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xiaochoochoo
2023-06-14
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xiaochoochoo
2023-06-12
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xiaochoochoo
2023-06-11
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xiaochoochoo
2023-06-10
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xiaochoochoo
2023-06-09
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xiaochoochoo
2023-06-08
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xiaochoochoo
2023-06-07
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xiaochoochoo
2023-06-06
👍🏻😄😄😃💰💰💰🚘🚘💰😃😃😃😄
@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999
xiaochoochoo
2023-06-06
👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻
xiaochoochoo
2023-04-21
123
@狂牛四:星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 $恆生指數主連 2304(HSImain)$ $匯豐控股(00005)$ $金沙中國有限公司(01928)$ 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點
xiaochoochoo
2023-04-20
Luck
@狂牛四:星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 $恆生指數主連 2304(HSImain)$ $匯豐控股(00005)$ $金沙中國有限公司(01928)$ 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點
xiaochoochoo
2023-04-17
123
@Linghock:兩週前,阿里迎來了成立24年來最重要的一次變革,新的頂層設計架構調整之後,各業務集團和業務公司隨之推進組織變革。
xiaochoochoo
2023-04-15
good
Sorry, the original content has been removed
xiaochoochoo
2023-04-15
[微笑]
Bank of America: Favors AMD over Intel and gives the latter a "buy" rating
xiaochoochoo
2023-04-14
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
xiaochoochoo
2023-04-14
🚀🚀
@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher
xiaochoochoo
2023-03-27
[微笑]
xiaochoochoo
2023-03-15
🥵
SVB's collapse is afraid of becoming a "Bear Stearns moment"! Bloody crisis spreads overseas
xiaochoochoo
2023-03-15
🌹
Sorry, the original content has been removed
xiaochoochoo
2023-03-15
😁
The Silicon Valley Bank crisis is far from over! Analysts warn: The next few years may affect the global technology sector
Go to Tiger App to see more news
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Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start 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\n","listText":"星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 <a href=\"https://ttm.financial/FUT/HSImain\">$恆生指數主連 2304(HSImain)$</a> <a href=\"https://ttm.financial/S/00005\">$匯豐控股(00005)$</a> <a href=\"https://ttm.financial/S/01928\">$金沙中國有限公司(01928)$</a> 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點","text":"星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 $恆生指數主連 2304(HSImain)$ $匯豐控股(00005)$ $金沙中國有限公司(01928)$ 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944498355","isVote":1,"tweetType":2,"object":{"id":"2d9d79b990a346499c68e7d6338c9c14","tweetId":"9944498355","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/688f02d2243791581603892810/UbJaK3ntXLoA.mp4","poster":"https://community-static.tradeup.com/news/323aba392f08cc9f692cbef39aa2090d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944415421,"gmtCreate":1682005503664,"gmtModify":1682005507213,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"Luck","listText":"Luck","text":"Luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944415421","repostId":"9944498355","repostType":1,"repost":{"id":9944498355,"gmtCreate":1681988018477,"gmtModify":1681988951948,"author":{"id":"4140065559249792","authorId":"4140065559249792","name":"狂牛四","avatar":"https://community-static.tradeup.com/news/394d77b44b5fdb4bec2acb3c3aead373","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4140065559249792","idStr":"4140065559249792"},"themes":[],"title":"美團上升,獨力支持大市","htmlText":"\n \n \n 星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 <a href=\"https://ttm.financial/FUT/HSImain\">$恆生指數主連 2304(HSImain)$</a> <a href=\"https://ttm.financial/S/00005\">$匯豐控股(00005)$</a> <a href=\"https://ttm.financial/S/01928\">$金沙中國有限公司(01928)$</a> 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點\n \n","listText":"星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 <a href=\"https://ttm.financial/FUT/HSImain\">$恆生指數主連 2304(HSImain)$</a> <a href=\"https://ttm.financial/S/00005\">$匯豐控股(00005)$</a> <a href=\"https://ttm.financial/S/01928\">$金沙中國有限公司(01928)$</a> 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點","text":"星期四港股開市微跌,窄幅上落。恆生指數跌13點,國企指數升2點,科技指數跌3點。友邦保險跌1.76%,令指數跌29點。滙豐跌0.54%,令指數跌10點。澳門博彩股領升。金沙升3.3%,銀娛升3%,為升幅最大藍籌股,貢獻指數12點。A股開市跌8點。港股開市後由跌轉升,恆生指數微升,主因是美團升4.5,令指數升47點。相反友邦跌1.4%,令指數跌23點。美國電動車龍頭特斯拉首季盈利減23%,股價下跌。減價戰拖累汽車股。比亞迪跌1.3%,吉利跌1.1%。小鵬汽車跌7%,蔚萊跌4%,理想跌3.2%。金屬股跌,星期三升10% 的洛陽鉬業跌3.3%,贛峯鋰業跌2.6%,天齊鋰業跌2.7%。中國宏橋跌1.3%。中鋁跌2.1%。兗礦跌2.75%,中國神華跌1.74%。內房股偏軟,碧桂園跌2.7%,為跌幅最大藍籌股。龍湖跌1.9%,中國海外跌1.7%。上證綜合指數上午收市跌23點。港股窄幅上落,徘徊在升與跌之間。02恆生指數最低跌至20308點,跌59點。上午收市恆指升39點,國企指數升15點,科技指數升14點。成交505億元。 $恆生指數主連 2304(HSImain)$ $匯豐控股(00005)$ $金沙中國有限公司(01928)$ 下午港股變化不大,港股仍然窄幅上落。恆生指數微升點,美團一枝獨秀,升3.76%,令指數升38點。荷蘭政府再限制ASML出售光刻機給中國,芯片股上升。中芯國際升6%,為升幅最大藍籌股,令指數升11點。但上海復旦跌6.4%,華虹半導體升0.4%。友邦保險跌1.94%,拖累指數跌32點","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944498355","isVote":1,"tweetType":2,"object":{"id":"2d9d79b990a346499c68e7d6338c9c14","tweetId":"9944498355","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/688f02d2243791581603892810/UbJaK3ntXLoA.mp4","poster":"https://community-static.tradeup.com/news/323aba392f08cc9f692cbef39aa2090d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944388723,"gmtCreate":1681705425962,"gmtModify":1681705427971,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"123","listText":"123","text":"123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944388723","repostId":"9944952616","repostType":1,"repost":{"id":9944952616,"gmtCreate":1681686529535,"gmtModify":1681686534800,"author":{"id":"3586062021179531","authorId":"3586062021179531","name":"Linghock","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586062021179531","idStr":"3586062021179531"},"themes":[],"htmlText":"兩週前,阿里迎來了成立24年來最重要的一次變革,新的頂層設計架構調整之後,各業務集團和業務公司隨之推進組織變革。","listText":"兩週前,阿里迎來了成立24年來最重要的一次變革,新的頂層設計架構調整之後,各業務集團和業務公司隨之推進組織變革。","text":"兩週前,阿里迎來了成立24年來最重要的一次變革,新的頂層設計架構調整之後,各業務集團和業務公司隨之推進組織變革。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944952616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945532314,"gmtCreate":1681512685639,"gmtModify":1681512689051,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945532314","repostId":"1150662233","repostType":4,"isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945536571,"gmtCreate":1681512554994,"gmtModify":1681512558724,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945536571","repostId":"2327812125","repostType":4,"repost":{"id":"2327812125","kind":"news","pubTimestamp":1681481011,"share":"https://ttm.financial/m/news/2327812125?lang=en_US&edition=fundamental","pubTime":"2023-04-14 22:03","market":"us","language":"zh","title":"Bank of America: Favors AMD over Intel and gives the latter a \"buy\" rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2327812125","media":"智通财经","summary":"智通财经APP获悉,在第一季度财报季到来之际,美国银行表示,相比于英特尔,该行更青睐于AMD,因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级,同时予英特尔“跑输大盘”评级。与此同时,市场普遍预期英特尔第一季度销售额为112.2亿美元,但每股亏损0.14美元。分析师补充称,尽管英特尔的股价在过去几个交易日大幅上涨,但至少在2025年之前,该公司的服务器市场份额可能会继续输给AMD。","content":"<p><html><head></head><body>On April 14,, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS estimates by 6% and 38%, respectively.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America: Favors AMD over Intel and gives the latter a \"buy\" rating</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: Favors AMD over Intel and gives the latter a \"buy\" rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-04-14 22:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 14,, as the first-quarter earnings season approached, Bank of America said that compared with<a href=\"https://laohu8.com/S/INTC\">Intel</a>, the bank prefers the<a href=\"https://laohu8.com/S/AMD\">AMD</a>Because the latter may be subject to an acquisition<a href=\"https://laohu8.com/S/XLNX\">Xilinx</a>While benefiting from the industrial and automotive markets.</p><p><strong>Bank of America analyst Vivek Arya gave AMD a \"buy\" rating and Intel an \"underperform\" rating.</strong>Despite the troubles in the PC and data center segments, AMD could gain more than Intel later this year as AMD launches new products including Genoa server CPUs, analysts said.</p><p>Analysts said: \"Considering AMD's large contact with cloud computing vendors, which are expected to increase their investment in CPU/accelerator under the AI boom, we think AMD is in a better position on the whole. Its 5nm Genoa server CPU also has process node advantages and better multi-threading performance.\"</p><p>The current consensus estimate is that AMD will report revenue of $5.31 billion and earnings per share of $0.56 for the first quarter of this year. Meanwhile, the consensus expectation for Intel to post $11.22 billion in first-quarter sales but a loss of $0.14 per share.</p><p>Analysts added that although Intel's stock price has risen sharply in the past few sessions (partly due to its portfolio in AI), the company is likely to continue to lose server market share to AMD until at least 2025. Ahead of Intel's first-quarter results, analysts lowered their estimates for the company's 2023 results, lowering their sales and EPS estimates by 6% and 38%, respectively.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/911257.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/911257.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327812125","content_text":"4月14日,,在第一季度财报季到来之际,美国银行表示,相比于英特尔,该行更青睐于AMD,因为后者可能会因收购赛灵思而从工业和汽车市场中受益。美银分析师Vivek Arya予AMD“买入”评级,同时予英特尔“跑输大盘”评级。分析师表示,尽管个人电脑和数据中心领域遇到麻烦,但AMD今年晚些时候的获益可能会超过英特尔,因为AMD将推出包括Genoa服务器CPU在内的新产品。分析师表示:“考虑到AMD与云计算供应商的大量接触,而这些云计算供应商们预计将在AI热潮下加大对CPU/加速器的投资,我们认为AMD总体上处于更好的地位。其5nm Genoa服务器CPU也拥有流程节点优势和更好的多线程性能。”市场目前普遍预期,AMD今年第一季度的营收为53.1亿美元,每股收益为0.56美元。与此同时,市场普遍预期英特尔第一季度销售额为112.2亿美元,但每股亏损0.14美元。分析师补充称,尽管英特尔的股价在过去几个交易日大幅上涨(部分原因是其在AI领域的投资组合),但至少在2025年之前,该公司的服务器市场份额可能会继续输给AMD。在英特尔公布第一季度业绩之前,分析师下调了对该公司2023年的业绩预计,将销售额和每股收益预期分别下调了6%和38%。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945213390,"gmtCreate":1681482986710,"gmtModify":1681482990421,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","listText":"🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","text":"🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945213390","isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945213970,"gmtCreate":1681482963090,"gmtModify":1681482966660,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"🚀🚀","listText":"🚀🚀","text":"🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945213970","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941985145,"gmtCreate":1679919813188,"gmtModify":1679919817613,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[{"img":"https://community-static.tradeup.com/news/0a6698fb0c4bdfab4cd92f9a6c8d2c0e","width":"1080","height":"1297"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941985145","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9949700018,"gmtCreate":1678866359335,"gmtModify":1678866977193,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"🥵","listText":"🥵","text":"🥵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949700018","repostId":"2319863553","repostType":4,"repost":{"id":"2319863553","kind":"highlight","pubTimestamp":1678853556,"share":"https://ttm.financial/m/news/2319863553?lang=en_US&edition=fundamental","pubTime":"2023-03-15 12:12","market":"us","language":"zh","title":"SVB's collapse is afraid of becoming a \"Bear Stearns moment\"! Bloody crisis spreads overseas","url":"https://stock-news.laohu8.com/highlight/detail?id=2319863553","media":"金十数据","summary":"硅谷银行倒闭虽然不是“雷曼时刻”,却可能成为“雷曼时刻”的导火索,危机正蔓延到海外,哪些国家将首当其冲?硅谷银行倒闭引发了人们对下一场危机将从哪里开始爆发的猜测,虽然这不是“雷曼时刻”,但会不会是“贝","content":"<p><html><head></head><body>Although the collapse of Silicon Valley Bank is not a \"Lehman moment\", it may become the trigger of \"Lehman moment\". The crisis is spreading overseas. Which countries will bear the brunt?<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse has sparked speculation about where the next crisis will start, and while it isn't a \"Lehman moment,\" could it be a \"Bear Stearns moment\"?</p><p><b>Bear Stearns moment coming?</b></p><p>Silicon Valley Bank's collapse may have been since the Federal Reserve began a massive rate hike last year<b>The first crisis that caught Wall Street off guard, but it won't be the last</b>。</p><p>There is a growing number of analysts and investors holding this view. They noted that although the bank's failure may not pose a threat to the entire financial system,<b>But it almost certainly bodes well for more pain in the months ahead</b>。</p><p>Anne Walsh, chief investment officer at Guggenheim Partners, wrote in a note Monday:</p><p>\"The likely systemic factor in SVB's case is the drastic reshaping of the yield curve over the past year, which has affected almost every<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Every leveraged business and household, and every bond portfolio. The impact of the SVB incident remains volatile, and we don't see this as a Lehman moment. However, it could be a 'Bear Stearns moment'. \" Walsh was referring to Bear Stearns, the notorious Wall Street lender that collapsed in March 2008.<b>Six months after the institution collapsed, the collapse of Lehman Brothers officially set off the global financial crisis</b>。</p><p>Where exactly the pain of the Fed's fastest tightening cycle in decades will manifest is the big question. There are already signs of mounting pressure on key areas of global finance.</p><p><b>Commercial real estate is a huge \"minefield\"</b>Tens of billions of dollars in office debt are due this year, and banks are reluctant to lend at a time when construction values are plummeting. Another \"minefield\" is the leveraged lending market, where many companies (including many tech companies) are saddled with mountains of debt.</p><p>According to data compiled by foreign media, since last Friday,<b>Global distressed corporate bonds and loans rose 5.6% to $586 billion</b>。 Kamil Amin, global credit strategist at UBS, said in an interview:</p><p>\"This is the first accident caused by a huge increase in interest rates.\"<img src=\"https://static.tigerbbs.com/3383792de6bc59ca9bbaa04d74dfd0a8\" tg-width=\"1071\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></p><p>He warned that \"there will be more to come\" and specifically mentioned<b>To leveraged loan markets in the United States and Europe</b>。 In these markets, borrowers hold large amounts of floating-rate debt with little to no hedging.</p><p><b>SVB Bonds Rally as Fed Emergency Bailout</b></p><p>On Tuesday, bonds issued by Silicon Valley Bank's parent company rebounded amid broad gains in regional bank stocks and bond prices.<b>Investors are exploring how to profit from the bank's financial woes and the FDIC takeover</b>,<a href=\"https://laohu8.com/S/APOL\">Apollo</a>、<a href=\"https://laohu8.com/S/BX\">Blackstone</a>And KKR have expressed interest in acquiring some of the loans held by Silicon Valley Bank.</p><p>SVB's senior unsecured bonds sold Tuesday morning at a par value of about 47-51 cents, remaining low but above last weekend's level of 37-42 cents, according to price reporting system Trace.<a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>And First Republic Bank bonds also rose sharply, recovering some of Monday's losses.</p><p><img src=\"https://static.tigerbbs.com/e824a35692d25e2f81be90b466ddbeb2\" tg-width=\"959\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>The collapse of Silicon Valley Bank was triggered by a loss of depositor confidence, which in turn forced the bank to sell relatively safe assets that had lost value on rising interest rates.<b>Investors are looking for more banks that may explode, with the focus now on those that face high unrealised losses on assets and a large proportion of uninsured deposits.</b></p><p><a href=\"https://laohu8.com/S/MCO\">Moody's</a>noted that six U.S. banks had high levels of uninsured deposit financing, which made funding positions more volatile, and put their credit ratings on a downgrade watch list.</p><p>In the event of higher than expected withdrawals, including<b>First Republic Bank, Western Alliance, Zions, UMB, Comerica and Infront</b>The six largest banks will need to liquidate their portfolios in the event of losses. This, in turn, puts pressure on their profitability and capital buffer, which tend to be lower than their peers.</p><p>The Federal Reserve's Term Funding Program for Banks, which was launched over the weekend, has helped boost liquidity to meet the financing needs of banks. Shares of the banks rebounded on Tuesday after a severe slump.</p><p><b>Crisis fears spread overseas</b></p><p><b>French retailers Casino Guichard Perrachon</b>of bonds and stocks fell on Monday as investors worried about the negative impact of the company's declining profitability in France and the market regulator's investigation into alleged corruption, market manipulation and insider trading.</p><p>Casino shares rebounded Tuesday, buoyed by the announcement of plans to sell a stake in Brazilian grocer Assai, which could be worth more than $800 million. In the meantime,<b><a href=\"https://laohu8.com/S/ING\">Netherlands International</a>The group sold part of Casino's credit facility to Attestor at a 30% discount.</b></p><p>With the troubled<b>Spanish Gaming Group</b>Continuing to drain its cash reserves, Codere is in preliminary talks with its major creditor-turned-shareholder to raise new capital.</p><p>The shockwave of Silicon Valley Bank's collapse is rippling through financial institutions worldwide, with investors dumping banks and lenders seen as riskier.<b>Credit Suisse</b>Nor was it immune, and its stocks and bonds were among the worst performers outside the U.S. on Monday. The Swiss bank's balance sheet isn't as risky as SVB's, but the price of its credit default swaps (CDS) has risen sharply.</p><p>Even more of a headache for lenders, the company said Tuesday,<b>Identified 'material deficiencies' in earnings reporting and control procedures over the past two years</b>。 Additionally, PwC issued a \"dissenting opinion\" on the effectiveness of its internal inspections. It comes after the bank delayed the release of its annual report last week due to U.S. regulators challenging its financial statements.</p><p><img src=\"https://static.tigerbbs.com/7550ed79a07555144e756df43c42eabd\" tg-width=\"1008\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>CDS price hits record high, indicating 35% probability of default in five years</b>But Credit Suisse Chief Executive Ulrich Koerner spoke positively in an interview Tuesday, saying the bank already had inflows Monday.</p><p>On the other side of the world, from CDS to bonds,<b>SoftBank's risk metrics also sound the alarm</b>。 The Tokyo-based investment fund is one of the biggest backers of tech start-ups.</p><p>CreditSights analyst Mary Pollock wrote in a note:</p><p>\"We do not believe that SVB's impact on SoftBank is now all behind us. We are concerned that this incident could expose more problems for an already struggling SoftBank.\" SoftBank said Monday that it does not expect an impact on its financial position from SVB's bankruptcy.</p><p></body></html></p>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SVB's collapse is afraid of becoming a \"Bear Stearns moment\"! Bloody crisis spreads overseas</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\">\nSVB's collapse is afraid of becoming a \"Bear Stearns moment\"! Bloody crisis spreads overseas\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">金十数据</strong><span class=\"h-time small\">2023-03-15 12:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Although the collapse of Silicon Valley Bank is not a \"Lehman moment\", it may become the trigger of \"Lehman moment\". The crisis is spreading overseas. Which countries will bear the brunt?<a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>The collapse has sparked speculation about where the next crisis will start, and while it isn't a \"Lehman moment,\" could it be a \"Bear Stearns moment\"?</p><p><b>Bear Stearns moment coming?</b></p><p>Silicon Valley Bank's collapse may have been since the Federal Reserve began a massive rate hike last year<b>The first crisis that caught Wall Street off guard, but it won't be the last</b>。</p><p>There is a growing number of analysts and investors holding this view. They noted that although the bank's failure may not pose a threat to the entire financial system,<b>But it almost certainly bodes well for more pain in the months ahead</b>。</p><p>Anne Walsh, chief investment officer at Guggenheim Partners, wrote in a note Monday:</p><p>\"The likely systemic factor in SVB's case is the drastic reshaping of the yield curve over the past year, which has affected almost every<a href=\"https://laohu8.com/S/FISI\">Financial institutions</a>Every leveraged business and household, and every bond portfolio. The impact of the SVB incident remains volatile, and we don't see this as a Lehman moment. However, it could be a 'Bear Stearns moment'. \" Walsh was referring to Bear Stearns, the notorious Wall Street lender that collapsed in March 2008.<b>Six months after the institution collapsed, the collapse of Lehman Brothers officially set off the global financial crisis</b>。</p><p>Where exactly the pain of the Fed's fastest tightening cycle in decades will manifest is the big question. There are already signs of mounting pressure on key areas of global finance.</p><p><b>Commercial real estate is a huge \"minefield\"</b>Tens of billions of dollars in office debt are due this year, and banks are reluctant to lend at a time when construction values are plummeting. Another \"minefield\" is the leveraged lending market, where many companies (including many tech companies) are saddled with mountains of debt.</p><p>According to data compiled by foreign media, since last Friday,<b>Global distressed corporate bonds and loans rose 5.6% to $586 billion</b>。 Kamil Amin, global credit strategist at UBS, said in an interview:</p><p>\"This is the first accident caused by a huge increase in interest rates.\"<img src=\"https://static.tigerbbs.com/3383792de6bc59ca9bbaa04d74dfd0a8\" tg-width=\"1071\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></p><p>He warned that \"there will be more to come\" and specifically mentioned<b>To leveraged loan markets in the United States and Europe</b>。 In these markets, borrowers hold large amounts of floating-rate debt with little to no hedging.</p><p><b>SVB Bonds Rally as Fed Emergency Bailout</b></p><p>On Tuesday, bonds issued by Silicon Valley Bank's parent company rebounded amid broad gains in regional bank stocks and bond prices.<b>Investors are exploring how to profit from the bank's financial woes and the FDIC takeover</b>,<a href=\"https://laohu8.com/S/APOL\">Apollo</a>、<a href=\"https://laohu8.com/S/BX\">Blackstone</a>And KKR have expressed interest in acquiring some of the loans held by Silicon Valley Bank.</p><p>SVB's senior unsecured bonds sold Tuesday morning at a par value of about 47-51 cents, remaining low but above last weekend's level of 37-42 cents, according to price reporting system Trace.<a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>And First Republic Bank bonds also rose sharply, recovering some of Monday's losses.</p><p><img src=\"https://static.tigerbbs.com/e824a35692d25e2f81be90b466ddbeb2\" tg-width=\"959\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>The collapse of Silicon Valley Bank was triggered by a loss of depositor confidence, which in turn forced the bank to sell relatively safe assets that had lost value on rising interest rates.<b>Investors are looking for more banks that may explode, with the focus now on those that face high unrealised losses on assets and a large proportion of uninsured deposits.</b></p><p><a href=\"https://laohu8.com/S/MCO\">Moody's</a>noted that six U.S. banks had high levels of uninsured deposit financing, which made funding positions more volatile, and put their credit ratings on a downgrade watch list.</p><p>In the event of higher than expected withdrawals, including<b>First Republic Bank, Western Alliance, Zions, UMB, Comerica and Infront</b>The six largest banks will need to liquidate their portfolios in the event of losses. This, in turn, puts pressure on their profitability and capital buffer, which tend to be lower than their peers.</p><p>The Federal Reserve's Term Funding Program for Banks, which was launched over the weekend, has helped boost liquidity to meet the financing needs of banks. Shares of the banks rebounded on Tuesday after a severe slump.</p><p><b>Crisis fears spread overseas</b></p><p><b>French retailers Casino Guichard Perrachon</b>of bonds and stocks fell on Monday as investors worried about the negative impact of the company's declining profitability in France and the market regulator's investigation into alleged corruption, market manipulation and insider trading.</p><p>Casino shares rebounded Tuesday, buoyed by the announcement of plans to sell a stake in Brazilian grocer Assai, which could be worth more than $800 million. In the meantime,<b><a href=\"https://laohu8.com/S/ING\">Netherlands International</a>The group sold part of Casino's credit facility to Attestor at a 30% discount.</b></p><p>With the troubled<b>Spanish Gaming Group</b>Continuing to drain its cash reserves, Codere is in preliminary talks with its major creditor-turned-shareholder to raise new capital.</p><p>The shockwave of Silicon Valley Bank's collapse is rippling through financial institutions worldwide, with investors dumping banks and lenders seen as riskier.<b>Credit Suisse</b>Nor was it immune, and its stocks and bonds were among the worst performers outside the U.S. on Monday. The Swiss bank's balance sheet isn't as risky as SVB's, but the price of its credit default swaps (CDS) has risen sharply.</p><p>Even more of a headache for lenders, the company said Tuesday,<b>Identified 'material deficiencies' in earnings reporting and control procedures over the past two years</b>。 Additionally, PwC issued a \"dissenting opinion\" on the effectiveness of its internal inspections. It comes after the bank delayed the release of its annual report last week due to U.S. regulators challenging its financial statements.</p><p><img src=\"https://static.tigerbbs.com/7550ed79a07555144e756df43c42eabd\" tg-width=\"1008\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p><b>CDS price hits record high, indicating 35% probability of default in five years</b>But Credit Suisse Chief Executive Ulrich Koerner spoke positively in an interview Tuesday, saying the bank already had inflows Monday.</p><p>On the other side of the world, from CDS to bonds,<b>SoftBank's risk metrics also sound the alarm</b>。 The Tokyo-based investment fund is one of the biggest backers of tech start-ups.</p><p>CreditSights analyst Mary Pollock wrote in a note:</p><p>\"We do not believe that SVB's impact on SoftBank is now all behind us. We are concerned that this incident could expose more problems for an already struggling SoftBank.\" SoftBank said Monday that it does not expect an impact on its financial position from SVB's bankruptcy.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://xnews.jin10.com/details/108380\">金十数据</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c4d7f8700530984091f56499d0cfad7","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/108380","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319863553","content_text":"硅谷银行倒闭虽然不是“雷曼时刻”,却可能成为“雷曼时刻”的导火索,危机正蔓延到海外,哪些国家将首当其冲?硅谷银行倒闭引发了人们对下一场危机将从哪里开始爆发的猜测,虽然这不是“雷曼时刻”,但会不会是“贝尔斯登时刻”?贝尔斯登时刻来临?硅谷银行的倒闭可能是自美联储去年开始大举加息以来第一起令华尔街措手不及的危机,但这不会是最后一次。持这种观点的分析师和投资者越来越多。他们指出,尽管这家银行的破产可能不会对整个金融体系构成威胁,但几乎可以肯定,这预示着未来几个月将出现更多痛苦。古根海姆合伙公司首席投资官安妮·沃尔什(Anne Walsh)周一在一份报告中写道:“SVB的情况可能存在的系统性因素是,过去一年收益率曲线的剧烈重塑,几乎影响了每一家金融机构、每一个举杠杆的企业和家庭,以及每一个债券投资组合。SVB事件的影响仍不稳定,我们不认为这是雷曼时刻。然而,这可能是一个‘贝尔斯登时刻’。”沃尔什指的是在2008年3月倒闭的臭名昭著的华尔街贷款机构贝尔斯登。在该机构倒闭6个月后,雷曼兄弟的倒闭正式引爆全球金融危机。美联储几十年来速度最快的紧缩周期所带来的痛苦究竟会体现在哪里,这是一个大问题。已经有迹象表明,全球金融的关键领域面临的压力越来越大。商业地产是一个巨大的“雷区”,今年将有数百亿美元的写字楼债务到期,而在建筑价值暴跌之际,银行也不愿再提供贷款。杠杆贷款市场是另一个“雷区”,在杠杆贷款市场上,许多公司(包括许多科技公司)背负着堆积如山的债务。外媒汇编的数据显示,自上周五以来,全球不良公司债和贷款规模增长了5.6%至5860亿美元。瑞银全球信贷策略师卡米尔·阿明(Kamil Amin)在接受采访时表示:“这是利率大幅提升引发的第一起事故。”他警告称“未来还会有更多”,并特别提到了美国和欧洲的杠杆贷款市场。在这些市场,借款人在几乎没有对冲的情况下,大量持有浮动利率债务。美联储紧急救市,SVB债券反弹周二,硅谷银行母公司发行的债券在地区银行股和债券价格普遍上涨的情况下反弹。投资者正在探索如何从该银行的财务困境和美国联邦存款保险公司(FDIC)接管中获利,阿波罗、黑石和KKR都表示有兴趣收购硅谷银行持有的部分贷款。根据价格报告系统Trace的数据,SVB的优先无担保债券周二上午以面值约为47-51美分的价格出售,价格仍然很低,但高于上周末37-42美分的水平。嘉信理财和第一共和国银行的债券也大幅上涨,收复了周一的部分失地。硅谷银行的倒闭是由储户信心丧失引发的,储户信心丧失反过来又迫使该银行出售相对安全的资产,这些资产因利率上升而贬值。投资者正在寻找更多的可能爆雷的银行,目前的焦点是那些资产面临高额未变现损失、且未保险存款占很大比例的银行。穆迪指出,有6家美国银行的无保险存款融资水平很高,这使得资金状况更加不稳定,并将它们的信用评级列入了下调观察名单。如果出现高于预期的提款情况,包括第一共和国银行、西方联盟、Zions、UMB、Comerica和盈方在内的6大银行将需要在亏损的情况下清算其投资组合。这反过来又会对其盈利能力和资本缓冲造成压力,它们的盈利能力和资本缓冲往往低于同行。美联储上周末推出的银行定期融资计划有助于增强流动性,以满足银行的融资需求。在经历了严重的暴跌之后,这些银行的股价在周二反弹。危机恐蔓延至海外法国零售商Casino Guichard Perrachon的债券和股票周一下跌,因为投资者担忧该公司在法国盈利能力下降以及市场监管机构对涉嫌腐败、市场操纵和内幕交易展开调查的负面影响。在Casino宣布计划出售巴西杂货商Assai的股份后,其价值可能超过8亿美元,受此提振,Casino股价周二反弹。与此同时,荷兰国际集团以30%的折扣将Casino的部分信贷额度出售给了Attestor。随着陷入困境的西班牙博彩集团继续耗尽其现金储备,Codere正在与其主要债权人转为股东进行初步谈判以筹集新资金。硅谷银行倒闭的冲击波正波及全球金融机构,投资者纷纷抛售被视为风险更高的银行和贷款机构。瑞信也没能幸免,其股票和债券是周一美国以外表现最差的股票和债券之一。这家瑞士银行的资产负债表风险不像SVB那样高,但其信用违约掉期(CDS)的价格却大幅上涨。更让贷款人头疼的是,该公司周二表示,在过去两年的财报和控制程序中发现了“重大缺陷”。此外,普华永道对其内部检查的有效性发表了“反对意见”。此前,由于美国监管机构对其财务报表提出质疑,该银行上周推迟了年度报告的发布。CDS价格创历史新高,表明五年内违约概率为35%,但瑞信首席执行长柯尔纳(Ulrich Koerner)周二接受采访时语气积极,称该行周一已经有资金流入。在世界的另一端,从CDS到债券,软银的风险指标也响起警报。这家总部位于东京的投资基金是科技初创企业的最大支持者之一。CreditSights分析师玛丽•波洛克(Mary Pollock)在一份报告中写道:“我们不相信SVB对软银的影响现在已经全部过去。我们担心,这一事件可能会让已经陷入困境的软银暴露出更多问题。”软银周一表示,预计SVB破产不会对其财务状况造成影响。","news_type":1,"symbols_score_info":{"SIVB":0.9}},"isVote":1,"tweetType":1,"viewCount":2580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949477716,"gmtCreate":1678866311135,"gmtModify":1678866325744,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"🌹","listText":"🌹","text":"🌹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949477716","repostId":"2319863087","repostType":4,"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949477467,"gmtCreate":1678866265759,"gmtModify":1678866269289,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"😁","listText":"😁","text":"😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949477467","repostId":"2319789861","repostType":4,"repost":{"id":"2319789861","kind":"news","pubTimestamp":1678862003,"share":"https://ttm.financial/m/news/2319789861?lang=en_US&edition=fundamental","pubTime":"2023-03-15 14:33","market":"us","language":"zh","title":"The Silicon Valley Bank crisis is far from over! Analysts warn: The next few years may affect the global technology sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2319789861","media":"智通财经","summary":"它的倒闭是2008年金融危机以来最大的银行倒闭事件,其影响可能会在未来几年波及全球科技领域。硅谷银行的崩溃始于上周,当时它表示需要筹集22.5亿美元来支撑其资产负债表。硅谷银行不得不以巨额亏损出售债券等资产。美国监管机构上周五关闭了硅谷银行,并控制了其存款。监管机构随后在周日表示,硅谷银行的储户可以取出他们的资金,此举旨在阻止危机进一步蔓延。硅谷银行破产之际,初创企业投资者正处于艰难时期。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>Are many people around the world<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>And the backbone of venture capital funds. Its collapse was the biggest bank failure since the 2008 financial crisis, and its impact could ripple through the global tech sector in the coming years.</p><p>Zhitong Finance APP learned that Wedbush Securities analyst Dan Ives said on Tuesday: \"Silicon Valley Bank is essentially the godfather of the Silicon Valley banking ecosystem in the technology world over the past few decades. We believe that the negative ripple effect of this historic collapse will have a profound impact on the future technology world.\"</p><p>Silicon Valley Bank's collapse began last week when it said it needed to raise $2.25 billion to shore up its balance sheet. Venture capital firms tell their portfolio companies to withdraw money from the bank, while other clients want to come up with cash early. This actually led to a bank run.</p><p>Silicon Valley Bank had to sell assets such as bonds at huge losses.</p><p>U.S. regulators shut down Silicon Valley Bank last Friday and took control of its deposits. The regulator then said on Sunday that Silicon Valley Bank depositors could withdraw their funds, a move aimed at stopping the crisis from spreading further.</p><p>But investors and analysts say the event has the potential to impact the tech world in several ways, from making it harder for startups to raise capital to forcing companies to change their business models.</p><p><b>Tighten your belt</b></p><p>Silicon Valley Bank is critical to the growth of the tech industry, not only in the United States, but in places like Europe and even China.</p><p>The 40-year-old institution, which has strong ties to the tech world, not only provides traditional banking services but also finances companies that are deemed too risky for traditional banks. Silicon Valley Bank also offers other services such as credit lines for startups.</p><p>In good times, Silicon Valley Bank thrives. But over the past year, the Fed has raised interest rates to fight inflation, and the tech sector has also taken a hit. For startups in the U.S., Europe, and beyond, the financing environment has become tougher.</p><p>The bankruptcy of Silicon Valley Bank comes amid a tough time for start-up investors.</p><p>\"The Silicon Valley Bank bankruptcy was the last thing we wanted to see, and it completely surprised us,\" said Ben Harburg, managing partner of MSA Capital, a Beijing-based venture Capital fund.</p><p>Startups have had to tighten their belts, while tech giants have laid off tens of thousands of employees to cut costs.</p><p>In such an environment, Silicon Valley Bank has played a key role in providing lines of credit or other tools to help startups pay their employees or get through difficult times.</p><p>\"Silicon Valley Bank not only provides payroll services, loans to founders, but also lines of credit. Many of these companies are already having trouble raising equity, and they are counting on these channels to expand their business and extend the burning time beyond the recession we anticipate,\" Matt Higgins, CEO of RSE Ventures, said Tuesday.</p><p>\"Overnight, those channels disappeared, and no other lender would come to fill those gaps.\"</p><p><b>Changing business models</b></p><p>Silicon Valley Bank's collapse could also turn startups' attention to earnings and become more disciplined when it comes to spending.</p><p>\"Companies will have to rethink their business model,\" Taboola CEO Adam Singolda said Monday.</p><p>Hussein Kanji, co-founder of Hoxton Ventures, said more companies will be restructuring over the next three years, though some are delaying it.</p><p>\"I see a lot of 'putting things off into the future' behavior and it doesn't help. Do what is difficult and don't delay or postpone it unless there is a good reason. Things in the future tend not to be made easier because of what you want,\" Kanji said.</p><p>Wedbush's Ives said there could be more closures, adding that tech startups in the early stages, if weaker, could be forced to sell or close.</p><p>\"We believe the impacts of the past week will have significant knock-on effects across the tech sector and Silicon Valley over the next few years,\" Ives said in Sunday's report.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Silicon Valley Bank crisis is far from over! Analysts warn: The next few years may affect the global technology sector</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Silicon Valley Bank crisis is far from over! Analysts warn: The next few years may affect the global technology sector\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2023-03-15 14:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/SIVB\">Silicon Valley Bank</a>Are many people around the world<a href=\"https://laohu8.com/S/V03.SI\">Startups</a>And the backbone of venture capital funds. Its collapse was the biggest bank failure since the 2008 financial crisis, and its impact could ripple through the global tech sector in the coming years.</p><p>Zhitong Finance APP learned that Wedbush Securities analyst Dan Ives said on Tuesday: \"Silicon Valley Bank is essentially the godfather of the Silicon Valley banking ecosystem in the technology world over the past few decades. We believe that the negative ripple effect of this historic collapse will have a profound impact on the future technology world.\"</p><p>Silicon Valley Bank's collapse began last week when it said it needed to raise $2.25 billion to shore up its balance sheet. Venture capital firms tell their portfolio companies to withdraw money from the bank, while other clients want to come up with cash early. This actually led to a bank run.</p><p>Silicon Valley Bank had to sell assets such as bonds at huge losses.</p><p>U.S. regulators shut down Silicon Valley Bank last Friday and took control of its deposits. The regulator then said on Sunday that Silicon Valley Bank depositors could withdraw their funds, a move aimed at stopping the crisis from spreading further.</p><p>But investors and analysts say the event has the potential to impact the tech world in several ways, from making it harder for startups to raise capital to forcing companies to change their business models.</p><p><b>Tighten your belt</b></p><p>Silicon Valley Bank is critical to the growth of the tech industry, not only in the United States, but in places like Europe and even China.</p><p>The 40-year-old institution, which has strong ties to the tech world, not only provides traditional banking services but also finances companies that are deemed too risky for traditional banks. Silicon Valley Bank also offers other services such as credit lines for startups.</p><p>In good times, Silicon Valley Bank thrives. But over the past year, the Fed has raised interest rates to fight inflation, and the tech sector has also taken a hit. For startups in the U.S., Europe, and beyond, the financing environment has become tougher.</p><p>The bankruptcy of Silicon Valley Bank comes amid a tough time for start-up investors.</p><p>\"The Silicon Valley Bank bankruptcy was the last thing we wanted to see, and it completely surprised us,\" said Ben Harburg, managing partner of MSA Capital, a Beijing-based venture Capital fund.</p><p>Startups have had to tighten their belts, while tech giants have laid off tens of thousands of employees to cut costs.</p><p>In such an environment, Silicon Valley Bank has played a key role in providing lines of credit or other tools to help startups pay their employees or get through difficult times.</p><p>\"Silicon Valley Bank not only provides payroll services, loans to founders, but also lines of credit. Many of these companies are already having trouble raising equity, and they are counting on these channels to expand their business and extend the burning time beyond the recession we anticipate,\" Matt Higgins, CEO of RSE Ventures, said Tuesday.</p><p>\"Overnight, those channels disappeared, and no other lender would come to fill those gaps.\"</p><p><b>Changing business models</b></p><p>Silicon Valley Bank's collapse could also turn startups' attention to earnings and become more disciplined when it comes to spending.</p><p>\"Companies will have to rethink their business model,\" Taboola CEO Adam Singolda said Monday.</p><p>Hussein Kanji, co-founder of Hoxton Ventures, said more companies will be restructuring over the next three years, though some are delaying it.</p><p>\"I see a lot of 'putting things off into the future' behavior and it doesn't help. Do what is difficult and don't delay or postpone it unless there is a good reason. Things in the future tend not to be made easier because of what you want,\" Kanji said.</p><p>Wedbush's Ives said there could be more closures, adding that tech startups in the early stages, if weaker, could be forced to sell or close.</p><p>\"We believe the impacts of the past week will have significant knock-on effects across the tech sector and Silicon Valley over the next few years,\" Ives said in Sunday's report.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://www.zhitongcaijing.com/content/detail/892116.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4589":"SVB概念","BK4211":"区域性银行","LU1861217088.USD":"贝莱德金融科技A2","BK4588":"碎股","BK4585":"ETF&股票定投概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/892116.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319789861","content_text":"硅谷银行是世界各地许多创业公司和风险投资基金的支柱。它的倒闭是2008年金融危机以来最大的银行倒闭事件,其影响可能会在未来几年波及全球科技领域。智通财经APP获悉,Wedbush Securities分析师Dan Ives周二表示:“硅谷银行本质上是过去几十年科技界硅谷银行业生态系统的教父,我们认为,这一历史性崩溃的负面连锁反应将对未来的科技界产生深远影响。”硅谷银行的崩溃始于上周,当时它表示需要筹集22.5亿美元来支撑其资产负债表。风险投资公司告诉他们的投资组合公司从银行提款,而其他客户则希望提前拿出现金。这实际上导致了银行挤兑。硅谷银行不得不以巨额亏损出售债券等资产。美国监管机构上周五关闭了硅谷银行,并控制了其存款。监管机构随后在周日表示,硅谷银行的储户可以取出他们的资金,此举旨在阻止危机进一步蔓延。但投资者和分析师表示,这一事件有可能在几个方面影响科技界,从加大创业公司筹集资金的难度,到迫使公司改变他们的商业模式。勒紧裤腰带硅谷银行对科技行业的发展至关重要,不仅在美国,在欧洲甚至中国等地也是如此。这家拥有40年历史的机构与科技界有着密切联系,它不仅提供传统银行服务,还为那些被认为对传统银行来说风险太大的公司提供融资。硅谷银行还为创业公司提供信贷额度等其他服务。在光景好的时候,硅谷银行蓬勃发展。但在过去一年里,美联储提高了利率以对抗通胀,科技行业也遭受打击。对于美国、欧洲和其他地区的初创企业来说,融资环境变得更加艰难。硅谷银行破产之际,初创企业投资者正处于艰难时期。“硅谷银行破产事件是我们最不想看到的,完全出乎我们的意料,”总部位于北京的风险投资基金MSA Capital的执行合伙人Ben Harburg表示。创业公司不得不勒紧裤腰带,而科技巨头为了削减成本已经裁掉了数万名员工。在这样的环境下,硅谷银行在提供信贷额度或其他工具方面发挥了关键作用,帮助初创公司支付员工工资或度过困难时期。“硅谷银行不仅提供工资服务,为创始人提供贷款,而且还提供信贷额度。很多这样的公司在筹集股本方面已经遇到了困难,它们指望通过这些渠道来拓展业务,把烧钱的时间延长到我们预料中的经济衰退之后。”RSE Ventures首席执行官Matt Higgins周二表示。“一夜之间,这些渠道就消失了,没有另一家贷款机构会来填补这些空缺。”改变商业模式硅谷银行的崩溃也可能会让初创公司的注意力转向盈利,并在支出方面更加自律。Taboola首席执行官Adam Singolda周一表示:“公司将不得不重新思考他们的业务模式。”Hoxton Ventures联合创始人Hussein Kanji表示,未来三年将有更多公司进行重组,不过有些公司正在推迟。“我看到很多‘把问题拖到将来解决’的行为,这并没有什么帮助。做困难的事情,不要拖延或推迟,除非有很好的理由。未来的事情往往不会因为你的希望而变得更容易,”Kanji表示。Wedbush的Ives 表示,可能还会有更多的公司倒闭,并补充说,处于早期阶段的科技初创公司,如果实力较弱,可能会被迫出售或关闭。Ives 在周日的报告中表示:“我们认为,过去一周的影响将在未来几年对整个科技领域和硅谷产生重大的连锁反应。”","news_type":1,"symbols_score_info":{"SIVB":1}},"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988168381,"gmtCreate":1666697886643,"gmtModify":1676537791693,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>[微笑] ","listText":"<a href=\"https://ttm.financial/S/TIGR\">$老虎证券(TIGR)$</a>[微笑] 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data-views=\"1\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984237630","isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923768694,"gmtCreate":1670913297918,"gmtModify":1676538459043,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"🥰🥰","listText":"🥰🥰","text":"🥰🥰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923768694","isVote":1,"tweetType":1,"viewCount":2524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981870363,"gmtCreate":1666484591252,"gmtModify":1676537759773,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981870363","repostId":"1193170163","repostType":4,"repost":{"id":"1193170163","kind":"news","pubTimestamp":1666399580,"share":"https://ttm.financial/m/news/1193170163?lang=en_US&edition=fundamental","pubTime":"2022-10-22 08:46","market":"us","language":"zh","title":"Fed Officials Put 'Dove Sound': It's Time to Start Thinking About Slowing rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1193170163","media":"华尔街见闻","summary":"美联储可能考虑暗示减少12月加息幅度。","content":"<p><html><head></head><body>Author: Dan Li</p><p>After Nick Timiraos, a well-informed reporter known as the \"new Federal Reserve News Agency\", let the wind, sure enough, some Fed officials made dovish calls to slow down rate hike.</p><p>On Friday, 21st EST, Daly, a dovish Fed official and president of San Francisco Fed who has voting rights at the FOMC meeting of the Monetary Policy Committee in 2024, said that the Fed should avoid plunging the U.S. economy into an \"active downturn\" because rate hike is too aggressive, and now it is time to start talking about slowing down rate hike. Daly said:</p><p>\"We may think that we need to raise (interest rate) another 75 basis points, and the market must have priced it like this. However, I really suggest that you don't think that it will always be (plus) 75 (basis points).\" The economic outlook released after the Federal Reserve announced its rate hike in September shows that most Fed policymakers expect that to let inflation fall back to the Fed's target of 2%, interest rates need to rise to the range of 4.5% to 5% next year through rate hike.</p><p>Daly commented on Friday that the above forecast range is still \"reasonable\", and reiterated her forecast after the core CPI growth rate in the United States reached a record high in September, that is, the interest rate is expected to reach 4.5% to 5% next year. Daly said recent Fed forecasts showing rates rising to as much as 5% next year and then pausing, she believes, are still \"a good indication of where the situation is headed.\"</p><p>\"We will see that the GDP growth rate in the United States will be below the trend level next year, and monetary tightening will bring the policy interest rate to 4.5% to 5% next year.\" Daly explained that the Fed maintained interest rates after the rate hike because it must keep interest rates at a tight level, which can fully restore price stability. At the same time, she pointed out that when interest rates approach a neutral level that neither stimulates nor inhibits economic activity, the Fed is entering the second stage of monetary tightening, by which stage the Fed should be \"deliberate\" and \"very data-dependent\".</p><p>Daly believes that it is necessary for the Fed to reduce the magnitude of its rate hike. Instead of always being 75 basis points in rate hike, it should slow down, for example, to 50 or 25 basis points in rate hike, which is easier to manage. However, she did not specify when it should be done.</p><p>\"It has to be made sure that we're doing everything we can not overtighten, that we can't pull too fast and say we're done,\" Daly said, as a variety of negative factors such as the Russia-Ukraine war, a slowdown in Europe and continued tightening of currencies by central banks around the world could affect the U.S. economy and ultimately how high interest rates need to rise.</p><p>Before Daley's speech, earlier this Friday, Timiraos, known as the \"new Federal Reserve News Agency\", issued a message saying that the Federal Reserve may consider hinting at narrowing the rate hike in December.</p><p>Timiraos noted that there is currently disagreement within the Fed, with some wanting to slow the pace of rate hike and others worried that inflation is not falling. The Fed is now hoping to reduce its rate hike without triggering a surge in the market. One possible solution would be for Fed officials to approve a rate hike of 50 basis points in December while forecasting raising interest rates to a slightly higher level in 2023 than they forecast last month.</p><p>Also on Friday, Williams, the third-in-command of the Federal Reserve and the permanent voting power of the FOMC meeting in his term, did not comment on monetary policy in his speech, but emphasized the tight supply situation in the labor market, saying that \"in the current environment, it is challenging to fill vacancies, and many (employers) are difficult to recruit people, especially in entry-level engineering, nursing and manufacturing positions\".</p><p>Also on Friday, Bullard, an obviously hawkish Fed official and St. Louis Fed president who has voting rights at FOMC meetings this year, said that the labor market in the United States is \"extremely strong\", which provides the Fed with room to rate hike to curb inflation, which can bring inflation back to 2% relatively quickly.</p><p></body></html></p>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Officials Put 'Dove Sound': It's Time to Start Thinking About Slowing rate hike</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\">\nFed Officials Put 'Dove Sound': It's Time to Start Thinking About Slowing rate hike\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-10-22 08:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Dan Li</p><p>After Nick Timiraos, a well-informed reporter known as the \"new Federal Reserve News Agency\", let the wind, sure enough, some Fed officials made dovish calls to slow down rate hike.</p><p>On Friday, 21st EST, Daly, a dovish Fed official and president of San Francisco Fed who has voting rights at the FOMC meeting of the Monetary Policy Committee in 2024, said that the Fed should avoid plunging the U.S. economy into an \"active downturn\" because rate hike is too aggressive, and now it is time to start talking about slowing down rate hike. Daly said:</p><p>\"We may think that we need to raise (interest rate) another 75 basis points, and the market must have priced it like this. However, I really suggest that you don't think that it will always be (plus) 75 (basis points).\" The economic outlook released after the Federal Reserve announced its rate hike in September shows that most Fed policymakers expect that to let inflation fall back to the Fed's target of 2%, interest rates need to rise to the range of 4.5% to 5% next year through rate hike.</p><p>Daly commented on Friday that the above forecast range is still \"reasonable\", and reiterated her forecast after the core CPI growth rate in the United States reached a record high in September, that is, the interest rate is expected to reach 4.5% to 5% next year. Daly said recent Fed forecasts showing rates rising to as much as 5% next year and then pausing, she believes, are still \"a good indication of where the situation is headed.\"</p><p>\"We will see that the GDP growth rate in the United States will be below the trend level next year, and monetary tightening will bring the policy interest rate to 4.5% to 5% next year.\" Daly explained that the Fed maintained interest rates after the rate hike because it must keep interest rates at a tight level, which can fully restore price stability. At the same time, she pointed out that when interest rates approach a neutral level that neither stimulates nor inhibits economic activity, the Fed is entering the second stage of monetary tightening, by which stage the Fed should be \"deliberate\" and \"very data-dependent\".</p><p>Daly believes that it is necessary for the Fed to reduce the magnitude of its rate hike. Instead of always being 75 basis points in rate hike, it should slow down, for example, to 50 or 25 basis points in rate hike, which is easier to manage. However, she did not specify when it should be done.</p><p>\"It has to be made sure that we're doing everything we can not overtighten, that we can't pull too fast and say we're done,\" Daly said, as a variety of negative factors such as the Russia-Ukraine war, a slowdown in Europe and continued tightening of currencies by central banks around the world could affect the U.S. economy and ultimately how high interest rates need to rise.</p><p>Before Daley's speech, earlier this Friday, Timiraos, known as the \"new Federal Reserve News Agency\", issued a message saying that the Federal Reserve may consider hinting at narrowing the rate hike in December.</p><p>Timiraos noted that there is currently disagreement within the Fed, with some wanting to slow the pace of rate hike and others worried that inflation is not falling. The Fed is now hoping to reduce its rate hike without triggering a surge in the market. One possible solution would be for Fed officials to approve a rate hike of 50 basis points in December while forecasting raising interest rates to a slightly higher level in 2023 than they forecast last month.</p><p>Also on Friday, Williams, the third-in-command of the Federal Reserve and the permanent voting power of the FOMC meeting in his term, did not comment on monetary policy in his speech, but emphasized the tight supply situation in the labor market, saying that \"in the current environment, it is challenging to fill vacancies, and many (employers) are difficult to recruit people, especially in entry-level engineering, nursing and manufacturing positions\".</p><p>Also on Friday, Bullard, an obviously hawkish Fed official and St. Louis Fed president who has voting rights at FOMC meetings this year, said that the labor market in the United States is \"extremely strong\", which provides the Fed with room to rate hike to curb inflation, which can bring inflation back to 2% relatively quickly.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3672976\">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/3672976","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1193170163","content_text":"作者:李丹在消息灵通记者——有“新美联储通讯社”之称的Nick Timiraos放风后,果然有美联储官员发出放缓加息的鸽派呼声。美东时间21日周五,鸽派倾向的美联储官员、2024年拥有货币政策委员会FOMC会议投票权的旧金山联储主席戴利表示,美联储应该避免因为加息太激进而让美国经济陷入“主动低迷”,现在是时候开始谈论放慢加息的速度了。戴利说:“我们可能自己觉得要再加(息)75个基点,市场肯定已经这么定价。可是,我真的建议大家,不要认为永远都是(加)75(个基点)。”9月美联储宣布加息后公布的经济展望显示,大部分联储决策者预计,要让通胀回落到联储目标2%,明年需要通过加息让利率升至4.5%到5%的范围。戴利周五评价,上述预测范围依然是“合理的”,并重申她在美国9月核心CPI增速超预期创新高后提出的预测,即明年利率有望达到4.5%至5%。戴利说,近期美联储的预测显示,明年利率将升至高达5%,然后暂停上升,她认为,这仍然“很好地表明了形势的发展方向。”“我们会看到,明年美国的GDP增速将低于趋势水平,货币紧缩会让政策利率明年达到4.5%至5%。”戴利解释说,美联储加息后维持利率水平是因为,必须让利率保持在紧缩的水平,那样可以充分恢复价格稳定。同时她指出,当利率接近既不刺激也不抑制经济活动的中性水平时,美联储就在进入货币紧缩的第二阶段,到这个阶段,联储应该“深思熟虑”并且“非常依赖数据”。戴利认为,美联储有必要降低加息的幅度,不会一直加息75个基点,而是要减速,比如降到加息50个或者25个基点,那样更容易管理,不过,她没有说明应在何时那么做。戴利说,“必须确保我们正在竭尽全力不过度紧缩,我们不能拉得太快,然后说我们已经大功告成”,因为俄乌战争、欧洲经济放缓和全球央行持续收紧货币等多种负面因素可能影响美国经济,并最终影响利率需要升到多高的水平。戴利讲话前,本周五稍早,有“新美联储通讯社”之称的Timiraos发文称,美联储可能考虑暗示缩小12月加息幅度。Timiraos指出,美联储内部目前存在分歧,一些人希望放慢加息步伐,另一些人则担心通胀没有下降。美联储目前希望在不引发市场大涨的情况下,缩减加息幅度。一个可能的解决方案是,美联储官员在12月批准加息50个基点,同时预测在2023年将利率提高到比上个月预测的稍高水平。同在周五,美联储三把手、任内永久拥有FOMC会议投票权的纽约联储主席威廉姆斯在讲话中并未置评货币政策,而是强调劳动力市场供应紧张的形势,称“在当前的环境下,填补职位空缺有挑战性,很多(雇主)难以招到人手,特别是在入门级的工程、护理和制造业职位”。也是在周五,明显偏鹰派倾向的美联储官员、今年拥有FOMC会议投票权的圣路易联储主席布拉德说,美国的劳动力市场“极为强劲”,这为美联储提供了为遏制通胀而加息的空间,能相对较快地让通胀回落到2%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036432621,"gmtCreate":1647174930663,"gmtModify":1676534200436,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"themes":[],"htmlText":"<a 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