LynL personal page - To The Moon

LynL

LynL

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2022-10-06

$苹果(AAPL)$[微笑]

2022-10-05

$哔哩哔哩(BILI)$[微笑]

2022-10-05

$联邦快递(FDX)$[开心]

2022-10-04

$苹果(AAPL)$[微笑]

2022-10-01

$苹果(AAPL)$[微笑]

2022-10-01

$苹果(AAPL)$[微笑]

2022-10-01

$Meta Platforms(FB)$[微笑]

2022-09-29

$波音(BA)$[得意]

2022-09-29

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2022-09-29

$波音(BA)$[微笑]

2022-09-29

$波音(BA)$[微笑]

2022-09-28

$理想汽车(LI)$[微笑]

2022-09-28

$苹果(AAPL)$[愤怒]

2022-09-28

$苹果(AAPL)$[微笑]

2022-09-28

$苹果(AAPL)$[微笑]

2022-09-28

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2022-09-27

$联邦快递(FDX)$[微笑]

2022-09-27

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2022-09-26

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@经济观察报:劉蘇裏：書店是個瞭望塔

2022-09-26

$理想汽车(LI)$[微笑]

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對於愛書的人來說，走進萬聖書園就像哈利·波特走入對角巷：一踏上那條咯吱作響的木質樓梯，邁進書籍錯落的殿堂，似乎就進入一個魔法結界——外面的嘈雜悄然遁去：紙墨與咖啡的香氣中時有低語傳來，店員踩着梯子忙上忙下，讀者在分類獨到的書架間安靜地翻閱着手中的書籍。 這種寧靜而又不失生機、在自己的領域裏各得其所又互不干擾的氛圍正是我們所期望的，可惜，許多同樣以此爲理想的書店與書店人，卻倒在了疫情、流量、商業模式面前。 如何讓一家書店在風吹雨打中一直保持着它原本該有的樣子？萬聖書園的負責人劉蘇里做了概括：一是熱愛，二是專業，三是要成體系。對於體系二字，劉蘇里認爲“很多人的理解都太簡單了。”他說：“如果不是出於作爲讀者對書的癡迷，我早就做不下去了，當人家專門來找某個領域的書，而你卻沒有，還能叫專業書店麼？” 我和劉蘇里先生聊了聊。 “元素週期表” 經濟觀察報：坊間傳聞說，您30秒就可以判斷一本書的質量，是真的嗎？如果是，面對那麼多不同專業的書籍，這項絕技是怎麼練出來的？ 劉蘇里：這件事確實是個真事，是在前互聯網時代鍛煉出來的技能，甚至有時還不需要30秒。這跟彼時的狀況有關，那時的訂貨會就是出版社擺地攤，兩天的時間，你要看幾百個出版社的幾萬種書，不僅要看完，還要下訂單，我猜，這件事的處理速度不比當年的計算機慢吧？ 怎麼做到的呢，我們心裏有一張類似“門捷列夫化學元素週期表”的知識圖表，訂書時只能看書名、作者、譯者、目錄，少部分品種會停下來了解它在該學科、領域中的位置。作爲一個賣書人，要知道哪些“元素”是已經被發現的，哪些元素是未知的，未知的便是採購目標。比如有一本書叫《黃郛傳》，寫蔣介石幕僚黃郛。這本書不怎麼樣，但之前沒有，填補了這段歷史知識的空白，聊勝於無，如果是《蔣經國傳》，那就另當別論了。 要做到這點，一方面是要對書有天然的親近感——看到書眼睛放光。另一方面就是通過業務訓練——","listText":"秦蓓蓓/文 對於愛書的人來說，走進萬聖書園就像哈利·波特走入對角巷：一踏上那條咯吱作響的木質樓梯，邁進書籍錯落的殿堂，似乎就進入一個魔法結界——外面的嘈雜悄然遁去：紙墨與咖啡的香氣中時有低語傳來，店員踩着梯子忙上忙下，讀者在分類獨到的書架間安靜地翻閱着手中的書籍。 這種寧靜而又不失生機、在自己的領域裏各得其所又互不干擾的氛圍正是我們所期望的，可惜，許多同樣以此爲理想的書店與書店人，卻倒在了疫情、流量、商業模式面前。 如何讓一家書店在風吹雨打中一直保持着它原本該有的樣子？萬聖書園的負責人劉蘇里做了概括：一是熱愛，二是專業，三是要成體系。對於體系二字，劉蘇里認爲“很多人的理解都太簡單了。”他說：“如果不是出於作爲讀者對書的癡迷，我早就做不下去了，當人家專門來找某個領域的書，而你卻沒有，還能叫專業書店麼？” 我和劉蘇里先生聊了聊。 “元素週期表” 經濟觀察報：坊間傳聞說，您30秒就可以判斷一本書的質量，是真的嗎？如果是，面對那麼多不同專業的書籍，這項絕技是怎麼練出來的？ 劉蘇里：這件事確實是個真事，是在前互聯網時代鍛煉出來的技能，甚至有時還不需要30秒。這跟彼時的狀況有關，那時的訂貨會就是出版社擺地攤，兩天的時間，你要看幾百個出版社的幾萬種書，不僅要看完，還要下訂單，我猜，這件事的處理速度不比當年的計算機慢吧？ 怎麼做到的呢，我們心裏有一張類似“門捷列夫化學元素週期表”的知識圖表，訂書時只能看書名、作者、譯者、目錄，少部分品種會停下來了解它在該學科、領域中的位置。作爲一個賣書人，要知道哪些“元素”是已經被發現的，哪些元素是未知的，未知的便是採購目標。比如有一本書叫《黃郛傳》，寫蔣介石幕僚黃郛。這本書不怎麼樣，但之前沒有，填補了這段歷史知識的空白，聊勝於無，如果是《蔣經國傳》，那就另當別論了。 要做到這點，一方面是要對書有天然的親近感——看到書眼睛放光。另一方面就是通過業務訓練——","text":"秦蓓蓓/文 對於愛書的人來說，走進萬聖書園就像哈利·波特走入對角巷：一踏上那條咯吱作響的木質樓梯，邁進書籍錯落的殿堂，似乎就進入一個魔法結界——外面的嘈雜悄然遁去：紙墨與咖啡的香氣中時有低語傳來，店員踩着梯子忙上忙下，讀者在分類獨到的書架間安靜地翻閱着手中的書籍。 這種寧靜而又不失生機、在自己的領域裏各得其所又互不干擾的氛圍正是我們所期望的，可惜，許多同樣以此爲理想的書店與書店人，卻倒在了疫情、流量、商業模式面前。 如何讓一家書店在風吹雨打中一直保持着它原本該有的樣子？萬聖書園的負責人劉蘇里做了概括：一是熱愛，二是專業，三是要成體系。對於體系二字，劉蘇里認爲“很多人的理解都太簡單了。”他說：“如果不是出於作爲讀者對書的癡迷，我早就做不下去了，當人家專門來找某個領域的書，而你卻沒有，還能叫專業書店麼？” 我和劉蘇里先生聊了聊。 “元素週期表” 經濟觀察報：坊間傳聞說，您30秒就可以判斷一本書的質量，是真的嗎？如果是，面對那麼多不同專業的書籍，這項絕技是怎麼練出來的？ 劉蘇里：這件事確實是個真事，是在前互聯網時代鍛煉出來的技能，甚至有時還不需要30秒。這跟彼時的狀況有關，那時的訂貨會就是出版社擺地攤，兩天的時間，你要看幾百個出版社的幾萬種書，不僅要看完，還要下訂單，我猜，這件事的處理速度不比當年的計算機慢吧？ 怎麼做到的呢，我們心裏有一張類似“門捷列夫化學元素週期表”的知識圖表，訂書時只能看書名、作者、譯者、目錄，少部分品種會停下來了解它在該學科、領域中的位置。作爲一個賣書人，要知道哪些“元素”是已經被發現的，哪些元素是未知的，未知的便是採購目標。比如有一本書叫《黃郛傳》，寫蔣介石幕僚黃郛。這本書不怎麼樣，但之前沒有，填補了這段歷史知識的空白，聊勝於無，如果是《蔣經國傳》，那就另當別論了。 要做到這點，一方面是要對書有天然的親近感——看到書眼睛放光。另一方面就是通過業務訓練——","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/661409314","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911896081,"gmtCreate":1664166657344,"gmtModify":1676537401440,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584448408413612","authorIdStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a>[微笑]&nbsp;","listText":"<a 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Energy(CEI)$</a>Good&nbsp;","text":"$Camber Energy(CEI)$Good","images":[{"img":"https://community-static.tradeup.com/news/4ff6553d9e22148d3d2c7c9557ae9efe","width":"1125","height":"3618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020841418","isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061877535,"gmtCreate":1651619680476,"gmtModify":1676534934965,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>No worries&nbsp;","listText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>No worries&nbsp;","text":"$波音(BA)$No worries","images":[{"img":"https://community-static.tradeup.com/news/6058ebd5b1c4dea11e35efa2c9f46bf0","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061877535","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9056960628,"gmtCreate":1654922494164,"gmtModify":1676535535539,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056960628","repostId":"2242580893","repostType":4,"repost":{"id":"2242580893","kind":"highlight","pubTimestamp":1654920005,"share":"https://ttm.financial/m/news/2242580893?lang=en_US&edition=fundamental","pubTime":"2022-06-11 12:00","market":"us","language":"zh","title":"The Fed stepped on the thunder of inflation again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242580893","media":"格隆汇","summary":"2021年以来，美联储接连在通胀上踩雷，本预期在5月继续回落的美国CPI，却意外回升。如我们此前的估计，2022年下半年通胀仍将是潜在的风险。5月超市场预期的数据下，通胀在年中回落的梦破碎了，那么，如","content":"<p><html><head></head><body>Since 2021, the Federal Reserve has stepped on inflation one after another. The U.S. CPI, which was expected to continue to fall in May, unexpectedly rebounded. As we previously estimated, inflation will remain a potential risk in the second half of 2022. Under the data that exceeded market expectations in May, the dream of inflation falling back in the middle of the year was shattered. So, how to understand the impact of this on the subsequent Fed monetary policy and the US economy?</p><p>The higher the inflation, the faster the recession. The logic behind it is that the Fed can only suppress inflation through rapid rate hike, and the subsequent rate hike will be more intense, and the Fed's determination will be greater, which will curb demand and suppress the US economy.</p><p><img src=\"https://static.tigerbbs.com/5d96fa5b17b430f1e97013ccaed18928\" tg-width=\"892\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the data point of view, driven by strong housing rents, gasoline and food prices, the U.S. CPI hit a new high since 1981 in May: energy rose 3.9% month-on-month, of which gasoline rose 4.1% month-on-month, food rose 1.2% month-on-month, of which household food rose 1.4% month-on-month (Table 1).</p><p><img src=\"https://static.tigerbbs.com/423b3f96267d75d04e1ebbab2c09cf16\" tg-width=\"889\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Core inflation has fallen for two consecutive months, but the speed has been miss the market expectation, mainly restricted by two factors:</p><p>First, the momentum of rising housing rents has increased. In May 2022, the month-on-month growth rate of housing rents rose by 0.1% to 0.6%. Although rate hike has slightly cooled the U.S. housing market, it has not yet caused sufficient damage to demand, and housing supply is still tight, with housing vacancy rates and rental vacancy rates at Historical lows, the imbalance between supply and demand has not been effectively alleviated (Figure 2-Figure 3). According to our previous report \"How will U.S. inflation peak and fall in 2022?\" According to the analysis of historical data, the S&P U.S. House Price Index is about 15 months ahead of rents. The index peaked and fell in August 2021. From this, it is estimated that the decline in housing rent growth will have to wait until at least early 2023.</p><p><img src=\"https://static.tigerbbs.com/d2fa7d4c9c720a029522f1ae40f61e70\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The second is the continuation of the mismatch between supply and demand. Under the disturbance of the supply chain, the production capacity constraints that lead to high inflation still exist. The conflict between Russia and Ukraine and the repeated epidemic in China have insufficient supply of raw materials and intermediate products needed for industrial production in the United States. And demand is still strong, which is also reflected at the micro company level. Pepsi,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Companies such as that indicated that they could pass on the increase in costs to consumers through price increases, so while the sales revenue increased, the profit margin was not diluted, and some companies also raised their performance expectations (Table 2).</p><p><img src=\"https://static.tigerbbs.com/3c5bc278a6d465cc229a422899985053\" tg-width=\"1080\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, the momentum of wage increase has slowed down, releasing some positive signals. On the one hand, wage growth in the United States has continued to decline since April 2022, and the year-on-year growth rate of average hourly wages in the private industry has dropped from 5.6% in March to 5.2% in May (Figure 4).<b>On the other hand, American companies have a lower tendency to attract job seekers by raising wages.</b></p><p><img src=\"https://static.tigerbbs.com/46df9c566ecf6bba460e1005368092a5\" tg-width=\"977\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Comparing the data of April and January this year, it can be seen that although the job vacancy rate is still high, the correlation with wage growth is reduced (Figure 5).</p><p><img src=\"https://static.tigerbbs.com/c2cd6377a0752bffc1d6863c74e3d768\" tg-width=\"786\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How much will Biden's tariff cuts contribute to suppressing inflation?</p><p><b>According to calculations by the Peterson Institute of Economics, if only tariffs on China are cancelled, the direct impact will only reduce the US CPI by 0.26% and the PCE by 0.35% (Figure 6);</b>Under the extreme assumption, if the United States and China cancel the trade war tariffs, and the United States also cancels the tariffs on steel and aluminum in all countries and the tariffs on Canadian cork, the CPI can drop by 1.3 percentage points, but this assumption is difficult to meet in reality.</p><p><img src=\"https://static.tigerbbs.com/d682f7b47adf3a73d2840d9210140d09\" tg-width=\"788\" tg-height=\"556\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From this point of view, it will be difficult for the U.S. core CPI to drop to 4% within 2022. In addition to core CPI, Fed officials also pay attention to two types of indicators: one is the censored average CPI that excludes the impact of abnormal fluctuations from overall inflation, and the other is the indicator that excludes counter-cyclical effects from overall inflation (Atlanta Fed's sticky price CPI and San Francisco Fed's cyclical core PCE), while some indicators are still rising (Figure 7).<b>This means that the Federal Reserve may raise its inflation forecast again at the interest rate meeting to be held on June 15-16.</b></p><p><img src=\"https://static.tigerbbs.com/cffaae3c8eaa52e3175dd4e578ad1ed5\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The momentum of inflation is difficult to reduce, and the probability of a rate hike of 50bps at the Federal Reserve's September interest rate meeting has increased, and the rate hike may rise above the neutral interest rate in 2022. Powell has said that \"we need to see inflation fall in a clear and convincing way, and we will continue to tighten until we see that.\" It seems that the Fed may hold a rate hike of 50bps at each of its three interest rate meetings from June to September until its observed indicators show a broad-based slowdown in inflation, and then adjust the pace of rate hike.</p><p>Risk warning: Novel Coronavirus mutation causes vaccine failure, and the outbreak of confirmed cases causes the US economy to return to blockade; The situation between Russia and Ukraine is out of control, causing violent fluctuations in commodity prices</p><p></body></html></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed stepped on the thunder of inflation again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed stepped on the thunder of inflation again\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2022-06-11 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Since 2021, the Federal Reserve has stepped on inflation one after another. The U.S. CPI, which was expected to continue to fall in May, unexpectedly rebounded. As we previously estimated, inflation will remain a potential risk in the second half of 2022. Under the data that exceeded market expectations in May, the dream of inflation falling back in the middle of the year was shattered. So, how to understand the impact of this on the subsequent Fed monetary policy and the US economy?</p><p>The higher the inflation, the faster the recession. The logic behind it is that the Fed can only suppress inflation through rapid rate hike, and the subsequent rate hike will be more intense, and the Fed's determination will be greater, which will curb demand and suppress the US economy.</p><p><img src=\"https://static.tigerbbs.com/5d96fa5b17b430f1e97013ccaed18928\" tg-width=\"892\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From the data point of view, driven by strong housing rents, gasoline and food prices, the U.S. CPI hit a new high since 1981 in May: energy rose 3.9% month-on-month, of which gasoline rose 4.1% month-on-month, food rose 1.2% month-on-month, of which household food rose 1.4% month-on-month (Table 1).</p><p><img src=\"https://static.tigerbbs.com/423b3f96267d75d04e1ebbab2c09cf16\" tg-width=\"889\" tg-height=\"585\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Core inflation has fallen for two consecutive months, but the speed has been miss the market expectation, mainly restricted by two factors:</p><p>First, the momentum of rising housing rents has increased. In May 2022, the month-on-month growth rate of housing rents rose by 0.1% to 0.6%. Although rate hike has slightly cooled the U.S. housing market, it has not yet caused sufficient damage to demand, and housing supply is still tight, with housing vacancy rates and rental vacancy rates at Historical lows, the imbalance between supply and demand has not been effectively alleviated (Figure 2-Figure 3). According to our previous report \"How will U.S. inflation peak and fall in 2022?\" According to the analysis of historical data, the S&P U.S. House Price Index is about 15 months ahead of rents. The index peaked and fell in August 2021. From this, it is estimated that the decline in housing rent growth will have to wait until at least early 2023.</p><p><img src=\"https://static.tigerbbs.com/d2fa7d4c9c720a029522f1ae40f61e70\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The second is the continuation of the mismatch between supply and demand. Under the disturbance of the supply chain, the production capacity constraints that lead to high inflation still exist. The conflict between Russia and Ukraine and the repeated epidemic in China have insufficient supply of raw materials and intermediate products needed for industrial production in the United States. And demand is still strong, which is also reflected at the micro company level. Pepsi,<a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>Companies such as that indicated that they could pass on the increase in costs to consumers through price increases, so while the sales revenue increased, the profit margin was not diluted, and some companies also raised their performance expectations (Table 2).</p><p><img src=\"https://static.tigerbbs.com/3c5bc278a6d465cc229a422899985053\" tg-width=\"1080\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>However, the momentum of wage increase has slowed down, releasing some positive signals. On the one hand, wage growth in the United States has continued to decline since April 2022, and the year-on-year growth rate of average hourly wages in the private industry has dropped from 5.6% in March to 5.2% in May (Figure 4).<b>On the other hand, American companies have a lower tendency to attract job seekers by raising wages.</b></p><p><img src=\"https://static.tigerbbs.com/46df9c566ecf6bba460e1005368092a5\" tg-width=\"977\" tg-height=\"561\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Comparing the data of April and January this year, it can be seen that although the job vacancy rate is still high, the correlation with wage growth is reduced (Figure 5).</p><p><img src=\"https://static.tigerbbs.com/c2cd6377a0752bffc1d6863c74e3d768\" tg-width=\"786\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>How much will Biden's tariff cuts contribute to suppressing inflation?</p><p><b>According to calculations by the Peterson Institute of Economics, if only tariffs on China are cancelled, the direct impact will only reduce the US CPI by 0.26% and the PCE by 0.35% (Figure 6);</b>Under the extreme assumption, if the United States and China cancel the trade war tariffs, and the United States also cancels the tariffs on steel and aluminum in all countries and the tariffs on Canadian cork, the CPI can drop by 1.3 percentage points, but this assumption is difficult to meet in reality.</p><p><img src=\"https://static.tigerbbs.com/d682f7b47adf3a73d2840d9210140d09\" tg-width=\"788\" tg-height=\"556\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>From this point of view, it will be difficult for the U.S. core CPI to drop to 4% within 2022. In addition to core CPI, Fed officials also pay attention to two types of indicators: one is the censored average CPI that excludes the impact of abnormal fluctuations from overall inflation, and the other is the indicator that excludes counter-cyclical effects from overall inflation (Atlanta Fed's sticky price CPI and San Francisco Fed's cyclical core PCE), while some indicators are still rising (Figure 7).<b>This means that the Federal Reserve may raise its inflation forecast again at the interest rate meeting to be held on June 15-16.</b></p><p><img src=\"https://static.tigerbbs.com/cffaae3c8eaa52e3175dd4e578ad1ed5\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The momentum of inflation is difficult to reduce, and the probability of a rate hike of 50bps at the Federal Reserve's September interest rate meeting has increased, and the rate hike may rise above the neutral interest rate in 2022. Powell has said that \"we need to see inflation fall in a clear and convincing way, and we will continue to tighten until we see that.\" It seems that the Fed may hold a rate hike of 50bps at each of its three interest rate meetings from June to September until its observed indicators show a broad-based slowdown in inflation, and then adjust the pace of rate hike.</p><p>Risk warning: Novel Coronavirus mutation causes vaccine failure, and the outbreak of confirmed cases causes the US economy to return to blockade; The situation between Russia and Ukraine is out of control, causing violent fluctuations in commodity prices</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/532469\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"http://www.gelonghui.com/p/532469","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2242580893","content_text":"2021年以来，美联储接连在通胀上踩雷，本预期在5月继续回落的美国CPI，却意外回升。如我们此前的估计，2022年下半年通胀仍将是潜在的风险。5月超市场预期的数据下，通胀在年中回落的梦破碎了，那么，如何理解这对后续美联储货币政策和美国经济的影响呢？通胀越高，衰退越快。背后的逻辑在于美联储只能通过快速加息来压制通胀，后续加息会更猛，美联储的决心也将更大，而这将抑制需求，对美国经济形成压制。从数据上来看，强劲的住房租金、汽油和食品价格推升下，5月美国CPI创1981年以来新高：能源环比升3.9%，其中汽油环比升4.1%，食品环比升1.2%，其中家庭食品环比升1.4%（表1）。核心通胀连续两个月回落，但速度却不及市场预期，主要受到两个因素的制约：一是住房租金上涨动能增强。2022年5月住房租金环比增速升0.1%至0.6%，尽管加息使得美国房市略有降温，但尚未对需求产生足够的破坏，而住房供给仍旧偏紧，房屋空置率和出租空置率处在历史低位，供需不平衡的情况尚未有效缓解（图2-图3）。根据我们此前报告《2022年美国通胀如何见顶回落？》对历史数据的分析，标普美国房价指数约领先房租15个月，该指数于2021年8月见顶回落，由此推算住房租金增速的回落至少要等到2023年初。二是供需错配的持续。供应链扰动下，导致通胀高涨的产能限制仍存在，俄乌冲突、中国疫情反复下美国工业生产所需的原材料和中间品供给不足。而需求仍然强劲，这也体现在微观的公司层面，百事、星巴克等公司表示能够通过提价将成本的上涨转嫁给消费者，因而在销售收入增加的同时，利润率并未受到稀释，部分公司还因此调升了业绩预期（表2）。不过薪资上涨动能放缓，释放部分积极信号。一方面，2022年4月以来美国薪资增速持续回落，私人行业平均时薪同比增速已从3月的5.6%降至5月的5.2%（图4）。另一方面，美国公司通过提高工资来吸引求职者的倾向降低。对比今年4月和1月的数据可以看出，尽管职位空缺率仍居高位，但与工资增速的相关性降低（图5）。拜登削减关税对于压制通胀的贡献又有多大？根据彼得森经济研究所的测算，如果只取消对华关税，直接影响仅会使得美国CPI降0.26%，PCE降0.35%（图6）；极端假设下，若美国和中国取消贸易战关税，此外美国还取消对所有国家的钢铁和铝的关税以及对加拿大软木的关税，才能使得CPI下降1.3个百分点，但此假设在现实中难以被满足。如此看来，2022年年内美国核心CPI降至4%难度较大。除了核心CPI外，美联储官员还关注两类指标：一是在整体的通胀中剔除了异常波动项影响的截尾平均CPI，二是在整体通胀中剔除了反周期性影响的指标（亚特兰大联储的粘性价格CPI和旧金山联储的周期性核心PCE），而部分指标仍在上升（图7）。这意味着在将于6月15日至16日举行的议息会议上，美联储或再度上调通胀预测。通胀动能难减下，美联储9月议息会议加息50bps的概率加大，2022年内可能将加息至中性利率以上。鲍威尔曾表示“我们需要看到通胀以清晰而令人信服的方式下降，我们将继续收紧，直到看到这一点。”如此看来，美联储或将在6至9月三次议息会议上各加息50bps，直至其观测的指标显示出广泛的通胀放缓，再调整加息的步伐。风险提示：新冠病毒变异导致疫苗失效，确诊病例大爆发导致美国经济重回封锁；俄乌局势失控造成大宗商品价格剧烈波动","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024343297,"gmtCreate":1653805047419,"gmtModify":1676535345162,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>😀","listText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>😀","text":"$波音(BA)$😀","images":[{"img":"https://community-static.tradeup.com/news/6d1aa0ad8d5253088431f654257919da","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024343297","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9020251897,"gmtCreate":1652660543319,"gmtModify":1676535134332,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>But or wait?&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>But or wait?&nbsp;","text":"$特斯拉(TSLA)$But or wait?","images":[{"img":"https://community-static.tradeup.com/news/7bbe0b6afee93a5232016de44b24b5a7","width":"1125","height":"3531"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020251897","isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066889671,"gmtCreate":1651885233893,"gmtModify":1676534990002,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IMPP\">$Imperial Petroleum Inc(IMPP)$</a>yup!&nbsp;","listText":"<a href=\"https://ttm.financial/S/IMPP\">$Imperial Petroleum Inc(IMPP)$</a>yup!&nbsp;","text":"$Imperial Petroleum Inc(IMPP)$yup!","images":[{"img":"https://community-static.tradeup.com/news/9016a874430984ee0451f82f45b87f2e","width":"1125","height":"3445"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066889671","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061874638,"gmtCreate":1651619587789,"gmtModify":1676534934949,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/CLmain\">$WTI原油主连 2206(CLmain)$</a>Oil and gas&nbsp;","listText":"<a href=\"https://ttm.financial/FUT/CLmain\">$WTI原油主连 2206(CLmain)$</a>Oil and gas&nbsp;","text":"$WTI原油主连 2206(CLmain)$Oil and gas","images":[{"img":"https://community-static.tradeup.com/news/b72bcbe622d9959efe27d8353a5c15d1","width":"1125","height":"2051"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061874638","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061038754,"gmtCreate":1651541174526,"gmtModify":1676534922678,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$</a>😶‍🌫️","listText":"<a href=\"https://ttm.financial/S/SBUX\">$星巴克(SBUX)$</a>😶‍🌫️","text":"$星巴克(SBUX)$😶‍🌫️","images":[{"img":"https://community-static.tradeup.com/news/bda2dab3335279c1e5c10b14b36d27f9","width":"1125","height":"3272"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061038754","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9061038819,"gmtCreate":1651541142875,"gmtModify":1676534922671,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>😶‍🌫️","listText":"<a href=\"https://ttm.financial/S/BA\">$波音(BA)$</a>😶‍🌫️","text":"$波音(BA)$😶‍🌫️","images":[{"img":"https://community-static.tradeup.com/news/9f3da39781248c2595d5a1a7bbe9fbec","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061038819","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9918050527,"gmtCreate":1664288697969,"gmtModify":1676537426319,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FDX\">$联邦快递(FDX)$</a>[微笑]&nbsp;","listText":"<a href=\"https://ttm.financial/S/FDX\">$联邦快递(FDX)$</a>[微笑]&nbsp;","text":"$联邦快递(FDX)$[微笑]","images":[{"img":"https://community-static.tradeup.com/news/951c10eacd9859bb56588cf73ba4668e","width":"1170","height":"2624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918050527","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046406189,"gmtCreate":1656374985641,"gmtModify":1676535815793,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046406189","repostId":"2246728248","repostType":2,"repost":{"id":"2246728248","kind":"news","pubTimestamp":1656373797,"share":"https://ttm.financial/m/news/2246728248?lang=en_US&edition=fundamental","pubTime":"2022-06-28 07:49","market":"hk","language":"zh","title":"Musk requires Tesla employees to be on duty: the workstation is too crowded and the WiFi is too slow","url":"https://stock-news.laohu8.com/highlight/detail?id=2246728248","media":"新浪科技","summary":"特斯拉员工表示，拥挤的办公室和速度缓慢的无线网络正在造成问题。6月8日，马斯克在特斯拉的加州费雷蒙特工厂发表讲话，现场有特斯拉的数十名员工参加，此次讲话还向全球数千名员工进行了直播。马斯克表示，要求白领员工返回办公室，是促进工厂工人和管理者之间平等的努力的一部分。","content":"<p><html><body><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on June 28th morning news, according to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk recently said that employees must return to work in the office if they want to keep their jobs, vowing that he will be in the office seven days a week. This has triggered a scramble among Tesla employees for parking spaces and work spaces in office buildings. Tesla employees say crowded offices and slow wireless networks are causing problems.</p><p>On June 8, Musk delivered a speech at Tesla's Fremont factory in California, attended by dozens of Tesla employees. The speech was also broadcast live to thousands of employees around the world. This is the first time he has communicated with the entire workforce since Musk announced that all white-collar employees must work at least 40 hours a week in the office and will lay off 10% of his workforce.</p><p>However, Tesla employees said Musk's plan to bring employees back to the office was complicated by a lack of office space at the Feremont plant. Several employees said they couldn't find a desk in their office at the Fremont plant. Others say that the WiFi network signal is too poor to support office needs.</p><p>In addition, as more employees return,<strong>Parking spaces in the parking lot are also in short supply.</strong>Before the outbreak, local Tesla employees had to take commuter cars in and out of the factory.</p><p><div sax-type=\"proxy\"></div>Since the outbreak of the epidemic, Tesla's total workforce has more than doubled from about 48,000 in 2019, reaching nearly 100,000 last year. However, according to Musk, he plans to cut Tesla's total salaried employees by 10% due to concerns about a U.S. recession.</p><p>According to some employees, the factory's managers told them that they couldn't come to the office five days a week due to insufficient office space. This is inconsistent with Musk's previous request.</p><p>Musk said asking white-collar workers to return to the office is part of an effort to promote equality between factory workers and managers. Even during the pandemic, workers were required to come to work in factories. Musk also said he previously spent a lot of time at the Frémont factory.<strong>In 2018, he said that because of his jobs at Tesla and SpaceX, he needed to sleep in factories and work more than 120 hours a week.</strong>However, later in 2018, he said that he had reduced the working hours per week to 80 to 90 hours.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>","source":"sina_tech","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>Musk requires Tesla employees to be on duty: the workstation is too crowded and the WiFi is too slow</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\">\nMusk requires Tesla employees to be on duty: the workstation is too crowded and the WiFi is too slow\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-06-28 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><a href=\"https://laohu8.com/S/SINA\">SINA</a>Science and Technology News Beijing time on June 28th morning news, according to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk recently said that employees must return to work in the office if they want to keep their jobs, vowing that he will be in the office seven days a week. This has triggered a scramble among Tesla employees for parking spaces and work spaces in office buildings. Tesla employees say crowded offices and slow wireless networks are causing problems.</p><p>On June 8, Musk delivered a speech at Tesla's Fremont factory in California, attended by dozens of Tesla employees. The speech was also broadcast live to thousands of employees around the world. This is the first time he has communicated with the entire workforce since Musk announced that all white-collar employees must work at least 40 hours a week in the office and will lay off 10% of his workforce.</p><p>However, Tesla employees said Musk's plan to bring employees back to the office was complicated by a lack of office space at the Feremont plant. Several employees said they couldn't find a desk in their office at the Fremont plant. Others say that the WiFi network signal is too poor to support office needs.</p><p>In addition, as more employees return,<strong>Parking spaces in the parking lot are also in short supply.</strong>Before the outbreak, local Tesla employees had to take commuter cars in and out of the factory.</p><p><div sax-type=\"proxy\"></div>Since the outbreak of the epidemic, Tesla's total workforce has more than doubled from about 48,000 in 2019, reaching nearly 100,000 last year. However, according to Musk, he plans to cut Tesla's total salaried employees by 10% due to concerns about a U.S. recession.</p><p>According to some employees, the factory's managers told them that they couldn't come to the office five days a week due to insufficient office space. This is inconsistent with Musk's previous request.</p><p>Musk said asking white-collar workers to return to the office is part of an effort to promote equality between factory workers and managers. Even during the pandemic, workers were required to come to work in factories. Musk also said he previously spent a lot of time at the Frémont factory.<strong>In 2018, he said that because of his jobs at Tesla and SpaceX, he needed to sleep in factories and work more than 120 hours a week.</strong>However, later in 2018, he said that he had reduced the working hours per week to 80 to 90 hours.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-06-28/detail-imizmscu9072865.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/tech/transform/667/w400h267/20220628/9afb-b239e1bb062fe437e8c5a83a7834dc3b.png","relate_stocks":{"BK4574":"无人驾驶","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://tech.sina.cn/it/2022-06-28/detail-imizmscu9072865.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246728248","content_text":"新浪科技讯 北京时间6月28日早间消息，据报道，特斯拉首席执行官埃隆·马斯克（Elon Musk）近期表示，如果员工想要保住自己的工作，就必须返回办公室工作，并发誓自己一周七天都会出现在办公室。这引发了特斯拉员工对办公楼停车位和工位的争抢。特斯拉员工表示，拥挤的办公室和速度缓慢的无线网络正在造成问题。\n6月8日，马斯克在特斯拉的加州费雷蒙特工厂发表讲话，现场有特斯拉的数十名员工参加，此次讲话还向全球数千名员工进行了直播。这是自马斯克宣布，所有白领员工都必须每周在办公室工作至少40小时，并将裁员10%以来，首次与全体员工交流。\n然而，特斯拉员工表示，马斯克让员工返回办公室的计划因为费雷蒙特工厂的办公空间不足而变得复杂。几名员工表示，他们在弗雷蒙特工厂的办公室里找不到办公桌。还有些人表示，WiFi网络信号太差，无法支持办公的需求。\n此外，随着更多员工的返回，停车场的停车位也供不应求。在疫情发生前，当地的特斯拉员工曾需要乘坐通勤车进出工厂。\n疫情爆发以来，特斯拉的员工总数在2019年的约4.8万人基础上增加了一倍多，去年达到接近10万人。然而根据马斯克的说法，由于对美国经济衰退的担忧，他计划将特斯拉的受薪员工总数削减10%。\n根据一些员工的说法，工厂的经理们对他们表示，由于办公空间不足，他们无法一周五天都来办公室工作。这与马斯克此前的要求不一致。\n马斯克表示，要求白领员工返回办公室，是促进工厂工人和管理者之间平等的努力的一部分。即使在疫情期间，工人也被要求到工厂工作。马斯克还表示，他此前在弗雷蒙特工厂度过了很长时间。2018年，他曾表示，因为在特斯拉和SpaceX的工作，他需要睡在工厂里，每周工作时间超过120个小时。不过在2018年晚些时候，他又表示，已经将每周的工作时间减少至80到90个小时。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025081587,"gmtCreate":1653606643949,"gmtModify":1676535310967,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025081587","repostId":"2238178502","repostType":4,"repost":{"id":"2238178502","kind":"highlight","pubTimestamp":1653562744,"share":"https://ttm.financial/m/news/2238178502?lang=en_US&edition=fundamental","pubTime":"2022-05-26 18:59","market":"us","language":"zh","title":"Insufficient bear market signals! Citi recommends \"bargain hunting\" the stock market","url":"https://stock-news.laohu8.com/highlight/detail?id=2238178502","media":"智通财经网","summary":"花旗策略师们表示，现在是趁股市下跌时买入的时候了，尤其是欧洲和新兴市场的股票，因为在全球股市暴跌之后，这些股票的估值颇具吸引力。以Robert Buckland为首的策略师在一份报告中称，在花旗的18","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/C\">Citigroup</a>Strategists say now is the time to buy while stocks are down, especially in Europe and emerging markets, which are trading at attractive valuations after the global stock market plunge.</p><p>Strategists led by Robert Buckland said in a report that of Citi's 18 bear market warning signals, only 6 have issued warnings so far, compared with 13 before the global financial crisis and 17.5 before the 2000-2003 crash; In the past, when market warning indicators dropped to similar levels, investing in stocks generated an average 12-month \"healthy\" gain of 31%.</p><p>Compared with Europe and emerging markets, the U.S. stock market triggered more new highs listed by Citi during the peak of the global stock rally last year, which made strategists favor Europe and emerging markets with lower valuations. In dollar terms, the S&P 500 and Stoxx Europe 600 have both fallen about 16% this year, while the MSCI Emerging Markets Index has fallen 17%.</p><p>\"Perhaps buying dips in Europe and emerging markets is a safer option for investors who are worried that it is too early to enter the U.S. market,\" the strategists wrote in a note.</p><p><img src=\"https://static.tigerbbs.com/c4e71cfcad66df903fd71b3e47a0397e\" tg-width=\"639\" tg-height=\"332\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global stock markets have been turbulent this year amid fears that hawkish central banks will plunge the economy into a recession amid soaring inflation. Strategists are divided on whether it's time to return to stocks now.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Wait for investment banks to say that there may be more losses in the future, while<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute downgraded developed market stocks, including U.S. stocks, to \"neutral\" this week.</p><p>Investors may need to be patient, though, as the signal indicators listed by Citi are not indicators of market timing, strategists said. The metrics listed by Citi include factors such as valuation, credit spreads, analyst bullish sentiment, profitability, IPOs, and trading activity.</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>Insufficient bear market signals! Citi recommends \"bargain hunting\" the stock market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsufficient bear market signals! Citi recommends \"bargain hunting\" the stock market\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\">2022-05-26 18:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/C\">Citigroup</a>Strategists say now is the time to buy while stocks are down, especially in Europe and emerging markets, which are trading at attractive valuations after the global stock market plunge.</p><p>Strategists led by Robert Buckland said in a report that of Citi's 18 bear market warning signals, only 6 have issued warnings so far, compared with 13 before the global financial crisis and 17.5 before the 2000-2003 crash; In the past, when market warning indicators dropped to similar levels, investing in stocks generated an average 12-month \"healthy\" gain of 31%.</p><p>Compared with Europe and emerging markets, the U.S. stock market triggered more new highs listed by Citi during the peak of the global stock rally last year, which made strategists favor Europe and emerging markets with lower valuations. In dollar terms, the S&P 500 and Stoxx Europe 600 have both fallen about 16% this year, while the MSCI Emerging Markets Index has fallen 17%.</p><p>\"Perhaps buying dips in Europe and emerging markets is a safer option for investors who are worried that it is too early to enter the U.S. market,\" the strategists wrote in a note.</p><p><img src=\"https://static.tigerbbs.com/c4e71cfcad66df903fd71b3e47a0397e\" tg-width=\"639\" tg-height=\"332\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Global stock markets have been turbulent this year amid fears that hawkish central banks will plunge the economy into a recession amid soaring inflation. Strategists are divided on whether it's time to return to stocks now.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Wait for investment banks to say that there may be more losses in the future, while<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>The Investment Institute downgraded developed market stocks, including U.S. stocks, to \"neutral\" this week.</p><p>Investors may need to be patient, though, as the signal indicators listed by Citi are not indicators of market timing, strategists said. The metrics listed by Citi include factors such as valuation, credit spreads, analyst bullish sentiment, profitability, IPOs, and trading activity.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/729499.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/b7a3c4097f9d6f0a41b863b3b0ab4a97","relate_stocks":{"BK4504":"桥水持仓","BK4207":"综合性银行","BK4566":"资本集团","BK4534":"瑞士信贷持仓","C":"花旗"},"source_url":"http://www.zhitongcaijing.com/content/detail/729499.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2238178502","content_text":"花旗策略师们表示，现在是趁股市下跌时买入的时候了，尤其是欧洲和新兴市场的股票，因为在全球股市暴跌之后，这些股票的估值颇具吸引力。以Robert Buckland为首的策略师在一份报告中称，在花旗的18个熊市预警信号中，目前只有6个发出了警告，而全球金融危机前为13个，2000-2003年大跌前为17.5个;过去，当市场预警指标降至类似水平时，投资股票平均会产生12个月31%的“健康”收益。与欧洲和新兴市场相比，美国股市在去年全球股市涨势见顶期间，触发了更多花旗所列示的新高，这使得策略师更青睐估值较低的欧洲和新兴市场。以美元计算，标普500指数和欧洲斯托克600指数今年均下跌约16%，MSCI新兴市场指数下跌17%。这些策略师在一份报告中写道:“对于那些担心现在进入美国市场还为时过早的投资者来说，或许在欧洲和新兴市场逢低买入是更安全的选择。”今年以来，全球股市一直动荡不安，因为人们担心，在通胀飙升之际，强硬的央行将使经济陷入衰退。对于现在是否应该重返股市，策略师们意见不一。摩根士丹利和美国银行等投行表示，未来可能还会出现更多亏损，而贝莱德投资研究所本周将发达市场股票(包括美股)评级下调至“中性”。不过，策略师表示，投资者可能需要耐心等待，因为花旗列出的信号指标并不是市场时机选择的指标。花旗列出的指标包括估值、信贷利差、分析师看涨情绪、盈利能力、IPO和交易活动等因素。","news_type":1,"symbols_score_info":{"C":1}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022466797,"gmtCreate":1653571768920,"gmtModify":1676535305698,"author":{"id":"3584448408413612","authorId":"3584448408413612","name":"LynL","avatar":"https://community-static.tradeup.com/news/0f11d47f7767554fedf0c04f98243f38","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584448408413612","idStr":"3584448408413612"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>gonna shoot up by end of the day?","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>gonna shoot up by end of the day?","text":"$新加坡航空公司(C6L.SI)$gonna shoot up by end of the day?","images":[{"img":"https://community-static.tradeup.com/news/be003930a2758744b34d864825144566","width":"1125","height":"2418"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023920076","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}