.financial/m/news/1149804865?lang=en_US&edition=fundamental","pubTime":"2022-12-27 20:00","market":"us","language":"zh","title":"Tech giants' performance expectations have been lowered, including Apple and Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1149804865","media":"英为财情","summary":"多位分析师下调了对主要科技公司的预估，以纳入持续的宏观逆风因素。","content":"<p><div>Morgan Stanley's U.S. equity strategists issued a research report last week warning that stocks may move lower next, dragged down by negative estimate revisions. Recently, several analysts have lowered their estimates for major tech companies to incorporate ongoing macro headwinds. For example, Baird analysts lowered their 2023 expectations and price targets for Internet stocks, including Amazon, Alphabet and Meta Platforms. We have lowered our 2023 estimates for a range of internet weathervanes, reflecting a slower post-pandemic recovery in e-commerce and online advertising, analysts said in a note,...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2162590\">Web link</a></div></p>","source":"ywcq","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>Tech giants' performance expectations have been lowered, including Apple and Amazon</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\">\nTech giants' performance expectations have been lowered, including Apple and Amazon\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英为财情</strong><span class=\"h-time small\">2022-12-27 20:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Morgan Stanley's U.S. equity strategists issued a research report last week warning that stocks may move lower next, dragged down by negative estimate revisions. Recently, several analysts have lowered their estimates for major tech companies to incorporate ongoing macro headwinds. For example, Baird analysts lowered their 2023 expectations and price targets for Internet stocks, including Amazon, Alphabet and Meta Platforms. We have lowered our 2023 estimates for a range of internet weathervanes, reflecting a slower post-pandemic recovery in e-commerce and online advertising, analysts said in a note,...</p><p><a href=\"https://cn.investing.com/news/stock-market-news/article-2162590\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cn.investing.com/news/stock-market-news/article-2162590\">英为财情</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9affa90aeb60480d0aba843f0241d9e8","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2162590","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149804865","content_text":"摩根士丹利美国股票策略师上周发布研究报告警告，受到负面估计修正的拖累，股市接下来可能走低。近期，多位分析师下调了对主要科技公司的预估，以纳入持续的宏观逆风因素。如Baird分析师下调了互联网股2023年预期和目标价，包括亚马逊、Alphabet和Meta Platforms。分析师在报告中表示，「我们下调了对一系列互联网风向标2023年的预估，反映出电子商务和网络广告在大流行之后的恢复速度放缓，以及对温和到适度的经济衰退和劳动力市场疲软的预期。虽然经济出现更严重衰退的概率进一步下降，但我们现在仍然对ABNB、AMZN、BABA、EBAY、GOOGL、META、PINS、PYPL和SHOP的看法仍然低于一致预期。」分析师对AMZN、GOOGL和META的最新目标价分别为每股120美元、115美元和145美元。不过，中期内，分析师仍然看好这些超级大盘股，他们预计「积极的长期增长趋势终将恢复」。同时，Needham & Company的分析师下调了对亚马逊的预估。「我们认为，亚马逊的经济模式有自己的问题。即我们预计2022财年的营业额估计保持在大约5100亿美元不变，然而成本在2022财年将达到近5000亿美元。因此，在2022财年，100万名员工全年创造的经营利润将达到约110亿美元(经营利润率仅为2%)」分析师还下调了苹果的业绩预估，现在预计2023年的收入增速仅为2%。报告写道：「我们下调了苹果2023财年第一财季和全财年的预期，原因是全球宏观消费需求趋势疲软，供应链短缺，以及中美之间日益加剧的地缘政治压力，导致2023财年中国的iPhone需求疲软(历史上约占苹果销售收入的20%)。」","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925568135,"gmtCreate":1672067818427,"gmtModify":1676538629417,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9925568135","repostId":"1171674800","repostType":4,"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925561558,"gmtCreate":1672067774474,"gmtModify":1676538629399,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"<a 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data-views=\"1\"></v-v>ok","text":"$星展集团控股(D05.SI)$ ok","images":[{"img":"https://community-static.tradeup.com/news/367fddcbe51b978e79ef32124f4ed3a3","width":"750","height":"1496"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925907310","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9922557102,"gmtCreate":1671808289006,"gmtModify":1676538597132,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C38U.SI\">$凯德商用新加坡信托(C38U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>ok","listText":"<a href=\"https://ttm.financial/S/C38U.SI\">$凯德商用新加坡信托(C38U.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>ok","text":"$凯德商用新加坡信托(C38U.SI)$ 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22:46","market":"us","language":"zh","title":"Cruise stocks rose strongly, Carnival Cruises rose more than 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130846671","media":"老虎资讯综合","summary":"12月21日，邮轮股盘初大涨，嘉年华邮轮涨超6%，皇家加勒比邮轮涨超4%，挪威邮轮涨超3%。","content":"<p><html><head></head><body>On December 21, cruise stocks rose sharply at the beginning of the session.<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Up more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Rose more than 4%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Up more than 3%.</p><p><img src=\"https://static.tigerbbs.com/eca341daf46b92ece949cb29a836b1b4\" tg-width=\"434\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cruise stocks rose strongly, Carnival Cruises rose more than 6%</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{ 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-21 22:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On December 21, cruise stocks rose sharply at the beginning of the session.<a href=\"https://laohu8.com/S/CCL\">Carnival Cruises</a>Up more than 6%,<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>Rose more than 4%,<a href=\"https://laohu8.com/S/NCLH\">Norwegian cruise line</a>Up more than 3%.</p><p><img src=\"https://static.tigerbbs.com/eca341daf46b92ece949cb29a836b1b4\" tg-width=\"434\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","relate_stocks":{"CCL":"嘉年华邮轮","NCLH":"挪威邮轮","RCL":"皇家加勒比邮轮"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130846671","content_text":"12月21日，邮轮股盘初大涨，嘉年华邮轮涨超6%，皇家加勒比邮轮涨超4%，挪威邮轮涨超3%。","news_type":1,"symbols_score_info":{"CCL":0.9,"RCL":0.9,"NCLH":0.9}},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928485973,"gmtCreate":1671372439393,"gmtModify":1676538527113,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576729709142650","idStr":"3576729709142650"},"themes":[],"htmlText":"<a 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22:56","market":"sh","language":"zh","title":"Sinopharm: Will be responsible for the import and distribution of Pfizer's new crown specific drugs in the Chinese mainland market","url":"https://stock-news.laohu8.com/highlight/detail?id=1194826097","media":"老虎资讯综合","summary":"中国医药：与辉瑞公司签订协议，将负责辉瑞公司新冠病毒治疗药物奈玛特韦片/利托那韦片(Paxlovid)在中国大陆市场的进口和经销。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>: Signed an agreement with Pfizer to be responsible for the import and distribution of Pfizer's Novel Coronavirus therapeutic drug nematvir tablets/ritonavir tablets (Paxlovid) in the Chinese mainland market.</p><p><img src=\"https://static.tigerbbs.com/239b68a7ee5fe1d0b55436ef89df6e1a\" tg-width=\"770\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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market\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-12-14 22:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/600056\">China Pharmaceutical</a>: Signed an agreement with Pfizer to be responsible for the import and distribution of Pfizer's Novel Coronavirus therapeutic drug nematvir tablets/ritonavir tablets (Paxlovid) in the Chinese mainland market.</p><p><img src=\"https://static.tigerbbs.com/239b68a7ee5fe1d0b55436ef89df6e1a\" tg-width=\"770\" tg-height=\"631\" 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663588824,"share":"https://ttm.financial/m/news/1107423216?lang=en_US&edition=fundamental","pubTime":"2022-09-19 20:00","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Fall Nearly 1%; One Company Shares Jump 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107423216","media":"Tiger Newspress","summary":"Wall Street futures fell on Monday, with rate-sensitive technology and growth stocks leading the dec","content":"<html><head></head><body><p>Wall Street futures fell on Monday, with rate-sensitive technology and growth stocks leading the declines as investors worried that another massive interest rate hike by the Federal Reserve could tip the U.S. economy into a recession.</p><p>Heavyweights Apple, Microsoft, Alphabet, Amazon.com, Meta Platforms, Tesla Inc and Nvidia Corp fell about 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/bc3f906f466b5a6621bd631d8c382cb6\" tg-width=\"445\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>Focus will also be on new economic projections, due to be published alongside the policy statement at 2 p.m. ET (1800 GMT) on Wednesday.</p><p>The CBOE volatility index(.VIX), also known as Wall Street&#39;s fear gauge, rose to 27.88 points, inching closer to a more than two-month high.</p><p><b>Market Snapshot</b></p><p>At 7:55 a.m. ET, Dow e-minis were down 251 points, or 0.81%, S&amp;P 500 e-minis were down 33.25 points, or 0.85%, and Nasdaq 100 e-minis were down 109 points, or 0.91%.</p><p><img src=\"https://static.tigerbbs.com/de765ca7e9b944b90549124f0b2d448b\" tg-width=\"444\" tg-height=\"178\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>AutoZone (AZO)</b> – AutoZone gained 2.3% in premarket action after the auto parts retailer reported better-than-expected profit and revenue for its latest quarter. AutoZone&#39;s same-store sales rose 6.2% compared to a year ago, twice what analysts had predicted amid continued strength in its commercial business.</p><p><b>Take-Two Interactive (TTWO)</b> – Take-Two shares slid 5.6% in the premarket after Bloomberg reported that a hacker released gameplay from its upcoming Grand Theft Auto IV game online. It&#39;s said to be one of the biggest leaks in gaming history.</p><p><b>bluebird bio (BLUE)</b> – bluebird bio rallied 6.6% in premarket trading after the Food and Drug Administration approved the company&#39;s gene therapy for a rare and lethal brain disease in children.</p><p><b>Wix (WIX)</b> – Wix shares jumped 6% in premarket action after activist investor Starboard Value revealed a 9% stake in the web development platform company.</p><p><b>Coinbase (COIN)</b> – Coinbase fell 4.8% in the premarket, as multimonth lows for cryptocurrencies weigh on sentiment for the crypto exchange operator and other crypto-related stocks. <b>MicroStrategy (MSTR) </b>– the business analytics company which has billions in bitcoin on its balance sheet – also fell, down 5%.</p><p><b>FedEx (FDX)</b> – FedEx remains on watch after plunging 21.4% in Friday&#39;s trading following an earnings warning, its biggest-ever one-day decline.</p><p><b>NCR (NCR)</b> – NCR slid another 2.2% in the premarket on top of a 20.3% plunge Friday after Morgan Stanley downgraded the stock to &#34;equal-weight&#34; from &#34;overweight.&#34; The Friday decline followed news that NCR would separate into two separate companies, and Morgan Stanley said any unlocking of value from that move may take a long time to play out.</p><p><b>Adobe (ADBE)</b> – Wells Fargo downgraded the software company&#39;s stock to &#34;equal weight&#34; from &#34;overweight,&#34; saying Adobe&#39;s planned acquisition of online design firm Figma is a good product fit but that the $20 billion price tag leaves little room for error. Adobe fell 1.3% in premarket trading after falling 16.8% last Thursday and another 3.1% on Friday.</p><p><b>Theravance Biopharma (TBPH)</b> – Theravance has initiated a $250 million stock buyback program. As part of that program, it will buy the 9.6 million shares held by pharmaceutical companyGSK(GSK). Theravance added 3.2% in the premarket.</p><p><b>KnowBe4 (KNBE)</b> – KnowBe4, Inc today confirmed the receipt of a non-binding proposal from Vista Equity Partners (“Vista”) to acquire all outstanding shares of the Company for $24 per share in cash. The proposal represents a 39% premium to KnowBe4’s closing price on September 16, 2022. KnowBe4 shares jumped 24.3% in premarket trading.</p><p><b>Market News</b></p><p><b>Britain Holds State Funeral for Queen Elizabeth II</b></p><p>Queen Elizabeth II&#39;s state funeral took place at Westminster Abbey as Britain concludes its farewell to its longest-serving monarch.</p><p>The funeral began at 6 a.m. ET and included readings by Prime Minister Liz Truss and the secretary general of the Commonwealth, Patricia Scotland. The Archbishop of Canterbury used his sermon to praise the queen&#39;s servant leadership.</p><p>The service was attended by a host of world leaders, including President Biden, French President Emmanuel Macron and Japanese Emperor Naruhito.</p><p><b>Bitcoin Falls Below $19,000 As Cryptos Creak Under Rate Hike Risk</b></p><p>Cryptocurrencies fell to fresh lows on Monday on regulatory concerns and as investors globally turned shy on risky assets with interest rate rises looming around the world.</p><p>Bitcoin , the biggest cryptocurrency by market value, fell about 5% to a three-month low of $18,387.</p><p>Ether , the second largest cryptocurrency, dropped 3% to a two-month low of $1,285 and is down more than 10% in the last 24 hours. Most other smaller tokens were deeper in the red.</p><p><b>VW Prices Porsche IPO, Valuing Car Maker at Up to $78 Billion</b></p><p>Porsche AG shares will begin trading on Sept. 29 in one of the largest European public listings in years, raising up to $9.4 billion and valuing the sports car maker at as much as $78 billion.</p><p>Porsche’s parent, German car giant Volkswagen AG, priced the public offering of preferred stock in line with average analyst expectations. Combined with a private sale of Porsche ordinary stock to VW’s largest investor, Porsche Automobil Holding SE, the sale of 25% of Porsche could raise €19.5 billion for VW, the equivalent of $19.5 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Futures Fall Nearly 1%; One Company Shares Jump 24%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Futures Fall Nearly 1%; One Company Shares Jump 24%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-19 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street futures fell on Monday, with rate-sensitive technology and growth stocks leading the declines as investors worried that another massive interest rate hike by the Federal Reserve could tip the U.S. economy into a recession.</p><p>Heavyweights Apple, Microsoft, Alphabet, Amazon.com, Meta Platforms, Tesla Inc and Nvidia Corp fell about 1% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/bc3f906f466b5a6621bd631d8c382cb6\" tg-width=\"445\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>Focus will also be on new economic projections, due to be published alongside the policy statement at 2 p.m. ET (1800 GMT) on Wednesday.</p><p>The CBOE volatility index(.VIX), also known as Wall Street&#39;s fear gauge, rose to 27.88 points, inching closer to a more than two-month high.</p><p><b>Market Snapshot</b></p><p>At 7:55 a.m. ET, Dow e-minis were down 251 points, or 0.81%, S&amp;P 500 e-minis were down 33.25 points, or 0.85%, and Nasdaq 100 e-minis were down 109 points, or 0.91%.</p><p><img src=\"https://static.tigerbbs.com/de765ca7e9b944b90549124f0b2d448b\" tg-width=\"444\" tg-height=\"178\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>AutoZone (AZO)</b> – AutoZone gained 2.3% in premarket action after the auto parts retailer reported better-than-expected profit and revenue for its latest quarter. AutoZone&#39;s same-store sales rose 6.2% compared to a year ago, twice what analysts had predicted amid continued strength in its commercial business.</p><p><b>Take-Two Interactive (TTWO)</b> – Take-Two shares slid 5.6% in the premarket after Bloomberg reported that a hacker released gameplay from its upcoming Grand Theft Auto IV game online. It&#39;s said to be one of the biggest leaks in gaming history.</p><p><b>bluebird bio (BLUE)</b> – bluebird bio rallied 6.6% in premarket trading after the Food and Drug Administration approved the company&#39;s gene therapy for a rare and lethal brain disease in children.</p><p><b>Wix (WIX)</b> – Wix shares jumped 6% in premarket action after activist investor Starboard Value revealed a 9% stake in the web development platform company.</p><p><b>Coinbase (COIN)</b> – Coinbase fell 4.8% in the premarket, as multimonth lows for cryptocurrencies weigh on sentiment for the crypto exchange operator and other crypto-related stocks. <b>MicroStrategy (MSTR) </b>– the business analytics company which has billions in bitcoin on its balance sheet – also fell, down 5%.</p><p><b>FedEx (FDX)</b> – FedEx remains on watch after plunging 21.4% in Friday&#39;s trading following an earnings warning, its biggest-ever one-day decline.</p><p><b>NCR (NCR)</b> – NCR slid another 2.2% in the premarket on top of a 20.3% plunge Friday after Morgan Stanley downgraded the stock to &#34;equal-weight&#34; from &#34;overweight.&#34; The Friday decline followed news that NCR would separate into two separate companies, and Morgan Stanley said any unlocking of value from that move may take a long time to play out.</p><p><b>Adobe (ADBE)</b> – Wells Fargo downgraded the software company&#39;s stock to &#34;equal weight&#34; from &#34;overweight,&#34; saying Adobe&#39;s planned acquisition of online design firm Figma is a good product fit but that the $20 billion price tag leaves little room for error. Adobe fell 1.3% in premarket trading after falling 16.8% last Thursday and another 3.1% on Friday.</p><p><b>Theravance Biopharma (TBPH)</b> – Theravance has initiated a $250 million stock buyback program. As part of that program, it will buy the 9.6 million shares held by pharmaceutical companyGSK(GSK). Theravance added 3.2% in the premarket.</p><p><b>KnowBe4 (KNBE)</b> – KnowBe4, Inc today confirmed the receipt of a non-binding proposal from Vista Equity Partners (“Vista”) to acquire all outstanding shares of the Company for $24 per share in cash. The proposal represents a 39% premium to KnowBe4’s closing price on September 16, 2022. KnowBe4 shares jumped 24.3% in premarket trading.</p><p><b>Market News</b></p><p><b>Britain Holds State Funeral for Queen Elizabeth II</b></p><p>Queen Elizabeth II&#39;s state funeral took place at Westminster Abbey as Britain concludes its farewell to its longest-serving monarch.</p><p>The funeral began at 6 a.m. ET and included readings by Prime Minister Liz Truss and the secretary general of the Commonwealth, Patricia Scotland. The Archbishop of Canterbury used his sermon to praise the queen&#39;s servant leadership.</p><p>The service was attended by a host of world leaders, including President Biden, French President Emmanuel Macron and Japanese Emperor Naruhito.</p><p><b>Bitcoin Falls Below $19,000 As Cryptos Creak Under Rate Hike Risk</b></p><p>Cryptocurrencies fell to fresh lows on Monday on regulatory concerns and as investors globally turned shy on risky assets with interest rate rises looming around the world.</p><p>Bitcoin , the biggest cryptocurrency by market value, fell about 5% to a three-month low of $18,387.</p><p>Ether , the second largest cryptocurrency, dropped 3% to a two-month low of $1,285 and is down more than 10% in the last 24 hours. Most other smaller tokens were deeper in the red.</p><p><b>VW Prices Porsche IPO, Valuing Car Maker at Up to $78 Billion</b></p><p>Porsche AG shares will begin trading on Sept. 29 in one of the largest European public listings in years, raising up to $9.4 billion and valuing the sports car maker at as much as $78 billion.</p><p>Porsche’s parent, German car giant Volkswagen AG, priced the public offering of preferred stock in line with average analyst expectations. Combined with a private sale of Porsche ordinary stock to VW’s largest investor, Porsche Automobil Holding SE, the sale of 25% of Porsche could raise €19.5 billion for VW, the equivalent of $19.5 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy","FDX":"联邦快递","ADBE":"Adobe","TBPH":"Theravance Biopharma Inc.",".DJI":"道琼斯","WIX":"Wix.Com Ltd",".IXIC":"NASDAQ Composite","KNBE":"KnowBe4, Inc.",".SPX":"S&P 500 Index","TTWO":"Take-Two Interactive Software","COIN":"Coinbase Global, Inc.","AZO":"汽车地带"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107423216","content_text":"Wall Street futures fell on Monday, with rate-sensitive technology and growth stocks leading the declines as investors worried that another massive interest rate hike by the Federal Reserve could tip the U.S. economy into a recession.Heavyweights Apple, Microsoft, Alphabet, Amazon.com, Meta Platforms, Tesla Inc and Nvidia Corp fell about 1% in premarket trading.Focus will also be on new economic projections, due to be published alongside the policy statement at 2 p.m. ET (1800 GMT) on Wednesday.The CBOE volatility index(.VIX), also known as Wall Street's fear gauge, rose to 27.88 points, inching closer to a more than two-month high.Market SnapshotAt 7:55 a.m. ET, Dow e-minis were down 251 points, or 0.81%, S&P 500 e-minis were down 33.25 points, or 0.85%, and Nasdaq 100 e-minis were down 109 points, or 0.91%.Pre-Market MoversAutoZone (AZO) – AutoZone gained 2.3% in premarket action after the auto parts retailer reported better-than-expected profit and revenue for its latest quarter. AutoZone's same-store sales rose 6.2% compared to a year ago, twice what analysts had predicted amid continued strength in its commercial business.Take-Two Interactive (TTWO) – Take-Two shares slid 5.6% in the premarket after Bloomberg reported that a hacker released gameplay from its upcoming Grand Theft Auto IV game online. It's said to be one of the biggest leaks in gaming history.bluebird bio (BLUE) – bluebird bio rallied 6.6% in premarket trading after the Food and Drug Administration approved the company's gene therapy for a rare and lethal brain disease in children.Wix (WIX) – Wix shares jumped 6% in premarket action after activist investor Starboard Value revealed a 9% stake in the web development platform company.Coinbase (COIN) – Coinbase fell 4.8% in the premarket, as multimonth lows for cryptocurrencies weigh on sentiment for the crypto exchange operator and other crypto-related stocks. MicroStrategy (MSTR) – the business analytics company which has billions in bitcoin on its balance sheet – also fell, down 5%.FedEx (FDX) – FedEx remains on watch after plunging 21.4% in Friday's trading following an earnings warning, its biggest-ever one-day decline.NCR (NCR) – NCR slid another 2.2% in the premarket on top of a 20.3% plunge Friday after Morgan Stanley downgraded the stock to \"equal-weight\" from \"overweight.\" The Friday decline followed news that NCR would separate into two separate companies, and Morgan Stanley said any unlocking of value from that move may take a long time to play out.Adobe (ADBE) – Wells Fargo downgraded the software company's stock to \"equal weight\" from \"overweight,\" saying Adobe's planned acquisition of online design firm Figma is a good product fit but that the $20 billion price tag leaves little room for error. Adobe fell 1.3% in premarket trading after falling 16.8% last Thursday and another 3.1% on Friday.Theravance Biopharma (TBPH) – Theravance has initiated a $250 million stock buyback program. As part of that program, it will buy the 9.6 million shares held by pharmaceutical companyGSK(GSK). Theravance added 3.2% in the premarket.KnowBe4 (KNBE) – KnowBe4, Inc today confirmed the receipt of a non-binding proposal from Vista Equity Partners (“Vista”) to acquire all outstanding shares of the Company for $24 per share in cash. The proposal represents a 39% premium to KnowBe4’s closing price on September 16, 2022. KnowBe4 shares jumped 24.3% in premarket trading.Market NewsBritain Holds State Funeral for Queen Elizabeth IIQueen Elizabeth II's state funeral took place at Westminster Abbey as Britain concludes its farewell to its longest-serving monarch.The funeral began at 6 a.m. ET and included readings by Prime Minister Liz Truss and the secretary general of the Commonwealth, Patricia Scotland. The Archbishop of Canterbury used his sermon to praise the queen's servant leadership.The service was attended by a host of world leaders, including President Biden, French President Emmanuel Macron and Japanese Emperor Naruhito.Bitcoin Falls Below $19,000 As Cryptos Creak Under Rate Hike RiskCryptocurrencies fell to fresh lows on Monday on regulatory concerns and as investors globally turned shy on risky assets with interest rate rises looming around the world.Bitcoin , the biggest cryptocurrency by market value, fell about 5% to a three-month low of $18,387.Ether , the second largest cryptocurrency, dropped 3% to a two-month low of $1,285 and is down more than 10% in the last 24 hours. Most other smaller tokens were deeper in the red.VW Prices Porsche IPO, Valuing Car Maker at Up to $78 BillionPorsche AG shares will begin trading on Sept. 29 in one of the largest European public listings in years, raising up to $9.4 billion and valuing the sports car maker at as much as $78 billion.Porsche’s parent, German car giant Volkswagen AG, priced the public offering of preferred stock in line with average analyst expectations. Combined with a private sale of Porsche ordinary stock to VW’s largest investor, Porsche Automobil Holding SE, the sale of 25% of Porsche could raise €19.5 billion for VW, the equivalent of $19.5 billion.","news_type":1,"symbols_score_info":{"AZO":0.9,"ADBE":0.9,"NQmain":0.9,"TBPH":0.9,".DJI":0.9,"WIX":0.9,"ESmain":0.9,".IXIC":0.9,"KNBE":0.9,".SPX":0.9,"COIN":0.9,"NCR":0.9,"TTWO":0.9,"BLUE":0.9,"MSTR":0.9,"FDX":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049405478,"gmtCreate":1655822617794,"gmtModify":1676535712016,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049405478","repostId":"2245827432","repostType":4,"repost":{"id":"2245827432","kind":"highlight","pubTimestamp":1655825437,"share":"https://ttm.financial/m/news/2245827432?lang=en_US&edition=fundamental","pubTime":"2022-06-21 23:30","market":"us","language":"en","title":"Should You Buy Tesla Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245827432","media":"Motley Fool","summary":"Here's what Tesla's potential upcoming split means for investors.","content":"<div>\n<p>KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Should You Buy Tesla Now or Wait Until After the Stock Split?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Tesla Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/06/21/should-you-buy-tesla-now-or-wait-until-after-the-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245827432","content_text":"KEY POINTSTesla wants to split its stock 3-for-1.The stock's valuation continues to get more attractive.A recession could hurt Tesla's young competition.Electric-vehicle company Tesla recently filed a document revealing plans for a 3-for-1 stock split.The company last split its stock in August 2020, and shares have risen 30% since then. So if you're planning to invest in Tesla, should you buy the stock now or wait until the split takes place, which needs approval from shareholders at the company's annual shareholder meeting on August 4?The answer may surprise you; roll up your sleeves and dive in.What a stock split means for investorsFirst, it is essential to know what a stock split is and what it means for investors. A stock split is when a company increases its existing total share count by a specific ratio to lower its share price. The important thing to note is the company's total market capitalization remains unchanged strictly based on the stock split.For example, Tesla's proposed 3-for-1 split means the automaker is tripling the number of outstanding shares on the market. After the split, investors will own three shares for every share they held before the split.If all else remains equal, the share price will fall in proportion, so if Tesla trades at $999 per share before the split, investors will have three shares at $333 each after the split.The crucial takeaway is that a stock split doesn't make the company any more valuable; nothing fundamentally changes about the stock. The one share trading at $999 is worth the same as three shares trading at $333.Stock splits make shares more affordable, especially for retail investors. Companies sometimes split their stock to appeal to the retail crowd; adding more shares also boosts trading volume, meaning the stock is easier to buy and sell on a brokerage.Asking whether to buy a stock before or after a stock split is a trick question: If a split doesn't fundamentally change a stock, it shouldn't matter whether you buy now or wait. However, you can base your buying or selling of Tesla on other factors.The stock is near its lowest valuationTesla began turning a bottom-line profit in 2020, so investors can value the stock with the price-to-earnings (P/E) ratio. Its P/E ratio started high when it first turned profitable, earnings per share (EPS) are now quickly growing, and the stock's valuation is coming down. The current P/E of 89 is its lowest on record.Data by YCharts.Tesla still commands a considerable premium over legacy automotive companies like Ford and General Motors, which trade at a P/E of 4 and 5, respectively. However, Tesla's bottom line is swelling; analysts expect 30% annual EPS growth over the next three to five years, compared to just 3% for Ford and 10% for General Motors.It seems that Tesla deserves the premium valuation it has, though the degree of that premium is up for debate. Nevertheless, if the company can grow like analysts believe it can, long-term investors could see the stock grow into its valuation over time.A tough economy could hurt competitorsTesla's profitability also comes at a crucial time; inflation is raging, supply chains are hurting manufacturers worldwide, and the economy could enter a recession. Mass-producing cars isn't easy, and Elon Musk has openly talked about how increasing Model 3 production nearly bankrupted his company.A problematic economic backdrop could spell trouble for upstart competitors like Lucid Group and Rivian Automotive, which still burn significant amounts of cash. Meanwhile, Tesla is generating billions in free cash flow and sitting on $18 billion in cash on the balance sheet against just $3 billion in debt.Data by YCharts.Rivian has $16 billion in cash from IPO proceeds, while Lucid has $5 billion. This cash will buy them time, but both are trying to build more vehicles faster, which could worsen their cash burn.A recession wouldn't help anyone, but harsh operating conditions can become a game of survival, and it's not clear that any automotive company is as financially sound right now as Tesla is.Wrapping upA stock split can grab headlines, but investors who buy Tesla stock should do so because of its growth and profitability. The stock could go lower over the short term, and nobody knows when a bottom might occur.Approaching your investments with a long time horizon will give a company's fundamentals the best chance to dictate your investment returns. Good companies tend to perform well over time. You can also use a dollar-cost averaging strategy to slowly buy shares, blending your cost into an average that isn't too high or too low.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091035593,"gmtCreate":1643728734819,"gmtModify":1676533849359,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091035593","repostId":"1130050232","repostType":4,"repost":{"id":"1130050232","kind":"news","pubTimestamp":1643720363,"share":"https://ttm.financial/m/news/1130050232?lang=en_US&edition=fundamental","pubTime":"2022-02-01 20:59","market":"us","language":"zh","title":"U.S. stocks \"tiger turns into meow\" in the New Year? Historical data: It can still rise back!","url":"https://stock-news.laohu8.com/highlight/detail?id=1130050232","media":"第一财经","summary":"在辞旧迎新的除夕夜里，标普500指数和纳指结束了自2020年3月以来表现最糟糕的一个月。标普500指数和纳指在1月分别累计下挫5.3%和9%，后者更录得2008年以来最差的1月份表现。同期，道指收跌3","content":"<p><div>On New Year's Eve, the S&P 500 and Nasdaq ended their worst month since March 2020. The S&P 500 and Nasdaq fell 5.3% and 9% respectively in January, with the latter recording its worst January performance since 2008. During the same period, the Dow closed down 3.3%, its largest monthly decline since November last year, and the Russell 2000 index, which tracks small-cap stocks, fell 9.66%. High-fever inflation, returning COVID-19 pandemic, short-term intractable supply chain bottlenecks, and expectations for the Federal Reserve to accelerate monetary policy tightening have become the upward trend of U.S. stocks...</p><p><a href=\"https://www.yicai.com/news/101306745.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks \"tiger turns into meow\" in the New Year? Historical data: It can still rise back!</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\">\nU.S. stocks \"tiger turns into meow\" in the New Year? Historical data: It can still rise back!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2022-02-01 20:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On New Year's Eve, the S&P 500 and Nasdaq ended their worst month since March 2020. The S&P 500 and Nasdaq fell 5.3% and 9% respectively in January, with the latter recording its worst January performance since 2008. During the same period, the Dow closed down 3.3%, its largest monthly decline since November last year, and the Russell 2000 index, which tracks small-cap stocks, fell 9.66%. High-fever inflation, returning COVID-19 pandemic, short-term intractable supply chain bottlenecks, and expectations for the Federal Reserve to accelerate monetary policy tightening have become the upward trend of U.S. stocks...</p><p><a href=\"https://www.yicai.com/news/101306745.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101306745.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.yicai.com/news/101306745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130050232","content_text":"在辞旧迎新的除夕夜里，标普500指数和纳指结束了自2020年3月以来表现最糟糕的一个月。标普500指数和纳指在1月分别累计下挫5.3%和9%，后者更录得2008年以来最差的1月份表现。同期，道指收跌3.3%，为去年11月以来最大单月跌幅，追踪小盘股的罗素2000指数重挫9.66%。高烧不退的通胀、去而复返的新冠疫情、短期难解的供应链瓶颈，加之对美联储加速收紧货币政策的预期，俨然已成横于美股上行途中的重重大山。标普500指数的11个板块中，除能源股逆势上行外，均在新年出现回落。开年糟糕，全年躺到？开年走低并非好兆头，毕竟华尔街素有“1月晴雨表”之说，所谓“一月如此，全年亦如此”。据股票交易者年鉴（Stock Trader's Almanac）的统计数据，自1950年以来，美股股指1月表现“大概率”能预测出年内剩余月份的涨跌态势，准确率高达84.5%。数十年间，仅出现过12次明显预测差错。在股指跌幅明显时，数据预测更令人沮丧。据道琼斯市场数据（Dow Jones Market Data）的统计，自1957年以来，当标普500指数在1月份下挫幅度达5%及以上时，当年剩余月份的平均累计涨幅仅为2.7%。需要指出的是，伴随全球“黑天鹅”事件频发，近年来“1月晴雨表”的预报准确性有待观察。2020年和2021年标普500指数在1月分别下挫0.16%和1.11%，同年股指累计大涨16.26%和26.89%。通胀重压下，美联储加速收紧货币政策的预期成为近期美股震荡加剧的主要推手。芝加哥商品交易所的美联储观察工具（Fed Watch Tool）显示，交易员预测年内加息100个基点的概率已升至92.1%。要知道，1个月前该预测概率仅为34.5%。目前，对今年加息125个基点和150个基点的概率预测已分别升至69.9%和35.7%。交易员预测年内加息100个基点概率升至92.1% （来源：芝商所美联储观察工具）美国银行的首席经济学家哈里斯（Ethan Harris）将今年美国国内生产总值（GDP）增速从4%下调至3.6%，并预计通胀水平在今年底前仍将高于3%。该行预测，美联储将自3月起，在年内剩余的每一次货币政策会议上加息25个基点，当年共计加息7次（175个基点），到2023年底前，联邦基金利率将达到2.75%~3.00%，从而抑制通胀并减缓增长。周一，三位美联储高官就货币政策路径发表看法。旧金山联储主席玛丽·戴利（Mary Daly）称，在打击通胀方面，美联储“完全没有落后”，并强调加息应是“渐进的”。与此同时，堪萨斯城联储主席埃斯特·乔治（Esther George）认为，大幅缩减近9万亿美元的资产负债表，有助于缓解美联储在短期激进加息的紧迫性。里士满联储主席托马斯·巴金（Thomas Barkin）则表示，“加息受到商界欢迎”，其步伐取决于经济数据。在刚刚过去的周末，亚特兰大联储主席拉斐尔·博斯蒂克（Raphael Bostic）在接受英媒采访时表示，如果通胀居高不下，美联储可能会将加息幅度扩大至50个基点。他同时重申，目前仍维持今年加息3次，每次25个基点的预期不变。多数回调都是趁低吸纳的好时机？历史数据显示，标普500指数平均每年有3次超5%或以上的回调，每年一次10%以上的回调。在全年上涨的年份中，标普500指数平均最大回调幅度达11%。鉴于美股自2020年3月的暴跌反弹至今，去年仅遭遇一次约5%的回调，券商LPL Financial的首席市场策略师瑞安·德特里克（Ryan Detrick）认为：“回调时机已至。”高盛团队的统计数据显示，自1950年以来，在非经济衰退期间出现的21次盘整中（高位回落超10%），标普500指数平均回调幅度达15%。值得庆幸的是，多数回调都被证实是趁低吸纳的好时机。自1950年以来，标普500指数经历的33次盘整中，平均历时约5个月，峰谷跌幅达18%。但是，若投资者在股指较高位回落10%时入市，此后12个月的平均回报率达15%。其中，最大的区别是美国经济是否进入衰退。高盛策略师大卫·科斯汀（David Kostin）的团队在报告中表示：“除非经济进入衰退，否则盘整很少会变成熊市。”美联储加息、中期选举左右走势事实上，历史数据表明在加息周期中，美股素来表现良好。据Truist联席首席投资官基思·勒纳 (Keith Lerner) 统计，自1950年代以来的12次美联储加息周期中，美股年均增幅达9%，其中11次实现了正回报。唯一的例外发生在1972~1974 年间，即经济危机期间。券商LPL Financial统计显示，自1980年以来标普500指数在所有8次加息周期中均实现上涨。其中，首次加息后6个月平均涨幅7.5%，12个月的平均涨幅10.8%。根据彭博汇编的数据，标普500指数年末点位预测平均值为4982点，较1月末收盘价4515点仍有10.34%的上浮空间。更长期而言，形势甚至更为乐观。LPL Financial的测算发现，美联储首次加息通常发生于经济周期的中早期阶段，此后美股牛市仍能持续约40个月。事实上，首次加息后至牛市见顶前，股指的平均涨幅达67%。“这意味着在下一次熊市来临前，标普500指数有望攀升至7700点。”德特里克在一份报告中写道。此外，一个不可忽视的风险或发生在今年下半年，也就是11月举行的美国中期选举。随着中期选举脚步临近，鉴于选举结果及其导致的后续政策变化的不确定性，投资者谨慎观望情绪将逐级上升。股票交易者年鉴统计了自1946年以来的数据显示，标普500指数在中期选举年的平均涨幅较常年平均低出约3个百分点，其中新任总统的首次中期选举中股指表现尤其差。中期选举年，美股表现逊于常年 （图源：Hirsch Holdings）根据LPL Financial 的数据，自 1950 年以来，标准普尔 500 指数在中期选举年内的高位回调幅度平均达17.1%。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093222695,"gmtCreate":1643642886245,"gmtModify":1676533839486,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093222695","repostId":"1176041035","repostType":4,"repost":{"id":"1176041035","kind":"news","weMediaInfo":{"introduction":"秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。","home_visible":1,"media_name":"秦朔朋友圈","id":"60","head_image":"https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e"},"pubTimestamp":1643611390,"share":"https://ttm.financial/m/news/1176041035?lang=en_US&edition=fundamental","pubTime":"2022-01-31 14:43","market":"us","language":"zh","title":"The Fed tightening storm is coming, and everyone is asking where is the bottom of the stock market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176041035","media":"秦朔朋友圈","summary":"高通胀、低失业率，这意味着美国的加息、缩表风暴将掀起狂潮，又快又疾。1月的美联储议息会议释放了强烈的鹰派信号，不仅揭开了加息的序幕，还有量化紧缩（QT）紧跟其后。美联储主席鲍威尔表示在供应链方面没有任","content":"<p><html><head></head><body>High inflation and low unemployment rate mean that the rate hike and shrinking balance sheet storms in the United States will set off a frenzy, fast and fast.</p><p>The Federal Reserve's interest rate meeting in January released a strong hawkish signal, which not only kicked off the rate hike, but also followed closely by quantitative tightening (QT). Federal Reserve Chairman Jerome Powell said that there has been no progress in the supply chain. It can be seen that he is very worried about inflation, and high inflation will last longer than expected.</p><p><b>Major Wall Street banks currently expect to start a rate hike in March, a rate hike four times throughout the year, and a shrinking balance sheet around July. How far will the Fed's $9 trillion balance sheet shrink to curb stubborn inflation? Where is the bottom of the stock market?</b>So far, the S&P 500 index has fallen nearly 10% from its high level, and the Nasdaq 100 index has also fallen by more than 15%, approaching a technical bear market. The impact of austerity has spillover effects all over the world. Even in China, which started policy easing, A-shares actually fell below 3,400 points last week.</p><p>A number of U.S. stock traders told the author that due to the constraints of ultra-high inflation, the central bank's \"put option\" (central bank put, that is, the central bank often releases liquidity to rescue the market when the market falls) that has been tried and tested over the past decade has gradually failed, and the strategy of \"bargain hunting\" may withdraw from the stage of history.</p><p>However, due to the recent sharp decline in U.S. stocks, a technical rebound is likely to occur in the next week or two, but it is likely to continue to decline in the future. The 4818 points of the S&P 500 may be the highest level in the past two years. At present, some traders even give the market outlook. A target of 3800 points.</p><p><b>Austerity Storm Hits</b></p><p>Powell showed an hawkish posture at a press conference that started at 3 a.m. Beijing time on January 27. Compared with the moderate monetary policy statement, his tone was more hawkish. Risk assets fell in response, and the three major U.S. stock indexes turned from rising to fall.</p><p>Powell reiterated his plan to quickly withdraw from quantitative easing, while also hinting that rate hike is likely to be launched as soon as the next March meeting.</p><p>Some highlights of the press conference are as follows: wages are growing rapidly; Inflation remains well above long-term targets and has a broader impact; The economy no longer needs sustained high-intensity policy support; The Committee generally agreed that the time for rate hike would soon come; Powell doesn't rule out rate hike at every FOMC meeting; There is considerable room for interest rates to be raised; FOMC intends to rate hike at March meeting; The Fed's balance sheet is much larger than necessary; Inflation risks remain upward; Inflation is likely to remain higher for longer than expected.</p><p>Some traders mentioned to the author that we need to be alert to the possibility of a one-time rate hike of 50bp in March, just as after the outbreak of the epidemic in 2020, the Federal Reserve cut interest rates by 50bp at one time to carry out policy control that exceeded expectations. The resilience of the job market provides sufficient space for rate hike without leading to economic recession. \"It is expected that the GDP growth rate of the United States will be around 5%, and the growth may slow down, but there will be no negative growth rate and recession degree.\"</p><p>The just-released preliminary value of U.S. GDP in the fourth quarter shows that the economic growth rate is 6.9%, higher than the expected value of 5.5% and the previous value of 2.3%. One important piece of information worth noting is the sub-indicator of inflation known as the \"price index\" or \"deflator\".</p><p>The GDP report showed that the indicator rose to 7% from the previous value of 5.9%, higher than the expected value of 6%. Another important data is the initial value of the personal consumption index and the core personal consumption index in the fourth quarter. The former was reported at 6.5%, and the expected value and the previous value were both 5.4% respectively. The core personal consumption index, the Federal Reserve's favorite inflation indicator, was reported at 4.9%, in line with expectations, but higher than the previous value of 4.6%.</p><p>Faced with such high inflation, and in the future, due to high oil prices and continued supply chain problems, inflation will be difficult to decline in the short term. In addition, the unemployment rate is only 3.9%. If it does not tighten, the Federal Reserve will face huge political and social pressure. After all, in the United States, box lunch and milk prices have soared by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/9d39b2414af7cbb3122dd4284dbf02b7\" tg-width=\"1080\" tg-height=\"1619\" referrerpolicy=\"no-referrer\"/></p><p><b>US stocks are far from falling</b></p><p>Restricted by ultra-high inflation, the central bank's \"put options\" that have been tried and tested over the past decade have gradually expired, and U.S. stocks will continue to fall.<b>Of course, the \"bull market inertia\" of the stock market rising under low interest rates for more than ten years has accumulated, and the decline will inevitably be accompanied by a rebound until the bulls are completely desperate.</b></p><p>\"I think the market will continue to fall, but since we are now in oversold territory, there will be a rebound in the process of the decline, but I don't think it will be sustained.\" Joe Perry, a senior trader and City Index analyst, told the author, \"Rising interest rates will lead to higher discount rates for future cash, which will put pressure on valuations and impact the profit margins of growth technology companies. In addition, although earnings have not been revised down, earnings results are only in line with expectations or slightly beat expectations, and performance guidance is weaker than expected.\"</p><p><img src=\"https://static.tigerbbs.com/c5dba0f7c11bb72d96ee1b462cde5dd5\" tg-width=\"824\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/>| Nasdaq 100 Index</p><p>He mentioned that before<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>(Netflix) 's guidance fell short of expectations, and the market expected that the number of new subscribers would increase by more than 5 million, but in fact it only increased by 2.85 million;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The performance is in line with expectations, but cloud computing business revenue is expected to decline in the first quarter;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The released results exceeded expectations, but supply chain issues will still run through 2022, or affect shipments. Although the performance of the big companies that the market is concerned about is acceptable, there are also hidden dangers, which is why Microsoft's stock price plummeted when its results were released before, and so did Tesla.</p><p><img src=\"https://static.tigerbbs.com/a7b44c25ffd6877291a3b5bd2e7c924e\" tg-width=\"688\" tg-height=\"436\" referrerpolicy=\"no-referrer\"/></p><p>In addition to the most vulnerable technology stocks, the outlook for the less volatile S&P 500 is not optimistic. \"I think the S&P 500 index has room for further downside. Today, the stock index just remains near the 200-day moving average. I think it will fall further. In the future, it may look at 3,800 points, which is also the lowest point in the autumn of 2020 to the highest point in early January 2022. 50% retracement of the market.\" He said.</p><p><img src=\"https://static.tigerbbs.com/b3e8f12e7705d12478c89c8330e5f64e\" tg-width=\"800\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>The combination of \"rate hike + shrinking balance sheet + high inflation\" is fatal for the stock market. The point is that oil prices are likely to continue to rise in 2022, putting upward pressure on already high inflation again. Many institutions predict that under the geopolitical conflict between Russia and Ukraine, oil prices are likely to break through the $100 mark. Even without this important factor, falling inventories will cause oil prices to rise.</p><p><img src=\"https://static.tigerbbs.com/141769c162fb4c35de32fb0d3e48afaa\" tg-width=\"776\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>Perry said: \"There will still be room for oil prices to rise, especially considering the tension between Russia and Ukraine, and OPEC's output cannot climb. It may indeed hit the $100 mark in the first quarter, but it is more likely in the second and third quarters. By then, crude oil demand will also rise.\"</p><p><b>At present, the tension on the Russian-Ukrainian border has intensified. Last week, the two sides said that they would hold further negotiations within two weeks, but this period may still cause great uncertainty.</b>The U.S. secretary of state previously warned that \"if Russia sends another force into Ukraine, it will trigger a U.S. response\" and ordered U.S. embassy personnel to leave Ukraine. The UK Foreign Office estimates that about 100,000 Russian servicemen are currently massing at the border.</p><p>International asset management institutions believe that a diplomatic response is more likely, and a full-scale armed conflict seems unlikely. Invesco believes that the reasons are: severe financial sanctions from the United States and the European Union; Cancellation of the Nord Stream 2 pipeline via Ukraine; It may permanently turn the EU away from its dependence on Russian energy.</p><p>Currently, Russian natural gas accounts for about 9% of total energy consumption in Western Europe, and Russian oil accounts for about 10% of global oil production. Russia seems to be too economically at risk to make this gamble. Therefore, a more likely scenario is to reach a diplomatic response: if NATO promises to stop political and military engagement with Ukrainians, and if the Nord Stream 2 pipeline project is allowed to enter EU countries, the Russian troops will be withdrawn. This can provide immediate relief from skyrocketing energy prices, especially natural gas prices.</p><p>What if there is an armed conflict? Global oil supply will be greatly affected. In this scenario, analysts expect a 2.3 million barrels per day decline in oil supply, which would push oil prices to almost double to around $150 per barrel, thereby knocking global GDP by 1.6%. This will put significant upward pressure on inflation in Western countries. Many major central banks are likely to preemptively raise policy rates, thus curbing the economic rebound.</p><p>But in fact, from an investment perspective, no matter what happens in Ukraine, it is reasonable for investors to increase their holdings in the energy sector because:</p><p><b>It can be a good hedge against inflation. Strong global demand should keep prices high, while potentially severe supply disruptions from military action will only drive energy prices further.</b></p><p><img src=\"https://static.tigerbbs.com/3a007c7df800bbb57a2856586d5730a4\" tg-width=\"1080\" tg-height=\"1619\" referrerpolicy=\"no-referrer\"/></p><p><b>A-share center moves down</b></p><p><b>Looking at the Chinese stock market, the U.S. currency tightened and U.S. stocks fell. China's money is loose, but A shares fall even more. What's going on here?</b></p><p>Since January (January 26), the CSI 300 Index has fallen 4.6%. However, institutional people interviewed by the author generally believe that it is recommended to remain calm in February and not rush to increase positions.</p><p>According to AVIC Trust, the economic data in December last year was lower than expected, real estate investment, sales, new construction and other indicators experienced significant negative growth, and consumption growth declined. Facing the Spring Festival holiday and the Winter Olympics from January to February, the epidemic prevention and control situation will be more serious, and consumption will be weaker. Real estate is in the off-season, and it is difficult for distressed real estate companies to improve, which continues to drag down the economy. The bright spot of the macro economy is still in foreign trade. In the first quarter, import and export will follow the trend of last year and continue to maintain rapid growth. However, corporate profits lag behind the economic cycle, and the decline in economic growth will lead to the continued decline in corporate profit growth in the first quarter.</p><p>In terms of policy, monetary policy has been significantly loosened. In January, the medium-term lending facility (MLF) and reverse repurchase rate were lowered by 10BP. In the fourth quarter of last year, monetary easing was a minor fuss, but this year's monetary policy has made a clear shift. However, fiscal efforts have to wait for the \"two sessions\". The fiscal lag leads to the lack of \"focus\" of monetary policy in the first quarter, and there is nowhere to use its strength. In addition, the market expects that the Federal Reserve will start rate hike in March, and rate hike may reach 3-4 times during the year, which will also offset some of the domestic easing effects.</p><p>At present, the incremental funds of A shares are also insufficient. The issuance of Public Offering of Fund has weakened since the fourth quarter of last year, with only 60-70 billion new Public Offering of Fund issued in January. In the fourth quarter of last year, the performance of quantitative products was poor and it was redeemed by investors.<b>In 2021, capital inflows from the north will flow significantly into A-shares, but under the background of the strict supervision of \"fake foreign capital\" by the China Securities Regulatory Commission, it is expected that the scale of capital inflows from the north this year will be weaker than last year.</b>With the end of the transition period of the new asset management regulations, the transfer of funds from non-standard assets to the stock market is coming to an end, and the sources of incremental funds in the stock market are reduced.</p><p>Taking the new energy track stocks that have experienced a substantial pullback/retracement recently as an example, investment institutions are currently paying more attention to valuation. For a company with a compound annual growth rate (CAGR) of 30%, it may be reasonable to give a valuation of 40 times, but if it was given 50-60 times, or even hundreds of times before, there must be irrational components, the possibility of subsequent valuation killing will increase. \"As for whether it is worth it now<a href=\"https://laohu8.com/S/300785\">Worth buying</a>, the judgment is not difficult-the current prosperity has not changed. If the valuation falls to 30 times, then you can get 30% of the possible room for making money. If it only returns to 40 times, then the room for buying profits is still limited.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed tightening storm is coming, and everyone is asking where is the bottom of the stock market?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed tightening storm is coming, and everyone is asking where is the bottom of the stock market?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/60\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/707686f07ebc41778130c729f4eea24e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">秦朔朋友圈 </p>\n<p class=\"h-time smaller\">2022-01-31 14:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>High inflation and low unemployment rate mean that the rate hike and shrinking balance sheet storms in the United States will set off a frenzy, fast and fast.</p><p>The Federal Reserve's interest rate meeting in January released a strong hawkish signal, which not only kicked off the rate hike, but also followed closely by quantitative tightening (QT). Federal Reserve Chairman Jerome Powell said that there has been no progress in the supply chain. It can be seen that he is very worried about inflation, and high inflation will last longer than expected.</p><p><b>Major Wall Street banks currently expect to start a rate hike in March, a rate hike four times throughout the year, and a shrinking balance sheet around July. How far will the Fed's $9 trillion balance sheet shrink to curb stubborn inflation? Where is the bottom of the stock market?</b>So far, the S&P 500 index has fallen nearly 10% from its high level, and the Nasdaq 100 index has also fallen by more than 15%, approaching a technical bear market. The impact of austerity has spillover effects all over the world. Even in China, which started policy easing, A-shares actually fell below 3,400 points last week.</p><p>A number of U.S. stock traders told the author that due to the constraints of ultra-high inflation, the central bank's \"put option\" (central bank put, that is, the central bank often releases liquidity to rescue the market when the market falls) that has been tried and tested over the past decade has gradually failed, and the strategy of \"bargain hunting\" may withdraw from the stage of history.</p><p>However, due to the recent sharp decline in U.S. stocks, a technical rebound is likely to occur in the next week or two, but it is likely to continue to decline in the future. The 4818 points of the S&P 500 may be the highest level in the past two years. At present, some traders even give the market outlook. A target of 3800 points.</p><p><b>Austerity Storm Hits</b></p><p>Powell showed an hawkish posture at a press conference that started at 3 a.m. Beijing time on January 27. Compared with the moderate monetary policy statement, his tone was more hawkish. Risk assets fell in response, and the three major U.S. stock indexes turned from rising to fall.</p><p>Powell reiterated his plan to quickly withdraw from quantitative easing, while also hinting that rate hike is likely to be launched as soon as the next March meeting.</p><p>Some highlights of the press conference are as follows: wages are growing rapidly; Inflation remains well above long-term targets and has a broader impact; The economy no longer needs sustained high-intensity policy support; The Committee generally agreed that the time for rate hike would soon come; Powell doesn't rule out rate hike at every FOMC meeting; There is considerable room for interest rates to be raised; FOMC intends to rate hike at March meeting; The Fed's balance sheet is much larger than necessary; Inflation risks remain upward; Inflation is likely to remain higher for longer than expected.</p><p>Some traders mentioned to the author that we need to be alert to the possibility of a one-time rate hike of 50bp in March, just as after the outbreak of the epidemic in 2020, the Federal Reserve cut interest rates by 50bp at one time to carry out policy control that exceeded expectations. The resilience of the job market provides sufficient space for rate hike without leading to economic recession. \"It is expected that the GDP growth rate of the United States will be around 5%, and the growth may slow down, but there will be no negative growth rate and recession degree.\"</p><p>The just-released preliminary value of U.S. GDP in the fourth quarter shows that the economic growth rate is 6.9%, higher than the expected value of 5.5% and the previous value of 2.3%. One important piece of information worth noting is the sub-indicator of inflation known as the \"price index\" or \"deflator\".</p><p>The GDP report showed that the indicator rose to 7% from the previous value of 5.9%, higher than the expected value of 6%. Another important data is the initial value of the personal consumption index and the core personal consumption index in the fourth quarter. The former was reported at 6.5%, and the expected value and the previous value were both 5.4% respectively. The core personal consumption index, the Federal Reserve's favorite inflation indicator, was reported at 4.9%, in line with expectations, but higher than the previous value of 4.6%.</p><p>Faced with such high inflation, and in the future, due to high oil prices and continued supply chain problems, inflation will be difficult to decline in the short term. In addition, the unemployment rate is only 3.9%. If it does not tighten, the Federal Reserve will face huge political and social pressure. After all, in the United States, box lunch and milk prices have soared by more than 50%.</p><p><img src=\"https://static.tigerbbs.com/9d39b2414af7cbb3122dd4284dbf02b7\" tg-width=\"1080\" tg-height=\"1619\" referrerpolicy=\"no-referrer\"/></p><p><b>US stocks are far from falling</b></p><p>Restricted by ultra-high inflation, the central bank's \"put options\" that have been tried and tested over the past decade have gradually expired, and U.S. stocks will continue to fall.<b>Of course, the \"bull market inertia\" of the stock market rising under low interest rates for more than ten years has accumulated, and the decline will inevitably be accompanied by a rebound until the bulls are completely desperate.</b></p><p>\"I think the market will continue to fall, but since we are now in oversold territory, there will be a rebound in the process of the decline, but I don't think it will be sustained.\" Joe Perry, a senior trader and City Index analyst, told the author, \"Rising interest rates will lead to higher discount rates for future cash, which will put pressure on valuations and impact the profit margins of growth technology companies. In addition, although earnings have not been revised down, earnings results are only in line with expectations or slightly beat expectations, and performance guidance is weaker than expected.\"</p><p><img src=\"https://static.tigerbbs.com/c5dba0f7c11bb72d96ee1b462cde5dd5\" tg-width=\"824\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/>| Nasdaq 100 Index</p><p>He mentioned that before<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>(Netflix) 's guidance fell short of expectations, and the market expected that the number of new subscribers would increase by more than 5 million, but in fact it only increased by 2.85 million;<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>The performance is in line with expectations, but cloud computing business revenue is expected to decline in the first quarter;<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The released results exceeded expectations, but supply chain issues will still run through 2022, or affect shipments. Although the performance of the big companies that the market is concerned about is acceptable, there are also hidden dangers, which is why Microsoft's stock price plummeted when its results were released before, and so did Tesla.</p><p><img src=\"https://static.tigerbbs.com/a7b44c25ffd6877291a3b5bd2e7c924e\" tg-width=\"688\" tg-height=\"436\" referrerpolicy=\"no-referrer\"/></p><p>In addition to the most vulnerable technology stocks, the outlook for the less volatile S&P 500 is not optimistic. \"I think the S&P 500 index has room for further downside. Today, the stock index just remains near the 200-day moving average. I think it will fall further. In the future, it may look at 3,800 points, which is also the lowest point in the autumn of 2020 to the highest point in early January 2022. 50% retracement of the market.\" He said.</p><p><img src=\"https://static.tigerbbs.com/b3e8f12e7705d12478c89c8330e5f64e\" tg-width=\"800\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p>The combination of \"rate hike + shrinking balance sheet + high inflation\" is fatal for the stock market. The point is that oil prices are likely to continue to rise in 2022, putting upward pressure on already high inflation again. Many institutions predict that under the geopolitical conflict between Russia and Ukraine, oil prices are likely to break through the $100 mark. Even without this important factor, falling inventories will cause oil prices to rise.</p><p><img src=\"https://static.tigerbbs.com/141769c162fb4c35de32fb0d3e48afaa\" tg-width=\"776\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>Perry said: \"There will still be room for oil prices to rise, especially considering the tension between Russia and Ukraine, and OPEC's output cannot climb. It may indeed hit the $100 mark in the first quarter, but it is more likely in the second and third quarters. By then, crude oil demand will also rise.\"</p><p><b>At present, the tension on the Russian-Ukrainian border has intensified. Last week, the two sides said that they would hold further negotiations within two weeks, but this period may still cause great uncertainty.</b>The U.S. secretary of state previously warned that \"if Russia sends another force into Ukraine, it will trigger a U.S. response\" and ordered U.S. embassy personnel to leave Ukraine. The UK Foreign Office estimates that about 100,000 Russian servicemen are currently massing at the border.</p><p>International asset management institutions believe that a diplomatic response is more likely, and a full-scale armed conflict seems unlikely. Invesco believes that the reasons are: severe financial sanctions from the United States and the European Union; Cancellation of the Nord Stream 2 pipeline via Ukraine; It may permanently turn the EU away from its dependence on Russian energy.</p><p>Currently, Russian natural gas accounts for about 9% of total energy consumption in Western Europe, and Russian oil accounts for about 10% of global oil production. Russia seems to be too economically at risk to make this gamble. Therefore, a more likely scenario is to reach a diplomatic response: if NATO promises to stop political and military engagement with Ukrainians, and if the Nord Stream 2 pipeline project is allowed to enter EU countries, the Russian troops will be withdrawn. This can provide immediate relief from skyrocketing energy prices, especially natural gas prices.</p><p>What if there is an armed conflict? Global oil supply will be greatly affected. In this scenario, analysts expect a 2.3 million barrels per day decline in oil supply, which would push oil prices to almost double to around $150 per barrel, thereby knocking global GDP by 1.6%. This will put significant upward pressure on inflation in Western countries. Many major central banks are likely to preemptively raise policy rates, thus curbing the economic rebound.</p><p>But in fact, from an investment perspective, no matter what happens in Ukraine, it is reasonable for investors to increase their holdings in the energy sector because:</p><p><b>It can be a good hedge against inflation. Strong global demand should keep prices high, while potentially severe supply disruptions from military action will only drive energy prices further.</b></p><p><img src=\"https://static.tigerbbs.com/3a007c7df800bbb57a2856586d5730a4\" tg-width=\"1080\" tg-height=\"1619\" referrerpolicy=\"no-referrer\"/></p><p><b>A-share center moves down</b></p><p><b>Looking at the Chinese stock market, the U.S. currency tightened and U.S. stocks fell. China's money is loose, but A shares fall even more. What's going on here?</b></p><p>Since January (January 26), the CSI 300 Index has fallen 4.6%. However, institutional people interviewed by the author generally believe that it is recommended to remain calm in February and not rush to increase positions.</p><p>According to AVIC Trust, the economic data in December last year was lower than expected, real estate investment, sales, new construction and other indicators experienced significant negative growth, and consumption growth declined. Facing the Spring Festival holiday and the Winter Olympics from January to February, the epidemic prevention and control situation will be more serious, and consumption will be weaker. Real estate is in the off-season, and it is difficult for distressed real estate companies to improve, which continues to drag down the economy. The bright spot of the macro economy is still in foreign trade. In the first quarter, import and export will follow the trend of last year and continue to maintain rapid growth. However, corporate profits lag behind the economic cycle, and the decline in economic growth will lead to the continued decline in corporate profit growth in the first quarter.</p><p>In terms of policy, monetary policy has been significantly loosened. In January, the medium-term lending facility (MLF) and reverse repurchase rate were lowered by 10BP. In the fourth quarter of last year, monetary easing was a minor fuss, but this year's monetary policy has made a clear shift. However, fiscal efforts have to wait for the \"two sessions\". The fiscal lag leads to the lack of \"focus\" of monetary policy in the first quarter, and there is nowhere to use its strength. In addition, the market expects that the Federal Reserve will start rate hike in March, and rate hike may reach 3-4 times during the year, which will also offset some of the domestic easing effects.</p><p>At present, the incremental funds of A shares are also insufficient. The issuance of Public Offering of Fund has weakened since the fourth quarter of last year, with only 60-70 billion new Public Offering of Fund issued in January. In the fourth quarter of last year, the performance of quantitative products was poor and it was redeemed by investors.<b>In 2021, capital inflows from the north will flow significantly into A-shares, but under the background of the strict supervision of \"fake foreign capital\" by the China Securities Regulatory Commission, it is expected that the scale of capital inflows from the north this year will be weaker than last year.</b>With the end of the transition period of the new asset management regulations, the transfer of funds from non-standard assets to the stock market is coming to an end, and the sources of incremental funds in the stock market are reduced.</p><p>Taking the new energy track stocks that have experienced a substantial pullback/retracement recently as an example, investment institutions are currently paying more attention to valuation. For a company with a compound annual growth rate (CAGR) of 30%, it may be reasonable to give a valuation of 40 times, but if it was given 50-60 times, or even hundreds of times before, there must be irrational components, the possibility of subsequent valuation killing will increase. \"As for whether it is worth it now<a href=\"https://laohu8.com/S/300785\">Worth buying</a>, the judgment is not difficult-the current prosperity has not changed. If the valuation falls to 30 times, then you can get 30% of the possible room for making money. If it only returns to 40 times, then the room for buying profits is still limited.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75adecb2c4a2991eb1db80f007a7b5f8","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176041035","content_text":"高通胀、低失业率，这意味着美国的加息、缩表风暴将掀起狂潮，又快又疾。1月的美联储议息会议释放了强烈的鹰派信号，不仅揭开了加息的序幕，还有量化紧缩（QT）紧跟其后。美联储主席鲍威尔表示在供应链方面没有任何进展，可以看出他对通胀问题非常担忧，高通胀持续的时间会超出预期。华尔街大行目前预计3月开始加息，全年加息4次，7月前后启动缩表，美联储高达9万亿美元的资产负债表要缩到何种地步才能抑制顽固的通胀？股市又何处是底？截至目前，标普500指数已经从高位下挫近10%，纳斯达克100指数也跌超15%，逼近技术性熊市。紧缩的影响在全球都出现了溢出效应，哪怕是启动政策宽松的中国，A股竟在上周一举跌破了3400点。多位美股交易员对笔者表示，受到超高通胀的制约，过去十多年屡试不爽的央行“看跌期权”（centralbankput，即央行往往会在市场下跌时释放流动性救市）逐步失效，“逢低买入”的策略可能退出历史舞台。不过由于最近美股跌势过猛，未来一两周很可能出现技术性反弹，但后续很可能会继续下行，标普500的4818点可能就是近两年的最高位，目前甚至有交易员对后市给出3800点的目标位。紧缩风暴来袭鲍威尔在北京时间1月27日凌晨3点开始的新闻发布会上展现鹰姿，相较于温和的货币政策声明，他的基调要更偏鹰派，风险资产应声下跌，美股三大股指由涨转跌。鲍威尔重申将迅速退出量宽的计划，同时还暗示很可能最快会在下次3月会议上启动加息。新闻发布会部分亮点如下：工资正在快速增长；通胀率仍远高于长期目标且影响范围更广；经济不再需要持续高强度政策支持；委员会普遍同意加息时机很快就会来到；鲍威尔不排除在FOMC每次会议上都进行加息；利率有相当大的上调空间；FOMC打算在3月会议上加息；美联储资产负债表规模远大于必需；通胀风险仍为向上；通胀可能较预期保持更长时间高企。有交易员对笔者提及，需要警惕3月一次性加息50bp的可能性，正如2020年疫情暴发后，美联储一次性降息50bp来进行超预期政策调控。就业市场的强韧程度为加息提供了充分空间，而不会导致经济衰退，“预计美国GDP增速会在5%左右，增长可能会放缓，但不会出现增速为负、陷入衰退的程度。”刚刚公布的美国四季度GDP初值显示，经济增长率为6.9%，高于5.5%的预期值和2.3%的前值。有一项重要信息值得留意，那就是被称为“物价指数”或“平减指数”的通胀分项指标。GDP报告显示，该指标从5.9%的前值上升至7%，高于6%的预期值。另一重要数据是四季度个人消费指数与核心个人消费指数初值，前者报在6.5%，预期值和前值分别均为5.4%。美联储最青睐的通胀指标核心个人消费指数，则报在4.9%，符合预期，但高于4.6%的前值。面对如此高的通胀，且未来由于油价处于高位、供应链问题仍持续，通胀短期难以下行，加之失业率只有3.9%，再不紧缩，美联储将面临巨大的政治、社会压力，毕竟在美国盒饭、牛奶价格都飞涨了50%以上。美股远未跌完受到超高通胀的制约，过去十多年屡试不爽的央行“看跌期权”逐步失效，美股将持续下跌。当然，积累了十多年低利率下股市不断走升的“牛市惯性”，下跌进程中难免会伴随着反弹，直到多头彻底绝望。“我认为市场会继续下挫，但由于我们现在已经进入了超卖区间，因此在下挫的进程中不排除会有反弹，但我认为不太会持续。”资深交易员、City Index分析师Joe Perry对笔者表示，“利率攀升会导致未来现金的折现率提高，这将导致估值承压，成长型科技公司的利润率将受到冲击。此外，盈利虽然没有下修，但盈利结果仅是符合预期或小幅超出预期，业绩指引却弱于预期。这一系列因素都会导致成长型科技股继续下挫。”| 纳斯达克100指数他提及，此前奈飞（Netflix）的指引不及预期，市场预计新增订阅用户数将新增超500万，但其实只增加了285万；微软的业绩符合预期，但预计一季度的云计算业务收入会下降；特斯拉发布的业绩超出预期，但供应链问题还是会贯穿2022年，或影响出货量。市场关注的大公司虽然表现尚可，但也存在隐患，也是为何此前微软业绩发布时股价一度大跌，特斯拉也是如此。除了最易受到冲击的科技股，波动率更低的标普500指数前景也不容乐观。“我认为标普500指数有进一步下行空间，今天股指正好维持在了200日均线附近，我认为会进一步下跌，未来可能看向3800点，这也是2020年秋季的最低点到2022年1月初最高点行情的50%回档位。”他称。“加息+缩表+高通胀”的组合对股市而言是致命的。关键在于，油价很可能会在2022年继续冲高，导致已经居高不下的通胀再度面临上行压力。不乏机构预计，在俄罗斯和乌克兰的地缘政治冲突下，油价很可能会冲破100美元大关，即使没有这一重要因素，库存下降也将导致油价攀升。佩里表示：“油价仍会有上行空间，尤其是考虑到俄罗斯和乌克兰之间的紧张局势，而且OPEC的产量无法攀升，一季度的确可能会冲击100美元大关，不过二三季度的可能性更大，届时原油需求也会攀升。”目前，俄罗斯乌克兰边境的紧张局势加剧，上周双方表示会在两周内进一步交涉，但这期间仍可能引发巨大的不确定性。美国国务卿此前警告说，“如果俄罗斯再增派一支部队进入乌克兰，就会触发美国的反应”，并命令美国大使馆人员离开乌克兰。英国外交部估计，目前约有100,000名俄罗斯军人在边境集结。国际资管机构认为，更有可能的情况是达成外交回应，全面武装冲突似乎不太可能，景顺（Invesco）认为原因在于：来自美国和欧盟的严重金融制裁；取消途径乌克兰的北溪2号管道；可能永久性地令欧盟转为摆脱对俄罗斯能源的依赖。目前，俄罗斯天然气占西欧总能源消耗的9%左右，俄罗斯石油占全球石油产量的10%左右。俄罗斯似乎在经济上面临太多风险，无法进行这场赌博。因此，更有可能的情况是达成外交回应：如果北约承诺停止与乌克兰进行政治和军事接触，并且允许北溪2号管道项目进入欧盟国家，俄罗斯将撤出军队。这可以立即缓解高涨的能源价格，尤其是天然气价格。如果发生武装冲突怎么办？全球石油供应将大受影响。在这种情况下，分析师预计石油供应将出现每日230万桶的下降，这将推动油价几乎翻倍至每桶150美元左右，从而使全球GDP下降1.6%。这将对西方国家的通胀造成巨大的上行压力。许多主要央行可能会先发制人地提高政策利率，从而抑制经济反弹。但其实从投资角度来看，不管乌克兰发生什么，投资者增持能源板块是合理的，因为：它可以很好地对冲通胀。强劲的全球需求应使价格保持高位，而军事行动可能导致的严重供应中断只会进一步推动能源价格上涨。A股中枢下移转视中国股市，美国货币紧缩，美股跌了。中国货币宽松，但A股跌得更多。这又是怎么回事？1月至今（1月26日）沪深300指数下跌4.6%。但接受笔者采访的机构人士普遍认为，2月建议保持淡定，不急于加仓。中航信托方面表示，去年12月经济数据不及预期，房地产投资、销售、新开工等指标大幅负增长，消费增速下滑。1-2月面临春节假期和冬奥会，疫情防控形势更严重，消费会比较弱。房地产处于淡季，困境房企难有起色，继续拖累经济。宏观经济的亮点仍在外贸上，一季度进出口将承接去年趋势，继续保持较快增长。但是企业盈利滞后于经济周期，经济增速下降将导致一季度企业盈利增速继续下行。政策方面，货币政策已经明显宽松，1月下调中期借贷便利（MLF）和逆回购利率10BP。去年四季度货币宽松是小打小闹，今年货币政策则有明确转向。不过财政发力要等待“两会”后，财政的滞后导致一季度货币政策发力缺乏“着力点”，有劲儿无处使。此外，市场预期美联储将于3月开始加息，年内加息可能会达3-4次，也将抵消一部分国内宽松效果。目前A股的增量资金也不足。公募基金发行从去年四季度已经转弱，1月新发公募基金只有600-700亿。去年四季度开始量化产品业绩较差，遭遇投资者赎回。2021年北上资金大幅流入A股，但在证监会严厉监管“假外资”的背景下，预计今年北上资金流入规模弱于去年。资管新规过渡期结束，从非标资产转向股市的资金转移接近尾声，股市的增量资金来源减少。以近期大幅回撤的新能源赛道股为例，目前投资机构对估值更为关注。若对于30%的复合年化增速（CAGR）的公司来说，给40倍的估值就可能是合理的，但之前给到了50-60倍，甚至上百倍，那必然存在非理性的成分，后续杀估值的可能性就会加大。“至于现在值不值得买，判断也并不难——现在景气度也并未改变，如果估值跌到了30倍，那么就可以获得30%可能赚钱的空间，如果只是回到40倍，那么买入获利的空间则仍然有限。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987324101,"gmtCreate":1667829109303,"gmtModify":1676537970539,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987324101","repostId":"2281414614","repostType":4,"repost":{"id":"2281414614","kind":"highlight","pubTimestamp":1667835205,"share":"https://ttm.financial/m/news/2281414614?lang=en_US&edition=fundamental","pubTime":"2022-11-07 23:33","market":"us","language":"en","title":"2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2281414614","media":"Motley Fool","summary":"These growth stocks have fallen sharply amid the bear market, but investors have good reason to be bullish on both companies.","content":"<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Soar 133% to 226% From Their 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 23:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GLBE":"Global-E Online Ltd."},"source_url":"https://www.fool.com/investing/2022/11/06/2-growth-stocks-could-soar-226-from-52-week-low/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281414614","content_text":"The stock market has crumbled this year. High inflation and rising interest rates have caused the S&P 500 to dive headlong into a bear market. The broad-based index is currently 21% off its high, but many individual growth stocks have fared even worse. For instance, Shopify and Global-e Online have seen their share prices tumble 80% and 73%, respectively, leaving both stocks near 52-week lows.However, some Wall Street analysts remain upbeat. Paul Treiber of RBC Capital has a price target on Shopify of $55 per share, 133% higher than its 52-week low of $23.63. And James Faucette of Morgan Stanley has a price target of $51 per share on Global-e Online, which implies 226% upside from its 52-week low of $15.63.Is it time to buy these growth stocks?Shopify: Omnichannel commerce made easyShopify is the central nervous system for over two million businesses. Its software simplifies commerce by enabling merchants to manage multiple sales channels from a single platform, including online marketplaces like Amazon, social media like Instagram, and direct-to-consumer (D2C) websites. Shopify also provides adjacent solutions for payment processing, financing, and marketing, among others.The company has struggled in the current economic environment. Revenue climbed just 22% to $1.4 billion in the third quarter, and the company posted an adjusted loss of $0.02 per share, compared to an adjusted profit of $0.08 per share last year. Worse yet, Shopify may continue to struggle until inflation normalizes and consumer spending rebounds. But these temporary headwinds are obscuring its true potential. In fact, RBC analyst Paul Treiber recently called Shopify \"one of the most compelling long-term growth stories.\"According to G2 Grid, Shopify is the most popular e-commerce software in terms of market presence, and Shopify Plus -- its commerce suite for larger companies -- is the second most popular platform. That success stems from its support for omnichannel commerce. While marketplace operators herd sellers onto one platform, Shopify helps brands grow across virtually any channel. That includes brick-and-mortar stores and D2C websites, which gives brands complete control over the buyer experience -- something they lack on a marketplace like Amazon -- and can increase the odds of lasting customer relationships.That means Shopify is set to capitalize on a large and growing addressable market. E-commerce sales worldwide are expected to increase 10% annually to reach $7.4 trillion by 2025, according to eMarketer. Better yet, Shopify has a particularly strong foothold in North America. It powered 10.3% of retail e-commerce sales in the U.S. last year -- second only to Amazon -- and that market is expected to grow 12% annually to reach $1.5 trillion by 2025.Currently, shares trade at about 8.5 times sales, an absolute bargain compared to the three-year average of over 36 times sales. That creates a compelling buying opportunity, though investors shouldn't expect triple-digit returns in the next year. The macroeconomic environment is far too uncertain to warrant that type of near-term optimism.Global-e Online: Cross-border e-commerce made easyGlobal-e simplifies cross-border e-commerce by helping merchants optimize their digital stores for international buyers. The Global-e platform localizes details like language, currency, and payment options, and it surfaces data-driven insights to help merchants understand shopper behavior on a market-by-market basis. Those services boost international conversion rates, often by more than 60%, according to the company.Additionally, Global-e provides fulfillment services through a partner network of shipping carriers, and it offers support for returns and customer service. Better yet, its platform removes much of the regulatory complexity associated with international expansion by helping merchants calculate and pay import duties and foreign sales tax. In a nutshell, Global-e makes it easy for businesses to move into new markets, and that value proposition has the company growing like gangbusters.In the second quarter, Global-e saw gross merchandise volume (GMV) soar 64% to $534 million as more brands joined the platform. That feat is particularly impressive given the state of the global economy. In turn, quarterly revenue jumped 52% to $87 million, and the company posted positive free cash flow (FCF) of $30 million. That equates to an impressive FCF margin of 34%.Better yet, investors have good reason to believe that momentum will continue. Cross-border e-commerce sales will total $736 billion in 2023, according to Forrester Research, but Global-e handled just $990 million in GMV through the first half of 2022. That puts the company in front of a massive opportunity, and management has set in motion a strong growth strategy. For instance, Global-e powers Shopify Markets Pro, a sophisticated cross-border solution that makes it possible for Shopify merchants to expand into more than 150 markets overnight.Currently, shares trade at just over 11 times sales, a discount to the historic average of nearly 25. That's why investors should consider buying this growth stock, though Global-e is best viewed as a long-term investment. Triple-digit returns are in the cards but only with enough time for the company to expand into its huge market.","news_type":1,"symbols_score_info":{"GLBE":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936739717,"gmtCreate":1662822973240,"gmtModify":1676537146516,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936739717","repostId":"2266415879","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050611953,"gmtCreate":1654181318373,"gmtModify":1676535408185,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050611953","repostId":"2240239335","repostType":4,"repost":{"id":"2240239335","kind":"highlight","pubTimestamp":1654175018,"share":"https://ttm.financial/m/news/2240239335?lang=en_US&edition=fundamental","pubTime":"2022-06-02 21:03","market":"us","language":"zh","title":"The \"small non-farm payrolls\" in May fell short of expectations. Is there a reason for the Fed to suspend rate hike in September?","url":"https://stock-news.laohu8.com/highlight/detail?id=2240239335","media":"金十数据","summary":"周四晚间公布的美国5月ADP就业人数录得增加12.8万人，创2020年2月以来最小就业人数增幅，远低于预期的增加30万人，前值从增加24.7万人下修至20.2万人。数据公布后，现货金银短线上涨，美元指","content":"<p><html><head></head><body>Announced late Thursday<b>U.S. ADP employment recorded an increase of 128,000 in May, the smallest increase in employment since February 2020, well below the expected increase of 300,000</b>, the previous value was revised down from an increase of 247,000 to 202,000.</p><p><img src=\"https://static.tigerbbs.com/27680a8b32476b76878bbf7f4bc4332d\" tg-width=\"951\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>After the data was released, spot gold and silver rose in the short term, and the US Dollar Index remained volatile below 102.2. The intraday gain of the euro against the US dollar expanded to 0.50% and is now at 1.0698.</p><p>ADP chief economist Nela Richardson said monthly new jobs are closer to pre-pandemic levels against the backdrop of a tight labor market and high inflation.</p><p>Fewer new jobs were added this month, mainly because small business employment dropped significantly. Richardson said:</p><p>\"The pace of job growth has slowed across all sectors, while the situation for small businesses remains a concern as they struggle to keep pace with large companies that have been booming recently.\" The ADP report specifically showed that trade/transportation/utility employment increased by 0.8 million in May and 15,000 in April; Employment in the construction industry decreased by 2,000 in May and increased by 16,000 in April; Manufacturing employment increased by 22,000 in May and 25,000 in April; Professional/business services employment increased by 23,000 in May and 50,000 in April; Employment in the financial services industry increased by 10,000 in May and 8,000 in April.</p><p>According to institutional analysis, U.S. companies added fewer jobs than expected in May, indicating that although U.S. job vacancies were close to record levels in May, companies were still struggling to recruit from limited employees. Persistently high inflation and falling savings rates could entice more Americans to work in the coming months.</p><p><b>Such a development is good news for the Fed, which hopes that higher labor force participation rates will reduce demand for workers, thereby slowing wage growth and inflation.</b>That could take a while to materialize, as a separate report on Wednesday showed U.S. jobs fell in April from the previous month's record level but remained elevated, roughly double the number of U.S. unemployed people.</p><p>In addition, considering that ADP data has always been a forward-looking indicator of non-farm payrolls report, ADP's lower-than-expected performance is not good news for Friday's non-farm payrolls. However, a cooling labor market will go a long way to help the Fed control inflation while guiding the economy to a soft landing, which could mean that the Fed's rate hike will be lower than the market is currently pricing in.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The \"small non-farm payrolls\" in May fell short of expectations. Is there a reason for the Fed to suspend rate hike in September?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe \"small non-farm payrolls\" in May fell short of expectations. Is there a reason for the Fed to suspend rate hike in September?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2022-06-02 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Announced late Thursday<b>U.S. ADP employment recorded an increase of 128,000 in May, the smallest increase in employment since February 2020, well below the expected increase of 300,000</b>, the previous value was revised down from an increase of 247,000 to 202,000.</p><p><img src=\"https://static.tigerbbs.com/27680a8b32476b76878bbf7f4bc4332d\" tg-width=\"951\" tg-height=\"679\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>After the data was released, spot gold and silver rose in the short term, and the US Dollar Index remained volatile below 102.2. The intraday gain of the euro against the US dollar expanded to 0.50% and is now at 1.0698.</p><p>ADP chief economist Nela Richardson said monthly new jobs are closer to pre-pandemic levels against the backdrop of a tight labor market and high inflation.</p><p>Fewer new jobs were added this month, mainly because small business employment dropped significantly. Richardson said:</p><p>\"The pace of job growth has slowed across all sectors, while the situation for small businesses remains a concern as they struggle to keep pace with large companies that have been booming recently.\" The ADP report specifically showed that trade/transportation/utility employment increased by 0.8 million in May and 15,000 in April; Employment in the construction industry decreased by 2,000 in May and increased by 16,000 in April; Manufacturing employment increased by 22,000 in May and 25,000 in April; Professional/business services employment increased by 23,000 in May and 50,000 in April; Employment in the financial services industry increased by 10,000 in May and 8,000 in April.</p><p>According to institutional analysis, U.S. companies added fewer jobs than expected in May, indicating that although U.S. job vacancies were close to record levels in May, companies were still struggling to recruit from limited employees. Persistently high inflation and falling savings rates could entice more Americans to work in the coming months.</p><p><b>Such a development is good news for the Fed, which hopes that higher labor force participation rates will reduce demand for workers, thereby slowing wage growth and inflation.</b>That could take a while to materialize, as a separate report on Wednesday showed U.S. jobs fell in April from the previous month's record level but remained elevated, roughly double the number of U.S. unemployed people.</p><p>In addition, considering that ADP data has always been a forward-looking indicator of non-farm payrolls report, ADP's lower-than-expected performance is not good news for Friday's non-farm payrolls. However, a cooling labor market will go a long way to help the Fed control inflation while guiding the economy to a soft landing, which could mean that the Fed's rate hike will be lower than the market is currently pricing in.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://xnews.jin10.com/webapp/details.html?id=95010&type=news\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bd9672d160f9bac4a5f05775101f1d22","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SDS":"两倍做空标普500 ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","BK4581":"高盛持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF","UPRO":"三倍做多标普500ETF-ProShares","DOG":"道指ETF-ProShares做空","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","QID":"两倍做空纳斯达克指数ETF-ProShares","OEX":"标普100","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4504":"桥水持仓","BK4550":"红杉资本持仓","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=95010&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240239335","content_text":"周四晚间公布的美国5月ADP就业人数录得增加12.8万人，创2020年2月以来最小就业人数增幅，远低于预期的增加30万人，前值从增加24.7万人下修至20.2万人。数据公布后，现货金银短线上涨，美元指数维持在102.2之下波动。欧元兑美元日内涨幅扩大至0.50%，现报1.0698。ADP首席经济学家Nela Richardson表示，在劳动力市场紧俏和通胀高企的的背景下，月度新增工作岗位更接近疫情前的水平。本月新增就业人数较少，主要是因为小企业就业人数大幅下降。Richardson称：“所有行业的就业增长速度都有所放缓，与此同时小企业情况仍然令人担忧，因为它们难以跟上最近蓬勃发展的大公司的步伐。”ADP报告具体显示，5月贸易/运输/公用事业就业人数增加0.8万人，4月增加1.5万人；5月建筑业就业人数减少0.2万人，4月增加1.6万人；5月制造业就业人数增加2.2万人，4月增加2.5万人；5月专业/商业服务就业人数增加2.3万人，4月增加5万人；5月金融服务业就业人数增加1万人，4月增加0.8万人。机构分析称，美国企业5月份新增就业岗位低于预期，这表明，尽管美国5月份的职位空缺接近创纪录水平，企业仍难以从有限的员工中招聘。在未来几个月里，持续的高通胀和不断下降的储蓄率可能会吸引更多的美国人去工作。这样的发展对美联储而言是个好消息，因为美联储希望劳动力参与率的提高来降低对工人的需求，进而减缓工资增长和通货膨胀。这可能需要一段时间才能实现，因为周三的另一份报告显示，美国4月份的就业机会较上月创纪录水平有所下降，但仍处于高位，大约是美国失业人数的两倍。另外，考虑到ADP数据向来是非农就业报告的前瞻指标，ADP不及预期的表现对于周五的非农而言并不是一个好消息。不过，劳动力市场的降温将大大有助于美联储控制通胀，同时引导经济实现软着陆，这可能意味着美联储的加息幅度将低于市场目前的定价。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"QLD":0.6,"SDS":0.6,"DXD":0.6,"UPRO":0.6,"SH":0.6,"NQmain":0.6,"DOG":0.6,"IVV":0.6,"DDM":0.6,"SPXU":0.6,".DJI":1,"SSO":0.6,"UDOW":0.6,"OEF":0.6,"SQQQ":0.6,"QID":0.6,"QQQ":0.6,".SPX":0.6,"MNQmain":0.6,"SDOW":0.6,"OEX":0.6,"PSQ":0.6,"DJX":0.6,"SPY":1,".IXIC":1,"ESmain":0.6,"TQQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039968830,"gmtCreate":1645886728612,"gmtModify":1676534072590,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039968830","repostId":"2214180192","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}