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Youn7276

Youn7276

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2021-06-25

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2021-06-06

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2021-06-07

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2021-06-18

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2022-01-05

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The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%

2022-02-03

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PayPal fell more than 24%, Q4 net profit fell 49% year-on-year

2022-01-04

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Why This Hidden EV Stock Is a Smart Buy

2021-06-06

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2021-05-31

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2022-03-31

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href=\"https://ttm.financial/S/BAC\">$美国银行(BAC)$ &nbsp;</a>ok","listText":"<a href=\"https://ttm.financial/S/BAC\">$美国银行(BAC)$ &nbsp;</a>ok","text":"$美国银行(BAC)$ 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記者 |&nbsp;吳容 編輯 |&nbsp;牙韓翔 花如海人如潮，行過花街才過年。 年前逛花街、捎上一盆花回家，這是中國南方人過年的傳統，而闊別三年的廣州傳統花市終於迴歸。目前，包括越秀區西湖花市、荔灣區的“水上花市&nbsp;”以及天河的社區花市等近日都已開啓。 越秀西湖花市久負盛名，今年在西湖路、北京路及城隍廟廣場均有設攤位，帶有好意頭的蘭花、桃花、盆桔等從街頭擺到街尾，遠看花市就像一條花龍。疫情防控政策的優化調整以及春節日漸臨近，使得花市人氣直接拉滿，也刺激了消費。 廣州越秀西湖花市久負盛名。 （圖片拍攝：界面新聞 吳容） 蝴蝶蘭“大唱”主角。 （圖片拍攝：界面新聞 吳容） 買年花圖的是意頭， “五代同堂”也是熱門選擇。 （圖片拍攝：吳容） 從現場看，蝴蝶蘭、水仙、大盆桔等仍是人們今年的熱門選擇，也是商家備貨最多的。 其中，蝴蝶蘭“大唱”主角。天河社區花市一位檔主告訴界面新聞，買年花圖的是意頭，蘭花類因 “&nbsp;狼（蘭）來了，羊（陽）跑了&nbsp;”的諧音梗以及可以擺放的時間較長，受到消費者的追捧。此外，蘭花類裏的包裝精緻的馬卡龍色（尤其紫色、藍色）&nbsp;、&nbsp;三文魚色蘭花走俏，主要在於迎合了年輕人的審美。 不過，今年年花價格普遍偏高。“包括蘭花、盆桔在內的年花的價格漲幅從10%至20%不等。”一位花市檔主對界面新聞說，漲價還是和去年疫情相關，“比如，蝴蝶蘭的種球需要夏天之前從國外市場訂購，但航空物流使得訂貨減少，整體價格就被擡高了。” 雖然價格高漲，但人們的購買熱情卻沒有因此冷卻。1月19日是西湖花市開啓的第一天，截至中午12點，預估客流量近50萬人次；藉助賣力的吆喝和優惠促銷，這位攤主的檔口成交額接近2萬元。 而花市的迴歸，亦帶動了周邊商圈的生意，北京路、西湖路附近的一些餐飲店排起了長隊。 位於廣州天河體育東路的社區花市。","listText":"圖片來源：cfp 記者 |&nbsp;吳容 編輯 |&nbsp;牙韓翔 花如海人如潮，行過花街才過年。 年前逛花街、捎上一盆花回家，這是中國南方人過年的傳統，而闊別三年的廣州傳統花市終於迴歸。目前，包括越秀區西湖花市、荔灣區的“水上花市&nbsp;”以及天河的社區花市等近日都已開啓。 越秀西湖花市久負盛名，今年在西湖路、北京路及城隍廟廣場均有設攤位，帶有好意頭的蘭花、桃花、盆桔等從街頭擺到街尾，遠看花市就像一條花龍。疫情防控政策的優化調整以及春節日漸臨近，使得花市人氣直接拉滿，也刺激了消費。 廣州越秀西湖花市久負盛名。 （圖片拍攝：界面新聞 吳容） 蝴蝶蘭“大唱”主角。 （圖片拍攝：界面新聞 吳容） 買年花圖的是意頭， “五代同堂”也是熱門選擇。 （圖片拍攝：吳容） 從現場看，蝴蝶蘭、水仙、大盆桔等仍是人們今年的熱門選擇，也是商家備貨最多的。 其中，蝴蝶蘭“大唱”主角。天河社區花市一位檔主告訴界面新聞，買年花圖的是意頭，蘭花類因 “&nbsp;狼（蘭）來了，羊（陽）跑了&nbsp;”的諧音梗以及可以擺放的時間較長，受到消費者的追捧。此外，蘭花類裏的包裝精緻的馬卡龍色（尤其紫色、藍色）&nbsp;、&nbsp;三文魚色蘭花走俏，主要在於迎合了年輕人的審美。 不過，今年年花價格普遍偏高。“包括蘭花、盆桔在內的年花的價格漲幅從10%至20%不等。”一位花市檔主對界面新聞說，漲價還是和去年疫情相關，“比如，蝴蝶蘭的種球需要夏天之前從國外市場訂購，但航空物流使得訂貨減少，整體價格就被擡高了。” 雖然價格高漲，但人們的購買熱情卻沒有因此冷卻。1月19日是西湖花市開啓的第一天，截至中午12點，預估客流量近50萬人次；藉助賣力的吆喝和優惠促銷，這位攤主的檔口成交額接近2萬元。 而花市的迴歸，亦帶動了周邊商圈的生意，北京路、西湖路附近的一些餐飲店排起了長隊。 位於廣州天河體育東路的社區花市。","text":"圖片來源：cfp 記者 | 吳容 編輯 | 牙韓翔 花如海人如潮，行過花街才過年。 年前逛花街、捎上一盆花回家，這是中國南方人過年的傳統，而闊別三年的廣州傳統花市終於迴歸。目前，包括越秀區西湖花市、荔灣區的“水上花市 ”以及天河的社區花市等近日都已開啓。 越秀西湖花市久負盛名，今年在西湖路、北京路及城隍廟廣場均有設攤位，帶有好意頭的蘭花、桃花、盆桔等從街頭擺到街尾，遠看花市就像一條花龍。疫情防控政策的優化調整以及春節日漸臨近，使得花市人氣直接拉滿，也刺激了消費。 廣州越秀西湖花市久負盛名。 （圖片拍攝：界面新聞 吳容） 蝴蝶蘭“大唱”主角。 （圖片拍攝：界面新聞 吳容） 買年花圖的是意頭， “五代同堂”也是熱門選擇。 （圖片拍攝：吳容） 從現場看，蝴蝶蘭、水仙、大盆桔等仍是人們今年的熱門選擇，也是商家備貨最多的。 其中，蝴蝶蘭“大唱”主角。天河社區花市一位檔主告訴界面新聞，買年花圖的是意頭，蘭花類因 “ 狼（蘭）來了，羊（陽）跑了 ”的諧音梗以及可以擺放的時間較長，受到消費者的追捧。此外，蘭花類裏的包裝精緻的馬卡龍色（尤其紫色、藍色） 、 三文魚色蘭花走俏，主要在於迎合了年輕人的審美。 不過，今年年花價格普遍偏高。“包括蘭花、盆桔在內的年花的價格漲幅從10%至20%不等。”一位花市檔主對界面新聞說，漲價還是和去年疫情相關，“比如，蝴蝶蘭的種球需要夏天之前從國外市場訂購，但航空物流使得訂貨減少，整體價格就被擡高了。” 雖然價格高漲，但人們的購買熱情卻沒有因此冷卻。1月19日是西湖花市開啓的第一天，截至中午12點，預估客流量近50萬人次；藉助賣力的吆喝和優惠促銷，這位攤主的檔口成交額接近2萬元。 而花市的迴歸，亦帶動了周邊商圈的生意，北京路、西湖路附近的一些餐飲店排起了長隊。 位於廣州天河體育東路的社區花市。","images":[{"img":"https://static.tigerbbs.com/3e5b01cd4b86431eae133aa540b8b456"},{"img":"https://static.tigerbbs.com/ad3163bed0e54322b96238608be6f6b1"},{"img":"https://static.tigerbbs.com/ead557ab153c4f83baaa8232303d890c"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626225220","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956308967,"gmtCreate":1673903977660,"gmtModify":1676538900167,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[{"img":"https://community-static.tradeup.com/news/d44660f1004aa5219ea6b3bde3e18ba8","width":"1080","height":"1487"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956308967","isVote":1,"tweetType":1,"viewCount":3609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9958351722,"gmtCreate":1673645512367,"gmtModify":1676538869413,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9958351722","repostId":"1119443458","repostType":4,"repost":{"id":"1119443458","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":1673576734,"share":"https://ttm.financial/m/news/1119443458?lang=en_US&edition=fundamental","pubTime":"2023-01-13 10:25","market":"us","language":"zh","title":"Large option order | The stock price soared 300% in four days! The trading volume of 3B home options continues to rise, more than 9 times higher than the daily average","url":"https://stock-news.laohu8.com/highlight/detail?id=1119443458","media":"老虎资讯综合","summary":"周四，期权市场总成交量4727.19万张合约，环比前一交易日小幅上涨，且高于90日平均成交量；3B家居股价继续狂飙突进，本周四个交易日累计涨幅300%，期权成交量持续攀升，成交131.8万张合约，较9","content":"<p><html><head></head><body>On Thursday, the total trading volume of the options market was 47.2719 million contracts, a slight increase from the previous trading day and higher than the 90-day average trading volume; The stock price of 3B Home Furnishing continued to soar, with a cumulative increase of 300% in four trading days this week. The option trading volume continued to rise, with 1.318 million contracts traded, which was more than 9 times larger than the 90-day average trading volume.<b>1. Market Overview (January 12)</b></p><p>On Thursday Eastern Time, the three major U.S. stock indexes fluctuated and closed higher, continuing their recent gains. Inflation is showing signs of easing, which may give the Fed reason to continue to slow the pace of rate hike to prevent further economic downturns. As of the close, the Dow rose 216.96 points, or 0.64%, to 34189.97 points; The Nasdaq rose 69.43 points, or 0.64%, to 11001.10 points; The S&P 500 rose 13.56 points, or 0.34%, to 3983.17 points.</p><p>The total trading volume of the options market was 47.2719 million contracts, a slight increase from the previous trading day (the previous value was 45.83 million contracts), and higher than the 90-day average trading volume (39.3396 million contracts), of which call options accounted for 53%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bbc0512858177c1e1f114c6c97abb18\" tg-width=\"1242\" tg-height=\"2143\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>9.775 million options contracts were traded on Thursday, of which call options accounted for 43.8%;<a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>3.309 million options contracts were traded, of which call options accounted for 48.3%;</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The trading volume of options dropped from the previous trading day, with 2.889 million contracts and 1.367 million contracts traded respectively;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Options trading volume rose slightly, with 1.337 million contracts traded;</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Shares continued to surge, closing up more than 50%, with a cumulative gain of 300% in four trading days this week, hitting their highest level since early November last year, after the company's bankruptcy warning rekindled investor interest in the retailer. Options trading volume continued to rise on Thursday, with 1.318 million contracts traded, more than 9 times higher than the 90-day average trading volume, of which call options accounted for 66.5%.</p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c812c122e2efb9651ced04148e5315d4\" tg-width=\"1261\" tg-height=\"530\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>The surge of 3B Home Furnishing has also driven a number of WSB stocks.<a href=\"https://laohu8.com/S/CVNA\">Carvana</a>It closed up 46% on Thursday, with 523,300 options trading contracts, more than 7 times larger than the 90-day average trading volume, and call options accounted for more than 71.8%; Among them, the trading volume of the $10 strike price call option expiring on January 20, 2023 was particularly high, with a trading volume of 34,000 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea26bd79ed644f6aa9db85a69c6efa3a\" tg-width=\"1578\" tg-height=\"383\" width=\"100%\" height=\"auto\"/><span>Carvana, data source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a>It closed up nearly 10% on Thursday, and the company recently significantly raised its guidance for the fourth quarter of 2022; On Thursday, 497,600 contracts were traded, and call options accounted for 41.9%. Among them, the trading volume of the $10 strike price put option expiring on June 16, 2023 was particularly high, with a trading volume of 43,800 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcc27f3f6c1935e5e289fa1691cf6050\" tg-width=\"1579\" tg-height=\"382\" width=\"100%\" height=\"auto\"/><span>American Airlines, data source: Market Chameleon</span></p><p>Blockchain concept stocks soared overnight,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>Closed up more than 30%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Closed up more than 8%; At the same time, the trading volume of options surged, with 343,300 contracts and 280,700 contracts traded respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c41be6ae9251cdcb4fe2f4203df4c2d2\" tg-width=\"1580\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Marathon Digital, data source: Market Chameleon</span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e571a4b42304be2ec846cd4409e5337a\" tg-width=\"1577\" tg-height=\"378\" width=\"100%\" height=\"auto\"/><span>Coinbase, data source: Market Chameleon</span></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>Large option order | The stock price soared 300% in four days! The trading volume of 3B home options continues to rise, more than 9 times higher than the daily average</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\">\nLarge option order | The stock price soared 300% in four days! The trading volume of 3B home options continues to rise, more than 9 times higher than the daily average\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\">2023-01-13 10:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Thursday, the total trading volume of the options market was 47.2719 million contracts, a slight increase from the previous trading day and higher than the 90-day average trading volume; The stock price of 3B Home Furnishing continued to soar, with a cumulative increase of 300% in four trading days this week. The option trading volume continued to rise, with 1.318 million contracts traded, which was more than 9 times larger than the 90-day average trading volume.<b>1. Market Overview (January 12)</b></p><p>On Thursday Eastern Time, the three major U.S. stock indexes fluctuated and closed higher, continuing their recent gains. Inflation is showing signs of easing, which may give the Fed reason to continue to slow the pace of rate hike to prevent further economic downturns. As of the close, the Dow rose 216.96 points, or 0.64%, to 34189.97 points; The Nasdaq rose 69.43 points, or 0.64%, to 11001.10 points; The S&P 500 rose 13.56 points, or 0.34%, to 3983.17 points.</p><p>The total trading volume of the options market was 47.2719 million contracts, a slight increase from the previous trading day (the previous value was 45.83 million contracts), and higher than the 90-day average trading volume (39.3396 million contracts), of which call options accounted for 53%.</p><p><b>2. Total option transaction volume TOP10</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bbc0512858177c1e1f114c6c97abb18\" tg-width=\"1242\" tg-height=\"2143\" width=\"100%\" height=\"auto\"/><span>Data source: Tiger International App</span></p><p><a href=\"https://laohu8.com/S/SPY\">S&P Index ETF</a>9.775 million options contracts were traded on Thursday, of which call options accounted for 43.8%;<a href=\"https://laohu8.com/S/QQQ\">Nasdaq 100 ETF</a>3.309 million options contracts were traded, of which call options accounted for 48.3%;</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The trading volume of options dropped from the previous trading day, with 2.889 million contracts and 1.367 million contracts traded respectively;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Options trading volume rose slightly, with 1.337 million contracts traded;</p><p><a href=\"https://laohu8.com/S/BBBY\">3B Home</a>Shares continued to surge, closing up more than 50%, with a cumulative gain of 300% in four trading days this week, hitting their highest level since early November last year, after the company's bankruptcy warning rekindled investor interest in the retailer. Options trading volume continued to rise on Thursday, with 1.318 million contracts traded, more than 9 times higher than the 90-day average trading volume, of which call options accounted for 66.5%.</p><p><b>3. Observation of changes</b></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c812c122e2efb9651ced04148e5315d4\" tg-width=\"1261\" tg-height=\"530\" width=\"100%\" height=\"auto\"/><span>Data Source : Market Chameleon</span></p><p>The surge of 3B Home Furnishing has also driven a number of WSB stocks.<a href=\"https://laohu8.com/S/CVNA\">Carvana</a>It closed up 46% on Thursday, with 523,300 options trading contracts, more than 7 times larger than the 90-day average trading volume, and call options accounted for more than 71.8%; Among them, the trading volume of the $10 strike price call option expiring on January 20, 2023 was particularly high, with a trading volume of 34,000 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea26bd79ed644f6aa9db85a69c6efa3a\" tg-width=\"1578\" tg-height=\"383\" width=\"100%\" height=\"auto\"/><span>Carvana, data source: Market Chameleon</span></p><p><a href=\"https://laohu8.com/S/AAL\">American Airlines</a>It closed up nearly 10% on Thursday, and the company recently significantly raised its guidance for the fourth quarter of 2022; On Thursday, 497,600 contracts were traded, and call options accounted for 41.9%. Among them, the trading volume of the $10 strike price put option expiring on June 16, 2023 was particularly high, with a trading volume of 43,800 contracts;</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcc27f3f6c1935e5e289fa1691cf6050\" tg-width=\"1579\" tg-height=\"382\" width=\"100%\" height=\"auto\"/><span>American Airlines, data source: Market Chameleon</span></p><p>Blockchain concept stocks soared overnight,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital</a>Closed up more than 30%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>Closed up more than 8%; At the same time, the trading volume of options surged, with 343,300 contracts and 280,700 contracts traded respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c41be6ae9251cdcb4fe2f4203df4c2d2\" tg-width=\"1580\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Marathon Digital, data source: Market Chameleon</span></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e571a4b42304be2ec846cd4409e5337a\" tg-width=\"1577\" tg-height=\"378\" width=\"100%\" height=\"auto\"/><span>Coinbase, data source: Market Chameleon</span></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"MARA":"MARA Holdings","QQQ":"纳指100ETF","COIN":"Coinbase Global, Inc.","SPY":"标普500ETF","CVNA":"Carvana Co.","BBBY":"Bed Bath & Beyond, Inc.","AAL":"美国航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119443458","content_text":"周四，期权市场总成交量4727.19万张合约，环比前一交易日小幅上涨，且高于90日平均成交量；3B家居股价继续狂飙突进，本周四个交易日累计涨幅300%，期权成交量持续攀升，成交131.8万张合约，较90日平均成交量放大逾9倍。一、市场概览 （1月12日）美东时间周四，美股三大指数震荡收涨，延续近期涨势。通胀显示出缓解迹象，这可能使美联储有理由继续放慢加息步伐，以防止经济进一步下滑。截至收盘，道指涨216.96点，涨幅为0.64%，报34189.97点；纳指涨69.43点，涨幅为0.64%，报11001.10点；标普500指数涨13.56点，涨幅为0.34%，报3983.17点。期权市场总成交量4727.19万张合约，环比前一交易日（前值4583万张合约）小幅上涨，且高于90日平均成交量（3933.96万张合约），其中，看涨期权占53%。二、期权成交总量TOP10数据来源：老虎国际App标普指数ETF周四期权成交977.5万张合约，其中看涨期权占比43.8%；纳指100ETF期权成交330.9万张合约，其中看涨期权占比48.3%；特斯拉、亚马逊期权成交量较前一交易日有所回落，分别成交288.9万张合约、136.7万张合约；苹果期权成交量小幅攀升，成交133.7万张合约；3B家居股价继续狂飙突进，收涨逾50%，本周四个交易日累计涨幅300%，触及去年11月初以来的最高水平，此前该公司的破产警告重新点燃了投资者对这家零售商的兴趣。周四期权成交量持续攀升，成交131.8万张合约，较90日平均成交量放大逾9倍，其中看涨期权占比66.5%.三、异动观察数据来源：Market Chameleon3B家居的暴涨也带动了一众WSB股，Carvana周四收涨46%，期权成交52.33万张合约，较90日平均成交量放大逾7倍，看涨期权占比逾71.8%；其中2023年1月20日到期的10美元行使价看涨期权的成交量特别高，成交量为3.4万张；Carvana，数据来源：Market Chameleon美国航空周四收涨近10%，该公司近日大幅上调了对2022年第四季度的业绩指引；周四期权成交49.76万张合约，看涨期权占比41.9%，其中2023年6月16日到期的10美元行使价看跌期权的成交量特别高，成交量为4.38万张；美国航空，数据来源：Market Chameleon隔夜区块链概念股大幅飙升，Marathon Digital收涨逾30%，Coinbase收涨逾8%；同时期权成交量激增，分别成交34.33万张、28.07万张。Marathon Digital，数据来源：Market ChameleonCoinbase，数据来源：Market Chameleon","news_type":1,"symbols_score_info":{"SPY":0.9,"QQQ":0.9,"BBBY":0.9,"MARA":0.9,"AAL":0.9,"CVNA":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926086178,"gmtCreate":1671420362495,"gmtModify":1676538533572,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Power","listText":"Power","text":"Power","images":[{"img":"https://community-static.tradeup.com/news/392497de4b6d33c0ac0e941c868129e6","width":"1080","height":"1487"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926086178","isVote":1,"tweetType":1,"viewCount":3173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9968500753,"gmtCreate":1669250408472,"gmtModify":1676538173248,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968500753","repostId":"9968941155","repostType":1,"repost":{"id":9968941155,"gmtCreate":1669111711678,"gmtModify":1676538153771,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Events]Share a New Year video greeting","htmlText":"\n \n \n  Hey Tigers,I would like to invite you to share a New Year video greeting. By participating in our campaign, you will win 1000 Tiger coins and gifts, and you have the chance to win a USD20 stock voucher.How to participate？If you want to upload your video, you can leave a message in the comment section of the post, and contact the Tiger staff. We will grant video-posting access to you.Contact information:WeChat: itiger2014E-mail: wangzixuan@itiger.comHow to post videos?Go to the website https://ttm.financial/Log in your accountUpload your videos and publishVideo templateIntroduce yourself, I am xxx (name or Tiger community nickname), from (city, country)New Year's Wish, I hope for 2023 ...Bless your Tiger's friends in your native language.For&nbsp;exampleNotesYou'd better choose a clean back\n \n","listText":"Hey Tigers,I would like to invite you to share a New Year video greeting. By participating in our campaign, you will win 1000 Tiger coins and gifts, and you have the chance to win a USD20 stock voucher.How to participate？If you want to upload your video, you can leave a message in the comment section of the post, and contact the Tiger staff. We will grant video-posting access to you.Contact information:WeChat: itiger2014E-mail: wangzixuan@itiger.comHow to post videos?Go to the website https://ttm.financial/Log in your accountUpload your videos and publishVideo templateIntroduce yourself, I am xxx (name or Tiger community nickname), from (city, country)New Year's Wish, I hope for 2023 ...Bless your Tiger's friends in your native language.For&nbsp;exampleNotesYou'd better choose a clean back","text":"Hey Tigers,I would like to invite you to share a New Year video greeting. By participating in our campaign, you will win 1000 Tiger coins and gifts, and you have the chance to win a USD20 stock voucher.How to participate？If you want to upload your video, you can leave a message in the comment section of the post, and contact the Tiger staff. We will grant video-posting access to you.Contact information:WeChat: itiger2014E-mail: wangzixuan@itiger.comHow to post videos?Go to the website https://ttm.financial/Log in your accountUpload your videos and publishVideo templateIntroduce yourself, I am xxx (name or Tiger community nickname), from (city, country)New Year's Wish, I hope for 2023 ...Bless your Tiger's friends in your native language.For exampleNotesYou'd better choose a clean back","images":[{"img":"https://community-static.tradeup.com/news/766106bf58fca9476c6e6546c4f38dfd","width":"1964","height":"1138"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968941155","isVote":1,"tweetType":2,"object":{"id":"04b2744b0ce94f3199cb59ee4056d5a2","tweetId":"9968941155","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/2a6e8731243791576210843617/v.f30.mp4","poster":"https://community-static.tradeup.com/news/0a52a73bc60a31f98d1d50f6ff4ac1ae","shareLink":""},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963510380,"gmtCreate":1668724714840,"gmtModify":1676538101301,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963510380","repostId":"9969421505","repostType":1,"repost":{"id":9969421505,"gmtCreate":1668502797007,"gmtModify":1676538066875,"author":{"id":"3585780691540522","authorId":"3585780691540522","name":"FundMall","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585780691540522","authorIdStr":"3585780691540522"},"themes":[],"title":"Up to 4.95% p.a. Returns! Tiger Brokers-exclusive Fund is Available NOW!!","htmlText":"Hey Tigers,We saw interest rates rise at an unprecedented pace. It is expected that interest rates will stay higher for longer, aiming at long-term inflation targets. It would be perfect if one could invest in a fixed maturity money market fund with a decent yield spread over fixed deposits.We are thrilled to bring you the United Fixed Maturity Bond Fund 1 <a target=\"_blank\" href=\"https://laohu8.com/FUND/SGXZ80611742.SGD\">$UNITED FIXED MATURITY BOND FUND 1(SGXZ80611742.SGD)$</a> , which is managed by UOB Asset Management, but is exclusively available on our Tiger Trade App.The fund aims to deliver a total return of up to 14.85% over the next three years, or an annualized return of 4.95%*. You can capture interest rate peaks with 0 management fees.More About The FundThis is a closed-end bon","listText":"Hey Tigers,We saw interest rates rise at an unprecedented pace. It is expected that interest rates will stay higher for longer, aiming at long-term inflation targets. It would be perfect if one could invest in a fixed maturity money market fund with a decent yield spread over fixed deposits.We are thrilled to bring you the United Fixed Maturity Bond Fund 1 <a target=\"_blank\" href=\"https://laohu8.com/FUND/SGXZ80611742.SGD\">$UNITED FIXED MATURITY BOND FUND 1(SGXZ80611742.SGD)$</a> , which is managed by UOB Asset Management, but is exclusively available on our Tiger Trade App.The fund aims to deliver a total return of up to 14.85% over the next three years, or an annualized return of 4.95%*. You can capture interest rate peaks with 0 management fees.More About The FundThis is a closed-end bon","text":"Hey Tigers,We saw interest rates rise at an unprecedented pace. It is expected that interest rates will stay higher for longer, aiming at long-term inflation targets. It would be perfect if one could invest in a fixed maturity money market fund with a decent yield spread over fixed deposits.We are thrilled to bring you the United Fixed Maturity Bond Fund 1 $UNITED FIXED MATURITY BOND FUND 1(SGXZ80611742.SGD)$ , which is managed by UOB Asset Management, but is exclusively available on our Tiger Trade App.The fund aims to deliver a total return of up to 14.85% over the next three years, or an annualized return of 4.95%*. You can capture interest rate peaks with 0 management fees.More About The FundThis is a closed-end bon","images":[{"img":"https://community-static.tradeup.com/news/631d40ac6127286067c97a157f51ba37","width":"1052","height":"1034"},{"img":"https://community-static.tradeup.com/news/ec5a15d540f373f006c69b078feab053","width":"2216","height":"968"},{"img":"https://community-static.tradeup.com/news/1a8a282a04670958028bb5522a2a3841","width":"1568","height":"920"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969421505","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987425865,"gmtCreate":1667968842458,"gmtModify":1676537992315,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9987425865","repostId":"2282921493","repostType":2,"isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987425331,"gmtCreate":1667968816423,"gmtModify":1676537992309,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9987425331","repostId":"2282203926","repostType":4,"isVote":1,"tweetType":1,"viewCount":4142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939402204,"gmtCreate":1662156488809,"gmtModify":1676537007133,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok//<a href=\"https://laohu8.com/U/3539311997000503\">@强哥爱投资</a>:美国的昏招越来越离谱了，感觉每一次打击对手，都要自损30%。对手虽然短期内损失严重但长期是好事，就说打击中国禁卖芯片，短期内中国确实无芯可用，但中国长期将会自研国产芯片，最终在国际市场竞争。美国现在的状态就是想拉着几个地缘大国自己关起门来玩，但是世界已经变了，全世界更好的互联互通才是大趋势","listText":"Ok//<a href=\"https://laohu8.com/U/3539311997000503\">@强哥爱投资</a>:美国的昏招越来越离谱了，感觉每一次打击对手，都要自损30%。对手虽然短期内损失严重但长期是好事，就说打击中国禁卖芯片，短期内中国确实无芯可用，但中国长期将会自研国产芯片，最终在国际市场竞争。美国现在的状态就是想拉着几个地缘大国自己关起门来玩，但是世界已经变了，全世界更好的互联互通才是大趋势","text":"Ok//@强哥爱投资:美国的昏招越来越离谱了，感觉每一次打击对手，都要自损30%。对手虽然短期内损失严重但长期是好事，就说打击中国禁卖芯片，短期内中国确实无芯可用，但中国长期将会自研国产芯片，最终在国际市场竞争。美国现在的状态就是想拉着几个地缘大国自己关起门来玩，但是世界已经变了，全世界更好的互联互通才是大趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939402204","repostId":"1164330592","repostType":4,"repost":{"id":"1164330592","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":1662128697,"share":"https://ttm.financial/m/news/1164330592?lang=en_US&edition=fundamental","pubTime":"2022-09-02 22:24","market":"fut","language":"zh","title":"Tiger Comments: G7 imposes a price limit on Russian crude oil, what state will the world enter?","url":"https://stock-news.laohu8.com/highlight/detail?id=1164330592","media":"老虎锐评","summary":"全球化的今天，任何一个制裁都是双刃剑。","content":"<p><html><head></head><body>September 2,<b>The Group of Seven countries agreed to set a price cap on Russian oil.</b></p><p>First of all, it should be noted that three of the G7 countries have restricted Russian crude oil imports, namely the United States, the United Kingdom and Canada. Therefore, this \"price limit agreement\" mainly needs the support of four countries, namely Japan, Germany, France and Italy. But the ultimate goal of this \"price limit agreement\" is not these seven countries, but to use the agreement reached by the G7 to bind all countries in the world to abide by it, thus forming a buyer's alliance. After the G7 price limit agreement is reached, Germany and France will exert pressure within the EU to ask EU member states to comply; The United States is currently lobbying India hard, hoping that India will join.</p><p>The background of this price limit agreement does not need to be introduced too much. After half a year of war, instead of Russia's economy collapsing, Europe's economy is becoming more and more dangerous, and inflation in the United States remains high. Recently, there was news that famous hedge funds started shorting Europe again. In today's globalization, any sanction is a double-edged sword. It is hard to say that the harm to the enemy will be greater than the harm to oneself. The same is true for the sanctions against Russia and the trade war against China. Therefore, the United States thought about it and came up with the method of price limit, hoping to alleviate its own inflation problem (buying oil at a low price) on the one hand, and cause losses to the Russian economy on the other hand.</p><p>A very critical technical question, how to implement this price limit?</p><p>In the free market economy, you sell and I buy voluntarily. How can we implement this price limit? America thinks of insurance. There is a large shipping insurance mutual organization around the world called the International Group of P&I Clubs, headquartered in London. According to the information of this website, 95% of the oil tankers in the world are in this mutual aid organization.</p><p>The remaining insurance of a freighter is covered by this organization except for ordinary commercial shipping insurance. Because commercial shipping insurance is not willing to cover economic losses such as \"war\" and \"oil spill\", this organization will provide insurance for such economic losses. This organization is a non-profit organization. If each ship wants to join, it needs to pay \"member money\", and the underwriting cost comes from everyone's \"member money\". If a certain ship has some outrageous behavior, resulting in excessive losses, it will be kicked out by this organization.</p><p>Starting from this insurance organization in the United States, if the crude oil in the tanker does not meet the price limit, then the insurance organization will not underwrite the tanker. Once a \"crude oil spill\" occurs, the owner can only pay for it himself. Doing so will force oil tankers not to accept Russian crude oil that does not comply with the price limit. Even if both buyers and sellers have reached an agreement, they will not be able to find oil tankers to transport it. I have to sigh that all organizations in the world are under the control of the United States, providing the United States with countless tools to attack opponents.</p><p>Whether this can push down the price of Russian crude oil depends on whether Russia is willing to break the net. If you don't let the tanker carry my crude oil, then I don't have to sell it to you. At present, Russia's crude oil exports rely on pipelines and shipping. The pipeline mainly leads to Europe and China. If Europe is broken, the land pipeline will only be transported to China in the east. India's imports need to be shipped by sea and may be the most affected.</p><p>There is a question that needs to be explained. If all Russian crude oil is banned, what state will the world enter? Because Russia's crude oil production is the second largest in the world, second only to the United States, once Russian crude oil is blocked, the world's crude oil supply will seriously mismatch demand. Rich countries in the world will bid with each other to raise oil prices. The effect of raising prices is to deprive poor countries of their demand (making them unable to afford crude oil and reducing their demand). The final result is that rich countries use expensive crude oil, while poor countries are paralyzed because there is no crude oil.</p><p>If it is thought that the U.S. strategy will work, then crude oil prices may slide; But if you think Russia dares to break the net, then the global crude oil supply will drop sharply, and the price may return to $120 or even higher-which one do you think is more likely?</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 Comments: G7 imposes a price limit on Russian crude oil, what state will the world enter?</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 Comments: G7 imposes a price limit on Russian crude oil, what state will the world enter?\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\">2022-09-02 22:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>September 2,<b>The Group of Seven countries agreed to set a price cap on Russian oil.</b></p><p>First of all, it should be noted that three of the G7 countries have restricted Russian crude oil imports, namely the United States, the United Kingdom and Canada. Therefore, this \"price limit agreement\" mainly needs the support of four countries, namely Japan, Germany, France and Italy. But the ultimate goal of this \"price limit agreement\" is not these seven countries, but to use the agreement reached by the G7 to bind all countries in the world to abide by it, thus forming a buyer's alliance. After the G7 price limit agreement is reached, Germany and France will exert pressure within the EU to ask EU member states to comply; The United States is currently lobbying India hard, hoping that India will join.</p><p>The background of this price limit agreement does not need to be introduced too much. After half a year of war, instead of Russia's economy collapsing, Europe's economy is becoming more and more dangerous, and inflation in the United States remains high. Recently, there was news that famous hedge funds started shorting Europe again. In today's globalization, any sanction is a double-edged sword. It is hard to say that the harm to the enemy will be greater than the harm to oneself. The same is true for the sanctions against Russia and the trade war against China. Therefore, the United States thought about it and came up with the method of price limit, hoping to alleviate its own inflation problem (buying oil at a low price) on the one hand, and cause losses to the Russian economy on the other hand.</p><p>A very critical technical question, how to implement this price limit?</p><p>In the free market economy, you sell and I buy voluntarily. How can we implement this price limit? America thinks of insurance. There is a large shipping insurance mutual organization around the world called the International Group of P&I Clubs, headquartered in London. According to the information of this website, 95% of the oil tankers in the world are in this mutual aid organization.</p><p>The remaining insurance of a freighter is covered by this organization except for ordinary commercial shipping insurance. Because commercial shipping insurance is not willing to cover economic losses such as \"war\" and \"oil spill\", this organization will provide insurance for such economic losses. This organization is a non-profit organization. If each ship wants to join, it needs to pay \"member money\", and the underwriting cost comes from everyone's \"member money\". If a certain ship has some outrageous behavior, resulting in excessive losses, it will be kicked out by this organization.</p><p>Starting from this insurance organization in the United States, if the crude oil in the tanker does not meet the price limit, then the insurance organization will not underwrite the tanker. Once a \"crude oil spill\" occurs, the owner can only pay for it himself. Doing so will force oil tankers not to accept Russian crude oil that does not comply with the price limit. Even if both buyers and sellers have reached an agreement, they will not be able to find oil tankers to transport it. I have to sigh that all organizations in the world are under the control of the United States, providing the United States with countless tools to attack opponents.</p><p>Whether this can push down the price of Russian crude oil depends on whether Russia is willing to break the net. If you don't let the tanker carry my crude oil, then I don't have to sell it to you. At present, Russia's crude oil exports rely on pipelines and shipping. The pipeline mainly leads to Europe and China. If Europe is broken, the land pipeline will only be transported to China in the east. India's imports need to be shipped by sea and may be the most affected.</p><p>There is a question that needs to be explained. If all Russian crude oil is banned, what state will the world enter? Because Russia's crude oil production is the second largest in the world, second only to the United States, once Russian crude oil is blocked, the world's crude oil supply will seriously mismatch demand. Rich countries in the world will bid with each other to raise oil prices. The effect of raising prices is to deprive poor countries of their demand (making them unable to afford crude oil and reducing their demand). The final result is that rich countries use expensive crude oil, while poor countries are paralyzed because there is no crude oil.</p><p>If it is thought that the U.S. strategy will work, then crude oil prices may slide; But if you think Russia dares to break the net, then the global crude oil supply will drop sharply, and the price may return to $120 or even higher-which one do you think is more likely?</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"USO":"美国原油ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164330592","content_text":"9月2日，七国集团就对俄罗斯石油设定价格上限达成一致。首先需要说明，G7国家中有3个国家已经限制了俄罗斯原油进口，分别是美国、英国和加拿大。所以这个“限价协议”主要需要4个国家支持，分别是日本、德国、法国和意大利。但这个“限价协议”的最终目标不是这7个国家，而是希望用G7达成的协议，去约束全世界所有国家遵守，从而形成一个买方联盟。G7的限价协议达成以后，德国法国会在欧盟内部施加压力，要求欧盟成员国遵守；美国目前在努力游说印度，希望印度也加入。这个限价协议的背景就不用过多介绍了。战争打了半年，俄罗斯的经济非但没有崩盘，反倒是欧洲的经济越来越危险，美国的通胀也居高不下。最近，又有新闻称著名对冲基金重新开始做空欧洲。全球化的今天，任何一个制裁都是双刃剑，很难说对敌人的伤害会大于对自己的伤害，对俄罗斯的制裁和对中国的贸易战，都是同样的道理。所以美国想来想去，想到了限价这个办法，希望一方面缓解自己的通胀问题（低价买石油），一方面又让俄罗斯的经济遭受损失。一个很关键的技术性问题，这个限价怎么执行？自由市场经济你卖我买都是自愿行为，怎么去执行这个限价呢？美国想到了保险。全世界有一个很大的航运保险互助组织，叫做International Group of P&I Clubs，总部在伦敦。根据这个网站的信息，全世界95%的油轮都在这个互助组织里面。一艘货轮除了普通的商业航运保险之外，剩下的保险都被这个组织所包含。因为商业航运保险，不会愿意承保诸如“战争”“原油泄漏”这类的经济损失，所以这个组织就会给这类经济损失提供保险。这个组织是个非盈利性组织，每艘船要想加入就需要交“份子钱”，而承保费用就来自于大家的“份子钱”。如果某一艘船有一些离谱的行为，导致损失过大，那么会被这个组织踢出去。美国从这个保险组织下手，如果油轮里面的原油不符合限价，那么保险组织就不会对这个油轮承保，一旦发生“原油泄漏”那么船主只能自己赔。这么做，就会逼迫油轮不敢接受不遵守限价的俄罗斯原油，即使买家和卖家都达成了协议，但是也会找不到油轮去运输。不得不感叹，全世界的所有组织都在美国的控制之下，给美国提供了无数的工具可以打击对手。这么做究竟能不能把俄罗斯的原油价格逼下来，关键在于俄罗斯愿不愿意鱼死网破。你不让油轮运我的原油，那我也可以不卖给你。目前俄罗斯的原油出口要靠管道和航运。管道主要是通向欧洲和中国，如果欧洲断了，那么陆地管道只有向东边的中国运输。印度的进口需要海运，受影响可能会最大。有一个问题需要解释一下，如果俄罗斯的原油全被禁止，那么世界会进入什么状态？因为俄罗斯原油产量世界第二，仅次于美国，所以一旦封杀掉俄罗斯的原油，那么世界原油供给量会严重不匹配需求。世界上的富裕国家就会相互竞标把油价炒高，炒高价格的作用是把穷国家的需求给剥夺（让他们买不起原油，减少它们的需求），最后的结果就是富裕国家用昂贵的原油，而穷国家因为没有原油陷入瘫痪。如果认为美国的策略会起作用，那么原油价格可能会下滑；但如果认为俄罗斯敢鱼死网破，那么全球原油供给大幅下降，价格可能重回$120甚至更高——你认为哪种可能性大呢？","news_type":1,"symbols_score_info":{"USO":0.9}},"isVote":1,"tweetType":1,"viewCount":4119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999001190,"gmtCreate":1660437407012,"gmtModify":1676533468872,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9999001190","repostId":"1160701126","repostType":4,"isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999003777,"gmtCreate":1660437391601,"gmtModify":1676533468864,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9999003777","repostId":"1119741216","repostType":4,"repost":{"id":"1119741216","kind":"news","pubTimestamp":1660350626,"share":"https://ttm.financial/m/news/1119741216?lang=en_US&edition=fundamental","pubTime":"2022-08-13 08:30","market":"us","language":"zh","title":"100 billion Jinglin assets \"bargain-hunting\" retail real estate? Keike becomes its number one position in U.S. stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1119741216","media":"资事堂","summary":"昨夜今晨，景林资产披露美股最新持仓明细。资事堂发现，截至2022年二季度末，这家千亿私募巨头的美股持仓达22.4亿美元，合人民币151亿元。截至二季度末，景林美股前十大持仓标的合计市值达到17.36亿美元，占总持仓比例高达78%。","content":"<p><html><head></head><body>Last night and this morning, Jinglin Assets disclosed the latest position details of US stocks.</p><p>Zishitang found that as of the end of the second quarter of 2022, the US stock holdings of the 100 billion private equity giant reached US $2.24 billion, or RMB 15.1 billion.</p><p>This figure is still at the forefront of overseas investment by domestic institutions, but it is slightly lower than the US $2.32 billion in the first quarter.</p><p>The inventory found that the seating of Jinglin Assets' heavyweight stocks changed again,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Holdings was promoted to the largest position, followed by<a href=\"https://laohu8.com/S/JD\">JD.com</a>Group and<a href=\"https://laohu8.com/S/NTES\">NetEase</a>, mainland companies are still Jinglin's most important assets in the US stock market.</p><p><b>01. Highly concentrated shareholding</b></p><p>It is worth reminding that Jinglin Assets invests in U.S. stocks through its Hong Kong subsidiary, and the above-mentioned holdings do not include the U.S. stock positions of other mainland Chinese entities and its products.</p><p>As of the end of the second quarter, the total market value of the top ten holdings of Jinglin's US stocks reached US $1.736 billion, accounting for 78% of the total holdings.</p><p>The concentration is much higher than that of mainland Public Offering of Fund and QDII products, which is also a habit that Jinglin has developed for many years.</p><p><img src=\"https://static.tigerbbs.com/ef2519c3ce998824f5b851bb52a9ee53\" tg-width=\"865\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p><b>02. \"Fancy\" real estate agents</b></p><p>In the second quarter, Keike became the listed company with the heaviest position held by Jinglin.</p><p>At present, the company is the leading consulting company for second-hand houses, new houses and housing rental in China, and its main body includes well-known real estate intermediary brands such as Chain Home in the industry.</p><p><b>Jinglin currently holds 20.43 million shares of Shell Holdings' ADS (American Depositary Receipts), equivalent to a market value of US $365 million.</b></p><p>In the current period, Keike fluctuated at the bottom, and the current stock price has dropped by about 90% compared with the highest price at the beginning of its listing that year.</p><p><img src=\"https://static.tigerbbs.com/f4e6b1b7410fea663002d6e3f86101db\" tg-width=\"865\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p><b>03. Many Chinese concept stocks return to vision</b></p><p>Jinglin's top five holdings also include JD.com, NetEase, Jinrui Fund and<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>。</p><p>Wherein,<b>Jinglin has significantly reduced its positions in both JD.com and Netease.</b></p><p>The position in the former decreased from 4.35 million shares in the previous quarter to 3.21 million shares, and the position in the latter decreased from 3.6 million shares to 2.2 million shares.</p><p>Another highlight of Jinglin's position this time is<b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Return to the top ten Awkwardness camp.</b></p><p>The latest data shows that Jinglin holds 1.24 million shares of Alibaba ADS, equivalent to a market value of US $141 million.</p><p>Coincidentally.</p><p>The \"exposure\" of two other Chinese concept stocks also rose in Jinglin's position report in the second quarter of this year.</p><p>They are<b><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The Group</b>, becoming a new face of the top ten Awkwardness stocks in the second quarter. The former is a leading social e-commerce company with a shareholding of 2.01 million shares, while the latter is an intercity vehicle logistics and vehicle-cargo matching information platform operator with a shareholding of 12.83 million shares.</p><p><b>04. Invest heavily in \"peers\"</b></p><p>There used to be a Chinese saying that \"peers are enemies\", but in the eyes of the asset management circle, investment value seems to be better than everything else.</p><p>Since the last quarter,<b>Jinglin Assets began to continue to invest in peer institutions-KRANESHARES.</b></p><p>Zishitang found that Jinrui Fund has multiple ETFs, which are asset management platforms that develop index investment tools, similar to international index giants<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, pioneer and pilot, providing investors with low-cost passive investment services.</p><p>It is also understood that this institution is headquartered in new york and specializes in helping global investors better understand the Chinese market and enhance its importance in asset allocation.</p><p>In other words, Jinglin Assets has invested in a peer that is bullish on Chinese assets.</p><p><b>05. Focus on \"competitive investment\" in the future</b></p><p>Regarding the position layout, Jinglin Assets revealed the following directions in its latest report to holders:</p><p><b>1. Interactive entertainment</b></p><p>China's top game companies have the opportunity to gain more market share globally. Whether it is online games now or the combination of virtual reality in metaverse in the future, these advances require long-term technical investment from major game manufacturers and multi-player and multi-team collaboration. The re-issuance of game version numbers marks that the bottom of the policy has emerged.</p><p><b>2. New retail and new service platform</b></p><p>The online trend of retail and life services continues to strengthen, and platform companies have become the infrastructure in the fields of business services and circulation. At present, Internet platform companies are in a three-bottom superposition state of performance bottom + policy bottom + valuation bottom. The low base effect that started in the second half of last year will bring most companies back on the right track of growth.</p><p><b>3. Application under the new energy structure</b></p><p>All countries are firmly taking the path of changing the energy structure. Chinese companies have huge first-mover and industrial chain advantages: in<a href=\"https://laohu8.com/S/000591\">Solar energy</a>A number of world-class companies have emerged in the fields of wind energy, power batteries, and energy storage batteries. As a major manufacturing country, although it faces the pressure of transferring some industrial chains, China's advantageous industrial chains are likely to become winners in the big wave of energy transformation.</p><p><b>4. In-depth digital software and hardware</b></p><p>We are going through the process of deep digitalization. Data center business and various forms of cloud services will have strong stickiness. Once used, the migration cost is very high. Both China and the United States have leading enterprises in this area with investment value.</p><p><b>5. Development and application of artificial intelligence</b></p><p>Judging from the current progress of corporate research and development, the most likely project to be implemented is the realization of autonomous driving. The revolutionary breakthrough in this field will subvert the existing automobile industry and transportation service fields. This is also another revolutionary product that changes our lifestyle after smartphones. There should be these exciting changes in the business we hold.</p><p><b>6. Consumer products with social attributes</b></p><p>This type of business model is simple, stable, and has a very high moat. The social need deep in human nature-the need to \"define yourself and distinguish yourself from others\" in the crowd has not changed. There is a kind of commodity that meets people's needs because of its historical origin and difficult-to-copy quality characteristics. This is people's reward for their own lives and the carrier of respect for others in social interaction.</p><p></body></html></p>","source":"lsy1568174316590","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>100 billion Jinglin assets \"bargain-hunting\" retail real estate? Keike becomes its number one position in U.S. stocks</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\">\n100 billion Jinglin assets \"bargain-hunting\" retail real estate? Keike becomes its number one position in U.S. stocks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">资事堂</strong><span class=\"h-time small\">2022-08-13 08:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Last night and this morning, Jinglin Assets disclosed the latest position details of US stocks.</p><p>Zishitang found that as of the end of the second quarter of 2022, the US stock holdings of the 100 billion private equity giant reached US $2.24 billion, or RMB 15.1 billion.</p><p>This figure is still at the forefront of overseas investment by domestic institutions, but it is slightly lower than the US $2.32 billion in the first quarter.</p><p>The inventory found that the seating of Jinglin Assets' heavyweight stocks changed again,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Holdings was promoted to the largest position, followed by<a href=\"https://laohu8.com/S/JD\">JD.com</a>Group and<a href=\"https://laohu8.com/S/NTES\">NetEase</a>, mainland companies are still Jinglin's most important assets in the US stock market.</p><p><b>01. Highly concentrated shareholding</b></p><p>It is worth reminding that Jinglin Assets invests in U.S. stocks through its Hong Kong subsidiary, and the above-mentioned holdings do not include the U.S. stock positions of other mainland Chinese entities and its products.</p><p>As of the end of the second quarter, the total market value of the top ten holdings of Jinglin's US stocks reached US $1.736 billion, accounting for 78% of the total holdings.</p><p>The concentration is much higher than that of mainland Public Offering of Fund and QDII products, which is also a habit that Jinglin has developed for many years.</p><p><img src=\"https://static.tigerbbs.com/ef2519c3ce998824f5b851bb52a9ee53\" tg-width=\"865\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p><b>02. \"Fancy\" real estate agents</b></p><p>In the second quarter, Keike became the listed company with the heaviest position held by Jinglin.</p><p>At present, the company is the leading consulting company for second-hand houses, new houses and housing rental in China, and its main body includes well-known real estate intermediary brands such as Chain Home in the industry.</p><p><b>Jinglin currently holds 20.43 million shares of Shell Holdings' ADS (American Depositary Receipts), equivalent to a market value of US $365 million.</b></p><p>In the current period, Keike fluctuated at the bottom, and the current stock price has dropped by about 90% compared with the highest price at the beginning of its listing that year.</p><p><img src=\"https://static.tigerbbs.com/f4e6b1b7410fea663002d6e3f86101db\" tg-width=\"865\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p><b>03. Many Chinese concept stocks return to vision</b></p><p>Jinglin's top five holdings also include JD.com, NetEase, Jinrui Fund and<a href=\"https://laohu8.com/S/ZTO\">ZTO Express</a>。</p><p>Wherein,<b>Jinglin has significantly reduced its positions in both JD.com and Netease.</b></p><p>The position in the former decreased from 4.35 million shares in the previous quarter to 3.21 million shares, and the position in the latter decreased from 3.6 million shares to 2.2 million shares.</p><p>Another highlight of Jinglin's position this time is<b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Return to the top ten Awkwardness camp.</b></p><p>The latest data shows that Jinglin holds 1.24 million shares of Alibaba ADS, equivalent to a market value of US $141 million.</p><p>Coincidentally.</p><p>The \"exposure\" of two other Chinese concept stocks also rose in Jinglin's position report in the second quarter of this year.</p><p>They are<b><a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>And<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The Group</b>, becoming a new face of the top ten Awkwardness stocks in the second quarter. The former is a leading social e-commerce company with a shareholding of 2.01 million shares, while the latter is an intercity vehicle logistics and vehicle-cargo matching information platform operator with a shareholding of 12.83 million shares.</p><p><b>04. Invest heavily in \"peers\"</b></p><p>There used to be a Chinese saying that \"peers are enemies\", but in the eyes of the asset management circle, investment value seems to be better than everything else.</p><p>Since the last quarter,<b>Jinglin Assets began to continue to invest in peer institutions-KRANESHARES.</b></p><p>Zishitang found that Jinrui Fund has multiple ETFs, which are asset management platforms that develop index investment tools, similar to international index giants<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, pioneer and pilot, providing investors with low-cost passive investment services.</p><p>It is also understood that this institution is headquartered in new york and specializes in helping global investors better understand the Chinese market and enhance its importance in asset allocation.</p><p>In other words, Jinglin Assets has invested in a peer that is bullish on Chinese assets.</p><p><b>05. Focus on \"competitive investment\" in the future</b></p><p>Regarding the position layout, Jinglin Assets revealed the following directions in its latest report to holders:</p><p><b>1. Interactive entertainment</b></p><p>China's top game companies have the opportunity to gain more market share globally. Whether it is online games now or the combination of virtual reality in metaverse in the future, these advances require long-term technical investment from major game manufacturers and multi-player and multi-team collaboration. The re-issuance of game version numbers marks that the bottom of the policy has emerged.</p><p><b>2. New retail and new service platform</b></p><p>The online trend of retail and life services continues to strengthen, and platform companies have become the infrastructure in the fields of business services and circulation. At present, Internet platform companies are in a three-bottom superposition state of performance bottom + policy bottom + valuation bottom. The low base effect that started in the second half of last year will bring most companies back on the right track of growth.</p><p><b>3. Application under the new energy structure</b></p><p>All countries are firmly taking the path of changing the energy structure. Chinese companies have huge first-mover and industrial chain advantages: in<a href=\"https://laohu8.com/S/000591\">Solar energy</a>A number of world-class companies have emerged in the fields of wind energy, power batteries, and energy storage batteries. As a major manufacturing country, although it faces the pressure of transferring some industrial chains, China's advantageous industrial chains are likely to become winners in the big wave of energy transformation.</p><p><b>4. In-depth digital software and hardware</b></p><p>We are going through the process of deep digitalization. Data center business and various forms of cloud services will have strong stickiness. Once used, the migration cost is very high. Both China and the United States have leading enterprises in this area with investment value.</p><p><b>5. Development and application of artificial intelligence</b></p><p>Judging from the current progress of corporate research and development, the most likely project to be implemented is the realization of autonomous driving. The revolutionary breakthrough in this field will subvert the existing automobile industry and transportation service fields. This is also another revolutionary product that changes our lifestyle after smartphones. There should be these exciting changes in the business we hold.</p><p><b>6. Consumer products with social attributes</b></p><p>This type of business model is simple, stable, and has a very high moat. The social need deep in human nature-the need to \"define yourself and distinguish yourself from others\" in the crowd has not changed. There is a kind of commodity that meets people's needs because of its historical origin and difficult-to-copy quality characteristics. This is people's reward for their own lives and the carrier of respect for others in social interaction.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/prasQgM2-tOxmJagIjpKvg\">资事堂</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"BK4504":"桥水持仓","PDD":"拼多多","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4122":"互联网与直销零售","BK4509":"腾讯概念","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","BK4558":"双十一","BK4526":"热门中概股","BEKE":"贝壳","BK4079":"房地产服务","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4503":"景林资产持仓"},"source_url":"https://mp.weixin.qq.com/s/prasQgM2-tOxmJagIjpKvg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119741216","content_text":"昨夜今晨，景林资产披露美股最新持仓明细。资事堂发现，截至2022年二季度末，这家千亿私募巨头的美股持仓达22.4亿美元，合人民币151亿元。这个数字依然是国内机构海外投资的最前列，但相比一季度的23.2亿美元规模小幅下降。盘点发现：景林资产的重仓股座次再次发生变化，贝壳控股晋升为第一大重仓，其次是京东集团和网易，内地公司依然是景林在美股中最重要的资产。01、高集中度持股值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。截至二季度末，景林美股前十大持仓标的合计市值达到17.36亿美元，占总持仓比例高达78%。集中度远高于内地公募基金和QDII产品，这亦是景林多年炼成的习惯。02、“看中”地产中介贝壳在二季度成为景林持有仓位最重的上市公司。该公司是目前国内领先的二手房、新房和房屋出租咨询公司，其主体包括业内知名的链家等房产中介品牌。景林当期持有2043万股贝壳控股的ADS（美国存托凭证），折合市值3.65亿美元。当期，贝壳在底部震荡，目前股价相比当年上市初时最高价，已跌去90%左右。03、多只中概股重回视野景林的前五大重仓股还包括京东集团、网易、金瑞基金和中通快递。其中，景林对京东和网易均进行了显著减仓。对前者持仓量由上一季度435万股减至321万股，对后者持仓量由360万股降至220万股。此次景林持仓的另一个亮点，就是阿里巴巴重新回到十大重仓股阵营。最新数据显示，景林持有124万股阿里巴巴ADS，折合市值1.41亿美元。无独有偶。另有两只中概股的重仓股“显露度”，也在今年二季度的景林持仓报告中上升。他们分别是拼多多和满帮集团，成为二季度十大重仓股的新面孔。前者是社交电商的头部企业，持股量201万股，后者是城际整车物流与车货匹配信息平台运营企业，持股量达到1283万股。04、重金投资“同行”中文曾有“同行是冤家”的说法，但在资管圈看来，投资价值似乎胜于一切。自上一个季度开始，景林资产开始持续投资同行机构——美国金瑞基金（KRANESHARES）。资事堂发现，金瑞基金旗下有多只ETF，属于开发指数投资工具的资管平台，类似于国际指数巨头贝莱德、先锋领航，为投资者提供低成本的被动投资服务。另据了解，这家机构总部位于纽约，专门帮助全球投资者更加了解中国市场并提升其在资产配置中的重要性。换言之，景林资产投资了一家看多中国资产的同行。05、未来聚焦“竞争力投资”对于持仓布局，景林资产对持有人最新汇报中透露如下方向：1、互动娱乐中国的顶级游戏公司具备在全球获取更多市场份额的机会。无论是现在的网游，还是以后元宇宙的虚拟现实结合，这些进步背后需要游戏大厂的长期技术投入和多人多团队协作，游戏版号的重新发放标志着政策底部已经出现。2、新零售和新服务平台零售、生活服务的线上化趋势继续加强，平台公司成为了商业服务和流通领域的基础设施。目前互联网平台公司处于业绩底+政策底+估值底的三底叠加状态，去年下半年开始的低基数效应会让大部分公司重回增长正轨。3、新能源结构下的应用各国都在坚定的走改变能源结构的道路。中国企业具有巨大的先发和产业链优势：在太阳能、风能、动力电池、储能电池等领域都出现一批世界级的公司。作为制造业大国，虽然面临部分产业链转移的压力，中国有优势的产业链很可能在能源转型的大浪潮中成为赢家。4、深度数字化软硬件我们正在经历深度数字化的过程，数据中心业务、多种形式的云服务都会产生很强的粘性，一旦使用，迁移成本很高。中美都有这方面的龙头企业具有投资价值。5、人工智能的发展和应用从目前企业研发的进度看，最可能落地的项目就是自动驾驶的实现。这个领域的革命性突破将会颠覆现有的汽车工业、交通服务领域。这也是继智能手机之后，又一个改变我们生活方式的革命性产品。我们持有的生意里面，应该有这些激动人心的改变。6、社交属性的消费品这一类生意模式简单、稳定，且有极高护城河。人性深处的社交需求——在人群中体现“定义自我区别于其他人”的需求依然没有改变。有一类商品由于历史渊源和难以复制的品质特点满足了人们这一类需求，这是人们对自己生活的犒赏，也是在社交中对他人尊敬的载体。","news_type":1,"symbols_score_info":{"BEKE":0.9,"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999003255,"gmtCreate":1660437377779,"gmtModify":1676533468857,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9999003255","repostId":"1103025448","repostType":4,"isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905283291,"gmtCreate":1659909761216,"gmtModify":1703767421784,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9905283291","repostId":"2257030141","repostType":4,"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905283648,"gmtCreate":1659909741886,"gmtModify":1703767421619,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905283648","repostId":"2257738911","repostType":4,"repost":{"id":"2257738911","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1659827849,"share":"https://ttm.financial/m/news/2257738911?lang=en_US&edition=fundamental","pubTime":"2022-08-07 07:17","market":"sh","language":"zh","title":"What happened? Warren Buffett suffered a huge loss of US $43.8 billion in the second quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2257738911","media":"券商中国","summary":"当前，美股市场对美联储进一步激进加息的担忧再起。季报显示，伯克希尔二季度共斥资约10亿美元，用于购买公司普通股，一季度回购额为32亿美元。截止二季度末，伯克希尔公司的现金储备略降至1054亿美元，上季度末为1063亿美元。标准普尔500指数的二季度跌幅逾16%，这是自2020年3月以来最大的季度跌幅。杰克逊霍尔全球央行年会，可能成为美联储主席鲍威尔释放后续货币政策信号的关键窗口。","content":"<p><html><head></head><body>This weekend, the latest financial report of \"stock god\" Buffett swept the investment circle. On the evening of August 6, Beijing time,<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's second-quarter financial report shows that due to huge book losses in its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion (approximately RMB 295.9 billion). The \"stock god\" has not been spared.</p><p>This weekend, the latest financial report of \"stock god\" Buffett swept the investment circle. On the evening of August 6, Beijing time,<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's second-quarter financial report shows that due to huge book losses in its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion (approximately RMB 295.9 billion). In the face of the plunge in the U.S. stock market, its investment portfolio lost as much as 53 billion US dollars (approximately 358.4 billion yuan) in the second quarter.</p><p><b>According to the financial report, in the second quarter of this year, about 69% of Berkshire Hathaway's stock holdings were concentrated in five companies:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(US $125.1 billion),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(US $32.2 billion),<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Company ($25.2 billion),<a href=\"https://laohu8.com/S/CVX\">Chevron</a>(US $23.7 billion),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(US $21 billion), the list of Awkwardness stocks is consistent with last quarter. In addition, since the beginning of this year, Buffett has continued to increase his holdings significantly<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, as of the end of June, the company had acquired 17% of Occidental Petroleum's existing share capital, worth $9.3 billion.</b></p><p>At present, the U.S. stock market is renewed concerns about the Fed's further aggressive rate hike. After the release of the strong non-farm payrolls report in the United States in July, the latest report from the Wall Street Journal, known as the \"Federal Reserve News Agency\", said that it would be more difficult for the Federal Reserve to slow down the pace of rate hike at next month's interest rate meeting. At the same time, since this week, Federal Reserve officials have frequently released \"hawkish\" signals, breaking market expectations for an early end to the rate hike.</p><p>Stock gods lose huge losses</p><p>On the morning of August 6th, Eastern Time (the evening of August 6th, Beijing time), Berkshire Hathaway, a subsidiary of Warren Buffett, announced its latest financial report. Due to the huge book loss of its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion, compared with a net profit of US $28.094 billion in the same period last year.</p><p>Berkshire's operating profit in the second quarter was US $9.28 billion, a year-on-year increase of 38.7%. The scope of this profit covers the insurance, railway and utilities businesses owned by the Group, excluding investment gains and losses.</p><p>According to the financial report, in the second quarter of this year, Berkshire Hathaway's investment portfolio lost as much as US $53 billion (approximately RMB 358.4 billion) in the market crash. This led to Berkshire's cumulative investment losses of $54.6 billion in the first half of this year.<img src=\"https://static.tigerbbs.com/a1231871a45a477f88e8d6524b738076\" tg-width=\"1024\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>The statement pointed out that in view of the huge size of the company's equity securities portfolio, market fluctuations and changes in unrealized gains and losses of stocks will have a significant impact on the company's performance. In addition, periodic revaluations of certain foreign currency-denominated assets and liabilities, as well as asset impairment charges, may cause cyclical net profit fluctuations.</p><p>Faced with huge losses in the second quarter, Berkshire reminded investors in its financial report not to pay too much attention to fluctuations in investment income in the company's financial reports, because investment gains and losses in any quarter are usually meaningless.</p><p>It is worth noting that documents submitted by Berkshire Hathaway show that the size of new shares purchased by the company in the second quarter decreased to approximately US $6.2 billion, significantly lower than the US $51.1 billion in the first quarter. In addition, in the second quarter The company sold $2.3 billion in stock.</p><p>Meanwhile, Berkshire has also slowed its buybacks. The quarterly report shows that Berkshire spent a total of approximately US $1 billion in the second quarter to purchase the company's common shares, and the repurchase amount in the first quarter was US $3.2 billion. As of the end of the second quarter, Berkshire's cash reserves fell slightly to $105.4 billion, compared with $106.3 billion at the end of the previous quarter.</p><p>Latest Awkwardness Exposure</p><p>According to the financial report, in the second quarter of this year, about 69% of Berkshire Hathaway's stock holdings were concentrated in five companies: Apple (US $125.1 billion), Bank of America (US $32.2 billion), Coca-Cola Company (US $25.2 billion), Chevron (US $23.7 billion), American Express (US $21 billion), the list of heavyweight stocks is consistent with last quarter.</p><p><b>Among them, Apple, Bank of America, American Express, and Chevron all suffered huge pullback/retracement in the second quarter, with declines of 21.58%, 24%, 25.39%, and 10.35% respectively. Coca-Cola bucked the trend and rose 2.22% in the second quarter.</b></p><p>It can be seen that Berkshire's investment portfolio suffered floating losses in the second quarter, which is mainly closely related to the performance of the above-mentioned heavyweight stocks in the second quarter.</p><p>In addition, the huge losses of Berkshire's investment portfolio are also related to the U.S. stock market. Affected by the Federal Reserve's multiple sharp rate hike and economic recession expectations, the U.S. stock market fell into a bear market in the second quarter of this year. The S&P 500 index fell more than 16% in the second quarter, its largest quarterly drop since March 2020.</p><p>Affected by the market decline, Berkshire's Class A share price also fell by more than 22% in the second quarter.</p><p>Later in August, Berkshire will disclose its specific investments in the second quarter to regulators, and investors will get more detailed information on changes in Berkshire's stock portfolio.</p><p>It is worth mentioning that Berkshire has significantly increased its holdings of Occidental Petroleum this year. The financial report shows that as of the end of June 2022, the company has acquired shares accounting for 17% of Occidental Petroleum's existing share capital, worth US $9.3 billion. This is also a rare large investment for Berkshire in recent years.</p><p>Stimulated by the continued soaring international oil prices and Buffett's large-scale sweeping of goods, Occidental Petroleum's stock price has soared all the way. It is the best-performing stock in the S&P 500 index this year. The cumulative increase in 2022 will reach 104.33%, and the total market value will rise to US $54.818 billion (approximately RMB 370.7 billion).</p><p><img src=\"https://static.tigerbbs.com/e2b1cc1f4f3a01313b52a8f81f77f026\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Benefiting from the soaring international oil prices, Occidental Petroleum's performance is very impressive. Its second-quarter financial report shows that oil and natural gas revenue in the first half of the year has exceeded that of the whole year of last year. Energy revenue in the second quarter reached US $7.696 billion, a year-on-year increase of 70.8%. The company's total revenue in the second quarter reached US $10.735 billion, a year-on-year increase of 78.6%. The profit base in the same period last year was low, and profits in the first half of this year soared 36 times year-on-year.</p><p>Is the Fed's rate hike storm resurfacing?</p><p><b>At present, the U.S. stock market is renewed concerns about the Fed's further aggressive rate hike.</b></p><p>After the release of the strong non-farm payrolls report in the United States in July, the latest report of the Wall Street Journal, known as the \"New Federal Reserve News Agency (Fedwire)\", said that the U.S. employment data in July broke expectations of economic slowdown, which will make it more difficult for the Federal Reserve to slow down the pace of rate hike at the FOMC meeting next month.</p><p>According to the latest data from the U.S. labor market, non-farm payrolls increased by 528,000 in July, and the unemployment rate fell to 3.5%, both returning to pre-epidemic levels in February 2020.</p><p>Subsequently, the swap contract interest rate corresponding to the Federal Reserve decision in September once soared to 3%, which shows that the Fed's rate hike of 50 basis points by then is almost certain, and the probability of rate hike of 75 basis points has risen to two-thirds.</p><p>And the Federal Reserve is trying to slow economic growth through rate hike and cool the U.S. labor market to curb the highest inflation in nearly 40 years. But Friday's nonfarm payrolls report showed the economy is still growing strongly, and the Wall Street Journal warned that this could lead Fed officials to conclude they need to raise interest rates higher and keep them high for longer to cool the economy.</p><p>Therefore, Fed Chair Jerome Powell made it clear that another sharp rate hike at the next meeting may be appropriate, but it will depend on the data.</p><p>Since the beginning of this week, Fed officials have frequently released \"hawkish\" signals, breaking market expectations for an early end to the rate hike. Among them, Chicago Fed President Evans said that if the economy slows as expected, it will support rate hike by 50 basis points at the September meeting. But if the economic data is hotter than expected, a third consecutive rate hike of 75 basis points is not out of the question.</p><p>Judging from the time point of the financial calendar, the most eye-catching data are undoubtedly the U.S. July CPI data to be released next week, and the Jackson Hole global central bank annual meeting scheduled to be held from August 25th to 27th.</p><p>The annual meeting of global central banks in Jackson Hole may become a key window for Federal Reserve Chairman Powell to release subsequent monetary policy signals. Historically, the Federal Reserve has often announced major monetary policy developments at its Jackson Hole annual meeting.</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>What happened? Warren Buffett suffered a huge loss of US $43.8 billion in the second quarter</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\">\nWhat happened? Warren Buffett suffered a huge loss of US $43.8 billion in the second quarter\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2022-08-07 07:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This weekend, the latest financial report of \"stock god\" Buffett swept the investment circle. On the evening of August 6, Beijing time,<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's second-quarter financial report shows that due to huge book losses in its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion (approximately RMB 295.9 billion). The \"stock god\" has not been spared.</p><p>This weekend, the latest financial report of \"stock god\" Buffett swept the investment circle. On the evening of August 6, Beijing time,<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway's second-quarter financial report shows that due to huge book losses in its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion (approximately RMB 295.9 billion). In the face of the plunge in the U.S. stock market, its investment portfolio lost as much as 53 billion US dollars (approximately 358.4 billion yuan) in the second quarter.</p><p><b>According to the financial report, in the second quarter of this year, about 69% of Berkshire Hathaway's stock holdings were concentrated in five companies:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(US $125.1 billion),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(US $32.2 billion),<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Company ($25.2 billion),<a href=\"https://laohu8.com/S/CVX\">Chevron</a>(US $23.7 billion),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(US $21 billion), the list of Awkwardness stocks is consistent with last quarter. In addition, since the beginning of this year, Buffett has continued to increase his holdings significantly<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>, as of the end of June, the company had acquired 17% of Occidental Petroleum's existing share capital, worth $9.3 billion.</b></p><p>At present, the U.S. stock market is renewed concerns about the Fed's further aggressive rate hike. After the release of the strong non-farm payrolls report in the United States in July, the latest report from the Wall Street Journal, known as the \"Federal Reserve News Agency\", said that it would be more difficult for the Federal Reserve to slow down the pace of rate hike at next month's interest rate meeting. At the same time, since this week, Federal Reserve officials have frequently released \"hawkish\" signals, breaking market expectations for an early end to the rate hike.</p><p>Stock gods lose huge losses</p><p>On the morning of August 6th, Eastern Time (the evening of August 6th, Beijing time), Berkshire Hathaway, a subsidiary of Warren Buffett, announced its latest financial report. Due to the huge book loss of its investment portfolio, the company's net loss attributable to shareholders in the second quarter of this year was as high as US $43.755 billion, compared with a net profit of US $28.094 billion in the same period last year.</p><p>Berkshire's operating profit in the second quarter was US $9.28 billion, a year-on-year increase of 38.7%. The scope of this profit covers the insurance, railway and utilities businesses owned by the Group, excluding investment gains and losses.</p><p>According to the financial report, in the second quarter of this year, Berkshire Hathaway's investment portfolio lost as much as US $53 billion (approximately RMB 358.4 billion) in the market crash. This led to Berkshire's cumulative investment losses of $54.6 billion in the first half of this year.<img src=\"https://static.tigerbbs.com/a1231871a45a477f88e8d6524b738076\" tg-width=\"1024\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>The statement pointed out that in view of the huge size of the company's equity securities portfolio, market fluctuations and changes in unrealized gains and losses of stocks will have a significant impact on the company's performance. In addition, periodic revaluations of certain foreign currency-denominated assets and liabilities, as well as asset impairment charges, may cause cyclical net profit fluctuations.</p><p>Faced with huge losses in the second quarter, Berkshire reminded investors in its financial report not to pay too much attention to fluctuations in investment income in the company's financial reports, because investment gains and losses in any quarter are usually meaningless.</p><p>It is worth noting that documents submitted by Berkshire Hathaway show that the size of new shares purchased by the company in the second quarter decreased to approximately US $6.2 billion, significantly lower than the US $51.1 billion in the first quarter. In addition, in the second quarter The company sold $2.3 billion in stock.</p><p>Meanwhile, Berkshire has also slowed its buybacks. The quarterly report shows that Berkshire spent a total of approximately US $1 billion in the second quarter to purchase the company's common shares, and the repurchase amount in the first quarter was US $3.2 billion. As of the end of the second quarter, Berkshire's cash reserves fell slightly to $105.4 billion, compared with $106.3 billion at the end of the previous quarter.</p><p>Latest Awkwardness Exposure</p><p>According to the financial report, in the second quarter of this year, about 69% of Berkshire Hathaway's stock holdings were concentrated in five companies: Apple (US $125.1 billion), Bank of America (US $32.2 billion), Coca-Cola Company (US $25.2 billion), Chevron (US $23.7 billion), American Express (US $21 billion), the list of heavyweight stocks is consistent with last quarter.</p><p><b>Among them, Apple, Bank of America, American Express, and Chevron all suffered huge pullback/retracement in the second quarter, with declines of 21.58%, 24%, 25.39%, and 10.35% respectively. Coca-Cola bucked the trend and rose 2.22% in the second quarter.</b></p><p>It can be seen that Berkshire's investment portfolio suffered floating losses in the second quarter, which is mainly closely related to the performance of the above-mentioned heavyweight stocks in the second quarter.</p><p>In addition, the huge losses of Berkshire's investment portfolio are also related to the U.S. stock market. Affected by the Federal Reserve's multiple sharp rate hike and economic recession expectations, the U.S. stock market fell into a bear market in the second quarter of this year. The S&P 500 index fell more than 16% in the second quarter, its largest quarterly drop since March 2020.</p><p>Affected by the market decline, Berkshire's Class A share price also fell by more than 22% in the second quarter.</p><p>Later in August, Berkshire will disclose its specific investments in the second quarter to regulators, and investors will get more detailed information on changes in Berkshire's stock portfolio.</p><p>It is worth mentioning that Berkshire has significantly increased its holdings of Occidental Petroleum this year. The financial report shows that as of the end of June 2022, the company has acquired shares accounting for 17% of Occidental Petroleum's existing share capital, worth US $9.3 billion. This is also a rare large investment for Berkshire in recent years.</p><p>Stimulated by the continued soaring international oil prices and Buffett's large-scale sweeping of goods, Occidental Petroleum's stock price has soared all the way. It is the best-performing stock in the S&P 500 index this year. The cumulative increase in 2022 will reach 104.33%, and the total market value will rise to US $54.818 billion (approximately RMB 370.7 billion).</p><p><img src=\"https://static.tigerbbs.com/e2b1cc1f4f3a01313b52a8f81f77f026\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Benefiting from the soaring international oil prices, Occidental Petroleum's performance is very impressive. Its second-quarter financial report shows that oil and natural gas revenue in the first half of the year has exceeded that of the whole year of last year. Energy revenue in the second quarter reached US $7.696 billion, a year-on-year increase of 70.8%. The company's total revenue in the second quarter reached US $10.735 billion, a year-on-year increase of 78.6%. The profit base in the same period last year was low, and profits in the first half of this year soared 36 times year-on-year.</p><p>Is the Fed's rate hike storm resurfacing?</p><p><b>At present, the U.S. stock market is renewed concerns about the Fed's further aggressive rate hike.</b></p><p>After the release of the strong non-farm payrolls report in the United States in July, the latest report of the Wall Street Journal, known as the \"New Federal Reserve News Agency (Fedwire)\", said that the U.S. employment data in July broke expectations of economic slowdown, which will make it more difficult for the Federal Reserve to slow down the pace of rate hike at the FOMC meeting next month.</p><p>According to the latest data from the U.S. labor market, non-farm payrolls increased by 528,000 in July, and the unemployment rate fell to 3.5%, both returning to pre-epidemic levels in February 2020.</p><p>Subsequently, the swap contract interest rate corresponding to the Federal Reserve decision in September once soared to 3%, which shows that the Fed's rate hike of 50 basis points by then is almost certain, and the probability of rate hike of 75 basis points has risen to two-thirds.</p><p>And the Federal Reserve is trying to slow economic growth through rate hike and cool the U.S. labor market to curb the highest inflation in nearly 40 years. But Friday's nonfarm payrolls report showed the economy is still growing strongly, and the Wall Street Journal warned that this could lead Fed officials to conclude they need to raise interest rates higher and keep them high for longer to cool the economy.</p><p>Therefore, Fed Chair Jerome Powell made it clear that another sharp rate hike at the next meeting may be appropriate, but it will depend on the data.</p><p>Since the beginning of this week, Fed officials have frequently released \"hawkish\" signals, breaking market expectations for an early end to the rate hike. Among them, Chicago Fed President Evans said that if the economy slows as expected, it will support rate hike by 50 basis points at the September meeting. But if the economic data is hotter than expected, a third consecutive rate hike of 75 basis points is not out of the question.</p><p>Judging from the time point of the financial calendar, the most eye-catching data are undoubtedly the U.S. July CPI data to be released next week, and the Jackson Hole global central bank annual meeting scheduled to be held from August 25th to 27th.</p><p>The annual meeting of global central banks in Jackson Hole may become a key window for Federal Reserve Chairman Powell to release subsequent monetary policy signals. Historically, the Federal Reserve has often announced major monetary policy developments at its Jackson Hole annual meeting.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/647e27ac00ad48d982ae8234fc5355de","relate_stocks":{"159945":"能源","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257738911","content_text":"这个周末，“股神”巴菲特的最新财报刷屏投资圈。北京时间8月6日晚间，伯克希尔哈撒韦公司公布的二季度财报显示，因投资组合出现巨额帐面亏损，今年第二季度公司归属于股东的净亏损高达437.55亿美元（约合人民币2959亿元）。“股神”也未能幸免。这个周末，“股神”巴菲特的最新财报刷屏投资圈。北京时间8月6日晚间，伯克希尔哈撒韦公司公布的二季度财报显示，因投资组合出现巨额帐面亏损，今年第二季度公司归属于股东的净亏损高达437.55亿美元（约合人民币2959亿元）。面对美股市场的暴跌，其投资组合在二季度的损失金额高达530亿美元（约合人民币3584亿元）。据财报显示，今年二季度，伯克希尔哈撒韦股票持仓的大约69%集中在五家公司：苹果（1251亿美元）、美国银行（322亿美元）、可口可乐公司（252亿美元）、雪佛龙（237亿美元）、美国运通（210亿美元），重仓股名单与上季度一致。另外，今年以来，巴菲特持续大幅增持西方石油，截止6月末，公司已收购了占西方石油现有股本17%的股票，价值93亿美元。当前，美股市场对美联储进一步激进加息的担忧再起。在美国7月强劲的非农就业报告发布后，有“美联储通讯社”之称的华尔街日报最新报道称，美联储在下月的议息会议上更难放慢加息步伐。与此同时，本周以来，美联储官员频频释放“鹰派”信号，打破了提前结束加息的市场预期。股神巨亏美东时间8月6日上午（北京时间8月6日晚），“股神”巴菲特旗下伯克希尔哈撒韦公司公布了最新财报，因投资组合出现巨额帐面亏损，今年第二季度公司归属于股东的净亏损高达437.55亿美元，上年同期为净利280.94亿美元。二季度伯克希尔的运营利润为92.8亿美元，同比增长38.7%。此项利润的范畴涵盖集团拥有的保险、铁路和公用事业等业务，不包括投资损益。据财报显示，今年第二季度，伯克希尔哈撒韦的投资组合在市场暴跌中损失金额高达530亿美元（约合人民币3584亿元）。这导致今年上半年伯克希尔的投资累计损失达到546亿美元。报表指出，鉴于公司股权证券投资组合的庞大规模，市场的波动以及股票未实现损益的变化，将对公司的业绩产生重大影响。此外，某些以外币计价的资产和负债的定期重估，以及资产减值费用等都可能会造成周期性的净利润波动。面对二季度的巨亏亏损，伯克希尔在财报中提示投资者，不要过度关注公司财务报告中投资收益的波动，因为任何一个季度的投资损益通常都是没有意义的。值得注意的是，伯克希尔哈撒韦提交的文件显示，该公司在二季度买入的新股票规模减少至约62亿美元，大幅低于一季度的511亿美元，此外，第二季度公司抛售了23亿美元的股票。与此同时，伯克希尔也放缓了回购速度。季报显示，伯克希尔二季度共斥资约10亿美元，用于购买公司普通股，一季度回购额为32亿美元。截止二季度末，伯克希尔公司的现金储备略降至1054亿美元，上季度末为1063亿美元。最新重仓股曝光据财报显示，今年二季度，伯克希尔哈撒韦股票持仓的大约69%集中在五家公司：苹果（1251亿美元）、美国银行（322亿美元）、可口可乐公司（252亿美元）、雪佛龙（237亿美元）、美国运通（210亿美元），重仓股名单与上季度一致。其中，苹果、美国银行、美国运通、雪佛龙在二季度均遭遇了巨幅回撤，跌幅分别为21.58%、24%、25.39%、10.35%。而可口可乐则在二季度逆势上涨了2.22%。由此可见，伯克希尔的投资组合在二季度出现浮亏，主要与上述重仓股二季度的表现密切相关。另外，伯克希尔投资组合的巨亏与美股大市也有一定的关系，受美联储多次大幅加息，以及经济衰退预期的影响，今年二季度美国股市跌入熊市。标准普尔500指数的二季度跌幅逾16%，这是自2020年3月以来最大的季度跌幅。受市场下挫的影响，伯克希尔的A类股股价在二季度下跌幅度也超过22%。8月晚些时候，伯克希尔将会向监管机构披露其二季度具体的投资情况，投资者将获得伯克希尔股票投资组合变化的更详细信息。值得一提的是，伯克希尔今年以来大幅增持西方石油。财报显示，截止2022年6月末，公司已收购了占西方石油现有股本17%的股票，价值93亿美元，这也是近年来伯克希尔少见的一笔大宗投资。在国际油价持续飙涨、巴菲特大手笔扫货的刺激下，西方石油的股价一路飙涨大涨，是今年以来标普500指数中表现最好的股票，2022年年内累计涨幅达到104.33%，总市值升至548.18亿美元（约合人民币3707亿元）。受益于国际油价的飙涨，西方石油的业绩表现非常亮眼。其二季度财报显示，上半年石油和天然气收入已经超过去年全年，二季度能源收入达到76.96亿美元，同比增长70.8%，二季度公司总营收达 107.35亿美元，同比上涨78.6%，由于去年同期利润基数较低，今年上半年利润更是同比飙升36倍。美联储加息风暴再起？当前，美股市场对美联储进一步激进加息的担忧再起。在美国7月强劲的非农就业报告发布后，有“新美联储通讯社（Fedwire）”之称的华尔街日报最新报道称，7月份的美国就业数据打破了经济放缓的预期，这将使美联储在下月的FOMC会议上更难放慢加息步伐。据美国劳动力市场的最新数据显示，7月非农就业人口增加52.8万人，失业率跌至3.5%，均回到2020年2月疫情前的水平。随后，9月美联储决议对应的互换合约利率一度飙升至3%，这表明，美联储届时加息50个基点几乎是板上钉钉，加息75个基点的概率已升至三分之二。而美联储正试图通过加息减缓经济增长，并给美国劳动力市场降温，以遏制近40年来的最高通胀。但周五的非农就业报告显示，经济仍在强劲增长，华尔街日报警告称，这可能使美联储官员得出结论，他们需要将利率提高到更高水平，并将利率在高水平保持更长时间，以冷却经济。因此，美联储主席鲍威尔明确表示，下次会议上再次大幅加息可能是合适的，但将取决于数据。本周以来，美联储官员频频释放“鹰派”信号，打破了提前结束加息的市场预期。其中，芝加哥联储主席埃文斯表示，如果经济如预期的那样放缓，将在9月份的会议上支持加息50个基点。但如果经济数据比预期更热，连续第三次加息75个基点也不是不可能的。从财经日历的时间点来看，最受瞩目的数据无疑是，下周将公布的美国7月CPI数据，以及定于8月25日至27日举行的杰克逊霍尔全球央行年会。杰克逊霍尔全球央行年会，可能成为美联储主席鲍威尔释放后续货币政策信号的关键窗口。在历史上，美联储经常会在杰克逊霍尔年会上宣布重大的货币政策进展。","news_type":1,"symbols_score_info":{"159945":1,"BRK.A":1,"BRK.B":1}},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905283130,"gmtCreate":1659909722325,"gmtModify":1703767421291,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905283130","repostId":"1151833716","repostType":4,"repost":{"id":"1151833716","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":1659747289,"share":"https://ttm.financial/m/news/1151833716?lang=en_US&edition=fundamental","pubTime":"2022-08-06 08:54","market":"hk","language":"zh","title":"Last night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1151833716","media":"老虎资讯综合","summary":"市场预测美联储第三次加息75个基点的概率接近70%。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。","content":"<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</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>Last night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning | Violent rate hike is expected to rekindle! Another \"epic\" demon stock \"\"\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\">2022-08-06 08:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: ① The U.S. non-farm payrolls data in July far exceeded expectations, strengthening market expectations that the Federal Reserve insists on aggressive rate hike to curb inflation; ② Hong Kong-funded securities firm Zhifu Financing soared 50 times on the first day of listing.<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%; ③ The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8th. Details > > Overseas markets</p><p>1. Non-agricultural data strengthens Fed rate hike expectations, U.S. stocks close mixed</p><p>US stocks U.S. stocks closed mixed on Friday. Both the Nasdaq and S&P 500 recorded gains this week. U.S. non-farm payrolls data in July far exceeded expectations, reinforcing market expectations that the Federal Reserve will insist on aggressive rate hike to curb inflation. The market predicts that the probability of the Fed's third rate hike of 75 basis points is close to 70%.</p><p>The Dow rose 76.65 points, or 0.23%, to 32803.47 points; The Nasdaq fell 63.03 points, or 0.50%, to 12657.55 points; The S&P 500 fell 6.75 points, or 0.16%, to 4,145.19 points.</p><p>2. Popular Chinese concept stocks closed mixed on Friday. Zhifu Capital once soared 50 times on the first day of listing<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>Fell nearly 10%</p><p>Popular Chinese concept stocks closed mixed on Friday, with the Nasdaq China Golden Dragon Index closing down 1.83%.</p><p>Hong Kong-funded securities firm Zhifu Financing closed up 2325.00% on the first day of listing, and the intraday increase once reached 5262%. The IPO issue price was only US $4, and the stock price once reached US $235.95 during the session, triggering multiple circuit breakers;<a href=\"https://laohu8.com/S/HKD\">AMTD Digital</a>After falling for three consecutive days, it closed down nearly 10%, and the stock price dropped by more than 70% from its peak.</p><p>3. Major European stock indexes collectively closed down, Germany's DAX30 index fell 0.6%</p><p>The U.S. monthly non-farm payrolls data performed stronger than expected, rate hike expectations heated up, and major European stock indexes collectively closed down. Among them, the German DAX30 index fell 0.6%,<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index fell 0.12%, the French CAC40 index fell 0.63%, and the European Stoxx 50 index fell 0.77%.</p><p>4. U.S. WTI crude oil closed up 0.5% on Friday and fell 9.7% this week.</p><p>International crude oil futures prices closed slightly higher on Friday, with U.S. WTI oil prices rebounding from their lowest level since February. But recession fears sent WTI crude oil recording a nearly 10% decline this week.</p><p>West Texas Intermediate crude oil (WTI) futures for September delivery rose 47 cents, or 0.53%, to settle at $89.01 a barrel on the New York Mercantile Exchange. WTI crude oil has fallen by more than 9.7% this week.</p><p>5. New York gold futures closed down 0.7% on Friday, and non-agricultural data put pressure on gold prices</p><p>U.S. gold futures prices closed lower on Friday. The U.S. non-farm payrolls report in July eased concerns about an economic recession, and at the same time strengthened market expectations that the Federal Reserve will adhere to aggressive tightening policies, putting pressure on gold futures prices.</p><p>The settlement price of gold futures for December delivery on the New York Mercantile Exchange closed down 0.7% at $1,778 an ounce.</p><p>International macro</p><p>1. The U.S. non-agricultural surge of 528,000 in July \"frightened\" the market! The Fed gets \"ammunition\" for tightening again</p><p>Both U.S. non-farm payrolls and the unemployment rate have returned to pre-pandemic levels.</p><p>Rising recession fears don't seem to be affecting the heat of the U.S. job market. Data released by the U.S. Bureau of Labor Statistics on the 5th showed that the number of new jobs in the U.S. non-agricultural sector jumped by 528,000 in July this year, significantly higher than the expected 258,000. The average of 388,000 in the previous four months was 388,000. In that month, the U.S. unemployment rate fell slightly by 0.1 percentage points to 3.5%, and the average hourly wage of employees increased by 5.2% year-on-year, higher than market expectations of 4.9%.</p><p>So far, the total non-farm employment population and unemployment rate in the United States have returned to pre-COVID-19 pandemic levels in February 2020, continuing to strengthen and support the hawkish stance of the Federal Reserve.</p><p>2. Hot employment data and market prices reflect the possibility of rate hike during the two meetings of the Federal Reserve</p><p>In response to the stronger-than-expected U.S. employment data in July, interest rate futures traders acknowledged that Fed policymakers may make another rate hike ahead of the next regular policy meeting in September.</p><p>In August, the price of Federal Funds rate futures once fell to 97.64, and the implied interest rate level was 2.36%, which was 3 basis points higher than the current effective Federal Funds rate. The current effective Federal Funds rate is within the Federal Funds rate target range of 2.25%-2.5% announced by the Federal Reserve on July 27.</p><p>The implied rate of interest rate futures then stabilised at around 2.345%, suggesting that there is little chance of a rate hike between the meetings. However, the unusually long interval between July and September may bring additional risks.</p><p>3. The U.S. job market recorded the second fastest recovery since 1981, and the Federal Reserve may rate hike by 75 basis points</p><p>The United States created 528,000 new non-farm jobs in July, more than twice what economists expected, and the job market returned to pre-epidemic levels.</p><p>While the labor market contraction during the pandemic was the worst in modern history, the rebound marked the second-fastest recovery of the job market since 1981. Michael Pearce, senior U.S. economist at Capital Economics, said that the non-farm payrolls report, which unexpectedly far exceeded expectations, also indicated that the Fed is likely to raise interest rates by 75 basis points at its September meeting, which will mark the third consecutive time that the Fed has raised interest rates by such a large margin. rate hike.</p><p>4. U.S. President Biden signed two bills to hold those who use the new crown relief bill to commit frauds accountable</p><p>On August 5, local time, U.S. President Biden signed two bipartisan bills to hold individuals and institutions accountable for using the COVID-19 relief bill to commit fraud. According to CNN, the two bills would extend the time limit for prosecuting fraudsters using the Paycheck Protection Program or the COVID-19 relief bill, extending the statute of limitations for criminal and civil enforcement against borrowers to 10 years. In his speech that day, Biden said, \"The U.S. government will let scammers pay back what they stole and hold them accountable according to the law.\"</p><p>5. New York state health officials warn: Reported cases are only the tip of the iceberg and hundreds of people are infected with polio</p><p>On August 4th, local time, health officials in New York State said that poliovirus was detected in sewage outside new york City, indicating that the virus was spreading in the community. Now these officials have once again warned that the reported cases are only the \"tip of the iceberg\" and hundreds more may be infected with poliovirus.</p><p>New York State Health Commissioner Dr. Mary Bassett said in a statement that in July, a case of polio (polio) was reported in Rockland County, New York, the first in the United States in nearly a decade. Later, sewage samples tested positive for the polio virus, suggesting a larger outbreak is on the way.</p><p>6. U.S. consumer credit surged by more than $40 billion, the second highest increase in history</p><p>U.S. consumer credit surged in June on a jump in credit card balances and a record increase in non-revolving credit, including auto and student loans.</p><p>Data released by the Federal Reserve on Friday showed that consumer credit increased by $40.2 billion from the previous month, second only to the record $47.1 billion in March. Economists expected a median increase of $27 billion. These figures are not adjusted for inflation.</p><p>Revolving credit balances, including credit cards, increased $14.8 billion and non-revolving credit increased $25.4 billion.</p><p>7. US President Biden still tested positive in Novel Coronavirus and is still in isolation</p><p>On August 5, local time, White House doctors said that US President Biden's Novel Coronavirus test result was still positive. At present, Biden's cough has almost completely improved, his body temperature, pulse, blood pressure, respiratory rate and other indicators are completely normal, and his lungs are clear. Biden is still in quarantine.</p><p>8. Canada's unemployment rate continues to remain historically low in July</p><p>On August 5, local time, the latest labor force survey released by Statistics Canada showed that despite the loss of 31,000 jobs in July, Canada's unemployment rate remained at a historical low of 4.9% in July, the same as in June.</p><p>Canada's labour market remains unusually tight, with more than 1 million vacancies across the country. The unemployment rate is the lowest on record.</p><p>The number of public sector employees declined, while the number of self-employed people increased, and the number of private sector workers remained little changed.</p><p>9. The U.S. Senate plans to vote on the inflation reduction bill on the 6th</p><p>According to a report by CBS on August 5, local time, the U.S. Senate plans to vote on the Inflation Reduction Act of 2022 on the 6th.</p><p>According to reports, after the Democratic Party agreed to change some tax proposals, the Senate made key progress on this bill. Senate Majority Leader Chuck Schumer said at a press conference on the same day that the bill agreement retained the original core contents including reducing the cost of prescription drugs, tackling climate change, plugging tax loopholes, strengthening taxes on large companies and the rich, and reducing deficits.</p><p>It is reported that the policies in the Inflation Reduction Act of 2022 include allocating $369 billion to combat climate change, Medicare's right to negotiate the price of certain drugs, limiting Medicare's out-of-pocket costs, and extending the Affordable Care Act Subsidy for 3 years.</p><p>The situation between Russia and Ukraine</p><p>1. The Moscow Exchange will allow non-residents from friendly countries to enter the forward market for trading from August 8</p><p>The Moscow Exchange of Russia announced on the evening of August 5th that non-residents from friendly countries will be allowed to enter the forward market for trading from August 8th. At the same time, the announcement said that it will announce later when non-residents of friendly countries will be allowed to enter the stock market for trading.</p><p>2. Foreign investors will return to the Russian blending market starting next Monday</p><p>On Friday local time, the Moscow Stock Exchange said that starting next Monday (August 8), investors from \"friendly\" countries will be allowed to return to the Russian stock, bond, REPO, and derivatives markets. Investors who have not imposed sanctions on Russia, or whose ultimate beneficiaries are Russians, will be allowed to trade in Russia.</p><p>Since the Russia-Ukraine conflict, in order to protect the Russian financial market, Russia has introduced a series of market support policies, and foreign investors' transactions have also been restricted.</p><p>Next, foreign investors' transactions will still be restricted, that is, only investors from \"friendly\" countries can trade. The Moscow Exchange pointed out that banks and brokerages providing trading services need to confirm the home country of customers.</p><p>3. Russian Deputy Prime Minister: The presidents of Russia and Turkey have reached a consensus on starting to pay part of Russian natural gas in rubles</p><p>On August 5, local time, Russian Deputy Prime Minister Novak said that Russian President Vladimir Putin and Turkish President Erdogan had reached a consensus on starting to pay part of the cost of natural gas supplied by Russia to Turkey through rubles.</p><p>On the same day, Russian President Vladimir Putin and Turkish President Erdogan held talks in Sochi, Russia, which lasted nearly four hours.</p><p>4. Russia announces sanctions against 62 Canadian citizens</p><p>On August 5, local time, the Russian Ministry of Foreign Affairs issued an announcement stating that in response to Canada's extension of anti-Russian sanctions on June 27 and July 7 this year, Russia decided to ban 62 Canadian citizens from entering Russia. These 62 people include government officials, media reporters, social activists and military officials.</p><p>Company News</p><p>1、<a href=\"https://laohu8.com/NW/2257117425\" target=\"_blank\">Oracle cuts hundreds of jobs this week, reports say</a></p><p>According to reports,<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>The company laid off hundreds of employees this week as IT prioritized growing its healthcare IT services and cloud businesses.</p><p>The report quoted people familiar with the matter as saying that the layoffs mainly hit<a href=\"https://laohu8.com/S/ORCL\">Oracle bone inscriptions</a>Employees in the advertising and customer experience departments.</p><p>Oracle's layoffs come as the company recently received regulatory approval to acquire electronic medical records company Cerner Corp for $28.3 billion, putting an increasing focus on the cloud<a href=\"https://laohu8.com/S/HCSG\">Healthcare services</a>。</p><p>2、<a href=\"https://laohu8.com/NW/2257486114\" target=\"_blank\">Another \"epic demon stock\"? Hong Kong-funded securities firm Zhifu Financing soared more than 50 times on the first day of listing</a></p><p>Following AMTD Digital, the U.S. stock market may usher in another epic monster stock. On the first day of listing, Hong Kong-funded securities firm Zhifu Financing soared more than 50 times, and its stock price hit a maximum of US $235.95 per share within the day, triggering circuit breakers several times during the session.</p><p>On Friday (August 5), Eastern Time, Zhifu Capital (stock code MEGL) officially landed in the U.S. stock market with an IPO price of US $4 per share. The company plans to publicly issue 5 million ordinary shares with an opening price of US $50. After violent fluctuations, it finally closed up 2325% to US $97 per share.</p><p>3、<a href=\"https://laohu8.com/NW/2257192191\" target=\"_blank\">AMTD Digital's wild rise turned into a rapid plunge, evaporating US $160 billion in market value in two days</a></p><p>The previously dizzying wild rise of a little-known Hong Kong financial services company came to an abrupt end, followed by a two-day plunge, and the market value of its US-listed stocks shrank by half.</p><p>AMTD Digital, which has been listed on the New York Stock Exchange for less than a month, hit a record high on Tuesday, but then plummeted 52% by Thursday's close, evaporating about $160 billion in its market value, more than<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>The current total market value of such companies.</p><p>On Friday, the stock price continued to fluctuate violently, swinging up and down, triggering a circuit breaker at least once. Despite this, AMTD Digital's trading volume is still very low: as of 9:55 a.m. New York time, there were less than 8,000 shares traded. The stock's total daily turnover has been less than 500,000 shares in each of the past four trading days.</p><p>4、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Will acquire consumer for approximately $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot Acceleration<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Business Growth</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMZN.O) announced Friday that it has agreed to acquire consumer for $61 per share for a total of about $1.7 billion<a href=\"https://laohu8.com/S/300024\">Robot</a>Company iRobot (IRBT.O). iRobot's most famous product is the Roomba vacuum cleaner, which will work with voice assistants Alexa and Astro<a href=\"https://laohu8.com/S/300024\">Robot</a>Wait together, join<a href=\"https://laohu8.com/S/AMZN\">Amazon</a><a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Home Features Checklist. Neil Saunders, managing director of GlobalData Retail, called the move part of Amazon's efforts to own some home space through services and accelerate its growth beyond retail. ABI Research analyst Lian Jye Su said Amazon hasn't had much success with home robots, but the acquisition of iRobot and the company's strong market reputation provide a \"huge foothold in the consumer robotics market\" that could help Amazon replicate its Echo line<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The success of the speaker box.</p><p>5、<a href=\"https://laohu8.com/NW/2257711744\" target=\"_blank\">U.S. technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single quarter</a></p><p>American technology giants collectively downsized, and Amazon lost nearly 100,000 employees in a single season.</p><p>Recently, the international technology giant Amazon (NASDAQ: AMZN) announced its financial report for the second quarter of 2022, with revenue of US $121.2 billion, a year-on-year increase of 7%, and a net loss of US $2 billion, compared with a net profit of US $7.8 billion in the same period last year. Combining the first two quarters of this year, Amazon's net loss was nearly $5.9 billion. It should be pointed out that this is the first time that Amazon has experienced a net loss in its semi-annual report since 2015.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151833716","content_text":"摘要：①美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期；②港资券商智富融资上市首日一度暴涨50倍，尚乘数科跌近10%；③莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易。详细>>海外市场1、非农数据强化联储加息预期美股收盘涨跌不一美股周五美股收盘涨跌不一。本周纳指与标普500指数均录得涨幅。美国7月非农就业数据远超预期，强化了美联储坚持激进加息以遏制通胀的市场预期。市场预测美联储第三次加息75个基点的概率接近70%。道指涨76.65点，涨幅为0.23%，报32803.47点；纳指跌63.03点，跌幅为0.50%，报12657.55点；标普500指数跌6.75点，跌幅为0.16%，报4145.19点。2、热门中概股周五收盘涨跌不一 智富融资上市首日一度暴涨50倍尚乘数科跌近10%热门中概股周五收盘涨跌不一，纳斯达克中国金龙指数收跌1.83%。港资券商智富融资上市首日收盘飙涨2325.00%，盘中涨幅一度达到5262%，IPO发行价仅为4美元，股价盘中一度达到235.95美元，并触发多次熔断；尚乘数科连跌三日，收跌近10%，股价较峰值回落逾70%。3、欧洲主要股指集体收跌德国DAX30指数跌0.6%美国月度非农就业数据表现强于预期，加息预期升温，欧洲主要股指集体收跌。其中，德国DAX30指数跌0.6%，英国富时100指数跌0.12%，法国CAC40指数跌0.63%，欧洲斯托克50指数跌0.77%。4、美国WTI原油周五收高0.5% 本周累计下挫9.7%国际原油期货价格周五小幅收高，其中美国WTI油价从2月份以来的最低水平反弹。但对经济衰退的担忧使本周WTI原油录得近10%的跌幅。纽约商品交易所9月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅为0.53%，收于每桶89.01美元。本周WTI原油累计下跌逾9.7%。5、纽约黄金期货周五收跌0.7% 非农数据令金价承压周五美国黄金期货价格收跌。美国7月非农就业报告缓解了对经济衰退的担忧，同时也强化了美联储将坚持积极紧缩政策的市场预期，令黄金期货价格承压。纽约商品交易所12月交割的黄金期货结算价收跌0.7%，收于每盎司1778美元。国际宏观1、美国7月非农暴增52.8万“吓坏”市场！美联储再获紧缩“弹药”美国非农就业总人口和失业率均已恢复至新冠大流行前的水平。不断攀升的衰退担忧似乎并没有影响到美国就业市场的炙热。美国劳工统计局5日公布的数据显示，今年7月美国非农业部门新增就业人数跳涨52.8万，显著高于预期的25.8万，此前4个月均值为38.8万。当月，美国失业率小幅下降0.1个百分点至3.5%，员工平均时薪同比增幅为5.2%，高于市场预期的4.9%。至此，美国非农就业总人口和失业率均已恢复至2020年2月新冠大流行前的水平，继续强化和支撑着美联储的鹰派立场。2、就业数据火热 市场价格体现美联储两次会议期间加息的可能性对美国7月就业数据强于预期，利率期货交易员的反应是：承认美联储决策者可能在下次于9月召开的例行政策会议之前再次加息。8月联邦基金利率期货价格一度跌至97.64，隐含的利率水平为2.36%，比当前有效联邦基金利率高出3个基点。目前有效联邦基金利率在美联储7月27日宣布的2.25%-2.5%这个联邦基金利率的目标区间之内。利率期货的隐含利率随后企稳在2.345%左右，表明两次会议之间加息的可能性微乎其微。然而，7月到9月这个异常长的会期间隔可能带来额外的风险。3、美国就业市场创下1981年来第二快复苏 美联储或再加息75基点美国7月新增非农就业52.8万人，为经济学家预期的两倍多，就业市场重回疫情前水平。尽管疫情期间的劳动力市场收缩是现代历史上最严重的，但此次反弹标志着就业市场创下1981年来第二快的复苏。凯投宏观资深美国经济学Michael Pearce称，意外远超预期的非农报告还表明美联储很可能在9月的会议上将利率提高75个基点，这将标志着美联储连续第三次以如此大的幅度加息。4、美国总统拜登签署两项法案 追究利用新冠纾困法案进行诈骗者的责任当地时间8月5日，美国总统拜登签署了两项两党法案，以追究利用新冠纾困法案实施欺诈的个人和机构的责任。据美国有线电视新闻网（CNN）报道，这两项法案将延长针对利用工资保护计划或新冠纾困法案进行欺诈者的起诉时限，将针对借款人的刑事和民事执法时效延长至10年。拜登当天在发表讲话时表示，“美国政府将让骗子偿还其偷来的东西，并根据法律追究其责任”。5、纽约州卫生官员警告：已报告病例只是冰山一角 还有数百人被感染脊髓灰质炎当地时间8月4日，美国纽约州卫生官员称，纽约市外污水中检测出脊髓灰质炎病毒，这表明这种病毒正在社区中传播。现在这些官员再度发出警告：已经报告的病例只是“冰山一角”，还有数百人可能被感染了脊髓灰质炎病毒。纽约州卫生专员玛丽·巴塞特博士在一份声明中表示，在7月份，纽约州洛克兰县报告出现了一例脊髓灰质炎(小儿麻痹症)病例，为近十年来美国首例，后来，污水样本检测出脊髓灰质炎病毒呈阳性，这表明一场更大的疫情正在爆发中。6、美国消费者信贷大增逾400亿美元，增幅为历史次高美国6月份消费者信贷飙升，原因是信用卡余额跃升、以及包括汽车和学生贷款在内的非循环信贷创纪录增加。美联储周五公布的数据显示，消费者信贷较前月增加402亿美元，增幅仅次于3月份时创纪录的471亿美元。经济学家预期中值为增加270亿美元。这些数字未经通胀调整。包括信用卡在内的循环信贷余额增加148亿美元，非循环信贷增加254亿美元。7、美国总统拜登新冠病毒检测结果仍呈阳性 依然处于隔离状态当地时间8月5日，白宫医生称，美国总统拜登新冠病毒检测结果仍呈阳性。目前拜登咳嗽差不多完全好转，体温、脉搏、血压、呼吸频率等指标完全正常，肺部畅通。拜登依然在隔离中。8、加拿大7月份失业率继续保持历史低位当地时间8月5日，加拿大统计局公布的最新劳动力调查显示，尽管7月份减少了31000个工作岗位，但加拿大的失业率在7月份保持在4.9%的历史低位，与6月份持平。加拿大劳动力市场依然异常紧张，全国有超过100万个职位空缺。失业率是有记录以来的最低水平。公共部门雇员人数下降，而个体经营者人数增加，私营部门工人的数量几乎没有变化。9、美国参议院拟于6日就通胀削减法案进行投票据美国哥伦比亚广播公司（CBS）当地时间8月5日报道，美国参议院拟定于6日对《2022年通胀削减法案》（Inflation Reduction Act）进行投票。据报道，民主党同意改变部分税收提案后，参议院就此法案取得了关键性进展。参议院多数党领袖查克·舒默当天在新闻发布会上表示，法案协议保留了原先包括降低处方药成本、应对气候变化、堵塞税收漏洞、加强对大型公司和富人税收以及减少赤字等核心内容。据悉，《2022年通胀削减法案》中的政策包括拨款3690亿美元用于应对气候变化，医疗保险有权就某些药品的价格谈判，限制医疗保险的自付费成本，以及延长《平价医疗法案》补贴3年。俄乌局势1、莫斯科交易所将从8月8日起允许来自友好国家的非居民进入远期市场进行交易俄罗斯莫斯科交易所8月5日晚发布公告称，从8月8日起将允许来自友好国家的非居民进入远期市场进行交易。公告同时称，将在稍晚时间宣布何时允许友好国家非居民进入股票市场进行交易。2、下周一开始 外国投资者将重返俄罗斯交融市场当地时间周五，莫斯科交易所表示，下周一(8月8日)开始，将允许那些“友好”国家的投资者重返俄罗斯股票、债券、REPO、以及衍生品市场。那些没有对俄罗斯施加制裁、或那些最终受益者为俄罗斯人的投资者将获准在俄罗斯交易。自俄乌冲突以来，为了保护俄罗斯金融市场，俄罗斯出台了一系列托市政策，外国投资者的交易也受到了限制。接下来，外国投资者的交易依然会受到限制，即仅限“友好”国家的投资者进行交易。莫斯科交易所指出，提供交易服务的银行和券商需要确认客户的母国。3、俄罗斯副总理：俄土总统已就启动用卢布支付俄天然气部分费用达成共识当地时间8月5日，俄罗斯副总理诺瓦克表示，俄罗斯总统普京和土耳其总统埃尔多安已就启动通过卢布支付俄罗斯向土耳其供应的天然气的部分费用达成共识。当天，俄罗斯总统普京与土耳其总统埃尔多安在俄罗斯索契举行会谈，会谈持续了近4个小时。4、俄罗斯宣布制裁62名加拿大公民当地时间8月5日，俄罗斯外交部发布公告称，作为对加拿大今年6月27日和7月7日再次延长反俄制裁的回应，俄罗斯决定禁止62名加拿大公民入境俄罗斯。这62人中包括政府官员、媒体记者、社会活动家和军方相关人士。公司新闻1、报道称甲骨文本周裁员数百人据报道，甲骨文公司本周解雇了数百名员工，因该公司优先发展其医疗保健IT服务和云业务。报道援引知情人士称，裁员主要打击了甲骨文广告和客户体验部门的员工。甲骨文裁员之际，该公司近期获得监管部门批准以283亿美元收购电子医疗记录公司Cerner Corp，愈发重视云医疗保健服务。2、又一“史诗级妖股”？港资券商智富融资上市首日一度暴涨50余倍继尚乘数科之后，美股市场或许又将迎来一只史诗级妖股。港资券商智富融资上市首日一度暴涨50余倍，股价日内最高触及235.95美元/股，盘中多次触发熔断。美东时间周五（8月5日），智富融资（股票代码MEGL）正式登陆美股市场，IPO价格为4美元/股，公司计划公开发行500万普通股，开盘价为50美元，剧烈波动之后，最终收盘涨2325%，报97美元/股。3、尚乘数科的狂野上涨变成极速暴跌 两天蒸发1600亿美元市值鲜为人知的一家香港金融服务公司此前令人目眩的狂野上涨戛然而止，紧跟着两天暴跌，其在美国上市的股票市值缩水一半。在纽约证交所上市不到一个月的尚乘数科，股价周二创历史新高，但随后到周四收盘累计暴跌52％，市值蒸发约1600亿美元，超过英特尔、摩根士丹利和高盛之类公司当前的总市值。周五，股价继续剧烈波动，涨跌摇摆，至少一次触发熔断。尽管如此，尚乘数科的成交量仍然非常低：截至纽约时间上午9：55，成交量还不到8000股。过去四个交易日，该股的日成交总量均不到50万股。4、亚马逊将以约17亿美元收购消费类机器人公司iRobot 加速智能家居业务增长亚马逊(AMZN.O)周五宣布已同意以每股61美元、总价约17亿美元的价格收购消费类机器人公司iRobot(IRBT.O)。iRobot最有名的产品是Roomba真空吸尘器，它将与语音助手Alexa、Astro机器人等一起，加入亚马逊智能家居功能清单。GlobalData Retail董事总经理Neil Saunders称，此举是亚马逊通过服务拥有部分家庭空间，并加速其零售业以外的增长的努力的一部分。ABI Research分析师Lian Jye Su称，亚马逊在家用机器人方面还没有取得多大成功，但对iRobot的收购和该公司强大的市场声誉提供了一个“消费机器人市场的巨大立足点”，可以帮助亚马逊复制其Echo系列智能音箱的成功。5、美国科技巨头集体缩编，亚马逊单季减员近十万美国科技巨头集体缩编，亚马逊单季减员近十万。近日，国际科技巨头亚马逊(NASDAQ:AMZN)公布了2022年第二季度财报，收入为1212亿美元，同比增长7%，净亏损达20亿美元，而上年同期实现净利润78亿美元。综合今年前两个季度，亚马逊净亏损近59亿美元。需要指出的是，这是亚马逊自2015年以来半年报首次出现净亏损。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905283960,"gmtCreate":1659909708353,"gmtModify":1703767420955,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9905283960","repostId":"2257452191","repostType":4,"isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902971460,"gmtCreate":1659650325052,"gmtModify":1705586636190,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9902971460","repostId":"1127739704","repostType":4,"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902971699,"gmtCreate":1659650314013,"gmtModify":1705586635706,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9902971699","repostId":"1160989938","repostType":4,"repost":{"id":"1160989938","kind":"news","pubTimestamp":1659625717,"share":"https://ttm.financial/m/news/1160989938?lang=en_US&edition=fundamental","pubTime":"2022-08-04 23:08","market":"hk","language":"zh","title":"Anti-COVID-19 oral drug manufacturer Real Biotech submits listing application to the Hong Kong Stock Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989938","media":"华尔街见闻","summary":"真实生物的核心产品阿兹夫定为具有广谱抗病毒活性的创新药物。","content":"<p><html><head></head><body>According to Hong Kong Stock Exchange documents: Real Biotechnology Co., Ltd. submitted a listing application to Hong Kong Stock Exchange. The sponsor is CICC.</p><p>Azivudine, the core product of Real Bio, is an innovative drug with broad-spectrum antiviral activity. It has been conditionally approved by the NMPA for the treatment of HIV infection and COVID-19 in July 2021 and July 2022, respectively. It is the first oral direct antiviral drug developed by a Chinese company approved by the NMPA for the treatment of COVID-19. The company is fully prepared to start the commercial sale of Azivudine.</p><p>Real Bio disclosed in the document that it has entered into strategic agreements with a number of leading pharmaceutical manufacturers in China (including Peking Union Medical College) to produce and supply the active pharmaceutical ingredients (APIs) and tablets of azvudine for the company. The company also has its own production capacity, with an annual production capacity of approximately one billion tablets of azvudine. The company believes that based on the combination of self-owned and contracted production capacity, it will be able to produce a sufficient amount of azvudine to meet market demand.</p><p></body></html></p>","source":"highlight_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>Anti-COVID-19 oral drug manufacturer Real Biotech submits listing application to the Hong Kong Stock Exchange</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\">\nAnti-COVID-19 oral drug manufacturer Real Biotech submits listing application to the Hong Kong Stock Exchange\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\">2022-08-04 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to Hong Kong Stock Exchange documents: Real Biotechnology Co., Ltd. submitted a listing application to Hong Kong Stock Exchange. The sponsor is CICC.</p><p>Azivudine, the core product of Real Bio, is an innovative drug with broad-spectrum antiviral activity. It has been conditionally approved by the NMPA for the treatment of HIV infection and COVID-19 in July 2021 and July 2022, respectively. It is the first oral direct antiviral drug developed by a Chinese company approved by the NMPA for the treatment of COVID-19. The company is fully prepared to start the commercial sale of Azivudine.</p><p>Real Bio disclosed in the document that it has entered into strategic agreements with a number of leading pharmaceutical manufacturers in China (including Peking Union Medical College) to produce and supply the active pharmaceutical ingredients (APIs) and tablets of azvudine for the company. The company also has its own production capacity, with an annual production capacity of approximately one billion tablets of azvudine. The company believes that based on the combination of self-owned and contracted production capacity, it will be able to produce a sufficient amount of azvudine to meet market demand.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/livenews/2234686\">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/9da5a07e39259fa2f511a16e6b7f95df","relate_stocks":{"159718":"港股医药"},"source_url":"https://wallstreetcn.com/livenews/2234686","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1160989938","content_text":"据港交所文件：真实生物科技有限公司向港交所提交上市申请书。保荐机构为中金公司。真实生物的核心产品阿兹夫定为具有广谱抗病毒活性的创新药物，已分别于2021年7月及2022年7月获国家药监局附条件批准用于治疗HIV感染及COVID-19，为中国公司研发的首个获国家药监局批准用于治疗COVID-19的口服直接抗病毒药物。公司已做好充分准备以启动阿兹夫定的商业销售。真实生物在文件中披露，已与中国多家领先药品制造商（包括北京协和）订立战略协议，为公司生产及供应阿兹夫定的活性药物成分（API）及片剂。公司亦具备自行生产能力，年产能约为十亿片剂阿兹夫定。公司认为，基于自有及合约产能的结合将能够生产足够数量的阿兹夫定以满足市场需求。","news_type":1,"symbols_score_info":{"159718":0.9}},"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902971100,"gmtCreate":1659650299902,"gmtModify":1705586635383,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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/9902971100","repostId":"1185387176","repostType":4,"repost":{"id":"1185387176","kind":"news","pubTimestamp":1659579807,"share":"https://ttm.financial/m/news/1185387176?lang=en_US&edition=fundamental","pubTime":"2022-08-04 10:23","market":"us","language":"zh","title":"How does the \"dollar circulation\" harvest your wealth and mine?","url":"https://stock-news.laohu8.com/highlight/detail?id=1185387176","media":"投资喵喵喵","summary":"美元环流，是指随着美联储释放和收缩美元，对全球资产价格产生的冲刷作用。","content":"<p><html><head></head><body><b>The circulation of the US dollar refers to the erosion effect on global asset prices as the Federal Reserve releases and contracts the US dollar.</b></p><p>Why can the US dollar have such a big impact around the world?</p><p>On the one hand, since the establishment of the Bretton Woods system in the last century, the US dollar has been bound to gold and oil successively, establishing its hegemonic position. Since then, the world trade settlement and foreign exchange reserves have adopted the US dollar;</p><p>On the other hand, a large part of the funds released by the United States through easing policies have participated in international carry trades, making use of the interest difference and exchange rate difference between countries to earn profits, that is, from the low-interest United States to emerging market countries with great economic potential and high interest rates, and then flowing back to the United States when the US dollar shrinks, forming an international circulation system of the US dollar.</p><p><b>These include the \"hot circulation\" formed by the release of currency and the depreciation of the US dollar;</b></p><p><b>It also includes the \"cold circulation\" formed by the U.S. debt shrinking balance sheet and the appreciation of the U.S. dollar.</b></p><p>Next, let's take a look at how the two circulations are promoted and what kind of impact they have on our lives.</p><p><b>Opening the sluice and discharging water of thermal circulation</b></p><p><img src=\"https://static.tigerbbs.com/9e68569a962fa2ea3f8ced52df7d421b\" tg-width=\"630\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>In order to boost its own economy, the United States roughly has two operations: one is a more conventional interest rate cut, and the other is a hot quantitative easing in recent years, which is what we often call QE.</p><p><b>1) Interest rate cuts</b></p><p><b>The Federal Reserve's interest rate cut refers to lowering Federal Funds rate.</b>This is the interest rate of the US interbank offered market, which directly affects the capital cost of commercial banks, and thus indirectly affects the interest rate level of the entire US banking industry.</p><p>Its effect is mainly to reduce people's desire to save and stimulate consumption; While stimulating the economy by reducing corporate borrowing costs. This process will also release a certain amount of liquidity, but in terms of the amount of funds, it is far less direct and violent than QE.</p><p><b>2) quantitative easing</b></p><p>And the specific operation of QE is<b>The Federal Reserve quantitatively \"generates\" a sum of money out of thin air,</b>To buy Treasury Bond and mortgage-backed securities from major banks.<b>Just like you go to the supermarket with a money printing machine, the purpose is not to buy anything, but to support the supermarket.</b></p><p><img src=\"https://static.tigerbbs.com/033d9eb6d331054241582a541979580c\" tg-width=\"480\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p><b>On the one hand, this process will increase market demand for Treasury Bond,</b>When the price of Treasury Bond rises, the yield will decrease, and the market interest rate against the benchmark Treasury Bond interest rate will be lowered accordingly, thus reducing the borrowing cost of the market;</p><p><b>On the other hand, the bonds in the hands of banks are exchanged for cash, and the supply of base money increases.</b>There is more capital to create money, thus increasing the cash in circulation.</p><p>The shrinking balance sheet that the media usually refers to refers to the reduction of QE, that is, the Federal Reserve reduces the base money supply by reducing the scale of bond purchases, thereby tightening the money in circulation.</p><p><b>Global conduction of heat circulation</b></p><p><b>Active diffusion</b></p><p>First of all, when the United States started the interest rate cut cycle and launched the quantitative easing, a large amount of dollars flowed into the U.S. financial system and real economy, resulting in a situation of oversupply of funds.</p><p>In order to obtain higher returns, excessive funds took the lead in pouring into the local stock market, bond market and property market, causing U.S. stocks and house prices to rise.</p><p>At the same time, the cost of market capital is low, and the bonds in the hands of financial institutions that can continue to generate income are bought by the Federal Reserve and exchanged for dry cash.<b>This has resulted in a situation where institutions still have a large amount of money in their hands while domestic yields in the United States have declined.</b></p><p>As a result, many American financial institutions have turned their attention to overseas markets.</p><p><img src=\"https://static.tigerbbs.com/a84b76ba2ddddf85c4dadf6f05a79aa7\" tg-width=\"783\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>On the one hand, these capitals deposit money in emerging market countries with large interest rate spreads through carry trading to earn excess returns;</p><p>On the other hand, they invest in overseas construction projects by directly investing in stocks, bonds and real estate in overseas markets, or by establishing joint ventures, commercial mergers and acquisitions, transferring equity or increasing capital.</p><p><b>In this process, due to the inflow of excessive capital, wherever there is room for appreciation, there will be capital to buy low and sell high to earn the difference, which will correspondingly raise the price of overseas assets.</b></p><p><b>Passive diffusion</b></p><p>As the Federal Reserve continues to cut interest rates and broaden its balance sheet, the amount of funds in the market is abundant, and the cost of borrowing dollars has dropped to an extremely low level (even approaching zero).</p><p>At this time, if US dollar bonds are issued in the international market or loans are borrowed from American banking institutions, the interest rate is extremely low.<b>This low-interest dollar is simply an irresistible temptation for enterprises with overseas financing needs.</b></p><p>After all, when the economy is improving, it is king to borrow a lot of money → invest → make a profit, so that the wheel of making money can move as soon as possible.</p><p>Take real estate companies as an example. Borrowing US $10 billion to speed up the acquisition of land and selling houses in Gai Lou, in the face of double-digit profits, the interest rate of 1%-2% is insignificant.</p><p><b>However, it should be noted that overseas enterprises borrowing US dollars will also cause the increase of local currency.</b></p><p>For example, a Chinese enterprise borrowed a foreign debt of $10 billion, but it could not be directly used domestically. It needed to sell it to a bank first, then the bank sold it to the central bank, and finally put it in the central bank's foreign exchange reserve pool. In this process, in order to maintain the stability of the RMB value (assuming that the exchange rate between the US dollar and the RMB is 1: 6), the central bank needs to print an extra 6 RMB out of thin air for every US dollar borrowed, and then hand over the newly created 60 billion RMB to the enterprise. Therefore, while foreign exchange reserves are rising, the local currency in circulation in the market is also increasing.</p><p><b>In a word, enterprises use their own credit as guarantee to create a foreign exchange reserve and an equivalent RMB out of thin air.</b></p><p>If there are more Chinese-funded enterprises borrowing US dollars, a lot of money will be generated out of thin air in the domestic market. If excess money chases limited assets, asset prices will be pushed up.</p><p><b>Transfer of liabilities for thermal circulation</b></p><p>Therefore, enterprises carrying US dollar liabilities will increase the circulation of local currency and push up asset prices;<b>But at the same time, the rise in asset prices will gradually transfer liabilities to downstream consumers.</b>Let's take an example:</p><p>Suppose the house price was 20,000 square meters in 2015, and it would cost you 2 million to buy 100 square meters. However, due to the rise in real estate prices, the house price has changed from 20,000 to 40,000, so the house price of 100 square meters will double from 2 million to 4 million.</p><p><img src=\"https://static.tigerbbs.com/766aa8339c5640e46b6587f05166d97b\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>But at the same time, your income hasn't doubled. This means borrowing more mortgages to be able to afford a house. It used to be enough to borrow 1.5 million, but now you may have to borrow 3 million.<b>This kind of asset price growth rate exceeds the income growth rate, which causes the personal debt ratio to rise sharply.</b></p><p>Looking back at the whole process, the debt is passed on from the enterprise side to the downstream consumers, that is, the heads of ordinary people.</p><p>Therefore, after the US dollar starts the \"hot circulation\" and flocks to the world, it will lead to the expansion of local currencies of various countries, and at the same time, there will be the consequences of asset price inflation and liabilities increase.<b>This is like the process of blowing bubbles, and the whole process is relatively gentle.</b></p><p><b>Circulation reverse, hot and cold alternate</b></p><p><b>As the \"hot circulation\" of the US dollar continues,</b>When the direction of the Federal Reserve's monetary policy remains unchanged and new dollars are constantly injected into the market, everything is fine.<b>Because cheap dollars are everywhere, the rolling debt of borrowing new and repaying old debts is maintained.</b></p><p><img src=\"https://static.tigerbbs.com/555cf57d55dca8983fcc3e9ad57c7a03\" tg-width=\"709\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>However, when the direction reverses and the \"cold circulation\" starts, that is, the Federal Reserve shifts from the interest rate cut cycle to the rate hike cycle, the global US dollar will gradually cool and shrink, and no new US dollars will flood into the international market. At the same time, overseas capital will return to the United States to avoid risks, resulting in The scarcity of the US dollar and the emergence of a US dollar shortage, which in turn pushes up the US dollar to strengthen. The strength of the US dollar has intensified the trend of US dollar return.</p><p>At the same time, as the U.S. dollar becomes scarce, institutions carrying U.S. dollar debt around the world need to sell their assets and run on the central bank's U.S. dollar reserves to repay U.S. dollar liabilities. Just as borrowing dollar debt will create a foreign exchange reserve and an equivalent RMB at the same time, in the same way,<b>When running on the country's foreign exchange reserves, a large amount of local currency will be exchanged for the US dollar, resulting in a sharp local currency tightening.</b></p><p>With the tightening of local currency coupled with capital outflows, a country's stock market or property market will often experience panic selling due to the loss of liquidity support, leading to a crash.</p><p>At the same time, due to<b>Debt rigidity</b>The existence of the Federal Reserve's rate hike has increased the financing cost of the US dollar (interest rate pressure), and the strengthening of the US dollar will also cause companies to use more local currency to exchange for the US dollar to repay debts (exchange rate pressure), coupled with the impact of the economic downturn (reduced income), everything It has become more and more difficult,<b>It is easy to cause a dollar repayment crisis.</b></p><p><img src=\"https://static.tigerbbs.com/4d3060c084921ce8054d4050f49299d6\" tg-width=\"484\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>The solvency crisis of the US dollar will trigger asset selling, US dollar run, asset price collapse, capital flight, etc.... A series of vicious chain reactions will get out of control.<b>This is like the process of popping a bubble. It is rapid and violent, and it causes great damage.</b></p><p><b>It's a little cold this winter</b></p><p><b>Global economy-cold weather overflowing</b></p><p>At present, the US dollar accounts for 41% and 59% of the world trade settlement system and foreign exchange reserve currency respectively. Although it has been weakened, its hegemony remains the same, while the RMB accounts for 2.7% and 2.9% respectively. There is still a long way to go to internationalization.</p><p><img src=\"https://static.tigerbbs.com/ddb89f7800feeb8ebaed9dbaad064bc8\" tg-width=\"1000\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></p><p>Taken together, it is currently in the stage of \"cold circulation\". After the Federal Reserve adopted tightening monetary policy, many countries were forced to follow the Federal Reserve's rate hike in order to hedge against the impact of capital outflows.</p><p>And just on July 27,<b>The Federal Reserve said it would accelerate the \"shrinking balance sheet\" from September as planned, while raising interest rates to at least 3.5% within the year.</b>This means that the amount of money base in the United States contracts. Without increasing the money multiplier (economic demand expands),<b>The probability of accelerated contraction of the global dollar will increase.</b></p><p><b>\"The United States takes medicine for colds all over the world\",</b>This means that the world will also enter a policy cycle of monetary tightening, and this winter is expected to be very cold.</p><p><b>Domestic Risks-The Thunder Continues</b></p><p>The \"cold circulation\" is at the right time, and the repayment pressure of Chinese US dollar bonds is increasing.</p><p>At present, in China, the credit risk of US dollar bonds is still concentrated in the real estate industry. As of June 30, 2022, a total of 161 Chinese-funded US dollar bonds have defaulted, of which the real estate industry accounts for 52.80%, and the scale of defaults in the past three years has been increasing year by year. trend.</p><p><img src=\"https://static.tigerbbs.com/492bf073d34c5e0a5f62652a76f8541b\" tg-width=\"640\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p>With the thunderstorm of US dollar bonds of large real estate companies such as Evergrande, Fantasia, Sunac, and Logan,<b>The credit of Chinese-funded real estate companies has been damaged, and the strategy of \"borrowing the new to repay the old\" is struggling.</b></p><p>In the second half of 2022, Chinese-funded US dollar bonds will usher in the peak of debt repayment, with a total maturity scale of more than 140 billion US dollars. At the same time, it is also the concentrated maturity time of the bonds of the exchange offer. Next, we should focus on the sales payment of real estate companies to measure their default risk.</p><p><b>Domestic economy-hesitation</b></p><p><b>At the end of July, the bill discount rate hit a new low for the year, indicating that there is some pressure on credit supply at present.</b>Generally speaking, at the end of the month and the end of the year, commercial banks often use bill financing to increase the credit scale, which leads to a rapid decline in bill interest rates.</p><p>At the same time, the domestic July PMI (Purchasing Managers Index) data released on July 31 was also significantly lower than expected.</p><p>To sum up, the above two points reflect<b>The domestic economy is still suffering from sluggish demand and insufficient confidence.</b></p><p><b>Waiting for recovery</b></p><p><img src=\"https://static.tigerbbs.com/b7e25ee6a9c74f1416220f7b448bf8d7\" tg-width=\"613\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>From a policy perspective, the Politburo meeting held on July 28 made arrangements in terms of 1) promoting credit easing, 2) stabilizing real estate and ensuring delivery of buildings, and 3) ensuring supply and prices. Steady growth is expected to continue to exert its strength, and economic development will improve in the long term, but it still takes time to repair.</p><p>The author thinks what we can do now is<b>Be patient, keep sharp, control your position, and wait for the opportunity.</b></p><p></body></html></p>","source":"lsy1659579874789","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>How does the \"dollar circulation\" harvest your wealth and mine?</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\">\nHow does the \"dollar circulation\" harvest your wealth and mine?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">投资喵喵喵</strong><span class=\"h-time small\">2022-08-04 10:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>The circulation of the US dollar refers to the erosion effect on global asset prices as the Federal Reserve releases and contracts the US dollar.</b></p><p>Why can the US dollar have such a big impact around the world?</p><p>On the one hand, since the establishment of the Bretton Woods system in the last century, the US dollar has been bound to gold and oil successively, establishing its hegemonic position. Since then, the world trade settlement and foreign exchange reserves have adopted the US dollar;</p><p>On the other hand, a large part of the funds released by the United States through easing policies have participated in international carry trades, making use of the interest difference and exchange rate difference between countries to earn profits, that is, from the low-interest United States to emerging market countries with great economic potential and high interest rates, and then flowing back to the United States when the US dollar shrinks, forming an international circulation system of the US dollar.</p><p><b>These include the \"hot circulation\" formed by the release of currency and the depreciation of the US dollar;</b></p><p><b>It also includes the \"cold circulation\" formed by the U.S. debt shrinking balance sheet and the appreciation of the U.S. dollar.</b></p><p>Next, let's take a look at how the two circulations are promoted and what kind of impact they have on our lives.</p><p><b>Opening the sluice and discharging water of thermal circulation</b></p><p><img src=\"https://static.tigerbbs.com/9e68569a962fa2ea3f8ced52df7d421b\" tg-width=\"630\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>In order to boost its own economy, the United States roughly has two operations: one is a more conventional interest rate cut, and the other is a hot quantitative easing in recent years, which is what we often call QE.</p><p><b>1) Interest rate cuts</b></p><p><b>The Federal Reserve's interest rate cut refers to lowering Federal Funds rate.</b>This is the interest rate of the US interbank offered market, which directly affects the capital cost of commercial banks, and thus indirectly affects the interest rate level of the entire US banking industry.</p><p>Its effect is mainly to reduce people's desire to save and stimulate consumption; While stimulating the economy by reducing corporate borrowing costs. This process will also release a certain amount of liquidity, but in terms of the amount of funds, it is far less direct and violent than QE.</p><p><b>2) quantitative easing</b></p><p>And the specific operation of QE is<b>The Federal Reserve quantitatively \"generates\" a sum of money out of thin air,</b>To buy Treasury Bond and mortgage-backed securities from major banks.<b>Just like you go to the supermarket with a money printing machine, the purpose is not to buy anything, but to support the supermarket.</b></p><p><img src=\"https://static.tigerbbs.com/033d9eb6d331054241582a541979580c\" tg-width=\"480\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/></p><p><b>On the one hand, this process will increase market demand for Treasury Bond,</b>When the price of Treasury Bond rises, the yield will decrease, and the market interest rate against the benchmark Treasury Bond interest rate will be lowered accordingly, thus reducing the borrowing cost of the market;</p><p><b>On the other hand, the bonds in the hands of banks are exchanged for cash, and the supply of base money increases.</b>There is more capital to create money, thus increasing the cash in circulation.</p><p>The shrinking balance sheet that the media usually refers to refers to the reduction of QE, that is, the Federal Reserve reduces the base money supply by reducing the scale of bond purchases, thereby tightening the money in circulation.</p><p><b>Global conduction of heat circulation</b></p><p><b>Active diffusion</b></p><p>First of all, when the United States started the interest rate cut cycle and launched the quantitative easing, a large amount of dollars flowed into the U.S. financial system and real economy, resulting in a situation of oversupply of funds.</p><p>In order to obtain higher returns, excessive funds took the lead in pouring into the local stock market, bond market and property market, causing U.S. stocks and house prices to rise.</p><p>At the same time, the cost of market capital is low, and the bonds in the hands of financial institutions that can continue to generate income are bought by the Federal Reserve and exchanged for dry cash.<b>This has resulted in a situation where institutions still have a large amount of money in their hands while domestic yields in the United States have declined.</b></p><p>As a result, many American financial institutions have turned their attention to overseas markets.</p><p><img src=\"https://static.tigerbbs.com/a84b76ba2ddddf85c4dadf6f05a79aa7\" tg-width=\"783\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>On the one hand, these capitals deposit money in emerging market countries with large interest rate spreads through carry trading to earn excess returns;</p><p>On the other hand, they invest in overseas construction projects by directly investing in stocks, bonds and real estate in overseas markets, or by establishing joint ventures, commercial mergers and acquisitions, transferring equity or increasing capital.</p><p><b>In this process, due to the inflow of excessive capital, wherever there is room for appreciation, there will be capital to buy low and sell high to earn the difference, which will correspondingly raise the price of overseas assets.</b></p><p><b>Passive diffusion</b></p><p>As the Federal Reserve continues to cut interest rates and broaden its balance sheet, the amount of funds in the market is abundant, and the cost of borrowing dollars has dropped to an extremely low level (even approaching zero).</p><p>At this time, if US dollar bonds are issued in the international market or loans are borrowed from American banking institutions, the interest rate is extremely low.<b>This low-interest dollar is simply an irresistible temptation for enterprises with overseas financing needs.</b></p><p>After all, when the economy is improving, it is king to borrow a lot of money → invest → make a profit, so that the wheel of making money can move as soon as possible.</p><p>Take real estate companies as an example. Borrowing US $10 billion to speed up the acquisition of land and selling houses in Gai Lou, in the face of double-digit profits, the interest rate of 1%-2% is insignificant.</p><p><b>However, it should be noted that overseas enterprises borrowing US dollars will also cause the increase of local currency.</b></p><p>For example, a Chinese enterprise borrowed a foreign debt of $10 billion, but it could not be directly used domestically. It needed to sell it to a bank first, then the bank sold it to the central bank, and finally put it in the central bank's foreign exchange reserve pool. In this process, in order to maintain the stability of the RMB value (assuming that the exchange rate between the US dollar and the RMB is 1: 6), the central bank needs to print an extra 6 RMB out of thin air for every US dollar borrowed, and then hand over the newly created 60 billion RMB to the enterprise. Therefore, while foreign exchange reserves are rising, the local currency in circulation in the market is also increasing.</p><p><b>In a word, enterprises use their own credit as guarantee to create a foreign exchange reserve and an equivalent RMB out of thin air.</b></p><p>If there are more Chinese-funded enterprises borrowing US dollars, a lot of money will be generated out of thin air in the domestic market. If excess money chases limited assets, asset prices will be pushed up.</p><p><b>Transfer of liabilities for thermal circulation</b></p><p>Therefore, enterprises carrying US dollar liabilities will increase the circulation of local currency and push up asset prices;<b>But at the same time, the rise in asset prices will gradually transfer liabilities to downstream consumers.</b>Let's take an example:</p><p>Suppose the house price was 20,000 square meters in 2015, and it would cost you 2 million to buy 100 square meters. However, due to the rise in real estate prices, the house price has changed from 20,000 to 40,000, so the house price of 100 square meters will double from 2 million to 4 million.</p><p><img src=\"https://static.tigerbbs.com/766aa8339c5640e46b6587f05166d97b\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/></p><p>But at the same time, your income hasn't doubled. This means borrowing more mortgages to be able to afford a house. It used to be enough to borrow 1.5 million, but now you may have to borrow 3 million.<b>This kind of asset price growth rate exceeds the income growth rate, which causes the personal debt ratio to rise sharply.</b></p><p>Looking back at the whole process, the debt is passed on from the enterprise side to the downstream consumers, that is, the heads of ordinary people.</p><p>Therefore, after the US dollar starts the \"hot circulation\" and flocks to the world, it will lead to the expansion of local currencies of various countries, and at the same time, there will be the consequences of asset price inflation and liabilities increase.<b>This is like the process of blowing bubbles, and the whole process is relatively gentle.</b></p><p><b>Circulation reverse, hot and cold alternate</b></p><p><b>As the \"hot circulation\" of the US dollar continues,</b>When the direction of the Federal Reserve's monetary policy remains unchanged and new dollars are constantly injected into the market, everything is fine.<b>Because cheap dollars are everywhere, the rolling debt of borrowing new and repaying old debts is maintained.</b></p><p><img src=\"https://static.tigerbbs.com/555cf57d55dca8983fcc3e9ad57c7a03\" tg-width=\"709\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>However, when the direction reverses and the \"cold circulation\" starts, that is, the Federal Reserve shifts from the interest rate cut cycle to the rate hike cycle, the global US dollar will gradually cool and shrink, and no new US dollars will flood into the international market. At the same time, overseas capital will return to the United States to avoid risks, resulting in The scarcity of the US dollar and the emergence of a US dollar shortage, which in turn pushes up the US dollar to strengthen. The strength of the US dollar has intensified the trend of US dollar return.</p><p>At the same time, as the U.S. dollar becomes scarce, institutions carrying U.S. dollar debt around the world need to sell their assets and run on the central bank's U.S. dollar reserves to repay U.S. dollar liabilities. Just as borrowing dollar debt will create a foreign exchange reserve and an equivalent RMB at the same time, in the same way,<b>When running on the country's foreign exchange reserves, a large amount of local currency will be exchanged for the US dollar, resulting in a sharp local currency tightening.</b></p><p>With the tightening of local currency coupled with capital outflows, a country's stock market or property market will often experience panic selling due to the loss of liquidity support, leading to a crash.</p><p>At the same time, due to<b>Debt rigidity</b>The existence of the Federal Reserve's rate hike has increased the financing cost of the US dollar (interest rate pressure), and the strengthening of the US dollar will also cause companies to use more local currency to exchange for the US dollar to repay debts (exchange rate pressure), coupled with the impact of the economic downturn (reduced income), everything It has become more and more difficult,<b>It is easy to cause a dollar repayment crisis.</b></p><p><img src=\"https://static.tigerbbs.com/4d3060c084921ce8054d4050f49299d6\" tg-width=\"484\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>The solvency crisis of the US dollar will trigger asset selling, US dollar run, asset price collapse, capital flight, etc.... A series of vicious chain reactions will get out of control.<b>This is like the process of popping a bubble. It is rapid and violent, and it causes great damage.</b></p><p><b>It's a little cold this winter</b></p><p><b>Global economy-cold weather overflowing</b></p><p>At present, the US dollar accounts for 41% and 59% of the world trade settlement system and foreign exchange reserve currency respectively. Although it has been weakened, its hegemony remains the same, while the RMB accounts for 2.7% and 2.9% respectively. There is still a long way to go to internationalization.</p><p><img src=\"https://static.tigerbbs.com/ddb89f7800feeb8ebaed9dbaad064bc8\" tg-width=\"1000\" tg-height=\"656\" referrerpolicy=\"no-referrer\"/></p><p>Taken together, it is currently in the stage of \"cold circulation\". After the Federal Reserve adopted tightening monetary policy, many countries were forced to follow the Federal Reserve's rate hike in order to hedge against the impact of capital outflows.</p><p>And just on July 27,<b>The Federal Reserve said it would accelerate the \"shrinking balance sheet\" from September as planned, while raising interest rates to at least 3.5% within the year.</b>This means that the amount of money base in the United States contracts. Without increasing the money multiplier (economic demand expands),<b>The probability of accelerated contraction of the global dollar will increase.</b></p><p><b>\"The United States takes medicine for colds all over the world\",</b>This means that the world will also enter a policy cycle of monetary tightening, and this winter is expected to be very cold.</p><p><b>Domestic Risks-The Thunder Continues</b></p><p>The \"cold circulation\" is at the right time, and the repayment pressure of Chinese US dollar bonds is increasing.</p><p>At present, in China, the credit risk of US dollar bonds is still concentrated in the real estate industry. As of June 30, 2022, a total of 161 Chinese-funded US dollar bonds have defaulted, of which the real estate industry accounts for 52.80%, and the scale of defaults in the past three years has been increasing year by year. trend.</p><p><img src=\"https://static.tigerbbs.com/492bf073d34c5e0a5f62652a76f8541b\" tg-width=\"640\" tg-height=\"415\" referrerpolicy=\"no-referrer\"/></p><p>With the thunderstorm of US dollar bonds of large real estate companies such as Evergrande, Fantasia, Sunac, and Logan,<b>The credit of Chinese-funded real estate companies has been damaged, and the strategy of \"borrowing the new to repay the old\" is struggling.</b></p><p>In the second half of 2022, Chinese-funded US dollar bonds will usher in the peak of debt repayment, with a total maturity scale of more than 140 billion US dollars. At the same time, it is also the concentrated maturity time of the bonds of the exchange offer. Next, we should focus on the sales payment of real estate companies to measure their default risk.</p><p><b>Domestic economy-hesitation</b></p><p><b>At the end of July, the bill discount rate hit a new low for the year, indicating that there is some pressure on credit supply at present.</b>Generally speaking, at the end of the month and the end of the year, commercial banks often use bill financing to increase the credit scale, which leads to a rapid decline in bill interest rates.</p><p>At the same time, the domestic July PMI (Purchasing Managers Index) data released on July 31 was also significantly lower than expected.</p><p>To sum up, the above two points reflect<b>The domestic economy is still suffering from sluggish demand and insufficient confidence.</b></p><p><b>Waiting for recovery</b></p><p><img src=\"https://static.tigerbbs.com/b7e25ee6a9c74f1416220f7b448bf8d7\" tg-width=\"613\" tg-height=\"255\" referrerpolicy=\"no-referrer\"/></p><p>From a policy perspective, the Politburo meeting held on July 28 made arrangements in terms of 1) promoting credit easing, 2) stabilizing real estate and ensuring delivery of buildings, and 3) ensuring supply and prices. Steady growth is expected to continue to exert its strength, and economic development will improve in the long term, but it still takes time to repair.</p><p>The author thinks what we can do now is<b>Be patient, keep sharp, control your position, and wait for the opportunity.</b></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzk0NzM4ODAxNA==&mid=2247484345&idx=1&sn=41ec1fbe2986c31c83dbf7d55b7916cf&chksm=c376e8b8f40161ae7475c7293f1db1ace8721091c0246f7eab7d2a7548d47d88b3a10fa3d9dc&token=2086745689&lang=zh_CN#rd\">投资喵喵喵</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5eb1600a275cdb440167b676a1a207e1","relate_stocks":{"UUP":"美元ETF-PowerShares DB"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzk0NzM4ODAxNA==&mid=2247484345&idx=1&sn=41ec1fbe2986c31c83dbf7d55b7916cf&chksm=c376e8b8f40161ae7475c7293f1db1ace8721091c0246f7eab7d2a7548d47d88b3a10fa3d9dc&token=2086745689&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185387176","content_text":"美元环流，是指随着美联储释放和收缩美元，对全球资产价格产生的冲刷作用。为什么美元可以在世界范围内产生这么大的影响呢？一方面，从上世纪布雷顿森林体系建立开始，美元先后和黄金、石油绑定，确立了霸权地位，从那以后世界贸易结算和外汇储备均采用美元；另一方面，美国通过宽松政策释放出的很大一部分资金都参与了国际套息交易，利用国与国之间的利息差和汇率差赚取利润，也就是从低息的美国本土，流向经济潜力大且高息的新兴市场国家，待到美元收缩的时候再回流美国，形成美元的国际化环流体系。其中既包括货币放水、美元贬值形成的『热环流』；也包括美债缩表、美元升值形成的『冷环流』。接下来我们就分别来看一下两种环流具体是怎样推进的，以及对我们的生活产生了什么样的影响。「热环流」之开闸放水美国为了提振本国经济，大致有两种操作：一个是比较常规的「降息」，另一个是近些年比较火的「量化宽松」，也就是我们常说的QE。1）降息美联储的降息，是指的降低联邦基金利率，这是美国银行同业拆借市场的利率，直接影响商业银行的资金成本，因此间接的影响了整个美国银行业的利率水平。其效果主要是降低人们存款欲望，刺激消费；同时通过降低企业借贷成本来刺激经济。这个过程也会释放出一定流动性，但是就资金的「量」来讲，远不及QE来的更直接和猛烈。2）量化宽松而QE的具体操作呢，就是美联储「凭空」，「定量」的“生成”一笔钱，去从各大银行购买国债以及住房抵押贷款支持证券。就像是你拿着印钞机去逛超市一样，目的不是买什么，是为了支援超市。一方面，这个过程会增加市场对国债的需求，国债价格上升，进而收益率降低，对标国债利率的市场利率也会相应被拉低，从而降低市场的借贷成本；另一方面，银行手中的债券被换成了现金，基础货币的供应量增加，就有更多的资本去进行货币创造，从而增加流通中的现金。平时媒体所说的「缩表」指的就是缩减QE，即美联储通过减少购债规模来减少基础货币供应量，进而收紧流通中的货币。「热环流」之全球传导主动扩散首先，当美国开启降息周期，并启动量化宽松以后，大量美元流入美国金融体系和实体经济，出现了资金供大于求的局面。过量的资金为了获取更高收益，率先涌入了本土的股市、债市和楼市，造成美股和房价齐刷刷的往上窜。同时，市场资金成本低，金融机构手中能持续产生收益的债券又被美联储买走换成了干巴巴的现金，这就造成了美国本土收益率下降的同时，机构手里还有大笔钱的局面。因而很多美国的金融机构就把目光移向了海外市场。一方面，这些资本通过「套息交易」，把钱存入利差较大的新兴市场国家赚取超额收益；另一方面，它们通过直接投资海外市场的股票、债券、地产，或是通过成立合资公司、商业收并购、受让股权或增资的方式，投资海外建设项目。这个过程由于过量资本的流入，凡是有增值空间的地方，就有资本来低买高卖赚差价，会相应的拉高海外资产的价格。被动扩散随着美联储持续降息阔表，市场上资金量充足，借贷美元的成本降到了极低的水平，（甚至趋近于0）。这时如果在国际市场上发行美元债券，或是向美国的银行机构贷款，利率是极低的。这种低息美元对海外有融资需求的企业来说简直是无法抵挡的诱惑。毕竟在经济向好的时期，大笔借钱→投资→获利，使赚钱的车轮尽快动起来才是王道。就拿地产公司来说，借100亿美元，加速拿地盖楼卖房，在两位数的利润面前，1%-2%的利息就显得微不足道了。但是需要引起注意的是，海外企业借贷美元也会引起本币的增加。打个比方，中国某企业借了一笔100亿美元的外债，但是没法在国内直接用，需要先将其卖给银行，银行再卖给央行，最后放到了央行的外汇储备池子里。这个过程中为了维护人民币币值的稳定，（假设美元兑人民币汇率1：6），央行每借1美元就需要凭空多印6块人民币，然后把新创造的这600亿人民币交给该企业。所以外汇储备上升的同时，市面上流通的本币也增加了。一句话来讲，就是企业用自己的信用做担保，凭空创造出了一份外汇储备和一份等值的人民币。借贷美元的中资企业多了，国内市场上就会凭空产生很多钱，超量的货币追逐有限的资产，资产价格就会被推高。「热环流」之负债转移因此，企业背负美元负债会增加本币的流通量，推动资产价格的上涨；但同时，资产价格的上涨又会使得负债逐步向下游消费者转移。我们举个例子：假设2015年的时候房价是2万一平，你买100平米要花200万。但是由于房地产价格的上涨，房价从2万变成了4万，那么100平米的房价就会从200万翻倍上涨到400万。但是同一时间内，你的收入却没有翻倍。这就意味着要借更多的按揭抵押贷款才能够买得起房子。以前借150万就够了，现在你可能得借300万，这种资产价格增速超过了收入增速，就引起了个人的负债率大幅上涨。回顾整个过程，负债从企业端转嫁到了下游消费者，也就是老百姓的头上。所以，美元开启『热环流』涌向全世界后，会导致各国本币的扩张，同时出现资产价格膨胀，负债增加的后果。这就好比吹泡泡的过程，整个过程是相对温和的。环流反转，冷热交替当美元『热环流』持续进行，美联储货币政策方向不变，新的美元不断注入市场的时候，一切都没有问题，因为随处都是廉价美元，借新还旧的债务滚动得以维持。但是当方向反转，『冷环流』启动，即美联储由降息周期转向加息周期时，全球美元将会逐渐冷却和收缩，没有新增美元涌入国际市场，同时海外资本回流美国避险，导致美元越发稀缺，出现美元荒，进而推升美元走强。而美元走强又加剧了美元回流的趋势。同时，由于美元变得稀缺，全球背负美元债的机构需要抛售资产，去挤兑央行的美元储备来偿还美元负债。就像借美元债时会同时创造出一份外汇储备和一份等值的人民币，同理，挤兑本国外汇储备时会用大量本币去兑换美元，造成急剧的本币紧缩。本币紧缩再叠加资本外流，一国的股市或楼市往往会因失去流动性支撑而出现恐慌性抛售，引发崩盘。与此同时，由于债务刚性的存在，美联储加息使得美元融资成本增加（利率压力），美元走强也会使得企业要用更多的本币去兑换美元来还债（汇率压力），再叠加经济下行的影响（收入减少），一切都变得越发的困难，极易造成美元偿付性危机。美元偿付性危机又会引发资产抛售，美元挤兑，资产价格崩盘，资本外逃等…一系列恶性连锁反应便一发不可收拾。这就好比戳破泡泡的过程，急剧而猛烈，伤害极大。这个冬天有点冷全球经济-寒气四溢目前，美元在世界贸易结算体系和外汇储备货币中占比分别为41%和59%，虽有削弱但霸权依旧，人民币占比则分别为2.7%和2.9%，国际化之路依然任重道远。综合来看，目前处于『冷环流』的阶段，不少国家在美联储采取缩紧货币政策后，为了对冲资金外流的影响，也被迫跟随美联储加息。而就在7月27日，美联储表示将按计划从9月起加速“缩表”，同时年内至少将利率提高至3.5%。这意味着美国基础货币量收缩，在货币乘数不增加（经济需求扩张）的情况下，全球美元加速收缩的概率将增加。“美国感冒全球吃药”，这意味着全球也将进入一个紧缩货币的政策周期，这个冬天估计会很冷。国内风险-雷声不断『冷环流』正当时，中资美元债偿付压力增加。目前在国内，美元债的信用风险依然集中在地产行业，截至2022年6月30日，总计161只中资美元债违约，其中地产行业数量占比52.80%，且近3年违约规模呈现逐年递增的态势。随着恒大、花样年、融创、龙光等大型房企美元债暴雷，中资房企信用受损，“借新还旧”的策略步履维艰。2022年下半年中资美元债迎来还债高峰，到期总规模逾1400亿美元。同时也是交换要约债券的集中到期时间。接下来应重点关注地产企业的销售回款等情况，以衡量其违约风险。国内经济-踌躇不定7月底票据转贴现利率触及年内新低，表明目前信贷投放有一定压力。一般而言，在月末、年末时点，商业银行往往利用票据融资来冲高信贷规模，从而导致票据利率快速下行。与此同时，7月31日公布的国内7月PMI（采购经理指数）数据同样大幅低于预期。综上两点都反映了国内经济依旧需求不振，信心不足的现状。静待复苏从政策面来看，7月28日召开的政治局会议在1）推动宽信用，2）稳地产保交楼，3）保供稳价方面展开了部署。稳增长预计会继续发力，经济发展长期向好，但是仍然需要时间修复。笔者认为当下我们可以做的，就是保持耐心，保持敏锐，控制仓位，静待时机。","news_type":1,"symbols_score_info":{"UUP":0.9}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":126657701,"gmtCreate":1624569759703,"gmtModify":1703840439307,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/126657701","repostId":"2145012004","repostType":4,"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112713311,"gmtCreate":1622930380733,"gmtModify":1704193263764,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"357739354907042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23:48","market":"other","language":"zh","title":"The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130666801","media":"老虎资讯综合","summary":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","content":"<p><html><head></head><body>On January 4, the decline of popular Chinese concept stocks continued to expand.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Both fell more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, Wuxin Technology fell more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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>The decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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 decline of popular Chinese concept stocks continued to expand, with Pinduoduo falling more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-01-04 23:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On January 4, the decline of popular Chinese concept stocks continued to expand.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/GDS\">GDS</a>、<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Both fell more than 10%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, Wuxin Technology fell more than 9%,<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Fell more than 8%,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Fell more than 7%, Nio,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 5%</p><p><img src=\"https://static.tigerbbs.com/1b919a829a5fda79d1cd6f944df3c2d9\" 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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4535":"淡马锡持仓","BK4509":"腾讯概念","BK4503":"景林资产持仓","BK4504":"桥水持仓","BK4122":"互联网与直销零售","TTTN":"老虎中美互联网巨头ETF","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念","BK4558":"双十一","PDD":"拼多多","BK4531":"中概回港概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130666801","content_text":"1月4日，热门中概股跌幅继续扩大，拼多多、万国数据、爱奇艺均大跌超10%，哔哩哔哩、雾芯科技跌超9%，贝壳跌超8%，理想汽车跌超7%、蔚来、小鹏汽车跌超5%","news_type":1,"symbols_score_info":{"PDD":0.9,"TTTN":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091816896,"gmtCreate":1643836997847,"gmtModify":1676533860667,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"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/9091816896","repostId":"1173537373","repostType":4,"repost":{"id":"1173537373","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":1643814627,"share":"https://ttm.financial/m/news/1173537373?lang=en_US&edition=fundamental","pubTime":"2022-02-02 23:10","market":"us","language":"zh","title":"PayPal fell more than 24%, Q4 net profit fell 49% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1173537373","media":"老虎资讯综合","summary":"2月2日，PayPal持续走低，现跌超24%。消息面上，PayPal第四季度净利润同比下降49%，公司放弃到2025年前实现7.5亿账户的指引。受Paypal业绩表现不及预期的拖累，同业竞争对手股价也","content":"<p><html><head></head><body>February 2,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It continues to fall and is now down more than 24%. On the news,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Net income fell 49% year-over-year in the fourth quarter, and the company abandoned its guidance to achieve 750 million accounts by 2025.</p><p>Affected by Paypal's lower-than-expected performance, the stock prices of competitors in the same industry also followed suit and fell. Block fell more than 8% in intraday trading, and Affirm Holdings fell 5%.<img src=\"https://static.tigerbbs.com/b5ccb645dd985e469e5d5d51360dc977\" 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>PayPal fell more than 24%, Q4 net profit fell 49% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPayPal fell more than 24%, Q4 net profit fell 49% year-on-year\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\">2022-02-02 23:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>February 2,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>It continues to fall and is now down more than 24%. On the news,<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Net income fell 49% year-over-year in the fourth quarter, and the company abandoned its guidance to achieve 750 million accounts by 2025.</p><p>Affected by Paypal's lower-than-expected performance, the stock prices of competitors in the same industry also followed suit and fell. Block fell more than 8% in intraday trading, and Affirm Holdings fell 5%.<img src=\"https://static.tigerbbs.com/b5ccb645dd985e469e5d5d51360dc977\" 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/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173537373","content_text":"2月2日，PayPal持续走低，现跌超24%。消息面上，PayPal第四季度净利润同比下降49%，公司放弃到2025年前实现7.5亿账户的指引。受Paypal业绩表现不及预期的拖累，同业竞争对手股价也跟风下跌，Block盘中跌超8%，Affirm Holdings跌5%。","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001618250,"gmtCreate":1641245173759,"gmtModify":1676533586277,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001618250","repostId":"2200091424","repostType":4,"repost":{"id":"2200091424","kind":"highlight","pubTimestamp":1641222355,"share":"https://ttm.financial/m/news/2200091424?lang=en_US&edition=fundamental","pubTime":"2022-01-03 23:05","market":"us","language":"en","title":"Why This Hidden EV Stock Is a Smart Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2200091424","media":"Motley Fool","summary":"ABB is looking to take advantage of sky-high valuations in the EV charging sector to raise cash to invest in its business.","content":"<div>\n<p>Everyone knows that hybrid and electric vehicles (EVs) are the future of transportation, so the excitement around investing in the sector is understandable. However, with many of the better-known ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/03/why-this-hidden-ev-stock-is-a-smart-buy/\">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>Why This Hidden EV Stock Is a Smart Buy</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\">\nWhy This Hidden EV Stock Is a Smart Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/03/why-this-hidden-ev-stock-is-a-smart-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Everyone knows that hybrid and electric vehicles (EVs) are the future of transportation, so the excitement around investing in the sector is understandable. However, with many of the better-known ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/03/why-this-hidden-ev-stock-is-a-smart-buy/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","BK4096":"电气部件与设备","BLNK":"Blink Charging","EVGO":"EVgo Inc.","BK4542":"充电桩","ABB":"阿西布朗勃法瑞公司","BK4551":"寇图资本持仓","BK4214":"汽车零售"},"source_url":"https://www.fool.com/investing/2022/01/03/why-this-hidden-ev-stock-is-a-smart-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200091424","content_text":"Everyone knows that hybrid and electric vehicles (EVs) are the future of transportation, so the excitement around investing in the sector is understandable. However, with many of the better-known plays in the industry looking expensive, it makes sense to consider some ways to play the theme and excitement that are off the beaten path. One way is to look at industrial conglomerate ABB (NYSE:ABB). Here's why.High valuationsFocusing on the charging network companies, a quick look across the leading players like ChargePoint (NYSE:CHPT), Blink (NASDAQ:BLNK), and EVgo (NASDAQ:EVGO) shows a group of stocks trading on hefty valuations. They are all fine companies with potential, but they are currently loss-making. Moreover, when investors can't base valuations on earnings or cash flow they often use price-to-sales (P/S) ratios, and even on this basis, these stocks are looking extremely expensive.CompanyMarket Cap2022 Estimated P/S Ratio2023 Estimated P/S RatioEVgo$719 million13.1x4.6xChargePoint*$6.3 billion16.6x10.1xBlink$1.1 billion36.5x19.5xData source: Marketscreener.com, author's analysis. *Data is for fiscal years 2023 and 2024.Introducing ABBIf the charging network companies and other pure EV plays look expensive, but you still want exposure to an obviously fast-growing sector, then ABB could offer a good alternative.ABB is a $75 billion market cap industrial giant set to generate around $29 billion in revenue in 2021. It operates out of four segments, namely electrification (installation products, power conversion, and e-mobility), motion (drive products, system drives, service, traction systems, low voltage, and large and electric motors), process automation (energy, process industries, marine and ports, turbocharging, and measurement and analytics), and robotics and discrete automation.As you can see above, ABB's e-mobility (EV charging stations, hardware, and services) is a small part of its overall operations. Its expected revenue of around $480 million in 2021 is less than 2% of its expected overall company revenue in 2021.Where ABB fits inHowever, there are two key reasons why ABB is highly relevant as an EV play.First, management is planning to take advantage of the sky-high valuations in the sector by listing the e-mobility business in 2022 yet retaining a majority stake. The cash raised from listing the company could be used to reinvest in the business in order to grow the business for the benefit of shareholders, including ABB.In a sense, ABB is getting the best of both worlds. It's set to gain from the high valuations accorded to EV companies, and it's also getting cash to reinvest in a long-term growth business. According to a Reuters article, the business is valued at around $3 billion.Second, the e-mobility listing should be looked at in light of the restructuring effort that CEO Bjorn Rosengren initiated since starting his tenure in 2020. ABB has long had a collection of highly admired assets, with leading positions in robotics, process and discrete automation, motion control, and electrification, but its financial performance hasn't lived up to its potential. The chart below shows declining revenue, margin, and earnings in the decade before Rosengren took over.Data by YChartsABB changesHowever, Rosengren has fundamentally restructured how the company operates by moving away from its matrix model toward a more conventional pyramid structure of management, where more decisions are allowed to be made locally.In addition, he continues to restructure the company's portfolio of businesses with the aim to focus on growth industries such as robotics, automation, and electrification.ABB's 80.1% stake in its power grids business was sold to Hitachi for an enterprise value of $11 billion in 2020.  The mechanical power transmission division was sold for $2.9 billion in cash to RBC Bearings in 2021. The turbocharging division (marine and power plant turbochargers) will be spun off or sold in 2022, and the power conversion division (power products and solutions for telecoms and data centers) is up for sale in 2022 as well.ABB's futureIn common with other companies in its space, such as Siemens and Eaton, ABB is restructuring to focus on the themes of automation, digitization, and electrification in the economy. The so-called \"fourth industrial revolution\" emphasizes the use of web-enabled devices to better manage physical assets. ABB's divestments are proof of that, as is the plan to IPO the e-mobility division while retaining a majority stake.EV companies may command nosebleed valuations right now, but ABB is a way to take advantage of it, and it makes perfect sense in the context of the company's transformational plans.","news_type":1,"symbols_score_info":{"BLNK":1,"CHPT":1,"EVGO":1,"ABB":1}},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112719572,"gmtCreate":1622930331296,"gmtModify":1704193263116,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112719572","repostId":"2141174400","repostType":4,"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137751625,"gmtCreate":1622409849567,"gmtModify":1704183801719,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/137751625","repostId":"1157901044","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013999176,"gmtCreate":1648675625188,"gmtModify":1676534374148,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"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/9013999176","repostId":"1102101150","repostType":4,"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}