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lcGoh
2023-06-23
U
Federal Reserve Chairman Jerome Powell: Two more rate hike this year would be appropriate.
lcGoh
2023-06-23
B
JPMorgan: If the Federal Reserve does not cut interest rates, US stocks will face difficulties in the second half of this year.
lcGoh
2023-06-23
B
Wall Street couldn't sit still! New US banking regulations may be tougher than expected.
lcGoh
2023-06-23
N
"Federal Reserve Mouthpiece": Powell emphasizes that interest rates may be raised again in the coming months.
lcGoh
2023-06-23
K
At the cost of destroying employment? POWELL: Two more rate hike would be appropriate
lcGoh
2023-06-17
H
It would take another 1% rate hike to cause US stocks to fall! Wells Fargo: AI giants will usher in an "Internet age-style" boom
lcGoh
2023-06-17
N
J&T Express is aiming for a Hong Kong stock market listing: with annual revenue of US$7.3 billion, its founder Li Jie has connections with Duan Yongping.
lcGoh
2023-06-17
O
AbbVie and BeiGene: Can't Step into the Same River
lcGoh
2023-06-17
M
Adobe's prospects are more constructive with the help of AI, and major Wall Street banks have raised their target prices.
lcGoh
2023-06-17
N
Sorry, the original content has been removed
lcGoh
2023-06-12
B
Have US Treasury yields peaked? HSBC: It's true this time!
lcGoh
2023-06-12
I
Goldman Sachs: OPEC production cuts will push crude oil prices to $90 a barrel this year.
lcGoh
2023-06-12
B
Sorry, the original content has been removed
lcGoh
2023-06-03
T
Inflation expectations may be a reason for rate hike in June, but it could be a contrarian indicator!
lcGoh
2023-06-03
K
Behind Tesla's price war, massive IRA subsidies added fuel to the fire.
lcGoh
2023-06-03
V
Ford Motor Company's US electric vehicle sales fell 13% year-over-year in May.
lcGoh
2023-05-27
T
Opening | US stocks opened higher, with Pinduoduo surging over 13% on positive earnings reports.
lcGoh
2023-05-27
H
Is the economy not cooling down? US durable goods orders unexpectedly rose month-on-month in April.
lcGoh
2023-05-27
K
The final reading of the U.S. consumer confidence index for May was 59.2, higher than expected.
lcGoh
2023-05-27
N
Semiconductor stocks generally rose, with Mywell Technology up over 25% and Nvidia continuing to rise by about 1%.
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He stated that keeping interest rates unchanged was to give himself more time to make decisions, and the vast majority of members of the committee believed that interest rates still had some room to rise and that continued efforts were needed to restore inflation to 2%.</strong></p><p><p style=\"text-align: start;\">When discussing the U.S. labor market, Powell stated that wages remain high, but are gradually moving towards sustainable levels. It is possible to achieve a better balance in the labor market without increasing unemployment, but there is no guarantee that this goal will be achieved.</p><p><strong>Powell stated that the Federal Reserve is committed to learning the right lessons from Silicon Valley Bank and will strengthen supervision and oversight of banks of similar size.</strong></p><p><p style=\"text-align: start;\">Meanwhile, the Federal Reserve is closely monitoring banks with real estate risk exposure and is actively taking action to help these banks cope with commercial real estate concentration risks. The Federal Reserve will cooperate with banks with high commercial real estate holdings and is very concerned about risk exposure in the commercial real estate sector.</p><p><p style=\"text-align: start;\"><strong>In addition, the Federal Reserve will propose a plan to increase capital requirements for large banks. The Federal Reserve may raise capital requirements for large banks by 20%, and the new capital requirements will not apply to banks with assets under $100 billion.</strong>The Federal Reserve is committed to strengthening regulation of medium-sized banks to ensure that banks maintain a reasonable balance between capital security and credit costs.</p><p><p style=\"text-align: start;\">Powell emphasized that the U.S. federal budget is on an unsustainable path and needs to be repaired. The paper losses on the Federal Reserve's balance sheet have no impact on the Fed's monetary policy capabilities, and there is still a long way to go to solve the US inflation problem.</p><p>Powell stated that the Federal Reserve Bank of San Francisco's actions against Silicon Valley Bank were not strong enough. In response to the significant impact of the Silicon Valley Bank incident, the United States needs to fix its liquidity regulations. In overseeing Silicon Valley Bank, regulatory failures occurred not only at the Federal Reserve Bank of San Francisco, but also at the Federal Reserve Board.</p><p><strong>Powell stated that he believes the U.S. economy has a path to a soft landing.</strong>The Federal Reserve does currently expect more rate hike, but more data is needed to support it. The United States is very close to its interest rate target, but it is wise to act cautiously and not want excessive rate hike to have the opposite effect on the market.</p><p>Referring to the recently booming U.S. labor market, Powell said that the labor force participation rate has risen more than expected. The Fed will do as little damage to the labor market and the economy as possible. Ideally, most labor market easing will occur in other ways and will not lead to unemployment. With the unemployment rate rising slightly, inflation is expected to continue to decline. The unemployment rate is expected to rise a little further. There is still a view that there is a way to achieve inflation relief without causing mass unemployment.</p><p>Powell stated that the labor market will gradually cool down and inflation will ease; The vast majority of the committee members believe that there will be two more rate hike before the end of this year; Last week's decision to suspend rate hike was intended to move forward more slowly in the future; The Federal Reserve is now close to its goal.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48d28b60461b1f68206b3e27de532fa\" title=\"\" tg-width=\"550\" tg-height=\"327\"/></p><p><p style=\"text-align: start;\"></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>Federal Reserve Chairman Jerome Powell: Two more rate hike this year would be appropriate.</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\">\nFederal Reserve Chairman Jerome Powell: Two more rate hike this year would be appropriate.\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\">2023-06-22 22:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 22,<strong>Federal Reserve Chairman Jerome Powell said during a hearing before the Senate Banking Committee that two more rate hike this year would be appropriate. He stated that keeping interest rates unchanged was to give himself more time to make decisions, and the vast majority of members of the committee believed that interest rates still had some room to rise and that continued efforts were needed to restore inflation to 2%.</strong></p><p><p style=\"text-align: start;\">When discussing the U.S. labor market, Powell stated that wages remain high, but are gradually moving towards sustainable levels. It is possible to achieve a better balance in the labor market without increasing unemployment, but there is no guarantee that this goal will be achieved.</p><p><strong>Powell stated that the Federal Reserve is committed to learning the right lessons from Silicon Valley Bank and will strengthen supervision and oversight of banks of similar size.</strong></p><p><p style=\"text-align: start;\">Meanwhile, the Federal Reserve is closely monitoring banks with real estate risk exposure and is actively taking action to help these banks cope with commercial real estate concentration risks. The Federal Reserve will cooperate with banks with high commercial real estate holdings and is very concerned about risk exposure in the commercial real estate sector.</p><p><p style=\"text-align: start;\"><strong>In addition, the Federal Reserve will propose a plan to increase capital requirements for large banks. The Federal Reserve may raise capital requirements for large banks by 20%, and the new capital requirements will not apply to banks with assets under $100 billion.</strong>The Federal Reserve is committed to strengthening regulation of medium-sized banks to ensure that banks maintain a reasonable balance between capital security and credit costs.</p><p><p style=\"text-align: start;\">Powell emphasized that the U.S. federal budget is on an unsustainable path and needs to be repaired. The paper losses on the Federal Reserve's balance sheet have no impact on the Fed's monetary policy capabilities, and there is still a long way to go to solve the US inflation problem.</p><p>Powell stated that the Federal Reserve Bank of San Francisco's actions against Silicon Valley Bank were not strong enough. In response to the significant impact of the Silicon Valley Bank incident, the United States needs to fix its liquidity regulations. In overseeing Silicon Valley Bank, regulatory failures occurred not only at the Federal Reserve Bank of San Francisco, but also at the Federal Reserve Board.</p><p><strong>Powell stated that he believes the U.S. economy has a path to a soft landing.</strong>The Federal Reserve does currently expect more rate hike, but more data is needed to support it. The United States is very close to its interest rate target, but it is wise to act cautiously and not want excessive rate hike to have the opposite effect on the market.</p><p>Referring to the recently booming U.S. labor market, Powell said that the labor force participation rate has risen more than expected. The Fed will do as little damage to the labor market and the economy as possible. Ideally, most labor market easing will occur in other ways and will not lead to unemployment. With the unemployment rate rising slightly, inflation is expected to continue to decline. The unemployment rate is expected to rise a little further. There is still a view that there is a way to achieve inflation relief without causing mass unemployment.</p><p>Powell stated that the labor market will gradually cool down and inflation will ease; The vast majority of the committee members believe that there will be two more rate hike before the end of this year; Last week's decision to suspend rate hike was intended to move forward more slowly in the future; The Federal Reserve is now close to its goal.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c48d28b60461b1f68206b3e27de532fa\" title=\"\" tg-width=\"550\" tg-height=\"327\"/></p><p><p style=\"text-align: start;\"></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c48d28b60461b1f68206b3e27de532fa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175881376","content_text":"6月22日,美联储主席鲍威尔出席参议院银行业委员会听证会时表示,今年再次加息两次将是适当的。他表示,保持利率不变是为了给自己更多时间做决策,委员会中绝大多数人认为利率还有一点上升空间,需要持续努力,以恢复至2%的通胀水平。提及美国劳动力市场时,鲍威尔表示,劳动力市场工资仍然很高,但正在逐渐趋向可持续的水平。劳动力市场在不增加失业率的情况下实现更好平衡是可能的,但并不保证一定会实现这一目标。鲍威尔表示,美联储致力于从硅谷银行中吸取正确的教训,将加强对类似硅谷银行这样规模的银行的监管和监督。同时,美联储正在密切关注拥有房地产风险敞口的银行,并积极采取行动,试图帮助这类银行应对商业地产集中风险。美联储将与商业地产持有量较高的银行展开合作,并对商业房地产领域风险敞口十分关切。此外,美联储将提出增加对大型银行资本要求的方案。美联储可能将对大型银行的资本要求提高20%,新的资本要求不适用于资产规模低于1000亿美元的银行。联储致力于加强对中型银行的监管,从而确保银行在资金安全和信贷成本之间保持合理平衡。鲍威尔强调,美国联邦预算走上了不可持续的道路,需要对此进行修复。美联储资产负债表上的纸面损失对美联储的货币政策能力没有影响,解决美国通胀问题仍有很长的路要走。鲍威尔表示,旧金山联邦储备银行对硅谷银行的行动不够强有力。针对硅谷银行事件所造成的重大影响,美国需要修复对流动性的监管。在监督硅谷银行的过程中,监管失误不仅仅发生在旧金山联邦储备银行,也发生在美联储委员会。鲍威尔表示,认为美国经济有通往软着陆的道路。美联储目前确实预计会有更多的加息,但需要更多数据支持。美国离利率目标已经很接近了,但谨慎行动是明智之举,不想过度加息对市场造成反向作用。提及近期火热的美国劳动力市场,鲍威尔表示,劳动参与率上升超过预期。美联储将尽可能少地对劳动力市场和经济造成损害。理想情况下,大多数劳动力市场的放松将以其他方式出现,不会导致失业。随着失业率的小幅增加,通胀有望继续下降。预计失业率将会进一步上升一点。仍然看到存在一种在不造成大规模失业的情况下实现通胀缓解的途径。鲍威尔表示,劳动力市场将逐渐降温,通胀将缓解;委员会的绝大多数成员认为今年年底前还会有两次加息;上周的暂停加息决定是为了今后更慢地前进;美联储目前已接近需要达到的目标。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190248855609608,"gmtCreate":1687473207431,"gmtModify":1687473210898,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190248855609608","repostId":"2345757673","repostType":4,"repost":{"id":"2345757673","kind":"news","pubTimestamp":1687444562,"share":"https://ttm.financial/m/news/2345757673?lang=en_US&edition=fundamental","pubTime":"2023-06-22 22:36","market":"hk","language":"zh","title":"JPMorgan: If the Federal Reserve does not cut interest rates, US stocks will face difficulties in the second half of this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2345757673","media":"智通财经","summary":"摩根大通首席全球市场策略师Marko Kolanovic表示,随着美联储激进收紧货币政策的滞后影响赶上经济增长,美国股市将在今年下半年陷入困境。尽管美股今年迄今为止的反弹与Marko Kolanovi","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief Global Market Strategist Marko Kolanovic said that U.S. stocks will struggle in the second half of this year as the lagged impact of the Federal Reserve's aggressive tightening of monetary policy catches up with economic growth.</p><p>Although the rebound in U.S. stocks so far this year has not been consistent with Marko Kolanovic's bearish forecast, he reiterated his defensive view and warned that factors such as a deteriorating business environment and slowing consumer demand indicate that an impending economic recession could hinder the rebound in U.S. stocks this year.</p><p>Marko Kolanovic said in a report on Thursday, \"In the stock market, the Federal Reserve did not preemptively shift to an accommodative policy, but instead hinted at two more rate hike at the end of the year. We expect a more challenging macroeconomic environment for US stocks in the second half of the year, with consumption trends softening while the stock market undergoes a significant revaluation.\" He warned that the weakening of multiple expansions and pricing power makes the risk-reward prospects of US stocks unattractive. He added that another worrying factor is that \"investors are becoming increasingly complacent\" ahead of a potential economic recession, and that \"in short, the risk of another unknown risk resurfacing is high.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/465325619ef8760a38cb1ef975f06532\" tg-width=\"1240\" tg-height=\"697\"/></p><p>Divisions on Wall Street regarding the outlook for U.S. stocks are intensifying. Besides Marko Kolanovic, well-known Wall Street short sellers,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Michael Wilson maintains his bearish view on the U.S. stock market and further emphasizes in a recent report that the decline in corporate earnings will continue. Michael Hartnett, a Bank of America strategist and one of Wall Street's most accurate predictors since last year, also remains bearish on U.S. stocks. He believes that the logic behind the rise in US stocks is untenable, and the recent \"fear of a recession in the first quarter\" is turning into \"greed for blondes in the second quarter\".</p><p>However,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Chief U.S. equity strategist David Kostin is optimistic about the future trend of U.S. stocks. David Kostin stated that the recent rally in the S&P 500 is expected to extend beyond technology stocks because \"the market will conduct a broader valuation reassessment of technology stocks after the previous significant gains narrowed considerably.\" David Kostin provided two logical support for the logic that US stocks will continue to rise. In addition to the reduced probability of economic recession bringing strong upward momentum to US stocks, another reason is that the widespread adoption of AI provides important support for corporate profit growth.</p><p>Savita Subramanian, chief strategist at Bank of America and one of the most pessimistic analysts on Wall Street, has also reversed her previous bearish view on US stocks, saying that the bear market that has plagued US stocks has officially ended and there is still room for further rebound in the future. Savita Subramanian's analysis shows that data since the 1950s shows that 92% of the time, the S&P 500 has rebounded by more than 20% and then continued its upward momentum for 12 months.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan: If the Federal Reserve does not cut interest rates, US stocks will face difficulties in the second half of this 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\">\nJPMorgan: If the Federal Reserve does not cut interest rates, US stocks will face difficulties in the second half of this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-06-22 22:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Chief Global Market Strategist Marko Kolanovic said that U.S. stocks will struggle in the second half of this year as the lagged impact of the Federal Reserve's aggressive tightening of monetary policy catches up with economic growth.</p><p>Although the rebound in U.S. stocks so far this year has not been consistent with Marko Kolanovic's bearish forecast, he reiterated his defensive view and warned that factors such as a deteriorating business environment and slowing consumer demand indicate that an impending economic recession could hinder the rebound in U.S. stocks this year.</p><p>Marko Kolanovic said in a report on Thursday, \"In the stock market, the Federal Reserve did not preemptively shift to an accommodative policy, but instead hinted at two more rate hike at the end of the year. We expect a more challenging macroeconomic environment for US stocks in the second half of the year, with consumption trends softening while the stock market undergoes a significant revaluation.\" He warned that the weakening of multiple expansions and pricing power makes the risk-reward prospects of US stocks unattractive. He added that another worrying factor is that \"investors are becoming increasingly complacent\" ahead of a potential economic recession, and that \"in short, the risk of another unknown risk resurfacing is high.\"</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/465325619ef8760a38cb1ef975f06532\" tg-width=\"1240\" tg-height=\"697\"/></p><p>Divisions on Wall Street regarding the outlook for U.S. stocks are intensifying. Besides Marko Kolanovic, well-known Wall Street short sellers,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Strategist Michael Wilson maintains his bearish view on the U.S. stock market and further emphasizes in a recent report that the decline in corporate earnings will continue. Michael Hartnett, a Bank of America strategist and one of Wall Street's most accurate predictors since last year, also remains bearish on U.S. stocks. He believes that the logic behind the rise in US stocks is untenable, and the recent \"fear of a recession in the first quarter\" is turning into \"greed for blondes in the second quarter\".</p><p>However,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Chief U.S. equity strategist David Kostin is optimistic about the future trend of U.S. stocks. David Kostin stated that the recent rally in the S&P 500 is expected to extend beyond technology stocks because \"the market will conduct a broader valuation reassessment of technology stocks after the previous significant gains narrowed considerably.\" David Kostin provided two logical support for the logic that US stocks will continue to rise. In addition to the reduced probability of economic recession bringing strong upward momentum to US stocks, another reason is that the widespread adoption of AI provides important support for corporate profit growth.</p><p>Savita Subramanian, chief strategist at Bank of America and one of the most pessimistic analysts on Wall Street, has also reversed her previous bearish view on US stocks, saying that the bear market that has plagued US stocks has officially ended and there is still room for further rebound in the future. Savita Subramanian's analysis shows that data since the 1950s shows that 92% of the time, the S&P 500 has rebounded by more than 20% and then continued its upward momentum for 12 months.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/949520.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SPY":"标普500ETF","DJX":"1/100道琼斯","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","LU0106831901.USD":"贝莱德世界金融基金A2","BK4585":"ETF&股票定投概念","JPM":"摩根大通","DOG":"道指ETF-ProShares做空","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QID":"两倍做空纳斯达克指数ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4566":"资本集团","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","PSQ":"做空纳斯达克100指数ETF-ProShares","IVV":"标普500ETF-iShares","BK4559":"巴菲特持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SQQQ":"纳指三倍做空ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4550":"红杉资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100"},"source_url":"http://www.zhitongcaijing.com/content/detail/949520.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345757673","content_text":"摩根大通首席全球市场策略师Marko Kolanovic表示,随着美联储激进收紧货币政策的滞后影响赶上经济增长,美国股市将在今年下半年陷入困境。尽管美股今年迄今为止的反弹与Marko Kolanovic的看跌预测并不一致,但他仍重申了其防御观点,并警告称,商业环境恶化和消费者需求放缓等因素表明,经济衰退即将到来,可能会阻碍美股今年的反弹。Marko Kolanovic周四在一份报告中表示:“在股市方面,美联储没有先发制人地转向宽松政策,而是暗示年底还会再加息两次。我们预计下半年美股将面临更具挑战性的宏观背景,在股市大幅重估的同时,消费趋势将趋软。”他警告称,多重扩张和定价能力的削弱使得美股的风险回报缺乏吸引力。他补充称,另一个令人担忧的因素是,在潜在的经济衰退到来之前,“投资者日益自满”,“简而言之,另一个未知的风险重新浮出水面的风险很高”。华尔街对美股前景的观点分歧正在加剧。除了Marko Kolanovic之外,华尔街知名空头、摩根士丹利策略师Michael Wilson坚持其看空美股大盘的观点,并在近期的报告中进一步强调企业盈利衰退将持续的观点。去年以来华尔街预测最准确的分析师、美银策略分析师Michael Hartnett也坚持看空美股。他认为,美股上涨的逻辑站不住,最近“对第一季度经济衰退的恐惧”正在转变为“对第二季度金发姑娘的贪婪”。不过,高盛首席美国股票策略师David Kostin则对美股未来走势持乐观态度。David Kostin表示,标普500指数近期的这一涨势预计将扩大到科技股以外,因为“之前大幅涨幅大幅收窄之后,市场将对科技股进行更广泛的估值重估”。对于美股后续仍将上涨的逻辑,David Kostin给出了两点逻辑支撑,除了经济衰退概率缩小给美股带来强劲的上涨动力之外,另一个理由是AI全面普及为企业利润增速提供重要支持。作为华尔街最悲观分析师之一的美国银行首席策略分析师Savita Subramanian也一改此前看空美股的说法,称困扰美股的熊市已经正式结束,未来还有继续反弹的空间。Savita Subramanian的分析显示,自1950年代以来的数据显示,在92%的时间里,标普500指数在实现超过20%的反弹后,在12个月内延续了上涨势头。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"OEX":0.6,"OEF":0.6,"SQQQ":0.6,"DJX":0.6,"SH":0.6,"UPRO":0.6,"ESmain":0.6,"DOG":0.6,".IXIC":1,"DDM":0.6,".DJI":1,"SDS":0.6,"PSQ":0.6,"SPXU":0.6,"SPY":1,"MNQmain":0.6,"TQQQ":0.6,"IVV":0.6,"SDOW":0.6,"QLD":0.6,"SSO":0.6,"DXD":0.6,"NQmain":0.6,"UDOW":0.6,"JPM":1,"QQQ":0.6,"QID":0.6,".SPX":0.6}},"isVote":1,"tweetType":1,"viewCount":6242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190248695894264,"gmtCreate":1687473161227,"gmtModify":1687473164766,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190248695894264","repostId":"2345500717","repostType":4,"repost":{"id":"2345500717","kind":"highlight","pubTimestamp":1687446683,"share":"https://ttm.financial/m/news/2345500717?lang=en_US&edition=fundamental","pubTime":"2023-06-22 23:11","market":"hk","language":"zh","title":"Wall Street couldn't sit still! New US banking regulations may be tougher than expected.","url":"https://stock-news.laohu8.com/highlight/detail?id=2345500717","media":"金十数据","summary":"据六名知情人士透露,美国银行业正推动软化一项提高银行资本金要求的重大监管提案,担心该提案可能过于繁重,尤其是对仍未从3月银行业危机中恢复过来的银行而言。以美联储为首的银行监管机构正在敲定一项提案,该提","content":"<p><html><head></head><body>According to six people familiar with the matter, the U.S. banking industry is pushing to soften a major regulatory proposal to raise bank capital requirements.<strong>There are concerns that the proposal might be too burdensome, especially for banks still recovering from the March banking crisis.</strong>。</p><p>Banking regulators, led by the Federal Reserve, are finalizing a proposal that would implement international capital standards agreed upon by the Basel Committee on Banking Supervision after the 2007-2009 financial crisis.</p><p>Bankers are particularly concerned about one proposal in the draft, namely<strong>Higher capital charges on non-interest income</strong>。 Non-interest income such as fees charged by banks for credit card or investment banking services.</p><p>Sources familiar with the matter said the requirement was part of a package agreement reached by the Basel Committee in 2017. But industry insiders say,<strong>This exaggerates the risks faced by banks with a high proportion of non-interest income.</strong>And hopes that U.S. regulators will relax the requirements.</p><p>Three people familiar with the matter said the banking industry is urging regulators to set a cap on the proportion of assets that such fees would apply, but it is unclear whether regulators will do so.</p><p>An industry insider pointed out that in recent years,<strong>Non-interest service income has always been a focus of many banks' growth strategies.</strong></p><p>According to a 2022 blog post by the Bank of Washington Policy Institute,<a href=\"https://laohu8.com/S/AXP\">American Express</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and UBS,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Both banks and Barclays' U.S. subsidiaries are banks with a high proportion of non-interest income.</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>、<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>And Morgan Stanley declined to comment on the matter. UBS and American Express also did not immediately comment.</p><p>On Wednesday, Federal Reserve Chairman Jerome Powell told Congress that it is crucial for banks to have strong capital, but regulators must be mindful of the trade-offs to avoid challenging their businesses.</p><p><h2><span><span>Unexpectedly severe</span>Is regulation coming? Wall Street was trembling!</span></h2>Although the Basel Accord was reached several years ago, the United States did not begin drafting regulatory legislation to comply with the agreement until after the banking crisis erupted this year. During this crisis, a deposit run led to the collapse of Silicon Valley Bank and two other banks.</p><p>The proposal is the first major rule spearheaded by Barr, the Federal Reserve's vice chairman in charge of supervision. Barr has launched a comprehensive review of capital rules and is expected to take tough measures against Wall Street.</p><p>Isaac Boltansky, head of policy research at brokerage firm BTIG, said, \"The benchmark assumption has shifted to...\"<strong>The level of toughness will far exceed anyone's expectations at the end of last year.</strong>”。</p><p>Banking executives argue that bank failures were caused by mismanagement and liquidity problems, and that the entire system was already well-capitalized.</p><p>Three sources said,<strong>The proposal is also expected to apply stricter capital rules to smaller banks with assets exceeding $100 billion, including some that have encountered liquidity problems this year.</strong></p><p>Bankers say that increasing capital requirements now could be counterproductive, putting pressure on the banking sector and damaging credit conditions, given investor unease about the health of the industry and the overall economy.</p><p>Two sources familiar with the matter said that the regulatory agencies<strong>Republican officials have expressed similar concerns</strong>On Wednesday, Republican lawmakers also raised concerns about capital rules with Powell.</p><p>Kevin Fromer, CEO of the Financial Services Forum, said, \"In times of uncertainty, it is extremely important for regulators to pay attention to economic costs.\"<strong>\"Raising capital requirements on already well-capitalized institutions is not in the interest of the U.S. economy.\"</strong>The forum's members include the eight largest banks in the United States.</p><p>The Federal Reserve is working with the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) to draft new regulatory rules. Five people familiar with the matter said regulators had hoped to release the proposal this month, but staff are still drafting it.<strong>The timetable has been postponed to late July.</strong>。 Both the OCC and the FDIC declined to comment.</p><p>U.S. Acting Comptroller of the Currency Michael Hsu told reporters last week that banks are \"not ashamed to share their concerns\" and that regulators are weighing the risks.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street couldn't sit still! New US banking regulations may be tougher than expected.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street couldn't sit still! New US banking regulations may be tougher than expected.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-06-22 23:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to six people familiar with the matter, the U.S. banking industry is pushing to soften a major regulatory proposal to raise bank capital requirements.<strong>There are concerns that the proposal might be too burdensome, especially for banks still recovering from the March banking crisis.</strong>。</p><p>Banking regulators, led by the Federal Reserve, are finalizing a proposal that would implement international capital standards agreed upon by the Basel Committee on Banking Supervision after the 2007-2009 financial crisis.</p><p>Bankers are particularly concerned about one proposal in the draft, namely<strong>Higher capital charges on non-interest income</strong>。 Non-interest income such as fees charged by banks for credit card or investment banking services.</p><p>Sources familiar with the matter said the requirement was part of a package agreement reached by the Basel Committee in 2017. But industry insiders say,<strong>This exaggerates the risks faced by banks with a high proportion of non-interest income.</strong>And hopes that U.S. regulators will relax the requirements.</p><p>Three people familiar with the matter said the banking industry is urging regulators to set a cap on the proportion of assets that such fees would apply, but it is unclear whether regulators will do so.</p><p>An industry insider pointed out that in recent years,<strong>Non-interest service income has always been a focus of many banks' growth strategies.</strong></p><p>According to a 2022 blog post by the Bank of Washington Policy Institute,<a href=\"https://laohu8.com/S/AXP\">American Express</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>and UBS,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Both banks and Barclays' U.S. subsidiaries are banks with a high proportion of non-interest income.</p><p><a href=\"https://laohu8.com/S/BCS\">Barclays Bank</a>、<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>And Morgan Stanley declined to comment on the matter. UBS and American Express also did not immediately comment.</p><p>On Wednesday, Federal Reserve Chairman Jerome Powell told Congress that it is crucial for banks to have strong capital, but regulators must be mindful of the trade-offs to avoid challenging their businesses.</p><p><h2><span><span>Unexpectedly severe</span>Is regulation coming? Wall Street was trembling!</span></h2>Although the Basel Accord was reached several years ago, the United States did not begin drafting regulatory legislation to comply with the agreement until after the banking crisis erupted this year. During this crisis, a deposit run led to the collapse of Silicon Valley Bank and two other banks.</p><p>The proposal is the first major rule spearheaded by Barr, the Federal Reserve's vice chairman in charge of supervision. Barr has launched a comprehensive review of capital rules and is expected to take tough measures against Wall Street.</p><p>Isaac Boltansky, head of policy research at brokerage firm BTIG, said, \"The benchmark assumption has shifted to...\"<strong>The level of toughness will far exceed anyone's expectations at the end of last year.</strong>”。</p><p>Banking executives argue that bank failures were caused by mismanagement and liquidity problems, and that the entire system was already well-capitalized.</p><p>Three sources said,<strong>The proposal is also expected to apply stricter capital rules to smaller banks with assets exceeding $100 billion, including some that have encountered liquidity problems this year.</strong></p><p>Bankers say that increasing capital requirements now could be counterproductive, putting pressure on the banking sector and damaging credit conditions, given investor unease about the health of the industry and the overall economy.</p><p>Two sources familiar with the matter said that the regulatory agencies<strong>Republican officials have expressed similar concerns</strong>On Wednesday, Republican lawmakers also raised concerns about capital rules with Powell.</p><p>Kevin Fromer, CEO of the Financial Services Forum, said, \"In times of uncertainty, it is extremely important for regulators to pay attention to economic costs.\"<strong>\"Raising capital requirements on already well-capitalized institutions is not in the interest of the U.S. economy.\"</strong>The forum's members include the eight largest banks in the United States.</p><p>The Federal Reserve is working with the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) to draft new regulatory rules. Five people familiar with the matter said regulators had hoped to release the proposal this month, but staff are still drafting it.<strong>The timetable has been postponed to late July.</strong>。 Both the OCC and the FDIC declined to comment.</p><p>U.S. Acting Comptroller of the Currency Michael Hsu told reporters last week that banks are \"not ashamed to share their concerns\" and that regulators are weighing the risks.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/webapp/details.html?id=115509&type=news&data_type=0\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/34f4bf2aa1b8831fa8d83e8683b5b2b6","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares",".DJI":"道琼斯","BK4020":"通信设备","TQQQ":"纳指三倍做多ETF","BK4585":"ETF&股票定投概念",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","SH":"做空标普500-Proshares","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","DDM":"2倍做多道指ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4559":"巴菲特持仓","DXD":"两倍做空道琼30指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BK4588":"碎股","BK4550":"红杉资本持仓","SDOW":"三倍做空道指30ETF-ProShares","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares","DJX":"1/100道琼斯","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares","OCC":"Optical Cable Corporation"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=115509&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345500717","content_text":"据六名知情人士透露,美国银行业正推动软化一项提高银行资本金要求的重大监管提案,担心该提案可能过于繁重,尤其是对仍未从3月银行业危机中恢复过来的银行而言。以美联储为首的银行监管机构正在敲定一项提案,该提案将实施巴塞尔银行监管委员会在2007-2009年金融危机后达成的国际资本标准。银行家们尤其担心的是草案中的一项提议,即对非利息收入征收更高的资本费用。非利息收入比如银行对信用卡或投资银行服务收取的费用。知情人士称,这项要求是巴塞尔委员会于2017年达成的一揽子协议的一部分。但业内表示,这夸大了非利息收入占比较高的银行面临的风险,并希望美国监管机构能放松要求。三位知情人士表示,银行业正敦促监管机构对此类收费适用的资产比例设定上限,但尚不清楚监管机构是否会采取这种做法。一位业内人士指出,近年来,非利息服务收入一直是许多银行增长战略的重点。根据华盛顿银行政策研究所2022年的一篇博客,美国运通、摩根士丹利以及瑞银、德意志银行和巴克莱的美国子公司均属于非利息收入占比很高的银行。巴克莱银行、德意志银行和摩根士丹利拒绝就此事置评。瑞银和美国运通也没有立即发表评论。周三,美联储主席鲍威尔告诉国会,银行拥有雄厚的资本至关重要,但监管机构必须注意权衡,以避免银行的业务受到挑战。超预期严厉的监管要来了?华尔街瑟瑟发抖!虽然巴塞尔协议早在几年前就已达成,但直到今年银行业危机爆发后,美国才开始起草监管法案以遵守该协议。在这场危机中,存款挤兑导致硅谷银行和另外两家银行倒闭。该提案是美联储负责监管的副主席巴尔牵头制定的首条重大规则。巴尔已启动了对资本规则的全面评估,预计将对华尔街采取严厉措施。经纪公司BTIG政策研究主管艾萨克•博尔坦斯基(Isaac Boltansky)表示,“基准假设已经转变为,该提案的强硬程度将远远超出去年年底时任何人的预期”。银行业高管辨称,银行倒闭是由管理不善和流动性问题造成的,而且整个系统的资本已经充足。三名消息人士称,该提案预计还将让更严格的资本规则适用于资产超过1000亿美元的小型银行,其中包括一些今年遇到流动性问题的银行。银行家表示,鉴于投资者对该行业和整体经济的健康状况感到不安,现在增加资本金要求可能会适得其反,给银行业带来压力并损害信贷状况。两位知情人士说,监管机构中的共和党官员也表达了类似的担忧,周三共和党议员同样向鲍威尔提出了对资本规则的担忧。金融服务论坛首席执行官凯文·弗罗默(Kevin Fromer)表示,“在充满不确定性的时期,各监管机构要注意经济成本,这一点极其重要”,“对已经资本充足的机构提高资本金要求,不符合美国经济的利益”。该论坛的成员包括美国最大的八家银行。美联储正在与货币监理署(OCC)和联邦存款保险公司(FDIC)一起起草监管新规。五位知情人士表示,监管机构原本希望本月公布该提案,但工作人员仍在起草草案,时间表已推迟到7月下旬。OCC和FDIC都拒绝置评。美国货币代理主计长迈克尔·许(Michael Hsu)上周对记者表示,银行“并不羞于分享他们的担忧”,监管机构正在权衡风险。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,"NQmain":0.6,"IVV":0.6,"DDM":0.6,".DJI":0.65,"SPY":0.65,"DOG":0.6,".IXIC":0.65,"OEF":0.6,".SPX":0.6,"SDOW":0.6,"TQQQ":0.6,"QID":0.6,"OCC":1,"SH":0.6,"PSQ":0.6,"SQQQ":0.6,"SPXU":0.6,"DJX":0.6,"MNQmain":0.6,"UPRO":0.6,"DXD":0.6,"ESmain":0.6,"SDS":0.6,"OEX":0.6,"QLD":0.6,"QQQ":0.6,"SSO":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":5537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190248901304496,"gmtCreate":1687473141791,"gmtModify":1687473145111,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190248901304496","repostId":"1194491376","repostType":4,"repost":{"id":"1194491376","kind":"news","pubTimestamp":1687447307,"share":"https://ttm.financial/m/news/1194491376?lang=en_US&edition=fundamental","pubTime":"2023-06-22 23:21","market":"us","language":"zh","title":"\"Federal Reserve Mouthpiece\": Powell emphasizes that interest rates may be raised again in the coming months.","url":"https://stock-news.laohu8.com/highlight/detail?id=1194491376","media":"新浪财经","summary":"“美联储传声筒”Nick Timiraos撰文称,鲍威尔今日表示上周之所以没有提高利率,是因为美联储想要减缓其有史以来最快的加息步伐。但他强调,在未来几个月内可能会再次提高利率,且美联储内部绝大多数成","content":"<p><html><head></head><body>Nick Timiraos, the \"mouthpiece of the Federal Reserve,\" wrote that Powell said today that the reason he did not raise interest rates last week was because the Fed wanted to slow its fastest-ever pace of rate hike.</p><p><p style=\"text-align: start;\">However, he emphasized that interest rates may be raised again in the coming months, and that the vast majority of members within the Federal Reserve believe there is still room for rate hikes.</p><p><p style=\"text-align: start;\">Federal Reserve officials now believe that their past rate hike practices, coupled with recent pressures on the banking sector, could ultimately lead to a more severe economic slowdown than expected, and they are trying to balance this risk. They also face the risk that the economy may be more resilient than expected, and that high inflation will require them to raise interest rates higher than previously expected.</p><p></body></html></p>","source":"XLCJ","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>\"Federal Reserve Mouthpiece\": Powell emphasizes that interest rates may be raised again in the coming months.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"Federal Reserve Mouthpiece\": Powell emphasizes that interest rates may be raised again in the coming months.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2023-06-22 23:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Nick Timiraos, the \"mouthpiece of the Federal Reserve,\" wrote that Powell said today that the reason he did not raise interest rates last week was because the Fed wanted to slow its fastest-ever pace of rate hike.</p><p><p style=\"text-align: start;\">However, he emphasized that interest rates may be raised again in the coming months, and that the vast majority of members within the Federal Reserve believe there is still room for rate hikes.</p><p><p style=\"text-align: start;\">Federal Reserve officials now believe that their past rate hike practices, coupled with recent pressures on the banking sector, could ultimately lead to a more severe economic slowdown than expected, and they are trying to balance this risk. They also face the risk that the economy may be more resilient than expected, and that high inflation will require them to raise interest rates higher than previously expected.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-06-22/doc-imyyevmm0024657.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-06-22/doc-imyyevmm0024657.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194491376","content_text":"“美联储传声筒”Nick Timiraos撰文称,鲍威尔今日表示上周之所以没有提高利率,是因为美联储想要减缓其有史以来最快的加息步伐。但他强调,在未来几个月内可能会再次提高利率,且美联储内部绝大多数成员都认为利率仍有上调空间。美联储官员目前认为,他们过去加息的做法,加上最近银行业面临的压力,最终可能造成比预期更为严重的经济放缓,他们试图平衡这一风险。同时他们还面临经济可能比预期更具有弹性,以及通胀率过高需要他们将利率提高得比之前预期更高所带来的风险。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190249367875712,"gmtCreate":1687473122351,"gmtModify":1687473125887,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190249367875712","repostId":"1133142033","repostType":4,"repost":{"id":"1133142033","kind":"news","pubTimestamp":1687447997,"share":"https://ttm.financial/m/news/1133142033?lang=en_US&edition=fundamental","pubTime":"2023-06-22 23:33","market":"us","language":"zh","title":"At the cost of destroying employment? POWELL: Two more rate hike would be appropriate","url":"https://stock-news.laohu8.com/highlight/detail?id=1133142033","media":"金十数据","summary":"尽管议员质疑美联储抗通胀可能破坏就业,但鲍威尔极力为进一步紧缩的立场辩护,此前又一鹰派现身支持.......周四,美联储主席鲍威尔出席众议院金融服务委员会听证会,发言稿与周三的证词一模一样。在问答环节","content":"<p><html><head></head><body><strong>Despite lawmakers questioning whether the Federal Reserve's fight against inflation could damage jobs, Powell strongly defended his stance on further tightening, after another hawk emerged in support...</strong><p style=\"text-align: justify;\">On Thursday, Federal Reserve Chairman Jerome Powell appeared before the House Financial Services Committee, and his remarks were exactly the same as his testimony on Wednesday. During the Q&A session,<strong>Powell defended the need for further rate hike, despite the potential impact on employment.</strong></p><p><p style=\"text-align: justify;\">Ohio Democratic Senator Sherrod Brown, chairman of the Senate Banking Committee, questioned that the Federal Reserve's efforts to control inflation could lead to a disproportionate loss of jobs for racial and ethnic minorities. \"Where I live, what the Federal Reserve says is 'to calm down ordinary people is to lay off employees.'\"</p><p><p style=\"text-align: justify;\">Powell stated that working-class families will be most directly and rapidly affected by inflation. But he added that Federal Reserve officials currently believe that \"if the economy performs as expected,\"<strong>rate hike again this year would be appropriate, and perhaps rate hike twice more.</strong>。”</p><p><p style=\"text-align: justify;\">According to him, in the committee<strong>The vast majority of people believe that interest rates still have some room to rise.</strong>。 Although inflation declined, it was mainly due to lower energy and food prices, rather than monetary policy (which played a role). He expects the unemployment rate to rise further, thus helping to slow inflation.</p><p><p style=\"text-align: justify;\">Lawmakers also questioned Powell on banking issues. He acknowledged that the Federal Reserve needs to strengthen its regulatory and oversight practices.<strong>Capital requirements for large banks may be increased by 20%.</strong></p><p><p style=\"text-align: justify;\">Earlier that day, Federal Reserve Governor Bowman stated that the Fed needs to further raise interest rates to reduce inflation, which means she has joined the ranks of hawks.<strong>Hopefully, rate hike will resume in due course after keeping interest rates unchanged last week.</strong></p><p><p style=\"text-align: justify;\">In remarks prepared for a Federal Reserve listening event in Cleveland on Thursday, Bowman said:</p><p><strong>\"I support the Federal Open Market Committee's (FOMC) decision last week to keep the Federal Funds rate target range unchanged and continue to reduce the Fed's securities holdings. However, I believe that further increases in policy interest rates are necessary over time to bring inflation down to the target level.\"</strong><p style=\"text-align: justify;\">Bowman reiterated Powell's message on Capitol Hill this week. He told the House Finance Committee on Wednesday that policymakers expect to need to continue raising interest rates to slow U.S. economic growth and curb price pressures.</p><p><p style=\"text-align: justify;\">Currently, Federal Reserve officials are beginning to consider the best way to cool inflation.<strong>Generate more disagreements</strong>。 Although inflation is slowing, it is still above the Federal Reserve's 2% target.</p><p><p style=\"text-align: justify;\">Atlanta Federal Reserve Bank President Bostic said Wednesday that he supports keeping interest rates steady for the rest of the year, giving inflation time to react to past rate hike actions. Bowman recently stated that further increases in borrowing costs may be needed to reduce core inflation, an indicator that has remained high. She said:</p><p><strong>\"While tight monetary policy has had some impact on economic activity and inflation so far, we have seen core inflation remain largely stable since the fall of 2022. I expect we will need to raise interest rates further to achieve a sufficiently tight monetary policy stance to effectively and sustainably reduce inflation.\"</strong></body></html></p>","source":"jssj","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>At the cost of destroying employment? POWELL: Two more rate hike would be appropriate</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\">\nAt the cost of destroying employment? POWELL: Two more rate hike would be appropriate\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-06-22 23:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>Despite lawmakers questioning whether the Federal Reserve's fight against inflation could damage jobs, Powell strongly defended his stance on further tightening, after another hawk emerged in support...</strong><p style=\"text-align: justify;\">On Thursday, Federal Reserve Chairman Jerome Powell appeared before the House Financial Services Committee, and his remarks were exactly the same as his testimony on Wednesday. During the Q&A session,<strong>Powell defended the need for further rate hike, despite the potential impact on employment.</strong></p><p><p style=\"text-align: justify;\">Ohio Democratic Senator Sherrod Brown, chairman of the Senate Banking Committee, questioned that the Federal Reserve's efforts to control inflation could lead to a disproportionate loss of jobs for racial and ethnic minorities. \"Where I live, what the Federal Reserve says is 'to calm down ordinary people is to lay off employees.'\"</p><p><p style=\"text-align: justify;\">Powell stated that working-class families will be most directly and rapidly affected by inflation. But he added that Federal Reserve officials currently believe that \"if the economy performs as expected,\"<strong>rate hike again this year would be appropriate, and perhaps rate hike twice more.</strong>。”</p><p><p style=\"text-align: justify;\">According to him, in the committee<strong>The vast majority of people believe that interest rates still have some room to rise.</strong>。 Although inflation declined, it was mainly due to lower energy and food prices, rather than monetary policy (which played a role). He expects the unemployment rate to rise further, thus helping to slow inflation.</p><p><p style=\"text-align: justify;\">Lawmakers also questioned Powell on banking issues. He acknowledged that the Federal Reserve needs to strengthen its regulatory and oversight practices.<strong>Capital requirements for large banks may be increased by 20%.</strong></p><p><p style=\"text-align: justify;\">Earlier that day, Federal Reserve Governor Bowman stated that the Fed needs to further raise interest rates to reduce inflation, which means she has joined the ranks of hawks.<strong>Hopefully, rate hike will resume in due course after keeping interest rates unchanged last week.</strong></p><p><p style=\"text-align: justify;\">In remarks prepared for a Federal Reserve listening event in Cleveland on Thursday, Bowman said:</p><p><strong>\"I support the Federal Open Market Committee's (FOMC) decision last week to keep the Federal Funds rate target range unchanged and continue to reduce the Fed's securities holdings. However, I believe that further increases in policy interest rates are necessary over time to bring inflation down to the target level.\"</strong><p style=\"text-align: justify;\">Bowman reiterated Powell's message on Capitol Hill this week. He told the House Finance Committee on Wednesday that policymakers expect to need to continue raising interest rates to slow U.S. economic growth and curb price pressures.</p><p><p style=\"text-align: justify;\">Currently, Federal Reserve officials are beginning to consider the best way to cool inflation.<strong>Generate more disagreements</strong>。 Although inflation is slowing, it is still above the Federal Reserve's 2% target.</p><p><p style=\"text-align: justify;\">Atlanta Federal Reserve Bank President Bostic said Wednesday that he supports keeping interest rates steady for the rest of the year, giving inflation time to react to past rate hike actions. Bowman recently stated that further increases in borrowing costs may be needed to reduce core inflation, an indicator that has remained high. She said:</p><p><strong>\"While tight monetary policy has had some impact on economic activity and inflation so far, we have seen core inflation remain largely stable since the fall of 2022. I expect we will need to raise interest rates further to achieve a sufficiently tight monetary policy stance to effectively and sustainably reduce inflation.\"</strong></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/details/115510\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b37cbfdbd9fac06fc4ae2f84ad058a92","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/115510","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133142033","content_text":"尽管议员质疑美联储抗通胀可能破坏就业,但鲍威尔极力为进一步紧缩的立场辩护,此前又一鹰派现身支持.......周四,美联储主席鲍威尔出席众议院金融服务委员会听证会,发言稿与周三的证词一模一样。在问答环节,鲍威尔为进一步加息的必要性进行了辩护,尽管这可能对就业产生影响。俄亥俄州民主党参议员、参议院银行委员会主席谢罗德·布朗则质疑道,美联储控制通胀的努力有可能导致少数种族和少数族裔不成比例地失去工作机会。“在我居住的地方,美联储所说的‘让普通人冷静下来就是裁员’。鲍威尔对此表示,工薪家庭将最直接、最迅速地受到通胀的影响。但他补充说,美联储官员目前认为,“如果经济表现如预期,今年再次加息将是合适的,或许还会加息两次。”据其称,委员会中绝大多数人认为利率还有一点上升空间。虽然通胀出现下降,但主要是由于能源和食品价格出现了下降,而非货币政策(起了作用)。他预计失业率将会进一步上升一点,从而帮助减缓通胀。立法者还就银行业问题向鲍威尔提出质询。他承认,美联储需要加强其监管和监督实践,可能将对大型银行的资本要求提高20%。同日早些时候,美联储理事鲍曼表示,美联储需要进一步提高利率以降低通胀,这意味着她加入了鹰派的行列,希望在上周维持利率不变后适时恢复加息。鲍曼周四在为克利夫兰举行的美联储聆听活动准备的讲话中表示:“我支持联邦公开市场委员会(FOMC)上周保持联邦基金利率目标区间不变、并继续削减美联储证券持有量的决定,然而,我认为,随着时间的推移,有必要进一步上调政策利率,以将通胀降至目标水平。”鲍曼重申了鲍威尔本周在国会山传达的信息。他周三在众议院金融委员会发表讲话时表示,政策制定者预计需要继续提高利率,以减缓美国经济增长并遏制价格压力。 当前,美联储官员们开始在冷却通胀的最佳途径上产生更多分歧。虽然通胀正在放缓,但仍高于美联储2%的目标。亚特兰大联邦储备银行行长博斯蒂克周三表示,他支持在今年剩余时间内保持利率稳定,让通胀有时间对过去的加息行动做出反应。而鲍曼最新表示,可能需要进一步提高借贷成本来降低核心通胀,该指标一直居高不下。她说:“尽管迄今为止,紧缩的货币政策对经济活动和通胀产生了一些影响,但我们看到核心通胀自2022年秋季以来基本处于平稳状态。我预计,我们将需要进一步提高利率,以实现足够严格的货币政策立场,从而有效而持久地降低通胀。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":5036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188140677566728,"gmtCreate":1686958515526,"gmtModify":1686958519289,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188140677566728","repostId":"2343195366","repostType":4,"repost":{"id":"2343195366","kind":"highlight","pubTimestamp":1686924939,"share":"https://ttm.financial/m/news/2343195366?lang=en_US&edition=fundamental","pubTime":"2023-06-16 22:15","market":"us","language":"zh","title":"It would take another 1% rate hike to cause US stocks to fall! Wells Fargo: AI giants will usher in an \"Internet age-style\" boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2343195366","media":"智通财经网","summary":"富国银行称,除非美联储再至少加息一个百分点,否则整体美股市场仍有上涨空间,可能出现类似于互联网泡沫时代的飙升。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>It is stated that unless the Federal Reserve rate hike by at least another percentage point, the overall US stock market still has room to rise, potentially experiencing a surge similar to the dot-com bubble era.</p><p>In a report on Friday, Wells Fargo strategist Chris Harvey wrote: “After the S&P 500 not only broke through our year-end target of 4,200 points, but also our ‘soft landing’ target of 4,420 points (with a 20% probability), we are thinking about the 1999/2000 scenario. This means looking for an event turning point, which is a recession.”</p><p>Harvey stated, \"We believe that the Fed's pause on rate hike will bring hyperscale AI companies to the 'next level.' If the situation in 1999/2000 is any guide, 'new economy stocks' will not recess until the economy and 'old economy stocks' recess, which may not happen until the Fed raises interest rates above 6%.\"</p><p>Harvey added, \"We believe the Fed's actions have supported a moderate rebound in mega-cap stocks, whose valuations are not outrageous compared to the S&P 500 (and compared to 1999). However, recent overbought technical indicators suggest that mega-cap stocks will pause their rise/pullback, while small and mid-cap stocks will catch up.\"</p><p>So far this year, the S&P 500 has risen 16%. Among the beneficiaries of massive AI,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock price rose by nearly 200% during the same period.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up nearly 50%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 40%; At the same time, other tech giants also rose.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose 48%.<a href=\"https://laohu8.com/S/META\">Goal</a>It rose by more than 125%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 135%.</p><p></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It would take another 1% rate hike to cause US stocks to fall! Wells Fargo: AI giants will usher in an \"Internet age-style\" boom</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\">\nIt would take another 1% rate hike to cause US stocks to fall! Wells Fargo: AI giants will usher in an \"Internet age-style\" boom\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-06-16 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>It is stated that unless the Federal Reserve rate hike by at least another percentage point, the overall US stock market still has room to rise, potentially experiencing a surge similar to the dot-com bubble era.</p><p>In a report on Friday, Wells Fargo strategist Chris Harvey wrote: “After the S&P 500 not only broke through our year-end target of 4,200 points, but also our ‘soft landing’ target of 4,420 points (with a 20% probability), we are thinking about the 1999/2000 scenario. This means looking for an event turning point, which is a recession.”</p><p>Harvey stated, \"We believe that the Fed's pause on rate hike will bring hyperscale AI companies to the 'next level.' If the situation in 1999/2000 is any guide, 'new economy stocks' will not recess until the economy and 'old economy stocks' recess, which may not happen until the Fed raises interest rates above 6%.\"</p><p>Harvey added, \"We believe the Fed's actions have supported a moderate rebound in mega-cap stocks, whose valuations are not outrageous compared to the S&P 500 (and compared to 1999). However, recent overbought technical indicators suggest that mega-cap stocks will pause their rise/pullback, while small and mid-cap stocks will catch up.\"</p><p>So far this year, the S&P 500 has risen 16%. Among the beneficiaries of massive AI,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock price rose by nearly 200% during the same period.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up nearly 50%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 40%; At the same time, other tech giants also rose.<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>It rose 48%.<a href=\"https://laohu8.com/S/META\">Goal</a>It rose by more than 125%.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose by more than 135%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/947227.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"IVV":"标普500ETF-iShares","OEF":"标普100指数ETF-iShares","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SSO":"2倍做多标普500ETF-ProShares","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4504":"桥水持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4538":"云计算","SH":"做空标普500-Proshares","BK4588":"碎股","BK4579":"人工智能","GOOGL":"谷歌A","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","SDS":"两倍做空标普500 ETF-ProShares","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4561":"索罗斯持仓","BK4573":"虚拟现实","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","DXD":"两倍做空道琼30指数ETF-ProShares","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SPXU":"三倍做空标普500ETF-ProShares","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","UDOW":"三倍做多道指30ETF-ProShares","BK4585":"ETF&股票定投概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4534":"瑞士信贷持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","SPY":"标普500ETF","BK4514":"搜索引擎","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4503":"景林资产持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4576":"AR"},"source_url":"http://www.zhitongcaijing.com/content/detail/947227.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2343195366","content_text":"富国银行称,除非美联储再至少加息一个百分点,否则整体美股市场仍有上涨空间,可能出现类似于互联网泡沫时代的飙升。富国银行策略师Chris Harvey在周五的一份报告中写道:“在标普500指数不仅突破了我们设定的4200点年终目标,而且还突破了我们设定的4420点的‘软着陆’目标(可能性为20%)之后,我们正在想到了1999/2000年的剧本。这意味着寻找事件拐点,那个事件就是经济衰退。”Harvey表示:“我们认为美联储暂停加息将让超大规模的AI公司进入‘下一个水平’。如果1999/2000年的情况可以作为参考的话,‘新经济股票’不会衰退,直到经济和‘旧经济股票’衰退,而这可能要等到美联储将利率提高到6%以上才会发生。”Harvey补充称:“我们认为,美联储的行动支持了超级大盘股的适中反弹,与标普500指数(以及与1999年相比)相比,它们的估值并不离谱。不过,近期超买技术面暗示超级大盘股将暂停上涨/回调,而中小盘股将迎头赶上。”今年迄今,标普500指数今年上涨了16%。在超大规模的AI受益者中,英伟达股价同期上涨了近200%。苹果上涨近50%,微软上涨45%,谷歌母公司Alphabet上涨40%;与此同时,其他科技巨头也跟着上涨,亚马逊上涨了48%,Meta上涨了125%以上,特斯拉上涨了135%以上。","news_type":1,"symbols_score_info":{"SSO":0.6,"ESmain":0.6,"GOOGL":0.65,"DXD":0.6,"SPXU":0.6,"SPY":0.9,"SDS":0.6,"IVV":0.6,"UDOW":0.6,"OEF":0.6,"SH":0.6}},"isVote":1,"tweetType":1,"viewCount":5186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188141469691912,"gmtCreate":1686958496624,"gmtModify":1686958500149,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188141469691912","repostId":"1176607777","repostType":4,"repost":{"id":"1176607777","kind":"news","weMediaInfo":{"introduction":"欢迎收听雷帝触网,雷帝触网是中国最多产的互联网科技自媒体,内容中立,快、准、狠,其由资深媒体人雷建平创办,雷建平是今日头条签约作家,也入驻了一点资讯、搜狐、网易等平台。","home_visible":1,"media_name":"雷递","id":"52","head_image":"https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16"},"pubTimestamp":1686926256,"share":"https://ttm.financial/m/news/1176607777?lang=en_US&edition=fundamental","pubTime":"2023-06-16 22:37","market":"other","language":"zh","title":"J&T Express is aiming for a Hong Kong stock market listing: with annual revenue of US$7.3 billion, its founder Li Jie has connections with Duan Yongping.","url":"https://stock-news.laohu8.com/highlight/detail?id=1176607777","media":"雷递","summary":"极兔正成为中国快递行业的“黑马”。今日晚间,极兔递交招股书,准备在港交所上市。一旦上市,极兔将成继顺丰、京东物流、中通、申通、圆通及百世后,又一家上市的物流企业。年营收73亿美元极兔由OPPO印尼业务","content":"<p><html><head></head><body>J&T Express is becoming a \"dark horse\" in China's express delivery industry. Tonight, J&T Express submitted its prospectus, preparing to list on the Hong Kong Stock Exchange.</p><p><p style=\"text-align: justify;\">Once listed, J&T Express will become another listed logistics company, following SF Express, JD Logistics, ZTO Express, STO Express, YTO Express, and Best Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acd73f21f46a1282f0e4329c9dbdcf3a\" title=\"\" tg-width=\"863\" tg-height=\"661\"/></p><p><strong>Annual revenue of $7.3 billion</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653b1ab95aedfd5f4eab3ca73c30a868\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"595\"/></p><p><p style=\"text-align: justify;\">J&T Express was founded in Jakarta, the capital of Indonesia, in 2015 by Li Jie, the founder of OPPO's Indonesian business. In 2019, J&T Express became the second largest express delivery company in Southeast Asia. In the same year, J&T Express acquired Shanghai Longbang Express, directly obtaining express delivery operation qualifications and a network in China.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a769053435e4f4770862f227b758156d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"636\"/></p><p><p style=\"text-align: justify;\">According to the prospectus, J&T Express's revenue was US$1.535 billion, US$4.852 billion, and US$7.267 billion in 2020, 2021, and 2022, respectively. The profits for the period were -$664 million, -$6.192 billion, and $1.573 billion, respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6156c10acac896cb1544a492e2a83dc1\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1191\"/></p><p><p style=\"text-align: justify;\">J&T Express's adjusted EBITDA for 2020, 2021, and 2022 was -$321 million, -$528 million, and -$204 million, respectively.</p><p><p style=\"text-align: justify;\">Specifically, J&T Express's adjusted EBITDA from Southeast Asia was US$267 million, US$427 million, and US$332 million in 2020, 2021, and 2022, respectively. The company is still in the investment phase in the Chinese market and is operating at a loss, with figures of -$616 million, -$940 million, and -$335 million respectively.</p><p><p style=\"text-align: justify;\"><strong>Juniors in the industry are rising to prominence.</strong></p><p><p style=\"text-align: justify;\">The original structure of China's express delivery industry consisted of STO Express, ZTO Express, ZTO Express, Zunda Express, SF Express, and JD Express. However, J&T Express rose to prominence in China in a very short period of time. In just 10 months, J&T's daily order volume exceeded 20 million. To achieve this goal, it will take 16 years for ZTO General Motors, 18 years for Yuan General Motors, 19 years for Yunda Express, and 25 years for Shen General Motors.</p><p><p style=\"text-align: justify;\">By June 2022, it was announced at J&T Express's major customer meeting that the average daily business volume across the network had exceeded and stabilized at over 40 million pieces, placing it among the top tier of domestic express delivery companies.</p><p><p style=\"text-align: justify;\"><strong>J&T Express has captured such a large market share so quickly thanks to several strategies:</strong></p><p><p style=\"text-align: justify;\"><strong>1. It has risen rapidly by relying on the existing network systems of OPPO and Vivo.</strong></p><p><p style=\"text-align: justify;\">Rumors circulate online that a key reason for J&T Express's early rise was that it won over its express delivery franchisees, focusing on money rather than relationships. Over the past few years, China's express delivery industry has been engaged in a price war that has continuously driven down franchisees' delivery costs, leading to widespread complaints from franchisees.</p><p><p style=\"text-align: justify;\">At this time, J&T Express emerged, offering higher delivery fees to encourage franchisees of the \"Tongda Group\" to use J&T Express. In 2020, J&T Express was once collectively \"blocked\" by its peers. On April 6, 2021, the Yiwu Postal Administration issued a warning letter to J&T Express, directly accusing it of \"dumping at low prices\".</p><p><p style=\"text-align: justify;\">Sources familiar with J&T Express told Leidi.com that J&T Express did not conduct any external investment promotion in the early stages, but it is still very sought after. The reason is that J&T Express relies on the existing network systems of OPPO and Vivo, and a group of people are willing to invest real money to support J&T Express when it returns to China to develop. They recognize J&T Express's commercial and cultural value and believe that J&T Express will definitely succeed. This is the core reason supporting J&T Express's early development.</p><p><p style=\"text-align: justify;\">2. Continue making large-scale acquisitions. Despite being a newcomer to the Chinese market, J&T Express is not holding back. In October 2021, Best Inc. and J&T Express jointly announced a strategic cooperation agreement, under which Best Inc. transferred its domestic express delivery business to J&T Express for approximately RMB 6.8 billion (US$1.1 billion).</p><p><p style=\"text-align: justify;\">Best Inc.'s sale of its domestic express delivery business was also out of necessity. Against the backdrop of the ongoing price war in the express delivery industry, Best Inc. has struggled to survive in China and has become the worst express delivery company in the industry. Best Express's order volume was 1.907 billion, 2.275 billion, and 2.301 billion in 2019, 2019, and the second quarter of 2021, respectively. Although it was growing, its market share was 12.2%, 10.7%, and 8.4%, respectively, declining steadily.</p><p><p style=\"text-align: justify;\">However, J&T Express values one aspect of Best Express – it is a major express delivery service provider within the Taobao ecosystem. At the time, Best Inc.'s founder, Zhou Shaoning, held 47,790,698 Class C shares, representing 46.4% of the voting rights. Alibaba holds 48,900,357 Class A shares and 94,075,249 Class B shares, carrying 46.7% of the voting rights. In other words, Alibaba has even more influence than Zhou Shaoning.</p><p><p style=\"text-align: justify;\">By acquiring Best Express, J&T Express has gained a foothold in China and officially joined the e-commerce express delivery industry. Industry insiders believe that \"Best Express's last-mile outlets, senior executives, and major customer resources have truly put J&T Express at the card table.\"</p><p><p style=\"text-align: justify;\">J&T Express's acquisition campaign has not stopped. In May 2023, SF Holding transferred its business, Fengwang Holdings, to J&T Express for RMB 1.183 billion. Fengwang Information's revenue in 2022 was 3.275 billion yuan, with a net loss of 747 million yuan; The company reported revenue of 691 million yuan and a net loss of 143 million yuan in the first quarter of 2023.</p><p><p style=\"text-align: justify;\">J&T Express can be described as paying to make friends. Today, more than 30 e-commerce platforms, including Taobao, Kuaishou, Douyin, and Dangdang, have reached cooperation agreements with J&T Express. Moreover, all 1,671 franchise outlets covered by Fengwang in 27 provinces and cities across the country will belong to J&T Express in the future.</p><p><p style=\"text-align: justify;\"><strong>3. The founder has a deep background in BBK.</strong></p><p><p style=\"text-align: justify;\">Li Jie, the founder of J&T Express, is a long-time subordinate of OPPO leader Chen Mingyong and a natural-born sales talent.</p><p><p style=\"text-align: justify;\">According to available information, Li Jie was born in Sichuan in 1967 and graduated from Beijing University of Science and Technology. After graduation, he worked in sales under BBK's agency system. He was poached by BBK Electronics due to his outstanding performance.</p><p><p style=\"text-align: justify;\">There are rumors online that Duan Yongping greatly admired Li Jie and brought him to BBK. In reality, Chen Mingyong greatly admired him and entrusted Li Jie with important responsibilities. Subsequently, BBK incubated OPPO, Vivo, and Little Genius. Chen Mingyong took the helm of OPPO and also brought Li Jie to OPPO.</p><p><p style=\"text-align: justify;\">Li Jie excelled in sales at OPPO. Subsequently, OPPO wanted to expand its business in Indonesia. Li Jie, who didn't even know English or Indonesian, volunteered to go to Indonesia to expand the market. By 2020, OPPO's market share in Indonesia had reached 27.4%, surpassing Samsung.</p><p><p style=\"text-align: justify;\">Since Chen Mingyong is a disciple of Duan Yongping, it can be said that Li Jie and Duan Yongping have a deep connection and are outstanding entrepreneurs who emerged based on BBK's cultural philosophy, marketing and strategic capabilities. However, in the early days of his return to China to start his business at J&T Express, Li Jie and Duan Yongping did not have much interaction.</p><p><p style=\"text-align: justify;\"><strong>The mastermind behind it all, Duan Yongping, and his Chinese disciples</strong></p><p><p style=\"text-align: justify;\">Duan Yongping graduated from the Radio Department of Zhejiang University in 1982. After graduation, he started working in a state-owned enterprise. However, tired of day-to-day life, Duan Yongping then chose to pursue a master's degree in economics at Renmin University. After that, Duan Yongping went south to work at a small electronics factory and became the factory director in less than a year. Duan Yongping discovered a great business opportunity in this process, and the Subor game console was born from this.</p><p><p style=\"text-align: justify;\">Duan Yongping not only transformed Subor from a mess with an annual loss of 2 million yuan into a household name for game consoles. Little Tyrant also hired martial arts superstar Jackie Chan as its spokesperson, and the advertising slogan \"Hoping your son will become a Little Tyrant\" was a household name at the time.</p><p><p style=\"text-align: justify;\">However, Duan Yongping's proposal for shareholding reform was rejected by the major shareholder. Afterwards, Duan Yongping left, founded BBK, and created a business miracle. At the peak of his career, Duan Yongping fell in love with his junior sister Liu Xin. Under Duan Yongping's constant pursuit, Liu Xin wavered.</p><p><p style=\"text-align: justify;\">Liu Xin proposed to Duan Yongping that as long as Duan Yongping dared to give up everything in China and live with her in the United States, he would be willing to work hand in hand with him for the rest of his life. In the face of career and love, Duan Yongping loves beautiful women rather than the country. Duan Yongping decided to hand over all his domestic industries to his friends and follow Liu Xinyuan to live in the United States.</p><p><p style=\"text-align: justify;\">Subsequently, Duan Yongping split BBK into three companies. Two of them were OPPO, headed by Chen Mingyong, and vivo, headed by Shen Wei. Jin Zhijiang later took over BBK and became the father of the \"little genius\". The three of them, along with Pinduoduo founder Huang Zheng, are known as Duan Yongping's \"four disciples\".</p><p><p style=\"text-align: justify;\">Back then, Duan Yongping advised Huang Zheng to join Google, which was not publicly traded at the time, instead of the thriving Microsoft. Duan Yongping said at the time, \"Google looks like a pretty impressive company, worth checking out. It will also be beneficial for your future entrepreneurial endeavors. If you go, you'll stay for at least three years, because you won't be able to really get into an important position or truly understand the company in one or two years.\"</p><p><p style=\"text-align: justify;\">In 2006, Duan Yongping bid for Warren Buffett's lunch for $620,000, becoming the first Chinese person to do so. Huang Zheng was among the people he brought along.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198411c20eea7835d410777e415e8387\" alt=\"\" title=\"\" tg-width=\"874\" tg-height=\"475\"/></p><p><p style=\"text-align: justify;\">Huang Zheng worked at Google for three years, followed Google's IPO, and quickly amassed a million-dollar fortune. In 2007, after three years at Google, Huang Zheng decided to return to China to start his own business. Duan Yongping was also the chairman of BBK, so one of the e-commerce businesses was entrusted to him. Soon after, Ouku.com, spearheaded by Huang Zheng, was launched and is controlled by BBK. Subsequently, Duan Yongping provided Huang Zheng with guidance or assistance to varying degrees throughout his entrepreneurial journey.</p><p><p style=\"text-align: justify;\">Huang Zheng once said, \"Lao Duan has had a great influence on me. Chen Mingyong is my eldest apprentice, Shen Wei is my second apprentice, Jin Zhijiang is my third apprentice, and I can be considered the fourth apprentice of the next generation.\" The three \"senior brothers\" mentioned by Huang Zheng above, Chen Yongming, Shen Wei, and Jin Zhijiang, are the founder of OPPO, the founder of Vivo, and the CEO of BBK. Huang Zheng's first company to start a business after returning to China also received investment from Duan Yongping.</p><p><p style=\"text-align: justify;\">Duan Yongping once said: \"I have been friends with Huang Zheng for more than 10 years. I know him and trust him.\" Huang Zheng is one of the rare and insightful people I know; he focuses on the essence of things.</p><p><p style=\"text-align: justify;\">Duan Yongping has also provided support in Pinduoduo's development, and he is also an angel investor in Pinduoduo. Investing in Pinduoduo also brought Duan Yongping huge returns.</p><p><p style=\"text-align: justify;\">Although Duan Yongping is no longer in China, his story will always be passed down in the martial arts world.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9edac35a59ad49044b51cb57cc6c470\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"597\"/></p><p><p style=\"text-align: justify;\">Recently, OPPO has stopped designing chips, stating that in the face of uncertainties in the global economy and mobile phone market, after careful consideration, the company has decided to terminate its ZEKU business. OPPO stated that this was a difficult decision.</p><p><p style=\"text-align: justify;\">Duan Yongping's influence is also behind this decision.</p><p><p style=\"text-align: justify;\">Duan Yongping commented online that among all the businesses that have voluntarily ceased operations in recent years, the only one that felt a survival crisis was BBK selling its first batch of VCDs. At the time, the Sanyo movement used in the product had a problem, and BBK subsequently recalled all 200,000 machines sold. \"That time was really painful.\"</p><p><p style=\"text-align: justify;\">Duan Yongping pointed out, \"The sooner we correct our mistakes, the better. No matter how big the cost, it is the least cost! This is not the first business we have shut down, nor will it be the last. If anyone asks us why we shut down these businesses, I will have to block them directly.\"</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>J&T Express is aiming for a Hong Kong stock market listing: with annual revenue of US$7.3 billion, its founder Li Jie has connections with Duan Yongping.</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\">\nJ&T Express is aiming for a Hong Kong stock market listing: with annual revenue of US$7.3 billion, its founder Li Jie has connections with Duan Yongping.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/52\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f45a6cbcc8ec48a7a2f52177324d0c16);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷递 </p>\n<p class=\"h-time smaller\">2023-06-16 22:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>J&T Express is becoming a \"dark horse\" in China's express delivery industry. Tonight, J&T Express submitted its prospectus, preparing to list on the Hong Kong Stock Exchange.</p><p><p style=\"text-align: justify;\">Once listed, J&T Express will become another listed logistics company, following SF Express, JD Logistics, ZTO Express, STO Express, YTO Express, and Best Express.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acd73f21f46a1282f0e4329c9dbdcf3a\" title=\"\" tg-width=\"863\" tg-height=\"661\"/></p><p><strong>Annual revenue of $7.3 billion</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/653b1ab95aedfd5f4eab3ca73c30a868\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"595\"/></p><p><p style=\"text-align: justify;\">J&T Express was founded in Jakarta, the capital of Indonesia, in 2015 by Li Jie, the founder of OPPO's Indonesian business. In 2019, J&T Express became the second largest express delivery company in Southeast Asia. In the same year, J&T Express acquired Shanghai Longbang Express, directly obtaining express delivery operation qualifications and a network in China.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a769053435e4f4770862f227b758156d\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"636\"/></p><p><p style=\"text-align: justify;\">According to the prospectus, J&T Express's revenue was US$1.535 billion, US$4.852 billion, and US$7.267 billion in 2020, 2021, and 2022, respectively. The profits for the period were -$664 million, -$6.192 billion, and $1.573 billion, respectively.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6156c10acac896cb1544a492e2a83dc1\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1191\"/></p><p><p style=\"text-align: justify;\">J&T Express's adjusted EBITDA for 2020, 2021, and 2022 was -$321 million, -$528 million, and -$204 million, respectively.</p><p><p style=\"text-align: justify;\">Specifically, J&T Express's adjusted EBITDA from Southeast Asia was US$267 million, US$427 million, and US$332 million in 2020, 2021, and 2022, respectively. The company is still in the investment phase in the Chinese market and is operating at a loss, with figures of -$616 million, -$940 million, and -$335 million respectively.</p><p><p style=\"text-align: justify;\"><strong>Juniors in the industry are rising to prominence.</strong></p><p><p style=\"text-align: justify;\">The original structure of China's express delivery industry consisted of STO Express, ZTO Express, ZTO Express, Zunda Express, SF Express, and JD Express. However, J&T Express rose to prominence in China in a very short period of time. In just 10 months, J&T's daily order volume exceeded 20 million. To achieve this goal, it will take 16 years for ZTO General Motors, 18 years for Yuan General Motors, 19 years for Yunda Express, and 25 years for Shen General Motors.</p><p><p style=\"text-align: justify;\">By June 2022, it was announced at J&T Express's major customer meeting that the average daily business volume across the network had exceeded and stabilized at over 40 million pieces, placing it among the top tier of domestic express delivery companies.</p><p><p style=\"text-align: justify;\"><strong>J&T Express has captured such a large market share so quickly thanks to several strategies:</strong></p><p><p style=\"text-align: justify;\"><strong>1. It has risen rapidly by relying on the existing network systems of OPPO and Vivo.</strong></p><p><p style=\"text-align: justify;\">Rumors circulate online that a key reason for J&T Express's early rise was that it won over its express delivery franchisees, focusing on money rather than relationships. Over the past few years, China's express delivery industry has been engaged in a price war that has continuously driven down franchisees' delivery costs, leading to widespread complaints from franchisees.</p><p><p style=\"text-align: justify;\">At this time, J&T Express emerged, offering higher delivery fees to encourage franchisees of the \"Tongda Group\" to use J&T Express. In 2020, J&T Express was once collectively \"blocked\" by its peers. On April 6, 2021, the Yiwu Postal Administration issued a warning letter to J&T Express, directly accusing it of \"dumping at low prices\".</p><p><p style=\"text-align: justify;\">Sources familiar with J&T Express told Leidi.com that J&T Express did not conduct any external investment promotion in the early stages, but it is still very sought after. The reason is that J&T Express relies on the existing network systems of OPPO and Vivo, and a group of people are willing to invest real money to support J&T Express when it returns to China to develop. They recognize J&T Express's commercial and cultural value and believe that J&T Express will definitely succeed. This is the core reason supporting J&T Express's early development.</p><p><p style=\"text-align: justify;\">2. Continue making large-scale acquisitions. Despite being a newcomer to the Chinese market, J&T Express is not holding back. In October 2021, Best Inc. and J&T Express jointly announced a strategic cooperation agreement, under which Best Inc. transferred its domestic express delivery business to J&T Express for approximately RMB 6.8 billion (US$1.1 billion).</p><p><p style=\"text-align: justify;\">Best Inc.'s sale of its domestic express delivery business was also out of necessity. Against the backdrop of the ongoing price war in the express delivery industry, Best Inc. has struggled to survive in China and has become the worst express delivery company in the industry. Best Express's order volume was 1.907 billion, 2.275 billion, and 2.301 billion in 2019, 2019, and the second quarter of 2021, respectively. Although it was growing, its market share was 12.2%, 10.7%, and 8.4%, respectively, declining steadily.</p><p><p style=\"text-align: justify;\">However, J&T Express values one aspect of Best Express – it is a major express delivery service provider within the Taobao ecosystem. At the time, Best Inc.'s founder, Zhou Shaoning, held 47,790,698 Class C shares, representing 46.4% of the voting rights. Alibaba holds 48,900,357 Class A shares and 94,075,249 Class B shares, carrying 46.7% of the voting rights. In other words, Alibaba has even more influence than Zhou Shaoning.</p><p><p style=\"text-align: justify;\">By acquiring Best Express, J&T Express has gained a foothold in China and officially joined the e-commerce express delivery industry. Industry insiders believe that \"Best Express's last-mile outlets, senior executives, and major customer resources have truly put J&T Express at the card table.\"</p><p><p style=\"text-align: justify;\">J&T Express's acquisition campaign has not stopped. In May 2023, SF Holding transferred its business, Fengwang Holdings, to J&T Express for RMB 1.183 billion. Fengwang Information's revenue in 2022 was 3.275 billion yuan, with a net loss of 747 million yuan; The company reported revenue of 691 million yuan and a net loss of 143 million yuan in the first quarter of 2023.</p><p><p style=\"text-align: justify;\">J&T Express can be described as paying to make friends. Today, more than 30 e-commerce platforms, including Taobao, Kuaishou, Douyin, and Dangdang, have reached cooperation agreements with J&T Express. Moreover, all 1,671 franchise outlets covered by Fengwang in 27 provinces and cities across the country will belong to J&T Express in the future.</p><p><p style=\"text-align: justify;\"><strong>3. The founder has a deep background in BBK.</strong></p><p><p style=\"text-align: justify;\">Li Jie, the founder of J&T Express, is a long-time subordinate of OPPO leader Chen Mingyong and a natural-born sales talent.</p><p><p style=\"text-align: justify;\">According to available information, Li Jie was born in Sichuan in 1967 and graduated from Beijing University of Science and Technology. After graduation, he worked in sales under BBK's agency system. He was poached by BBK Electronics due to his outstanding performance.</p><p><p style=\"text-align: justify;\">There are rumors online that Duan Yongping greatly admired Li Jie and brought him to BBK. In reality, Chen Mingyong greatly admired him and entrusted Li Jie with important responsibilities. Subsequently, BBK incubated OPPO, Vivo, and Little Genius. Chen Mingyong took the helm of OPPO and also brought Li Jie to OPPO.</p><p><p style=\"text-align: justify;\">Li Jie excelled in sales at OPPO. Subsequently, OPPO wanted to expand its business in Indonesia. Li Jie, who didn't even know English or Indonesian, volunteered to go to Indonesia to expand the market. By 2020, OPPO's market share in Indonesia had reached 27.4%, surpassing Samsung.</p><p><p style=\"text-align: justify;\">Since Chen Mingyong is a disciple of Duan Yongping, it can be said that Li Jie and Duan Yongping have a deep connection and are outstanding entrepreneurs who emerged based on BBK's cultural philosophy, marketing and strategic capabilities. However, in the early days of his return to China to start his business at J&T Express, Li Jie and Duan Yongping did not have much interaction.</p><p><p style=\"text-align: justify;\"><strong>The mastermind behind it all, Duan Yongping, and his Chinese disciples</strong></p><p><p style=\"text-align: justify;\">Duan Yongping graduated from the Radio Department of Zhejiang University in 1982. After graduation, he started working in a state-owned enterprise. However, tired of day-to-day life, Duan Yongping then chose to pursue a master's degree in economics at Renmin University. After that, Duan Yongping went south to work at a small electronics factory and became the factory director in less than a year. Duan Yongping discovered a great business opportunity in this process, and the Subor game console was born from this.</p><p><p style=\"text-align: justify;\">Duan Yongping not only transformed Subor from a mess with an annual loss of 2 million yuan into a household name for game consoles. Little Tyrant also hired martial arts superstar Jackie Chan as its spokesperson, and the advertising slogan \"Hoping your son will become a Little Tyrant\" was a household name at the time.</p><p><p style=\"text-align: justify;\">However, Duan Yongping's proposal for shareholding reform was rejected by the major shareholder. Afterwards, Duan Yongping left, founded BBK, and created a business miracle. At the peak of his career, Duan Yongping fell in love with his junior sister Liu Xin. Under Duan Yongping's constant pursuit, Liu Xin wavered.</p><p><p style=\"text-align: justify;\">Liu Xin proposed to Duan Yongping that as long as Duan Yongping dared to give up everything in China and live with her in the United States, he would be willing to work hand in hand with him for the rest of his life. In the face of career and love, Duan Yongping loves beautiful women rather than the country. Duan Yongping decided to hand over all his domestic industries to his friends and follow Liu Xinyuan to live in the United States.</p><p><p style=\"text-align: justify;\">Subsequently, Duan Yongping split BBK into three companies. Two of them were OPPO, headed by Chen Mingyong, and vivo, headed by Shen Wei. Jin Zhijiang later took over BBK and became the father of the \"little genius\". The three of them, along with Pinduoduo founder Huang Zheng, are known as Duan Yongping's \"four disciples\".</p><p><p style=\"text-align: justify;\">Back then, Duan Yongping advised Huang Zheng to join Google, which was not publicly traded at the time, instead of the thriving Microsoft. Duan Yongping said at the time, \"Google looks like a pretty impressive company, worth checking out. It will also be beneficial for your future entrepreneurial endeavors. If you go, you'll stay for at least three years, because you won't be able to really get into an important position or truly understand the company in one or two years.\"</p><p><p style=\"text-align: justify;\">In 2006, Duan Yongping bid for Warren Buffett's lunch for $620,000, becoming the first Chinese person to do so. Huang Zheng was among the people he brought along.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198411c20eea7835d410777e415e8387\" alt=\"\" title=\"\" tg-width=\"874\" tg-height=\"475\"/></p><p><p style=\"text-align: justify;\">Huang Zheng worked at Google for three years, followed Google's IPO, and quickly amassed a million-dollar fortune. In 2007, after three years at Google, Huang Zheng decided to return to China to start his own business. Duan Yongping was also the chairman of BBK, so one of the e-commerce businesses was entrusted to him. Soon after, Ouku.com, spearheaded by Huang Zheng, was launched and is controlled by BBK. Subsequently, Duan Yongping provided Huang Zheng with guidance or assistance to varying degrees throughout his entrepreneurial journey.</p><p><p style=\"text-align: justify;\">Huang Zheng once said, \"Lao Duan has had a great influence on me. Chen Mingyong is my eldest apprentice, Shen Wei is my second apprentice, Jin Zhijiang is my third apprentice, and I can be considered the fourth apprentice of the next generation.\" The three \"senior brothers\" mentioned by Huang Zheng above, Chen Yongming, Shen Wei, and Jin Zhijiang, are the founder of OPPO, the founder of Vivo, and the CEO of BBK. Huang Zheng's first company to start a business after returning to China also received investment from Duan Yongping.</p><p><p style=\"text-align: justify;\">Duan Yongping once said: \"I have been friends with Huang Zheng for more than 10 years. I know him and trust him.\" Huang Zheng is one of the rare and insightful people I know; he focuses on the essence of things.</p><p><p style=\"text-align: justify;\">Duan Yongping has also provided support in Pinduoduo's development, and he is also an angel investor in Pinduoduo. Investing in Pinduoduo also brought Duan Yongping huge returns.</p><p><p style=\"text-align: justify;\">Although Duan Yongping is no longer in China, his story will always be passed down in the martial arts world.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9edac35a59ad49044b51cb57cc6c470\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"597\"/></p><p><p style=\"text-align: justify;\">Recently, OPPO has stopped designing chips, stating that in the face of uncertainties in the global economy and mobile phone market, after careful consideration, the company has decided to terminate its ZEKU business. OPPO stated that this was a difficult decision.</p><p><p style=\"text-align: justify;\">Duan Yongping's influence is also behind this decision.</p><p><p style=\"text-align: justify;\">Duan Yongping commented online that among all the businesses that have voluntarily ceased operations in recent years, the only one that felt a survival crisis was BBK selling its first batch of VCDs. At the time, the Sanyo movement used in the product had a problem, and BBK subsequently recalled all 200,000 machines sold. \"That time was really painful.\"</p><p><p style=\"text-align: justify;\">Duan Yongping pointed out, \"The sooner we correct our mistakes, the better. No matter how big the cost, it is the least cost! This is not the first business we have shut down, nor will it be the last. If anyone asks us why we shut down these businesses, I will have to block them directly.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40dd845f64e42ec14a01fe03bcfb6b6e","relate_stocks":{"01519":"极兔速递-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176607777","content_text":"极兔正成为中国快递行业的“黑马”。今日晚间,极兔递交招股书,准备在港交所上市。一旦上市,极兔将成继顺丰、京东物流、中通、申通、圆通及百世后,又一家上市的物流企业。年营收73亿美元极兔由OPPO印尼业务创始人李杰2015年于印尼首都雅加达创办,2019年,极兔成为东南亚第二大快递公司,同一年,极兔收购上海龙邦快递,在中国直接获得快递经营资质和快递网络。招股书显示,极兔2020年、2021年、2022年营收分别为15.35亿美元、48.52亿美元、72.67亿美元;期内利润分别为-6.64亿美元、-61.92亿美元、15.73亿美元。极兔2020年、2021年、2022年经调整EBITDA分别为-3.21亿美元、-5.28亿美元、-2.04亿美元。具体来看,极兔2020年、2021年、2022年来自东南亚的经调整EBITDA分别为2.67亿美元、4.27亿美元、3.32亿美元;在中国市场仍处于投入期,处于亏损状态,分别为-6.16亿美元、-9.4亿美元、-3.35亿美元。行业后辈 却声势鹊起国内快递行业原本的格局是三通一达,加顺丰和京东快递,但极兔以极短的时间在国内声势鹊起,只用10个月时间,极兔日单量突破2000万。达到这一目标,中通用16年,圆通用18年,韵达用19年,申通用25年。到2022年6月,极兔大客户会上传出,全网日均业务量已经突破且稳定在4000万件以上,跻身国内快递公司第一梯队。极兔这么快占领这么大市场份额,有几板斧:1,依托OPPO、Vivo原有的网络体系快速崛起。网上有传闻称,极兔早期能崛起的重要原因是,策反快递加盟商,谈钱不谈感情。过去几年,中国快递行业连年不断价格战,持续压低加盟商送快递的费用,加盟商们怨声载道。这个时候,极兔横空出世,通过给予更高的派件费用,让“通达系”的加盟商为极兔所用。2020年,极兔一度遭同行集体“封杀”。2021年4月6日,义乌邮政管理局更曾对极兔下发警示函,直指其“低价倾销”行为。熟悉极兔的人士对雷递网表示,极兔早期并没有对外做过招商,依然非常抢手。原因是,极兔依托OPPO、Vivo原有的网络体系,有一帮人愿意在极兔回国发展的时候,愿意拿出真金白银跟着干,认可极兔的商业和文化价值,觉得极兔一定能成,这是支撑极兔早期发展的最核心原因。2,持续大手笔收购。尽管在中国市场初来乍到,但极兔出手并不手软。2021年10月,百世和极兔共同宣布达成战略合作意向,百世集团将其在国内的快递业务以约68亿元(合11亿美元)的价格转让给极兔。百世卖掉国内快递业务,也是出于无奈,在快递行业持续价格战的背景下,百世在国内艰难求生,已经沦为了行业最差快递公司。百世快递在2019年-2021年第二季度单量分别为19.07亿、22.75亿、23.01亿,虽然在增长,但其市场份额分别为12.2%、10.7%、8.4%,一路下滑。不过,百世有一点的价值却为极兔所看重——百世是淘系的主要快递服务商。在当时,百世创始人周韶宁持有47,790,698股C类股,有46.4%的投票权;阿里持有48,900,357股A类股,及94,075,249股B类股,有46.7%的投票权。也就是说,阿里的话语权甚至比周韶宁还大。极兔吞下百世,在中国就有了立足之地,正式加入电商快递的大营。行业人士认为,“百世的末端网点、高管、大客户资源让极兔真正坐上了牌桌。”极兔的收购步伐也并未停止。2023年5月,顺丰控股又将旗下业务丰网控股转让给了极兔,作价11.83亿元。丰网信息2022年营收为32.75亿元,净亏损为7.47亿元;2023年第一季度营收为6.91亿元,净亏损为1.43亿元。极兔可谓是花钱交朋友,如今,淘宝、快手、抖音、当当等30多家电商平台都与极兔达成了合作,且丰网覆盖的全国27个省市,1671个加盟网点,以后全归极兔。3,创始人有很深步步高背景极兔创始人李杰是OPPO掌舵人陈明永多年的老部下,也是一位天生的销售人才。资料显示,李杰1967年出生于四川,毕业于北京科技大学,毕业后在步步高的代理商体系下从事销售工作。因业绩突出,被步步高挖角。网上有传闻称,是段永平非常欣赏李杰,将李杰带到了步步高。实际情况是陈明永非常欣赏他,对李杰委以重任。此后,步步高孵化出了OPPO、Vivo和小天才,陈明永掌舵了OPPO,也把李杰带到OPPO。李杰在OPPO销售业务非常突出。此后,OPPO要到印尼拓展业务,李杰在连英语和印尼语都不会的情况下,主动请缨去了印尼,开拓市场,到2020年OPPO在印尼的市场份额达到27.4%,超过三星。由于陈明永是段永平的门徒,可以说,李杰与段永平是有很深渊源的,也是依托步步高文化理念、营销与战略能力冒出的杰出创业者。不过,一直在极兔回国创业的早期,李杰与段永平并无太多的交集。幕后大佬段永平和他的中国门徒段永平1982年的时候毕业于浙江大学无线电系,毕业后进入国企工作,但厌倦了日复一日生活的段永平随后又选择去人大读经济学硕士。这之后,段永平南下到一家小型电子工厂工作,不到一年时间就成为厂长。段永平在这个过程中发现了很大商机,小霸王游戏机由此诞生。段永平不仅将小霸王从一个年度亏损达200万元的烂摊子,变成了家喻户晓的游戏主机品牌。小霸王还聘请武打巨星成龙担任代言人,“望子成龙小霸王”广告语在当时家喻户晓。不过,段永平的股份制改造建议遭遇大股东拒绝,此后,段永平出走,创办了步步高,并创造了一个商业奇迹。在事业取得高峰的时候,段永平爱上了他的师妹刘昕,在段永平不断追求下,刘昕动摇了。刘昕对段永平提出,只要段永平敢放弃在国内的一切,跟着自己在美国生活就愿意和他携手一生。事业和爱情面前,段永平在不爱江山爱美人。段永平在决定把国内的产业都交给他的朋友们,跟随刘昕远赴美国生活。此后,段永平将步步高拆为三家公司。其中两家便是陈明永负责的OPPO和沈炜负责的vivo,金志江则在后来接任了步步高,并成为“小天才”之父。他们三位加上拼多多创始人黄峥,被称为段永平的“四大门徒”。当年,段永平指点黄峥加盟当时未上市的谷歌工作,而非如日中天的微软。段永平当时说,“Google看起来是一家挺牛的公司,值得去看看。对你未来创业也是有好处的。去的话至少呆三年,因为一两年没法真正进入重要的岗位,真正了解这个公司。”段永平在2006年以62万美元的价格拍下“股神”巴菲特的午餐,为第一位这样做的华人,带过去的人中就有黄峥。黄峥在谷歌工作了3年,跟随谷歌上市,很快拥有百万美元身家。2007年,黄峥在谷歌满三年,决定回国创业。段永平还是步步高的董事长,便将其中一块电商业务交予他。不久,黄峥主导的欧酷网上线,由步步高控股。此后,黄铮创业各个阶段,段永平或多或少给予黄峥以指导或帮助。黄峥曾说,“老段对我的影响非常大,陈明永是大徒弟,沈炜是二徒弟,金志江是三徒弟,我算是下一代的四徒弟。”黄峥上面提到的3位“师兄”陈永明、沈炜和金志江,分别是OPPO创始人、Vivo创始人和步步高的CEO。黄峥回国创业的第一家公司的投资也是来自段永平。段永平曾表示:我和黄峥10 多年的朋友了,我了解他、相信他。黄峥是我知道的少见的很有悟性的人,他关注事物本质。在拼多多的发展中,段永平也给予了支持,段永平也是拼多多的天使投资人。而投资拼多多,也使得段永平获得了巨额的回报。如今,虽然段永平不在国内,但江湖永远流传着段永平的故事。近期,OPPO不做芯片设计,称面对全球经济、手机市场的不确定性,经过慎重考虑,公司决定终止ZEKU业务。OPPO表示,这是艰难的决定。这个决定背后,也有段永平的影子。段永平就在网上点评说,这些年所有主动停止的业务里,唯一感到生存危机的是步步高卖出第一批VCD。当时产品用的三洋机芯出了问题,步步高随后把卖出的20万台机器全部召回了,“那一次确实难受”。段永平指出,“改正错误越早越好,不管多大的代价都是最小的代价!这不是我们关掉的第一个业务,也绝不会是最后一个。谁再问我们为什么关掉这些业务,我就只好直接拉黑了哈。”","news_type":1,"symbols_score_info":{"01519":1}},"isVote":1,"tweetType":1,"viewCount":5159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188140553883896,"gmtCreate":1686958478118,"gmtModify":1686958481789,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188140553883896","repostId":"1133979930","repostType":4,"repost":{"id":"1133979930","kind":"news","pubTimestamp":1686927123,"share":"https://ttm.financial/m/news/1133979930?lang=en_US&edition=fundamental","pubTime":"2023-06-16 22:52","market":"hk","language":"zh","title":"AbbVie and BeiGene: Can't Step into the Same River","url":"https://stock-news.laohu8.com/highlight/detail?id=1133979930","media":"氨基观察","summary":"“专利,是给天才之火加上利润之油”,林肯的这句名言,被创新药领域的重磅炸弹药物一次次印证。药企之间,没有什么比一场成功的专利战,更能将对手一击致命。但同时,被狙击的一方,绝不会轻易束手就擒,往往会用尽","content":"<p><html><head></head><body>\"Patents are the fuel of profit to the fire of genius,\" Lincoln's famous saying has been repeatedly proven by blockbuster drugs in the field of innovative drugs.</p><p><p style=\"text-align: justify;\">Among pharmaceutical companies, nothing can kill their opponents more than a successful patent war. However, at the same time, the party being targeted will never surrender easily and will often use all their strength to resist.</p><p><p style=\"text-align: justify;\">Therefore, more often than not, the start of a patent war means that a tug-of-war has begun. In many cases, patent wars end in a protracted standoff followed by a settlement.</p><p><p style=\"text-align: justify;\">In the past, the protagonists of patent wars were often overseas pharmaceutical companies. However, as domestic pharmaceutical companies play an increasingly important role in global innovative drug research and development, overseas pharmaceutical companies that feel threatened have begun to include domestic pharmaceutical companies in the patent sniping list.</p><p><p style=\"text-align: justify;\">The latest domestic pharmaceutical company to be targeted is<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>。</p><p><p style=\"text-align: justify;\">On June 15, according to Bloomberg, AbbVie filed a lawsuit...<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Zebrutinib sued in court, claiming that it infringed on the patent of ibrutinib.</p><p><p style=\"text-align: justify;\">This does not mean that zanubrutinib must constitute an infringement. However, at present<a href=\"https://laohu8.com/S/06160\">BeiGene</a>We happen to be facing the same opportunity as AbbVie regarding BTK inhibitors.</p><p><p style=\"text-align: justify;\">In the survival-of-the-fittest business world, zanubrutinib and ibrutinib cannot step into the same river. Patent attacks are a tactic AbbVie must employ to solidify its position.</p><p><p style=\"text-align: justify;\">Regardless of the outcome, the battle between AbbVie and BeiGene serves as a valuable example for China's innovative drug industry.</p><p><p style=\"text-align: left;\"><strong>/01/</strong></p><p><p style=\"text-align: left;\"><strong>Battle for BTK inhibitors</strong></p><p><p style=\"text-align: justify;\">Since its launch in 2013, sales of AbbVie's BTK inhibitor ibrutinib have skyrocketed. In 2021, ibrutinib for AbbVie,<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>It brought in a total of $9.8 billion in revenue.</p><p><p style=\"text-align: justify;\">Ibrutinib's strong ability to attract money has attracted many players to enter the market, and five BTK inhibitors have been approved for marketing worldwide. One of the strongest players is BeiGene's zanubrutinib.</p><p><p style=\"text-align: justify;\">At the ASH conference in the United States in 2022, BeiGene announced a Phase III clinical trial called ALPINE, which showed that zanubrutinib beat ibrutinib in a head-to-head clinical trial for chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL).</p><p><p style=\"text-align: justify;\">In terms of efficacy, zanubrutinib has a better ORR (78.3% vs. 62.5%) and a higher OS rate (97.0% vs. 92.7%) compared to ibrutinib. In terms of safety, the incidence of adverse events of atrial fibrillation/flutter was significantly reduced in the zanubrutinib group (2.5% vs. 10.19%).</p><p><p style=\"text-align: justify;\">In January of this year, based on this data, zanubrutinib was approved by the FDA for the treatment of CLL/SLL. In the 2023 NCCN guidelines for the treatment of CLL/SLL, zanubrutinib has been placed ahead of ibrutinib in the recommendation level.</p><p><p style=\"text-align: justify;\">It should be noted that CLL/SLL has always been one of the most important indications for ibrutinib. Of the nearly $10 billion in sales of ibrutinib, a large part of the market share comes from the contribution of this field.</p><p><p style=\"text-align: justify;\">Therefore, after zanubrutinib won this indication, Wall Street securities analysts predicted that the peak sales of zanubrutinib may reach $3.1 billion in the CLL indication alone.</p><p><p style=\"text-align: justify;\">Of course, the size of the cake in the CLL/SLL field is certain, and the growth of zanubrutinib sales must mean that the market share of ibrutinib is eroded.</p><p><p style=\"text-align: justify;\">In this battle for BTK inhibitors, ibrutinib has gradually shown its decline. In the first quarter, AbbVie's ibrutinib sales declined by 25.2% to $878 million.</p><p><p style=\"text-align: justify;\">AbbVie is currently facing immense pressure. In addition to the encirclement and suppression of ibrutinib, the patent of the core product \"Medicine King\" Humira has expired, and its market share is also being eroded by generic drugs.</p><p><p style=\"text-align: justify;\">In this situation, AbbVie had to launch a counterattack. So, AbbVie came up with its trump card: patent warfare.</p><p><p style=\"text-align: left;\"><strong>/02/</strong></p><p><p style=\"text-align: left;\"><strong>Inevitable disputes</strong></p><p><p style=\"text-align: justify;\">In the biopharmaceutical field, the most common form of business warfare is patent warfare.</p><p><p style=\"text-align: justify;\">Because drug patents and drug sales are closely linked, breaking the patent may cause fatal damage to the drug. Therefore, patent litigation has always been a powerful weapon for multinational pharmaceutical companies to block competitors and maintain their market position.</p><p><p style=\"text-align: justify;\">AbbVie, on the other hand, is well aware of the rules of patent wars. AbbVie has made many patent layouts around BTK inhibitors and is constantly expanding the scope of protection. This has also become its secret weapon to disrupt its competitors.</p><p><p style=\"text-align: justify;\">As early as 2017,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Shortly after the BTK inhibitor Calaquence was approved to treat mantle cell lymphoma, AbbVie sued Calaquence for infringing its patent.</p><p><p style=\"text-align: justify;\">However, AstraZeneca did not back down and filed a countersuit against AbbVie in 2018. After two years of wrangling, AbbVie and AstraZeneca finally reached a settlement, and sales of Calaquence were not affected.</p><p><p style=\"text-align: justify;\">In addition to BTK inhibitors, AbbVie has also repeatedly used the patent war as a trump card to protect the rights and interests of the \"drug king\" Humira.</p><p><p style=\"text-align: justify;\">Although the patent protection for Humira's active ingredients expired as early as 2016, AbbVie has woven a dense patent protection net around its high walls.</p><p><p style=\"text-align: justify;\">If any competitor touched Humira's patent protection net, AbbVie would file a lawsuit to fight back strongly. In the most typical infringement case, AbbVie filed 1,600 claims in one go, directly baffling its opponents.</p><p><p style=\"text-align: justify;\">In fact, it's not just Humira and Ibrutinib. When we count the world's blockbuster drugs, it's not hard to find that there are more or less patent disputes behind them.</p><p><p style=\"text-align: justify;\">For example, the world's new \"drug king\" K drug.</p><p><p style=\"text-align: justify;\">On September 4, 2014, K drug was approved for marketing in the United States. On the same day, BMS/Ono Pharmaceutical will<a href=\"https://laohu8.com/S/MRK\">Merck</a>Sued the court, claiming that K drug infringed its PD-1 antibody patent rights.</p><p><p style=\"text-align: justify;\">Although K drugs also launched a counterattack later, the final winners of this patent war were still BMS and Ono Pharmaceuticals, and Merck needed to distribute K drug sales to both of them every year.</p><p><p style=\"text-align: justify;\">For example, there are unclear patent disputes behind blockbuster products and technologies such as AstraZeneca/Daiichi Sankyo's DS-8201, Moderna's mRNA technology, and CRISPR's gene editing technology.</p><p><p style=\"text-align: justify;\">Behind patent disputes lies a struggle for commercial interests.</p><p><p style=\"text-align: justify;\">To put it bluntly, patent litigation is just a strategy and a tool. Maximizing one's own interests through continuous patent litigation battles is the ultimate goal that pharmaceutical companies want to achieve by launching a patent war.</p><p><p style=\"text-align: left;\"><strong>/03/</strong></p><p><p style=\"text-align: left;\"><strong>Precious samples</strong></p><p><p style=\"text-align: justify;\">The world is bustling with activity for profit, and the world is bustling with activity for profit. As long as profit comes first, the patent war will never stop.</p><p><p style=\"text-align: justify;\">How to deal with the complex patent wars is an important subject. Although patent warfare is just a conventional business warfare tactic, if the response is not advantageous, it may cause great harm to drugs.</p><p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">Amgen</a>with<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>The patent dispute over Regeneron's PCSK9 is a good example.</p><p><p style=\"text-align: justify;\">In October 2014, Amgen's Repatha and Sanofi/Regeneron's Praluent PCSK9 monoclonal antibody both submitted marketing applications to the FDA. Because Sanofi used priority review vouchers, Praluent was the first to be approved for listing.</p><p><p style=\"text-align: justify;\">But Amgen, which followed closely behind, unleashed a major move: a patent war. In 2014, Amgen sued Sanofi/Regeneron's Praluent for infringing on its patents and demanded that Praluent be prohibited from infringing production, use and sale.</p><p><p style=\"text-align: justify;\">Faced with Amgen's sudden attack, Sanofi/Regeneron failed to defend against the attack. In 2016, Amgen won a patent lawsuit, and Praluent was successively kicked out of the US, Japanese and European markets. Amgen's Repatha took the opportunity to win 70% of the global market share.</p><p><p style=\"text-align: justify;\">However, Sanofi and Regeneron did not give up, and the two continued to appeal to invalidate Regeneron's patent. After several battles, the nearly 10-year-long lawsuit finally came to an end on May 18, with Amgen's two Repatha patents ruled invalid.</p><p><p style=\"text-align: justify;\">Although Sanofi/Regeneron won the patent, the blow caused by the patent war to Praluent is irreparable. In 2022, Amgen's Repatha sales were approximately US$1.3 billion, while Sanofi/Regeneron's Praluent sales were only US$376 million during the same period.</p><p><p style=\"text-align: justify;\">From this example, we can also see that although launching a patent war is just a common means for big pharmaceutical companies to check and balance their opponents, the challenged cannot be complacent. Once the preparation is inadequate and the challenger gains the upper hand, it will cause great harm to drug sales.</p><p><p style=\"text-align: justify;\">Therefore, after news broke that AbbVie was targeting zanubrutinib, investors' panic was palpable. By the close of trading on June 15, BeiGene's A-share price had plummeted by 14%.</p><p><p style=\"text-align: justify;\">Although BeiGene will not sit idly by in its attack on AbbVie, stating that it \"will respond to the complaint at the appropriate time and conduct an active defense,\" no one can predict what the final outcome will be.</p><p><p style=\"text-align: justify;\">Compared to the outcome of the dispute between the two parties, a more noteworthy point is that domestic pharmaceutical companies must re-examine the patent issue if they want to seize the European and American markets.</p><p><p style=\"text-align: justify;\">After all, as more and more Chinese innovative pharmaceutical companies begin to go international, the chances of domestic pharmaceutical companies being attacked by overseas pharmaceutical companies' patents in this process will also increase greatly.</p><p><p style=\"text-align: justify;\">In terms of patent wars, foreign companies often come prepared. Once they feel their market share is threatened, they will launch a fierce patent attack.</p><p></body></html></p>","source":"lsy1686927134813","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>AbbVie and BeiGene: Can't Step into the Same River</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\">\nAbbVie and BeiGene: Can't Step into the Same River\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">氨基观察</strong><span class=\"h-time small\">2023-06-16 22:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>\"Patents are the fuel of profit to the fire of genius,\" Lincoln's famous saying has been repeatedly proven by blockbuster drugs in the field of innovative drugs.</p><p><p style=\"text-align: justify;\">Among pharmaceutical companies, nothing can kill their opponents more than a successful patent war. However, at the same time, the party being targeted will never surrender easily and will often use all their strength to resist.</p><p><p style=\"text-align: justify;\">Therefore, more often than not, the start of a patent war means that a tug-of-war has begun. In many cases, patent wars end in a protracted standoff followed by a settlement.</p><p><p style=\"text-align: justify;\">In the past, the protagonists of patent wars were often overseas pharmaceutical companies. However, as domestic pharmaceutical companies play an increasingly important role in global innovative drug research and development, overseas pharmaceutical companies that feel threatened have begun to include domestic pharmaceutical companies in the patent sniping list.</p><p><p style=\"text-align: justify;\">The latest domestic pharmaceutical company to be targeted is<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>。</p><p><p style=\"text-align: justify;\">On June 15, according to Bloomberg, AbbVie filed a lawsuit...<a href=\"https://laohu8.com/S/688235\">BeiGene</a>Zebrutinib sued in court, claiming that it infringed on the patent of ibrutinib.</p><p><p style=\"text-align: justify;\">This does not mean that zanubrutinib must constitute an infringement. However, at present<a href=\"https://laohu8.com/S/06160\">BeiGene</a>We happen to be facing the same opportunity as AbbVie regarding BTK inhibitors.</p><p><p style=\"text-align: justify;\">In the survival-of-the-fittest business world, zanubrutinib and ibrutinib cannot step into the same river. Patent attacks are a tactic AbbVie must employ to solidify its position.</p><p><p style=\"text-align: justify;\">Regardless of the outcome, the battle between AbbVie and BeiGene serves as a valuable example for China's innovative drug industry.</p><p><p style=\"text-align: left;\"><strong>/01/</strong></p><p><p style=\"text-align: left;\"><strong>Battle for BTK inhibitors</strong></p><p><p style=\"text-align: justify;\">Since its launch in 2013, sales of AbbVie's BTK inhibitor ibrutinib have skyrocketed. In 2021, ibrutinib for AbbVie,<a href=\"https://laohu8.com/S/JNJ\">Johnson and Johnson</a>It brought in a total of $9.8 billion in revenue.</p><p><p style=\"text-align: justify;\">Ibrutinib's strong ability to attract money has attracted many players to enter the market, and five BTK inhibitors have been approved for marketing worldwide. One of the strongest players is BeiGene's zanubrutinib.</p><p><p style=\"text-align: justify;\">At the ASH conference in the United States in 2022, BeiGene announced a Phase III clinical trial called ALPINE, which showed that zanubrutinib beat ibrutinib in a head-to-head clinical trial for chronic lymphocytic leukemia (CLL)/small lymphocytic lymphoma (SLL).</p><p><p style=\"text-align: justify;\">In terms of efficacy, zanubrutinib has a better ORR (78.3% vs. 62.5%) and a higher OS rate (97.0% vs. 92.7%) compared to ibrutinib. In terms of safety, the incidence of adverse events of atrial fibrillation/flutter was significantly reduced in the zanubrutinib group (2.5% vs. 10.19%).</p><p><p style=\"text-align: justify;\">In January of this year, based on this data, zanubrutinib was approved by the FDA for the treatment of CLL/SLL. In the 2023 NCCN guidelines for the treatment of CLL/SLL, zanubrutinib has been placed ahead of ibrutinib in the recommendation level.</p><p><p style=\"text-align: justify;\">It should be noted that CLL/SLL has always been one of the most important indications for ibrutinib. Of the nearly $10 billion in sales of ibrutinib, a large part of the market share comes from the contribution of this field.</p><p><p style=\"text-align: justify;\">Therefore, after zanubrutinib won this indication, Wall Street securities analysts predicted that the peak sales of zanubrutinib may reach $3.1 billion in the CLL indication alone.</p><p><p style=\"text-align: justify;\">Of course, the size of the cake in the CLL/SLL field is certain, and the growth of zanubrutinib sales must mean that the market share of ibrutinib is eroded.</p><p><p style=\"text-align: justify;\">In this battle for BTK inhibitors, ibrutinib has gradually shown its decline. In the first quarter, AbbVie's ibrutinib sales declined by 25.2% to $878 million.</p><p><p style=\"text-align: justify;\">AbbVie is currently facing immense pressure. In addition to the encirclement and suppression of ibrutinib, the patent of the core product \"Medicine King\" Humira has expired, and its market share is also being eroded by generic drugs.</p><p><p style=\"text-align: justify;\">In this situation, AbbVie had to launch a counterattack. So, AbbVie came up with its trump card: patent warfare.</p><p><p style=\"text-align: left;\"><strong>/02/</strong></p><p><p style=\"text-align: left;\"><strong>Inevitable disputes</strong></p><p><p style=\"text-align: justify;\">In the biopharmaceutical field, the most common form of business warfare is patent warfare.</p><p><p style=\"text-align: justify;\">Because drug patents and drug sales are closely linked, breaking the patent may cause fatal damage to the drug. Therefore, patent litigation has always been a powerful weapon for multinational pharmaceutical companies to block competitors and maintain their market position.</p><p><p style=\"text-align: justify;\">AbbVie, on the other hand, is well aware of the rules of patent wars. AbbVie has made many patent layouts around BTK inhibitors and is constantly expanding the scope of protection. This has also become its secret weapon to disrupt its competitors.</p><p><p style=\"text-align: justify;\">As early as 2017,<a href=\"https://laohu8.com/S/AZN\">AstraZeneca</a>Shortly after the BTK inhibitor Calaquence was approved to treat mantle cell lymphoma, AbbVie sued Calaquence for infringing its patent.</p><p><p style=\"text-align: justify;\">However, AstraZeneca did not back down and filed a countersuit against AbbVie in 2018. After two years of wrangling, AbbVie and AstraZeneca finally reached a settlement, and sales of Calaquence were not affected.</p><p><p style=\"text-align: justify;\">In addition to BTK inhibitors, AbbVie has also repeatedly used the patent war as a trump card to protect the rights and interests of the \"drug king\" Humira.</p><p><p style=\"text-align: justify;\">Although the patent protection for Humira's active ingredients expired as early as 2016, AbbVie has woven a dense patent protection net around its high walls.</p><p><p style=\"text-align: justify;\">If any competitor touched Humira's patent protection net, AbbVie would file a lawsuit to fight back strongly. In the most typical infringement case, AbbVie filed 1,600 claims in one go, directly baffling its opponents.</p><p><p style=\"text-align: justify;\">In fact, it's not just Humira and Ibrutinib. When we count the world's blockbuster drugs, it's not hard to find that there are more or less patent disputes behind them.</p><p><p style=\"text-align: justify;\">For example, the world's new \"drug king\" K drug.</p><p><p style=\"text-align: justify;\">On September 4, 2014, K drug was approved for marketing in the United States. On the same day, BMS/Ono Pharmaceutical will<a href=\"https://laohu8.com/S/MRK\">Merck</a>Sued the court, claiming that K drug infringed its PD-1 antibody patent rights.</p><p><p style=\"text-align: justify;\">Although K drugs also launched a counterattack later, the final winners of this patent war were still BMS and Ono Pharmaceuticals, and Merck needed to distribute K drug sales to both of them every year.</p><p><p style=\"text-align: justify;\">For example, there are unclear patent disputes behind blockbuster products and technologies such as AstraZeneca/Daiichi Sankyo's DS-8201, Moderna's mRNA technology, and CRISPR's gene editing technology.</p><p><p style=\"text-align: justify;\">Behind patent disputes lies a struggle for commercial interests.</p><p><p style=\"text-align: justify;\">To put it bluntly, patent litigation is just a strategy and a tool. Maximizing one's own interests through continuous patent litigation battles is the ultimate goal that pharmaceutical companies want to achieve by launching a patent war.</p><p><p style=\"text-align: left;\"><strong>/03/</strong></p><p><p style=\"text-align: left;\"><strong>Precious samples</strong></p><p><p style=\"text-align: justify;\">The world is bustling with activity for profit, and the world is bustling with activity for profit. As long as profit comes first, the patent war will never stop.</p><p><p style=\"text-align: justify;\">How to deal with the complex patent wars is an important subject. Although patent warfare is just a conventional business warfare tactic, if the response is not advantageous, it may cause great harm to drugs.</p><p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/AMGN\">Amgen</a>with<a href=\"https://laohu8.com/S/0O59.UK\">Sanofi</a>The patent dispute over Regeneron's PCSK9 is a good example.</p><p><p style=\"text-align: justify;\">In October 2014, Amgen's Repatha and Sanofi/Regeneron's Praluent PCSK9 monoclonal antibody both submitted marketing applications to the FDA. Because Sanofi used priority review vouchers, Praluent was the first to be approved for listing.</p><p><p style=\"text-align: justify;\">But Amgen, which followed closely behind, unleashed a major move: a patent war. In 2014, Amgen sued Sanofi/Regeneron's Praluent for infringing on its patents and demanded that Praluent be prohibited from infringing production, use and sale.</p><p><p style=\"text-align: justify;\">Faced with Amgen's sudden attack, Sanofi/Regeneron failed to defend against the attack. In 2016, Amgen won a patent lawsuit, and Praluent was successively kicked out of the US, Japanese and European markets. Amgen's Repatha took the opportunity to win 70% of the global market share.</p><p><p style=\"text-align: justify;\">However, Sanofi and Regeneron did not give up, and the two continued to appeal to invalidate Regeneron's patent. After several battles, the nearly 10-year-long lawsuit finally came to an end on May 18, with Amgen's two Repatha patents ruled invalid.</p><p><p style=\"text-align: justify;\">Although Sanofi/Regeneron won the patent, the blow caused by the patent war to Praluent is irreparable. In 2022, Amgen's Repatha sales were approximately US$1.3 billion, while Sanofi/Regeneron's Praluent sales were only US$376 million during the same period.</p><p><p style=\"text-align: justify;\">From this example, we can also see that although launching a patent war is just a common means for big pharmaceutical companies to check and balance their opponents, the challenged cannot be complacent. Once the preparation is inadequate and the challenger gains the upper hand, it will cause great harm to drug sales.</p><p><p style=\"text-align: justify;\">Therefore, after news broke that AbbVie was targeting zanubrutinib, investors' panic was palpable. By the close of trading on June 15, BeiGene's A-share price had plummeted by 14%.</p><p><p style=\"text-align: justify;\">Although BeiGene will not sit idly by in its attack on AbbVie, stating that it \"will respond to the complaint at the appropriate time and conduct an active defense,\" no one can predict what the final outcome will be.</p><p><p style=\"text-align: justify;\">Compared to the outcome of the dispute between the two parties, a more noteworthy point is that domestic pharmaceutical companies must re-examine the patent issue if they want to seize the European and American markets.</p><p><p style=\"text-align: justify;\">After all, as more and more Chinese innovative pharmaceutical companies begin to go international, the chances of domestic pharmaceutical companies being attacked by overseas pharmaceutical companies' patents in this process will also increase greatly.</p><p><p style=\"text-align: justify;\">In terms of patent wars, foreign companies often come prepared. Once they feel their market share is threatened, they will launch a fierce patent attack.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s?__biz=MzIwMjU5Njk5NA==&mid=2247496324&idx=1&sn=368b858aadaf3d6665d1cbe72af1cf78&chksm=96de8569a1a90c7f4700ab1c97d8f4794355914f5d6c19d7ecd88ac9a0d32cba49ceb8929d32#rd\">氨基观察</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3771c3d94c1c3544b07a5dcf5fabd2ee","relate_stocks":{"688235":"百济神州","BK4139":"生物科技","BK1583":"高瓴概念","BK0239":"医药制造","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4504":"桥水持仓","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK4588":"碎股","BK1500":"做空集合股","BK4548":"巴美列捷福持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1588":"回港中概股","BK1161":"生物科技","06160":"百济神州","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK4526":"热门中概股","BK4585":"ETF&股票定投概念"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzIwMjU5Njk5NA==&mid=2247496324&idx=1&sn=368b858aadaf3d6665d1cbe72af1cf78&chksm=96de8569a1a90c7f4700ab1c97d8f4794355914f5d6c19d7ecd88ac9a0d32cba49ceb8929d32#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133979930","content_text":"“专利,是给天才之火加上利润之油”,林肯的这句名言,被创新药领域的重磅炸弹药物一次次印证。药企之间,没有什么比一场成功的专利战,更能将对手一击致命。但同时,被狙击的一方,绝不会轻易束手就擒,往往会用尽了全力反抗。所以,更多时候,专利战的开打,意味着一场拉锯战就此开始。不少情况下,专利战的结局都是,旷日持久的对峙后以和解告终。过往,专利战的主角往往是海外药企。但随着国内药企,在全球创新药研发中的地位越来越重要,感受到威胁的海外药企,开始将国内药企纳入专利狙击名单。最新被狙击的国内药企是百济神州。6月15日,据彭博社消息,艾伯维一纸诉状将百济神州的泽布替尼诉至公堂,称其侵犯了伊布替尼的专利。这并不意味着泽布替尼一定构成侵权事实。只是,当下百济神州和艾伯维恰好站在了,BTK抑制剂这同一个机遇面前。在优胜劣汰的商业世界,泽布替尼和伊布替尼无法踏进同一条河流。而专利狙击,是艾伯维为了稳固自身地位,必须打出的手段。不管结果如何,对中国创新药行业而言,艾伯维与百济神州的对垒,都是一个珍贵的样本。/ 01 /BTK抑制剂争夺战自2013年问世以来,艾伯维的BTK抑制剂伊布替尼销售额一路狂奔。2021年,伊布替尼为艾伯维、强生带来了总计98亿美元的收入。伊布替尼超强的吸金能力,吸引了众多选手入局,全球已有5款BTK抑制剂获批上市。其中,实力最强劲的选手之一,是百济神州的泽布替尼。2022年在美国ASH大会上,百济神州公布的一项名为ALPINE的三期临床试验显示,在慢性淋巴细胞白血病 (CLL) /小淋巴细胞淋巴瘤 (SLL) 的头对头临床试验中,泽布替尼击败了伊布替尼。在疗效上,与伊布替尼相比泽布替尼具有更好的ORR(78.3% vs. 62.5%),更高的OS率(97.0% vs. 92.7%)。在安全性上,泽布替尼组出现房颤/房扑的不良事件发生率显著降低(2.5% vs. 10.19%)今年1月,凭借这一数据,泽布替尼获FDA批准用于治疗CLL/SLL。在2023年的NCCN 治疗CLL/SLL指南中,泽布替尼的推荐级别已被置于伊布替尼之前。要知道,CLL/SLL一直是伊布替尼的最为重要的适应症之一。在伊布替尼近100亿美元的销售额中,有一大部分的市场份额均来自这一领域的贡献。因此,在泽布替尼拿下这一适应症后,华尔街的证券分析师预测,仅在CLL一个适应症上,泽布替尼的销售额峰值就可能达到31亿美元。当然了,CLL/SLL领域蛋糕大小是确定的,泽布替尼销售额的增长,必然意味着伊布替尼市场份额受到蚕食。在这场BTK抑制剂的争夺战中,伊布替尼已经逐渐显露出颓势。一季度,艾伯维的伊布替尼销售额下滑25.2%,为8.78亿美元。如今的艾伯维,正面临巨大压力。除了伊布替尼遭受围剿外,核心产品“药王”修美乐专利到期,市场份额也在被仿制药蚕食。在这种情况下,艾伯维不得不发起反击。所以,艾伯维拿出了自己的杀手锏:专利战。/ 02 /必然发生的纠纷在生物制药领域,最常见的商战形式便是专利战。因为药物专利和药物的销售情况紧紧相连,一旦攻破专利可能给药物带来致命伤害。所以专利诉讼一直是跨国药企阻击竞争对手、维持市场地位的有力武器。而艾伯维,更是深谙专利之战的规则。围绕BTK抑制剂,艾伯维做了诸多专利布局,且在不断扩大保护范围。这也成为其搅乱竞争对手阵脚的秘密武器。早在2017年,阿斯利康的BTK抑制剂 Calaquence获批治疗套细胞淋巴瘤后不久,艾伯维便起诉Calaquence侵犯了自己的专利。但阿斯利康没有退却,在2018年对艾伯维提起了反诉讼,经过两年的拉锯后,艾伯维和阿斯利康最终达成了和解,Calaquence的销售并未受到影响BTK抑制剂之外,艾伯维也曾为维护“药王”修美乐的权益,多次拿出专利战这一杀手锏。虽然,早在2016年修美乐活性成分的专利保护已经过期,但艾伯维为其外围专利铸造的高墙,编织了一张致密的专利防护网。一旦有竞争对手触碰到修美乐的专利防护网,艾伯维就会诉讼予以强烈反击。最典型的侵权案例中,艾伯维一口气提出了1600个权利要求,直接把对手打蒙。事实上,不仅仅是修美乐和伊布替尼,当我们细数全球的重磅炸弹药物后,不难发现其背后多多少少都有着专利纠纷的案例。比如,全球新任“药王”K药。2014年9月4日,K药在美国获批上市。而就在同一天,BMS/小野制药将默沙东告上了法庭,称K药侵犯了其PD-1抗体专利权。虽然,后续K药也进行了反攻,但最终这场专利战的胜者仍然是BMS和小野制药,默沙东需要每年向二者分红K药的销售额。再比如阿斯利康/第一三共的DS-8201、Moderna的mRNA技术、CRISPR的基因编辑技术等重磅产品、技术背后都有着厘不清的专利纠纷。专利纠纷背后隐藏的,实则是商业利益之争。直白地说,专利诉讼只是策略和工具,通过不断专利诉讼战将自己的利益最大化,这才是药企发动专利战要达到的最终目的。/ 03 /珍贵的样本天下熙熙皆为利来,天下攘攘皆为利去,只要“利”字当头,专利战就永远不会停歇。而如何应对纷繁的专利战,是一门重要的学问。虽然专利战只是一种常规商战手段,但倘若应对不利,可能使药物受到巨大的伤害。安进与赛诺菲/再生元的PCSK9的专利之争,便是一个很好的例子。2014年10月,安进的Repatha和赛诺菲/再生元的Praluent PCSK9单抗都向FDA提交上市申请。由于赛诺菲使用了优先审评券,所以Praluent率先获批上市。但紧随其后的安进祭出了大招,专利战。2014年安进状告赛诺菲/再生元的Praluent侵犯了其拥有的专利,要求禁止Praluent侵权生产、使用和销售。面对着安进突如其来的一击,赛诺菲/再生元没能成功守住攻击。2016年,安进赢得了专利诉讼,Praluent被相继踢出美国、日本、欧洲市场。安进的Repatha则借机赢得了全球70%的市场份额。不过,赛诺菲、再生元并未放弃,二者继续上诉要求无效再生元的专利。经过几番较量,5月18日,这场打了将近10年的官司终于落下帷幕,安进的Repatha两项专利被判无效。虽然赛诺菲/再生元赢了专利,但专利战对Praluent造成的打击已经无法挽回。2022年,安进的Repatha销售额约为13亿美元,而同期赛诺菲/再生元的Praluent销售额仅为3.76亿美元。从这个例子我们也能看到,虽然发起专利战只是大药企制衡对手的惯用手段,但被挑战者并不能就此掉以轻心。一旦准备不充分,被挑战者占据了上风,会对药物销售造成巨大的伤害。所以,在艾伯维狙击泽布替尼消息传出后,投资者的恐慌肉眼可见。截止6月15日收盘,百济神州A股股价大跌14%。虽然百济神州对于艾伯维的狙击也不会坐以待毙,其表示“将在适当的时候对该投诉作出应对,并开展积极的辩护”,但谁也无法预料到最终的结果将会如何。相比于双方纠纷的结果,更值得关注的一点是:国内药企要想去抢占欧美市场,必须重新审视专利问题。毕竟,随着越来越多中国的创新药企开始走向国际,在这个过程中,国内药企被遭到海外药企专利狙击的机会,也会大大增加。而在专利战方面,国外企业往往有备而来,它们一旦感受到市场份额受到威胁时,便会发动猛烈地专利狙击。","news_type":1,"symbols_score_info":{"688235":0.9,"06160":0.9,"BGNE":0.9}},"isVote":1,"tweetType":1,"viewCount":5122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188141309186200,"gmtCreate":1686958460457,"gmtModify":1686958464404,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"M","listText":"M","text":"M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188141309186200","repostId":"2343198417","repostType":4,"repost":{"id":"2343198417","kind":"news","pubTimestamp":1686928800,"share":"https://ttm.financial/m/news/2343198417?lang=en_US&edition=fundamental","pubTime":"2023-06-16 23:20","market":"us","language":"zh","title":"Adobe's prospects are more constructive with the help of AI, and major Wall Street banks have raised their target prices.","url":"https://stock-news.laohu8.com/highlight/detail?id=2343198417","media":"智通财经网","summary":"由于Adobe Q2业绩超出市场预期、以及上调全年业绩指引,多家华尔街大行均上调对该股目标价。软件服务巨头Adobe周四美股盘后公布了2023财年第二季度财报。由于Adobe Q2业绩超出市场预期、以","content":"<p><html><head></head><body>Due to Adobe's Q2 results exceeding market expectations and the upward revision of its full-year earnings guidance, several major Wall Street banks have raised their target prices for the stock. Software services giant<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>U.S. stocks released their second-quarter fiscal 2023 earnings reports after trading on Thursday. Due to Adobe's Q2 results exceeding market expectations and the upward revision of its full-year earnings guidance, several major Wall Street banks have raised their target prices for the stock.</p><p>Adobe's Q2 total revenue rose 10% year-over-year to $4.82 billion, better than the average analyst expectation of $4.77 billion; Adjusted earnings per share were $3.91, better than the average analyst expectation of $3.79. In addition, Adobe raised its revenue and earnings per share forecasts for the full fiscal year 2023. The company believes that generative artificial intelligence (AI) software will stimulate market demand for its software. The company expects total revenue for the full year to be between $19.25 billion and $19.35 billion (previously expected $19.2 billion), compared to analysts' expectations of $19.3 billion; Adjusted earnings per share are expected to be between $15.65 and $15.75 (previously expected to be $15.60), compared to analysts' expectations of $15.50.</p><p>Adobe has long been a software sales giant targeting creative professionals, and the company is adding generative artificial intelligence features to its products. \"Given our rich datasets, underlying models, and ubiquitous product interfaces, Adobe's groundbreaking innovations enable us to lead a new era of generative artificial intelligence,\" Adobe CEO Shantanu Narayen said in a statement.</p><p>Here's what major banks think about Adobe:</p><p>Barclays analyst Saket Kalia gave Adobe a \"hold\" rating and raised his price target from $485 to $540. Analysts say Adobe's stock price rise stems from its pricing advantage, which is likely to become more pronounced in the second half of this year. Analysts point out that the company has ways to monetize its generative AI tool, Firefly. Furthermore, given the prospects of generative AI and the current regulatory environment, the lack of any updates on the acquisition of Figma could be considered a positive factor.</p><p>In their report, analysts wrote, \"Adobe's forecast for net new annual recurring revenue (ARR) for its digital media business is $410 million in the third quarter, with an implied forecast of approximately $460 million in the fourth quarter. Even without assuming Firefly will contribute in the fourth quarter, we would consider the fourth-quarter forecast to be conservative.\" \"While we are unsure whether growth will be able to maintain the level of the second quarter, we believe the company's guidance suggests that this level can be sustained.\"</p><p>Analysts added that Adobe has three ways to monetize its generative AI tool Firefly: using Creative co-pilot to increase average revenue per user; Increase user stickiness and improve user retention rate; Increase paying users through the free value-added model. Analysts said, \"As FireFly begins to feel like a more real growth opportunity, we're starting to sense this shift in sentiment, and some investors are wondering if a potential deal with Figma is really as negative as feared a few months ago.\"</p><p>UBS analyst Karl Keirstead maintained his \"neutral\" rating on Adobe and raised his price target from $440 to $525. Analysts pointed out that Adobe's overall performance in the second quarter improved, especially with strong revenue and ARR growth in its core creative divisions, which should help quell investor concerns. Analysts are also optimistic that the company will benefit from generative AI, although it appears to be more focused on applications than revenue (at least in the near term).</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Keith Weiss maintained his \"hold\" rating on Adobe and raised his price target from $470 to $510. Analysts said Adobe's second-quarter results were \"impressive,\" adding that the company's upward guidance \"demonstrates solid execution in a challenging macroeconomic environment.\" However, analysts also pointed out that given the uncertainty surrounding the Figma transaction, it remains to be seen whether the company's revenue can accelerate again.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analyst Mark Murphy maintained his \"neutral\" rating on Adobe and raised his price target from $450 to $490. Analysts said Adobe's second-quarter results showed \"relative resilience,\" with net new ARR guidance for the third quarter slightly higher than expected, and both total revenue and net new ARR guidance for fiscal year 2023 slightly revised upward. Analysts say the company remains relatively well-positioned due to its ability to achieve growth in the short term, coupled with some macroeconomic conservatism.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>We maintain our \"Buy\" rating on Adobe and raise our price target from $480 to $550. According to the bank's analysts, Adobe's second-quarter earnings report released on Thursday, coupled with its recently announced products, could directly change investors' narrative about artificial intelligence, and Adobe could be the main beneficiary. Analysts said the company's \"broad data-driven platform and product-led growth should enable it to seize this opportunity.\"</p><p>In addition, Baird analyst Rob Oliver maintained his \"neutral\" rating on Adobe and raised his price target from $370 to $500;</p><p>Mizuho analyst Gregg Moskowitz maintained his \"neutral\" rating on Adobe and raised his price target from $450 to $520.</p><p>Piper Sandler analyst Brent Bracelin maintained his \"Overweight\" rating on Adobe and raised his price target from $500 to $572.</p><p>Stifel analyst J. Parker Lane maintains its \"buy\" rating on Adobe and raises its price target from $400 to $550;</p><p>Bank of America analyst Brad Sills maintained his \"neutral\" rating on Adobe and raised his price target from $480 to $575.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>We maintain our \"Overweight\" rating on Adobe and raise our price target from $525 to $600.</p><p></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Adobe's prospects are more constructive with the help of AI, and major Wall Street banks have raised their target prices.</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\">\nAdobe's prospects are more constructive with the help of AI, and major Wall Street banks have raised their target prices.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-06-16 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Due to Adobe's Q2 results exceeding market expectations and the upward revision of its full-year earnings guidance, several major Wall Street banks have raised their target prices for the stock. Software services giant<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>U.S. stocks released their second-quarter fiscal 2023 earnings reports after trading on Thursday. Due to Adobe's Q2 results exceeding market expectations and the upward revision of its full-year earnings guidance, several major Wall Street banks have raised their target prices for the stock.</p><p>Adobe's Q2 total revenue rose 10% year-over-year to $4.82 billion, better than the average analyst expectation of $4.77 billion; Adjusted earnings per share were $3.91, better than the average analyst expectation of $3.79. In addition, Adobe raised its revenue and earnings per share forecasts for the full fiscal year 2023. The company believes that generative artificial intelligence (AI) software will stimulate market demand for its software. The company expects total revenue for the full year to be between $19.25 billion and $19.35 billion (previously expected $19.2 billion), compared to analysts' expectations of $19.3 billion; Adjusted earnings per share are expected to be between $15.65 and $15.75 (previously expected to be $15.60), compared to analysts' expectations of $15.50.</p><p>Adobe has long been a software sales giant targeting creative professionals, and the company is adding generative artificial intelligence features to its products. \"Given our rich datasets, underlying models, and ubiquitous product interfaces, Adobe's groundbreaking innovations enable us to lead a new era of generative artificial intelligence,\" Adobe CEO Shantanu Narayen said in a statement.</p><p>Here's what major banks think about Adobe:</p><p>Barclays analyst Saket Kalia gave Adobe a \"hold\" rating and raised his price target from $485 to $540. Analysts say Adobe's stock price rise stems from its pricing advantage, which is likely to become more pronounced in the second half of this year. Analysts point out that the company has ways to monetize its generative AI tool, Firefly. Furthermore, given the prospects of generative AI and the current regulatory environment, the lack of any updates on the acquisition of Figma could be considered a positive factor.</p><p>In their report, analysts wrote, \"Adobe's forecast for net new annual recurring revenue (ARR) for its digital media business is $410 million in the third quarter, with an implied forecast of approximately $460 million in the fourth quarter. Even without assuming Firefly will contribute in the fourth quarter, we would consider the fourth-quarter forecast to be conservative.\" \"While we are unsure whether growth will be able to maintain the level of the second quarter, we believe the company's guidance suggests that this level can be sustained.\"</p><p>Analysts added that Adobe has three ways to monetize its generative AI tool Firefly: using Creative co-pilot to increase average revenue per user; Increase user stickiness and improve user retention rate; Increase paying users through the free value-added model. Analysts said, \"As FireFly begins to feel like a more real growth opportunity, we're starting to sense this shift in sentiment, and some investors are wondering if a potential deal with Figma is really as negative as feared a few months ago.\"</p><p>UBS analyst Karl Keirstead maintained his \"neutral\" rating on Adobe and raised his price target from $440 to $525. Analysts pointed out that Adobe's overall performance in the second quarter improved, especially with strong revenue and ARR growth in its core creative divisions, which should help quell investor concerns. Analysts are also optimistic that the company will benefit from generative AI, although it appears to be more focused on applications than revenue (at least in the near term).</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Keith Weiss maintained his \"hold\" rating on Adobe and raised his price target from $470 to $510. Analysts said Adobe's second-quarter results were \"impressive,\" adding that the company's upward guidance \"demonstrates solid execution in a challenging macroeconomic environment.\" However, analysts also pointed out that given the uncertainty surrounding the Figma transaction, it remains to be seen whether the company's revenue can accelerate again.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Analyst Mark Murphy maintained his \"neutral\" rating on Adobe and raised his price target from $450 to $490. Analysts said Adobe's second-quarter results showed \"relative resilience,\" with net new ARR guidance for the third quarter slightly higher than expected, and both total revenue and net new ARR guidance for fiscal year 2023 slightly revised upward. Analysts say the company remains relatively well-positioned due to its ability to achieve growth in the short term, coupled with some macroeconomic conservatism.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>We maintain our \"Buy\" rating on Adobe and raise our price target from $480 to $550. According to the bank's analysts, Adobe's second-quarter earnings report released on Thursday, coupled with its recently announced products, could directly change investors' narrative about artificial intelligence, and Adobe could be the main beneficiary. Analysts said the company's \"broad data-driven platform and product-led growth should enable it to seize this opportunity.\"</p><p>In addition, Baird analyst Rob Oliver maintained his \"neutral\" rating on Adobe and raised his price target from $370 to $500;</p><p>Mizuho analyst Gregg Moskowitz maintained his \"neutral\" rating on Adobe and raised his price target from $450 to $520.</p><p>Piper Sandler analyst Brent Bracelin maintained his \"Overweight\" rating on Adobe and raised his price target from $500 to $572.</p><p>Stifel analyst J. Parker Lane maintains its \"buy\" rating on Adobe and raises its price target from $400 to $550;</p><p>Bank of America analyst Brad Sills maintained his \"neutral\" rating on Adobe and raised his price target from $480 to $575.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>We maintain our \"Overweight\" rating on Adobe and raise our price target from $525 to $600.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-06-16/doc-imyxpany4562344.shtml\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa7700950dd1f7f41963706d226f8a7","relate_stocks":{"ADBE":"Adobe"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-06-16/doc-imyxpany4562344.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2343198417","content_text":"由于Adobe Q2业绩超出市场预期、以及上调全年业绩指引,多家华尔街大行均上调对该股目标价。软件服务巨头Adobe周四美股盘后公布了2023财年第二季度财报。由于Adobe Q2业绩超出市场预期、以及上调全年业绩指引,多家华尔街大行均上调对该股目标价。Adobe Q2总营收同比增长10%至48.2亿美元,好于分析师平均预期的47.7亿美元;调整后的每股收益为3.91美元,好于分析师平均预期的3.79美元。此外,Adobe上调了2023财年全年营收和每股收益预期。该公司认为,生成式人工智能(AI)功能软件将刺激市场对其软件需求。该公司预计,全年总营收为192.5亿美元至193.5亿美元(此前预期为192亿美元),分析师预期为193亿美元;预计调整后的每股收益为15.65美元至15.75美元(此前预期为15.60美元),分析师预期为15.50美元。长期以来,Adobe一直是面向创意型专业人士的软件销售巨头,该公司正在其产品中添加生成式人工智能功能。Adobe首席执行官Shantanu Narayen在一份声明中表示:“鉴于我们丰富的数据集、基础模型和无处不在的产品界面,Adobe的突破性创新使我们能够引领生成式人工智能的新时代。”以下是各大行对Adobe的看法:巴克莱分析师Saket Kalia予Adobe“持股观望”评级,将目标价由485美元上调至540美元。分析师表示,Adobe股价上涨源于其定价优势,这一优势在今年下半年可能会更加明显。分析师指出,该公司有办法将其生成式AI工具Firefly货币化。此外,考虑到生成式AI的前景和当前的监管环境,收购Figma的交易还没有任何更新可能被视为一个积极的因素。分析师在报告中写道:“Adobe对数字媒体业务净新年度经常性收入(ARR)在第三季度的预期为4.1亿美元,第四季度的隐含预期约为4.6亿美元。即使在不假设Firefly在第四季度会有业绩贡献的情况下,我们也会认为第四季度的预期似乎是保守的。”“虽然我们不确定届时业绩增长能否保持在第二季度的水平,但我们认为该公司设定的业绩指引意味着这种水平能持续下去。”分析师补充称,Adobe有三种方法可以将其生成式AI工具Firefly货币化:使用Creative co-pilot可以提高每用户的平均收入;增加用户粘性,提高用户留存率;通过免费增值模式增加付费用户。分析师表示:“随着FireFly开始感觉是一个更真实的增长机会,我们开始感觉到这种情绪的变化,一些投资者想知道,与Figma的潜在交易是否真的像几个月前担心的那样负面。”瑞银分析师Karl Keirstead维持Adobe“中性”评级,目标价由440美元上调至525美元。分析师指出,Adobe第二季度的整体业绩有所增长,尤其是其核心创意部门的营收和ARR增长强劲,这应该有助于平息投资者的担忧。分析师还乐观地表示,该公司将从生成式AI中受益,尽管该公司似乎更关注应用而不是营收(至少在近期内是这样)。摩根士丹利分析师Keith Weiss维持Adobe“持股观望”评级,目标价由470美元上调至510美元。分析师表示,Adobe第二季度业绩“令人印象深刻”,并补充称,该公司上调业绩指引“显示出在严峻的宏观环境下的稳健执行力”。不过,分析师也指出,考虑到Figma交易的不确定性,该公司的营收能否重新加速增长仍有待商榷。摩根大通分析师Mark Murphy维持Adobe“中性”评级,目标价由450美元上调至490美元。分析师表示,Adobe第二季度业绩表现出“相对韧性”,第三季度的净新ARR指引略高于预期,2023财年的总营收和净新ARR指引均略有上调。分析师表示,由于短期内可以实现增长,加上宏观上的一些保守性,该公司的定位仍然相对较好。高盛维持Adobe“买入”评级,目标价由480美元上调至550美元。该行分析师表示,Adobe周四公布的第二季度财报加上近期公布的产品,可能会直接改变投资者对人工智能的叙事,而Adobe有可能成为主要受益者。分析师表示,该公司“广泛的数据驱动平台和产品主导的增长应该使其能够抓住这个机会”。此外,Baird分析师Rob Oliver维持Adobe“中性”评级,目标价由370美元上调至500美元;瑞穗分析师Gregg Moskowitz维持Adobe“中性”评级,目标价由450美元上调至520美元;Piper Sandler分析师Brent Bracelin维持Adobe“增持”评级,目标价由500美元上调至572美元;Stifel分析师J. Parker Lane维持Adobe“买入”评级,目标价由400美元上调至550美元;美国银行分析师Brad Sills维持Adobe“中性”评级,目标价由480美元上调至575美元;富国银行维持Adobe“增持”评级,目标价由525美元上调至600美元。","news_type":1,"symbols_score_info":{"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":5481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188140495925296,"gmtCreate":1686958439577,"gmtModify":1686958443110,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188140495925296","repostId":"1165534285","repostType":4,"isVote":1,"tweetType":1,"viewCount":5772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186309392920720,"gmtCreate":1686525111197,"gmtModify":1686525114810,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186309392920720","repostId":"2342206563","repostType":4,"repost":{"id":"2342206563","kind":"highlight","pubTimestamp":1686403014,"share":"https://ttm.financial/m/news/2342206563?lang=en_US&edition=fundamental","pubTime":"2023-06-10 21:16","market":"us","language":"zh","title":"Have US Treasury yields peaked? HSBC: It's true this time!","url":"https://stock-news.laohu8.com/highlight/detail?id=2342206563","media":"华尔街见闻","summary":"汇丰认为,如果经济衰退发生,下一个重大政策举措更有可能是降息,这也意味着实际收益率或继续下降。汇丰认为美联储将在2024年之前降息。","content":"<p><html><head></head><body>The market is betting that the Federal Reserve will skip rate hike in June.<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>It has been confirmed that long-term US Treasury yields have peaked.</p><p>Earlier this week, Steven Majo, HSBC's global head of fixed income research, and Lawrence Dye, the company's head of US interest rate strategy, jointly released a research report stating that...<strong>US Treasury yields peaked last October.</strong>The yields on 10-year and 30-year US Treasury bonds reached 4.24% and 4.38%, respectively. Charts drawn by HSBC show that,<strong>The 10-year and 30-year U.S. Treasury yields have continued to decline since October.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3a16110d6749ed9561be28c486107db\" tg-width=\"1024\" tg-height=\"504\"/></p><p>HSBC stated in its report:</p><p>At the time, global fixed-income markets were in the midst of a “perfect storm,” still dealing with the shock from the UK bond market and soaring US inflation, while investors expected China’s reopening to boost the economy. As HSBC points out, the global bond market was in turmoil at the time. Former British Prime Minister Truss's budget triggered a bond market storm, and by the end of October, the yield on 10-year British bonds had surged by about 150 basis points from mid-September. In the United States, the Federal Reserve is in the most aggressive rate hike cycle in more than four decades, with consecutive significant rate hike of 75 basis points.</p><p>Given that the Federal Reserve has rate hike five times since yields peaked on October 24, 2022,<strong>We believe the resilience of long-term US Treasury bonds is impressive.</strong>; 75 basis points in rate hike in November, 50 basis points in rate hike in December, and 25 basis points in rate hike for the next three times. (In five months) the Federal Reserve rate hike a total of 200 basis points, and the 10-year US Treasury yield is still 50 basis points lower.<strong>HSBC believes that the peak in yields is actually a reversal in fundamentals.</strong></p><p>The bank found that long-term yields are often limited by long-term GDP trends; for example, real yields are often lower than the GDP growth rate.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7003d2cd31389176f03b6679b9447d\" tg-width=\"1024\" tg-height=\"487\"/></p><p>HSBC believes that since the start of this rate hike cycle, the Federal Reserve has rate hike 500 basis points and may rate hike further, potentially plunging the United States into recession. In other words,<strong>If a recession occurs, the next major policy measure is more likely to be an interest rate cut. This also means that real yields may continue to decline.</strong></p><p>HSBC stated that this also explains the significant inversion between Federal Funds rate and the two-year US Treasury yield, as well as the inversion between the two-year and 10-year US Treasury yields.</p><p>Observing the previous performance of the rate hike cyclical yield curve, HSBC found that:</p><p>When investors expect the next big move in policy interest rates to be a rate cut, the 2-year federal funds rate spread typically enters an equilibrium reversal. As the Federal Reserve begins to ease policy, the inversion typically intensifies further. Once fund interest rates reach a relaxed level,<strong>This part of the yield curve may tilt upwards.</strong>Given that the Federal Reserve expects a neutral interest rate of 2.5%, the yield curve will show a positive slope as long as the interest rate is below this figure. We found that the long end of the curve moved ahead of schedule and noted that the 10/30-year US Treasury yield had previously normalized again after the 2/10-year US Treasury yield.<strong>The 2/10-year US Treasury yield inversion has also established an equilibrium level, and this spread tends to be more stable when the Federal Reserve is in an easing mode.</strong>When the rate hike cycle turns, the yields on both 2-year and 10-year US Treasury bonds may decline significantly from their initial levels. However, when fund rates are not expected to rise to very accommodative levels, the 10-year US Treasury yield may become more sticky, which is precisely what current general forecasts suggest. The Federal Reserve may skip June and hold rate hike at its July meeting, a move largely priced in by the market.<strong>。 HSBC points out that the Federal Reserve will cut interest rates in 2024 regardless, in line with its dot plot.</strong></p><p>However, if the forward curve has already priced in this expectation, how can future yields decline?</p><p>HSBC points out that current yields reflect investors' risk aversion. US Treasury bonds maturing on December 15, 2025 (with a coupon rate of 4%) are representative of the benchmark 2-year US Treasury bonds at the end of the year.<strong>The current yield is 4.25%, which is 100 basis points above the upper limit of the Federal Funds rate.</strong></p><p>If the Federal Reserve does not ease its policy, US Treasury yields are expected to rise by about 20 basis points, but under accommodative conditions,<strong>Yields could fall by at least 50 basis points, depending on the magnitude and speed of interest rate cuts.</strong></p><p>HSBC believes that if the US economy achieves a soft landing, the Federal Reserve may rate hike interest rates by 25 basis points in July, but in the scenario of a hard landing, a significant cut in interest rates may be necessary.</p><p>As of Friday's close, the 10-year U.S. Treasury yield rose slightly to 3.745%. In contrast, the median forecasts for the end of 2023, compiled by Forward and Bloomberg, were 3.64% and 3.37%, respectively.<strong>This is about 100 basis points higher than HSBC's forecast.</strong></p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Have US Treasury yields peaked? HSBC: It's true this time!</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\">\nHave US Treasury yields peaked? HSBC: It's true this time!\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\">2023-06-10 21:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The market is betting that the Federal Reserve will skip rate hike in June.<a href=\"https://laohu8.com/S/HSBC\">HSBC</a>It has been confirmed that long-term US Treasury yields have peaked.</p><p>Earlier this week, Steven Majo, HSBC's global head of fixed income research, and Lawrence Dye, the company's head of US interest rate strategy, jointly released a research report stating that...<strong>US Treasury yields peaked last October.</strong>The yields on 10-year and 30-year US Treasury bonds reached 4.24% and 4.38%, respectively. Charts drawn by HSBC show that,<strong>The 10-year and 30-year U.S. Treasury yields have continued to decline since October.</strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3a16110d6749ed9561be28c486107db\" tg-width=\"1024\" tg-height=\"504\"/></p><p>HSBC stated in its report:</p><p>At the time, global fixed-income markets were in the midst of a “perfect storm,” still dealing with the shock from the UK bond market and soaring US inflation, while investors expected China’s reopening to boost the economy. As HSBC points out, the global bond market was in turmoil at the time. Former British Prime Minister Truss's budget triggered a bond market storm, and by the end of October, the yield on 10-year British bonds had surged by about 150 basis points from mid-September. In the United States, the Federal Reserve is in the most aggressive rate hike cycle in more than four decades, with consecutive significant rate hike of 75 basis points.</p><p>Given that the Federal Reserve has rate hike five times since yields peaked on October 24, 2022,<strong>We believe the resilience of long-term US Treasury bonds is impressive.</strong>; 75 basis points in rate hike in November, 50 basis points in rate hike in December, and 25 basis points in rate hike for the next three times. (In five months) the Federal Reserve rate hike a total of 200 basis points, and the 10-year US Treasury yield is still 50 basis points lower.<strong>HSBC believes that the peak in yields is actually a reversal in fundamentals.</strong></p><p>The bank found that long-term yields are often limited by long-term GDP trends; for example, real yields are often lower than the GDP growth rate.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b7003d2cd31389176f03b6679b9447d\" tg-width=\"1024\" tg-height=\"487\"/></p><p>HSBC believes that since the start of this rate hike cycle, the Federal Reserve has rate hike 500 basis points and may rate hike further, potentially plunging the United States into recession. In other words,<strong>If a recession occurs, the next major policy measure is more likely to be an interest rate cut. This also means that real yields may continue to decline.</strong></p><p>HSBC stated that this also explains the significant inversion between Federal Funds rate and the two-year US Treasury yield, as well as the inversion between the two-year and 10-year US Treasury yields.</p><p>Observing the previous performance of the rate hike cyclical yield curve, HSBC found that:</p><p>When investors expect the next big move in policy interest rates to be a rate cut, the 2-year federal funds rate spread typically enters an equilibrium reversal. As the Federal Reserve begins to ease policy, the inversion typically intensifies further. Once fund interest rates reach a relaxed level,<strong>This part of the yield curve may tilt upwards.</strong>Given that the Federal Reserve expects a neutral interest rate of 2.5%, the yield curve will show a positive slope as long as the interest rate is below this figure. We found that the long end of the curve moved ahead of schedule and noted that the 10/30-year US Treasury yield had previously normalized again after the 2/10-year US Treasury yield.<strong>The 2/10-year US Treasury yield inversion has also established an equilibrium level, and this spread tends to be more stable when the Federal Reserve is in an easing mode.</strong>When the rate hike cycle turns, the yields on both 2-year and 10-year US Treasury bonds may decline significantly from their initial levels. However, when fund rates are not expected to rise to very accommodative levels, the 10-year US Treasury yield may become more sticky, which is precisely what current general forecasts suggest. The Federal Reserve may skip June and hold rate hike at its July meeting, a move largely priced in by the market.<strong>。 HSBC points out that the Federal Reserve will cut interest rates in 2024 regardless, in line with its dot plot.</strong></p><p>However, if the forward curve has already priced in this expectation, how can future yields decline?</p><p>HSBC points out that current yields reflect investors' risk aversion. US Treasury bonds maturing on December 15, 2025 (with a coupon rate of 4%) are representative of the benchmark 2-year US Treasury bonds at the end of the year.<strong>The current yield is 4.25%, which is 100 basis points above the upper limit of the Federal Funds rate.</strong></p><p>If the Federal Reserve does not ease its policy, US Treasury yields are expected to rise by about 20 basis points, but under accommodative conditions,<strong>Yields could fall by at least 50 basis points, depending on the magnitude and speed of interest rate cuts.</strong></p><p>HSBC believes that if the US economy achieves a soft landing, the Federal Reserve may rate hike interest rates by 25 basis points in July, but in the scenario of a hard landing, a significant cut in interest rates may be necessary.</p><p>As of Friday's close, the 10-year U.S. Treasury yield rose slightly to 3.745%. In contrast, the median forecasts for the end of 2023, compiled by Forward and Bloomberg, were 3.64% and 3.37%, respectively.<strong>This is about 100 basis points higher than HSBC's forecast.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3690818\">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/caec151912b33c61e8599a6f595255eb","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","HSBC":"汇丰","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4521":"英国银行股","TLT":"20+年以上美国国债ETF-iShares","BK4207":"综合性银行"},"source_url":"https://wallstreetcn.com/articles/3690818","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342206563","content_text":"市场押注美联储6月跳过加息之际,汇丰确认,长期美债收益率已经见顶。本周稍早前,汇丰全球固收研究主管Steven Majo和公司美国利率策略主管Lawrence Dye联合发布研究报告称,美债收益率在去年10月已达到峰值,10年期和30年期美债收益率分别达到4.24%和4.38%。汇丰绘制的图表显示,10年期和30年期美债自10月以来持续下降。汇丰在报告中表示:当时全球固收市场正处于一场“完美风暴”之中,仍在应对英国债市带来的冲击和飙升的美国通胀,同时投资者预计中国的重新开放将提振经济。正如汇丰指出,当时的全球债市正值风雨飘摇之际。英国前首相特拉斯的预算案引发债市风暴,10月底,10年期英债收益率从9月中旬飙升约150个基点。美国方面,美联储正处于四十余年来最激进的加息周期,连续大幅加息75基点。鉴于(美联储)自2022年10月24日收益率见顶以来已经加息五次,我们认为长期美债的韧性令人印象深刻;11月加息75基点、12月加息50基点,接下来三次加息25基点。 (五个月里)美联储共加息200个基点,10年期美债收益率仍低50个基点。汇丰认为,收益率见顶的背后,实际上是基本面的逆转。该行发现,长期收益率往往受到GDP长期趋势的限制,比如实际收益率往往小于GDP的增速。汇丰认为,本轮加息周期开启以来,美联储已加息500个基点,并可能进一步加息,或使美国步入衰退。也就是说,如果经济衰退发生,下一个重大政策举措更有可能是降息。这也意味着实际收益率或继续下降。汇丰表示,这也解释了联邦基金利率与两年期美债收益率之间的显著倒挂,以及2年期和10年期美债收益率的倒挂。观察此前加息周期收益率曲线的表现,汇丰发现:当投资者预计政策利率的下一个大动作是降息时,2年期联邦基金息差通常会进入均衡反转。随着美联储开始放松政策,倒挂通常会进一步加剧。 一旦基金利率达到宽松水平,这部分收益率曲线可能会向上倾斜。 鉴于美联储对中性利率的预期为2.5%,利率只要小于这一数字,收益率曲线都会出现正斜率。 我们发现曲线的长端提前移动,并注意到 10/30年期美债在2/10年期美债收益率此前再次正常化。2/10年期美债倒挂也建立了一个均衡水平,当美联储处于宽松模式时,这种利差往往更加稳定。 当加息周期出现转折时,2年期和10年期美债收益率都可能相对于刚开始的水平显着下降。 但当基金利率预计不会升至非常宽松的水平时,10年期美债收益率水平可能会更具粘性,这正是目前的普遍预测所暗示的。美联储可能会跳过6月,在7月的会议上加息,这在很大程度上已被市场定价。汇丰指出,无论如何,美联储将在2024年降息,并且与其点阵图保持一致。不过,那么如果远期曲线已经消化了这一预期,那么未来收益率怎么会下降呢?汇丰指出,目前的收益率反映了投资者的避险情绪。将于2025年12月15日到期的美债(票面利率为 4%)——年底2年期基准美债的代表,目前收益率为4.25%,高于联邦基金利率上限100个基点。在美联储不放宽政策的情况下,美债收益率预计将上升约20基点,但在宽松的情况下,收益率可能下降至少50个基点,具体取决于降息的幅度和速度。汇丰认为,如果美国经济实现软着陆,美联储或在7月加息25个基点,但硬着陆的假设情景下,可能会需要大幅下调利率。截止周五收盘,10年期美债收益率小幅走高,报3.745%。相比之下, Forward和彭博汇总的2023年底的预测中值分别为3.64%和3.37%,高于汇丰预测约100个基点。","news_type":1,"symbols_score_info":{"HSBC":1,"TLT":0.9}},"isVote":1,"tweetType":1,"viewCount":2509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186309656957032,"gmtCreate":1686525035900,"gmtModify":1686525039248,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186309656957032","repostId":"2342526556","repostType":4,"repost":{"id":"2342526556","kind":"news","pubTimestamp":1686442589,"share":"https://ttm.financial/m/news/2342526556?lang=en_US&edition=fundamental","pubTime":"2023-06-11 08:16","market":"us","language":"zh","title":"Goldman Sachs: OPEC production cuts will push crude oil prices to $90 a barrel this year.","url":"https://stock-news.laohu8.com/highlight/detail?id=2342526556","media":"智通财经","summary":"智通财经APP获悉,在沙特阿拉伯决定减产后,原油价格未能维持最初的升势,但高盛的Jeff Currie认为,此举最终将推动原油库存减少,使油价在今年年底前升至90美元/桶。Currie表示:“由于欧佩克减产,特别是在第三和第四季度,你将看到大量的现货库存减少,(这将)把油价推到90美元/桶。”此外,关注基本面的花旗分析师表示,沙特的减产不太可能将油价维持在每桶80美元或90美元的高位,这表明到年底需求低迷,而非欧佩克供应将走强。","content":"<p><html><head></head><body>According to Zhitong Finance APP, crude oil prices failed to maintain their initial upward trend after Saudi Arabia decided to cut production, but...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Jeff Currie believes this move will ultimately drive down crude oil inventories, pushing oil prices to $90 per barrel by the end of the year.</p><p>Currie stated, \"Due to OPEC production cuts, especially in the third and fourth quarters, you will see a significant reduction in spot inventories, which will push oil prices to $90 per barrel.\"</p><p>Currie stated that rising interest rates have made storing oil too expensive, and investor interest may not recover until inventories begin to decline.</p><p>Furthermore, Citi analysts who focus on fundamentals say that Saudi Arabia's production cuts are unlikely to keep oil prices at a high level of $80 or $90 per barrel, indicating weak demand by the end of the year, rather than strengthening non-OPEC supply.</p><p>In addition, Edward Moya of Oanda stated, \"Next week will be a crucial period for oil prices as interest rate decisions by the Federal Reserve, the European Central Bank, and the People's Bank of China will determine the short-term outlook for the global economy.\"</p><p>Crude oil prices fell for the second consecutive week this week. As of press time, WTI crude futures were down 1.32% to $70.35 per barrel, and Brent crude futures were down 1.21% to $75.04 per barrel, marking their sixth weekly decline in the past eight weeks.</p><p>It is worth noting that on Thursday, both WTI and Brent crude oil prices fell by more than $3 per barrel after reports that the United States and Iran were reaching a nuclear deal that would bring more supply. However, after the two countries denied the agreement, oil prices recovered some of the lost ground.</p><p>In addition,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The ministry said late Friday that it plans to purchase 3 million barrels of crude oil as a strategic petroleum reserve at an average price of about $73 per barrel. The U.S. Department of Energy also stated that it has launched a new tender for another 3 million barrels, which will be delivered to SPR's Big Hill site in Texas in September.</p><p>It is worth noting that despite the decline in crude oil prices, the energy sector saw an increase.<a href=\"https://laohu8.com/S/XLE\">SPDR Energy Index ETF</a>It rose 1.8% within a week, with Aemetis (AMTX.US) among the top five gainers rising 34.7%.<a href=\"https://laohu8.com/S/WPRT\">Sihanoukville fuel</a>Clean Energy Technologies (CETY.US) rose 28.9%, Cactus (WHD.US) rose 23.4%, and Cactus (WHD.US) rose 14.1%.<a href=\"https://laohu8.com/S/PBR\">Petrobras</a>- Prefer (PBR.A.US) rose 13.6%.</p><p>In addition, the four stocks with the largest declines in the energy and natural resources sector over the past five days are: US Goldmining (USGO.US) fell 17%.<a href=\"https://laohu8.com/S/AUMN\">gold mining</a>(AUMN.US) fell 13.9%, Eco Wave Power (WAVE.US) fell 12.8%, and Battalion Oil (BATL.US) fell 12%.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs: OPEC production cuts will push crude oil prices to $90 a barrel this 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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs: OPEC production cuts will push crude oil prices to $90 a barrel this year.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-06-11 08:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>According to Zhitong Finance APP, crude oil prices failed to maintain their initial upward trend after Saudi Arabia decided to cut production, but...<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Jeff Currie believes this move will ultimately drive down crude oil inventories, pushing oil prices to $90 per barrel by the end of the year.</p><p>Currie stated, \"Due to OPEC production cuts, especially in the third and fourth quarters, you will see a significant reduction in spot inventories, which will push oil prices to $90 per barrel.\"</p><p>Currie stated that rising interest rates have made storing oil too expensive, and investor interest may not recover until inventories begin to decline.</p><p>Furthermore, Citi analysts who focus on fundamentals say that Saudi Arabia's production cuts are unlikely to keep oil prices at a high level of $80 or $90 per barrel, indicating weak demand by the end of the year, rather than strengthening non-OPEC supply.</p><p>In addition, Edward Moya of Oanda stated, \"Next week will be a crucial period for oil prices as interest rate decisions by the Federal Reserve, the European Central Bank, and the People's Bank of China will determine the short-term outlook for the global economy.\"</p><p>Crude oil prices fell for the second consecutive week this week. As of press time, WTI crude futures were down 1.32% to $70.35 per barrel, and Brent crude futures were down 1.21% to $75.04 per barrel, marking their sixth weekly decline in the past eight weeks.</p><p>It is worth noting that on Thursday, both WTI and Brent crude oil prices fell by more than $3 per barrel after reports that the United States and Iran were reaching a nuclear deal that would bring more supply. However, after the two countries denied the agreement, oil prices recovered some of the lost ground.</p><p>In addition,<a href=\"https://laohu8.com/S/USEG\">U.S. energy</a>The ministry said late Friday that it plans to purchase 3 million barrels of crude oil as a strategic petroleum reserve at an average price of about $73 per barrel. The U.S. Department of Energy also stated that it has launched a new tender for another 3 million barrels, which will be delivered to SPR's Big Hill site in Texas in September.</p><p>It is worth noting that despite the decline in crude oil prices, the energy sector saw an increase.<a href=\"https://laohu8.com/S/XLE\">SPDR Energy Index ETF</a>It rose 1.8% within a week, with Aemetis (AMTX.US) among the top five gainers rising 34.7%.<a href=\"https://laohu8.com/S/WPRT\">Sihanoukville fuel</a>Clean Energy Technologies (CETY.US) rose 28.9%, Cactus (WHD.US) rose 23.4%, and Cactus (WHD.US) rose 14.1%.<a href=\"https://laohu8.com/S/PBR\">Petrobras</a>- Prefer (PBR.A.US) rose 13.6%.</p><p>In addition, the four stocks with the largest declines in the energy and natural resources sector over the past five days are: US Goldmining (USGO.US) fell 17%.<a href=\"https://laohu8.com/S/AUMN\">gold mining</a>(AUMN.US) fell 13.9%, Eco Wave Power (WAVE.US) fell 12.8%, and Battalion Oil (BATL.US) fell 12%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/943827.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/943827.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342526556","content_text":"智通财经APP获悉,在沙特阿拉伯决定减产后,原油价格未能维持最初的升势,但高盛的Jeff Currie认为,此举最终将推动原油库存减少,使油价在今年年底前升至90美元/桶。Currie表示:“由于欧佩克减产,特别是在第三和第四季度,你将看到大量的现货库存减少,(这将)把油价推到90美元/桶。”Currie称,利率上升使得储存石油的成本过高,在库存开始下降之前,投资者的兴趣可能不会恢复。此外,关注基本面的花旗分析师表示,沙特的减产不太可能将油价维持在每桶80美元或90美元的高位,这表明到年底需求低迷,而非欧佩克供应将走强。另外,Oanda的Edward Moya表示:\"由于美联储、欧洲央行和中国央行的利率决定将决定全球经济的短期前景,因此下周将是油价的重要时期。\"本周,原油价格连续第二周下跌,截至发稿,WTI原油期货下跌1.32%,至70.35美元/桶,布伦特原油期货下跌1.21%,报75.04美元/桶,这是过去8周以来的第6周下跌。值得一提的是,周四,WTI原油和布伦特原油价格均下跌逾3美元/桶,此前有报道称,美国和伊朗正在达成一项核协议,该协议将带来更多供应。然而,在两国否认该协议后,油价收复了部分失地。此外,美国能源部周五晚些时候表示,计划购买300万桶原油作为战略石油储备,平均价格约为73美元/桶。美国能源部还表示,其已经启动了另外300万桶的新招标,将于9月交付到德克萨斯州的SPR的Big Hill站点。值得注意的是,尽管原油价格下跌,但能源板块却迎来上涨,SPDR能源指数ETF一周内上涨了1.8%,其中涨幅前五名的包括Aemetis(AMTX.US)上涨了34.7%,西港燃料上涨了28.9%,Clean Energy Technologies(CETY.US)上涨了23.4%,Cactus(WHD.US)上涨了14.1%,巴西石油公司-Prefer(PBR.A.US)上涨了13.6%。此外,在过去5天里,能源和自然资源板块跌幅最大的4只股票是:U.S. Goldmining(USGO.US)下跌了17%, 黄金矿业(AUMN.US)下跌了13.9%,Eco Wave Power(WAVE.US)下跌了12.8%,Battalion Oil(BATL.US)下跌了12%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186309522153576,"gmtCreate":1686525002988,"gmtModify":1686525005509,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"B","listText":"B","text":"B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186309522153576","repostId":"2342696765","repostType":4,"isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183197555306616,"gmtCreate":1685747138836,"gmtModify":1685747142256,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183197555306616","repostId":"1162636330","repostType":4,"repost":{"id":"1162636330","kind":"news","pubTimestamp":1685711670,"share":"https://ttm.financial/m/news/1162636330?lang=en_US&edition=fundamental","pubTime":"2023-06-02 21:14","market":"us","language":"zh","title":"Inflation expectations may be a reason for rate hike in June, but it could be a contrarian indicator!","url":"https://stock-news.laohu8.com/highlight/detail?id=1162636330","media":"金十数据","summary":"如果美联储继续加息,而不是暂停,罪魁祸首之一可能正是继续上升的通胀预期。但是,这背后的逻辑可能竟是错的……过去一年,整体通胀水平有所下降,但消费者对未来通胀的预期并没有随之回落。相反,根据密歇根大学消","content":"<p><html><head></head><body>If the Federal Reserve continues its rate hike instead of pausing it, one of the culprits may be rising inflation expectations. However, the logic behind this may be wrong...<p style=\"text-align: justify;\">Over the past year, overall inflation has declined, but consumer expectations for future inflation have not followed suit. Instead, according to the University of Michigan Consumer Survey,<strong>Five-year inflation expectations have been rising slowly in recent months.</strong></p><p><p style=\"text-align: justify;\">The survey shows that consumers' median expectation of an annualized inflation rate over the next five years has reached 3.1%, the highest level since 2008, while the average expectation is the highest level since the mid-1990s.</p><p><p style=\"text-align: justify;\"><strong>Rising inflation expectations have worried many people, who believe they will come true on their own.</strong>In other words, if consumers expect continued high inflation in the future, their consumption behavior will further push up inflation. If the Federal Reserve decides at its mid-June meeting<strong>Continuing the rate hike instead of pressing the \"pause\" button, one of the culprits may be consumers' persistently high inflation expectations.</strong></p><p><p style=\"text-align: justify;\">However, financial journalist Mark Hulbert believes that this theory is not supported by sufficient historical evidence. He said,<strong>Over the past few decades, consumer inflation expectations have often been an inverse indicator.</strong>When inflation expectations are higher than the average inflation level, inflation in the following five years is lower than the average level, and vice versa.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb32897dd58323a320f26f8ff71c237\" tg-width=\"1280\" tg-height=\"629\"/></p><p><p style=\"text-align: justify;\">The diagram above illustrates this inverse relationship. The chart compares monthly actual inflation with inflation expectations five years ago. When the green line is positive, it indicates that actual inflation is directly proportional to inflation expectations. When the green line is negative, the two are inversely proportional. The last time it was directly proportional was in the mid-1990s, and since then,<strong>The two have almost always been negatively correlated, and have reached their lowest negative value in the last five years.</strong>While this is not a reason to celebrate rising inflation expectations, it at least suggests that we should not be overly concerned about future inflation performance.</p><p><p style=\"text-align: justify;\">In addition, Hulbert also tested the 5-year break-even inflation rate (the difference between the 5-year Treasury Bond nominal yield and the 5-year TIPS yield), the Philadelphia Fed's quarterly short- and long-term professional inflation forecasts, and the Cleveland Fed's inflation expectation model. The test covers data from 2003 to the present.<strong>The Cleveland Fed model was found to be the best way to assess the relationship between actual inflation and inflation expectations.</strong></p><p><p style=\"text-align: justify;\"><strong>The model currently predicts an annual inflation rate of 2.2% over the next five years.</strong>This is enough to get close to the Federal Reserve's 2% inflation target. If this prediction is accurate,<strong>This is enough to prevent the Federal Reserve from rate hike at its June meeting.</strong></p><p></body></html></p>","source":"jssj","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>Inflation expectations may be a reason for rate hike in June, but it could be a contrarian indicator!</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\">\nInflation expectations may be a reason for rate hike in June, but it could be a contrarian indicator!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-06-02 21:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>If the Federal Reserve continues its rate hike instead of pausing it, one of the culprits may be rising inflation expectations. However, the logic behind this may be wrong...<p style=\"text-align: justify;\">Over the past year, overall inflation has declined, but consumer expectations for future inflation have not followed suit. Instead, according to the University of Michigan Consumer Survey,<strong>Five-year inflation expectations have been rising slowly in recent months.</strong></p><p><p style=\"text-align: justify;\">The survey shows that consumers' median expectation of an annualized inflation rate over the next five years has reached 3.1%, the highest level since 2008, while the average expectation is the highest level since the mid-1990s.</p><p><p style=\"text-align: justify;\"><strong>Rising inflation expectations have worried many people, who believe they will come true on their own.</strong>In other words, if consumers expect continued high inflation in the future, their consumption behavior will further push up inflation. If the Federal Reserve decides at its mid-June meeting<strong>Continuing the rate hike instead of pressing the \"pause\" button, one of the culprits may be consumers' persistently high inflation expectations.</strong></p><p><p style=\"text-align: justify;\">However, financial journalist Mark Hulbert believes that this theory is not supported by sufficient historical evidence. He said,<strong>Over the past few decades, consumer inflation expectations have often been an inverse indicator.</strong>When inflation expectations are higher than the average inflation level, inflation in the following five years is lower than the average level, and vice versa.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb32897dd58323a320f26f8ff71c237\" tg-width=\"1280\" tg-height=\"629\"/></p><p><p style=\"text-align: justify;\">The diagram above illustrates this inverse relationship. The chart compares monthly actual inflation with inflation expectations five years ago. When the green line is positive, it indicates that actual inflation is directly proportional to inflation expectations. When the green line is negative, the two are inversely proportional. The last time it was directly proportional was in the mid-1990s, and since then,<strong>The two have almost always been negatively correlated, and have reached their lowest negative value in the last five years.</strong>While this is not a reason to celebrate rising inflation expectations, it at least suggests that we should not be overly concerned about future inflation performance.</p><p><p style=\"text-align: justify;\">In addition, Hulbert also tested the 5-year break-even inflation rate (the difference between the 5-year Treasury Bond nominal yield and the 5-year TIPS yield), the Philadelphia Fed's quarterly short- and long-term professional inflation forecasts, and the Cleveland Fed's inflation expectation model. The test covers data from 2003 to the present.<strong>The Cleveland Fed model was found to be the best way to assess the relationship between actual inflation and inflation expectations.</strong></p><p><p style=\"text-align: justify;\"><strong>The model currently predicts an annual inflation rate of 2.2% over the next five years.</strong>This is enough to get close to the Federal Reserve's 2% inflation target. If this prediction is accurate,<strong>This is enough to prevent the Federal Reserve from rate hike at its June meeting.</strong></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/details/114137\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/114137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162636330","content_text":"如果美联储继续加息,而不是暂停,罪魁祸首之一可能正是继续上升的通胀预期。但是,这背后的逻辑可能竟是错的……过去一年,整体通胀水平有所下降,但消费者对未来通胀的预期并没有随之回落。相反,根据密歇根大学消费者调查,近几个月的五年通胀预期一直在缓慢上升。调查显示,消费者对未来五年通胀年率的预期中值达到3.1%,自2008年以来最高水平,预期均值则是自1990年代中期以来的最高水平。通胀预期上升让很多人感到担忧,他们认为通胀预期会自我应验,也就是说,如果消费者预期未来继续存在高通胀,那么他们的消费行为将进一步推高通胀。如果美联储在6月中旬的会议上决定继续加息,而不是按下“暂停”按钮,罪魁祸首之一可能正是消费者居高不下的通胀预期。然而,财经记者Mark Hulbert却认为,这一理论却并没有得到足够的历史证据支撑。他表示,过去几十年中,消费者的通胀预期反而往往是一个反向指标,当通胀预期高于平均通胀水平时,随后五年的通胀却低于平均水平,反之亦然。上图就说明了这种反比关系。图中对比了每月实际通胀与5年前的通胀预期,当绿色线处于正值时,说明实际通胀与通胀预期呈正比;绿线处于负值时,两者成反比。上一次呈正比是在20世纪90年代中期,从那以后,两者几乎一直是负相关,并且在最近五年达到了最低的负值。虽然这不能成为庆祝通胀预期上升的理由,但至少说明不应该对未来通胀表现过于担忧。另外,Hulbert还用5年盈亏平衡通胀率(5年期国债名义收益率与5年期TIPS收益率之差)、费城联储每季度进行的短期和长期专业通胀预测以及克利夫兰联储发布的通胀预期模型进行测试。测试覆盖2003年至今的数据,发现最能评估实际通胀与通胀预期之间的关系的,是克利夫兰联储模型。该模型目前预测未来五年的通胀年率为2.2%,足以接近美联储2%的通胀目标。如果这个预测准确的话,足以使美联储在6月的会议上不加息。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183197474820104,"gmtCreate":1685747111804,"gmtModify":1685747115359,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183197474820104","repostId":"2340710504","repostType":4,"repost":{"id":"2340710504","kind":"highlight","pubTimestamp":1685714520,"share":"https://ttm.financial/m/news/2340710504?lang=en_US&edition=fundamental","pubTime":"2023-06-02 22:02","market":"us","language":"zh","title":"Behind Tesla's price war, massive IRA subsidies added fuel to the fire.","url":"https://stock-news.laohu8.com/highlight/detail?id=2340710504","media":"智通财经网","summary":"美国总统拜登签署的气候法案为埃隆·马斯克的电动汽车价格战提供了更多火力。智通财经APP获悉,研究机构Benchmark Mineral Intelligence预测,根据《通胀削减法案》(IRA),特","content":"<p><html><head></head><body>The climate bill signed by US President Biden has given Elon Musk more firepower in his electric vehicle price war. According to Zhitong Finance APP, research firm Benchmark Mineral Intelligence predicts that, under the Inflation Reduction Act (IRA),<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) and its battery partners will receive approximately $1.8 billion in production tax credits this year, a windfall far exceeding...<a href=\"https://laohu8.com/S/GM\">general motors</a>(GM.US) and LG Energy Solutions are expected to reach $480 million. Another competitor<a href=\"https://laohu8.com/S/F\">Ford Motor</a>(F.US) won’t start benefiting from the bill’s battery manufacturing tax credit until 2025.</p><p>The IRA provides numerous incentives for battery suppliers and automakers producing in the United States, and crucially, the more batteries and electric vehicles a company produces in the U.S., the more money it receives through tax credits.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will be the big winner of the IRA production tax credit</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f65380865ccdcd602f488d3ab7f6925\" tg-width=\"632\" tg-height=\"603\"/></p><p>Tesla is far ahead of traditional automakers in producing qualified products. Nearly a decade ago, Tesla and Panasonic broke ground on a battery factory in Nevada.</p><p>Tesla Chief Financial Officer Zachary Kirkhorn said in January of this year, \"We will take full advantage of this in the coming years.\"</p><p><strong>A fierce battle</strong></p><p>Tesla has stated that it expects to use the funds to continue lowering prices for consumers as part of the company's strategy to sacrifice short-term profit margins to boost sales amid inflation and intensified competition. Musk's price reduction strategy gave<a href=\"https://laohu8.com/S/GM\">general motors</a>This comes under pressure from established automakers such as Ford, which are already facing significant profitability challenges in their electrified product lines.</p><p>Piper Sandler analyst Alexander Potter estimates that Tesla's average quarterly selling price of cars could drop by $125 over the next two years due to production tax credits, but this will not affect profit margins.</p><p>Even Musk agreed with the huge potential returns of this bill. In a recent media interview, he called the tax credit \"very helpful\" and said the IRA is a \"very good\" bill.</p><p>\"Tesla will earn more from the IRA than any other company because they are already mass-producing batteries,\" said Austin Devaney, Chief Commercial Officer of Piedmont Lithium. Piedmont Lithium has signed supply agreements with Tesla and battery manufacturer LG.</p><p>It is difficult to accurately estimate how much tax credit automakers and battery manufacturers will receive in 2023 and beyond, as this figure depends on sales of electric vehicles using U.S.-made batteries and revenue-sharing agreements between partners.</p><p>These variables may explain why Tesla's projected tax credit is lower than Benchmark Mineral's forecast, which includes Panasonic's share. Production forecasts may also vary. In January, Tesla projected that the manufacturing tax credit in its 2023 IRA could mean the company would receive between $150 million and $250 million per quarter, or as much as $1 billion for the whole year.</p><p>General Motors said it expects to receive $300 million in tax credits this year and plans to produce 1 million electric vehicles annually by 2025, generating $3.5 billion to $5.5 billion in revenue if all are sold out.</p><p>Ford declined to disclose how much tax credit it will receive, but the company plans to increase global annual electric vehicle production to 600,000 units by the end of this year and 2 million units by the end of 2026.</p><p>Tax credits will be phased out starting in 2030, so there is an urgent need to get battery plants up and running quickly. Guidehouse Insights analyst Sam Abuelsamid said that the proliferation of new electric vehicle models will intensify price wars as automakers produce more cars to receive more subsidies.</p><p>He stated, \"The next three to five years will be tough for everyone in this industry; it will be a fierce battle.\"</p><p></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Behind Tesla's price war, massive IRA subsidies added fuel to the fire.</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\">\nBehind Tesla's price war, massive IRA subsidies added fuel to the fire.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-06-02 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The climate bill signed by US President Biden has given Elon Musk more firepower in his electric vehicle price war. According to Zhitong Finance APP, research firm Benchmark Mineral Intelligence predicts that, under the Inflation Reduction Act (IRA),<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA.US) and its battery partners will receive approximately $1.8 billion in production tax credits this year, a windfall far exceeding...<a href=\"https://laohu8.com/S/GM\">general motors</a>(GM.US) and LG Energy Solutions are expected to reach $480 million. Another competitor<a href=\"https://laohu8.com/S/F\">Ford Motor</a>(F.US) won’t start benefiting from the bill’s battery manufacturing tax credit until 2025.</p><p>The IRA provides numerous incentives for battery suppliers and automakers producing in the United States, and crucially, the more batteries and electric vehicles a company produces in the U.S., the more money it receives through tax credits.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Will be the big winner of the IRA production tax credit</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f65380865ccdcd602f488d3ab7f6925\" tg-width=\"632\" tg-height=\"603\"/></p><p>Tesla is far ahead of traditional automakers in producing qualified products. Nearly a decade ago, Tesla and Panasonic broke ground on a battery factory in Nevada.</p><p>Tesla Chief Financial Officer Zachary Kirkhorn said in January of this year, \"We will take full advantage of this in the coming years.\"</p><p><strong>A fierce battle</strong></p><p>Tesla has stated that it expects to use the funds to continue lowering prices for consumers as part of the company's strategy to sacrifice short-term profit margins to boost sales amid inflation and intensified competition. Musk's price reduction strategy gave<a href=\"https://laohu8.com/S/GM\">general motors</a>This comes under pressure from established automakers such as Ford, which are already facing significant profitability challenges in their electrified product lines.</p><p>Piper Sandler analyst Alexander Potter estimates that Tesla's average quarterly selling price of cars could drop by $125 over the next two years due to production tax credits, but this will not affect profit margins.</p><p>Even Musk agreed with the huge potential returns of this bill. In a recent media interview, he called the tax credit \"very helpful\" and said the IRA is a \"very good\" bill.</p><p>\"Tesla will earn more from the IRA than any other company because they are already mass-producing batteries,\" said Austin Devaney, Chief Commercial Officer of Piedmont Lithium. Piedmont Lithium has signed supply agreements with Tesla and battery manufacturer LG.</p><p>It is difficult to accurately estimate how much tax credit automakers and battery manufacturers will receive in 2023 and beyond, as this figure depends on sales of electric vehicles using U.S.-made batteries and revenue-sharing agreements between partners.</p><p>These variables may explain why Tesla's projected tax credit is lower than Benchmark Mineral's forecast, which includes Panasonic's share. Production forecasts may also vary. In January, Tesla projected that the manufacturing tax credit in its 2023 IRA could mean the company would receive between $150 million and $250 million per quarter, or as much as $1 billion for the whole year.</p><p>General Motors said it expects to receive $300 million in tax credits this year and plans to produce 1 million electric vehicles annually by 2025, generating $3.5 billion to $5.5 billion in revenue if all are sold out.</p><p>Ford declined to disclose how much tax credit it will receive, but the company plans to increase global annual electric vehicle production to 600,000 units by the end of this year and 2 million units by the end of 2026.</p><p>Tax credits will be phased out starting in 2030, so there is an urgent need to get battery plants up and running quickly. Guidehouse Insights analyst Sam Abuelsamid said that the proliferation of new electric vehicle models will intensify price wars as automakers produce more cars to receive more subsidies.</p><p>He stated, \"The next three to five years will be tough for everyone in this industry; it will be a fierce battle.\"</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/940178.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4574":"无人驾驶","LU2063271972.USD":"富兰克林创新领域基金","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4585":"ETF&股票定投概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4555":"新能源车"},"source_url":"http://www.zhitongcaijing.com/content/detail/940178.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2340710504","content_text":"美国总统拜登签署的气候法案为埃隆·马斯克的电动汽车价格战提供了更多火力。智通财经APP获悉,研究机构Benchmark Mineral Intelligence预测,根据《通胀削减法案》(IRA),特斯拉(TSLA.US)及其电池合作伙伴今年将获得约18亿美元的生产税收抵免,这笔意外之财远远超过通用汽车(GM.US)和LG能源解决方案预计的4.8亿美元。另一家竞争对手福特汽车(F.US)要到 2025 年才能开始从该法案的电池制造税收抵免中获益。IRA为在美国生产的电池供应商和汽车制造商提供了大量激励措施,而且至关重要的是,一家公司在美国生产的电池和电动汽车越多,它通过税收抵免获得的资金就越多。特斯拉将成为IRA生产税收抵免的大赢家特斯拉在生产符合条件的产品方面远远领先于传统汽车制造商。近十年前,特斯拉与松下在内华达州的一家电池厂破土动工。特斯拉首席财务官Zachary Kirkhorn今年1月表示:“未来几年,我们将充分利用这一优势。”一场恶战特斯拉曾表示,预计将利用这笔资金继续为消费者降价,这是该公司在通胀和竞争加剧的背景下牺牲短期利润率以提振销量的战略的一部分。马斯克的降价策略给通用汽车和福特等老牌汽车制造商带来压力,这些公司在电气化产品线方面已经面临着巨大的盈利挑战。Piper Sandler分析师 Alexander Potter估计,由于生产税收抵免,未来两年特斯拉每季度的汽车平均售价可能会下降125美元,但不会影响利润率。就连马斯克也对这项法案带来的巨大潜在回报表示赞同。在最近接受媒体采访时,他称税收抵免“很有帮助”,并表示IRA是一项“非常好”的法案。皮埃蒙特锂业公司首席商务官Austin Devaney表示:“特斯拉从IRA中获得的收益将比其他任何公司都多,因为他们已经在大量生产电池。”皮埃蒙特锂业公司与特斯拉及电池制造商LG签订了供应协议。很难准确估计汽车制造商和电池制造商在2023年及以后将获得多少税收抵免,因为这个数字取决于使用美国制造的电池的电动汽车销量,以及合作伙伴之间的收入分配协议。这些变量或许可以解释为什么特斯拉预测的税收抵免低于Benchmark Mineral 的预测,后者包括松下的份额。产量预测也可能有所不同。特斯拉1月份预计,2023年IRA中的制造业税收抵免可能意味着该公司每季度获得1.5亿至2.5亿美元,或全年高达10亿美元。通用汽车表示,预计今年将获得3亿美元的税收抵免,并计划到2025年每年生产100万辆电动汽车,如果全部销售一空,将产生35亿至55亿美元的收益。福特拒绝透露将获得多少税收抵免,但该公司计划到今年年底将全球电动汽车的年产量提高到60万辆,2026年底将达到200万辆。税收抵免将于2030年开始逐步取消,因此迫切需要让电池厂迅速启动并运行。Guidehouse Insights分析师Sam Abuelsamid表示,随着汽车公司生产更多汽车以获得更多补贴,新电动汽车车型的大量涌现将加剧价格战。他表示:“未来三到五年对这个行业的每个人来说都将是艰难的,这将是一场恶战。”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183196761514128,"gmtCreate":1685747090497,"gmtModify":1685747094107,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"V","listText":"V","text":"V","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183196761514128","repostId":"1154091453","repostType":4,"repost":{"id":"1154091453","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":1685716812,"share":"https://ttm.financial/m/news/1154091453?lang=en_US&edition=fundamental","pubTime":"2023-06-02 22:40","market":"us","language":"zh","title":"Ford Motor Company's US electric vehicle sales fell 13% year-over-year in May.","url":"https://stock-news.laohu8.com/highlight/detail?id=1154091453","media":"老虎资讯综合","summary":"6月2日,福特汽车官网6月2日宣布,5月美国市场总销量为170,933辆,同比增加10.7%;其中,电动汽车销量为5,444辆,同比下降13%。2023年前5个月,该公司美国市场总销量为830,841","content":"<p><html><head></head><body>June 2nd,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The official website announced on June 2 that total sales in the US market in May were 170,933 vehicles, an increase of 10.7% year-on-year; Among them, electric vehicle sales were 5,444 units, a year-on-year decrease of 13%. In the first five months of 2023, the company's total sales in the U.S. market reached 830,841 vehicles, an increase of 8.8% year-on-year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74373c38eab9ea9253098eb85545f1b0\" tg-width=\"700\" tg-height=\"306\"/></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>Ford Motor Company's US electric vehicle sales fell 13% year-over-year in May.</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\">\nFord Motor Company's US electric vehicle sales fell 13% year-over-year in May.\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\">2023-06-02 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>June 2nd,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>The official website announced on June 2 that total sales in the US market in May were 170,933 vehicles, an increase of 10.7% year-on-year; Among them, electric vehicle sales were 5,444 units, a year-on-year decrease of 13%. In the first five months of 2023, the company's total sales in the U.S. market reached 830,841 vehicles, an increase of 8.8% year-on-year.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74373c38eab9ea9253098eb85545f1b0\" tg-width=\"700\" tg-height=\"306\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9c7511e646b4f70e751ca585ab218a0","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4555":"新能源车","F":"福特汽车","BK4574":"无人驾驶","BK4099":"汽车制造商","BK4588":"碎股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154091453","content_text":"6月2日,福特汽车官网6月2日宣布,5月美国市场总销量为170,933辆,同比增加10.7%;其中,电动汽车销量为5,444辆,同比下降13%。2023年前5个月,该公司美国市场总销量为830,841辆,同比增加8.8%。","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979035829,"gmtCreate":1685133025262,"gmtModify":1685133028802,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979035829","repostId":"1103762523","repostType":4,"repost":{"id":"1103762523","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":1685107721,"share":"https://ttm.financial/m/news/1103762523?lang=en_US&edition=fundamental","pubTime":"2023-05-26 21:28","market":"us","language":"zh","title":"Opening | US stocks opened higher, with Pinduoduo surging over 13% on positive earnings reports.","url":"https://stock-news.laohu8.com/highlight/detail?id=1103762523","media":"老虎资讯综合","summary":"道琼斯指数开盘上涨42.65点,涨幅0.13%,报32807.30点。","content":"<p><html><head></head><body>On Friday, May 26, the Dow Jones Industrial Average opened 42.65 points higher, or 0.13%, at 32,807.30. The S&P 500 opened up 6.35 points, or 0.15%, at 4,157.63. The Nasdaq Composite Index opened up 32.55 points, or 0.26%, at 12,730.65.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db7a0888a0ec7d0de8ce65d71c0aa76a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Pinduoduo surged over 13% at the opening, with Q1 revenue increasing by 58% year-on-year to 37.637 billion yuan and net profit increasing by 212% year-on-year to 8.101 billion yuan, both exceeding market expectations. Online marketing services and other revenue reached RMB 27.244 billion, a year-on-year increase of 50%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acbe3b5a29dfdfd1f42b25ec7bae1ff0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Meanwhile, most popular Chinese concept stocks rose, with TAL Education Group and NetEase rising by more than 3%, New Oriental and Full Truck Alliance rising by more than 2%, and Alibaba and JD.com rising by more than 1%.</p><p>Faraday Future rose 4.5% after the FF 91 successfully passed the FMVSS crash test, with the first phase of deliveries scheduled to begin on May 31, US time.</p><p>Mywell Technologies rose 22.5% after Q2 revenue guidance exceeded expectations, and expects double-digit year-over-year growth in artificial intelligence revenue in fiscal year 2024.</p><p>Ford rose 2% after Ford and Tesla reached an agreement to allow its North American electric vehicle customers to use Tesla's Supercharger network.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opening | US stocks opened higher, with Pinduoduo surging over 13% on positive earnings reports.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpening | US stocks opened higher, with Pinduoduo surging over 13% on positive earnings reports.\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\">2023-05-26 21:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, May 26, the Dow Jones Industrial Average opened 42.65 points higher, or 0.13%, at 32,807.30. The S&P 500 opened up 6.35 points, or 0.15%, at 4,157.63. The Nasdaq Composite Index opened up 32.55 points, or 0.26%, at 12,730.65.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db7a0888a0ec7d0de8ce65d71c0aa76a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Pinduoduo surged over 13% at the opening, with Q1 revenue increasing by 58% year-on-year to 37.637 billion yuan and net profit increasing by 212% year-on-year to 8.101 billion yuan, both exceeding market expectations. Online marketing services and other revenue reached RMB 27.244 billion, a year-on-year increase of 50%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acbe3b5a29dfdfd1f42b25ec7bae1ff0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Meanwhile, most popular Chinese concept stocks rose, with TAL Education Group and NetEase rising by more than 3%, New Oriental and Full Truck Alliance rising by more than 2%, and Alibaba and JD.com rising by more than 1%.</p><p>Faraday Future rose 4.5% after the FF 91 successfully passed the FMVSS crash test, with the first phase of deliveries scheduled to begin on May 31, US time.</p><p>Mywell Technologies rose 22.5% after Q2 revenue guidance exceeded expectations, and expects double-digit year-over-year growth in artificial intelligence revenue in fiscal year 2024.</p><p>Ford rose 2% after Ford and Tesla reached an agreement to allow its North American electric vehicle customers to use Tesla's Supercharger network.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103762523","content_text":"5月26日(周五),道琼斯指数开盘上涨42.65点,涨幅0.13%,报32807.30点;标普500指数开盘上涨6.35点,涨幅0.15%,报4157.63点;纳斯达克综合指数开盘上涨32.55点,涨幅0.26%,报12730.65点。拼多多开盘大涨超13%,Q1营收同比增长58%至376.37亿元,净利润同比增长212%至81.01亿元,均超市场预期;在线营销服务及其他收入272.44亿元,同比增长50%。同时,热门中概股多数走高,好未来、网易涨超3%,新东方、满帮涨超2%,阿里巴巴、京东涨超1%。法拉第未来涨4.5%,FF 91成功通过FMVSS碰撞测试,第一阶段交付计划于美国时间5月31日开始。迈威尔科技涨22.5%,Q2营收指引好于预期,预计2024财年人工智能营收将取得两位数的同比增幅。福特汽车涨2%,福特与特斯拉达成一项协议,允许其北美电动汽车客户使用特斯拉超级充电站网络。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979035184,"gmtCreate":1685133008849,"gmtModify":1685133012455,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"H","listText":"H","text":"H","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979035184","repostId":"1111372068","repostType":4,"repost":{"id":"1111372068","kind":"news","pubTimestamp":1685109408,"share":"https://ttm.financial/m/news/1111372068?lang=en_US&edition=fundamental","pubTime":"2023-05-26 21:56","market":"us","language":"zh","title":"Is the economy not cooling down? US durable goods orders unexpectedly rose month-on-month in April.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111372068","media":"华尔街见闻","summary":"耐用品订单量连续两月上升,显示美国经济保持强劲。","content":"<p><html><head></head><body>Author: Chang Jiashuai</p><p>On May 26 local time, data released by the U.S. Department of Commerce showed that durable goods orders unexpectedly rose in April, increasing by 1.1% month-on-month, compared to an expected 1% decrease. Meanwhile, the March data was revised upward from 3.2% growth to 3.3%. Durable goods orders have increased for two consecutive months.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e111c06dc1975300d5c5ec96ade04d44\" tg-width=\"500\" tg-height=\"317\"/></p><p><p style=\"text-align: justify;\">Excluding the transportation sector, orders for core durable goods decreased by 0.2%, while the expected value remained unchanged, compared to an increase of 0.3% in the previous value.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b93d6e19d066e9eb1138af262d5bad42\" tg-width=\"500\" tg-height=\"316\"/></p><p><p style=\"text-align: justify;\">Orders for durable goods, excluding defense, fell 0.6%, compared to a 3.2% increase in the previous value.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0fd1b71a497ea5d5d551275028f1a5c\" tg-width=\"500\" tg-height=\"310\"/></p><p><p style=\"text-align: justify;\">Excluding aircraft and defense, U.S. durable goods orders rose 1.4% in April, compared to expectations of a 0.5% decrease and a 0.6% decrease in the previous month.</p><p><p style=\"text-align: justify;\">Durable goods refer to products such as computers, home appliances, and cars that can be used for at least three years and are not frequently purchased by consumers. Durable goods orders are one of the important data reflecting the state of the U.S. economy.</p><p><p style=\"text-align: justify;\">The U.S. Department of Commerce stated that the unexpected increase in durable goods orders in April was mainly driven by growth in orders from the transportation sector. The transportation sector, which includes goods such as cars and bicycles, is large in scale and changes frequently. Excluding the transportation sector, the volume of durable goods orders decreased slightly by 0.2%.</p><p><p style=\"text-align: justify;\">However, durable goods orders have risen for two consecutive months, and the US core PCE figures for April, released at the same time, also rose more than expected, confirming that the US economy has not yet cooled down and strengthening expectations for subsequent Federal Reserve rate hike.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the economy not cooling down? US durable goods orders unexpectedly rose month-on-month in April.</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\">\nIs the economy not cooling down? US durable goods orders unexpectedly rose month-on-month in April.\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\">2023-05-26 21:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Chang Jiashuai</p><p>On May 26 local time, data released by the U.S. Department of Commerce showed that durable goods orders unexpectedly rose in April, increasing by 1.1% month-on-month, compared to an expected 1% decrease. Meanwhile, the March data was revised upward from 3.2% growth to 3.3%. Durable goods orders have increased for two consecutive months.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e111c06dc1975300d5c5ec96ade04d44\" tg-width=\"500\" tg-height=\"317\"/></p><p><p style=\"text-align: justify;\">Excluding the transportation sector, orders for core durable goods decreased by 0.2%, while the expected value remained unchanged, compared to an increase of 0.3% in the previous value.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b93d6e19d066e9eb1138af262d5bad42\" tg-width=\"500\" tg-height=\"316\"/></p><p><p style=\"text-align: justify;\">Orders for durable goods, excluding defense, fell 0.6%, compared to a 3.2% increase in the previous value.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0fd1b71a497ea5d5d551275028f1a5c\" tg-width=\"500\" tg-height=\"310\"/></p><p><p style=\"text-align: justify;\">Excluding aircraft and defense, U.S. durable goods orders rose 1.4% in April, compared to expectations of a 0.5% decrease and a 0.6% decrease in the previous month.</p><p><p style=\"text-align: justify;\">Durable goods refer to products such as computers, home appliances, and cars that can be used for at least three years and are not frequently purchased by consumers. Durable goods orders are one of the important data reflecting the state of the U.S. economy.</p><p><p style=\"text-align: justify;\">The U.S. Department of Commerce stated that the unexpected increase in durable goods orders in April was mainly driven by growth in orders from the transportation sector. The transportation sector, which includes goods such as cars and bicycles, is large in scale and changes frequently. Excluding the transportation sector, the volume of durable goods orders decreased slightly by 0.2%.</p><p><p style=\"text-align: justify;\">However, durable goods orders have risen for two consecutive months, and the US core PCE figures for April, released at the same time, also rose more than expected, confirming that the US economy has not yet cooled down and strengthening expectations for subsequent Federal Reserve rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3689739\">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/289b82a155026055831ebe486b902c66","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3689739","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1111372068","content_text":"作者:常嘉帅当地时间5月26日,美国商务部公布的数据显示,4月耐用品订单量意外上升,环比增长1.1%,预期为下降1%,同时,3月数据由增长3.2%上修为3.3%。耐用品订单量已连续两月增长。其中,剔除交通部门的核心耐用品订单量下降0.2%,预期值为不变,前值为上升0.3%。剔除国防的耐用品订单量下降0.6%,前值为增长3.2%。剔除飞机和国防后,美国4月耐用品订单量增长1.4%,预期为减少0.5%,前值为减少0.6%。耐用品指电脑、家电、汽车等至少可以使用三年、消费者不会经常购买的产品。耐用品订单量是反应美国经济状况的重要数据之一。美国商务部表示,4月耐用品订单数据的意外上行,主要受来自交通部门的订单增长驱动。交通部门包含汽车、自行车等商品,体量庞大且变化频繁。扣除交通部门的耐用品订单量略微下降0.2%。不过,耐用品订单量已连续两月上涨,再加上同时公布的美国4月核心PCE也超预期上行,印证美国经济仍未能降温,强化后续美联储加息的预期。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979035323,"gmtCreate":1685132987963,"gmtModify":1685132991596,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979035323","repostId":"1140198668","repostType":4,"repost":{"id":"1140198668","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":1685111437,"share":"https://ttm.financial/m/news/1140198668?lang=en_US&edition=fundamental","pubTime":"2023-05-26 22:30","market":"us","language":"zh","title":"The final reading of the U.S. consumer confidence index for May was 59.2, higher than expected.","url":"https://stock-news.laohu8.com/highlight/detail?id=1140198668","media":"老虎资讯综合","summary":"市场情绪没有像刚公布初值那样低落。","content":"<p><html><head></head><body><strong>The final reading of the University of Michigan Consumer Confidence Index for May was 59.2, compared to the expected 57.7 and the previous reading of 57.7.</strong></p><p>Joanne Hsu, director of consumer surveys at the University of Michigan, said that U.S. one-year inflation expectations fell to 4.2% in May after surging to 4.6% in April. Uncertainty measured in these expected quartile intervals averaged 7.8 over the past 12 months, but fell to 5.7 this month, the lowest level of uncertainty in nearly two years. This suggests that after four months of wavering, consumer perceptions of short-term inflation may be stabilizing. Long-term inflation expectations rose slightly for the second consecutive month, but have remained within a narrow range of 2.9%-3.1% for 21 of the past 22 months.</p><p>Financial website Forexlive commented on the final reading of the University of Michigan Consumer Confidence Index for May: Overall, it was a great report. Market sentiment was not as low as the preliminary reading had just been released, and inflation was not as strong. The proposed debt ceiling solution should be of greater help, but rising interest rates could drag down the economy next month.</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 final reading of the U.S. consumer confidence index for May was 59.2, higher than expected.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe final reading of the U.S. consumer confidence index for May was 59.2, higher than expected.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-05-26 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><strong>The final reading of the University of Michigan Consumer Confidence Index for May was 59.2, compared to the expected 57.7 and the previous reading of 57.7.</strong></p><p>Joanne Hsu, director of consumer surveys at the University of Michigan, said that U.S. one-year inflation expectations fell to 4.2% in May after surging to 4.6% in April. Uncertainty measured in these expected quartile intervals averaged 7.8 over the past 12 months, but fell to 5.7 this month, the lowest level of uncertainty in nearly two years. This suggests that after four months of wavering, consumer perceptions of short-term inflation may be stabilizing. Long-term inflation expectations rose slightly for the second consecutive month, but have remained within a narrow range of 2.9%-3.1% for 21 of the past 22 months.</p><p>Financial website Forexlive commented on the final reading of the University of Michigan Consumer Confidence Index for May: Overall, it was a great report. Market sentiment was not as low as the preliminary reading had just been released, and inflation was not as strong. The proposed debt ceiling solution should be of greater help, but rising interest rates could drag down the economy next month.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/987ab6715591b2ad7014d2cf9348920e","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140198668","content_text":"美国5月密歇根大学消费者信心指数终值 59.2,预期57.7,前值57.7。密歇根大学消费者调查主任Joanne Hsu表示,美国一年期通胀率预期在4月份飙升至4.6%后,5月份回落至4.2%。以这些预期的四分位数区间衡量的不确定性在过去12个月平均为7.8,但本月降至5.7,是近两年来的最低不确定性水平。这表明,在经历了四个月的摇摆之后,消费者对短期通胀的看法可能正在企稳。长期通胀预期连续第二个月小幅上升,但在过去22个月中有21个月保持在2.9%-3.1%的窄幅区间内。财经网站Forexlive评美国5月密歇根大学消费者信心指数终值:总的来说,这是一份很棒的报告,市场情绪没有像刚公布初值那样低落,通胀也没有那么强劲。债务上限解决方案的提出应该会有更大的帮助,但利率上升可能会拖累下个月的经济。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979035914,"gmtCreate":1685132972438,"gmtModify":1685132975777,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"title":"","htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979035914","repostId":"1193134598","repostType":4,"repost":{"id":"1193134598","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":1685114299,"share":"https://ttm.financial/m/news/1193134598?lang=en_US&edition=fundamental","pubTime":"2023-05-26 23:18","market":"us","language":"zh","title":"Semiconductor stocks generally rose, with Mywell Technology up over 25% and Nvidia continuing to rise by about 1%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1193134598","media":"老虎资讯综合","summary":"周五,费城半导体指数涨约4.5%,迈威尔科技涨超25%,博通涨近6%,美光科技涨超5%,AMD涨近5%,台积电涨超3%,英伟达涨1%。","content":"<p><html><head></head><body>On Friday, the Philadelphia Semiconductor Index rose about 4.5%, Mywell Technology rose over 25%, Broadcom rose nearly 6%, Micron Technology rose over 5%, AMD rose nearly 5%, TSMC rose over 3%, and Nvidia rose 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5874e0072898e83f53f32a2bfb413602\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4986d7a8f56a7688191d9f9184f5e61\" tg-width=\"560\" tg-height=\"240\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b29182566f75fcc5cd0267a473437f6b\" tg-width=\"560\" tg-height=\"240\"/></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>Semiconductor stocks generally rose, with Mywell Technology up over 25% and Nvidia continuing to rise by about 1%.</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\">\nSemiconductor stocks generally rose, with Mywell Technology up over 25% and Nvidia continuing to rise by about 1%.\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\">2023-05-26 23:18</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Friday, the Philadelphia Semiconductor Index rose about 4.5%, Mywell Technology rose over 25%, Broadcom rose nearly 6%, Micron Technology rose over 5%, AMD rose nearly 5%, TSMC rose over 3%, and Nvidia rose 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5874e0072898e83f53f32a2bfb413602\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4986d7a8f56a7688191d9f9184f5e61\" tg-width=\"560\" tg-height=\"240\"/></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b29182566f75fcc5cd0267a473437f6b\" tg-width=\"560\" tg-height=\"240\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b7ec401ab6eae58e6c198e267509f35","relate_stocks":{"NVDA":"英伟达","MRVL":"迈威尔科技","SOX":"费城半导体指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193134598","content_text":"周五,费城半导体指数涨约4.5%,迈威尔科技涨超25%,博通涨近6%,美光科技涨超5%,AMD涨近5%,台积电涨超3%,英伟达涨1%。","news_type":1,"symbols_score_info":{"SOX":0.9,"MRVL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094879084,"gmtCreate":1645123496313,"gmtModify":1676533999502,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"J","listText":"J","text":"J","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094879084","repostId":"1121672214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097923144,"gmtCreate":1645319555201,"gmtModify":1676534017846,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"P","listText":"P","text":"P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097923144","repostId":"1124602561","repostType":4,"isVote":1,"tweetType":1,"viewCount":1574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097921361,"gmtCreate":1645319636591,"gmtModify":1676534017868,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097921361","repostId":"1198166588","repostType":4,"isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098238929,"gmtCreate":1644134711216,"gmtModify":1676533893588,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098238929","repostId":"2209328505","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036454829,"gmtCreate":1647205714198,"gmtModify":1676534201741,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"Yed","listText":"Yed","text":"Yed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036454829","repostId":"2219424094","repostType":4,"isVote":1,"tweetType":1,"viewCount":1955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033147016,"gmtCreate":1646229347299,"gmtModify":1676534106118,"author":{"id":"3583111190875685","authorId":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583111190875685","authorIdStr":"3583111190875685"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033147016","repostId":"1127758030","repostType":4,"isVote":1,"tweetType":1,"viewCount":1385,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