龙腾虎跃168 personal page - To The Moon

龙腾虎跃168

Ardernguosg

179Follow

11Followers

0Topic

0Badge

龙腾虎跃168

2021-09-15

??

Sorry, the original content has been removed

龙腾虎跃168

2021-09-02

?

Last night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route

龙腾虎跃168

2021-08-31

??

Last night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion

龙腾虎跃168

2021-08-29

?

Why did TSMC become the king of Asian stocks?

龙腾虎跃168

2021-08-28

?

Last night and this morning: Powell's dovish Taper signal supports US stock rebound

龙腾虎跃168

2021-08-26

?

Bank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook

龙腾虎跃168

2021-08-17

?

Taper schedule coming? UBS: Most likely to start in December

龙腾虎跃168

2021-08-13

?

Sorry, the original content has been removed

龙腾虎跃168

2021-08-09

？

Tencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4088296979073510","uuid":"4088296979073510","gmtCreate":1625193916516,"gmtModify":1628605836066,"name":"龙腾虎跃168","pinyin":"lthy168longtenghuyue168","introduction":"","introductionEn":"","signature":"Ardernguosg","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":11,"headSize":179,"tweetSize":152,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.27","exceedPercentage":"60.48%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":"60.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":882943177,"gmtCreate":1631657699399,"gmtModify":1676530599367,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882943177","repostId":"1145779507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812065266,"gmtCreate":1630542061655,"gmtModify":1676530333711,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812065266","repostId":"1160686189","repostType":4,"repost":{"id":"1160686189","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":1630539481,"share":"https://ttm.financial/m/news/1160686189?lang=en_US&edition=fundamental","pubTime":"2021-09-02 07:38","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route","url":"https://stock-news.laohu8.com/highlight/detail?id=1160686189","media":"老虎资讯综合","summary":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防","content":"<p><b>Summary:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke its previous high again; Chinese concept stocks continued their sharp rebound; OPEC + announced that it will continue to increase production by 400,000 barrels per day as planned; Tesla crashed into police car again, US regulatory authorities sent a letter questioning > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Poor ADP data stimulates defensive sentiment, Nasdaq hits another record high</b></p><p>On the first trading day of September, technology giants pushed the Nasdaq to a new high against the backdrop of worse-than-expected ADP data, the S&P 500 rose slightly, and the Dow, which is closer to the economic cycle, weakened slightly. As of the close, the S&P 500 rose 0.03% to 4524.09 points; The Nasdaq index rose 0.33% to 15309.38 points; The Dow Jones fell 0.14% to 35,312.53 points.</p><p><b>Chinese concept stocks continue their sharp rebound</b></p><p>Chinese concept stocks continued to rebound sharply on Wednesday.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>And<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Slightly higher; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It turned lower during the session and closed down more than 0.5%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 5%. And the new Chinese car-making force that just announced its August delivery report card-<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The stock price fell back and closed lower. Furthermore,<a href=\"https://laohu8.com/S/TUYA\">Tuya Smart</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 10%.</p><p><b>U.S. crude oil futures prices close 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. A meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) on Wednesday confirmed its previous plan to increase crude oil production by 400,000 barrels per day. West Texas Intermediate (WTI) crude oil futures for October delivery edged up 9 cents, or just over 0.1%, to settle at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.1%</b></p><p>Gold futures closed lower on Wednesday. Today's weaker-than-expected U.S. ADP private sector employment data only briefly boosted safe-haven metal prices. Investors expect the non-farm payrolls report released on Friday to provide clearer direction guidance for gold. Gold futures for December delivery on the New York Mercantile Exchange fell $2.10, or 0.1%, to settle at $1,816 an ounce.</p><p><b>European Stocks Close Higher, Basic Resources Stocks Buck Trend and Fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, and European stocks generally closed higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12 points; The German DAX30 index closed down 10.80 points, or 0.07%, at 15824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 index closed up 78.51 points, or 1.18%, at 6758.69 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain schedule of increasing production by 400,000 barrels per day per month</b></a></p><p>After a brief video conference, OPEC + agreed to abide by the existing schedule of gradual monthly production increases. Ministers agreed to continue the increase of 400,000 barrels per day per month, delegates said. The video conference, which lasted less than an hour, was one of the shortest meetings in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data released, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. companies added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. According to data released by ADP Research Institute on Wednesday, the number of employed companies in the United States increased by 374,000 last month, which was lower than the estimates of all economists surveyed by the media. The revised data in July was an increase of 326,000 people.</p><p><b>U.S. sets up $7.5 billion infrastructure plan to promote electric vehicle charging services</b></p><p>According to Reuters, the Biden administration has developed a $7.5 billion plan to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies said that the government should accurately expand electric vehicle charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's new crown oral drug restarts mid-to late-stage trials for patients with mild symptoms</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. This randomized double-blind trial will enroll a total of 1,140 patients, half of whom will take PF-07321332 and the antiviral drug ritonavir for five consecutive days at intervals of 12 hours. At the same time, Pfizer has also launched another mid-to late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects to apply for an emergency use permit in the fourth quarter if it goes well.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla assisted driving crashes into U.S. police car again, regulator issues inquiry letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) confirmed on Wednesday that another Tesla vehicle using computer-assisted driving crashed into a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over eleven previous incidents. After the latest accident, NHTSA issued an inquiry letter to Tesla on Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, etc. Regulations require Tesla to answer these questions within 120 days.</p><p><b>Key new drugs encounter severe FDA warning, AbbVie's market value has evaporated by more than 10 billion US dollars</b></p><p>On Wednesday local time, the US FDA added a warning to AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's most severe \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the end of the patent period of the company's star drug adalimumab. The company once fell more than 10% intraday on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon's new CEO launches massive hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as Amazon CEO in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 enterprise and technical jobs. At present, Amazon employs 275,000 people worldwide in related positions. Unlike big employers such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research science and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage continues: Ford cuts F-150 production capacity again, Tesla's new Roadster delivery date is delayed again</b></p><p>On Wednesday local time, affected by the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most noticed is that the Kansas Assembly Plant, which makes the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make F-150s have also cut their three-shift schedule to one shift. The production capacity of high-margin models such as Ford's Super Duty pickup truck, Conqueror and Navigator SUVs has also been affected. In addition to Ford, Tesla CEO Musk also said on Wednesday that shipments of the new Roadster will be delayed again until 2023.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>The U.S. Department of Justice is close to completing preparations for the second Google antitrust case prosecution, reports say</b></a></p><p>After the market closed on Wednesday, local media reported that the U.S. Department of Justice is preparing a second antitrust lawsuit against Google's digital advertising business, which may be filed as soon as this year. At present, the U.S. Department of Justice is going to court with Google on the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support entering driver's license and ID card in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID to Apple Wallet for iPhone and Apple Watch users to use during airport security checks.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, Eastern Time</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11am EST on September 22nd. It is speculated from the official website preview that this conference may launch new Surface hardware products.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3. ai's net loss in the first quarter was US $37.459 million, turning from profit to loss year-on-year</b></a></p><p>The financial report shows that revenue in the first quarter was US $52.4 million, compared with market expectations of US $51.2 million; The net loss in the first quarter was US $37.459 million, compared with a profit of US $150,000 in the same period last year; In the first quarter, it lost $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 revenue tops expectations, raises full-year guidance</b></a></p><p>The financial report shows that revenue in the second quarter was US $56 million, compared with market expectations of US $49 million; The net loss in the second quarter was US $92 million, and the market expected a net loss of US $45 million; The loss per share in the second quarter was $0.29, compared with market expectations for a loss of $0.15.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke its previous high again; Chinese concept stocks continued their sharp rebound; OPEC + announced that it will continue to increase production by 400,000 barrels per day as planned; Tesla crashed into police car again, US regulatory authorities sent a letter questioning > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Poor ADP data stimulates defensive sentiment, Nasdaq hits another record high</b></p><p>On the first trading day of September, technology giants pushed the Nasdaq to a new high against the backdrop of worse-than-expected ADP data, the S&P 500 rose slightly, and the Dow, which is closer to the economic cycle, weakened slightly. As of the close, the S&P 500 rose 0.03% to 4524.09 points; The Nasdaq index rose 0.33% to 15309.38 points; The Dow Jones fell 0.14% to 35,312.53 points.</p><p><b>Chinese concept stocks continue their sharp rebound</b></p><p>Chinese concept stocks continued to rebound sharply on Wednesday.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>And<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Slightly higher; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It turned lower during the session and closed down more than 0.5%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 5%. And the new Chinese car-making force that just announced its August delivery report card-<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The stock price fell back and closed lower. Furthermore,<a href=\"https://laohu8.com/S/TUYA\">Tuya Smart</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 10%.</p><p><b>U.S. crude oil futures prices close 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. A meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) on Wednesday confirmed its previous plan to increase crude oil production by 400,000 barrels per day. West Texas Intermediate (WTI) crude oil futures for October delivery edged up 9 cents, or just over 0.1%, to settle at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.1%</b></p><p>Gold futures closed lower on Wednesday. Today's weaker-than-expected U.S. ADP private sector employment data only briefly boosted safe-haven metal prices. Investors expect the non-farm payrolls report released on Friday to provide clearer direction guidance for gold. Gold futures for December delivery on the New York Mercantile Exchange fell $2.10, or 0.1%, to settle at $1,816 an ounce.</p><p><b>European Stocks Close Higher, Basic Resources Stocks Buck Trend and Fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, and European stocks generally closed higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12 points; The German DAX30 index closed down 10.80 points, or 0.07%, at 15824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 index closed up 78.51 points, or 1.18%, at 6758.69 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain schedule of increasing production by 400,000 barrels per day per month</b></a></p><p>After a brief video conference, OPEC + agreed to abide by the existing schedule of gradual monthly production increases. Ministers agreed to continue the increase of 400,000 barrels per day per month, delegates said. The video conference, which lasted less than an hour, was one of the shortest meetings in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data released, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. companies added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. According to data released by ADP Research Institute on Wednesday, the number of employed companies in the United States increased by 374,000 last month, which was lower than the estimates of all economists surveyed by the media. The revised data in July was an increase of 326,000 people.</p><p><b>U.S. sets up $7.5 billion infrastructure plan to promote electric vehicle charging services</b></p><p>According to Reuters, the Biden administration has developed a $7.5 billion plan to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies said that the government should accurately expand electric vehicle charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's new crown oral drug restarts mid-to late-stage trials for patients with mild symptoms</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. This randomized double-blind trial will enroll a total of 1,140 patients, half of whom will take PF-07321332 and the antiviral drug ritonavir for five consecutive days at intervals of 12 hours. At the same time, Pfizer has also launched another mid-to late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects to apply for an emergency use permit in the fourth quarter if it goes well.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla assisted driving crashes into U.S. police car again, regulator issues inquiry letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) confirmed on Wednesday that another Tesla vehicle using computer-assisted driving crashed into a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over eleven previous incidents. After the latest accident, NHTSA issued an inquiry letter to Tesla on Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, etc. Regulations require Tesla to answer these questions within 120 days.</p><p><b>Key new drugs encounter severe FDA warning, AbbVie's market value has evaporated by more than 10 billion US dollars</b></p><p>On Wednesday local time, the US FDA added a warning to AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's most severe \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the end of the patent period of the company's star drug adalimumab. The company once fell more than 10% intraday on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon's new CEO launches massive hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as Amazon CEO in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 enterprise and technical jobs. At present, Amazon employs 275,000 people worldwide in related positions. Unlike big employers such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research science and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage continues: Ford cuts F-150 production capacity again, Tesla's new Roadster delivery date is delayed again</b></p><p>On Wednesday local time, affected by the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most noticed is that the Kansas Assembly Plant, which makes the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make F-150s have also cut their three-shift schedule to one shift. The production capacity of high-margin models such as Ford's Super Duty pickup truck, Conqueror and Navigator SUVs has also been affected. In addition to Ford, Tesla CEO Musk also said on Wednesday that shipments of the new Roadster will be delayed again until 2023.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>The U.S. Department of Justice is close to completing preparations for the second Google antitrust case prosecution, reports say</b></a></p><p>After the market closed on Wednesday, local media reported that the U.S. Department of Justice is preparing a second antitrust lawsuit against Google's digital advertising business, which may be filed as soon as this year. At present, the U.S. Department of Justice is going to court with Google on the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support entering driver's license and ID card in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID to Apple Wallet for iPhone and Apple Watch users to use during airport security checks.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, Eastern Time</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11am EST on September 22nd. It is speculated from the official website preview that this conference may launch new Surface hardware products.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3. ai's net loss in the first quarter was US $37.459 million, turning from profit to loss year-on-year</b></a></p><p>The financial report shows that revenue in the first quarter was US $52.4 million, compared with market expectations of US $51.2 million; The net loss in the first quarter was US $37.459 million, compared with a profit of US $150,000 in the same period last year; In the first quarter, it lost $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 revenue tops expectations, raises full-year guidance</b></a></p><p>The financial report shows that revenue in the second quarter was US $56 million, compared with market expectations of US $49 million; The net loss in the second quarter was US $92 million, and the market expected a net loss of US $45 million; The loss per share in the second quarter was $0.29, compared with market expectations for a loss of $0.15.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160686189","content_text":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防御情绪 纳指再创历史新高\n九月的第一个交易日，在ADP数据逊于预期的背景下科技巨头推动纳指再创新高，标普500指数微幅上涨，更贴近经济周期的道指小幅走弱。截至收盘，标普500指数涨0.03%，报4524.09点；纳斯达克指数涨0.33%，报15309.38点；道琼斯指数跌0.14%，报35312.53点。\n中概股延续大幅反弹走势\n中概股周三继续大幅反弹走势，百度涨超5%，携程涨近4%；教育股中，高途和掌门教育收涨逾9%，新东方涨近4%，好未来微涨；电商股中，唯品会涨超8%，拼多多涨超6%，阿里巴巴涨超3%，京东涨超2%；游戏股表现不一，周二涨超8%的网易盘中转跌，收跌逾0.5%，腾讯ADR收涨逾4%，哔哩哔哩涨超5%。而刚刚公布8月交付成绩单的中国造车新势力——蔚来、小鹏和理想汽车股价回落收跌。此外，涂鸦智能、贝壳找房、满帮、知乎均达到两位数涨幅，爱奇艺涨近10%。\n美国原油期货价格收高0.1%\n原油期货周三收盘小幅上涨。周三召开的石油输出国组织及其盟友（OPEC+）会议确认了其先前将每日原油产量增加40万桶的计划。纽约商品交易所10月交割的西德克萨斯中质原油（WTI）期货价格小幅上涨9美分，涨幅略高于0.1%，收于每桶68.59美元。\n黄金期货收跌0.1%\n黄金期货周三收低。今日公布的美国ADP私营部门就业数据弱于预期，仅短暂提振避险金属价格上涨。投资者期待周五公布的非农就业报告将为黄金提供更明确的方向指导。纽约商品交易所12月交割的黄金期货价格下跌2.10美元，跌幅0.1%，收于每盎司1816美元。\n欧股收高，基本资源类股逆市下跌\n投资者消化了高于预期的欧元区通胀数据，欧股普遍收高，仅德国DAX30指数收跌。泛欧斯托克600指数收盘上涨2.24点，涨幅0.48%，报473.12点；德国DAX30指数收盘下跌10.80点，跌幅0.07%，报15824.29点；英国富时100指数收盘上涨30.14点，涨幅0.42%，报7149.84点；法国CAC40指数收盘上涨78.51点，涨幅1.18%，报6758.69点。\n国际宏观\nOPEC+决定维持每月增产40万桶/日的时间表\n在短暂视频会议后，OPEC+同意遵守现有的每月逐步增产的时间表。代表们表示，部长们同意继续保持每月40万桶/日的增产幅度。此次视频会议持续了不到一个小时，是近期有记忆以来会程最短的会议之一，与7月份艰难的谈判形成鲜明对比 。\nADP数据出炉 美国企业新增员工大幅少于预期\n美国企业8月新增加的就业人数少于预期，反映出招聘挑战顽固且劳动力市场复苏放缓。ADP研究院周三发布的数据显示，美国企业就业人数上个月增加37.4万，低于所有接受媒体调查的经济学家预估。7月修订数据为增加32.6万人。\n美国制定75亿美元基础设施计划 以推广电动汽车的充电服务\n根据路透社报道，拜登政府制定了一项75亿美元的计划，准备将先进的电动汽车充电基础设施推广至服务不足的地区。大多数私营充电桩公司对此表示，政府应准确地将电动汽车充电服务扩展到被忽视的社区，并考虑为安装相关设施的企业主或房东创造激励措施。\n公司新闻\n辉瑞新冠口服药再度启动轻症患者中后期试验\n国际医药巨头辉瑞周三发布公告称，公司研发中的新冠口服药PF-07321332又启动了一项Ⅱ/Ⅲ期试验，第一名入组患者于当日开始给药。这项随机双盲试验总共将招募1140名患者，其中一半人将按照间隔12小时连续五天服用PF-07321332以及抗病毒药物利托那韦。与此同时，辉瑞还开展了另一项PF-07321332/利托那韦的中后期试验，针对的是轻症但处于病程恶化风险的成年患者，已经从7月开始入组患者。公司预期如果进展顺利，将在四季度申请紧急使用许可。\n特斯拉辅助驾驶再撞美国警车 监管下发问询函\n美国国家公路交通安全管理局（NHTSA）周三确认，在刚刚过去的周末又发生了一起使用计算机辅助驾驶的特斯拉汽车撞击警车的事件，这也是该国第十二起类似事件。该部门曾在8月16日宣布就此前十一起事件对特斯拉Autopilot启动正式调查。在最新事故发生后，NHTSA本周二向特斯拉签发了质询函，对特斯拉自动驾驶技术的方方面面提出了非常详尽的问题，包括识别技术、客户投诉等方面。监管要求特斯拉在120天内对这些问题进行回答。\n关键新药遭遇FDA严厉警告 艾伯维市值蒸发逾百亿美元\n当地时间周三，美国FDA新增了AbbVie旗下关节炎新药Rinvoq的警告，称这款药物存在提升血栓和死亡的风险，此前这款药物已经收到了FDA最严厉的“黑盒警告”。据悉，适应症相同的辉瑞Xeljanz和礼来Olumiant也会带有类似标签。对于艾伯维来说，Rinvoq原本是公司明星药阿达木单抗专利期结束后的营收希望。公司周三盘中跌幅一度超过10%，最终收跌7.05%。\n亚马逊新CEO启动大规模招聘\n今年七月刚刚接班贝索斯担任亚马逊CEO的安迪·贾西周三表示，亚马逊今年在9月15日开始的年度“职场日”将放出5.5万个企业和技术岗位，在相关位置上目前亚马逊在全球雇佣了27.5万人。与零售物流和仓储等就业大户不同，亚马逊今年招募的重点包括工程、研究科学和机器人。\n芯片短缺潮延续：福特再度削减F-150产能 特斯拉新Roadster交付日期再度延迟\n当地时间周三，受到芯片短缺影响，福特公司通过内部信向员工告知了最新一轮减产的安排。最受关注的是，生产F-150的堪萨斯装配厂继上周停工后，将继续停工至9月6日。其他生产F-150的工厂也将三班倒的安排削减至一个班次。福特Super Duty皮卡、征服者和领航员SUV等高利润车型的产能也遭遇影响。除了福特以外，特斯拉CEO马斯克也在周三表示，新款Roadster将再度延后至2023年发货。\n报道称美国司法部接近完成第二桩谷歌反垄断案起诉准备工作\n周三盘后，当地媒体报道称美国司法部正在准备第二桩针对谷歌数字广告业务的反垄断诉讼，最快可能在年内提起诉讼。目前美国司法部正在与谷歌就搜索业务反垄断问题对簿公堂。受此消息影响，截至发稿谷歌盘后跌0.40%。\n苹果：美国8个州支持在苹果钱包中录入驾照和身份证\n据报道，苹果公司今日宣布，美国的8个州将推出一项功能，允许用户将驾照和州ID（身份证）添加到苹果钱包（Apple Wallet）中，供iPhone和Apple Watch用户在机场安检时使用。\n微软官宣将于美东时间9月22日举行新品发布会\n微软在其官网宣布，将于美国东部时间9月22日上午11点举行新品发布会。从官网预告图推测，此次发布会或将推出Surface硬件新品。\nC3.ai第一季度净亏损3745.9万美元，同比止盈转亏\n财报显示，第一季度营收5240万美元，市场预期5120万美元；第一季度净亏损3745.9万美元，去年同期盈利15万美元；第一季度每股亏损0.37美元。\nChargePoint Q2营收超预期，上调全年业绩指引\n财报显示，第二季度营收0.56亿美元，市场预期0.49亿美元；第二季度净亏损0.92亿美元，市场预期净亏损0.45亿美元；第二季度每股亏损0.29美元，市场预期亏损0.15美元。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818998112,"gmtCreate":1630369323036,"gmtModify":1676530281599,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818998112","repostId":"1173867201","repostType":4,"repost":{"id":"1173867201","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":1630366081,"share":"https://ttm.financial/m/news/1173867201?lang=en_US&edition=fundamental","pubTime":"2021-08-31 07:28","market":"sh","language":"zh","title":"Last night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1173867201","media":"老虎资讯综合","summary":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%","content":"<p><b>Summary:</b>The S&P and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price hit a record high, with a market value of over 2.5 trillion US dollars; Chinese concept education stocks collectively rose; A rumor caused<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>Skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused concerns, and it fell more than 12% after hours > > ><b>Overseas Market</b></p><p><b>Closing: S&P, Nasdaq continued to hit record highs, and most technology leaders rose</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 hit record highs on Monday, but the weakening of finance, energy and pro-cyclical concepts dragged down the Dow to close slightly lower. As of the close, the S&P 500 rose 0.43% to 4,528.79 points; The Nasdaq index rose 0.90% to 15265.89 points; The Dow Jones fell 0.16% to 35,399.84 points.</p><p><b>Chinese concept education stocks collectively rose, Gaotu and New Oriental rose more than 12%</b></p><p>Chinese concept stocks continued to follow policy fluctuations, and Chinese concept education stocks rose.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; NetEase,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the new policy on minor games, the opening fell sharply but recovered most of the losses during the day. As of the close, NetEase fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude oil closed 0.7% higher and gasoline futures rose 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm, and traders continue to focus on the disruption it causes to energy operations in the Gulf of Mexico region. West Texas Intermediate crude oil (WTI) futures for October delivery rose 47 cents, or 0.7%, to settle at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery on the New York Mercantile Exchange fell $7.30, or 0.4%, to settle at $1,812.20 an ounce.</p><p><b>European stocks close slightly higher, eurozone consumer confidence index falls from record high</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Federal Reserve Chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; The German DAX30 index closed up 35.56 points, or 0.22%, at 15887.31 points; France's CAC40 index closed up 5.38 points, or 0.08%, at 6687.30 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 US tenant evictions after ban expires</b></a></p><p>Analysts at Goldman Sachs Group Inc. said landlords could evict about 750,000 U.S. households by the end of the year, as expiration of eviction moratoriums and high demand for rentals give landlords an incentive to evict tenants. Analysts estimated in their Aug. 29 report that as many as 3.5 million households are currently behind on rent, with a total arrears of up to $17 billion.</p><p><b>U.S. Department of Defense: The United States has completed its withdrawal from Afghanistan</b></p><p>The U.S. Department of Defense announced that the United States has completed its withdrawal from Afghanistan. On August 30, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock Afghan time tonight, the last batch of US troops left Kabul Airport.\"</p><p><b>Tropical Storm Ida makes landfall, millions of homes in the United States without power</b></p><p>According to local media reports in the United States on August 30th, Category 4 hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms in two states were shut down in an emergency, and more than 1.3 million homes and businesses were without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple's stock price hits record high, with a market value of over $2.5 trillion</b></a></p><p>Apple closed up 3.04%, the largest one-day increase since March this year, setting a record high of US $153.12. The latest total market value exceeded US $2.5 trillion, reaching US $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC chairman says'order flow 'trading may be banned, Robinhood dives late</b></a></p><p>At the end of Monday local time, Barron's published an exclusive interview with SEC Chairman Gensler, in which when talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there is an endogenous conflict of interest in such behavior, and the option of introducing a ban is \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>Rumors that iPhone 13 supports satellite communications trigger global satellite surges by more than 64%</b></a></p><p>Since Tianfeng International analyst Ming-Chi Kuo stated in his latest report that Apple's new generation iPhone will support satellite communications, and according to baseband suppliers<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>It is inferred that Globalstar will become Apple's satellite supplier. Globalstar soared 64.34% on Monday, with a market value of US $4.1 billion. Globalstar currently deploys 24 communication satellites in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launching stock trading business</b></a></p><p>The payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the ability to trade cryptocurrencies last year, according to two sources familiar with the program.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple acquires classical music streaming platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming media service and headphone manufacturer, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new people, in 2018.</p><p><b>Denver accident same paragraph<a href=\"https://laohu8.com/S/BA\">boeing</a>777 passenger plane may not be able to go back to flight this year</b></p><p>According to media reports on August 30, after the Denver engine accident in February this year, dozens of United Boeing wide-body 777s will not be able to return to the market until at least early next year. The main reason is that the Federal Aviation Administration (FAA) is considering new go-around requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, the Google App Store, earned more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago showed that the revenue of Google Play, the Google App Store, in 2019 was $11.2 billion. This gives the first clear picture of Google's financial performance for this service.</p><p><b>Japan investigates Moderna vaccine deaths</b></p><p>After millions of doses of Moderna vaccine were suspended by the Japanese government due to contaminants, the Ministry of Health, Labour and Welfare said it was investigating two deaths related to the vaccines. 5%, then turned red for a while, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom video performance exceeds expectations, but slowing growth raises concerns</b></a></p><p>The report shows that Zoom's total revenue in the second quarter was US $1.0215 billion, an increase of 54% compared with US $663.5 million in the same period last year; Net profit was $317.1 million, compared with $186.0 million in the same period last year; Net profit attributable to the company's common shareholders was US $316.9 million, an increase of 71% compared to US $185.7 million in the same period last year. Zoom's second-quarter results beat Wall Street analysts' expectations, but its performance growth slowed compared to the previous quarter, causing its shares to fall sharply by more than 12% after hours.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-31 07:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b>The S&P and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price hit a record high, with a market value of over 2.5 trillion US dollars; Chinese concept education stocks collectively rose; A rumor caused<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>Skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused concerns, and it fell more than 12% after hours > > ><b>Overseas Market</b></p><p><b>Closing: S&P, Nasdaq continued to hit record highs, and most technology leaders rose</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 hit record highs on Monday, but the weakening of finance, energy and pro-cyclical concepts dragged down the Dow to close slightly lower. As of the close, the S&P 500 rose 0.43% to 4,528.79 points; The Nasdaq index rose 0.90% to 15265.89 points; The Dow Jones fell 0.16% to 35,399.84 points.</p><p><b>Chinese concept education stocks collectively rose, Gaotu and New Oriental rose more than 12%</b></p><p>Chinese concept stocks continued to follow policy fluctuations, and Chinese concept education stocks rose.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; NetEase,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the new policy on minor games, the opening fell sharply but recovered most of the losses during the day. As of the close, NetEase fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude oil closed 0.7% higher and gasoline futures rose 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm, and traders continue to focus on the disruption it causes to energy operations in the Gulf of Mexico region. West Texas Intermediate crude oil (WTI) futures for October delivery rose 47 cents, or 0.7%, to settle at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery on the New York Mercantile Exchange fell $7.30, or 0.4%, to settle at $1,812.20 an ounce.</p><p><b>European stocks close slightly higher, eurozone consumer confidence index falls from record high</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Federal Reserve Chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; The German DAX30 index closed up 35.56 points, or 0.22%, at 15887.31 points; France's CAC40 index closed up 5.38 points, or 0.08%, at 6687.30 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 US tenant evictions after ban expires</b></a></p><p>Analysts at Goldman Sachs Group Inc. said landlords could evict about 750,000 U.S. households by the end of the year, as expiration of eviction moratoriums and high demand for rentals give landlords an incentive to evict tenants. Analysts estimated in their Aug. 29 report that as many as 3.5 million households are currently behind on rent, with a total arrears of up to $17 billion.</p><p><b>U.S. Department of Defense: The United States has completed its withdrawal from Afghanistan</b></p><p>The U.S. Department of Defense announced that the United States has completed its withdrawal from Afghanistan. On August 30, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock Afghan time tonight, the last batch of US troops left Kabul Airport.\"</p><p><b>Tropical Storm Ida makes landfall, millions of homes in the United States without power</b></p><p>According to local media reports in the United States on August 30th, Category 4 hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms in two states were shut down in an emergency, and more than 1.3 million homes and businesses were without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple's stock price hits record high, with a market value of over $2.5 trillion</b></a></p><p>Apple closed up 3.04%, the largest one-day increase since March this year, setting a record high of US $153.12. The latest total market value exceeded US $2.5 trillion, reaching US $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC chairman says'order flow 'trading may be banned, Robinhood dives late</b></a></p><p>At the end of Monday local time, Barron's published an exclusive interview with SEC Chairman Gensler, in which when talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there is an endogenous conflict of interest in such behavior, and the option of introducing a ban is \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>Rumors that iPhone 13 supports satellite communications trigger global satellite surges by more than 64%</b></a></p><p>Since Tianfeng International analyst Ming-Chi Kuo stated in his latest report that Apple's new generation iPhone will support satellite communications, and according to baseband suppliers<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>It is inferred that Globalstar will become Apple's satellite supplier. Globalstar soared 64.34% on Monday, with a market value of US $4.1 billion. Globalstar currently deploys 24 communication satellites in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launching stock trading business</b></a></p><p>The payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the ability to trade cryptocurrencies last year, according to two sources familiar with the program.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple acquires classical music streaming platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming media service and headphone manufacturer, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new people, in 2018.</p><p><b>Denver accident same paragraph<a href=\"https://laohu8.com/S/BA\">boeing</a>777 passenger plane may not be able to go back to flight this year</b></p><p>According to media reports on August 30, after the Denver engine accident in February this year, dozens of United Boeing wide-body 777s will not be able to return to the market until at least early next year. The main reason is that the Federal Aviation Administration (FAA) is considering new go-around requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, the Google App Store, earned more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago showed that the revenue of Google Play, the Google App Store, in 2019 was $11.2 billion. This gives the first clear picture of Google's financial performance for this service.</p><p><b>Japan investigates Moderna vaccine deaths</b></p><p>After millions of doses of Moderna vaccine were suspended by the Japanese government due to contaminants, the Ministry of Health, Labour and Welfare said it was investigating two deaths related to the vaccines. 5%, then turned red for a while, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom video performance exceeds expectations, but slowing growth raises concerns</b></a></p><p>The report shows that Zoom's total revenue in the second quarter was US $1.0215 billion, an increase of 54% compared with US $663.5 million in the same period last year; Net profit was $317.1 million, compared with $186.0 million in the same period last year; Net profit attributable to the company's common shareholders was US $316.9 million, an increase of 71% compared to US $185.7 million in the same period last year. Zoom's second-quarter results beat Wall Street analysts' expectations, but its performance growth slowed compared to the previous quarter, causing its shares to fall sharply by more than 12% after hours.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","AAPL":"苹果","QID":"两倍做空纳斯达克指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173867201","content_text":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%>>>\n\n海外市场\n收盘：标普、纳指续刷历史新高，科技龙头多数走高\n在苹果、谷歌等超级权重集体拉升带动下，纳指和标普500指数周一再创历史新高，不过金融、能源以及顺周期概念走弱拖累道指小幅收跌。截至收盘，标普500指数涨0.43%，报4528.79点；纳斯达克指数涨0.90%，报15265.89点；道琼斯指数跌0.16%，报35399.84点。\n中概教育股集体走高，高途、新东方涨超12%\n中概股继续跟随政策面波动，中概教育股走高，高途、新东方涨超12%，好未来涨5%；网易、哔哩哔哩在未成年人游戏新政影响下开盘大跌但日内收复大部分跌幅，截止收盘，网易跌3.39%，哔哩哔哩跌1.59%。\n美国WTI原油收高0.7% 汽油期货上涨1.7%\n美国原油和汽油期货周一收高。飓风艾达已被降级为热带风暴，交易员继续关注其对墨西哥湾地区能源运营造成的干扰。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅0.7%，收于每桶69.21美元。\n黄金期货收跌0.4% 守住1800美元关口\n黄金期货周一收低，但仍保持在重要的1800美元关口上方。上周黄金期货创近四个星期以来的最高结算价。纽约商品交易所12月交割的黄金期货价格下跌7.30美元，跌幅0.4%，收于每盎司1812.20美元。\n欧洲股市小幅收高 欧元区消费者信心指数自纪录高点回落\n市场情绪整体维持冒险，投资者仍在消化美联储主席上周五的讲话。泛欧斯托克600指数收涨0.34点，涨幅0.07%，报472.68点；德国DAX30指数收盘上涨35.56点，涨幅0.22%，报15887.31点；法国CAC40指数收盘上涨5.38点，涨幅0.08%，报6687.30点。\n国际宏观\n高盛预计禁令到期后美国将有75万户房客被驱逐\n高盛集团分析师表示，到今年年底，房东可能驱逐约75万户美国家庭，因为驱逐禁令到期和租房需求旺盛给房东带来驱逐房客的动力。分析师在8月29日的报告中估计，目前有高达350万户家庭拖欠房租，拖欠总额高达170亿美元。\n美国国防部：美国已完成从阿富汗撤军行动\n美国国防部宣布，美国已完成从阿富汗撤军行动。当地时间8月30日，阿富汗塔利班发言人穆贾希德在社交媒体上宣布：“阿富汗时间今晚9点，最后一批美军离开喀布尔机场。”\n热带风暴“艾达”登陆美国 百万户家庭断电\n据美国当地媒体8月30日报道，4级飓风“艾达”于29日登陆美国路易斯安那州后已经逐渐降级为热带风暴，并于30日进入密西西比州。受风暴影响，两个州数百个石油生产平台紧急关闭，130多万户家庭和企业断电。\n公司新闻\n苹果股价创历史新高，市值超2.5万亿美元\n苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\nSEC主席表示可能禁止“订单流”交易 Robinhood尾盘跳水\n当地时间周一尾盘，《巴伦周刊》刊发了SEC主席詹斯勒的专访，其中在谈及备受争议的订单流业务时（零售经纪券商将客户交易卖给特定做市商执行），詹斯勒表示这类行为存在内生的利益冲突，且出台禁令的选项“在台面上”。由于罗宾汉证券营收高度依赖这笔费用，受此消息影响公司尾盘跳水近7%。\niPhone 13支持卫星通讯传闻引发全球星暴涨逾64%\n由于天风国际分析师郭明錤在最新报告中表示苹果新一代iPhone将支持卫星通讯，且根据基带供应商高通推断出Globalstar将成为苹果卫星供应商，全球星周一暴涨64.34%，市值达到41亿美元。目前Globalstar在近地轨道部署了24颗通讯卫星。\n支付巨头Paypal探索推出股票交易业务\n据报道，支付巨头PayPal正在探索推出一种可能的股票交易平台。据熟悉该计划的两位消息人士透露，在去年推出交易加密货币的功能后，PayPal一直在探索让用户交易个股的方法。\n苹果收购古典乐流媒体平台Primephonic\n苹果公司周一发布公告称，公司已经与古典乐流媒体平台Primephonic达成收购协议，不过并未披露具体的交易金额。这也是公司2014年以30亿美元买下流媒体服务和耳机制造商Beats， 2017年买下音乐识别服务Shazam，2018年收购了旨在发掘新人的艺术家创业平台Platoon后在音乐领域的最新布局。\n丹佛事故同款波音777客机年内恐无法复飞\n据媒体8月30日报道，在今年二月丹佛引擎事故后，美联航几十架波音宽体777客机至少要等到明年初才有可能重新回归市场，主要原因是美国联邦航空管理局（FAA）正在考虑对特定机型提出新的复飞要求。\n法庭文件：谷歌应用商店Google Play一年的营收超过100亿美元\n日前公布的一份法庭文件显示，谷歌应用商店Google Play在2019年的营收为112亿美元。这让人们首次清楚地了解谷歌这项服务的财务业绩。\n日本调查Moderna疫苗致死事件\n继上百万剂Moderna疫苗因出现污染物被日本政府叫停接种后，厚生劳动省表示正在调查两件与这批疫苗有关的死亡事件，该消息使得Moderna股价大幅震荡，周一开盘后一度跌逾5%，随后一度翻红，但最终收跌3.02%。\nZoom视讯业绩超预期 但增速放缓引发担忧\n报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。","news_type":1,"symbols_score_info":{"QLD":0.9,"PSQ":0.9,"QID":0.9,"MNQmain":0.9,".IXIC":0.9,"03086":0.9,".SPX":0.9,"QQQ":0.9,"AAPL":0.9,"SQQQ":0.9,"TQQQ":0.9,".DJI":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813232611,"gmtCreate":1630203953933,"gmtModify":1676530242551,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813232611","repostId":"1184955585","repostType":4,"repost":{"id":"1184955585","kind":"news","pubTimestamp":1630118344,"share":"https://ttm.financial/m/news/1184955585?lang=en_US&edition=fundamental","pubTime":"2021-08-28 10:39","market":"us","language":"zh","title":"Why did TSMC become the king of Asian stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184955585","media":"远川科技评论","summary":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2","content":"<p>At the beginning of 2020, among the ten companies with the largest market value in the world, the United States held 7 seats, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result for Tencent and Alibaba to enter the list. Among the top ten companies, 6 were Internet, 2 finance, 1 resource, and the only hardware company<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, production is not under its own control. At that time, if a company<b>Heavy assets, heavy manufacturing, no oil at home yet</b>It is tantamount to an idiotic dream that a company can still enter the top ten.</p><p>But what I didn't expect was that just over a year later, on August 18, 2021,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of US $538 billion, it successfully surpassed Tencent and became the company with the highest market value in Asia.</p><p>What supports the market value of TSMC's Asian stock king is TSMC's revenue of US $13.29 billion in the second quarter, earning US $147 million a day.</p><p>At the same time, the global chip shortage has made TSMC's orders hard currency: Not long ago, after Apple placed a one-time order of 100 million chips, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the king of Asian stocks is not only the change in the market value of the two companies, but also a counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current status as a stock king in an electronics industry with heavy assets, high labor cost investment, and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which had just been established two years ago, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Li Jianxi, the head of the family, personally poached the wall.</p><p>This time, Li Jianxi was not interested in a process leader or a technical expert, but directly focused on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi was so confident had a lot to do with the industry development background at that time: Samsung was already the overlord of many industries and the super chaebol that controlled the lifeline of South Korea;<b>The status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan, China today: the technical content was not high, and there were many competitors, all of which were located in the \"smile curve\" of value distribution in the manufacturing industry chain. bottom end</b>, do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage. The IDM model of chip companies designing, manufacturing, and packaging and testing by themselves was the mainstream of the industry.</b>The world's top ten semiconductor companies that year were NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for fledgling TSMC whose technology is not even as good as their own to manufacture chips?</p><p>This is a very realistic problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>But soon, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronics industry entered the PC era from the traditional mainframe era. And<b>The focus of the global semiconductor industry has gradually shifted from traditional DRAM storage to digital chips represented by CPUs and GPUs.</b></p><p>Conventional<b>DRAM memory chips are light in design and heavy in manufacturing, so the IDM model dominates the development of the industry; For digital chips, chip manufacturing is certainly a top priority, but as the number of transistors in the chip reaches millions, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an urgent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly dispatched engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip it is developing is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip manufacturer to break through the integration of 1 million transistors in one chip, reaching 1.2 million pioneering projects.</p><p>Being able to receive one-on-one tutoring from Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC and the two-year-old company<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It hit it off and won another important ticket in the PC era.</p><p>In the following ten years, TSMC established a relationship with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation with chip design companies such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography process technology, it is technologically unique in the world. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC did not expect that another storm that might subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Shortly after becoming the number one foundry in the field of PC chips, Apple came with a tsunami of smartphones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs took the first-generation iPhone and officially announced it in the midst of much attention, which was called a stunning cross-generation product. In the following years, every time a new iPhone was released, there would be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone's seal of gods, one thing is clearly shown:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows how to do it knows that Jobs on the stage seems to be the \"God\" who released the iPhone on the surface, but fundamentally, he is just a worker of the Samsung empire on the other side of the ocean.</p><p>IHS, a market research agency, once dismantled the cost sources of previous generations of iPhones and found that in the era before dual cameras and bathroom heater cameras appeared, the former<b>The three major cost sources of several generations of iPhone are: processor, screen and storage. In an iPhone, all three items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which produced almost half of the world's chips in the era, could only wait and see with envy.</p><p>But as a top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, mixing oil with Samsung Mili, on the other hand, Apple quietly connected with TSMC in 2010. In order for the two parties to cooperate more smoothly, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress of research and development, Apple immediately filed 16 infringement charges with Samsung in 2011. Samsung, on the other hand, took Apple to court, countersued Apple for infringement, and even asked the United States to ban the sale of iPhone.</p><p>Apple competes with Samsung's snipe and clam, and TSMC benefits.</p><p>Starting from Apple's A8 chip in 2014, TSMC began to manufacture most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed its leading position in chip foundry.</p><p><b>But just working for the most powerful customers can make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stuck the throat of global customers, while Foxconn has nothing to do about Apple supporting competitors to grab business.</p><p>Behind the completely different fates, in fact, the groundwork has been laid as early as the track selection.</p><p>Represented by Foxconn<b>Electronic product assembly is essentially a low-threshold industry that can start work on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn faced the \"five tigers of Taiwanese OEM\" in Taiwan, China-Quanta, Compal, Pegatron, Wistron, and Inventec competing for business; In the past ten years, Foxconn has faced the mainland \"younger brothers\" Luxshare, Goertek, Wingtech,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low-tech content and low threshold are reflected in the financial report, which is reflected in Foxconn's gross profit that is thinner than razor blades: in the past ten years,<b>In order to maintain a gross profit that has never exceeded 10%, Foxconn moved its factory from Shenzhen to Zhengzhou, and then expanded from Zhengzhou to Vietnam... constantly moving between different depressions of labor costs.</b></p><p>In sharp contrast to this, TSMC's corresponding chip foundry is an industry that is rolling forward on the wheels of Moore's Law. Under the guidance of Moore's Law, the number of components that can be accommodated on an integrated circuit will double every 18 to 24 months, the size of the corresponding transistors will continue to shrink, and the manufacture of semiconductors will become increasingly difficult.</p><p>Reflected in capital expenditures, in the process of upgrading the semiconductor industry from 8-inch to 12-inch, costs have risen sharply: the cost of an 8-inch wafer fab is as low as 100 million and as high as 1.5 billion US dollars depending on its production capacity. The cost of a new 12-inch fab is as high as US $2.5 billion to US $3 billion, which is enough to leave most competitors in the industry behind.</p><p>Different technical contents also determine different competitive landscapes.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has dominated the world from 0.18 micron to 3 nanometers. Not only are there fewer and fewer competitors, but even the former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer competitors, profits will naturally become higher and higher. Located in Taiwan, China, Foxconn has set up factories around the world, and its gross profit is less than 10%. If it is not careful, it will be contained by Apple using Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on only producing high-end process products in Taiwan, China for 30 years, can maintain a gross profit of about 50% all year round. However, if customers want to grab TSMC's latest production capacity, it is not enough to have money: September 2020 After TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranks first, and the capital threshold of the industry continues to rise; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has established its unshakable number one throne in the field of chip foundry.</p><p>Looking back at history, there are three major reasons why TSMC can rise to become the king of foundry: in the PC era, with half of the support of Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheels of Moore's Law, relying on the advantages of technology and capital, leaving many competitors far behind.</p><p>However, TSMC's transformation from the \"king of chip foundry\" to the \"king of stocks\" is still the last step: let the Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money from the epic chip shortage, and its stock price has recently become the king of Asian stocks. On the other hand, looking at the traditional \"stock god\" Internet, Tencent has plummeted 45% from its highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since its listing on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>","source":"lsy1571969218062","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why did TSMC become the king of Asian stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy did TSMC become the king of Asian stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">远川科技评论</strong><span class=\"h-time small\">2021-08-28 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the beginning of 2020, among the ten companies with the largest market value in the world, the United States held 7 seats, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result for Tencent and Alibaba to enter the list. Among the top ten companies, 6 were Internet, 2 finance, 1 resource, and the only hardware company<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, production is not under its own control. At that time, if a company<b>Heavy assets, heavy manufacturing, no oil at home yet</b>It is tantamount to an idiotic dream that a company can still enter the top ten.</p><p>But what I didn't expect was that just over a year later, on August 18, 2021,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of US $538 billion, it successfully surpassed Tencent and became the company with the highest market value in Asia.</p><p>What supports the market value of TSMC's Asian stock king is TSMC's revenue of US $13.29 billion in the second quarter, earning US $147 million a day.</p><p>At the same time, the global chip shortage has made TSMC's orders hard currency: Not long ago, after Apple placed a one-time order of 100 million chips, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the king of Asian stocks is not only the change in the market value of the two companies, but also a counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current status as a stock king in an electronics industry with heavy assets, high labor cost investment, and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which had just been established two years ago, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Li Jianxi, the head of the family, personally poached the wall.</p><p>This time, Li Jianxi was not interested in a process leader or a technical expert, but directly focused on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi was so confident had a lot to do with the industry development background at that time: Samsung was already the overlord of many industries and the super chaebol that controlled the lifeline of South Korea;<b>The status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan, China today: the technical content was not high, and there were many competitors, all of which were located in the \"smile curve\" of value distribution in the manufacturing industry chain. bottom end</b>, do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage. The IDM model of chip companies designing, manufacturing, and packaging and testing by themselves was the mainstream of the industry.</b>The world's top ten semiconductor companies that year were NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for fledgling TSMC whose technology is not even as good as their own to manufacture chips?</p><p>This is a very realistic problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>But soon, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronics industry entered the PC era from the traditional mainframe era. And<b>The focus of the global semiconductor industry has gradually shifted from traditional DRAM storage to digital chips represented by CPUs and GPUs.</b></p><p>Conventional<b>DRAM memory chips are light in design and heavy in manufacturing, so the IDM model dominates the development of the industry; For digital chips, chip manufacturing is certainly a top priority, but as the number of transistors in the chip reaches millions, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an urgent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly dispatched engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip it is developing is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip manufacturer to break through the integration of 1 million transistors in one chip, reaching 1.2 million pioneering projects.</p><p>Being able to receive one-on-one tutoring from Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC and the two-year-old company<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It hit it off and won another important ticket in the PC era.</p><p>In the following ten years, TSMC established a relationship with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation with chip design companies such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography process technology, it is technologically unique in the world. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC did not expect that another storm that might subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Shortly after becoming the number one foundry in the field of PC chips, Apple came with a tsunami of smartphones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs took the first-generation iPhone and officially announced it in the midst of much attention, which was called a stunning cross-generation product. In the following years, every time a new iPhone was released, there would be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone's seal of gods, one thing is clearly shown:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows how to do it knows that Jobs on the stage seems to be the \"God\" who released the iPhone on the surface, but fundamentally, he is just a worker of the Samsung empire on the other side of the ocean.</p><p>IHS, a market research agency, once dismantled the cost sources of previous generations of iPhones and found that in the era before dual cameras and bathroom heater cameras appeared, the former<b>The three major cost sources of several generations of iPhone are: processor, screen and storage. In an iPhone, all three items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which produced almost half of the world's chips in the era, could only wait and see with envy.</p><p>But as a top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, mixing oil with Samsung Mili, on the other hand, Apple quietly connected with TSMC in 2010. In order for the two parties to cooperate more smoothly, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress of research and development, Apple immediately filed 16 infringement charges with Samsung in 2011. Samsung, on the other hand, took Apple to court, countersued Apple for infringement, and even asked the United States to ban the sale of iPhone.</p><p>Apple competes with Samsung's snipe and clam, and TSMC benefits.</p><p>Starting from Apple's A8 chip in 2014, TSMC began to manufacture most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed its leading position in chip foundry.</p><p><b>But just working for the most powerful customers can make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stuck the throat of global customers, while Foxconn has nothing to do about Apple supporting competitors to grab business.</p><p>Behind the completely different fates, in fact, the groundwork has been laid as early as the track selection.</p><p>Represented by Foxconn<b>Electronic product assembly is essentially a low-threshold industry that can start work on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn faced the \"five tigers of Taiwanese OEM\" in Taiwan, China-Quanta, Compal, Pegatron, Wistron, and Inventec competing for business; In the past ten years, Foxconn has faced the mainland \"younger brothers\" Luxshare, Goertek, Wingtech,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low-tech content and low threshold are reflected in the financial report, which is reflected in Foxconn's gross profit that is thinner than razor blades: in the past ten years,<b>In order to maintain a gross profit that has never exceeded 10%, Foxconn moved its factory from Shenzhen to Zhengzhou, and then expanded from Zhengzhou to Vietnam... constantly moving between different depressions of labor costs.</b></p><p>In sharp contrast to this, TSMC's corresponding chip foundry is an industry that is rolling forward on the wheels of Moore's Law. Under the guidance of Moore's Law, the number of components that can be accommodated on an integrated circuit will double every 18 to 24 months, the size of the corresponding transistors will continue to shrink, and the manufacture of semiconductors will become increasingly difficult.</p><p>Reflected in capital expenditures, in the process of upgrading the semiconductor industry from 8-inch to 12-inch, costs have risen sharply: the cost of an 8-inch wafer fab is as low as 100 million and as high as 1.5 billion US dollars depending on its production capacity. The cost of a new 12-inch fab is as high as US $2.5 billion to US $3 billion, which is enough to leave most competitors in the industry behind.</p><p>Different technical contents also determine different competitive landscapes.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has dominated the world from 0.18 micron to 3 nanometers. Not only are there fewer and fewer competitors, but even the former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer competitors, profits will naturally become higher and higher. Located in Taiwan, China, Foxconn has set up factories around the world, and its gross profit is less than 10%. If it is not careful, it will be contained by Apple using Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on only producing high-end process products in Taiwan, China for 30 years, can maintain a gross profit of about 50% all year round. However, if customers want to grab TSMC's latest production capacity, it is not enough to have money: September 2020 After TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranks first, and the capital threshold of the industry continues to rise; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has established its unshakable number one throne in the field of chip foundry.</p><p>Looking back at history, there are three major reasons why TSMC can rise to become the king of foundry: in the PC era, with half of the support of Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheels of Moore's Law, relying on the advantages of technology and capital, leaving many competitors far behind.</p><p>However, TSMC's transformation from the \"king of chip foundry\" to the \"king of stocks\" is still the last step: let the Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money from the epic chip shortage, and its stock price has recently become the king of Asian stocks. On the other hand, looking at the traditional \"stock god\" Internet, Tencent has plummeted 45% from its highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since its listing on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA\">远川科技评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184955585","content_text":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2个金融、1个资源，唯一的硬件企业苹果，生产还不归自己管，当时如果说一家重资产、重制造、家里还没石油的企业还能进前十，无异于痴人说梦。\n但没有想到的是，仅仅一年多时间后的2021年8月18日，台积电就以5380亿美元的市值，成功超越腾讯，成为亚洲市值最高的公司。\n支撑起台积电亚洲股王市值的，是台积电二季度创下的132.9亿美元营收，一天赚1.47亿美元的亮眼业绩。\n与此同时，全球芯片大缺货，更是让台积电的订单成为硬通货：前不久，苹果一次性下单一亿片芯片后，台积电原材料供应商直接爆出猛料，台积电的订单已经满载到2024年。\n台积电取代腾讯成为亚洲股王的背后，不仅是两家企业市值的变化，同时，更是一场硬科技制造对互联网的逆袭。\n那么台积电究竟是如何在一个重资产、高人力成本投入，客户又极度强势的电子行业中，修炼出如今的股王地位？\n答案就藏在台积电崛起的三次历史机遇之中。\n\n1989年12月，刚成立两年的台积电就迎来三星掌门人李健熙的亲自挖墙脚。\n这一次，李健熙看上的，不是什么工艺负责人，也不是什么技术大牛，而是直接将目光锁定在了已经58岁的台积电创始人张忠谋的身上。\n李健熙之所以如此自信，与当时的行业发展背景有着很大的关系：当年的三星，已然是多个行业的霸主，把控韩国命脉的超级财阀；而芯片代工，在当时的行业地位，其实与如今中国台湾的另一个代工之王——富士康差不多：技术含量不高，竞争对手不少，都是位于制造业产业链价值分配“微笑曲线”的最底端，干着最累的活儿，赚最少的钱。\n\n更何况，当时的芯片制造还停留在亚微米阶段，芯片企业自己设计，自己制造，自己封测的IDM模式才是业界主流。当年的全球十大半导体公司，NEC、东芝、日立、摩托罗拉、德州仪器、富士通、三菱、英特尔、松下、飞利浦全部是典型的半导体IDM巨头。\n那么，有自己的工厂的IDM们，为什么要找初出茅庐，工艺甚至还不如自己的台积电来代工芯片？\n这是在拒绝了李健熙橄榄枝后，摆在高龄创业者——张忠谋面前的一个很现实的问题。\n不过很快，台积电就迎来了属于它的第一个时代机遇：PC崛起。\n1988年前后，在英特尔的带领下，全球的电子产业从传统的大型机时代进入PC时代。而全球的半导体产业的重心也开始逐渐从传统的DRAM存储开始向CPU、GPU为代表的数字芯片迈进。\n传统的DRAM存储芯片的轻设计重制造，因此IDM模式主导行业发展；而对数字芯片来说，芯片制造固然是头等大事，但随着芯片内晶体管的数量迈上百万台阶，背后所需的芯片设计投入，也越来越繁重。在精力有限的情况下，将设计与制造分离，已经成为迫在眉睫的大趋势。\n\n凭借着英特尔总裁格鲁夫与张忠谋的私人交情，英特尔直接派驻工程师入驻台积电，对当时制造工艺仅有二百多道环节的台积电，一口气指出了至少二百个工艺改进流程。\n要知道，当时的英特尔，正是顶级芯片制造的代名词。其正在的研发的80486芯片，不仅是全球最先使用1微米的制造工艺的，同时更是首次在一个芯片中突破了100万个晶体管集成，达到120万创举的高端芯片制造者。\n能被英特尔一对一辅导，台积电一举拿下了通往顶级芯片代工的第一张技术门票。\n拿到了这张门票后不久，1995年台积电又与刚成立两年的英伟达一拍即合，拿下了PC时代的另一张重要船票。\n此后十年间，台积电一边确立了与高通、美满电子等芯片设计企业的合作；另一边，还通过铜制程技术以及湿法光刻工艺技术的研发，在技术上独步全球，在2004年，占据了全球市场份额的半壁江山。\n只是，台积电没想到，另一个可能颠覆产业格局的风暴正在悄悄到来。\n\n成为PC芯片领域代工一哥不久后，苹果带着智能手机山呼海啸的袭来，只可惜，这一次的主角，一开始并不是台积电。\n2007年，乔布斯拿着初代iPhone在万众瞩目中官宣，被称为惊艳的跨时代产品。此后数年，每逢iPhone发布新机，世界各地的苹果零售店门前都会出现疯狂的果粉凌晨排队抢购的奇观。\n而iPhone封神的背后，也明明白白的昭示了一件事：智能机时代已经到来，只有拿下苹果，才能成为真正的芯片代工一哥。\n但是懂行的都知道，台上的乔布斯，表面看似是发布iPhone手机的“上帝”，但根本上，却只是大洋彼岸三星帝国的打工人。\n市调机构IHS，曾对历代iPhone的成本来源进行拆解发现，在还没出现双摄与浴霸摄像头的年代里，前几代iPhone的三大成本来源，分别是：处理器，屏幕以及存储。而一部iPhone手机中，这三项全部made by Samsung。\n三星提供的处理器与存储，自然是三星制造。而当年代工了全球几乎一半芯片的台积电，却只能默默羡慕的观望。\n但作为顶级的供应链制衡大师，苹果一定不会允许，让自己的竞争对手，同时把控着自己的三大命脉。\n于是，一边与三星蜜里调油，另一边，2010年苹果就悄悄与台积电搭上了线。为了双方能够合作得更顺畅，台积电还专门成立了一支由百余位跨部门的研发工程师组成的“one team”战队，驻扎美国苹果总部，一起快马加鞭搞秘密研发，企图彻底绕过三星的专利。\n研发初见进展后，苹果立刻在2011年闪电向三星提起16项侵权指控。而三星则反手又将苹果告上法庭，反诉苹果侵权，甚至要求美国禁售iPhone。\n苹果与三星鹬蚌相争，台积电渔翁得利。\n从2014年苹果的A8芯片起，台积电开始代工大部分苹果芯片，iPhone 7时代开始，台积电则完全垄断了所有苹果芯片的生产。合作延续至如今，苹果仍是台积电最大的客户，每年为台积电贡献了近20%的收入。\n至此，台积电正式确定了芯片代工的龙头地位。\n但只是给最厉害的客户打工，就能够成就如今的台积电吗？作为苹果最大的代工厂，富士康第一个不同意。\n\n同样是代工之王，台积电可以卡住全球客户的咽喉，而富士康却对苹果扶持竞争对手来抢生意无可奈何。\n截然不同的命运背后，其实早在赛道选择之时就已经埋下伏笔。\n以富士康为代表的电子产品组装，本质上是个只要召集了足够多工人，就能在流水线上24小时开工的低门槛行业。因此，做代工，二十年前，富士康在中国台湾面临着“台系代工五虎”——广达、仁宝、和硕、纬创、英业达抢生意；最近十年，富士康又面临着，曾经一手带大的大陆“小弟”立讯、歌尔、闻泰、比亚迪们，在自己的地盘疯狂抢生意。\n这种低技术含量、低门槛体现在财报中，就表现为富士康比剃须刀刀片还要薄的毛利之中：近十年，富士康为保住从未突破10%的毛利，一路将工厂从深圳搬到郑州，又从郑州拓展到越南……不断在人力成本的不同洼地之间辗转搬迁。\n与此形成鲜明对比的是，台积电对应的芯片代工是一个坐在摩尔定律车轮上滚滚向前的产业。在摩尔定律的主导下，集成电路上可容纳的元器件的数量每隔18至24个月就会增加一倍，相应的晶体管的尺寸也会不断缩小，半导体的制造难度也越来越高。\n体现在资本开支上，半导体行业从8英寸向12英寸升级的过程中，成本急剧上升：一座8英寸的晶圆厂造价视产能最低1亿，最高15亿美元，一般的企业咬咬牙还能顶上。而一座新的12英寸晶圆厂造价则高达25亿到30亿美金，足以将行业内大部分竞争对手甩在身后。\n不同的技术含量，也决定了不同的竞争格局。富士康越努力，竞争对手越多；而台积电一路走来，从0.18微米到3纳米独步天下，不仅竞争对手越来越少，就连曾经的老大哥英特尔、IBM也被甩在身后。\n\n对手越来越少，利润自然就越来越高，同处中国台湾，富士康全球设厂，毛利不足10%，一不留神，就被苹果用纬创、和硕以及立讯牵制；\n而坚持三十年只在中国台湾生产高阶制程产品的台积电，则可以常年维持在50%左右的毛利，而客户想要抢到台积电的最新产能，只是有钱还万万不够：2020年9月，台积电因美国制裁被迫断供华为后，高通、联发科这才有了替补华为，用上台积电最新5nm产能的机会。\n市场份额稳居第一，行业的资金门槛不断提升；技术的红利效应不断叠加……独孤求败的台积电，在芯片代工领域，已然奠定了其不可撼动的第一宝座。\n回顾历史，台积电能崛起成为代工之王，有三大原因：PC时代，有了半个英特尔与英伟达支持；手机时代被苹果选择，成为制衡三星的重要工具；此后数年，又坐在摩尔定律的车轮上，靠着技术与资本优势，将一众竞争对手远远甩在身后。\n只不过，台积电从“芯片代工之王”变成“股王”，还差最后一步：让市值排在台积电之前的互联网企业们，在资本市场跌落神坛。\n\n从年初至今，一边是台积电在史诗级的芯片大缺货中赚得盆满钵满，近期股价更是一跃成为亚洲股王。另一边，反观传统“股神”互联网，年初至今，腾讯从最高点暴跌45%；阿里至今跌幅超过30%；百度股价更在港交所上市至今跌幅超过45%。\n从芯片代工之王进阶亚洲股王背后，台积电离不开自身的努力，同时，更离不开历史的进程。\n而进程之外，更给我们一丝启示：做难而正确的事，越坚持越顺利。","news_type":1,"symbols_score_info":{"TWmain":0.9,"EWT":0.9,"TSM":0.9,"03145":0.9}},"isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813030505,"gmtCreate":1630112628807,"gmtModify":1676530226866,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813030505","repostId":"1187941678","repostType":4,"repost":{"id":"1187941678","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":1630110918,"share":"https://ttm.financial/m/news/1187941678?lang=en_US&edition=fundamental","pubTime":"2021-08-28 08:35","market":"sh","language":"zh","title":"Last night and this morning: Powell's dovish Taper signal supports US stock rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1187941678","media":"老虎资讯综合","summary":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。","content":"<p>Summary: When Taper will leave suspense during the year, the S&P Nasdaq continues its carnival and reaches new highs; The transfer fee is 190 million! Cristiano Ronaldo returned to Manchester United, and Manchester United's share price soared nearly 6%; The biggest IPO of a car company is coming! Tesla arch-rival Rivian files; The US version of Huabei Affirm rose more than 35% after hours. Overseas Market</p><p><b>U.S. stocks close: When will Taper leave suspense this year, the S&P Nasdaq continues its carnival and reaches new highs</b></p><p>Federal Reserve Chairman Powell said in a speech at the annual meeting of global central banks in Jackson Hole that the Fed may begin to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases are not to directly release a signal of rate hike time.\" Even if it is completely ended Bond purchases do not mean that rate hike will begin immediately, warning of the risk of premature rate hike and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back bond purchases within the year, this has already appeared in the minutes of the meeting released by the Federal Reserve. And he did not disclose the timing and extent of tapering bond purchases, allowing investors to interpret his speech as \"dovish.\" The three major US stock indexes jumped in response.</p><p>The Dow Jones Index rose 0.69%, the S&P 500 Index rose 0.88% to a new high, and the Nasdaq Composite Index rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most popular Chinese concept stocks closed lower on Friday, Mogujie rose more than 11%</b></p><p>Most popular Chinese concept stocks closed lower on Friday.<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell nearly 12%, and SoYoung fell nearly 11%.<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>$Jia Yin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose more than 11%, and once rose nearly 30% before the market.</p><p><b>European stock markets closed higher across the board, and the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34 points. Among them, mining stocks led the gains, up 2%, while utility stocks bucked the market and fell 0.4%.</p><p><b>Crude oil closes as hurricane hits, two major crude oil futures record their biggest weekly gains since June last year</b></p><p>U.S. regulators said that ahead of Tropical Storm Ida, U.S. oil production in the Gulf of Mexico decreased by 59% and natural gas production by 49%.</p><p>Oil prices rebounded from losses in the previous session. U.S. WTI crude oil futures for October rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose 10.62%, and Brent oil closed up 11.54%.</p><p><b>Weighing the impact of Powell's comments, gold returns to a nearly four-week high above $1,800</b></p><p>Investors weigh Fed Chair Jerome Powell in Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In a speech at a seminar, gold futures closed up 1.4% in shock, returning to above the key mark of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is \"quite satisfactory\": Consolidating Taper expectations, vague wording puts pressure on the dollar</b></p><p>The Jackson Hole annual meeting kicked off with Powell's speech on the economic outlook. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text put pressure on the dollar. weaken.</p><p><b>Powell's \"empty\" speech is hard to convince, and many local Fed officials launched a \"siege\" on him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should begin asset purchase adjustments as soon as possible, and the reduction of bond purchases should be completed within about eight months.</p><p><b>White House forecast: The U.S. government's budget deficit in fiscal year 2021 will reach $3.12 trillion</b></p><p>The White House released a report predicting that if the budget deficit of this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second highest deficit in American history, only lower than last year's $3.129 trillion.</p><p><b>Fed's favorite inflation gauge hits another 30-year high as spending slows income growth</b></p><p>According to data from the U.S. Department of Commerce, the U.S. PCE price index rose 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. The core PCE price index in the United States rose 3.6% year-on-year in July, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>New trouble for Robinhoods: being targeted by the US SEC</b></p><p>The $15 billion fund raised last year won't return as much as we've achieved in the last three crises. The whole world is in a low-return environment, and it is very difficult to obtain high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>The transfer fee is 190 million! Cristiano Ronaldo returns to Manchester United Manchester United shares soar nearly 6%</b></a></p><p>After more than 10 years away, Cristiano Ronaldo returns to what he calls \"home\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>, not only made fans cheer, but investors were also enthusiastic, pushing Manchester United's share price higher. On August 28, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and the stock price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>The biggest IPO of a car company is coming: $80 billion! Tesla rival Rivian files application</b></a><b></b></p><p>Back-rest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly submitted an IPO application to the US Securities and Exchange Commission (SEC). The size and price range of the IPO have not yet been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launched installment payment service \"US version of Huabei\" with Amazon, Affirm rose more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news came out, Affirm's shares soared more than 40% after hours on Friday, and only fell slightly as of press time. Amazon's stock price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: he has a full-time job after retirement and sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Powell's dovish Taper signal supports US stock rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Powell's dovish Taper signal supports US stock rebound\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-28 08:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary: When Taper will leave suspense during the year, the S&P Nasdaq continues its carnival and reaches new highs; The transfer fee is 190 million! Cristiano Ronaldo returned to Manchester United, and Manchester United's share price soared nearly 6%; The biggest IPO of a car company is coming! Tesla arch-rival Rivian files; The US version of Huabei Affirm rose more than 35% after hours. Overseas Market</p><p><b>U.S. stocks close: When will Taper leave suspense this year, the S&P Nasdaq continues its carnival and reaches new highs</b></p><p>Federal Reserve Chairman Powell said in a speech at the annual meeting of global central banks in Jackson Hole that the Fed may begin to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases are not to directly release a signal of rate hike time.\" Even if it is completely ended Bond purchases do not mean that rate hike will begin immediately, warning of the risk of premature rate hike and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back bond purchases within the year, this has already appeared in the minutes of the meeting released by the Federal Reserve. And he did not disclose the timing and extent of tapering bond purchases, allowing investors to interpret his speech as \"dovish.\" The three major US stock indexes jumped in response.</p><p>The Dow Jones Index rose 0.69%, the S&P 500 Index rose 0.88% to a new high, and the Nasdaq Composite Index rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most popular Chinese concept stocks closed lower on Friday, Mogujie rose more than 11%</b></p><p>Most popular Chinese concept stocks closed lower on Friday.<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell nearly 12%, and SoYoung fell nearly 11%.<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>$Jia Yin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose more than 11%, and once rose nearly 30% before the market.</p><p><b>European stock markets closed higher across the board, and the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34 points. Among them, mining stocks led the gains, up 2%, while utility stocks bucked the market and fell 0.4%.</p><p><b>Crude oil closes as hurricane hits, two major crude oil futures record their biggest weekly gains since June last year</b></p><p>U.S. regulators said that ahead of Tropical Storm Ida, U.S. oil production in the Gulf of Mexico decreased by 59% and natural gas production by 49%.</p><p>Oil prices rebounded from losses in the previous session. U.S. WTI crude oil futures for October rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose 10.62%, and Brent oil closed up 11.54%.</p><p><b>Weighing the impact of Powell's comments, gold returns to a nearly four-week high above $1,800</b></p><p>Investors weigh Fed Chair Jerome Powell in Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In a speech at a seminar, gold futures closed up 1.4% in shock, returning to above the key mark of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is \"quite satisfactory\": Consolidating Taper expectations, vague wording puts pressure on the dollar</b></p><p>The Jackson Hole annual meeting kicked off with Powell's speech on the economic outlook. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text put pressure on the dollar. weaken.</p><p><b>Powell's \"empty\" speech is hard to convince, and many local Fed officials launched a \"siege\" on him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should begin asset purchase adjustments as soon as possible, and the reduction of bond purchases should be completed within about eight months.</p><p><b>White House forecast: The U.S. government's budget deficit in fiscal year 2021 will reach $3.12 trillion</b></p><p>The White House released a report predicting that if the budget deficit of this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second highest deficit in American history, only lower than last year's $3.129 trillion.</p><p><b>Fed's favorite inflation gauge hits another 30-year high as spending slows income growth</b></p><p>According to data from the U.S. Department of Commerce, the U.S. PCE price index rose 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. The core PCE price index in the United States rose 3.6% year-on-year in July, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>New trouble for Robinhoods: being targeted by the US SEC</b></p><p>The $15 billion fund raised last year won't return as much as we've achieved in the last three crises. The whole world is in a low-return environment, and it is very difficult to obtain high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>The transfer fee is 190 million! Cristiano Ronaldo returns to Manchester United Manchester United shares soar nearly 6%</b></a></p><p>After more than 10 years away, Cristiano Ronaldo returns to what he calls \"home\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>, not only made fans cheer, but investors were also enthusiastic, pushing Manchester United's share price higher. On August 28, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and the stock price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>The biggest IPO of a car company is coming: $80 billion! Tesla rival Rivian files application</b></a><b></b></p><p>Back-rest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly submitted an IPO application to the US Securities and Exchange Commission (SEC). The size and price range of the IPO have not yet been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launched installment payment service \"US version of Huabei\" with Amazon, Affirm rose more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news came out, Affirm's shares soared more than 40% after hours on Friday, and only fell slightly as of press time. Amazon's stock price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: he has a full-time job after retirement and sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","OEF":"标普100指数ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","SDOW":"三倍做空道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187941678","content_text":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。\n\n海外市场\n美股收盘：年内何时Taper留悬念 标普纳指延续狂欢创新高\n美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称，今年内联储可能开始缩减QE购债，但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”，即使彻底结束购债也不代表马上就开始加息，警告过早加息的风险，并未给出任何缩减购债的详细时间表。\n虽然鲍威尔重申将于年内缩减债券购买规模，但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为，让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。\n道琼斯指数涨0.69%，标普500指数涨0.88%创下新高，纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%，纳指本周累涨2.82%，标普500指数本周累涨1.52%。\n热门中概股周五收盘多数走低 蘑菇街涨超11%\n热门中概股周五收盘多数走低，蓝城兄弟跌近12%，新氧跌近11%，世纪互联、$嘉银金科(JFIN)$跌超10%，万国数据跌近10%，阿里巴巴跌超3%；蘑菇街涨超11%，盘前一度涨近30%。\n欧洲股市全线收高 泛欧斯托克600指数收涨0.43%\n泛欧斯托克600指数收涨2.00点，涨幅0.43%，报472.34点。其中矿业类股领涨，涨幅2%，公用事业类股逆市下跌0.4%。\n原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅\n美国监管机构表示，在热带风暴艾达来临之前，美国墨西哥湾石油产量减少59%，天然气产量减少49%。\n油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%，布伦特10月期货涨幅2.29%。本周，美油累计上涨10.62%，布油累计收涨11.54%。\n权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高\n投资者权衡美联储主席鲍威尔在杰克逊霍尔中央银行家研讨会上的讲话，黄金期货震荡收涨1.4%，重回1800美元关键关口上方，创近四周新高。\n国际宏观\n鲍威尔讲话“中规中矩”：巩固Taper预期 模糊措辞令美元承压\n杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕，虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性，但措辞文本中留下的模糊地带令美元承压走弱。\n鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”\n卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时，再次重申他们的“鹰派立场”。\n达拉斯联储主席卡普兰称，美联储应该尽快开始资产购买调整，缩减购债规模应该在大约8个月的时间内完成。\n白宫预测：美国政府2021财年预算赤字将达到3.12万亿美元\n美国白宫发布一份报告预测称，如果本财年的预算赤字最终定格在3.12万亿美元，本财年将成为美国历史上赤字第二高的一年，仅低于去年的3.129万亿美元。\n支出放缓收入增长，美联储最爱通胀指标再创30年来新高\n根据美国商务部数据，美国7月PCE物价指数同比升4.2%，前值为4%，预期为4.1%。美国7月核心PCE物价指数同比升3.6%，前值为3.5%，预期为3.6%，再创30年来最高水平。\nRobinhood们的新麻烦：被美国SEC盯上了\n去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中，要获取高收益十分困难。\n公司新闻\n1、转会费1.9亿！C罗回归曼联 曼联股价暴涨近6%\n阔别10余年之后，克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的曼联，不仅让球迷欢呼雀跃，投资者也热情高涨，推动曼联股价上涨。北京时间8月28日，曼联美股收盘大涨5.79%，股价报18.28美元。\n2、汽车公司最大IPO要来了：800亿美元！特斯拉劲敌Rivian提交申请\n背靠亚马逊的电动汽车初创公司Rivian宣布已经向美国证券交易委员会（SEC）秘密递交IPO申请。IPO的规模和价格范围还没有确定。\n3、与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%\n电商巨头亚马逊（Amazon）宣布，将与“美版花呗”Affirm合作，首次为用户提供分期付款选项。该消息传出后，Affirm的股价周五盘后一度飙升逾40%，截至发稿仅小幅回落。亚马逊的股价则未有明显变化。\n4、马斯克拿贝索斯开涮：退休后又有了全职工作 起诉SpaceX\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日拿亚马逊创始人杰夫·贝索斯（Jeff Bezos）开涮，称贝索斯退休后，又找到了新的全职工作：起诉SpaceX。","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,"PSQ":0.9,"OEF":0.9,"TQQQ":0.9,"IVV":0.9,"SPXU":0.9,"SPY":0.9,"DDM":0.9,"OEX":0.9,".SPX":0.9,".IXIC":0.9,"ESmain":0.9,"MNQmain":0.9,"QLD":0.9,"QNETCN":0.9,"SQQQ":0.9,"SDOW":0.9,"DOG":0.9,"NQmain":0.9,"SDS":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837778680,"gmtCreate":1629932405740,"gmtModify":1676530173327,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837778680","repostId":"1161874729","repostType":4,"repost":{"id":"1161874729","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":1629901306,"share":"https://ttm.financial/m/news/1161874729?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:21","market":"other","language":"zh","title":"Bank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1161874729","media":"老虎资讯综合","summary":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","content":"<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The target price was raised to $148, a potential increase of 49% from Tuesday's closing price of $99.12, and it is optimistic about its long-term earnings prospects.</p><p>Chinese concept stocks collectively pulled back today, and Pinduoduo is now down more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Bank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook</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\">\nBank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-25 22:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The target price was raised to $148, a potential increase of 49% from Tuesday's closing price of $99.12, and it is optimistic about its long-term earnings prospects.</p><p>Chinese concept stocks collectively pulled back today, and Pinduoduo is now down more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161874729","content_text":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839821712,"gmtCreate":1629151118636,"gmtModify":1676529943840,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839821712","repostId":"1154038218","repostType":4,"repost":{"id":"1154038218","kind":"news","pubTimestamp":1629126355,"share":"https://ttm.financial/m/news/1154038218?lang=en_US&edition=fundamental","pubTime":"2021-08-16 23:05","market":"us","language":"zh","title":"Taper schedule coming? UBS: Most likely to start in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1154038218","media":"华尔街见闻","summary":"美国的缩减购债计划（taper）正在越来越快地提上日程。","content":"<p>Author: Yu Xudong</p><p>The tapering of the US bond purchase program (taper) is on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will start taper in about three months, and some of them are also pushing for plans to end taper by the middle of next year.</p><p>In a number of recent interviews and official statements, some have advocated for the Federal Reserve to set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes that,<b>The Fed is most likely to taper in December and will complete the taper path within 12 months</b>。 In addition, UBS also stated,<b><b>Instead of guessing the time of taper, it is better to pay attention to the taper festival</b></b><b>Play</b>。</p><p>Through the speeches of Federal Reserve officials, we can also roughly see a vague portrait of the rhythm of taper:<b>Announce the opening of taper from September to early next year, and end taper from March next year to before midyear</b>。</p><p>In terms of quantity, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December is the most likely taper, the most important thing is the rhythm</p><p>UBS said in a recent report that the possibility of delaying the announcement of taper until 2022 is very low.<b>The Fed will most likely announce taper in December 2021, but cannot rule out a November announcement either</b>。</p><p>UBS said in the report that the key issue at present is not the taper date, but the pace and progress, which they expect the Fed to complete within 12 months. The biggest problem facing the market right now is-taper will have multiple blocks.</p><p>UBS expects that,<b>The Fed will reduce asset purchases by $15 billion at each interest rate meeting from December 2021 to November 2022</b>。</p><p>Regarding the taper time node, what did Fed officials say?</p><p>The Federal Reserve first proposed in December last year that it would continue to implement its bond purchase program and maintain an average inflation target of 2% until substantial progress was made on a strong employment target.</p><p>At the July interest rate meeting, the Fed mainly discussed two issues: when to start cutting monthly purchases of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities, and how fast taper. The Federal Reserve will release the minutes of its meeting on Wednesday, which will provide further clues about taper.</p><p>The details of the specific implementation path of taper are very important to financial markets, because Fed officials have said they prefer to end taper before raising interest rates from near zero, so taper is closely related to rate hike.</p><p>At the June interest rate meeting, 13 of 18 Fed officials expected them to rate hike before the end of 2023; Seven are expected to be rate hike by the end of 2022.</p><p>Federal Reserve Chairman Jerome Powell said at a July 28 press conference that the Fed is \"still some way from considering rate hike. But the recent strong non-farm payrolls report has<b>Reinforces the case for the Fed's intention to announce taper at its next interest rate meeting on September 21-22</b>。 In addition, Powell also said that taper is no longer far away.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"Expect to see a point where we will see substantial progress in the economy, but it may be at<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taping. He expects inflation to fall back to 2% by the end of next year, which will reduce the urgency to remove monetary stimulus. He also said that if others are more confident that inflation will continue to move higher, then faster taper may be the right path.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by September 21-22 to meet taper criteria</b>。 He said in an interview last week that it will likely taper sometime this fall, depending on the Delta variant and other new crown variants not significantly weaken the labor market.<b>If the strong economic growth continues, they will finish taper by the middle of next year.</b></p><p>But there are also some Fed officials who advocate more patience. Fed Governor Brainard said last month that she wanted to look at September jobs data before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Fed's interest rate meeting on November 2-3</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next year</b>。 She also said that the labor market is getting stronger and stronger, but it is too early to say how taper should be. These things have not yet been decided.</p><p>What is the specific number of tapers? Federal Reserve officials say this</p><p>As for the specific amount of taper, Boston Fed President Rosenger believes<b>Bond purchases should be reduced by an equal amount each month</b>。 Since the Fed is buying twice as much Treasury Bond as mortgage-backed securities, this will lead to<b>Mortgage bond purchases end half as long as US Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or $10 billion per month in U.S. Treasury Bond and $5 billion in mortgage-backed securities</b>。 In his view, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>Mr. Kaplan said that by reducing asset purchases earlier, it may allow the Fed to be more flexible and patient in how it adjusts its Federal Funds rate in the future.</p><p>Bullard said he hopes<b>Begin taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion per month</b>。 Federal Reserve Governor Waller also expressed similar views.</p><p>Bullard said in an interview last week that he thought doing so would give the Fed more flexibility in deciding whether to rate hike later next year. And he doesn't want to be too fast rate hike because it can be very destructive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment facing the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after then Federal Reserve Chairman Ben Bernanke hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. In the end, that panic was called \"taper panic\".</p><p>But now the Fed is actually happier than then: the economy is growing rapidly, the unemployment rate is much lower than then (5.4% in July), and inflation is much higher. Although the Federal Reserve has begun to discuss taper, U.S. bond yields have been slow to rise.</p><p>Therefore, if the Fed continues to follow the pace of 2013, the speed and intensity of taper this time may be much faster and stronger than then.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taper schedule coming? UBS: Most likely to start in December</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\">\nTaper schedule coming? UBS: Most likely to start in December\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\">2021-08-16 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>The tapering of the US bond purchase program (taper) is on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will start taper in about three months, and some of them are also pushing for plans to end taper by the middle of next year.</p><p>In a number of recent interviews and official statements, some have advocated for the Federal Reserve to set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes that,<b>The Fed is most likely to taper in December and will complete the taper path within 12 months</b>。 In addition, UBS also stated,<b><b>Instead of guessing the time of taper, it is better to pay attention to the taper festival</b></b><b>Play</b>。</p><p>Through the speeches of Federal Reserve officials, we can also roughly see a vague portrait of the rhythm of taper:<b>Announce the opening of taper from September to early next year, and end taper from March next year to before midyear</b>。</p><p>In terms of quantity, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December is the most likely taper, the most important thing is the rhythm</p><p>UBS said in a recent report that the possibility of delaying the announcement of taper until 2022 is very low.<b>The Fed will most likely announce taper in December 2021, but cannot rule out a November announcement either</b>。</p><p>UBS said in the report that the key issue at present is not the taper date, but the pace and progress, which they expect the Fed to complete within 12 months. The biggest problem facing the market right now is-taper will have multiple blocks.</p><p>UBS expects that,<b>The Fed will reduce asset purchases by $15 billion at each interest rate meeting from December 2021 to November 2022</b>。</p><p>Regarding the taper time node, what did Fed officials say?</p><p>The Federal Reserve first proposed in December last year that it would continue to implement its bond purchase program and maintain an average inflation target of 2% until substantial progress was made on a strong employment target.</p><p>At the July interest rate meeting, the Fed mainly discussed two issues: when to start cutting monthly purchases of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities, and how fast taper. The Federal Reserve will release the minutes of its meeting on Wednesday, which will provide further clues about taper.</p><p>The details of the specific implementation path of taper are very important to financial markets, because Fed officials have said they prefer to end taper before raising interest rates from near zero, so taper is closely related to rate hike.</p><p>At the June interest rate meeting, 13 of 18 Fed officials expected them to rate hike before the end of 2023; Seven are expected to be rate hike by the end of 2022.</p><p>Federal Reserve Chairman Jerome Powell said at a July 28 press conference that the Fed is \"still some way from considering rate hike. But the recent strong non-farm payrolls report has<b>Reinforces the case for the Fed's intention to announce taper at its next interest rate meeting on September 21-22</b>。 In addition, Powell also said that taper is no longer far away.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"Expect to see a point where we will see substantial progress in the economy, but it may be at<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taping. He expects inflation to fall back to 2% by the end of next year, which will reduce the urgency to remove monetary stimulus. He also said that if others are more confident that inflation will continue to move higher, then faster taper may be the right path.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by September 21-22 to meet taper criteria</b>。 He said in an interview last week that it will likely taper sometime this fall, depending on the Delta variant and other new crown variants not significantly weaken the labor market.<b>If the strong economic growth continues, they will finish taper by the middle of next year.</b></p><p>But there are also some Fed officials who advocate more patience. Fed Governor Brainard said last month that she wanted to look at September jobs data before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Fed's interest rate meeting on November 2-3</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next year</b>。 She also said that the labor market is getting stronger and stronger, but it is too early to say how taper should be. These things have not yet been decided.</p><p>What is the specific number of tapers? Federal Reserve officials say this</p><p>As for the specific amount of taper, Boston Fed President Rosenger believes<b>Bond purchases should be reduced by an equal amount each month</b>。 Since the Fed is buying twice as much Treasury Bond as mortgage-backed securities, this will lead to<b>Mortgage bond purchases end half as long as US Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or $10 billion per month in U.S. Treasury Bond and $5 billion in mortgage-backed securities</b>。 In his view, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>Mr. Kaplan said that by reducing asset purchases earlier, it may allow the Fed to be more flexible and patient in how it adjusts its Federal Funds rate in the future.</p><p>Bullard said he hopes<b>Begin taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion per month</b>。 Federal Reserve Governor Waller also expressed similar views.</p><p>Bullard said in an interview last week that he thought doing so would give the Fed more flexibility in deciding whether to rate hike later next year. And he doesn't want to be too fast rate hike because it can be very destructive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment facing the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after then Federal Reserve Chairman Ben Bernanke hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. In the end, that panic was called \"taper panic\".</p><p>But now the Fed is actually happier than then: the economy is growing rapidly, the unemployment rate is much lower than then (5.4% in July), and inflation is much higher. Although the Federal Reserve has begun to discuss taper, U.S. bond yields have been slow to rise.</p><p>Therefore, if the Fed continues to follow the pace of 2013, the speed and intensity of taper this time may be much faster and stronger than then.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638079\">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/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3638079","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154038218","content_text":"作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外瑞银还表示，与其猜测taper时点，不如关注taper节奏。\n通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：9月至明年初宣布开启taper，并于明年3月至年中前结束taper。\n在数量上，美联储官员们认为应该每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量。\n瑞银：12月最可能taper，最重要的是节奏\n瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布。\n瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。\n瑞银预计，在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买。\n对于taper时间节点，美联储官员是怎么表态的\n美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。\n而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。\ntaper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。\n在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。\n美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由。此外，鲍威尔而还表示，taper不再遥遥无期。\n芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在今年晚些时候。”\n但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。\n波士顿联储主席格伦在接受采访时表示，他预计到9月21-22日的时点将实现足够的就业增长，以满足taper的标准。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。\n但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，直到美联储11月2-3日的议息会议之前。\n旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持在今年晚些时候或明年开始taper。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。\ntaper的具体数量该有多少？美联储官员这样说\n至于taper的具体数额，波士顿联储主席罗森格认为每月应该减少等量的债券购买。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致抵押债券购买的结束时间是美国国债购买的一半。\n达拉斯联储主席卡普兰表示，他赞成在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券。在他看来，这是最谨慎的做法：尽快开始，循序渐进。\n卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。\n布拉德表示，他希望在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量。而美联储理事沃勒也表达了类似的观点。\n布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”\n对比2013，taper该有怎样的节奏？\n2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。\n但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。\n面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。\n但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。\n因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894833285,"gmtCreate":1628815502247,"gmtModify":1676529862544,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894833285","repostId":"1160603020","repostType":4,"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898072026,"gmtCreate":1628465988265,"gmtModify":1703506367273,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088296979073510","authorIdStr":"4088296979073510"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898072026","repostId":"1104436912","repostType":4,"repost":{"id":"1104436912","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":1628393732,"share":"https://ttm.financial/m/news/1104436912?lang=en_US&edition=fundamental","pubTime":"2021-08-08 11:35","market":"hk","language":"zh","title":"Tencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436912","media":"老虎资讯综合","summary":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分","content":"<p>August 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Microvision is undergoing large-scale personnel optimization, and the employee reduction ratio is close to 70%. Some employees have been dismissed, some employees have been asked to work (internal job transfer), and some teams will be merged into other departments.</p><p>In addition, due to the need to maintain minimum operations, most of Microvision's external launches have also been stopped. \"Internal means not to continue investing unless there are unconsumed projects,\" said a backbone inside Microvision. Tencent Weishi is a short video creation platform and sharing community owned by Tencent. In September 2020, Weishi's DAU officially exceeded 40 million. (Interface News)</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>Tencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped</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\">\nTencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>August 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Microvision is undergoing large-scale personnel optimization, and the employee reduction ratio is close to 70%. Some employees have been dismissed, some employees have been asked to work (internal job transfer), and some teams will be merged into other departments.</p><p>In addition, due to the need to maintain minimum operations, most of Microvision's external launches have also been stopped. \"Internal means not to continue investing unless there are unconsumed projects,\" said a backbone inside Microvision. Tencent Weishi is a short video creation platform and sharing community owned by Tencent. In September 2020, Weishi's DAU officially exceeded 40 million. (Interface News)</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436912","content_text":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分对外投放也已经停止。“内部的意思是不继续投入了，除非还有没消耗完的项目”，微视内部一位基干表示。腾讯微视是腾讯旗下短视频创作平台与分享社区，2020年9月，微视DAU正式超过4000万。 (界面新闻)","news_type":1,"symbols_score_info":{"QNETCN":0.9,"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":813030505,"gmtCreate":1630112628807,"gmtModify":1676530226866,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813030505","repostId":"1187941678","repostType":4,"repost":{"id":"1187941678","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":1630110918,"share":"https://ttm.financial/m/news/1187941678?lang=en_US&edition=fundamental","pubTime":"2021-08-28 08:35","market":"sh","language":"zh","title":"Last night and this morning: Powell's dovish Taper signal supports US stock rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1187941678","media":"老虎资讯综合","summary":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。","content":"<p>Summary: When Taper will leave suspense during the year, the S&P Nasdaq continues its carnival and reaches new highs; The transfer fee is 190 million! Cristiano Ronaldo returned to Manchester United, and Manchester United's share price soared nearly 6%; The biggest IPO of a car company is coming! Tesla arch-rival Rivian files; The US version of Huabei Affirm rose more than 35% after hours. Overseas Market</p><p><b>U.S. stocks close: When will Taper leave suspense this year, the S&P Nasdaq continues its carnival and reaches new highs</b></p><p>Federal Reserve Chairman Powell said in a speech at the annual meeting of global central banks in Jackson Hole that the Fed may begin to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases are not to directly release a signal of rate hike time.\" Even if it is completely ended Bond purchases do not mean that rate hike will begin immediately, warning of the risk of premature rate hike and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back bond purchases within the year, this has already appeared in the minutes of the meeting released by the Federal Reserve. And he did not disclose the timing and extent of tapering bond purchases, allowing investors to interpret his speech as \"dovish.\" The three major US stock indexes jumped in response.</p><p>The Dow Jones Index rose 0.69%, the S&P 500 Index rose 0.88% to a new high, and the Nasdaq Composite Index rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most popular Chinese concept stocks closed lower on Friday, Mogujie rose more than 11%</b></p><p>Most popular Chinese concept stocks closed lower on Friday.<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell nearly 12%, and SoYoung fell nearly 11%.<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>$Jia Yin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose more than 11%, and once rose nearly 30% before the market.</p><p><b>European stock markets closed higher across the board, and the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34 points. Among them, mining stocks led the gains, up 2%, while utility stocks bucked the market and fell 0.4%.</p><p><b>Crude oil closes as hurricane hits, two major crude oil futures record their biggest weekly gains since June last year</b></p><p>U.S. regulators said that ahead of Tropical Storm Ida, U.S. oil production in the Gulf of Mexico decreased by 59% and natural gas production by 49%.</p><p>Oil prices rebounded from losses in the previous session. U.S. WTI crude oil futures for October rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose 10.62%, and Brent oil closed up 11.54%.</p><p><b>Weighing the impact of Powell's comments, gold returns to a nearly four-week high above $1,800</b></p><p>Investors weigh Fed Chair Jerome Powell in Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In a speech at a seminar, gold futures closed up 1.4% in shock, returning to above the key mark of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is \"quite satisfactory\": Consolidating Taper expectations, vague wording puts pressure on the dollar</b></p><p>The Jackson Hole annual meeting kicked off with Powell's speech on the economic outlook. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text put pressure on the dollar. weaken.</p><p><b>Powell's \"empty\" speech is hard to convince, and many local Fed officials launched a \"siege\" on him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should begin asset purchase adjustments as soon as possible, and the reduction of bond purchases should be completed within about eight months.</p><p><b>White House forecast: The U.S. government's budget deficit in fiscal year 2021 will reach $3.12 trillion</b></p><p>The White House released a report predicting that if the budget deficit of this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second highest deficit in American history, only lower than last year's $3.129 trillion.</p><p><b>Fed's favorite inflation gauge hits another 30-year high as spending slows income growth</b></p><p>According to data from the U.S. Department of Commerce, the U.S. PCE price index rose 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. The core PCE price index in the United States rose 3.6% year-on-year in July, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>New trouble for Robinhoods: being targeted by the US SEC</b></p><p>The $15 billion fund raised last year won't return as much as we've achieved in the last three crises. The whole world is in a low-return environment, and it is very difficult to obtain high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>The transfer fee is 190 million! Cristiano Ronaldo returns to Manchester United Manchester United shares soar nearly 6%</b></a></p><p>After more than 10 years away, Cristiano Ronaldo returns to what he calls \"home\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>, not only made fans cheer, but investors were also enthusiastic, pushing Manchester United's share price higher. On August 28, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and the stock price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>The biggest IPO of a car company is coming: $80 billion! Tesla rival Rivian files application</b></a><b></b></p><p>Back-rest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly submitted an IPO application to the US Securities and Exchange Commission (SEC). The size and price range of the IPO have not yet been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launched installment payment service \"US version of Huabei\" with Amazon, Affirm rose more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news came out, Affirm's shares soared more than 40% after hours on Friday, and only fell slightly as of press time. Amazon's stock price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: he has a full-time job after retirement and sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: Powell's dovish Taper signal supports US stock rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: Powell's dovish Taper signal supports US stock rebound\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-28 08:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Summary: When Taper will leave suspense during the year, the S&P Nasdaq continues its carnival and reaches new highs; The transfer fee is 190 million! Cristiano Ronaldo returned to Manchester United, and Manchester United's share price soared nearly 6%; The biggest IPO of a car company is coming! Tesla arch-rival Rivian files; The US version of Huabei Affirm rose more than 35% after hours. Overseas Market</p><p><b>U.S. stocks close: When will Taper leave suspense this year, the S&P Nasdaq continues its carnival and reaches new highs</b></p><p>Federal Reserve Chairman Powell said in a speech at the annual meeting of global central banks in Jackson Hole that the Fed may begin to reduce QE bond purchases this year, but \"the time and speed of starting to reduce bond purchases are not to directly release a signal of rate hike time.\" Even if it is completely ended Bond purchases do not mean that rate hike will begin immediately, warning of the risk of premature rate hike and not giving any detailed timetable for reducing bond purchases.</p><p>While Powell reiterated that he would scale back bond purchases within the year, this has already appeared in the minutes of the meeting released by the Federal Reserve. And he did not disclose the timing and extent of tapering bond purchases, allowing investors to interpret his speech as \"dovish.\" The three major US stock indexes jumped in response.</p><p>The Dow Jones Index rose 0.69%, the S&P 500 Index rose 0.88% to a new high, and the Nasdaq Composite Index rose 1.23% to a new high. The Dow rose 0.96% this week, the Nasdaq rose 2.82% this week, and the S&P 500 rose 1.52% this week.</p><p><b>Most popular Chinese concept stocks closed lower on Friday, Mogujie rose more than 11%</b></p><p>Most popular Chinese concept stocks closed lower on Friday.<a href=\"https://laohu8.com/S/BLCT\">Blue City Brothers</a>It fell nearly 12%, and SoYoung fell nearly 11%.<a href=\"https://laohu8.com/S/VNET\">Century Internet</a>$Jia Yin<a href=\"https://laohu8.com/S/KIM\">Jinke</a>(JFIN) $fell more than 10%,<a href=\"https://laohu8.com/S/GDS\">GDS</a>Fell nearly 10%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 3%;<a href=\"https://laohu8.com/S/MOGU\">Mushroom Street</a>It rose more than 11%, and once rose nearly 30% before the market.</p><p><b>European stock markets closed higher across the board, and the pan-European Stoxx 600 index closed up 0.43%</b></p><p>The pan-European Stoxx 600 index closed up 2.00 points, or 0.43%, at 472.34 points. Among them, mining stocks led the gains, up 2%, while utility stocks bucked the market and fell 0.4%.</p><p><b>Crude oil closes as hurricane hits, two major crude oil futures record their biggest weekly gains since June last year</b></p><p>U.S. regulators said that ahead of Tropical Storm Ida, U.S. oil production in the Gulf of Mexico decreased by 59% and natural gas production by 49%.</p><p>Oil prices rebounded from losses in the previous session. U.S. WTI crude oil futures for October rose 1.96%, and Brent October futures rose 2.29%. This week, U.S. oil rose 10.62%, and Brent oil closed up 11.54%.</p><p><b>Weighing the impact of Powell's comments, gold returns to a nearly four-week high above $1,800</b></p><p>Investors weigh Fed Chair Jerome Powell in Jackson Hole<a href=\"https://laohu8.com/S/CNBC\">Central Bank</a>In a speech at a seminar, gold futures closed up 1.4% in shock, returning to above the key mark of $1,800, hitting a new high in nearly four weeks.</p><p>International macro</p><p><b>Powell's speech is \"quite satisfactory\": Consolidating Taper expectations, vague wording puts pressure on the dollar</b></p><p>The Jackson Hole annual meeting kicked off with Powell's speech on the economic outlook. Although Powell consolidated the expectation of reducing QE during the year as expected and clearly suppressed the relevance of rate hike, the ambiguity left in the wording text put pressure on the dollar. weaken.</p><p><b>Powell's \"empty\" speech is hard to convince, and many local Fed officials launched a \"siege\" on him</b></p><p>Kaplan and St. Louis Fed President Bullard once again reiterated their \"hawkish stance\" an hour before Powell's speech.</p><p>Dallas Fed President Kaplan said that the Fed should begin asset purchase adjustments as soon as possible, and the reduction of bond purchases should be completed within about eight months.</p><p><b>White House forecast: The U.S. government's budget deficit in fiscal year 2021 will reach $3.12 trillion</b></p><p>The White House released a report predicting that if the budget deficit of this fiscal year is finally fixed at $3.12 trillion, this fiscal year will be the second highest deficit in American history, only lower than last year's $3.129 trillion.</p><p><b>Fed's favorite inflation gauge hits another 30-year high as spending slows income growth</b></p><p>According to data from the U.S. Department of Commerce, the U.S. PCE price index rose 4.2% year-on-year in July, compared with the previous value of 4% and the expected 4.1%. The core PCE price index in the United States rose 3.6% year-on-year in July, compared with the previous value of 3.5% and the expected 3.6%, the highest level in 30 years.</p><p><b>New trouble for Robinhoods: being targeted by the US SEC</b></p><p>The $15 billion fund raised last year won't return as much as we've achieved in the last three crises. The whole world is in a low-return environment, and it is very difficult to obtain high returns.</p><p>Company News</p><p><b>1、</b><a href=\"https://laohu8.com/NW/2162078768\" target=\"_blank\"><b>The transfer fee is 190 million! Cristiano Ronaldo returns to Manchester United Manchester United shares soar nearly 6%</b></a></p><p>After more than 10 years away, Cristiano Ronaldo returns to what he calls \"home\"<a href=\"https://laohu8.com/S/MANU\">Manchester United</a>, not only made fans cheer, but investors were also enthusiastic, pushing Manchester United's share price higher. On August 28, Beijing time, Manchester United's U.S. stocks closed up 5.79%, and the stock price was reported at $18.28.</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2162078900\" target=\"_blank\"><b>The biggest IPO of a car company is coming: $80 billion! Tesla rival Rivian files application</b></a><b></b></p><p>Back-rest<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Rivian, an electric vehicle startup, announced that it has secretly submitted an IPO application to the US Securities and Exchange Commission (SEC). The size and price range of the IPO have not yet been determined.</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2162078003\" target=\"_blank\"><b>Jointly launched installment payment service \"US version of Huabei\" with Amazon, Affirm rose more than 35% after hours</b></a></p><p>E-commerce giant<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) announced that it will cooperate with Affirm, the \"American version of Huabei\", to provide users with installment payment options for the first time. After the news came out, Affirm's shares soared more than 40% after hours on Friday, and only fell slightly as of press time. Amazon's stock price has not changed significantly.</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2162202473\" target=\"_blank\"><b>Musk makes fun of Bezos: he has a full-time job after retirement and sues SpaceX</b></a></p><p>According to reports,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>CEO Elon Musk made fun of Amazon founder Jeff Bezos today, saying that after Bezos retired, he found a new full-time job: suing SpaceX.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"161125":"标普500","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","OEF":"标普100指数ETF-iShares","PSQ":"做空纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","SDOW":"三倍做空道指30ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","DOG":"道指ETF-ProShares做空","OEX":"标普100","SPXU":"三倍做空标普500ETF-ProShares"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187941678","content_text":"摘要：年内何时Taper留悬念，标普纳指延续狂欢创新高；转会费1.9亿！C罗回归曼联，曼联股价暴涨近6%；汽车公司最大IPO要来了！特斯拉劲敌Rivian提交申请；美版花呗Affirm盘后涨逾35%。\n\n海外市场\n美股收盘：年内何时Taper留悬念 标普纳指延续狂欢创新高\n美联储主席鲍威尔在杰克逊霍尔全球央行年会上发表讲话称，今年内联储可能开始缩减QE购债，但“开启缩减购债的时间和速度并不是要直接释放加息时间的信号”，即使彻底结束购债也不代表马上就开始加息，警告过早加息的风险，并未给出任何缩减购债的详细时间表。\n虽然鲍威尔重申将于年内缩减债券购买规模，但这早已出现在美联储公布的会议纪要上。并且他不透露缩减购债的时间和程度的行为，让投资者将他的讲话解读为“鸽派”。美股三大指数应声跳涨。\n道琼斯指数涨0.69%，标普500指数涨0.88%创下新高，纳斯达克综合指数涨1.23%也创下新高。道指本周累涨0.96%，纳指本周累涨2.82%，标普500指数本周累涨1.52%。\n热门中概股周五收盘多数走低 蘑菇街涨超11%\n热门中概股周五收盘多数走低，蓝城兄弟跌近12%，新氧跌近11%，世纪互联、$嘉银金科(JFIN)$跌超10%，万国数据跌近10%，阿里巴巴跌超3%；蘑菇街涨超11%，盘前一度涨近30%。\n欧洲股市全线收高 泛欧斯托克600指数收涨0.43%\n泛欧斯托克600指数收涨2.00点，涨幅0.43%，报472.34点。其中矿业类股领涨，涨幅2%，公用事业类股逆市下跌0.4%。\n原油收盘飓风来袭 两大原油期货录得去年6月以来最大单周涨幅\n美国监管机构表示，在热带风暴艾达来临之前，美国墨西哥湾石油产量减少59%，天然气产量减少49%。\n油价自此前交易日的跌势中反弹。美国WTI原油10月原油期货涨1.96%，布伦特10月期货涨幅2.29%。本周，美油累计上涨10.62%，布油累计收涨11.54%。\n权衡鲍威尔言论影响 黄金重回1800美元上方创近四周新高\n投资者权衡美联储主席鲍威尔在杰克逊霍尔中央银行家研讨会上的讲话，黄金期货震荡收涨1.4%，重回1800美元关键关口上方，创近四周新高。\n国际宏观\n鲍威尔讲话“中规中矩”：巩固Taper预期 模糊措辞令美元承压\n杰克逊霍尔年会在鲍威尔有关经济前景的讲话中拉开帷幕，虽然鲍威尔如预期般巩固了年内缩减QE的预期且明确打压加息关联性，但措辞文本中留下的模糊地带令美元承压走弱。\n鲍威尔“空洞”讲话难服众 多位美联储地方官员对其展开“围攻”\n卡普兰和圣路易斯联储主席布拉德在鲍威尔讲话前一个小时，再次重申他们的“鹰派立场”。\n达拉斯联储主席卡普兰称，美联储应该尽快开始资产购买调整，缩减购债规模应该在大约8个月的时间内完成。\n白宫预测：美国政府2021财年预算赤字将达到3.12万亿美元\n美国白宫发布一份报告预测称，如果本财年的预算赤字最终定格在3.12万亿美元，本财年将成为美国历史上赤字第二高的一年，仅低于去年的3.129万亿美元。\n支出放缓收入增长，美联储最爱通胀指标再创30年来新高\n根据美国商务部数据，美国7月PCE物价指数同比升4.2%，前值为4%，预期为4.1%。美国7月核心PCE物价指数同比升3.6%，前值为3.5%，预期为3.6%，再创30年来最高水平。\nRobinhood们的新麻烦：被美国SEC盯上了\n去年筹集的150亿美元基金回报率不会像我们在过去三次危机中所取得的回报那么高。整个世界都处在低回报的环境中，要获取高收益十分困难。\n公司新闻\n1、转会费1.9亿！C罗回归曼联 曼联股价暴涨近6%\n阔别10余年之后，克里斯蒂亚诺·罗纳尔多回到了被他称为“家”的曼联，不仅让球迷欢呼雀跃，投资者也热情高涨，推动曼联股价上涨。北京时间8月28日，曼联美股收盘大涨5.79%，股价报18.28美元。\n2、汽车公司最大IPO要来了：800亿美元！特斯拉劲敌Rivian提交申请\n背靠亚马逊的电动汽车初创公司Rivian宣布已经向美国证券交易委员会（SEC）秘密递交IPO申请。IPO的规模和价格范围还没有确定。\n3、与亚马逊联合推出分期付款服务 “美版花呗”Affirm盘后大涨逾35%\n电商巨头亚马逊（Amazon）宣布，将与“美版花呗”Affirm合作，首次为用户提供分期付款选项。该消息传出后，Affirm的股价周五盘后一度飙升逾40%，截至发稿仅小幅回落。亚马逊的股价则未有明显变化。\n4、马斯克拿贝索斯开涮：退休后又有了全职工作 起诉SpaceX\n据报道，特斯拉CEO埃隆·马斯克（Elon Musk）今日拿亚马逊创始人杰夫·贝索斯（Jeff Bezos）开涮，称贝索斯退休后，又找到了新的全职工作：起诉SpaceX。","news_type":1,"symbols_score_info":{"161125":0.9,".DJI":0.9,"PSQ":0.9,"OEF":0.9,"TQQQ":0.9,"IVV":0.9,"SPXU":0.9,"SPY":0.9,"DDM":0.9,"OEX":0.9,".SPX":0.9,".IXIC":0.9,"ESmain":0.9,"MNQmain":0.9,"QLD":0.9,"QNETCN":0.9,"SQQQ":0.9,"SDOW":0.9,"DOG":0.9,"NQmain":0.9,"SDS":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839821712,"gmtCreate":1629151118636,"gmtModify":1676529943840,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/839821712","repostId":"1154038218","repostType":4,"repost":{"id":"1154038218","kind":"news","pubTimestamp":1629126355,"share":"https://ttm.financial/m/news/1154038218?lang=en_US&edition=fundamental","pubTime":"2021-08-16 23:05","market":"us","language":"zh","title":"Taper schedule coming? UBS: Most likely to start in December","url":"https://stock-news.laohu8.com/highlight/detail?id=1154038218","media":"华尔街见闻","summary":"美国的缩减购债计划（taper）正在越来越快地提上日程。","content":"<p>Author: Yu Xudong</p><p>The tapering of the US bond purchase program (taper) is on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will start taper in about three months, and some of them are also pushing for plans to end taper by the middle of next year.</p><p>In a number of recent interviews and official statements, some have advocated for the Federal Reserve to set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes that,<b>The Fed is most likely to taper in December and will complete the taper path within 12 months</b>。 In addition, UBS also stated,<b><b>Instead of guessing the time of taper, it is better to pay attention to the taper festival</b></b><b>Play</b>。</p><p>Through the speeches of Federal Reserve officials, we can also roughly see a vague portrait of the rhythm of taper:<b>Announce the opening of taper from September to early next year, and end taper from March next year to before midyear</b>。</p><p>In terms of quantity, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December is the most likely taper, the most important thing is the rhythm</p><p>UBS said in a recent report that the possibility of delaying the announcement of taper until 2022 is very low.<b>The Fed will most likely announce taper in December 2021, but cannot rule out a November announcement either</b>。</p><p>UBS said in the report that the key issue at present is not the taper date, but the pace and progress, which they expect the Fed to complete within 12 months. The biggest problem facing the market right now is-taper will have multiple blocks.</p><p>UBS expects that,<b>The Fed will reduce asset purchases by $15 billion at each interest rate meeting from December 2021 to November 2022</b>。</p><p>Regarding the taper time node, what did Fed officials say?</p><p>The Federal Reserve first proposed in December last year that it would continue to implement its bond purchase program and maintain an average inflation target of 2% until substantial progress was made on a strong employment target.</p><p>At the July interest rate meeting, the Fed mainly discussed two issues: when to start cutting monthly purchases of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities, and how fast taper. The Federal Reserve will release the minutes of its meeting on Wednesday, which will provide further clues about taper.</p><p>The details of the specific implementation path of taper are very important to financial markets, because Fed officials have said they prefer to end taper before raising interest rates from near zero, so taper is closely related to rate hike.</p><p>At the June interest rate meeting, 13 of 18 Fed officials expected them to rate hike before the end of 2023; Seven are expected to be rate hike by the end of 2022.</p><p>Federal Reserve Chairman Jerome Powell said at a July 28 press conference that the Fed is \"still some way from considering rate hike. But the recent strong non-farm payrolls report has<b>Reinforces the case for the Fed's intention to announce taper at its next interest rate meeting on September 21-22</b>。 In addition, Powell also said that taper is no longer far away.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"Expect to see a point where we will see substantial progress in the economy, but it may be at<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taping. He expects inflation to fall back to 2% by the end of next year, which will reduce the urgency to remove monetary stimulus. He also said that if others are more confident that inflation will continue to move higher, then faster taper may be the right path.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by September 21-22 to meet taper criteria</b>。 He said in an interview last week that it will likely taper sometime this fall, depending on the Delta variant and other new crown variants not significantly weaken the labor market.<b>If the strong economic growth continues, they will finish taper by the middle of next year.</b></p><p>But there are also some Fed officials who advocate more patience. Fed Governor Brainard said last month that she wanted to look at September jobs data before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Fed's interest rate meeting on November 2-3</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next year</b>。 She also said that the labor market is getting stronger and stronger, but it is too early to say how taper should be. These things have not yet been decided.</p><p>What is the specific number of tapers? Federal Reserve officials say this</p><p>As for the specific amount of taper, Boston Fed President Rosenger believes<b>Bond purchases should be reduced by an equal amount each month</b>。 Since the Fed is buying twice as much Treasury Bond as mortgage-backed securities, this will lead to<b>Mortgage bond purchases end half as long as US Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or $10 billion per month in U.S. Treasury Bond and $5 billion in mortgage-backed securities</b>。 In his view, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>Mr. Kaplan said that by reducing asset purchases earlier, it may allow the Fed to be more flexible and patient in how it adjusts its Federal Funds rate in the future.</p><p>Bullard said he hopes<b>Begin taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion per month</b>。 Federal Reserve Governor Waller also expressed similar views.</p><p>Bullard said in an interview last week that he thought doing so would give the Fed more flexibility in deciding whether to rate hike later next year. And he doesn't want to be too fast rate hike because it can be very destructive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment facing the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after then Federal Reserve Chairman Ben Bernanke hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. In the end, that panic was called \"taper panic\".</p><p>But now the Fed is actually happier than then: the economy is growing rapidly, the unemployment rate is much lower than then (5.4% in July), and inflation is much higher. Although the Federal Reserve has begun to discuss taper, U.S. bond yields have been slow to rise.</p><p>Therefore, if the Fed continues to follow the pace of 2013, the speed and intensity of taper this time may be much faster and stronger than then.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taper schedule coming? UBS: Most likely to start in December</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\">\nTaper schedule coming? UBS: Most likely to start in December\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\">2021-08-16 23:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Yu Xudong</p><p>The tapering of the US bond purchase program (taper) is on the agenda faster and faster.</p><p>Earlier, some analysts pointed out that if the economy continues to recover, Fed officials will start taper in about three months, and some of them are also pushing for plans to end taper by the middle of next year.</p><p>In a number of recent interviews and official statements, some have advocated for the Federal Reserve to set a timeline that includes specific implementation plans for taper and rate hike.</p><p>UBS believes that,<b>The Fed is most likely to taper in December and will complete the taper path within 12 months</b>。 In addition, UBS also stated,<b><b>Instead of guessing the time of taper, it is better to pay attention to the taper festival</b></b><b>Play</b>。</p><p>Through the speeches of Federal Reserve officials, we can also roughly see a vague portrait of the rhythm of taper:<b>Announce the opening of taper from September to early next year, and end taper from March next year to before midyear</b>。</p><p>In terms of quantity, Fed officials believe it should<b>Reduce Treasury Bond purchases by $10-20 billion and mortgage-backed securities purchases by $5-10 billion per month</b>。</p><p>UBS: December is the most likely taper, the most important thing is the rhythm</p><p>UBS said in a recent report that the possibility of delaying the announcement of taper until 2022 is very low.<b>The Fed will most likely announce taper in December 2021, but cannot rule out a November announcement either</b>。</p><p>UBS said in the report that the key issue at present is not the taper date, but the pace and progress, which they expect the Fed to complete within 12 months. The biggest problem facing the market right now is-taper will have multiple blocks.</p><p>UBS expects that,<b>The Fed will reduce asset purchases by $15 billion at each interest rate meeting from December 2021 to November 2022</b>。</p><p>Regarding the taper time node, what did Fed officials say?</p><p>The Federal Reserve first proposed in December last year that it would continue to implement its bond purchase program and maintain an average inflation target of 2% until substantial progress was made on a strong employment target.</p><p>At the July interest rate meeting, the Fed mainly discussed two issues: when to start cutting monthly purchases of $80 billion in Treasury Bond and $40 billion in mortgage-backed securities, and how fast taper. The Federal Reserve will release the minutes of its meeting on Wednesday, which will provide further clues about taper.</p><p>The details of the specific implementation path of taper are very important to financial markets, because Fed officials have said they prefer to end taper before raising interest rates from near zero, so taper is closely related to rate hike.</p><p>At the June interest rate meeting, 13 of 18 Fed officials expected them to rate hike before the end of 2023; Seven are expected to be rate hike by the end of 2022.</p><p>Federal Reserve Chairman Jerome Powell said at a July 28 press conference that the Fed is \"still some way from considering rate hike. But the recent strong non-farm payrolls report has<b>Reinforces the case for the Fed's intention to announce taper at its next interest rate meeting on September 21-22</b>。 In addition, Powell also said that taper is no longer far away.</p><p>Chicago Fed President Evans said at a virtual roundtable with reporters last week: \"Expect to see a point where we will see substantial progress in the economy, but it may be at<b>Later this year</b>。”</p><p>But Evans did not say how long he thinks it will take for the Fed to stop taping. He expects inflation to fall back to 2% by the end of next year, which will reduce the urgency to remove monetary stimulus. He also said that if others are more confident that inflation will continue to move higher, then faster taper may be the right path.</p><p>Boston Fed President Glenn said in an interview that he expects<b>Sufficient job growth will be achieved by September 21-22 to meet taper criteria</b>。 He said in an interview last week that it will likely taper sometime this fall, depending on the Delta variant and other new crown variants not significantly weaken the labor market.<b>If the strong economic growth continues, they will finish taper by the middle of next year.</b></p><p>But there are also some Fed officials who advocate more patience. Fed Governor Brainard said last month that she wanted to look at September jobs data before making a decision, which won't be released until early October, which would delay any taper plans,<b>Until the Fed's interest rate meeting on November 2-3</b>。</p><p>San Francisco Fed President Daly said in an interview last week that she believes current economic conditions should support<b>Start taper later this year or next year</b>。 She also said that the labor market is getting stronger and stronger, but it is too early to say how taper should be. These things have not yet been decided.</p><p>What is the specific number of tapers? Federal Reserve officials say this</p><p>As for the specific amount of taper, Boston Fed President Rosenger believes<b>Bond purchases should be reduced by an equal amount each month</b>。 Since the Fed is buying twice as much Treasury Bond as mortgage-backed securities, this will lead to<b>Mortgage bond purchases end half as long as US Treasury Bond purchases</b>。</p><p>Dallas Fed President Kaplan says he approves<b>Reduce purchases of both bonds over eight months, or $10 billion per month in U.S. Treasury Bond and $5 billion in mortgage-backed securities</b>。 In his view, this is the most prudent thing to do: start as soon as possible, step by step.</p><p>Mr. Kaplan said that by reducing asset purchases earlier, it may allow the Fed to be more flexible and patient in how it adjusts its Federal Funds rate in the future.</p><p>Bullard said he hopes<b>Begin taper in October and end the program by March, reducing U.S. Treasury Bond purchases by $20 billion and mortgage-backed securities purchases by $10 billion per month</b>。 Federal Reserve Governor Waller also expressed similar views.</p><p>Bullard said in an interview last week that he thought doing so would give the Fed more flexibility in deciding whether to rate hike later next year. And he doesn't want to be too fast rate hike because it can be very destructive. \"</p><p>Compared with 2013, what kind of rhythm should taper have?</p><p>After 2013, the Fed's taper pace was very slow, and it took 10 months to gradually end the taper process.</p><p>But at that time, the macro environment facing the Fed was not the same. At that time, the economy was weak, unemployment was rising, and inflation was low, almost the opposite of what it is now.</p><p>Faced with such an environment, the Federal Reserve at that time certainly had reasons to be cautious. After all, after then Federal Reserve Chairman Ben Bernanke hinted at taper, the yield of long-term Treasury Bond in the United States soared, and the market panicked, which also shocked the Federal Reserve and the market. In the end, that panic was called \"taper panic\".</p><p>But now the Fed is actually happier than then: the economy is growing rapidly, the unemployment rate is much lower than then (5.4% in July), and inflation is much higher. Although the Federal Reserve has begun to discuss taper, U.S. bond yields have been slow to rise.</p><p>Therefore, if the Fed continues to follow the pace of 2013, the speed and intensity of taper this time may be much faster and stronger than then.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3638079\">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/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3638079","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1154038218","content_text":"作者：于旭东\n美国的缩减购债计划（taper）正在越来越快地提上日程。\n此前有分析人士指出，如果经济持续复苏，美联储官员将在大约3个月内开启taper，其中一些官员还在推动在明年年中时结束taper的计划。\n在最近的一些采访和官方声明中，一些人主张让美联储制定一个时间表，其中包括taper和加息的具体实施计划。\n瑞银认为，美联储最有可能在12月taper，并将在12个月内完成taper路径。此外瑞银还表示，与其猜测taper时点，不如关注taper节奏。\n通过美联储官员的讲话，也大致可以看到一个关于taper节奏的模糊画像：9月至明年初宣布开启taper，并于明年3月至年中前结束taper。\n在数量上，美联储官员们认为应该每月减少100-200亿美元的国债购买量和50-100亿美元的抵押贷款支持证券购买量。\n瑞银：12月最可能taper，最重要的是节奏\n瑞银在最近的一份报告里表示，把宣布taper拖到2022年的可能性很低，美联储最有可能在2021年12月宣布taper，但也不能排除11月宣布。\n瑞银在报告中表示，目前的关键问题不是taper日期，而是节奏和进度，他们预计美联储将在12个月内完成。目前市场面临的最大问题是——taper将会有多块。\n瑞银预计，在2021年12月至2022年11月的每次议息会议上，美联储将会减少150亿美元的资产购买。\n对于taper时间节点，美联储官员是怎么表态的\n美联储去年12月曾首次提出，将继续施行购债计划，并维持2%的平均通胀目标，直到在强劲的就业目标上取得实质性的进展。\n而在7月的议息会议上，美联储主要讨论了两个问题：何时开始削减每月800亿美元的国债和400亿美元的抵押贷款支持证券的购买量，以及taper的速度有多快。美联储将于周三公布会议纪要，这将会提供有关taper的进一步线索。\ntaper的具体实施路径细节对于金融市场非常重要，因为美联储官员曾表示，他们更愿意在将利率从接近于零的水平上调之前结束taper，因此taper和加息息息相关。\n在6月的议息会议上，18位美联储官员中有13位预计他们将在2023年底前加息；有7位预计到2022年底加息。\n美联储主席鲍威尔在7月28日的新闻发布会上表示，美联储“距离考虑加息还有一段距离。但最近强劲的非农就业报告却加强了美联储在9月21-22日的下一次议息会议上宣布taper的意图的理由。此外，鲍威尔而还表示，taper不再遥遥无期。\n芝加哥联储主席埃文斯上周在与记者的虚拟圆桌会议上表示：“预计我们将看到经济具备实质性进展的点，但可能在今年晚些时候。”\n但埃文斯没有说明他认为美联储需要多长时间停止taper。他预计到明年年底通胀率将回落至2%，这将减少取消货币刺激措施的紧迫性。他还表示，如果其他人更有信心认为通胀会持续走高，那么更快的taper可能是正确的道路。\n波士顿联储主席格伦在接受采访时表示，他预计到9月21-22日的时点将实现足够的就业增长，以满足taper的标准。他在上周接受采访时表示，今年秋天的某个时候将可能taper，这取决于德尔塔变体和其他新冠变体不会大幅削弱劳动力市场。如果经济的强劲增长继续下去，他们们将在明年年中之前完成taper。\n但也有一些美联储官员主张要有更多的耐心。美联储理事布雷纳德上个月表示，她希望在做出决定之前先看看9月份的就业数据，而该数据要到10月初才能公布，这将推迟任何taper计划，直到美联储11月2-3日的议息会议之前。\n旧金山联储主席戴利上周在接受采访时表示，她认为目前的经济状况应该支持在今年晚些时候或明年开始taper。她还说劳动力市场越来越强劲，但现在说应该如何taper还为时过早，这些事情还没有决定。\ntaper的具体数量该有多少？美联储官员这样说\n至于taper的具体数额，波士顿联储主席罗森格认为每月应该减少等量的债券购买。由于美联储购买的国债的数量是抵押贷款支持证券的两倍，这将导致抵押债券购买的结束时间是美国国债购买的一半。\n达拉斯联储主席卡普兰表示，他赞成在8个月内减少对这两种债券的购买，或者每月减少100亿美元的美国国债和50亿美元的抵押贷款支持证券。在他看来，这是最谨慎的做法：尽快开始，循序渐进。\n卡普兰先生表示，通过更早地减少资产购买，可能会让美联储在未来如何调整联邦基金利率方面更加灵活和更有耐心。\n布拉德表示，他希望在10月开始taper并在3月之前结束该计划，每月减少200亿美元的美国国债购买量和100亿美元的抵押贷款支持证券购买量。而美联储理事沃勒也表达了类似的观点。\n布拉德上周在接受采访时表示，他认为这样做将使美联储在决定明年晚些时候是否加息时具有更大的灵活性。并且他不想太快加息，因为这可能会非常具有破坏性。 ”\n对比2013，taper该有怎样的节奏？\n2013年之后，美联储的taper节奏非常缓慢，在10个月内才逐渐结束taper进程。\n但在当时，美联储面临的宏观环境不可同日而语。在那时，经济疲软，失业率上升，通胀很低，几乎是目前的反面。\n面对这样的环境，当时的美联储当然有谨慎的理由，毕竟在当时的美联储主席伯南克暗示taper后，美国长期国债收益率飙升，市场较为恐慌，这也让美联储和市场所震惊，最终那场恐慌被称为“taper恐慌”。\n但现在美联储相比那时其实是幸福的：经济增长迅速，失业率也比那时低很多（7月为5.4%），而通胀却高很多。尽管美联储已经开始讨论taper，但是美债收益率却迟迟上不去。\n因此，如果美联储还按照2013年的节奏行事，这次的taper速度和强度，可能会比那时快得多和强得多。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812065266,"gmtCreate":1630542061655,"gmtModify":1676530333711,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/812065266","repostId":"1160686189","repostType":4,"repost":{"id":"1160686189","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":1630539481,"share":"https://ttm.financial/m/news/1160686189?lang=en_US&edition=fundamental","pubTime":"2021-09-02 07:38","market":"us","language":"zh","title":"Last night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route","url":"https://stock-news.laohu8.com/highlight/detail?id=1160686189","media":"老虎资讯综合","summary":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防","content":"<p><b>Summary:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke its previous high again; Chinese concept stocks continued their sharp rebound; OPEC + announced that it will continue to increase production by 400,000 barrels per day as planned; Tesla crashed into police car again, US regulatory authorities sent a letter questioning > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Poor ADP data stimulates defensive sentiment, Nasdaq hits another record high</b></p><p>On the first trading day of September, technology giants pushed the Nasdaq to a new high against the backdrop of worse-than-expected ADP data, the S&P 500 rose slightly, and the Dow, which is closer to the economic cycle, weakened slightly. As of the close, the S&P 500 rose 0.03% to 4524.09 points; The Nasdaq index rose 0.33% to 15309.38 points; The Dow Jones fell 0.14% to 35,312.53 points.</p><p><b>Chinese concept stocks continue their sharp rebound</b></p><p>Chinese concept stocks continued to rebound sharply on Wednesday.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>And<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Slightly higher; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It turned lower during the session and closed down more than 0.5%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 5%. And the new Chinese car-making force that just announced its August delivery report card-<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The stock price fell back and closed lower. Furthermore,<a href=\"https://laohu8.com/S/TUYA\">Tuya Smart</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 10%.</p><p><b>U.S. crude oil futures prices close 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. A meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) on Wednesday confirmed its previous plan to increase crude oil production by 400,000 barrels per day. West Texas Intermediate (WTI) crude oil futures for October delivery edged up 9 cents, or just over 0.1%, to settle at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.1%</b></p><p>Gold futures closed lower on Wednesday. Today's weaker-than-expected U.S. ADP private sector employment data only briefly boosted safe-haven metal prices. Investors expect the non-farm payrolls report released on Friday to provide clearer direction guidance for gold. Gold futures for December delivery on the New York Mercantile Exchange fell $2.10, or 0.1%, to settle at $1,816 an ounce.</p><p><b>European Stocks Close Higher, Basic Resources Stocks Buck Trend and Fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, and European stocks generally closed higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12 points; The German DAX30 index closed down 10.80 points, or 0.07%, at 15824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 index closed up 78.51 points, or 1.18%, at 6758.69 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain schedule of increasing production by 400,000 barrels per day per month</b></a></p><p>After a brief video conference, OPEC + agreed to abide by the existing schedule of gradual monthly production increases. Ministers agreed to continue the increase of 400,000 barrels per day per month, delegates said. The video conference, which lasted less than an hour, was one of the shortest meetings in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data released, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. companies added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. According to data released by ADP Research Institute on Wednesday, the number of employed companies in the United States increased by 374,000 last month, which was lower than the estimates of all economists surveyed by the media. The revised data in July was an increase of 326,000 people.</p><p><b>U.S. sets up $7.5 billion infrastructure plan to promote electric vehicle charging services</b></p><p>According to Reuters, the Biden administration has developed a $7.5 billion plan to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies said that the government should accurately expand electric vehicle charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's new crown oral drug restarts mid-to late-stage trials for patients with mild symptoms</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. This randomized double-blind trial will enroll a total of 1,140 patients, half of whom will take PF-07321332 and the antiviral drug ritonavir for five consecutive days at intervals of 12 hours. At the same time, Pfizer has also launched another mid-to late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects to apply for an emergency use permit in the fourth quarter if it goes well.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla assisted driving crashes into U.S. police car again, regulator issues inquiry letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) confirmed on Wednesday that another Tesla vehicle using computer-assisted driving crashed into a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over eleven previous incidents. After the latest accident, NHTSA issued an inquiry letter to Tesla on Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, etc. Regulations require Tesla to answer these questions within 120 days.</p><p><b>Key new drugs encounter severe FDA warning, AbbVie's market value has evaporated by more than 10 billion US dollars</b></p><p>On Wednesday local time, the US FDA added a warning to AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's most severe \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the end of the patent period of the company's star drug adalimumab. The company once fell more than 10% intraday on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon's new CEO launches massive hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as Amazon CEO in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 enterprise and technical jobs. At present, Amazon employs 275,000 people worldwide in related positions. Unlike big employers such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research science and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage continues: Ford cuts F-150 production capacity again, Tesla's new Roadster delivery date is delayed again</b></p><p>On Wednesday local time, affected by the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most noticed is that the Kansas Assembly Plant, which makes the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make F-150s have also cut their three-shift schedule to one shift. The production capacity of high-margin models such as Ford's Super Duty pickup truck, Conqueror and Navigator SUVs has also been affected. In addition to Ford, Tesla CEO Musk also said on Wednesday that shipments of the new Roadster will be delayed again until 2023.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>The U.S. Department of Justice is close to completing preparations for the second Google antitrust case prosecution, reports say</b></a></p><p>After the market closed on Wednesday, local media reported that the U.S. Department of Justice is preparing a second antitrust lawsuit against Google's digital advertising business, which may be filed as soon as this year. At present, the U.S. Department of Justice is going to court with Google on the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support entering driver's license and ID card in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID to Apple Wallet for iPhone and Apple Watch users to use during airport security checks.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, Eastern Time</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11am EST on September 22nd. It is speculated from the official website preview that this conference may launch new Surface hardware products.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3. ai's net loss in the first quarter was US $37.459 million, turning from profit to loss year-on-year</b></a></p><p>The financial report shows that revenue in the first quarter was US $52.4 million, compared with market expectations of US $51.2 million; The net loss in the first quarter was US $37.459 million, compared with a profit of US $150,000 in the same period last year; In the first quarter, it lost $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 revenue tops expectations, raises full-year guidance</b></a></p><p>The financial report shows that revenue in the second quarter was US $56 million, compared with market expectations of US $49 million; The net loss in the second quarter was US $92 million, and the market expected a net loss of US $45 million; The loss per share in the second quarter was $0.29, compared with market expectations for a loss of $0.15.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: The Nasdaq broke its previous high again! OPEC + maintains existing production increase route\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-02 07:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b>Employment recovery suffered setbacks, and U.S. stocks were mixed, and the Nasdaq broke its previous high again; Chinese concept stocks continued their sharp rebound; OPEC + announced that it will continue to increase production by 400,000 barrels per day as planned; Tesla crashed into police car again, US regulatory authorities sent a letter questioning > > ><b>Overseas Market</b></p><p><b>U.S. stocks close: Poor ADP data stimulates defensive sentiment, Nasdaq hits another record high</b></p><p>On the first trading day of September, technology giants pushed the Nasdaq to a new high against the backdrop of worse-than-expected ADP data, the S&P 500 rose slightly, and the Dow, which is closer to the economic cycle, weakened slightly. As of the close, the S&P 500 rose 0.03% to 4524.09 points; The Nasdaq index rose 0.33% to 15309.38 points; The Dow Jones fell 0.14% to 35,312.53 points.</p><p><b>Chinese concept stocks continue their sharp rebound</b></p><p>Chinese concept stocks continued to rebound sharply on Wednesday.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Up more than 5%, Ctrip rose nearly 4%; In the Education Unit,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>And<a href=\"https://laohu8.com/S/ZME\">Head Education</a>Closed up more than 9%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose nearly 4%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Slightly higher; Among e-commerce stocks,<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>Rose more than 8%,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Up more than 6%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Rose more than 3%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Up more than 2%; Game stocks performed mixed, rising more than 8% on Tuesday<a href=\"https://laohu8.com/S/NTES\">NetEase</a>It turned lower during the session and closed down more than 0.5%.<a href=\"https://laohu8.com/S/00700\">Tencent</a>ADR closed up more than 4%,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Up more than 5%. And the new Chinese car-making force that just announced its August delivery report card-<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The stock price fell back and closed lower. Furthermore,<a href=\"https://laohu8.com/S/TUYA\">Tuya Smart</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>Looking for a house,<a href=\"https://laohu8.com/S/YMM\">Manbang</a>、<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Both reached double-digit gains,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>Up nearly 10%.</p><p><b>U.S. crude oil futures prices close 0.1% higher</b></p><p>Crude oil futures closed slightly higher on Wednesday. A meeting of the Organization of the Petroleum Exporting Countries and its allies (OPEC +) on Wednesday confirmed its previous plan to increase crude oil production by 400,000 barrels per day. West Texas Intermediate (WTI) crude oil futures for October delivery edged up 9 cents, or just over 0.1%, to settle at $68.59 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.1%</b></p><p>Gold futures closed lower on Wednesday. Today's weaker-than-expected U.S. ADP private sector employment data only briefly boosted safe-haven metal prices. Investors expect the non-farm payrolls report released on Friday to provide clearer direction guidance for gold. Gold futures for December delivery on the New York Mercantile Exchange fell $2.10, or 0.1%, to settle at $1,816 an ounce.</p><p><b>European Stocks Close Higher, Basic Resources Stocks Buck Trend and Fall</b></p><p>Investors digested higher-than-expected euro zone inflation data, and European stocks generally closed higher, with only Germany's DAX30 index closing lower. The pan-European Stoxx 600 index closed up 2.24 points, or 0.48%, at 473.12 points; The German DAX30 index closed down 10.80 points, or 0.07%, at 15824.29 points;<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index closed up 30.14 points, or 0.42%, at 7149.84 points; France's CAC40 index closed up 78.51 points, or 1.18%, at 6758.69 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2164811757\" target=\"_blank\"><b>OPEC + decides to maintain schedule of increasing production by 400,000 barrels per day per month</b></a></p><p>After a brief video conference, OPEC + agreed to abide by the existing schedule of gradual monthly production increases. Ministers agreed to continue the increase of 400,000 barrels per day per month, delegates said. The video conference, which lasted less than an hour, was one of the shortest meetings in recent memory, in stark contrast to the difficult negotiations in July.</p><p><b>ADP data released, U.S. companies add significantly fewer employees than expected</b></p><p>U.S. companies added fewer new jobs than expected in August, reflecting stubborn hiring challenges and a slowing labor market recovery. According to data released by ADP Research Institute on Wednesday, the number of employed companies in the United States increased by 374,000 last month, which was lower than the estimates of all economists surveyed by the media. The revised data in July was an increase of 326,000 people.</p><p><b>U.S. sets up $7.5 billion infrastructure plan to promote electric vehicle charging services</b></p><p>According to Reuters, the Biden administration has developed a $7.5 billion plan to roll out advanced electric vehicle charging infrastructure to underserved areas. Most private charging pile companies said that the government should accurately expand electric vehicle charging services to neglected communities and consider creating incentives for business owners or landlords who install related facilities.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/2164815506\" target=\"_blank\"><b>Pfizer's new crown oral drug restarts mid-to late-stage trials for patients with mild symptoms</b></a></p><p>International pharmaceutical giant Pfizer announced on Wednesday that the company's new crown oral drug PF-07321332 under development has launched another phase II/III trial, and the first enrolled patient started administration on the same day. This randomized double-blind trial will enroll a total of 1,140 patients, half of whom will take PF-07321332 and the antiviral drug ritonavir for five consecutive days at intervals of 12 hours. At the same time, Pfizer has also launched another mid-to late-stage trial of PF-07321332/ritonavir, targeting adult patients with mild symptoms but at risk of worsening the course of the disease. Patients have been enrolled since July. The company expects to apply for an emergency use permit in the fourth quarter if it goes well.</p><p><a href=\"https://laohu8.com/NW/1192059276\" target=\"_blank\"><b>Tesla assisted driving crashes into U.S. police car again, regulator issues inquiry letter</b></a></p><p>The National Highway Traffic Safety Administration (NHTSA) confirmed on Wednesday that another Tesla vehicle using computer-assisted driving crashed into a police car this past weekend, the twelfth similar incident in the country. The department announced on August 16 that it had launched a formal investigation into Tesla Autopilot over eleven previous incidents. After the latest accident, NHTSA issued an inquiry letter to Tesla on Tuesday, asking very detailed questions about all aspects of Tesla's autonomous driving technology, including identification technology, customer complaints, etc. Regulations require Tesla to answer these questions within 120 days.</p><p><b>Key new drugs encounter severe FDA warning, AbbVie's market value has evaporated by more than 10 billion US dollars</b></p><p>On Wednesday local time, the US FDA added a warning to AbbVie's new arthritis drug Rinvoq, saying that this drug has the risk of increasing blood clots and death. Previously, this drug has received the FDA's most severe \"<a href=\"https://laohu8.com/S/BBOX\">Black box</a>Warning \". It is reported that Pfizer Xeljanz and<a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a>Olumiant will also carry a similar label. For AbbVie, Rinvoq was originally the revenue hope after the end of the patent period of the company's star drug adalimumab. The company once fell more than 10% intraday on Wednesday, and finally closed down 7.05%.</p><p><a href=\"https://laohu8.com/NW/2164589056\" target=\"_blank\"><b>Amazon's new CEO launches massive hiring</b></a></p><p>Andy Jassy, who just succeeded Bezos as Amazon CEO in July this year, said on Wednesday that Amazon's annual \"Workplace Day\" starting on September 15th this year will release 55,000 enterprise and technical jobs. At present, Amazon employs 275,000 people worldwide in related positions. Unlike big employers such as retail logistics and warehousing, Amazon's recruiting focus this year includes engineering, research science and<a href=\"https://laohu8.com/S/300024\">Robot</a>。</p><p><b>Chip shortage continues: Ford cuts F-150 production capacity again, Tesla's new Roadster delivery date is delayed again</b></p><p>On Wednesday local time, affected by the chip shortage, Ford informed employees of the latest round of production cuts through an internal letter. Most noticed is that the Kansas Assembly Plant, which makes the F-150, will remain shut down until Sept. 6, following last week's shutdown. Other factories that make F-150s have also cut their three-shift schedule to one shift. The production capacity of high-margin models such as Ford's Super Duty pickup truck, Conqueror and Navigator SUVs has also been affected. In addition to Ford, Tesla CEO Musk also said on Wednesday that shipments of the new Roadster will be delayed again until 2023.</p><p><a href=\"https://laohu8.com/NW/2164119378\" target=\"_blank\"><b>The U.S. Department of Justice is close to completing preparations for the second Google antitrust case prosecution, reports say</b></a></p><p>After the market closed on Wednesday, local media reported that the U.S. Department of Justice is preparing a second antitrust lawsuit against Google's digital advertising business, which may be filed as soon as this year. At present, the U.S. Department of Justice is going to court with Google on the antitrust issue of search business. Affected by this news, Google fell 0.40% after hours as of press time.</p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>: 8 states in the United States support entering driver's license and ID card in Apple Wallet</b></p><p>According to reports, Apple announced today that eight states in the United States will launch a feature that allows users to add their driver's license and state ID to Apple Wallet for iPhone and Apple Watch users to use during airport security checks.</p><p><a href=\"https://laohu8.com/NW/2164581565\" target=\"_blank\"><b>Microsoft officially announced that it will hold a new product launch conference on September 22, Eastern Time</b></a></p><p>Microsoft announced on its official website that it will hold a new product launch conference at 11am EST on September 22nd. It is speculated from the official website preview that this conference may launch new Surface hardware products.</p><p><a href=\"https://laohu8.com/NW/1138162673\" target=\"_blank\"><b>C3. ai's net loss in the first quarter was US $37.459 million, turning from profit to loss year-on-year</b></a></p><p>The financial report shows that revenue in the first quarter was US $52.4 million, compared with market expectations of US $51.2 million; The net loss in the first quarter was US $37.459 million, compared with a profit of US $150,000 in the same period last year; In the first quarter, it lost $0.37 per share.</p><p><a href=\"https://laohu8.com/NW/1100640756\" target=\"_blank\"><b>ChargePoint Q2 revenue tops expectations, raises full-year guidance</b></a></p><p>The financial report shows that revenue in the second quarter was US $56 million, compared with market expectations of US $49 million; The net loss in the second quarter was US $92 million, and the market expected a net loss of US $45 million; The loss per share in the second quarter was $0.29, compared with market expectations for a loss of $0.15.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160686189","content_text":"摘要：就业复苏遭遇挫折，美股涨跌互现纳指再破前高；中概股延续大幅反弹走势；OPEC+宣布继续按计划增产40万桶/日；特斯拉再撞警车，美监管部门发函质询>>>\n\n海外市场\n美股收盘：ADP数据欠佳激发防御情绪 纳指再创历史新高\n九月的第一个交易日，在ADP数据逊于预期的背景下科技巨头推动纳指再创新高，标普500指数微幅上涨，更贴近经济周期的道指小幅走弱。截至收盘，标普500指数涨0.03%，报4524.09点；纳斯达克指数涨0.33%，报15309.38点；道琼斯指数跌0.14%，报35312.53点。\n中概股延续大幅反弹走势\n中概股周三继续大幅反弹走势，百度涨超5%，携程涨近4%；教育股中，高途和掌门教育收涨逾9%，新东方涨近4%，好未来微涨；电商股中，唯品会涨超8%，拼多多涨超6%，阿里巴巴涨超3%，京东涨超2%；游戏股表现不一，周二涨超8%的网易盘中转跌，收跌逾0.5%，腾讯ADR收涨逾4%，哔哩哔哩涨超5%。而刚刚公布8月交付成绩单的中国造车新势力——蔚来、小鹏和理想汽车股价回落收跌。此外，涂鸦智能、贝壳找房、满帮、知乎均达到两位数涨幅，爱奇艺涨近10%。\n美国原油期货价格收高0.1%\n原油期货周三收盘小幅上涨。周三召开的石油输出国组织及其盟友（OPEC+）会议确认了其先前将每日原油产量增加40万桶的计划。纽约商品交易所10月交割的西德克萨斯中质原油（WTI）期货价格小幅上涨9美分，涨幅略高于0.1%，收于每桶68.59美元。\n黄金期货收跌0.1%\n黄金期货周三收低。今日公布的美国ADP私营部门就业数据弱于预期，仅短暂提振避险金属价格上涨。投资者期待周五公布的非农就业报告将为黄金提供更明确的方向指导。纽约商品交易所12月交割的黄金期货价格下跌2.10美元，跌幅0.1%，收于每盎司1816美元。\n欧股收高，基本资源类股逆市下跌\n投资者消化了高于预期的欧元区通胀数据，欧股普遍收高，仅德国DAX30指数收跌。泛欧斯托克600指数收盘上涨2.24点，涨幅0.48%，报473.12点；德国DAX30指数收盘下跌10.80点，跌幅0.07%，报15824.29点；英国富时100指数收盘上涨30.14点，涨幅0.42%，报7149.84点；法国CAC40指数收盘上涨78.51点，涨幅1.18%，报6758.69点。\n国际宏观\nOPEC+决定维持每月增产40万桶/日的时间表\n在短暂视频会议后，OPEC+同意遵守现有的每月逐步增产的时间表。代表们表示，部长们同意继续保持每月40万桶/日的增产幅度。此次视频会议持续了不到一个小时，是近期有记忆以来会程最短的会议之一，与7月份艰难的谈判形成鲜明对比 。\nADP数据出炉 美国企业新增员工大幅少于预期\n美国企业8月新增加的就业人数少于预期，反映出招聘挑战顽固且劳动力市场复苏放缓。ADP研究院周三发布的数据显示，美国企业就业人数上个月增加37.4万，低于所有接受媒体调查的经济学家预估。7月修订数据为增加32.6万人。\n美国制定75亿美元基础设施计划 以推广电动汽车的充电服务\n根据路透社报道，拜登政府制定了一项75亿美元的计划，准备将先进的电动汽车充电基础设施推广至服务不足的地区。大多数私营充电桩公司对此表示，政府应准确地将电动汽车充电服务扩展到被忽视的社区，并考虑为安装相关设施的企业主或房东创造激励措施。\n公司新闻\n辉瑞新冠口服药再度启动轻症患者中后期试验\n国际医药巨头辉瑞周三发布公告称，公司研发中的新冠口服药PF-07321332又启动了一项Ⅱ/Ⅲ期试验，第一名入组患者于当日开始给药。这项随机双盲试验总共将招募1140名患者，其中一半人将按照间隔12小时连续五天服用PF-07321332以及抗病毒药物利托那韦。与此同时，辉瑞还开展了另一项PF-07321332/利托那韦的中后期试验，针对的是轻症但处于病程恶化风险的成年患者，已经从7月开始入组患者。公司预期如果进展顺利，将在四季度申请紧急使用许可。\n特斯拉辅助驾驶再撞美国警车 监管下发问询函\n美国国家公路交通安全管理局（NHTSA）周三确认，在刚刚过去的周末又发生了一起使用计算机辅助驾驶的特斯拉汽车撞击警车的事件，这也是该国第十二起类似事件。该部门曾在8月16日宣布就此前十一起事件对特斯拉Autopilot启动正式调查。在最新事故发生后，NHTSA本周二向特斯拉签发了质询函，对特斯拉自动驾驶技术的方方面面提出了非常详尽的问题，包括识别技术、客户投诉等方面。监管要求特斯拉在120天内对这些问题进行回答。\n关键新药遭遇FDA严厉警告 艾伯维市值蒸发逾百亿美元\n当地时间周三，美国FDA新增了AbbVie旗下关节炎新药Rinvoq的警告，称这款药物存在提升血栓和死亡的风险，此前这款药物已经收到了FDA最严厉的“黑盒警告”。据悉，适应症相同的辉瑞Xeljanz和礼来Olumiant也会带有类似标签。对于艾伯维来说，Rinvoq原本是公司明星药阿达木单抗专利期结束后的营收希望。公司周三盘中跌幅一度超过10%，最终收跌7.05%。\n亚马逊新CEO启动大规模招聘\n今年七月刚刚接班贝索斯担任亚马逊CEO的安迪·贾西周三表示，亚马逊今年在9月15日开始的年度“职场日”将放出5.5万个企业和技术岗位，在相关位置上目前亚马逊在全球雇佣了27.5万人。与零售物流和仓储等就业大户不同，亚马逊今年招募的重点包括工程、研究科学和机器人。\n芯片短缺潮延续：福特再度削减F-150产能 特斯拉新Roadster交付日期再度延迟\n当地时间周三，受到芯片短缺影响，福特公司通过内部信向员工告知了最新一轮减产的安排。最受关注的是，生产F-150的堪萨斯装配厂继上周停工后，将继续停工至9月6日。其他生产F-150的工厂也将三班倒的安排削减至一个班次。福特Super Duty皮卡、征服者和领航员SUV等高利润车型的产能也遭遇影响。除了福特以外，特斯拉CEO马斯克也在周三表示，新款Roadster将再度延后至2023年发货。\n报道称美国司法部接近完成第二桩谷歌反垄断案起诉准备工作\n周三盘后，当地媒体报道称美国司法部正在准备第二桩针对谷歌数字广告业务的反垄断诉讼，最快可能在年内提起诉讼。目前美国司法部正在与谷歌就搜索业务反垄断问题对簿公堂。受此消息影响，截至发稿谷歌盘后跌0.40%。\n苹果：美国8个州支持在苹果钱包中录入驾照和身份证\n据报道，苹果公司今日宣布，美国的8个州将推出一项功能，允许用户将驾照和州ID（身份证）添加到苹果钱包（Apple Wallet）中，供iPhone和Apple Watch用户在机场安检时使用。\n微软官宣将于美东时间9月22日举行新品发布会\n微软在其官网宣布，将于美国东部时间9月22日上午11点举行新品发布会。从官网预告图推测，此次发布会或将推出Surface硬件新品。\nC3.ai第一季度净亏损3745.9万美元，同比止盈转亏\n财报显示，第一季度营收5240万美元，市场预期5120万美元；第一季度净亏损3745.9万美元，去年同期盈利15万美元；第一季度每股亏损0.37美元。\nChargePoint Q2营收超预期，上调全年业绩指引\n财报显示，第二季度营收0.56亿美元，市场预期0.49亿美元；第二季度净亏损0.92亿美元，市场预期净亏损0.45亿美元；第二季度每股亏损0.29美元，市场预期亏损0.15美元。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894833285,"gmtCreate":1628815502247,"gmtModify":1676529862544,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894833285","repostId":"1160603020","repostType":4,"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813232611,"gmtCreate":1630203953933,"gmtModify":1676530242551,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813232611","repostId":"1184955585","repostType":4,"repost":{"id":"1184955585","kind":"news","pubTimestamp":1630118344,"share":"https://ttm.financial/m/news/1184955585?lang=en_US&edition=fundamental","pubTime":"2021-08-28 10:39","market":"us","language":"zh","title":"Why did TSMC become the king of Asian stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1184955585","media":"远川科技评论","summary":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2","content":"<p>At the beginning of 2020, among the ten companies with the largest market value in the world, the United States held 7 seats, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result for Tencent and Alibaba to enter the list. Among the top ten companies, 6 were Internet, 2 finance, 1 resource, and the only hardware company<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, production is not under its own control. At that time, if a company<b>Heavy assets, heavy manufacturing, no oil at home yet</b>It is tantamount to an idiotic dream that a company can still enter the top ten.</p><p>But what I didn't expect was that just over a year later, on August 18, 2021,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of US $538 billion, it successfully surpassed Tencent and became the company with the highest market value in Asia.</p><p>What supports the market value of TSMC's Asian stock king is TSMC's revenue of US $13.29 billion in the second quarter, earning US $147 million a day.</p><p>At the same time, the global chip shortage has made TSMC's orders hard currency: Not long ago, after Apple placed a one-time order of 100 million chips, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the king of Asian stocks is not only the change in the market value of the two companies, but also a counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current status as a stock king in an electronics industry with heavy assets, high labor cost investment, and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which had just been established two years ago, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Li Jianxi, the head of the family, personally poached the wall.</p><p>This time, Li Jianxi was not interested in a process leader or a technical expert, but directly focused on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi was so confident had a lot to do with the industry development background at that time: Samsung was already the overlord of many industries and the super chaebol that controlled the lifeline of South Korea;<b>The status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan, China today: the technical content was not high, and there were many competitors, all of which were located in the \"smile curve\" of value distribution in the manufacturing industry chain. bottom end</b>, do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage. The IDM model of chip companies designing, manufacturing, and packaging and testing by themselves was the mainstream of the industry.</b>The world's top ten semiconductor companies that year were NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for fledgling TSMC whose technology is not even as good as their own to manufacture chips?</p><p>This is a very realistic problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>But soon, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronics industry entered the PC era from the traditional mainframe era. And<b>The focus of the global semiconductor industry has gradually shifted from traditional DRAM storage to digital chips represented by CPUs and GPUs.</b></p><p>Conventional<b>DRAM memory chips are light in design and heavy in manufacturing, so the IDM model dominates the development of the industry; For digital chips, chip manufacturing is certainly a top priority, but as the number of transistors in the chip reaches millions, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an urgent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly dispatched engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip it is developing is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip manufacturer to break through the integration of 1 million transistors in one chip, reaching 1.2 million pioneering projects.</p><p>Being able to receive one-on-one tutoring from Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC and the two-year-old company<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It hit it off and won another important ticket in the PC era.</p><p>In the following ten years, TSMC established a relationship with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation with chip design companies such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography process technology, it is technologically unique in the world. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC did not expect that another storm that might subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Shortly after becoming the number one foundry in the field of PC chips, Apple came with a tsunami of smartphones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs took the first-generation iPhone and officially announced it in the midst of much attention, which was called a stunning cross-generation product. In the following years, every time a new iPhone was released, there would be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone's seal of gods, one thing is clearly shown:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows how to do it knows that Jobs on the stage seems to be the \"God\" who released the iPhone on the surface, but fundamentally, he is just a worker of the Samsung empire on the other side of the ocean.</p><p>IHS, a market research agency, once dismantled the cost sources of previous generations of iPhones and found that in the era before dual cameras and bathroom heater cameras appeared, the former<b>The three major cost sources of several generations of iPhone are: processor, screen and storage. In an iPhone, all three items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which produced almost half of the world's chips in the era, could only wait and see with envy.</p><p>But as a top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, mixing oil with Samsung Mili, on the other hand, Apple quietly connected with TSMC in 2010. In order for the two parties to cooperate more smoothly, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress of research and development, Apple immediately filed 16 infringement charges with Samsung in 2011. Samsung, on the other hand, took Apple to court, countersued Apple for infringement, and even asked the United States to ban the sale of iPhone.</p><p>Apple competes with Samsung's snipe and clam, and TSMC benefits.</p><p>Starting from Apple's A8 chip in 2014, TSMC began to manufacture most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed its leading position in chip foundry.</p><p><b>But just working for the most powerful customers can make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stuck the throat of global customers, while Foxconn has nothing to do about Apple supporting competitors to grab business.</p><p>Behind the completely different fates, in fact, the groundwork has been laid as early as the track selection.</p><p>Represented by Foxconn<b>Electronic product assembly is essentially a low-threshold industry that can start work on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn faced the \"five tigers of Taiwanese OEM\" in Taiwan, China-Quanta, Compal, Pegatron, Wistron, and Inventec competing for business; In the past ten years, Foxconn has faced the mainland \"younger brothers\" Luxshare, Goertek, Wingtech,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low-tech content and low threshold are reflected in the financial report, which is reflected in Foxconn's gross profit that is thinner than razor blades: in the past ten years,<b>In order to maintain a gross profit that has never exceeded 10%, Foxconn moved its factory from Shenzhen to Zhengzhou, and then expanded from Zhengzhou to Vietnam... constantly moving between different depressions of labor costs.</b></p><p>In sharp contrast to this, TSMC's corresponding chip foundry is an industry that is rolling forward on the wheels of Moore's Law. Under the guidance of Moore's Law, the number of components that can be accommodated on an integrated circuit will double every 18 to 24 months, the size of the corresponding transistors will continue to shrink, and the manufacture of semiconductors will become increasingly difficult.</p><p>Reflected in capital expenditures, in the process of upgrading the semiconductor industry from 8-inch to 12-inch, costs have risen sharply: the cost of an 8-inch wafer fab is as low as 100 million and as high as 1.5 billion US dollars depending on its production capacity. The cost of a new 12-inch fab is as high as US $2.5 billion to US $3 billion, which is enough to leave most competitors in the industry behind.</p><p>Different technical contents also determine different competitive landscapes.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has dominated the world from 0.18 micron to 3 nanometers. Not only are there fewer and fewer competitors, but even the former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer competitors, profits will naturally become higher and higher. Located in Taiwan, China, Foxconn has set up factories around the world, and its gross profit is less than 10%. If it is not careful, it will be contained by Apple using Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on only producing high-end process products in Taiwan, China for 30 years, can maintain a gross profit of about 50% all year round. However, if customers want to grab TSMC's latest production capacity, it is not enough to have money: September 2020 After TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranks first, and the capital threshold of the industry continues to rise; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has established its unshakable number one throne in the field of chip foundry.</p><p>Looking back at history, there are three major reasons why TSMC can rise to become the king of foundry: in the PC era, with half of the support of Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheels of Moore's Law, relying on the advantages of technology and capital, leaving many competitors far behind.</p><p>However, TSMC's transformation from the \"king of chip foundry\" to the \"king of stocks\" is still the last step: let the Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money from the epic chip shortage, and its stock price has recently become the king of Asian stocks. On the other hand, looking at the traditional \"stock god\" Internet, Tencent has plummeted 45% from its highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since its listing on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>","source":"lsy1571969218062","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why did TSMC become the king of Asian stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy did TSMC become the king of Asian stocks?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">远川科技评论</strong><span class=\"h-time small\">2021-08-28 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the beginning of 2020, among the ten companies with the largest market value in the world, the United States held 7 seats, while China's<a href=\"https://laohu8.com/S/00700\">Tencent</a>And Ali are also on the list, becoming the only two companies in Asia to break into the list.</p><p><img src=\"https://static.tigerbbs.com/c2b6b856b3f2f1196c329b1155f9fc5f\" tg-width=\"1080\" tg-height=\"589\" referrerpolicy=\"no-referrer\"></p><p>At that time, it was a natural result for Tencent and Alibaba to enter the list. Among the top ten companies, 6 were Internet, 2 finance, 1 resource, and the only hardware company<a href=\"https://laohu8.com/S/AAPL\">Apple</a>, production is not under its own control. At that time, if a company<b>Heavy assets, heavy manufacturing, no oil at home yet</b>It is tantamount to an idiotic dream that a company can still enter the top ten.</p><p>But what I didn't expect was that just over a year later, on August 18, 2021,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>With a market value of US $538 billion, it successfully surpassed Tencent and became the company with the highest market value in Asia.</p><p>What supports the market value of TSMC's Asian stock king is TSMC's revenue of US $13.29 billion in the second quarter, earning US $147 million a day.</p><p>At the same time, the global chip shortage has made TSMC's orders hard currency: Not long ago, after Apple placed a one-time order of 100 million chips, TSMC's raw material suppliers directly broke the news, and TSMC's orders have been fully loaded until 2024.</p><p><b>Behind TSMC's replacement of Tencent as the king of Asian stocks is not only the change in the market value of the two companies, but also a counterattack of hard technology manufacturing on the Internet.</b></p><p>So how did TSMC cultivate its current status as a stock king in an electronics industry with heavy assets, high labor cost investment, and extremely strong customers?</p><p>The answer lies in the three historical opportunities of TSMC's rise.</p><p><img src=\"https://static.tigerbbs.com/8831ed0813cfe4215d1a7249b8194a1a\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>In December 1989, TSMC, which had just been established two years ago, ushered in<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Li Jianxi, the head of the family, personally poached the wall.</p><p>This time, Li Jianxi was not interested in a process leader or a technical expert, but directly focused on Zhang Zhongmou, the 58-year-old founder of TSMC.</p><p>The reason why Li Jianxi was so confident had a lot to do with the industry development background at that time: Samsung was already the overlord of many industries and the super chaebol that controlled the lifeline of South Korea;<b>The status of chip foundry in the industry at that time was actually similar to that of Foxconn, another foundry king in Taiwan, China today: the technical content was not high, and there were many competitors, all of which were located in the \"smile curve\" of value distribution in the manufacturing industry chain. bottom end</b>, do the most tiring work and earn the least money.</p><p><img src=\"https://static.tigerbbs.com/9789042af668ea4b67309f48e5f3e543\" tg-width=\"620\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>What's more,<b>At that time, chip manufacturing was still in the sub-micron stage. The IDM model of chip companies designing, manufacturing, and packaging and testing by themselves was the mainstream of the industry.</b>The world's top ten semiconductor companies that year were NEC, Toshiba, Hitachi, Motorola,<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, Fujitsu, Mitsubishi,<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>、<a href=\"https://laohu8.com/S/PHG\">Philips</a>All are typical semiconductor IDM giants.</p><p>So, why do IDMs with their own factories look for fledgling TSMC whose technology is not even as good as their own to manufacture chips?</p><p>This is a very realistic problem faced by Zhang Zhongmou, an elderly entrepreneur, after rejecting Li Jianxi's olive branch.</p><p>But soon, TSMC ushered in its first era opportunity: the rise of PC.</p><p>Around 1988, under the leadership of Intel, the global electronics industry entered the PC era from the traditional mainframe era. And<b>The focus of the global semiconductor industry has gradually shifted from traditional DRAM storage to digital chips represented by CPUs and GPUs.</b></p><p>Conventional<b>DRAM memory chips are light in design and heavy in manufacturing, so the IDM model dominates the development of the industry; For digital chips, chip manufacturing is certainly a top priority, but as the number of transistors in the chip reaches millions, the chip design investment required behind it is becoming more and more arduous. In the case of limited energy, it has become an urgent trend to separate design from manufacturing.</b></p><p><img src=\"https://static.tigerbbs.com/673230fbc935dd61c98bcb0b5390e825\" tg-width=\"767\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Relying on the personal friendship between Intel President Grove and Zhang Zhongmou, Intel directly dispatched engineers to TSMC, and pointed out at least 200 process improvement processes for TSMC, which had only more than 200 manufacturing processes at that time.</p><p>You know, Intel at that time was synonymous with top chip manufacturing. The 80486 chip it is developing is not only the first in the world to use the 1-micron manufacturing process, but also the first high-end chip manufacturer to break through the integration of 1 million transistors in one chip, reaching 1.2 million pioneering projects.</p><p>Being able to receive one-on-one tutoring from Intel, TSMC won the first technical ticket to the top chip foundry in one fell swoop.</p><p>Shortly after getting this ticket, in 1995, TSMC and the two-year-old company<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>It hit it off and won another important ticket in the PC era.</p><p>In the following ten years, TSMC established a relationship with<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>Cooperation with chip design companies such as Meiman Electronics; On the other hand, through the research and development of copper process technology and wet lithography process technology, it is technologically unique in the world. In 2004, it occupied half of the global market share.</p><p><b>However, TSMC did not expect that another storm that might subvert the industrial structure was quietly coming.</b></p><p><img src=\"https://static.tigerbbs.com/9dc0fda484f9be29a169f2a280cc0408\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Shortly after becoming the number one foundry in the field of PC chips, Apple came with a tsunami of smartphones. Unfortunately, the protagonist this time was not TSMC at first.</p><p>In 2007, Jobs took the first-generation iPhone and officially announced it in the midst of much attention, which was called a stunning cross-generation product. In the following years, every time a new iPhone was released, there would be a spectacle of crazy fruit powder queuing up in the early morning in front of Apple retail stores all over the world.</p><p>Behind the iPhone's seal of gods, one thing is clearly shown:<b>The era of smart phones has arrived. Only by winning Apple can we become a real chip foundry brother.</b></p><p>But anyone who knows how to do it knows that Jobs on the stage seems to be the \"God\" who released the iPhone on the surface, but fundamentally, he is just a worker of the Samsung empire on the other side of the ocean.</p><p>IHS, a market research agency, once dismantled the cost sources of previous generations of iPhones and found that in the era before dual cameras and bathroom heater cameras appeared, the former<b>The three major cost sources of several generations of iPhone are: processor, screen and storage. In an iPhone, all three items are made by Samsung.</b></p><p>The processor and storage provided by Samsung are naturally made by Samsung. However, TSMC, which produced almost half of the world's chips in the era, could only wait and see with envy.</p><p>But as a top supply chain checks and balances master, Apple will definitely not allow its competitors to control its three lifebloods at the same time.</p><p>So, on the one hand, mixing oil with Samsung Mili, on the other hand, Apple quietly connected with TSMC in 2010. In order for the two parties to cooperate more smoothly, TSMC has also set up a team composed of more than 100 cross-departmental R&D engineers.<a href=\"https://laohu8.com/S/AONE.U\">one</a>team \"team, stationed at Apple headquarters in the United States, worked together to engage in secret research and development in an attempt to completely bypass Samsung's patents.</p><p>After the initial progress of research and development, Apple immediately filed 16 infringement charges with Samsung in 2011. Samsung, on the other hand, took Apple to court, countersued Apple for infringement, and even asked the United States to ban the sale of iPhone.</p><p>Apple competes with Samsung's snipe and clam, and TSMC benefits.</p><p>Starting from Apple's A8 chip in 2014, TSMC began to manufacture most Apple chips. Since the iPhone 7 era, TSMC has completely monopolized the production of all Apple chips. The cooperation continues to this day, and Apple is still TSMC's largest customer, contributing nearly 20% of TSMC's revenue every year.</p><p>At this point, TSMC has officially confirmed its leading position in chip foundry.</p><p><b>But just working for the most powerful customers can make TSMC what it is today? As Apple's largest foundry, Foxconn was the first to disagree.</b></p><p><img src=\"https://static.tigerbbs.com/7c04503bafb7a71524a1d953b35f1228\" tg-width=\"1080\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p><p>Also the king of foundry, TSMC can stuck the throat of global customers, while Foxconn has nothing to do about Apple supporting competitors to grab business.</p><p>Behind the completely different fates, in fact, the groundwork has been laid as early as the track selection.</p><p>Represented by Foxconn<b>Electronic product assembly is essentially a low-threshold industry that can start work on the assembly line 24 hours a day as long as enough workers are gathered.</b>Therefore, as an OEM, twenty years ago, Foxconn faced the \"five tigers of Taiwanese OEM\" in Taiwan, China-Quanta, Compal, Pegatron, Wistron, and Inventec competing for business; In the past ten years, Foxconn has faced the mainland \"younger brothers\" Luxshare, Goertek, Wingtech,<a href=\"https://laohu8.com/S/002594\">BYD</a>They are frantically grabbing business in their own territory.</p><p>This low-tech content and low threshold are reflected in the financial report, which is reflected in Foxconn's gross profit that is thinner than razor blades: in the past ten years,<b>In order to maintain a gross profit that has never exceeded 10%, Foxconn moved its factory from Shenzhen to Zhengzhou, and then expanded from Zhengzhou to Vietnam... constantly moving between different depressions of labor costs.</b></p><p>In sharp contrast to this, TSMC's corresponding chip foundry is an industry that is rolling forward on the wheels of Moore's Law. Under the guidance of Moore's Law, the number of components that can be accommodated on an integrated circuit will double every 18 to 24 months, the size of the corresponding transistors will continue to shrink, and the manufacture of semiconductors will become increasingly difficult.</p><p>Reflected in capital expenditures, in the process of upgrading the semiconductor industry from 8-inch to 12-inch, costs have risen sharply: the cost of an 8-inch wafer fab is as low as 100 million and as high as 1.5 billion US dollars depending on its production capacity. The cost of a new 12-inch fab is as high as US $2.5 billion to US $3 billion, which is enough to leave most competitors in the industry behind.</p><p>Different technical contents also determine different competitive landscapes.<b>The harder Foxconn works, the more competitors it has; Along the way, TSMC has dominated the world from 0.18 micron to 3 nanometers. Not only are there fewer and fewer competitors, but even the former big brothers Intel and IBM have been left behind.</b></p><p><img src=\"https://static.tigerbbs.com/12e071a18a041e0b8ddb78626d4f42b1\" tg-width=\"667\" tg-height=\"855\" referrerpolicy=\"no-referrer\"></p><p>With fewer and fewer competitors, profits will naturally become higher and higher. Located in Taiwan, China, Foxconn has set up factories around the world, and its gross profit is less than 10%. If it is not careful, it will be contained by Apple using Wistron, Pegatron and Luxshare;</p><p>TSMC, which has insisted on only producing high-end process products in Taiwan, China for 30 years, can maintain a gross profit of about 50% all year round. However, if customers want to grab TSMC's latest production capacity, it is not enough to have money: September 2020 After TSMC was forced to cut off supply to Huawei due to US sanctions, Qualcomm and MediaTek had the opportunity to replace Huawei and use TSMC's latest 5nm production capacity.</p><p>The market share ranks first, and the capital threshold of the industry continues to rise; The dividend effect of technology is constantly superimposed... TSMC, which is alone in seeking defeat, has established its unshakable number one throne in the field of chip foundry.</p><p>Looking back at history, there are three major reasons why TSMC can rise to become the king of foundry: in the PC era, with half of the support of Intel and Nvidia; The mobile phone era was chosen by Apple and became an important tool to check and balance Samsung; In the following years, he sat on the wheels of Moore's Law, relying on the advantages of technology and capital, leaving many competitors far behind.</p><p>However, TSMC's transformation from the \"king of chip foundry\" to the \"king of stocks\" is still the last step: let the Internet companies whose market value ranks ahead of TSMC fall from the altar in the capital market.</p><p><img src=\"https://static.tigerbbs.com/efede982c9faf847a3a670f3cc42a078\" tg-width=\"992\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p><p>Since the beginning of the year, on the one hand, TSMC has made a lot of money from the epic chip shortage, and its stock price has recently become the king of Asian stocks. On the other hand, looking at the traditional \"stock god\" Internet, Tencent has plummeted 45% from its highest point since the beginning of the year; Ali has fallen by more than 30% so far;<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>The stock price has fallen by more than 45% since its listing on the Hong Kong Stock Exchange.</p><p>From the king of chip foundry to the king of Asian stocks, TSMC is inseparable from its own efforts, and at the same time, it is inseparable from the process of history.</p><p>In addition to the process, it gives us a hint of enlightenment:<b>Do the hard and correct thing, and the more you persist, the smoother it will be.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA\">远川科技评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"https://mp.weixin.qq.com/s/1vKEt53uVNkuuzHjwkGPDA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184955585","content_text":"在2020年初，全球市值最大的十家企业中，美国独占7席，而中国的腾讯和阿里也榜上有名，成为亚洲唯二突入榜单的企业。\n\n在当时看来，腾讯和阿里进入榜单是一个再自然不过的结果，前十大企业中6个是互联网、2个金融、1个资源，唯一的硬件企业苹果，生产还不归自己管，当时如果说一家重资产、重制造、家里还没石油的企业还能进前十，无异于痴人说梦。\n但没有想到的是，仅仅一年多时间后的2021年8月18日，台积电就以5380亿美元的市值，成功超越腾讯，成为亚洲市值最高的公司。\n支撑起台积电亚洲股王市值的，是台积电二季度创下的132.9亿美元营收，一天赚1.47亿美元的亮眼业绩。\n与此同时，全球芯片大缺货，更是让台积电的订单成为硬通货：前不久，苹果一次性下单一亿片芯片后，台积电原材料供应商直接爆出猛料，台积电的订单已经满载到2024年。\n台积电取代腾讯成为亚洲股王的背后，不仅是两家企业市值的变化，同时，更是一场硬科技制造对互联网的逆袭。\n那么台积电究竟是如何在一个重资产、高人力成本投入，客户又极度强势的电子行业中，修炼出如今的股王地位？\n答案就藏在台积电崛起的三次历史机遇之中。\n\n1989年12月，刚成立两年的台积电就迎来三星掌门人李健熙的亲自挖墙脚。\n这一次，李健熙看上的，不是什么工艺负责人，也不是什么技术大牛，而是直接将目光锁定在了已经58岁的台积电创始人张忠谋的身上。\n李健熙之所以如此自信，与当时的行业发展背景有着很大的关系：当年的三星，已然是多个行业的霸主，把控韩国命脉的超级财阀；而芯片代工，在当时的行业地位，其实与如今中国台湾的另一个代工之王——富士康差不多：技术含量不高，竞争对手不少，都是位于制造业产业链价值分配“微笑曲线”的最底端，干着最累的活儿，赚最少的钱。\n\n更何况，当时的芯片制造还停留在亚微米阶段，芯片企业自己设计，自己制造，自己封测的IDM模式才是业界主流。当年的全球十大半导体公司，NEC、东芝、日立、摩托罗拉、德州仪器、富士通、三菱、英特尔、松下、飞利浦全部是典型的半导体IDM巨头。\n那么，有自己的工厂的IDM们，为什么要找初出茅庐，工艺甚至还不如自己的台积电来代工芯片？\n这是在拒绝了李健熙橄榄枝后，摆在高龄创业者——张忠谋面前的一个很现实的问题。\n不过很快，台积电就迎来了属于它的第一个时代机遇：PC崛起。\n1988年前后，在英特尔的带领下，全球的电子产业从传统的大型机时代进入PC时代。而全球的半导体产业的重心也开始逐渐从传统的DRAM存储开始向CPU、GPU为代表的数字芯片迈进。\n传统的DRAM存储芯片的轻设计重制造，因此IDM模式主导行业发展；而对数字芯片来说，芯片制造固然是头等大事，但随着芯片内晶体管的数量迈上百万台阶，背后所需的芯片设计投入，也越来越繁重。在精力有限的情况下，将设计与制造分离，已经成为迫在眉睫的大趋势。\n\n凭借着英特尔总裁格鲁夫与张忠谋的私人交情，英特尔直接派驻工程师入驻台积电，对当时制造工艺仅有二百多道环节的台积电，一口气指出了至少二百个工艺改进流程。\n要知道，当时的英特尔，正是顶级芯片制造的代名词。其正在的研发的80486芯片，不仅是全球最先使用1微米的制造工艺的，同时更是首次在一个芯片中突破了100万个晶体管集成，达到120万创举的高端芯片制造者。\n能被英特尔一对一辅导，台积电一举拿下了通往顶级芯片代工的第一张技术门票。\n拿到了这张门票后不久，1995年台积电又与刚成立两年的英伟达一拍即合，拿下了PC时代的另一张重要船票。\n此后十年间，台积电一边确立了与高通、美满电子等芯片设计企业的合作；另一边，还通过铜制程技术以及湿法光刻工艺技术的研发，在技术上独步全球，在2004年，占据了全球市场份额的半壁江山。\n只是，台积电没想到，另一个可能颠覆产业格局的风暴正在悄悄到来。\n\n成为PC芯片领域代工一哥不久后，苹果带着智能手机山呼海啸的袭来，只可惜，这一次的主角，一开始并不是台积电。\n2007年，乔布斯拿着初代iPhone在万众瞩目中官宣，被称为惊艳的跨时代产品。此后数年，每逢iPhone发布新机，世界各地的苹果零售店门前都会出现疯狂的果粉凌晨排队抢购的奇观。\n而iPhone封神的背后，也明明白白的昭示了一件事：智能机时代已经到来，只有拿下苹果，才能成为真正的芯片代工一哥。\n但是懂行的都知道，台上的乔布斯，表面看似是发布iPhone手机的“上帝”，但根本上，却只是大洋彼岸三星帝国的打工人。\n市调机构IHS，曾对历代iPhone的成本来源进行拆解发现，在还没出现双摄与浴霸摄像头的年代里，前几代iPhone的三大成本来源，分别是：处理器，屏幕以及存储。而一部iPhone手机中，这三项全部made by Samsung。\n三星提供的处理器与存储，自然是三星制造。而当年代工了全球几乎一半芯片的台积电，却只能默默羡慕的观望。\n但作为顶级的供应链制衡大师，苹果一定不会允许，让自己的竞争对手，同时把控着自己的三大命脉。\n于是，一边与三星蜜里调油，另一边，2010年苹果就悄悄与台积电搭上了线。为了双方能够合作得更顺畅，台积电还专门成立了一支由百余位跨部门的研发工程师组成的“one team”战队，驻扎美国苹果总部，一起快马加鞭搞秘密研发，企图彻底绕过三星的专利。\n研发初见进展后，苹果立刻在2011年闪电向三星提起16项侵权指控。而三星则反手又将苹果告上法庭，反诉苹果侵权，甚至要求美国禁售iPhone。\n苹果与三星鹬蚌相争，台积电渔翁得利。\n从2014年苹果的A8芯片起，台积电开始代工大部分苹果芯片，iPhone 7时代开始，台积电则完全垄断了所有苹果芯片的生产。合作延续至如今，苹果仍是台积电最大的客户，每年为台积电贡献了近20%的收入。\n至此，台积电正式确定了芯片代工的龙头地位。\n但只是给最厉害的客户打工，就能够成就如今的台积电吗？作为苹果最大的代工厂，富士康第一个不同意。\n\n同样是代工之王，台积电可以卡住全球客户的咽喉，而富士康却对苹果扶持竞争对手来抢生意无可奈何。\n截然不同的命运背后，其实早在赛道选择之时就已经埋下伏笔。\n以富士康为代表的电子产品组装，本质上是个只要召集了足够多工人，就能在流水线上24小时开工的低门槛行业。因此，做代工，二十年前，富士康在中国台湾面临着“台系代工五虎”——广达、仁宝、和硕、纬创、英业达抢生意；最近十年，富士康又面临着，曾经一手带大的大陆“小弟”立讯、歌尔、闻泰、比亚迪们，在自己的地盘疯狂抢生意。\n这种低技术含量、低门槛体现在财报中，就表现为富士康比剃须刀刀片还要薄的毛利之中：近十年，富士康为保住从未突破10%的毛利，一路将工厂从深圳搬到郑州，又从郑州拓展到越南……不断在人力成本的不同洼地之间辗转搬迁。\n与此形成鲜明对比的是，台积电对应的芯片代工是一个坐在摩尔定律车轮上滚滚向前的产业。在摩尔定律的主导下，集成电路上可容纳的元器件的数量每隔18至24个月就会增加一倍，相应的晶体管的尺寸也会不断缩小，半导体的制造难度也越来越高。\n体现在资本开支上，半导体行业从8英寸向12英寸升级的过程中，成本急剧上升：一座8英寸的晶圆厂造价视产能最低1亿，最高15亿美元，一般的企业咬咬牙还能顶上。而一座新的12英寸晶圆厂造价则高达25亿到30亿美金，足以将行业内大部分竞争对手甩在身后。\n不同的技术含量，也决定了不同的竞争格局。富士康越努力，竞争对手越多；而台积电一路走来，从0.18微米到3纳米独步天下，不仅竞争对手越来越少，就连曾经的老大哥英特尔、IBM也被甩在身后。\n\n对手越来越少，利润自然就越来越高，同处中国台湾，富士康全球设厂，毛利不足10%，一不留神，就被苹果用纬创、和硕以及立讯牵制；\n而坚持三十年只在中国台湾生产高阶制程产品的台积电，则可以常年维持在50%左右的毛利，而客户想要抢到台积电的最新产能，只是有钱还万万不够：2020年9月，台积电因美国制裁被迫断供华为后，高通、联发科这才有了替补华为，用上台积电最新5nm产能的机会。\n市场份额稳居第一，行业的资金门槛不断提升；技术的红利效应不断叠加……独孤求败的台积电，在芯片代工领域，已然奠定了其不可撼动的第一宝座。\n回顾历史，台积电能崛起成为代工之王，有三大原因：PC时代，有了半个英特尔与英伟达支持；手机时代被苹果选择，成为制衡三星的重要工具；此后数年，又坐在摩尔定律的车轮上，靠着技术与资本优势，将一众竞争对手远远甩在身后。\n只不过，台积电从“芯片代工之王”变成“股王”，还差最后一步：让市值排在台积电之前的互联网企业们，在资本市场跌落神坛。\n\n从年初至今，一边是台积电在史诗级的芯片大缺货中赚得盆满钵满，近期股价更是一跃成为亚洲股王。另一边，反观传统“股神”互联网，年初至今，腾讯从最高点暴跌45%；阿里至今跌幅超过30%；百度股价更在港交所上市至今跌幅超过45%。\n从芯片代工之王进阶亚洲股王背后，台积电离不开自身的努力，同时，更离不开历史的进程。\n而进程之外，更给我们一丝启示：做难而正确的事，越坚持越顺利。","news_type":1,"symbols_score_info":{"TWmain":0.9,"EWT":0.9,"TSM":0.9,"03145":0.9}},"isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882943177,"gmtCreate":1631657699399,"gmtModify":1676530599367,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882943177","repostId":"1145779507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818998112,"gmtCreate":1630369323036,"gmtModify":1676530281599,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818998112","repostId":"1173867201","repostType":4,"repost":{"id":"1173867201","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":1630366081,"share":"https://ttm.financial/m/news/1173867201?lang=en_US&edition=fundamental","pubTime":"2021-08-31 07:28","market":"sh","language":"zh","title":"Last night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1173867201","media":"老虎资讯综合","summary":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%","content":"<p><b>Summary:</b>The S&P and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price hit a record high, with a market value of over 2.5 trillion US dollars; Chinese concept education stocks collectively rose; A rumor caused<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>Skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused concerns, and it fell more than 12% after hours > > ><b>Overseas Market</b></p><p><b>Closing: S&P, Nasdaq continued to hit record highs, and most technology leaders rose</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 hit record highs on Monday, but the weakening of finance, energy and pro-cyclical concepts dragged down the Dow to close slightly lower. As of the close, the S&P 500 rose 0.43% to 4,528.79 points; The Nasdaq index rose 0.90% to 15265.89 points; The Dow Jones fell 0.16% to 35,399.84 points.</p><p><b>Chinese concept education stocks collectively rose, Gaotu and New Oriental rose more than 12%</b></p><p>Chinese concept stocks continued to follow policy fluctuations, and Chinese concept education stocks rose.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; NetEase,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the new policy on minor games, the opening fell sharply but recovered most of the losses during the day. As of the close, NetEase fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude oil closed 0.7% higher and gasoline futures rose 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm, and traders continue to focus on the disruption it causes to energy operations in the Gulf of Mexico region. West Texas Intermediate crude oil (WTI) futures for October delivery rose 47 cents, or 0.7%, to settle at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery on the New York Mercantile Exchange fell $7.30, or 0.4%, to settle at $1,812.20 an ounce.</p><p><b>European stocks close slightly higher, eurozone consumer confidence index falls from record high</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Federal Reserve Chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; The German DAX30 index closed up 35.56 points, or 0.22%, at 15887.31 points; France's CAC40 index closed up 5.38 points, or 0.08%, at 6687.30 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 US tenant evictions after ban expires</b></a></p><p>Analysts at Goldman Sachs Group Inc. said landlords could evict about 750,000 U.S. households by the end of the year, as expiration of eviction moratoriums and high demand for rentals give landlords an incentive to evict tenants. Analysts estimated in their Aug. 29 report that as many as 3.5 million households are currently behind on rent, with a total arrears of up to $17 billion.</p><p><b>U.S. Department of Defense: The United States has completed its withdrawal from Afghanistan</b></p><p>The U.S. Department of Defense announced that the United States has completed its withdrawal from Afghanistan. On August 30, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock Afghan time tonight, the last batch of US troops left Kabul Airport.\"</p><p><b>Tropical Storm Ida makes landfall, millions of homes in the United States without power</b></p><p>According to local media reports in the United States on August 30th, Category 4 hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms in two states were shut down in an emergency, and more than 1.3 million homes and businesses were without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple's stock price hits record high, with a market value of over $2.5 trillion</b></a></p><p>Apple closed up 3.04%, the largest one-day increase since March this year, setting a record high of US $153.12. The latest total market value exceeded US $2.5 trillion, reaching US $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC chairman says'order flow 'trading may be banned, Robinhood dives late</b></a></p><p>At the end of Monday local time, Barron's published an exclusive interview with SEC Chairman Gensler, in which when talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there is an endogenous conflict of interest in such behavior, and the option of introducing a ban is \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>Rumors that iPhone 13 supports satellite communications trigger global satellite surges by more than 64%</b></a></p><p>Since Tianfeng International analyst Ming-Chi Kuo stated in his latest report that Apple's new generation iPhone will support satellite communications, and according to baseband suppliers<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>It is inferred that Globalstar will become Apple's satellite supplier. Globalstar soared 64.34% on Monday, with a market value of US $4.1 billion. Globalstar currently deploys 24 communication satellites in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launching stock trading business</b></a></p><p>The payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the ability to trade cryptocurrencies last year, according to two sources familiar with the program.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple acquires classical music streaming platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming media service and headphone manufacturer, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new people, in 2018.</p><p><b>Denver accident same paragraph<a href=\"https://laohu8.com/S/BA\">boeing</a>777 passenger plane may not be able to go back to flight this year</b></p><p>According to media reports on August 30, after the Denver engine accident in February this year, dozens of United Boeing wide-body 777s will not be able to return to the market until at least early next year. The main reason is that the Federal Aviation Administration (FAA) is considering new go-around requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, the Google App Store, earned more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago showed that the revenue of Google Play, the Google App Store, in 2019 was $11.2 billion. This gives the first clear picture of Google's financial performance for this service.</p><p><b>Japan investigates Moderna vaccine deaths</b></p><p>After millions of doses of Moderna vaccine were suspended by the Japanese government due to contaminants, the Ministry of Health, Labour and Welfare said it was investigating two deaths related to the vaccines. 5%, then turned red for a while, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom video performance exceeds expectations, but slowing growth raises concerns</b></a></p><p>The report shows that Zoom's total revenue in the second quarter was US $1.0215 billion, an increase of 54% compared with US $663.5 million in the same period last year; Net profit was $317.1 million, compared with $186.0 million in the same period last year; Net profit attributable to the company's common shareholders was US $316.9 million, an increase of 71% compared to US $185.7 million in the same period last year. Zoom's second-quarter results beat Wall Street analysts' expectations, but its performance growth slowed compared to the previous quarter, causing its shares to fall sharply by more than 12% after hours.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Last night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLast night and this morning: NaPu reached a new high! Apple's market capitalization tops $2.5 trillion\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-31 07:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Summary:</b>The S&P and Nasdaq continued to hit record highs, and most technology leaders rose;<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock price hit a record high, with a market value of over 2.5 trillion US dollars; Chinese concept education stocks collectively rose; A rumor caused<a href=\"https://laohu8.com/S/GSAT\">Global Star</a>Skyrocketed 64%;<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Video performance exceeded expectations, but the slowdown in growth caused concerns, and it fell more than 12% after hours > > ><b>Overseas Market</b></p><p><b>Closing: S&P, Nasdaq continued to hit record highs, and most technology leaders rose</b></p><p>In Apple,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Driven by the collective rise of super weights, the Nasdaq and S&P 500 hit record highs on Monday, but the weakening of finance, energy and pro-cyclical concepts dragged down the Dow to close slightly lower. As of the close, the S&P 500 rose 0.43% to 4,528.79 points; The Nasdaq index rose 0.90% to 15265.89 points; The Dow Jones fell 0.16% to 35,399.84 points.</p><p><b>Chinese concept education stocks collectively rose, Gaotu and New Oriental rose more than 12%</b></p><p>Chinese concept stocks continued to follow policy fluctuations, and Chinese concept education stocks rose.<a href=\"https://laohu8.com/S/GOTU\">High Road</a>、<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Rose more than 12%,<a href=\"https://laohu8.com/S/TAL\">TAL</a>Up 5%; NetEase,<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Under the influence of the new policy on minor games, the opening fell sharply but recovered most of the losses during the day. As of the close, NetEase fell 3.39% and Bilibili fell 1.59%.</p><p><b>U.S. WTI crude oil closed 0.7% higher and gasoline futures rose 1.7%</b></p><p>U.S. crude oil and gasoline futures closed higher on Monday. Hurricane Ida has been downgraded to a tropical storm, and traders continue to focus on the disruption it causes to energy operations in the Gulf of Mexico region. West Texas Intermediate crude oil (WTI) futures for October delivery rose 47 cents, or 0.7%, to settle at $69.21 a barrel on the New York Mercantile Exchange.</p><p><b>Gold futures closed down 0.4% to hold the $1,800 mark</b></p><p>Gold futures closed lower on Monday but remained above the important $1,800 mark. Gold futures hit their highest settlement price in nearly four weeks last week. Gold futures for December delivery on the New York Mercantile Exchange fell $7.30, or 0.4%, to settle at $1,812.20 an ounce.</p><p><b>European stocks close slightly higher, eurozone consumer confidence index falls from record high</b></p><p>Market sentiment overall remains risky, and investors are still digesting the Federal Reserve Chairman's speech last Friday. The pan-European Stoxx 600 index closed up 0.34 points, or 0.07%, at 472.68 points; The German DAX30 index closed up 35.56 points, or 0.22%, at 15887.31 points; France's CAC40 index closed up 5.38 points, or 0.08%, at 6687.30 points.</p><p><b>International macro</b></p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Goldman Sachs expects 750,000 US tenant evictions after ban expires</b></a></p><p>Analysts at Goldman Sachs Group Inc. said landlords could evict about 750,000 U.S. households by the end of the year, as expiration of eviction moratoriums and high demand for rentals give landlords an incentive to evict tenants. Analysts estimated in their Aug. 29 report that as many as 3.5 million households are currently behind on rent, with a total arrears of up to $17 billion.</p><p><b>U.S. Department of Defense: The United States has completed its withdrawal from Afghanistan</b></p><p>The U.S. Department of Defense announced that the United States has completed its withdrawal from Afghanistan. On August 30, local time, Afghan Taliban spokesman Mujahid announced on social media: \"At 9 o'clock Afghan time tonight, the last batch of US troops left Kabul Airport.\"</p><p><b>Tropical Storm Ida makes landfall, millions of homes in the United States without power</b></p><p>According to local media reports in the United States on August 30th, Category 4 hurricane Ida has been gradually downgraded to a tropical storm after landing in Louisiana, USA on the 29th, and entered Mississippi on the 30th. Affected by the storm, hundreds of oil production platforms in two states were shut down in an emergency, and more than 1.3 million homes and businesses were without power.</p><p><b>Company News</b></p><p><a href=\"https://laohu8.com/NW/1128135952\" target=\"_blank\"><b>Apple's stock price hits record high, with a market value of over $2.5 trillion</b></a></p><p>Apple closed up 3.04%, the largest one-day increase since March this year, setting a record high of US $153.12. The latest total market value exceeded US $2.5 trillion, reaching US $2,535.2 billion.</p><p><a href=\"https://laohu8.com/NW/2163833471\" target=\"_blank\"><b>SEC chairman says'order flow 'trading may be banned, Robinhood dives late</b></a></p><p>At the end of Monday local time, Barron's published an exclusive interview with SEC Chairman Gensler, in which when talking about the controversial order flow business (retail brokerage firms sell customer transactions to specific market makers for execution), Gensler said that there is an endogenous conflict of interest in such behavior, and the option of introducing a ban is \"on the table\". As Robinhood Securities' revenue is highly dependent on this fee, the company plunged nearly 7% in late trading due to this news.</p><p><a href=\"https://laohu8.com/NW/1135985691\" target=\"_blank\"><b>Rumors that iPhone 13 supports satellite communications trigger global satellite surges by more than 64%</b></a></p><p>Since Tianfeng International analyst Ming-Chi Kuo stated in his latest report that Apple's new generation iPhone will support satellite communications, and according to baseband suppliers<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>It is inferred that Globalstar will become Apple's satellite supplier. Globalstar soared 64.34% on Monday, with a market value of US $4.1 billion. Globalstar currently deploys 24 communication satellites in low Earth orbit.</p><p><a href=\"https://laohu8.com/NW/1148628519\" target=\"_blank\"><b>Payments giant Paypal explores launching stock trading business</b></a></p><p>The payments giant reportedly<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>The launch of a possible stock trading platform is being explored. PayPal has been exploring ways to let users trade individual stocks after launching the ability to trade cryptocurrencies last year, according to two sources familiar with the program.</p><p><a href=\"https://laohu8.com/NW/2163204835\" target=\"_blank\"><b>Apple acquires classical music streaming platform Primephonic</b></a><b></b></p><p>Apple announced on Monday that it had reached an acquisition agreement with Primephonic, a classical music streaming platform, but did not disclose the specific transaction amount. This is also the latest layout in the music field after the company bought Beats, a streaming media service and headphone manufacturer, for $3 billion in 2014, Shazam, a music recognition service, in 2017, and Platoon, an artist entrepreneurial platform aimed at discovering new people, in 2018.</p><p><b>Denver accident same paragraph<a href=\"https://laohu8.com/S/BA\">boeing</a>777 passenger plane may not be able to go back to flight this year</b></p><p>According to media reports on August 30, after the Denver engine accident in February this year, dozens of United Boeing wide-body 777s will not be able to return to the market until at least early next year. The main reason is that the Federal Aviation Administration (FAA) is considering new go-around requirements for specific aircraft models.</p><p><a href=\"https://laohu8.com/NW/2163835589\" target=\"_blank\"><b>Court documents: Google Play, the Google App Store, earned more than $10 billion in revenue in a year</b></a></p><p>A court document released a few days ago showed that the revenue of Google Play, the Google App Store, in 2019 was $11.2 billion. This gives the first clear picture of Google's financial performance for this service.</p><p><b>Japan investigates Moderna vaccine deaths</b></p><p>After millions of doses of Moderna vaccine were suspended by the Japanese government due to contaminants, the Ministry of Health, Labour and Welfare said it was investigating two deaths related to the vaccines. 5%, then turned red for a while, but finally closed down 3.02%.</p><p><a href=\"https://laohu8.com/NW/1138065785\" target=\"_blank\"><b>Zoom video performance exceeds expectations, but slowing growth raises concerns</b></a></p><p>The report shows that Zoom's total revenue in the second quarter was US $1.0215 billion, an increase of 54% compared with US $663.5 million in the same period last year; Net profit was $317.1 million, compared with $186.0 million in the same period last year; Net profit attributable to the company's common shareholders was US $316.9 million, an increase of 71% compared to US $185.7 million in the same period last year. Zoom's second-quarter results beat Wall Street analysts' expectations, but its performance growth slowed compared to the previous quarter, causing its shares to fall sharply by more than 12% after hours.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指","PSQ":"做空纳斯达克100指数ETF-ProShares","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","QLD":"2倍做多纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","AAPL":"苹果","QID":"两倍做空纳斯达克指数ETF-ProShares","TQQQ":"纳指三倍做多ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173867201","content_text":"摘要：标普、纳指续刷历史新高，科技龙头多数走高；苹果股价创历史新高，市值超2.5万亿美元；中概教育股集体走高；一则传闻引发全球星暴涨64%；Zoom视讯业绩超预期，但增速放缓引发担忧，盘后大跌逾12%>>>\n\n海外市场\n收盘：标普、纳指续刷历史新高，科技龙头多数走高\n在苹果、谷歌等超级权重集体拉升带动下，纳指和标普500指数周一再创历史新高，不过金融、能源以及顺周期概念走弱拖累道指小幅收跌。截至收盘，标普500指数涨0.43%，报4528.79点；纳斯达克指数涨0.90%，报15265.89点；道琼斯指数跌0.16%，报35399.84点。\n中概教育股集体走高，高途、新东方涨超12%\n中概股继续跟随政策面波动，中概教育股走高，高途、新东方涨超12%，好未来涨5%；网易、哔哩哔哩在未成年人游戏新政影响下开盘大跌但日内收复大部分跌幅，截止收盘，网易跌3.39%，哔哩哔哩跌1.59%。\n美国WTI原油收高0.7% 汽油期货上涨1.7%\n美国原油和汽油期货周一收高。飓风艾达已被降级为热带风暴，交易员继续关注其对墨西哥湾地区能源运营造成的干扰。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨47美分，涨幅0.7%，收于每桶69.21美元。\n黄金期货收跌0.4% 守住1800美元关口\n黄金期货周一收低，但仍保持在重要的1800美元关口上方。上周黄金期货创近四个星期以来的最高结算价。纽约商品交易所12月交割的黄金期货价格下跌7.30美元，跌幅0.4%，收于每盎司1812.20美元。\n欧洲股市小幅收高 欧元区消费者信心指数自纪录高点回落\n市场情绪整体维持冒险，投资者仍在消化美联储主席上周五的讲话。泛欧斯托克600指数收涨0.34点，涨幅0.07%，报472.68点；德国DAX30指数收盘上涨35.56点，涨幅0.22%，报15887.31点；法国CAC40指数收盘上涨5.38点，涨幅0.08%，报6687.30点。\n国际宏观\n高盛预计禁令到期后美国将有75万户房客被驱逐\n高盛集团分析师表示，到今年年底，房东可能驱逐约75万户美国家庭，因为驱逐禁令到期和租房需求旺盛给房东带来驱逐房客的动力。分析师在8月29日的报告中估计，目前有高达350万户家庭拖欠房租，拖欠总额高达170亿美元。\n美国国防部：美国已完成从阿富汗撤军行动\n美国国防部宣布，美国已完成从阿富汗撤军行动。当地时间8月30日，阿富汗塔利班发言人穆贾希德在社交媒体上宣布：“阿富汗时间今晚9点，最后一批美军离开喀布尔机场。”\n热带风暴“艾达”登陆美国 百万户家庭断电\n据美国当地媒体8月30日报道，4级飓风“艾达”于29日登陆美国路易斯安那州后已经逐渐降级为热带风暴，并于30日进入密西西比州。受风暴影响，两个州数百个石油生产平台紧急关闭，130多万户家庭和企业断电。\n公司新闻\n苹果股价创历史新高，市值超2.5万亿美元\n苹果收涨3.04%，创下今年3月以来最大单日涨幅，报153.12美元刷新历史新高，最新总市值超25000亿美元，达25352亿美元。\nSEC主席表示可能禁止“订单流”交易 Robinhood尾盘跳水\n当地时间周一尾盘，《巴伦周刊》刊发了SEC主席詹斯勒的专访，其中在谈及备受争议的订单流业务时（零售经纪券商将客户交易卖给特定做市商执行），詹斯勒表示这类行为存在内生的利益冲突，且出台禁令的选项“在台面上”。由于罗宾汉证券营收高度依赖这笔费用，受此消息影响公司尾盘跳水近7%。\niPhone 13支持卫星通讯传闻引发全球星暴涨逾64%\n由于天风国际分析师郭明錤在最新报告中表示苹果新一代iPhone将支持卫星通讯，且根据基带供应商高通推断出Globalstar将成为苹果卫星供应商，全球星周一暴涨64.34%，市值达到41亿美元。目前Globalstar在近地轨道部署了24颗通讯卫星。\n支付巨头Paypal探索推出股票交易业务\n据报道，支付巨头PayPal正在探索推出一种可能的股票交易平台。据熟悉该计划的两位消息人士透露，在去年推出交易加密货币的功能后，PayPal一直在探索让用户交易个股的方法。\n苹果收购古典乐流媒体平台Primephonic\n苹果公司周一发布公告称，公司已经与古典乐流媒体平台Primephonic达成收购协议，不过并未披露具体的交易金额。这也是公司2014年以30亿美元买下流媒体服务和耳机制造商Beats， 2017年买下音乐识别服务Shazam，2018年收购了旨在发掘新人的艺术家创业平台Platoon后在音乐领域的最新布局。\n丹佛事故同款波音777客机年内恐无法复飞\n据媒体8月30日报道，在今年二月丹佛引擎事故后，美联航几十架波音宽体777客机至少要等到明年初才有可能重新回归市场，主要原因是美国联邦航空管理局（FAA）正在考虑对特定机型提出新的复飞要求。\n法庭文件：谷歌应用商店Google Play一年的营收超过100亿美元\n日前公布的一份法庭文件显示，谷歌应用商店Google Play在2019年的营收为112亿美元。这让人们首次清楚地了解谷歌这项服务的财务业绩。\n日本调查Moderna疫苗致死事件\n继上百万剂Moderna疫苗因出现污染物被日本政府叫停接种后，厚生劳动省表示正在调查两件与这批疫苗有关的死亡事件，该消息使得Moderna股价大幅震荡，周一开盘后一度跌逾5%，随后一度翻红，但最终收跌3.02%。\nZoom视讯业绩超预期 但增速放缓引发担忧\n报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。","news_type":1,"symbols_score_info":{"QLD":0.9,"PSQ":0.9,"QID":0.9,"MNQmain":0.9,".IXIC":0.9,"03086":0.9,".SPX":0.9,"QQQ":0.9,"AAPL":0.9,"SQQQ":0.9,"TQQQ":0.9,".DJI":0.9,"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837778680,"gmtCreate":1629932405740,"gmtModify":1676530173327,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837778680","repostId":"1161874729","repostType":4,"repost":{"id":"1161874729","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":1629901306,"share":"https://ttm.financial/m/news/1161874729?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:21","market":"other","language":"zh","title":"Bank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1161874729","media":"老虎资讯综合","summary":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","content":"<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The target price was raised to $148, a potential increase of 49% from Tuesday's closing price of $99.12, and it is optimistic about its long-term earnings prospects.</p><p>Chinese concept stocks collectively pulled back today, and Pinduoduo is now down more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Bank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook</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\">\nBank of America raises Pinduoduo price target to $148, bullish on its long-term earnings outlook\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-25 22:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On August 25, Bank of America will<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The target price was raised to $148, a potential increase of 49% from Tuesday's closing price of $99.12, and it is optimistic about its long-term earnings prospects.</p><p>Chinese concept stocks collectively pulled back today, and Pinduoduo is now down more than 1% to $97.5.</p><p><img src=\"https://static.tigerbbs.com/d8e54f39c6b75b2fe9df5d5fde563b86\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161874729","content_text":"8月25日，美银将拼多多目标价上调至148美元，较周二99.12美元的收盘价有49％的潜在升幅，看好其长期盈利前景。\n中概股今日集体回调，拼多多现跌超1%，报97.5美元。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898072026,"gmtCreate":1628465988265,"gmtModify":1703506367273,"author":{"id":"4088296979073510","authorId":"4088296979073510","name":"龙腾虎跃168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088296979073510","idStr":"4088296979073510"},"themes":[],"htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898072026","repostId":"1104436912","repostType":4,"repost":{"id":"1104436912","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":1628393732,"share":"https://ttm.financial/m/news/1104436912?lang=en_US&edition=fundamental","pubTime":"2021-08-08 11:35","market":"hk","language":"zh","title":"Tencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped","url":"https://stock-news.laohu8.com/highlight/detail?id=1104436912","media":"老虎资讯综合","summary":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分","content":"<p>August 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Microvision is undergoing large-scale personnel optimization, and the employee reduction ratio is close to 70%. Some employees have been dismissed, some employees have been asked to work (internal job transfer), and some teams will be merged into other departments.</p><p>In addition, due to the need to maintain minimum operations, most of Microvision's external launches have also been stopped. \"Internal means not to continue investing unless there are unconsumed projects,\" said a backbone inside Microvision. Tencent Weishi is a short video creation platform and sharing community owned by Tencent. In September 2020, Weishi's DAU officially exceeded 40 million. (Interface News)</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>Tencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped</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\">\nTencent Microvision is about to drastically reduce its staff, and a large number of external launches have been stopped\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-08 11:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>August 8th,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Microvision is undergoing large-scale personnel optimization, and the employee reduction ratio is close to 70%. Some employees have been dismissed, some employees have been asked to work (internal job transfer), and some teams will be merged into other departments.</p><p>In addition, due to the need to maintain minimum operations, most of Microvision's external launches have also been stopped. \"Internal means not to continue investing unless there are unconsumed projects,\" said a backbone inside Microvision. Tencent Weishi is a short video creation platform and sharing community owned by Tencent. In September 2020, Weishi's DAU officially exceeded 40 million. (Interface News)</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104436912","content_text":"8月8日讯，腾讯微视正在进行大规模人员优化，员工裁减比例接近70%。其中部分员工被辞退，部分员工被要求活水（内部职位调岗），部分团队合将并入其它部门。\n此外，因为保持最低限度运营的需求，微视的绝大部分对外投放也已经停止。“内部的意思是不继续投入了，除非还有没消耗完的项目”，微视内部一位基干表示。腾讯微视是腾讯旗下短视频创作平台与分享社区，2020年9月，微视DAU正式超过4000万。 (界面新闻)","news_type":1,"symbols_score_info":{"QNETCN":0.9,"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":1772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}