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2021-08-27
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singba
2021-08-27
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Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats
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10:21","market":"sh","language":"zh","title":"Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats","url":"https://stock-news.laohu8.com/highlight/detail?id=2162862012","media":"同花顺财经","summary":"这是台积电年内首度全面涨价，涨价范围包含7纳米及5纳米的先进制程芯片，涨幅约7%至9%，其余成熟制程代工芯片涨幅约20%，提价将在今年晚些时候或明年生效。 ...","content":"<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p> <strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>","source":"tonghuashun","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>Up to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats</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\">\nUp to 20%! TSMC chips plan to raise prices in an all-round way, consumer electronics prices or rising boats\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">同花顺财经</strong><span class=\"h-time small\">2021-08-27 10:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><div>The chip shortage that has lasted for more than half a year has not been well alleviated so far, and semiconductor manufacturers have been \"forced\" to start raising the ex-factory price of chips, which may lead to the price increase of consumer electronics products.</p><p>According to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>It is planned to increase the price of state-of-the-art process chips (7nm, 5nm) by about 10%, while mature process chips used by customers such as automakers will increase by about 20%. The price increases will overall take effect later this year or next year.</p><p>Driven by this news, TSMC rose by 1.5% in Taiwan Province stock market yesterday, the fourth consecutive day of rise; TSMC's U.S. stocks also rose nearly 1% overnight.</p><p>At a time when the global chip shortage is intensifying, analysts point out that TSMC's price increase has two purposes. In the short term, high-priced chips will suppress demand, preserving supply for customers who have no other choice. In the long run, price increases will help boost TSMC's revenue, and thus invest more aggressively in new capacity.</p><p>AndrewLu, a semiconductor analyst at Sinolink Securities, pointed out that the price increase will help TSMC maintain profit margins. TSMC's huge capital budget has been excessively invested in state-of-the-art process chips, losing market share in mature process chips. TSMC's move is taking advantage of the trend to make up for improper allocation of capital expenditures.</p><p>Bernstein analysts also expressed a similar view, and the price increase may push TSMC to achieve good results in the first quarter of next year. It expects that TSMC's revenue in Q1 next year will improve by 10% to 15% year-on-year, and its profit will improve by 20% to 30%.</p><p> <strong>The price increase will affect all TSMC customers and eventually transmit to the consumer side</strong></p><p>In addition to the impact of price increase on TSMC itself, investors are more concerned about the impact on the market side.</p><p>According to people familiar with the matter, the price increase will affect all TSMC customers, including long-term partners. TSMC usually negotiates with customers in August or September on the price of products delivered next year.</p><p>According to the Wall Street Journal's analysis, the impact of TSMC's price increase on the supply chain may eventually be transmitted to consumers next year, unless electronic manufacturers decide to digest higher chip costs internally.</p><p>It is worth noting that,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is one of TSMC's largest customers. The chip used in iPhone is an advanced process microprocessor produced by TSMC OEM. At present, it is uncertain how much impact this price increase will have on Apple.</p><p>But in fact, Apple gave the market a \"vaccination\" in advance as early as the third quarter financial report meeting, and the chip shortage will affect the production of iPhone from July to September.</p><p>It is also worth mentioning that TSMC usually provides discounts to big customers regularly, but TSMC CEO Wei Zhejia told customers in March that the discounts will be cancelled from the end of this year.</p><p>Wei Zhejia said that TSMC is facing rising costs due to rising raw material prices and to expand production capacity and develop more advanced chips.</p><p><strong>follow<a href=\"https://laohu8.com/S/300033\">Flush</a>Finance (ths518), Get More Opportunities</strong></p><p><span></span><div><span>Editor in charge: hl</span></div></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml\">同花顺财经</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":{"159732":"消费电子","159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://stock.10jqka.com.cn/usstock/20210827/c632214364.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2162862012","content_text":"持续了大半年的芯片荒至今没有得到很好的缓解，半导体生产商已经“被迫”开始上调芯片出厂价，此举或将导致消费电子产品涨价。 据华尔街日报援引知情人士透露，台积电计划将最先进制程芯片(7纳米、5纳米)的价格上调约10%，而汽车制造商等客户使用的成熟制程芯片将上调约20%。提价总体将在今年晚些时候或明年生效。 受此消息推动，昨日台积电在台湾股市上涨1.5%，为连续第四日上涨；隔夜台积电美股同样涨近1%。 在全球芯片短缺局面加剧之际，分析师指出此次台积电涨价有两个目的。短期内，高价芯片会压制需求，为没有其他选择的客户保留供应。而从长远来看，提价有助于提升台积电营收，并以此更有“侵略性”(aggressively)地投资新产能。 Sinolink Securities半导体分析师AndrewLu指出，提价将有助于台积电为维持利润率。台积电庞大的资本预算被过多地投入到最先进制程芯片上，在成熟制程芯片领域损失了市场份额。台积电此举是顺势而为，以弥补资本支出分配不当。 Bernstein分析师也表达了类似的看法，提价有可能推动台积电在明年一季度取得不错的业绩。其预计，台积电明年Q1营收将同比提高10%至15%，利润将提高20%至30%。 提价将会影响所有台积电客户 最终传导至消费端 除了提价对台积电本身的影响，投资者更关心的是对市场端的影响。 据知情人士表示，涨价将会影响到所有台积电的客户，包括长期伙伴。而台积电通常会在8月或者9月就下一年交付产品价格与客户谈判。 华尔街日报对此分析称，台积电涨价对供应链产生的影响，最终可能在明年传导至消费者身上，除非电子产品厂商决定内部消化更高的芯片成本。 值得注意的是，苹果是台积电最大的客户之一。iPhone使用的芯片是台积电代工生产的先进制程微处理器，目前暂时无法确定此次涨价对苹果产生多大的影响。 但其实苹果早在三季度财报会议上就给市场提前打了“预防针”，芯片短缺将影响7-9月iPhone的生产。 另外值得一提的是，台积电通常会定期为大客户提供折扣优惠，但台积电CEO魏哲家曾在3月份告知客户，从今年年底开始，折扣将被取消。 魏哲家表示，由于原材料价格上涨，以及为了扩大产能、研发更先进的芯片，台积电正面临成本上升的问题。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：hl","news_type":1,"symbols_score_info":{"159732":1,"159813":1,"EWT":0.6,"TSM":1,"03145":0.6,"TWmain":1}},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819315127,"gmtCreate":1630033823669,"gmtModify":1676530206326,"author":{"id":"4090379924892380","authorId":"4090379924892380","name":"singba","avatar":"https://static.tigerbbs.com/e35ce36ef3ec9f62f5478c6539d9afa3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090379924892380","authorIdStr":"4090379924892380"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819315127","repostId":"2162161090","repostType":4,"repost":{"id":"2162161090","kind":"highlight","pubTimestamp":1630013709,"share":"https://ttm.financial/m/news/2162161090?lang=en_US&edition=fundamental","pubTime":"2021-08-27 05:35","market":"hk","language":"zh","title":"Foreign Media Headlines: Two main hawks of the Federal Reserve call for early start of reducing size","url":"https://stock-news.laohu8.com/highlight/detail?id=2162161090","media":"新浪财经","summary":" 在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。 圣路易斯联储行长James Bullard在周四接受采访时呼应了这一观点，称德尔塔毒株带来的影响可能正在触顶。 美联储主席鲍威尔将于周五在杰克逊霍尔央行年会上发表讲话。市场密切关注其是否会透露美联储何时开始削减资产购买。","content":"<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Despite the risk of Delta epidemic, the two main hawks of the Federal Reserve called for early reduction</b><b>2、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Global Fixed Income Chief Investment Officer: Record Highs in US Stocks are Reasonable Too Late for the Fed to Tighten Policy</b><b>3. Despite the S&P 500 Index hitting a record high in August, investors have increased defensive hedging</b><b>4. U.S. GDP growth in the second quarter was revised slightly upward to 6.6% to reflect stronger business investment and exports</b><b>5. iPhone 13 is released soon Foxconn will recruit 200,000 more workers before the end of September</b><b>6. Forbes announced the merger with SPAC and listed on the NYSE at the end of the year</b><img src=\"https://static.tigerbbs.com/468ade21e1d0ac9bd89072409d9cf706\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Despite the risk of Delta pandemic, the Fed's two main hawks have called for an early start of downsizing</b></p><p>On the eve of the Fed's annual Jackson Hole Symposium, two of the Fed's leading hawkish members urged policymakers to act quickly to slow the pace of asset purchases despite the risks posed by the Delta-related outbreak.</p><p>Esther George, president of the Kansas City Fed, said in an interview on Wednesday evening: \"I don't think this has changed my own considerations, which means that given the progress we've seen so far, it's time to start making these adjustments.\"</p><p>\"I think it's important to get started, and I'm willing to hear the debate on issues like the conditions related to the pace of bond purchases and when it will end,\" George said. \"But I have little interest in postponing that decision.\"</p><p>St. Louis Fed President James Bullard echoed that sentiment in an interview Thursday, saying the impact from the Delta strain may be peaking.</p><p>\"Some people on Wall Street seem to think the numbers are flipping on the Delta side,\" Bullard said. \"I don't know if we can say that, but it will peak at some point. The main message here is that the economy has learned to adapt to the pandemic.\"<img src=\"https://static.tigerbbs.com/c57f0e6ec780d78d448b2f1baa71e4f2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>BlackRock Global Fixed Income Chief Investment Officer: Record Highs in U.S. Stocks are Reasonable Too Late for the Fed to Tighten Policy</b></p><p>Rick Rieder, BlackRock's global fixed income chief investment officer, said Thursday that strong earnings and cash flows from major companies mean U.S. stocks should be able to maintain record highs.</p><p>Rieder said he's not worried about the level of the stock market after a dramatic rally over the past year and a half.</p><p>\"Actually, I don't think the stock market is high at all. I mean, looking at some businesses, free cash flow yields are very high,\" he said.</p><p>Federal Reserve Chair Powell will speak at the central bank's annual meeting at Jackson Hole on Friday. The market is watching closely to see if it will reveal when the Fed will start cutting asset purchases. Rieder said he believes the Fed is too late to tighten monetary policy and should try to accelerate the pace of rate hike. Many investors currently believe that the rate hike will happen in 2023.<img src=\"https://static.tigerbbs.com/069ecbef23aa1baa9466e6f286b2afb0\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Investors ramp up defensive hedging despite the S&P 500 hitting record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the outlook for the market. No wonder some investors are increasing defensive hedging.</p><p>Just look at stock options. The cost of three-month puts versus calls on the S&P 500 has been rising since late June and is already above the five-year average.</p><p>U.S. small-cap stocks-usually more closely related to the economic cycle-are poised to underperform for the longest time since 2011 relative to large-cap stocks.</p><p>These are signs that investors pursuing risky assets are increasing defensive hedging as the Delta strain spreads and Fed policymakers discuss downsizing at a Jackson Hole symposium.</p><p>Francesco Sandrini, senior multi-asset strategist at Amundi, said in an interview, \"We remain committed to risky assets, but hedging measures are in place because while macroeconomic conditions remain resilient, some issues may hinder very high valuations. We think this environment is very fragile. There is no doubt that the monetary environment is affecting economic growth.\"<img src=\"https://static.tigerbbs.com/21f663b0dadadb9716be707721ec594d\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>U.S. GDP growth was revised slightly upward to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated.</p><p>Inflation-adjusted gross domestic product (GDP) grew at an annual rate of 6.6% in the second quarter, according to data released by the U.S. Commerce Department on Thursday. Consumer spending rose 11.9%.</p><p>The median media survey estimate was revised upward to a growth of 6.7%.</p><p>The report also includes second-quarter corporate profits. Pre-tax corporate profit increased by 9.2% quarter-on-quarter and 43.4% year-on-year.</p><p>While the data shows that the economy maintained strong growth towards the end of the first half, supply and labour constraints still pose economic headwinds. Recent data showed a slowdown in retail sales and residential construction, while the rapid spread of the outbreak caused by the Delta strain has left the demand outlook facing more uncertainty.<img src=\"https://static.tigerbbs.com/a988cc4a5dfcaf87b93258e4d69489ef\" tg-width=\"630\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>iPhone 13 is released soon Foxconn to recruit 200,000 more workers before the end of September</b></p><p>According to reports, due to the imminent release of iPhone 13, Wang Xue, deputy general manager of Foxconn's Zhengzhou factory, said recently that before the end of September, Foxconn needs to recruit an additional 200,000 workers to meet the production demand.</p><p>Wang Xue said in an interview that getting more manpower has always been the \"biggest bottleneck\" of Foxconn's Zhengzhou factory. The facility can accommodate up to 350,000 assembly workers and produce up to 500,000 smartphones per day.</p><p>Usually,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Every year, the autumn new product launch event is held in September to release the new generation of iPhone. Last week, investment bank Wedbush Securities predicted that this year Apple would release the iPhone 13 in the third week of September.</p><p>To do so, Foxconn needs an additional 200,000 workers by the end of September. Wang Xue said that at the current recruitment rate, he is confident that he will achieve the staffing goal. In addition to the introduction of a new fast-track recruitment mechanism, Foxconn's recruitment plan is also supported by local governments. In addition, Foxconn is also conducting COVID-19 testing on site to ensure personal safety.<img src=\"https://static.tigerbbs.com/3b15f35c04e32d92f229a7cd25e17add\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Forbes Announces Merger with SPAC Listing on NYSE at Year End</b></p><p>Forbes Global Media Holdings, a longstanding US business news and information publisher, today announced plans to go public through a merger with a \"special purpose acquisition company\" (SPAC).</p><p>Forbes said it would merge with Magnum Opus. After deducting tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close by the end of the fourth quarter of this year or the beginning of the first quarter of next year.</p><p>Upon completion of the deal, Forbes will trade on the New York Stock Exchange under the ticker symbol \"FRBS.\" The company's existing management team will remain, including CEO Mike Federle. Forbes said the new combined company will announce new board members at a later date.</p>","source":"highlight_sina","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>Foreign Media Headlines: Two main hawks of the Federal Reserve call for early start of reducing size</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\">\nForeign Media Headlines: Two main hawks of the Federal Reserve call for early start of reducing size\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-27 05:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The headlines that the global financial media paid common attention to last night and this morning mainly include:</b></p><p><b>1. Despite the risk of Delta epidemic, the two main hawks of the Federal Reserve called for early reduction</b><b>2、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Global Fixed Income Chief Investment Officer: Record Highs in US Stocks are Reasonable Too Late for the Fed to Tighten Policy</b><b>3. Despite the S&P 500 Index hitting a record high in August, investors have increased defensive hedging</b><b>4. U.S. GDP growth in the second quarter was revised slightly upward to 6.6% to reflect stronger business investment and exports</b><b>5. iPhone 13 is released soon Foxconn will recruit 200,000 more workers before the end of September</b><b>6. Forbes announced the merger with SPAC and listed on the NYSE at the end of the year</b><img src=\"https://static.tigerbbs.com/468ade21e1d0ac9bd89072409d9cf706\" tg-width=\"500\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Despite the risk of Delta pandemic, the Fed's two main hawks have called for an early start of downsizing</b></p><p>On the eve of the Fed's annual Jackson Hole Symposium, two of the Fed's leading hawkish members urged policymakers to act quickly to slow the pace of asset purchases despite the risks posed by the Delta-related outbreak.</p><p>Esther George, president of the Kansas City Fed, said in an interview on Wednesday evening: \"I don't think this has changed my own considerations, which means that given the progress we've seen so far, it's time to start making these adjustments.\"</p><p>\"I think it's important to get started, and I'm willing to hear the debate on issues like the conditions related to the pace of bond purchases and when it will end,\" George said. \"But I have little interest in postponing that decision.\"</p><p>St. Louis Fed President James Bullard echoed that sentiment in an interview Thursday, saying the impact from the Delta strain may be peaking.</p><p>\"Some people on Wall Street seem to think the numbers are flipping on the Delta side,\" Bullard said. \"I don't know if we can say that, but it will peak at some point. The main message here is that the economy has learned to adapt to the pandemic.\"<img src=\"https://static.tigerbbs.com/c57f0e6ec780d78d448b2f1baa71e4f2\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>BlackRock Global Fixed Income Chief Investment Officer: Record Highs in U.S. Stocks are Reasonable Too Late for the Fed to Tighten Policy</b></p><p>Rick Rieder, BlackRock's global fixed income chief investment officer, said Thursday that strong earnings and cash flows from major companies mean U.S. stocks should be able to maintain record highs.</p><p>Rieder said he's not worried about the level of the stock market after a dramatic rally over the past year and a half.</p><p>\"Actually, I don't think the stock market is high at all. I mean, looking at some businesses, free cash flow yields are very high,\" he said.</p><p>Federal Reserve Chair Powell will speak at the central bank's annual meeting at Jackson Hole on Friday. The market is watching closely to see if it will reveal when the Fed will start cutting asset purchases. Rieder said he believes the Fed is too late to tighten monetary policy and should try to accelerate the pace of rate hike. Many investors currently believe that the rate hike will happen in 2023.<img src=\"https://static.tigerbbs.com/069ecbef23aa1baa9466e6f286b2afb0\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Investors ramp up defensive hedging despite the S&P 500 hitting record highs in August</b></p><p>The S&P 500 has closed at a record high for 10 days in August, but strategists are divided on the outlook for the market. No wonder some investors are increasing defensive hedging.</p><p>Just look at stock options. The cost of three-month puts versus calls on the S&P 500 has been rising since late June and is already above the five-year average.</p><p>U.S. small-cap stocks-usually more closely related to the economic cycle-are poised to underperform for the longest time since 2011 relative to large-cap stocks.</p><p>These are signs that investors pursuing risky assets are increasing defensive hedging as the Delta strain spreads and Fed policymakers discuss downsizing at a Jackson Hole symposium.</p><p>Francesco Sandrini, senior multi-asset strategist at Amundi, said in an interview, \"We remain committed to risky assets, but hedging measures are in place because while macroeconomic conditions remain resilient, some issues may hinder very high valuations. We think this environment is very fragile. There is no doubt that the monetary environment is affecting economic growth.\"<img src=\"https://static.tigerbbs.com/21f663b0dadadb9716be707721ec594d\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>U.S. GDP growth was revised slightly upward to 6.6% in the second quarter to reflect stronger business investment and exports</b></p><p>U.S. economic growth was revised slightly upward in the second quarter, reflecting stronger business investment and exports than initially estimated.</p><p>Inflation-adjusted gross domestic product (GDP) grew at an annual rate of 6.6% in the second quarter, according to data released by the U.S. Commerce Department on Thursday. Consumer spending rose 11.9%.</p><p>The median media survey estimate was revised upward to a growth of 6.7%.</p><p>The report also includes second-quarter corporate profits. Pre-tax corporate profit increased by 9.2% quarter-on-quarter and 43.4% year-on-year.</p><p>While the data shows that the economy maintained strong growth towards the end of the first half, supply and labour constraints still pose economic headwinds. Recent data showed a slowdown in retail sales and residential construction, while the rapid spread of the outbreak caused by the Delta strain has left the demand outlook facing more uncertainty.<img src=\"https://static.tigerbbs.com/a988cc4a5dfcaf87b93258e4d69489ef\" tg-width=\"630\" tg-height=\"374\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>iPhone 13 is released soon Foxconn to recruit 200,000 more workers before the end of September</b></p><p>According to reports, due to the imminent release of iPhone 13, Wang Xue, deputy general manager of Foxconn's Zhengzhou factory, said recently that before the end of September, Foxconn needs to recruit an additional 200,000 workers to meet the production demand.</p><p>Wang Xue said in an interview that getting more manpower has always been the \"biggest bottleneck\" of Foxconn's Zhengzhou factory. The facility can accommodate up to 350,000 assembly workers and produce up to 500,000 smartphones per day.</p><p>Usually,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Every year, the autumn new product launch event is held in September to release the new generation of iPhone. Last week, investment bank Wedbush Securities predicted that this year Apple would release the iPhone 13 in the third week of September.</p><p>To do so, Foxconn needs an additional 200,000 workers by the end of September. Wang Xue said that at the current recruitment rate, he is confident that he will achieve the staffing goal. In addition to the introduction of a new fast-track recruitment mechanism, Foxconn's recruitment plan is also supported by local governments. In addition, Foxconn is also conducting COVID-19 testing on site to ensure personal safety.<img src=\"https://static.tigerbbs.com/3b15f35c04e32d92f229a7cd25e17add\" tg-width=\"550\" tg-height=\"368\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>Forbes Announces Merger with SPAC Listing on NYSE at Year End</b></p><p>Forbes Global Media Holdings, a longstanding US business news and information publisher, today announced plans to go public through a merger with a \"special purpose acquisition company\" (SPAC).</p><p>Forbes said it would merge with Magnum Opus. After deducting tax benefits, the deal is worth the company approximately $630 million (enterprise value). The deal is expected to close by the end of the fourth quarter of this year or the beginning of the first quarter of next year.</p><p>Upon completion of the deal, Forbes will trade on the New York Stock Exchange under the ticker symbol \"FRBS.\" The company's existing management team will remain, including CEO Mike Federle. Forbes said the new combined company will announce new board members at a later date.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqciyzm3843601.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21f663b0dadadb9716be707721ec594d","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF-ProShares","OEX":"标普100","QID":"两倍做空纳斯达克指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-27/doc-ikqciyzm3843601.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162161090","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码 \n\n\n2、贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚 \n\n\n3、尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲 \n\n\n4、美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口 \n\n\n5、iPhone 13发布在即 富士康9月底前要再招聘20万工人 \n\n\n6、福布斯宣布与SPAC合并 年底在纽交所上市\n\n尽管德尔塔疫情风险当头 美联储两名主要鹰派呼吁尽早启动减码\n在美联储一年一度的杰克逊霍尔研讨会召开前夕，两位美联储主要鹰派成员敦促决策者迅速采取行动放慢资产购买步伐，尽管德尔塔毒株相关疫情带来了风险。\n堪萨斯城联储行长Esther George周三晚间接受采访时称：“我认为这没有改变我本人的考量，也就是说鉴于我们迄今所看到的进展，现在是时候开始进行这些调整了。”\n“我认为重要的是启动起来，我愿意听到关于购债速度相关的条件和何时结束等问题的辩论，”George说道。“但我对推迟这个决定兴趣不大。”\n圣路易斯联储行长James Bullard在周四接受采访时呼应了这一观点，称德尔塔毒株带来的影响可能正在触顶。\n“一些华尔街人士似乎认为德尔塔方面的数字正在翻转，”Bullard说。“我不知道我们是否可以这么讲，但它会在某个时候触顶的。此处主要信息是经济已学会适应疫情。”贝莱德全球固收首席投资官：美股创新高是合理的 联储收紧政策为时已晚\n贝莱德全球固定收益首席投资官Rick Rieder周四表示，主要企业的强劲收益和现金流意味着美股应该能够维持创纪录的高位。\nRieder表示，在经历了过去一年半的戏剧性上涨之后，他并不担心股市的水平。\n“实际上，我认为股市根本不高。我的意思是，看看一些企业，自由现金流收益率非常高，”他说。\n美联储主席鲍威尔将于周五在杰克逊霍尔央行年会上发表讲话。市场密切关注其是否会透露美联储何时开始削减资产购买。Rieder表示，他认为美联储收紧货币政策为时已晚，应努力加快加息的步伐。目前许多投资者认为加息将在2023年发生。尽管标普500指数8月迭创新高 投资者却纷纷增加防御性对冲\n标普500指数在8月份已经有10天收盘创出纪录新高，但策略师们对于后市走势展望则产生分歧。难怪一些投资者正在增加防御性对冲。\n看看股票期权就明白了。标普500指数三个月看跌期权相对看涨期权的成本自6月底以来就一直在上升，并且已经高于五年平均水平。\n美国小盘股--通常与经济周期更为密切相关--相对于大盘股势将迎来自2011年以来的最长跑输局面。\n这些迹象表明，随着德尔塔毒株蔓延，并且美联储决策者在杰克逊霍尔研讨会上讨论减码，追捧风险资产的投资者正在增加防御性对冲。\n东方汇理高级多资产策略师Francesco Sandrini接受采访时表示，“我们继续致力于风险资产，但对冲措施已经到位，因为虽然宏观经济状况仍然具有韧性，但一些问题可能会阻碍非常高的估值。我们认为这种环境非常脆弱。毫无疑问，货币环境正在影响经济增长。”美国第二季度GDP增速略微上修至6.6% 以反映更强劲的商业投资和出口\n美国第二季度经济增速略微上修，反映商业投资和出口比初步估计更为强劲。\n美国商务部周四公布的数据显示，第二季度经通胀调整的国内生产总值（GDP）折合年率增长6.6%，初值为增长6.5%。消费者支出增长11.9%。\n媒体调查预估中值为上修至增长6.7%。\n该报告还包括第二季度企业利润情况。税前企业利润折合年率环比增长9.2%，同比增长43.4%。\n虽然该数据显示上半年临近尾声时经济保持了强劲增长，但供应和劳动力制约因素仍构成经济阻力。最近数据显示零售销售和住宅建设放缓，而德尔塔毒株造成疫情迅速扩散，使需求前景面临更多不确定性。iPhone 13发布在即 富士康9月底前要再招聘20万工人\n据报道，由于iPhone 13发布在即，富士康郑州工厂副总经理王雪日前表示，在9月底之前，富士康需要额外招聘20万工人才能满足生产需求。\n王雪在接受采访时称，获得更多人力，一直是富士康郑州工厂的“最大瓶颈”。该工厂可容纳多达35万名组装工人，每天可生产高达50万部智能手机。\n通常，苹果在每年的9月份举行秋季新品发布会，发布新一代iPhone手机。上周，投资银行Wedbush Securities预计，今年苹果将于9月的第三周发布iPhone 13。\n为此，富士康在9月底之前还需要额外20万名工人。王雪表示，以目前的招聘速度，他有信心完成人员配备目标。除了引入了新的快速招聘机制，富士康的招聘计划还得到了地方政府的支持。此外，富士康还在现场进行新冠肺炎病毒检测，以确保人身安全。福布斯宣布与SPAC合并 年底在纽交所上市\n历史悠久的美国商业新闻和信息出版商福布斯传媒（Forbes Global Media Holdings）今日宣布，计划通过与一家“特殊目的收购公司”（SPAC）合并的方式上市。\n福布斯称，将与Magnum Opus公司合并。扣除税收优惠后，这笔交易为公司价值约6.3亿美元（企业价值）。该交易预计于今年第四季度末或明年第一季度初完成。\n交易完成后，福布斯将在纽约证券交易所交易，股票代码为“FRBS”。公司现有的管理团队将留任，包括CEO迈克·费德勒（Mike Federle）。福布斯称，合并后的新公司将在晚些时候宣布新的董事会成员。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"MNQmain":0.9,"UPRO":0.9,"DXD":0.9,"DJX":0.9,"SQQQ":0.9,"OEX":0.9,"SSO":0.9,"ESmain":0.9,"QID":0.9,"NQmain":0.9}},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819312981,"gmtCreate":1630033748943,"gmtModify":1676530206140,"author":{"id":"4090379924892380","authorId":"4090379924892380","name":"singba","avatar":"https://static.tigerbbs.com/e35ce36ef3ec9f62f5478c6539d9afa3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090379924892380","authorIdStr":"4090379924892380"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819312981","repostId":"2162862012","repostType":2,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
