Jackyteo86 personal page - To The Moon

Jackyteo86

Jackyteo86

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2023-06-12

👍👍👍Very good

2023-03-04

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2022-12-15

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@牛转乾坤Superbull: 【馬股分析】一支物超所值的 IPO？！PE 低！股價低！流通票更低！不看你就後悔了！

2022-12-08

Very the Good

2022-12-07

👍👍👍

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

2022-12-07

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2022-12-06

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@美股研究社:達內教育三季度NON-GAAP淨利1.15億元，實現扭虧爲盈

2022-12-05

👍👍👍

2022-11-30

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2022-11-30

👍👍👍

2022-11-17

[财迷] [财迷] [财迷] [财迷] [财迷]

2022-09-21

$Global X NASDAQ 100 Covered Call ETF(QYLD)$

2022-09-01

👍👍👍

@首席消费官:【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）

2022-07-23

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Economist Forecast: Fed rate hike 75 basis points next week, then slows down

2022-07-12

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Sister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock

2022-06-04

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@中国基金报:北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！

2022-05-05

👍👍👍

Comments on the Federal Reserve's May interest rate meeting: The peak of hawks

2022-04-11

👍👍👍

Zhihu-W will launch its IPO today, and the admission fee is about HK $5232.21

Go to Tiger App to see more news

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target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","listText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","text":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。$達內科技(TEDU)$ 財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","images":[{"img":"https://static.tigerbbs.com/d8c17cc66c8648c89c7f8d0ccf34bfc8","width":"632","height":"428"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620573047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967072292,"gmtCreate":1670241760317,"gmtModify":1676538327247,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967072292","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219832,"gmtCreate":1669780108926,"gmtModify":1676538242015,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219832","isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219391,"gmtCreate":1669780094913,"gmtModify":1676538242008,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219391","isVote":1,"tweetType":1,"viewCount":2579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963267348,"gmtCreate":1668695861585,"gmtModify":1676538098577,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963267348","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919110592,"gmtCreate":1663749082717,"gmtModify":1676537328865,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","listText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","text":"$Global X NASDAQ 100 Covered Call ETF(QYLD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919110592","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939051894,"gmtCreate":1662030672320,"gmtModify":1676536628725,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939051894","repostId":"669918160","repostType":1,"repost":{"id":669918160,"gmtCreate":1662028896653,"gmtModify":1676536628567,"author":{"id":"3472778809742911","authorId":"3472778809742911","name":"首席消费官","avatar":"https://static.tigerbbs.com/20ea29a21d2a4d13a41a9a44d28e8cc5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472778809742911","authorIdStr":"3472778809742911"},"themes":[],"htmlText":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","listText":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","text":"【1批次杏汾老酒酒精度不合格，公司稱已做處理】山西省市場監督管理局近日發佈食品安全監督抽檢信息通告顯示，汾陽市杏花村鎮杏汾酒業有限公司生產的1批次杏汾老酒（露酒）被檢出酒精度不合格。9月1日，該公司相關負責人迴應稱，該批次酒未流通到市場，已做處理。（新京報）","images":[{"img":"https://static.tigerbbs.com/b705e1c1400a274ad4724c41aa678a00","width":"669","height":"470"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/669918160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077296346,"gmtCreate":1658531747985,"gmtModify":1676536171063,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍&nbsp;","listText":"👍👍👍&nbsp;","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077296346","repostId":"1137706109","repostType":4,"repost":{"id":"1137706109","kind":"news","pubTimestamp":1658506313,"share":"https://ttm.financial/m/news/1137706109?lang=en_US&edition=fundamental","pubTime":"2022-07-23 00:11","market":"us","language":"zh","title":"Economist Forecast: Fed rate hike 75 basis points next week, then slows down","url":"https://stock-news.laohu8.com/highlight/detail?id=1137706109","media":"华尔街见闻","summary":"目前，市场预期下周加息为75个基点的概率已经超过80%。","content":"<p><html><head></head><body>Author: Cao Zexi</p><p>At the beginning of this month, the market once expected that the Federal Reserve would issue a 100 basis point rate hike next week, and then maintain the pace of aggressive rate hike.</p><p><b>However, at present, the mainstream view among economists is that the Federal Reserve will rate hike by 75 basis points at next week's interest rate meeting, after which it may slow down the pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to issue a rate hike of 50 basis points in September and then a rate hike of 25 basis points at each of the remaining two meetings of the year. As a result, the Federal Funds rate ceiling rose to 3.5% by the end of 2022, the highest level since early 2008.</p><p>At present, the market expects more than 80% of the probability that the rate hike will be 75 basis points next week.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As far as the September meeting is concerned, although economists predict that the probability of the Fed continuing its rate hike at 75 basis points is still more than 50%, it is worth noting that generally speaking, the policy path envisioned by economists tends to be slightly more hawkish than the Fed's final actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Fed's monetary policy are now turning to pricing 50 basis points for September rate hike instead of 75 basis points for that month's rate hike. The reason why traders made this change was mainly due to the fear that the US economy would weaken or even slip into recession.</b></p><p>Rate hike of 75 basis points in June was the largest rate hike since 1994.</p><p>Powell has already stated that rate hike will \"choose one\" from 50 or 75 basis points in July, but so far, the statements of major senior Fed officials have hinted at 75 basis points.</p><p><b>In addition, economists also expect that the Federal Reserve will rate hike another 25 basis points early next year, bringing interest rates to a peak of 3.75%, and then stop the rate hike and start cutting interest rates before the end of next year.</b></p><p>Kathy Bostjancic, chief US economist at Oxford Economics, said:</p><p>The U.S. 's still-strong labor market and solid consumer spending provide room for the Federal Reserve to continue to raise policy rates rapidly. Among senior Fed officials, Fed Governor Christopher Waller is one of the hawkish policymakers. He has expressed his support for the July rate hike of 75 basis points instead of 100 basis points; Atlanta Fed President Raphael Bostic also warned that too aggressive Fed actions would have negative spillover effects.</p><p>Almost all the economists surveyed agree that the Fed has no intention of rate hike a full 100 basis points at any time during the current interest rate cycle. However, with the exception of Nomura Securities' U.S. economic research team, they expect the Fed's July rate hike to be 100 basis points.</p><p>In addition to rate hike, economists expect the Federal Reserve to eventually accelerate the reduction of its balance sheet. The Fed's shrinking balance sheet began in June, and the Federal Reserve is gradually accelerating the pace of shrinking balance sheet, eventually reaching $1.1 trillion a year. Economists predict that the size of the Fed's balance sheet will drop to $8.4 trillion by the end of the year and $6.5 trillion by December 2024.</p><p>Most economists believe that the Fed will eventually sell mortgage-backed securities outright, consistent with their already articulated tendency that in the long run, the only assets held by the Fed will be US Treasury Bond.</p><p>However, economists have different views on when the Fed will start selling mortgage-backed securities, with most thinking it will start in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its language of guiding interest rates and promise to continue the rate hike, but will not specify the specific rate hike.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economist Forecast: Fed rate hike 75 basis points next week, then slows down</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\">\nEconomist Forecast: Fed rate hike 75 basis points next week, then slows down\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\">2022-07-23 00:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Cao Zexi</p><p>At the beginning of this month, the market once expected that the Federal Reserve would issue a 100 basis point rate hike next week, and then maintain the pace of aggressive rate hike.</p><p><b>However, at present, the mainstream view among economists is that the Federal Reserve will rate hike by 75 basis points at next week's interest rate meeting, after which it may slow down the pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to issue a rate hike of 50 basis points in September and then a rate hike of 25 basis points at each of the remaining two meetings of the year. As a result, the Federal Funds rate ceiling rose to 3.5% by the end of 2022, the highest level since early 2008.</p><p>At present, the market expects more than 80% of the probability that the rate hike will be 75 basis points next week.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As far as the September meeting is concerned, although economists predict that the probability of the Fed continuing its rate hike at 75 basis points is still more than 50%, it is worth noting that generally speaking, the policy path envisioned by economists tends to be slightly more hawkish than the Fed's final actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Fed's monetary policy are now turning to pricing 50 basis points for September rate hike instead of 75 basis points for that month's rate hike. The reason why traders made this change was mainly due to the fear that the US economy would weaken or even slip into recession.</b></p><p>Rate hike of 75 basis points in June was the largest rate hike since 1994.</p><p>Powell has already stated that rate hike will \"choose one\" from 50 or 75 basis points in July, but so far, the statements of major senior Fed officials have hinted at 75 basis points.</p><p><b>In addition, economists also expect that the Federal Reserve will rate hike another 25 basis points early next year, bringing interest rates to a peak of 3.75%, and then stop the rate hike and start cutting interest rates before the end of next year.</b></p><p>Kathy Bostjancic, chief US economist at Oxford Economics, said:</p><p>The U.S. 's still-strong labor market and solid consumer spending provide room for the Federal Reserve to continue to raise policy rates rapidly. Among senior Fed officials, Fed Governor Christopher Waller is one of the hawkish policymakers. He has expressed his support for the July rate hike of 75 basis points instead of 100 basis points; Atlanta Fed President Raphael Bostic also warned that too aggressive Fed actions would have negative spillover effects.</p><p>Almost all the economists surveyed agree that the Fed has no intention of rate hike a full 100 basis points at any time during the current interest rate cycle. However, with the exception of Nomura Securities' U.S. economic research team, they expect the Fed's July rate hike to be 100 basis points.</p><p>In addition to rate hike, economists expect the Federal Reserve to eventually accelerate the reduction of its balance sheet. The Fed's shrinking balance sheet began in June, and the Federal Reserve is gradually accelerating the pace of shrinking balance sheet, eventually reaching $1.1 trillion a year. Economists predict that the size of the Fed's balance sheet will drop to $8.4 trillion by the end of the year and $6.5 trillion by December 2024.</p><p>Most economists believe that the Fed will eventually sell mortgage-backed securities outright, consistent with their already articulated tendency that in the long run, the only assets held by the Fed will be US Treasury Bond.</p><p>However, economists have different views on when the Fed will start selling mortgage-backed securities, with most thinking it will start in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its language of guiding interest rates and promise to continue the rate hike, but will not specify the specific rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3665581\">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/3665581","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137706109","content_text":"作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，市场预期下周加息为75个基点的概率已经超过80%。就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。6月加息75个基点是1994年以来的最大加息幅度。鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。牛津经济研究院首席美国经济学家Kathy Bostjancic称：美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078069690,"gmtCreate":1657596926210,"gmtModify":1676536032558,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078069690","repostId":"2250528579","repostType":4,"repost":{"id":"2250528579","kind":"highlight","pubTimestamp":1657582753,"share":"https://ttm.financial/m/news/2250528579?lang=en_US&edition=fundamental","pubTime":"2022-07-12 07:39","market":"hk","language":"zh","title":"Sister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<p><html><head></head><body>Summary: As of the end of the second quarter, the company's market capitalization under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared. On Monday, July 11, ARK Investment Management LLC, run by \"Sister Wood\" Cathie Wood, announced its second quarter position information.</p><p>In the second quarter, the company opened long positions in General Motors and the SPDR S&P 500 ETF Trust, among others.</p><p>The company boosted its holdings in 96 stocks including Nvidia, Zoom Video Communications, 908 Devices Inc., and XPeng Motor ADR; Reduced holdings of 218 stocks including Tesla and Canadian e-commerce Shopify.</p><p>As of the end of the second quarter, the company's heavyweight stocks included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, and it is still Sister Mu's first position company. This was followed by ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08%.</p><p>Canadian e-commerce Shopify was sold off by Sister Mumu in the second quarter, with a reduction ratio of 1.4%. In addition, SEA was also lightened. Tesla was reduced by 0.7%.</p><p>As of the end of the second quarter, the company's market value under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared.</p><p>Preparing for a recession?</p><p>Is Sister Wood's position adjustment preparing for the recession in the United States?</p><p>Last month, she said that the United States was already in recession, and she admitted that she underestimated the severity and persistence of inflation in the United States.</p><p>Wood says:</p><p>We think we're in a recession. We think there's a big problem with inventory … I've never seen such a large increase in inventory in my 45-year career. Wood said inflation was higher than she expected due to supply chain disruptions and geopolitical risks:</p><p>We were wrong about one thing, we didn't realize inflation was going to last so long. The supply chain problem, I can't believe it, has been going on for more than two years, and at that time we did not expect the conflict between Russia and Ukraine. Inflation has always been a bigger problem, but it's going to send us into deflation. Wood believes consumers are feeling the rapid rise in prices, which is reflected in sentiment data that fell to record lows. She cited a University of Michigan consumer survey showing that this figure was 50 in June, the lowest level ever.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock</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\">\nSister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock\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\">2022-07-12 07:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: As of the end of the second quarter, the company's market capitalization under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared. On Monday, July 11, ARK Investment Management LLC, run by \"Sister Wood\" Cathie Wood, announced its second quarter position information.</p><p>In the second quarter, the company opened long positions in General Motors and the SPDR S&P 500 ETF Trust, among others.</p><p>The company boosted its holdings in 96 stocks including Nvidia, Zoom Video Communications, 908 Devices Inc., and XPeng Motor ADR; Reduced holdings of 218 stocks including Tesla and Canadian e-commerce Shopify.</p><p>As of the end of the second quarter, the company's heavyweight stocks included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, and it is still Sister Mu's first position company. This was followed by ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08%.</p><p>Canadian e-commerce Shopify was sold off by Sister Mumu in the second quarter, with a reduction ratio of 1.4%. In addition, SEA was also lightened. Tesla was reduced by 0.7%.</p><p>As of the end of the second quarter, the company's market value under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared.</p><p>Preparing for a recession?</p><p>Is Sister Wood's position adjustment preparing for the recession in the United States?</p><p>Last month, she said that the United States was already in recession, and she admitted that she underestimated the severity and persistence of inflation in the United States.</p><p>Wood says:</p><p>We think we're in a recession. We think there's a big problem with inventory … I've never seen such a large increase in inventory in my 45-year career. Wood said inflation was higher than she expected due to supply chain disruptions and geopolitical risks:</p><p>We were wrong about one thing, we didn't realize inflation was going to last so long. The supply chain problem, I can't believe it, has been going on for more than two years, and at that time we did not expect the conflict between Russia and Ukraine. Inflation has always been a bigger problem, but it's going to send us into deflation. Wood believes consumers are feeling the rapid rise in prices, which is reflected in sentiment data that fell to record lows. She cited a University of Michigan consumer survey showing that this figure was 50 in June, the lowest level ever.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3664450\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","XPEV":"小鹏汽车","BK4550":"红杉资本持仓","BK4574":"无人驾驶","NVDA":"英伟达","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK1575":"同股不同权","ARKF":"ARK Fintech Innovation ETF","BK4543":"AI","BK4527":"明星科技股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4526":"热门中概股","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK1587":"次新股","ARKK":"ARK Innovation ETF","BK4555":"新能源车","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4529":"IDC概念","BK1539":"汽车股","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","BK4549":"软银资本持仓","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。为衰退做准备？木头姐的调仓，是否为美国的衰退做准备？上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKK":0.9,"TSLA":1,"XPEV":1,"EVS.SI":0.6,"NVDA":1,"09868":1,"FNGU":1}},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059962740,"gmtCreate":1654295985981,"gmtModify":1676535425024,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059962740","repostId":"614055514","repostType":1,"repost":{"id":614055514,"gmtCreate":1653298980000,"gmtModify":1676533137662,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107925732032840","authorIdStr":"4107925732032840"},"themes":[],"title":"北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！","htmlText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","listText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","text":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","images":[{"img":"https://static.tigerbbs.com/8de53b4acf0d4afd826e9b2d0f0d6333","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8537176f71a4415999a53ad4495dd1df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75093bd4cd5043ab940d055804e2044e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614055514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369007,"gmtCreate":1651719621114,"gmtModify":1676534956457,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068369007","repostId":"1167535166","repostType":4,"repost":{"id":"1167535166","kind":"news","pubTimestamp":1651718831,"share":"https://ttm.financial/m/news/1167535166?lang=en_US&edition=fundamental","pubTime":"2022-05-05 10:47","market":"us","language":"zh","title":"Comments on the Federal Reserve's May interest rate meeting: The peak of hawks","url":"https://stock-news.laohu8.com/highlight/detail?id=1167535166","media":"国盛证券","summary":"美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期。","content":"<p><html><head></head><body><b>Author: Xiong Yuan, Liu Xinyu</b></p><p><b>Event:</b>At 2 a.m. Beijing time on May 5, the Federal Reserve announced the resolution of the May FOMC meeting.</p><p><b>Core conclusions:</b>The Federal Reserve's May meeting rate hike was 50bp and announced the start of shrinking balance sheet in June, but the hawkish degree was lower than expected; After the meeting, the number of remaining rate hike during the year implied by interest rate futures fell slightly. Reiterating the previous view, the most hawkish moment of the Fed may have passed. As the U.S. economy slows down and inflation falls, the Fed's hawkish degree is likely to weaken in the second half of the year, and market rate hike expectations will also cool down, and this round of rate hike may stop early next year.</p><p>1. The main content of the FOMC meeting in May: the Federal Reserve's rate hike is 50bp to 0.75-1.0%, in line with market expectations. Powell said that the next two meetings may be 50bp in rate hike respectively, followed by 25bp in rate hike, and 75bp in rate hike will not be considered once. In addition, the Federal Reserve announced that starting from June, the initial tapering scale will be 30 billion Treasury Bond and 17.5 billion MBS per month, and three months later will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month. The scale of shrinking balance sheet is very close to our previous calculations and also in line with market expectations. Overall, the hawkish degree of this meeting was lower than market expectations.</p><p>2. Expected changes in asset prices and rate hike: After the meeting, U.S. stocks and gold expanded their gains, and the US Dollar Index and U.S. bond yields plunged rapidly. Federal Funds rate futures show that the current market expects a rate hike of 50bp in June and July respectively, which has basically cancelled the possibility of a rate hike of 75bp. The number of remaining rate hike during the year is also expected to drop from 8.2 before the meeting to 7.8 (one time corresponds to 25bp).</p><p>3. rate hike rhythm outlook: Reiterate the previous view: With the slowdown of the U.S. economy and the decline of inflation, the hawkish degree of the Federal Reserve is likely to weaken in the second half of the year, and market rate hike expectations will also cool down. It is expected that the actual rate hike for the whole year will be lower than the current market expectations. In addition, the current round of rate hike by the Federal Reserve may stop early next year.</p><p>4. Outlook for major asset categories: The adjustment of U.S. stocks may be coming to an end, and it is expected to usher in a repair in the second half of the year, and the Nasdaq is expected to outperform the S&P 500 again, paying attention to the disturbance of the Russia-Ukraine conflict; 10Y U.S. bond yields are expected to fluctuate at a high level in the short term, and there is a high probability that they will fall again in the second half of the year; Although the Fed's dove turn will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy; As inflation falls, real interest rates rise, and the US dollar is strong, gold is likely to fall.</p><p>The body is as follows:</p><p><b>1. The Federal Reserve issued a rate hike of 50bp as scheduled and announced the launch of a shrinking balance sheet in June.</b></p><p>Rate hike rhythm: The Federal Reserve decided to raise the federal funds target rate by 50bp to 0.75%-1.0%, in line with market expectations. This is the first time since May 2000 that rate hike has exceeded 25bp. Powell said that the benchmark expectation is that the next two meetings will be 50bp in rate hike, and then it may be 25bp in rate hike each time, and 75bp in rate hike once is not considered; It is expected that the neutral interest rate will be between 2-3%, which will be rate hike to the neutral interest rate level as soon as possible, and then depending on the situation.</p><p>Shrinking balance sheet Plan: This meeting announced the specific plan of shrinking balance sheet, which will start shrinking balance sheet on June 1st, and will be carried out by reducing principal reinvestment. The initial tapering scale is 30 billion Treasury Bond and 17.5 billion MBS per month. After 3 months, it will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month. Compared with shrinking balance sheet in 2017, the initial scale of this shrinking balance sheet is significantly higher, and the time to raise to the upper limit is significantly faster. On the whole, the initial scale of this shrinking balance sheet is very close to the calculation results in our previous report \"Forecast of the Federal Reserve's March Meeting and Medium-and Long-term Outlook-Also Commenting on February's Non-agricultural Affairs\". According to the survey of the new york Fed, the market has expected that the shrinking balance sheet may start in June in early March, and the initial tapering may reach 30 billion Treasury Bond and 15 billion MBS per month. Therefore, this shrinking balance sheet plan is basically in line with expectations.</p><p>Other important information: The statement of this meeting mentioned the economic slowdown in the first quarter, but remained optimistic about the overall economy. At the same time, it added that \"China's epidemic blockade measures may exacerbate supply chain disruptions. The Committee is highly concerned about inflation risks.\" Powell said that there is no sign that the economy is close to recession, and tightening monetary policy is expected to make the economy soft landing; The current inflation level is too high, and some evidence shows that core PCE inflation has peaked, but I hope to observe more data; Efforts will be made to avoid adding more uncertainty in a highly uncertain environment.</p><p><img src=\"https://static.tigerbbs.com/9966491415b2bcbe6a1b536e79b33d11\" tg-width=\"1080\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/264451ddf1a5c01368924691d818daf7\" tg-width=\"1080\" tg-height=\"754\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b07504d2143b9faefbe8f46f937a8be9\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p><b>3. Reiterate the previous view: the most hawkish moment of the Federal Reserve may have passed, and subsequent rate hike expectations are expected to gradually cool down.</b></p><p>U.S. inflation and economic outlook: Maintaining the previous judgment, the U.S. CPI in March has peaked at 8.5% year-on-year with a high probability. It may remain flat or drop slightly in April, and will accelerate the decline after May, and is expected to drop to around 4.5% by the end of the year. The U.S. economy may decline as early as late 23 or early 24, and before that, the economic slowdown will gradually intensify.</p><p>Outlook for the rhythm of the Federal Reserve's rate hike: In the previous report, we have pointed out many times that since the inflation in the United States will not drop significantly until May, the Federal Reserve will remain hawkish in the short term, but there is a high probability that it will not be more hawkish; After May, as the economy slows down and inflation falls, the Fed's hawkish degree is likely to weaken, and market rate hike expectations will also cool down. It is expected that the actual rate hike throughout the year will be lower than current market expectations. In addition, judging from factors such as term spreads, PMI patterns, and economic recession risks, the current round of rate hike by the Federal Reserve may stop early next year.</p><p>Outlook for major asset categories: Based on our judgment on the U.S. economy, inflation, and the Federal Reserve's monetary policy, the adjustment of U.S. stocks may be coming to an end, and it is expected to usher in a recovery in the second half of the year, and the Nasdaq is expected to outperform the S&P 500 again. Pay attention to the disturbance of the Russia-Ukraine conflict; The yield of 10Y U.S. bonds is expected to fluctuate at a high level in the short term, and there is a high probability that it will fall again in the second half of the year; Although the Fed's dove turn will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy; As inflation falls, real interest rates rise, and the US dollar is strong, gold is likely to fall.</p><p><b>Risk warning:</b>U.S. inflation continued to exceed expectations, the Federal Reserve's policy stance exceeded expectations and hawkish, and the Russia-Ukraine conflict evolved beyond expectations.</p><p></body></html></p>","source":"lsy1593757268585","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>Comments on the Federal Reserve's May interest rate meeting: The peak of hawks</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\">\nComments on the Federal Reserve's May interest rate meeting: The peak of hawks\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">国盛证券</strong><span class=\"h-time small\">2022-05-05 10:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Author: Xiong Yuan, Liu Xinyu</b></p><p><b>Event:</b>At 2 a.m. Beijing time on May 5, the Federal Reserve announced the resolution of the May FOMC meeting.</p><p><b>Core conclusions:</b>The Federal Reserve's May meeting rate hike was 50bp and announced the start of shrinking balance sheet in June, but the hawkish degree was lower than expected; After the meeting, the number of remaining rate hike during the year implied by interest rate futures fell slightly. Reiterating the previous view, the most hawkish moment of the Fed may have passed. As the U.S. economy slows down and inflation falls, the Fed's hawkish degree is likely to weaken in the second half of the year, and market rate hike expectations will also cool down, and this round of rate hike may stop early next year.</p><p>1. The main content of the FOMC meeting in May: the Federal Reserve's rate hike is 50bp to 0.75-1.0%, in line with market expectations. Powell said that the next two meetings may be 50bp in rate hike respectively, followed by 25bp in rate hike, and 75bp in rate hike will not be considered once. In addition, the Federal Reserve announced that starting from June, the initial tapering scale will be 30 billion Treasury Bond and 17.5 billion MBS per month, and three months later will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month. The scale of shrinking balance sheet is very close to our previous calculations and also in line with market expectations. Overall, the hawkish degree of this meeting was lower than market expectations.</p><p>2. Expected changes in asset prices and rate hike: After the meeting, U.S. stocks and gold expanded their gains, and the US Dollar Index and U.S. bond yields plunged rapidly. Federal Funds rate futures show that the current market expects a rate hike of 50bp in June and July respectively, which has basically cancelled the possibility of a rate hike of 75bp. The number of remaining rate hike during the year is also expected to drop from 8.2 before the meeting to 7.8 (one time corresponds to 25bp).</p><p>3. rate hike rhythm outlook: Reiterate the previous view: With the slowdown of the U.S. economy and the decline of inflation, the hawkish degree of the Federal Reserve is likely to weaken in the second half of the year, and market rate hike expectations will also cool down. It is expected that the actual rate hike for the whole year will be lower than the current market expectations. In addition, the current round of rate hike by the Federal Reserve may stop early next year.</p><p>4. Outlook for major asset categories: The adjustment of U.S. stocks may be coming to an end, and it is expected to usher in a repair in the second half of the year, and the Nasdaq is expected to outperform the S&P 500 again, paying attention to the disturbance of the Russia-Ukraine conflict; 10Y U.S. bond yields are expected to fluctuate at a high level in the short term, and there is a high probability that they will fall again in the second half of the year; Although the Fed's dove turn will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy; As inflation falls, real interest rates rise, and the US dollar is strong, gold is likely to fall.</p><p>The body is as follows:</p><p><b>1. The Federal Reserve issued a rate hike of 50bp as scheduled and announced the launch of a shrinking balance sheet in June.</b></p><p>Rate hike rhythm: The Federal Reserve decided to raise the federal funds target rate by 50bp to 0.75%-1.0%, in line with market expectations. This is the first time since May 2000 that rate hike has exceeded 25bp. Powell said that the benchmark expectation is that the next two meetings will be 50bp in rate hike, and then it may be 25bp in rate hike each time, and 75bp in rate hike once is not considered; It is expected that the neutral interest rate will be between 2-3%, which will be rate hike to the neutral interest rate level as soon as possible, and then depending on the situation.</p><p>Shrinking balance sheet Plan: This meeting announced the specific plan of shrinking balance sheet, which will start shrinking balance sheet on June 1st, and will be carried out by reducing principal reinvestment. The initial tapering scale is 30 billion Treasury Bond and 17.5 billion MBS per month. After 3 months, it will reach the upper limit of 60 billion Treasury Bond and 35 billion MBS per month. Compared with shrinking balance sheet in 2017, the initial scale of this shrinking balance sheet is significantly higher, and the time to raise to the upper limit is significantly faster. On the whole, the initial scale of this shrinking balance sheet is very close to the calculation results in our previous report \"Forecast of the Federal Reserve's March Meeting and Medium-and Long-term Outlook-Also Commenting on February's Non-agricultural Affairs\". According to the survey of the new york Fed, the market has expected that the shrinking balance sheet may start in June in early March, and the initial tapering may reach 30 billion Treasury Bond and 15 billion MBS per month. Therefore, this shrinking balance sheet plan is basically in line with expectations.</p><p>Other important information: The statement of this meeting mentioned the economic slowdown in the first quarter, but remained optimistic about the overall economy. At the same time, it added that \"China's epidemic blockade measures may exacerbate supply chain disruptions. The Committee is highly concerned about inflation risks.\" Powell said that there is no sign that the economy is close to recession, and tightening monetary policy is expected to make the economy soft landing; The current inflation level is too high, and some evidence shows that core PCE inflation has peaked, but I hope to observe more data; Efforts will be made to avoid adding more uncertainty in a highly uncertain environment.</p><p><img src=\"https://static.tigerbbs.com/9966491415b2bcbe6a1b536e79b33d11\" tg-width=\"1080\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/264451ddf1a5c01368924691d818daf7\" tg-width=\"1080\" tg-height=\"754\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b07504d2143b9faefbe8f46f937a8be9\" tg-width=\"1080\" tg-height=\"572\" referrerpolicy=\"no-referrer\"/></p><p><b>3. Reiterate the previous view: the most hawkish moment of the Federal Reserve may have passed, and subsequent rate hike expectations are expected to gradually cool down.</b></p><p>U.S. inflation and economic outlook: Maintaining the previous judgment, the U.S. CPI in March has peaked at 8.5% year-on-year with a high probability. It may remain flat or drop slightly in April, and will accelerate the decline after May, and is expected to drop to around 4.5% by the end of the year. The U.S. economy may decline as early as late 23 or early 24, and before that, the economic slowdown will gradually intensify.</p><p>Outlook for the rhythm of the Federal Reserve's rate hike: In the previous report, we have pointed out many times that since the inflation in the United States will not drop significantly until May, the Federal Reserve will remain hawkish in the short term, but there is a high probability that it will not be more hawkish; After May, as the economy slows down and inflation falls, the Fed's hawkish degree is likely to weaken, and market rate hike expectations will also cool down. It is expected that the actual rate hike throughout the year will be lower than current market expectations. In addition, judging from factors such as term spreads, PMI patterns, and economic recession risks, the current round of rate hike by the Federal Reserve may stop early next year.</p><p>Outlook for major asset categories: Based on our judgment on the U.S. economy, inflation, and the Federal Reserve's monetary policy, the adjustment of U.S. stocks may be coming to an end, and it is expected to usher in a recovery in the second half of the year, and the Nasdaq is expected to outperform the S&P 500 again. Pay attention to the disturbance of the Russia-Ukraine conflict; The yield of 10Y U.S. bonds is expected to fluctuate at a high level in the short term, and there is a high probability that it will fall again in the second half of the year; Although the Fed's dove turn will be negative for the US Dollar Index, the US Dollar Index is expected to remain strong due to the greater impact of the Russia-Ukraine conflict on the European economy; As inflation falls, real interest rates rise, and the US dollar is strong, gold is likely to fall.</p><p><b>Risk warning:</b>U.S. inflation continued to exceed expectations, the Federal Reserve's policy stance exceeded expectations and hawkish, and the Russia-Ukraine conflict evolved beyond expectations.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/718621.html\">国盛证券</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42d623bf2f962cffafc93d5db7d45f9c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/718621.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167535166","content_text":"作者：熊园、刘新宇事件：北京时间5月5日凌晨2点，美联储公布5月FOMC会议决议。核心结论：美联储5月会议加息50bp、宣布6月开始缩表，但鹰派程度低于预期;会议过后，利率期货隐含的年内剩余加息次数小幅回落。重申前期观点，美联储最鹰时刻可能已过，伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，并且本轮加息可能在明年初停止。1、5月FOMC会议主要内容：美联储加息50bp至0.75-1.0%，符合市场预期。鲍威尔表示，未来两次会议可能分别加息50bp，之后可能加息25bp，不考虑一次加息75bp。此外，美联储宣布从6月开始缩表，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限，缩表规模与我们之前的测算十分接近，并且也符合市场预期。整体看，本次会议鹰派程度低于市场预期。2、资产价格和加息预期变化：会议过后，美股和黄金涨幅扩大，美元指数和美债收益率快速跳水。联邦基金利率期货显示，目前市场预期6月和7月分别加息50bp，已基本取消了加息75bp的可能性，年内剩余加息次数预期也由会议前的8.2次降至7.8次(一次对应25bp)。3、加息节奏展望：重申前期观点：伴随美国经济放缓和通胀回落，下半年美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度低于目前的市场预期。此外，美联储本轮加息可能在明年初停止。4、大类资产展望：美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。正文如下：1、美联储如期加息50bp，并宣布6月启动缩表。加息节奏：美联储决定将联邦基金目标利率上调50bp至0.75%-1.0%，符合市场预期，这是自2000年5月以来首次加息超过25bp。鲍威尔称，基准预期是接下来两次会议均会加息50bp，之后可能每次加息25bp，一次加息75bp不在考虑范围;预计中性利率将在2-3%之间，将尽快加息至中性利率水平，之后视情况而定。缩表计划：本次会议公布了缩表具体计划，将从6月1日开始缩表，以减少本金再投资的方式进行，初始缩债规模为每月300亿国债、175亿MBS，3个月后达到每月600亿国债、350亿MBS的上限。与2017年缩表相比，本次缩表的初始规模明显更高，且提高至上限的时间明显更快。整体来看，本次缩表的初始规模与我们前期报告《美联储3月会议前瞻与中长期展望——兼评2月非农》中的测算结果十分接近，纽约联储调查显示，市场在3月初就已预期到缩表可能从6月开始，并且初始缩债规模可能达到每月300亿国债、150亿MBS。因此，本次缩表计划基本符合预期。其他重要信息：本次会议声明中提及了一季度经济放缓，但对经济整体维持乐观，同时新增了“中国的疫情封锁措施可能加剧供应链中断。委员会高度关注通胀风险”。鲍威尔称，没有迹象表明经济接近衰退，货币政策收紧有望使经济软着陆;当前通胀水平过高，一些证据表明核心PCE通胀已经触顶，但希望观察更多数据;将努力避免在高度不确定的环境中增加更多的不确定性。3、重申前期观点：美联储最鹰时刻可能已过，后续加息预期有望逐步降温。美国通胀与经济展望：维持前期判断，美国3月CPI同比8.5%大概率已触顶，4月可能持平或小降，5月之后会加速回落，年底预计降至4.5%左右。美国经济最早可能在23年底或24年初衰退，在此之前，经济放缓程度会逐渐加剧。美联储加息节奏展望：前期报告中我们曾多次指出，鉴于美国通胀在5月之后才会明显回落，因此短期内美联储仍将维持鹰派，但大概率不会更加鹰派;5月之后，随着经济放缓和通胀回落，美联储鹰派程度大概率减弱，市场加息预期也将有所降温，预计全年实际加息幅度将低于目前的市场预期。此外，从期限利差、PMI规律、经济衰退风险等因素综合来看，美联储本轮加息可能在明年初停止。大类资产展望：综合我们对美国经济、通胀、美联储货币政策的判断，美股的调整可能已接近尾声，下半年有望迎来修复，并且纳指有望重新跑赢标普500，关注俄乌冲突的扰动;10Y美债收益率短期内预计高位震荡，下半年大概率重新下行;美联储转鸽虽然会对美元指数形成利空，但由于俄乌冲突对欧洲经济冲击更大，预计美元指数仍将保持强势;伴随通胀回落、实际利率上行、美元强势，黄金大概率下跌。风险提示：美国通胀持续超预期，美联储政策立场超预期鹰派，俄乌冲突超预期演化。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014118862,"gmtCreate":1649632603622,"gmtModify":1676534539226,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095631963582230","authorIdStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014118862","repostId":"1105696070","repostType":4,"repost":{"id":"1105696070","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649631794,"share":"https://ttm.financial/m/news/1105696070?lang=en_US&edition=fundamental","pubTime":"2022-04-11 07:03","market":"hk","language":"zh","title":"Zhihu-W will launch its IPO today, and the admission fee is about HK $5232.21","url":"https://stock-news.laohu8.com/highlight/detail?id=1105696070","media":"老虎资讯综合","summary":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；","content":"<p><html><head></head><body>April 11th,<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>Announced that the company plans to sell 26 million shares globally, including 2.6 million shares offered in Hong Kong, 23.4 million shares offered internationally, and a 15% over-allotment option; The IPO will be held from April 11 to April 14, 2022, and the expected pricing date is April 14; The public offering price will not exceed HK $51.80 per offer share, with 100 shares per lot and an admission fee of approximately HK $5,232; Credit Suisse, JPMorgan Chase, CICC and CMB International are joint sponsors; It is expected that the Shares will be listed on the Main Board of the Stock Exchange on 22 April 2022.</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>Subscription ladder:</b></p><p>There are 100 shares per lot, and the admission fee is HK $5,232.21.</p><p>The threshold for Group B is 100,000 shares, and the funds required for subscription are about HK $5,232,206.63.</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Zhihu is a leading online content community where people come to find solutions, make decisions, seek inspiration and have fun. According to CIC Consulting, Zhihu is one of the top five comprehensive online content communities in China in terms of average mobile monthly active users and revenue in 2019, 2020 and 2021, and it is also the largest online Q&A community in the country.</p><p>Users can explore and appreciate content that can broaden their horizons, provide solutions and arouse resonance on Zhihu. Zhihu calls it \"content with a sense of gain\". The range can range from daily life choices, such as choosing TV or mobile phones, refreshing resorts, educational books or variety shows, to esoteric knowledge content or unique experiences, such as learning about Tiangong Space Station or visiting the venue of the 2022 Winter Olympic Games, etc. Zhihu's all-round comprehensive content has attracted more and more user groups and content creators to Zhihu to share knowledge, experience and insights.</p><p>Zhihu is the leading online content community. In the fourth quarter of 2021, Zhihu's average mobile monthly active users reached 99.6 million, the average monthly visitors reached 500 million, and the average monthly user interactions reached 390 million. As of December 31, 2021, Zhihu has a cumulative number of content creators of 55 million, and has contributed a total of 420 million Q&A content, covering more than 1,000 vertical fields. Zhihu's revenue increased from RMB 670.5 million in 2019 to RMB 1.4 billion in 2020, and further increased to RMB 3 billion (US $464.4 million) in 2021, representing a CAGR of 110.1% since 2019.</p><p>Since its launch in 2010, Zhihu has been committed to expanding the content and services provided by Zhihu to meet the diverse needs of users, content creators and business partners. Zhihu has established a content-centered business model in the process of development, and has continuously developed and evolved it. Zhihu has grown from a question-and-answer community to one of the largest integrated online content communities in China. According to CIC, Zhihu is one of the first industry players to launch a paid membership model and launch content commercialization solutions for merchants and brands. Zhihu will continue to rely on the content-centered business model to launch new profit models, such as vocational training and e-commerce and other related services. However, Zhihu believes that the group is still in the early stages of profitability, and there is still significant room for growth in expanding profit channels.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhihu-W will launch its IPO today, and the admission fee is about HK $5232.21</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\">\nZhihu-W will launch its IPO today, and the admission fee is about HK $5232.21\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-11 07:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>April 11th,<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>Announced that the company plans to sell 26 million shares globally, including 2.6 million shares offered in Hong Kong, 23.4 million shares offered internationally, and a 15% over-allotment option; The IPO will be held from April 11 to April 14, 2022, and the expected pricing date is April 14; The public offering price will not exceed HK $51.80 per offer share, with 100 shares per lot and an admission fee of approximately HK $5,232; Credit Suisse, JPMorgan Chase, CICC and CMB International are joint sponsors; It is expected that the Shares will be listed on the Main Board of the Stock Exchange on 22 April 2022.</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>Subscription ladder:</b></p><p>There are 100 shares per lot, and the admission fee is HK $5,232.21.</p><p>The threshold for Group B is 100,000 shares, and the funds required for subscription are about HK $5,232,206.63.</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Zhihu is a leading online content community where people come to find solutions, make decisions, seek inspiration and have fun. According to CIC Consulting, Zhihu is one of the top five comprehensive online content communities in China in terms of average mobile monthly active users and revenue in 2019, 2020 and 2021, and it is also the largest online Q&A community in the country.</p><p>Users can explore and appreciate content that can broaden their horizons, provide solutions and arouse resonance on Zhihu. Zhihu calls it \"content with a sense of gain\". The range can range from daily life choices, such as choosing TV or mobile phones, refreshing resorts, educational books or variety shows, to esoteric knowledge content or unique experiences, such as learning about Tiangong Space Station or visiting the venue of the 2022 Winter Olympic Games, etc. Zhihu's all-round comprehensive content has attracted more and more user groups and content creators to Zhihu to share knowledge, experience and insights.</p><p>Zhihu is the leading online content community. In the fourth quarter of 2021, Zhihu's average mobile monthly active users reached 99.6 million, the average monthly visitors reached 500 million, and the average monthly user interactions reached 390 million. As of December 31, 2021, Zhihu has a cumulative number of content creators of 55 million, and has contributed a total of 420 million Q&A content, covering more than 1,000 vertical fields. Zhihu's revenue increased from RMB 670.5 million in 2019 to RMB 1.4 billion in 2020, and further increased to RMB 3 billion (US $464.4 million) in 2021, representing a CAGR of 110.1% since 2019.</p><p>Since its launch in 2010, Zhihu has been committed to expanding the content and services provided by Zhihu to meet the diverse needs of users, content creators and business partners. Zhihu has established a content-centered business model in the process of development, and has continuously developed and evolved it. Zhihu has grown from a question-and-answer community to one of the largest integrated online content communities in China. According to CIC, Zhihu is one of the first industry players to launch a paid membership model and launch content commercialization solutions for merchants and brands. Zhihu will continue to rely on the content-centered business model to launch new profit models, such as vocational training and e-commerce and other related services. However, Zhihu believes that the group is still in the early stages of profitability, and there is still significant room for growth in expanding profit channels.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02390":"知乎-W","ZH":"知乎"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105696070","content_text":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；公开发售价将不超过每股发售股份51.80港元，每手买卖单位100股，入场费约5232港元；瑞信、摩根大通、中金公司及招银国际为联席保荐人；预期股份将于2022年4月22日于联交所主板挂牌上市。申购阶梯：每手100股，入场费5232.21港元。乙组门槛为10万股，申购所需资金约5232206.63港元。知乎是一个领先的在线内容社区，人们来到这里寻找解决方案、作出决定、寻求灵感并获得乐趣。根据灼识咨询的资料，以2019年、2020年及2021年的平均移动端月活跃用户和收入计，知乎是中国前五大的综合在线内容社区之一，更是全国最大的在线问答社区。用户可在知乎上探索和欣赏能够开阔眼界，提供方案，引发共鸣的内容，知乎称之为“有获得感的内容”，范围之广可以从日常的生活选择，如挑选电视或手机、令人心旷神怡的度假胜地、益智图书或综艺节目等，到深奥的知识内容或独特体验，如了解天宫太空站或到访2022年冬季奥运会场地等，甚至是更重大的抉择，如选定学府、优质的备考课程、职业选择、维系关系或孕期待产等。知乎全方位的综合内容吸引了越来越多用户群和内容创作者到知乎来分享知识、经验和见解。知乎为领先的在线内容社区。2021年第四季度，知乎的平均移动端月活跃用户达9960万人，平均每月浏览人次达5亿，平均每月用户互动达3.9亿次。截至2021年12月31日，知乎的累计内容创作者达5500万人，累计贡献4.2亿条问答内容，涵盖超过1000种垂直领域。知乎的收入由2019年的人民币6.705亿元增加至2020年的人民币14亿元，并进一步增至2021年的人民币30亿元(4.644亿美元)，自2019年以来的复合年增长率为110.1%。自2010年知乎上线以来，知乎一直致力于扩展知乎提供的内容和服务，来满足用户、内容创作者和商业合作伙伴们的多样化需求。知乎在发展过程中确立了以内容为中心的业务模式，并将其不断发展演化。知乎已从一个问答社区发展成为中国最大的综合在线内容社区之一。根据灼识咨询的资料，知乎是首批推出付费会员模式，并为商家及品牌推出内容商业化解决方案的行业参与者之一。知乎会继续依托以内容为中心的业务模式，推出新的盈利模式，如职业培训和电子商务等相关的服务。然而，知乎认为集团目前仍处于盈利的早期阶段，对于拓展盈利渠道方面仍有显著的增长空间。","news_type":1,"symbols_score_info":{"ZH":0,"02390":0}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9077296346,"gmtCreate":1658531747985,"gmtModify":1676536171063,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍&nbsp;","listText":"👍👍👍&nbsp;","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077296346","repostId":"1137706109","repostType":4,"repost":{"id":"1137706109","kind":"news","pubTimestamp":1658506313,"share":"https://ttm.financial/m/news/1137706109?lang=en_US&edition=fundamental","pubTime":"2022-07-23 00:11","market":"us","language":"zh","title":"Economist Forecast: Fed rate hike 75 basis points next week, then slows down","url":"https://stock-news.laohu8.com/highlight/detail?id=1137706109","media":"华尔街见闻","summary":"目前，市场预期下周加息为75个基点的概率已经超过80%。","content":"<p><html><head></head><body>Author: Cao Zexi</p><p>At the beginning of this month, the market once expected that the Federal Reserve would issue a 100 basis point rate hike next week, and then maintain the pace of aggressive rate hike.</p><p><b>However, at present, the mainstream view among economists is that the Federal Reserve will rate hike by 75 basis points at next week's interest rate meeting, after which it may slow down the pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to issue a rate hike of 50 basis points in September and then a rate hike of 25 basis points at each of the remaining two meetings of the year. As a result, the Federal Funds rate ceiling rose to 3.5% by the end of 2022, the highest level since early 2008.</p><p>At present, the market expects more than 80% of the probability that the rate hike will be 75 basis points next week.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As far as the September meeting is concerned, although economists predict that the probability of the Fed continuing its rate hike at 75 basis points is still more than 50%, it is worth noting that generally speaking, the policy path envisioned by economists tends to be slightly more hawkish than the Fed's final actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Fed's monetary policy are now turning to pricing 50 basis points for September rate hike instead of 75 basis points for that month's rate hike. The reason why traders made this change was mainly due to the fear that the US economy would weaken or even slip into recession.</b></p><p>Rate hike of 75 basis points in June was the largest rate hike since 1994.</p><p>Powell has already stated that rate hike will \"choose one\" from 50 or 75 basis points in July, but so far, the statements of major senior Fed officials have hinted at 75 basis points.</p><p><b>In addition, economists also expect that the Federal Reserve will rate hike another 25 basis points early next year, bringing interest rates to a peak of 3.75%, and then stop the rate hike and start cutting interest rates before the end of next year.</b></p><p>Kathy Bostjancic, chief US economist at Oxford Economics, said:</p><p>The U.S. 's still-strong labor market and solid consumer spending provide room for the Federal Reserve to continue to raise policy rates rapidly. Among senior Fed officials, Fed Governor Christopher Waller is one of the hawkish policymakers. He has expressed his support for the July rate hike of 75 basis points instead of 100 basis points; Atlanta Fed President Raphael Bostic also warned that too aggressive Fed actions would have negative spillover effects.</p><p>Almost all the economists surveyed agree that the Fed has no intention of rate hike a full 100 basis points at any time during the current interest rate cycle. However, with the exception of Nomura Securities' U.S. economic research team, they expect the Fed's July rate hike to be 100 basis points.</p><p>In addition to rate hike, economists expect the Federal Reserve to eventually accelerate the reduction of its balance sheet. The Fed's shrinking balance sheet began in June, and the Federal Reserve is gradually accelerating the pace of shrinking balance sheet, eventually reaching $1.1 trillion a year. Economists predict that the size of the Fed's balance sheet will drop to $8.4 trillion by the end of the year and $6.5 trillion by December 2024.</p><p>Most economists believe that the Fed will eventually sell mortgage-backed securities outright, consistent with their already articulated tendency that in the long run, the only assets held by the Fed will be US Treasury Bond.</p><p>However, economists have different views on when the Fed will start selling mortgage-backed securities, with most thinking it will start in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its language of guiding interest rates and promise to continue the rate hike, but will not specify the specific rate hike.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Economist Forecast: Fed rate hike 75 basis points next week, then slows down</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\">\nEconomist Forecast: Fed rate hike 75 basis points next week, then slows down\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\">2022-07-23 00:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Author: Cao Zexi</p><p>At the beginning of this month, the market once expected that the Federal Reserve would issue a 100 basis point rate hike next week, and then maintain the pace of aggressive rate hike.</p><p><b>However, at present, the mainstream view among economists is that the Federal Reserve will rate hike by 75 basis points at next week's interest rate meeting, after which it may slow down the pace of rate hike.</b></p><p>Economists expect the Federal Open Market Committee (FOMC) to issue a rate hike of 50 basis points in September and then a rate hike of 25 basis points at each of the remaining two meetings of the year. As a result, the Federal Funds rate ceiling rose to 3.5% by the end of 2022, the highest level since early 2008.</p><p>At present, the market expects more than 80% of the probability that the rate hike will be 75 basis points next week.</p><p><img src=\"https://static.tigerbbs.com/3f363de590a896593fde3b95657a891e\" tg-width=\"1024\" tg-height=\"572\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As far as the September meeting is concerned, although economists predict that the probability of the Fed continuing its rate hike at 75 basis points is still more than 50%, it is worth noting that generally speaking, the policy path envisioned by economists tends to be slightly more hawkish than the Fed's final actual actions.</p><p><b>Furthermore, it is worth noting that swap traders betting on the Fed's monetary policy are now turning to pricing 50 basis points for September rate hike instead of 75 basis points for that month's rate hike. The reason why traders made this change was mainly due to the fear that the US economy would weaken or even slip into recession.</b></p><p>Rate hike of 75 basis points in June was the largest rate hike since 1994.</p><p>Powell has already stated that rate hike will \"choose one\" from 50 or 75 basis points in July, but so far, the statements of major senior Fed officials have hinted at 75 basis points.</p><p><b>In addition, economists also expect that the Federal Reserve will rate hike another 25 basis points early next year, bringing interest rates to a peak of 3.75%, and then stop the rate hike and start cutting interest rates before the end of next year.</b></p><p>Kathy Bostjancic, chief US economist at Oxford Economics, said:</p><p>The U.S. 's still-strong labor market and solid consumer spending provide room for the Federal Reserve to continue to raise policy rates rapidly. Among senior Fed officials, Fed Governor Christopher Waller is one of the hawkish policymakers. He has expressed his support for the July rate hike of 75 basis points instead of 100 basis points; Atlanta Fed President Raphael Bostic also warned that too aggressive Fed actions would have negative spillover effects.</p><p>Almost all the economists surveyed agree that the Fed has no intention of rate hike a full 100 basis points at any time during the current interest rate cycle. However, with the exception of Nomura Securities' U.S. economic research team, they expect the Fed's July rate hike to be 100 basis points.</p><p>In addition to rate hike, economists expect the Federal Reserve to eventually accelerate the reduction of its balance sheet. The Fed's shrinking balance sheet began in June, and the Federal Reserve is gradually accelerating the pace of shrinking balance sheet, eventually reaching $1.1 trillion a year. Economists predict that the size of the Fed's balance sheet will drop to $8.4 trillion by the end of the year and $6.5 trillion by December 2024.</p><p>Most economists believe that the Fed will eventually sell mortgage-backed securities outright, consistent with their already articulated tendency that in the long run, the only assets held by the Fed will be US Treasury Bond.</p><p>However, economists have different views on when the Fed will start selling mortgage-backed securities, with most thinking it will start in 2023 or later.</p><p>Looking ahead to the July meeting, economists expect the FOMC statement to retain its language of guiding interest rates and promise to continue the rate hike, but will not specify the specific rate hike.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3665581\">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/3665581","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1137706109","content_text":"作者：曹泽熙本月初，市场一度预计美联储将在下周加息100基点，之后也会维持激进加息的步伐。不过，目前，经济学家们的主流观点是，美联储在下周的议息会议上将加息75个基点，之后可能会放缓加息的步伐。经济学家们预计，联邦公开市场委员会（FOMC）将在9月加息50基点，然后在今年剩余的两次会议上分别加息25个基点。如此一来，联邦基金利率上限到2022年底升至3.5％，为2008年初以来的最高水平。目前，市场预期下周加息为75个基点的概率已经超过80%。就9月会议而言，虽然经济学家们预测美联储继续加息为75个基点的概率仍然超过50%，但是值得注意的是，通常来说，经济学家所设想的政策路径往往比美联储最终的实际行动要略微更偏鹰派。此外，值得注意的是，押注美联储货币政策的掉期交易者现在正转向定价9月加息50个基点，而不是当月加息75个基点。交易员们之所以会做出这样的转变，主要是出于对美国经济疲软、乃至滑入衰退的担忧。6月加息75个基点是1994年以来的最大加息幅度。鲍威尔早已表示，7月加息将从50或75个基点中“二选一”，不过截至目前，主要的美联储高官表态都暗示75个基点。此外，经济学家们还预计，在明年年初，美联储再加息25个基点，使利率达到3.75％的峰值，然后将会停止加息，并在明年年底前开始降息。牛津经济研究院首席美国经济学家Kathy Bostjancic称：美国仍然强劲的劳动力市场和稳固的消费者支出为美联储继续快速提高政策利率提供了空间。美联储高官中，美联储理事Christopher Waller是偏鹰派的决策者之一，他已经表态支持7月加息75个基点，而非100个基点；亚特兰大联储行长Raphael Bostic也警告称，美联储行动过于剧烈会产生负面的溢出效应。几乎所有参与调查的经济学家都认为，在当前这个利率周期内，美联储任何时候都无意加息整整100个基点。不过，野村证券的美国经济研究团队除外，他们预计美联储7月加息100个基点。除了加息之外，经济学家们预计，美联储最终将加快缩减资产负债表。美联储的缩表始于6月份，美联储正在逐步加快缩表步伐，最终达到每年1.1万亿美元。经济学家预测，到年底，美联储的资产负债表规模将降至8.4万亿美元，到2024年12月将降至6.5万亿美元。大多数经济学家认为，美联储最终将直接出售抵押贷款支持证券，这与他们已经阐明的倾向一致，即长期而言，美联储持有的资产将只有美国国债。不过，经济学家们对美联储何时开始出售抵押贷款支持证券有不同看法，多数人认为会在2023年或者更晚开始。展望7月的会议，经济学家们预计FOMC声明将保留其对利率作出指引的措辞，将承诺继续加息，但不会说明具体加息幅度。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963267348,"gmtCreate":1668695861585,"gmtModify":1676538098577,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963267348","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919110592,"gmtCreate":1663749082717,"gmtModify":1676537328865,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","listText":"<a href=\"https://ttm.financial/S/QYLD\">$Global X NASDAQ 100 Covered Call ETF(QYLD)$</a>","text":"$Global X NASDAQ 100 Covered Call 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07:39","market":"hk","language":"zh","title":"Sister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2250528579","media":"华尔街见闻","summary":"13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做...","content":"<p><html><head></head><body>Summary: As of the end of the second quarter, the company's market capitalization under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared. On Monday, July 11, ARK Investment Management LLC, run by \"Sister Wood\" Cathie Wood, announced its second quarter position information.</p><p>In the second quarter, the company opened long positions in General Motors and the SPDR S&P 500 ETF Trust, among others.</p><p>The company boosted its holdings in 96 stocks including Nvidia, Zoom Video Communications, 908 Devices Inc., and XPeng Motor ADR; Reduced holdings of 218 stocks including Tesla and Canadian e-commerce Shopify.</p><p>As of the end of the second quarter, the company's heavyweight stocks included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, and it is still Sister Mu's first position company. This was followed by ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08%.</p><p>Canadian e-commerce Shopify was sold off by Sister Mumu in the second quarter, with a reduction ratio of 1.4%. In addition, SEA was also lightened. Tesla was reduced by 0.7%.</p><p>As of the end of the second quarter, the company's market value under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared.</p><p>Preparing for a recession?</p><p>Is Sister Wood's position adjustment preparing for the recession in the United States?</p><p>Last month, she said that the United States was already in recession, and she admitted that she underestimated the severity and persistence of inflation in the United States.</p><p>Wood says:</p><p>We think we're in a recession. We think there's a big problem with inventory … I've never seen such a large increase in inventory in my 45-year career. Wood said inflation was higher than she expected due to supply chain disruptions and geopolitical risks:</p><p>We were wrong about one thing, we didn't realize inflation was going to last so long. The supply chain problem, I can't believe it, has been going on for more than two years, and at that time we did not expect the conflict between Russia and Ukraine. Inflation has always been a bigger problem, but it's going to send us into deflation. Wood believes consumers are feeling the rapid rise in prices, which is reflected in sentiment data that fell to record lows. She cited a University of Michigan consumer survey showing that this figure was 50 in June, the lowest level ever.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock</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\">\nSister Wood increased her holdings of XPeng Motors and Nvidia in the second quarter, and reduced her holdings of Tesla but is still a heavyweight stock\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\">2022-07-12 07:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary: As of the end of the second quarter, the company's market capitalization under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared. On Monday, July 11, ARK Investment Management LLC, run by \"Sister Wood\" Cathie Wood, announced its second quarter position information.</p><p>In the second quarter, the company opened long positions in General Motors and the SPDR S&P 500 ETF Trust, among others.</p><p>The company boosted its holdings in 96 stocks including Nvidia, Zoom Video Communications, 908 Devices Inc., and XPeng Motor ADR; Reduced holdings of 218 stocks including Tesla and Canadian e-commerce Shopify.</p><p>As of the end of the second quarter, the company's heavyweight stocks included Zoom, Tesla, and Roku.</p><p><img src=\"https://static.tigerbbs.com/e5deb6924fb9037969fef471e1663f4b\" tg-width=\"1024\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>Specifically, Tesla currently accounts for 6.47% of the company's position, and it is still Sister Mu's first position company. This was followed by ZOOM, which increased its holdings by 1.97% in the second quarter, accounting for 6.08%.</p><p>Canadian e-commerce Shopify was sold off by Sister Mumu in the second quarter, with a reduction ratio of 1.4%. In addition, SEA was also lightened. Tesla was reduced by 0.7%.</p><p>As of the end of the second quarter, the company's market value under management reached $16.91 billion. The company has 9 new stocks bought and 12 stocks cleared.</p><p>Preparing for a recession?</p><p>Is Sister Wood's position adjustment preparing for the recession in the United States?</p><p>Last month, she said that the United States was already in recession, and she admitted that she underestimated the severity and persistence of inflation in the United States.</p><p>Wood says:</p><p>We think we're in a recession. We think there's a big problem with inventory … I've never seen such a large increase in inventory in my 45-year career. Wood said inflation was higher than she expected due to supply chain disruptions and geopolitical risks:</p><p>We were wrong about one thing, we didn't realize inflation was going to last so long. The supply chain problem, I can't believe it, has been going on for more than two years, and at that time we did not expect the conflict between Russia and Ukraine. Inflation has always been a bigger problem, but it's going to send us into deflation. Wood believes consumers are feeling the rapid rise in prices, which is reflected in sentiment data that fell to record lows. She cited a University of Michigan consumer survey showing that this figure was 50 in June, the lowest level ever.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3664450\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","XPEV":"小鹏汽车","BK4550":"红杉资本持仓","BK4574":"无人驾驶","NVDA":"英伟达","BK4551":"寇图资本持仓","BK1588":"回港中概股","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK1575":"同股不同权","ARKF":"ARK Fintech Innovation ETF","BK4543":"AI","BK4527":"明星科技股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4526":"热门中概股","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK1587":"次新股","ARKK":"ARK Innovation ETF","BK4555":"新能源车","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","FNGU":"三倍做多FANG+指数ETN-MicroSectors","BK4529":"IDC概念","BK1539":"汽车股","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","BK4549":"软银资本持仓","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3664450","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250528579","content_text":"摘要：截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。7月11日周一，“木头姐”Cathie Wood掌管的ARK Investment Management LLC公司公布其二季度仓位信息。在二季度，该公司建仓做多通用汽车和SPDR标普500 ETF信托等。该公司增持英伟达、Zoom视频通讯、908 Devices Inc.、小鹏汽车ADR等96只股票；减持特斯拉、加拿大电商Shopify等218只股票。截至二季度末，该公司重仓股包括Zoom、特斯拉、以及Roku。具体来看，目前特斯拉占该公司仓位的6.47%，依然是木头姐的第一仓位公司。紧随其后的是在二季度增持了1.97%的ZOOM，仓位占6.08%。加拿大电商Shopify在二季度遭到木头姐抛售，减少比例为1.4%，此外SEA也遭到减仓。特斯拉遭减持0.7%。截至二季度末，该公司管理的市值达到169.1亿美元。公司新买入的股票有9只，清仓的股票为12只。为衰退做准备？木头姐的调仓，是否为美国的衰退做准备？上个月，她曾表示，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会持续这么久。供应链的问题，不敢相信，已经持续了两年多的时间，而那个时候我们还没预料到俄乌冲突。通货膨胀一直是一个更大的问题，但它将让我们陷入通货紧缩。Wood认为，消费者正在感受到价格的快速上涨，这反映在跌至历史低点的情绪数据中。她援引密歇根大学的消费者调查显示，6月份这一数据为50，是有史以来的最低水平。","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKK":0.9,"TSLA":1,"XPEV":1,"EVS.SI":0.6,"NVDA":1,"09868":1,"FNGU":1}},"isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014118862,"gmtCreate":1649632603622,"gmtModify":1676534539226,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014118862","repostId":"1105696070","repostType":4,"repost":{"id":"1105696070","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649631794,"share":"https://ttm.financial/m/news/1105696070?lang=en_US&edition=fundamental","pubTime":"2022-04-11 07:03","market":"hk","language":"zh","title":"Zhihu-W will launch its IPO today, and the admission fee is about HK $5232.21","url":"https://stock-news.laohu8.com/highlight/detail?id=1105696070","media":"老虎资讯综合","summary":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；","content":"<p><html><head></head><body>April 11th,<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>Announced that the company plans to sell 26 million shares globally, including 2.6 million shares offered in Hong Kong, 23.4 million shares offered internationally, and a 15% over-allotment option; The IPO will be held from April 11 to April 14, 2022, and the expected pricing date is April 14; The public offering price will not exceed HK $51.80 per offer share, with 100 shares per lot and an admission fee of approximately HK $5,232; Credit Suisse, JPMorgan Chase, CICC and CMB International are joint sponsors; It is expected that the Shares will be listed on the Main Board of the Stock Exchange on 22 April 2022.</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>Subscription ladder:</b></p><p>There are 100 shares per lot, and the admission fee is HK $5,232.21.</p><p>The threshold for Group B is 100,000 shares, and the funds required for subscription are about HK $5,232,206.63.</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Zhihu is a leading online content community where people come to find solutions, make decisions, seek inspiration and have fun. According to CIC Consulting, Zhihu is one of the top five comprehensive online content communities in China in terms of average mobile monthly active users and revenue in 2019, 2020 and 2021, and it is also the largest online Q&A community in the country.</p><p>Users can explore and appreciate content that can broaden their horizons, provide solutions and arouse resonance on Zhihu. Zhihu calls it \"content with a sense of gain\". The range can range from daily life choices, such as choosing TV or mobile phones, refreshing resorts, educational books or variety shows, to esoteric knowledge content or unique experiences, such as learning about Tiangong Space Station or visiting the venue of the 2022 Winter Olympic Games, etc. Zhihu's all-round comprehensive content has attracted more and more user groups and content creators to Zhihu to share knowledge, experience and insights.</p><p>Zhihu is the leading online content community. In the fourth quarter of 2021, Zhihu's average mobile monthly active users reached 99.6 million, the average monthly visitors reached 500 million, and the average monthly user interactions reached 390 million. As of December 31, 2021, Zhihu has a cumulative number of content creators of 55 million, and has contributed a total of 420 million Q&A content, covering more than 1,000 vertical fields. Zhihu's revenue increased from RMB 670.5 million in 2019 to RMB 1.4 billion in 2020, and further increased to RMB 3 billion (US $464.4 million) in 2021, representing a CAGR of 110.1% since 2019.</p><p>Since its launch in 2010, Zhihu has been committed to expanding the content and services provided by Zhihu to meet the diverse needs of users, content creators and business partners. Zhihu has established a content-centered business model in the process of development, and has continuously developed and evolved it. Zhihu has grown from a question-and-answer community to one of the largest integrated online content communities in China. According to CIC, Zhihu is one of the first industry players to launch a paid membership model and launch content commercialization solutions for merchants and brands. Zhihu will continue to rely on the content-centered business model to launch new profit models, such as vocational training and e-commerce and other related services. However, Zhihu believes that the group is still in the early stages of profitability, and there is still significant room for growth in expanding profit channels.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zhihu-W will launch its IPO today, and the admission fee is about HK $5232.21</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\">\nZhihu-W will launch its IPO today, and the admission fee is about HK $5232.21\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-11 07:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>April 11th,<a href=\"https://laohu8.com/S/02390\">Zhihu-W</a>Announced that the company plans to sell 26 million shares globally, including 2.6 million shares offered in Hong Kong, 23.4 million shares offered internationally, and a 15% over-allotment option; The IPO will be held from April 11 to April 14, 2022, and the expected pricing date is April 14; The public offering price will not exceed HK $51.80 per offer share, with 100 shares per lot and an admission fee of approximately HK $5,232; Credit Suisse, JPMorgan Chase, CICC and CMB International are joint sponsors; It is expected that the Shares will be listed on the Main Board of the Stock Exchange on 22 April 2022.</p><p><img src=\"https://static.tigerbbs.com/d73a7595993d9a67c78ca97e558f69bc\" tg-width=\"875\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/></p><p><b>Subscription ladder:</b></p><p>There are 100 shares per lot, and the admission fee is HK $5,232.21.</p><p>The threshold for Group B is 100,000 shares, and the funds required for subscription are about HK $5,232,206.63.</p><p><img src=\"https://static.tigerbbs.com/ed1099ab08b8b243eca72ba9e48a3945\" tg-width=\"885\" tg-height=\"609\" referrerpolicy=\"no-referrer\"/></p><p>Zhihu is a leading online content community where people come to find solutions, make decisions, seek inspiration and have fun. According to CIC Consulting, Zhihu is one of the top five comprehensive online content communities in China in terms of average mobile monthly active users and revenue in 2019, 2020 and 2021, and it is also the largest online Q&A community in the country.</p><p>Users can explore and appreciate content that can broaden their horizons, provide solutions and arouse resonance on Zhihu. Zhihu calls it \"content with a sense of gain\". The range can range from daily life choices, such as choosing TV or mobile phones, refreshing resorts, educational books or variety shows, to esoteric knowledge content or unique experiences, such as learning about Tiangong Space Station or visiting the venue of the 2022 Winter Olympic Games, etc. Zhihu's all-round comprehensive content has attracted more and more user groups and content creators to Zhihu to share knowledge, experience and insights.</p><p>Zhihu is the leading online content community. In the fourth quarter of 2021, Zhihu's average mobile monthly active users reached 99.6 million, the average monthly visitors reached 500 million, and the average monthly user interactions reached 390 million. As of December 31, 2021, Zhihu has a cumulative number of content creators of 55 million, and has contributed a total of 420 million Q&A content, covering more than 1,000 vertical fields. Zhihu's revenue increased from RMB 670.5 million in 2019 to RMB 1.4 billion in 2020, and further increased to RMB 3 billion (US $464.4 million) in 2021, representing a CAGR of 110.1% since 2019.</p><p>Since its launch in 2010, Zhihu has been committed to expanding the content and services provided by Zhihu to meet the diverse needs of users, content creators and business partners. Zhihu has established a content-centered business model in the process of development, and has continuously developed and evolved it. Zhihu has grown from a question-and-answer community to one of the largest integrated online content communities in China. According to CIC, Zhihu is one of the first industry players to launch a paid membership model and launch content commercialization solutions for merchants and brands. Zhihu will continue to rely on the content-centered business model to launch new profit models, such as vocational training and e-commerce and other related services. However, Zhihu believes that the group is still in the early stages of profitability, and there is still significant room for growth in expanding profit channels.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02390":"知乎-W","ZH":"知乎"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105696070","content_text":"4月11日，知乎-W发布公告，公司拟全球发售2600万股股份，其中香港发售股份260万股，国际发售股份2340万股，另有15%超额配股权；2022年4月11日至4月14日招股，预期定价日为4月14日；公开发售价将不超过每股发售股份51.80港元，每手买卖单位100股，入场费约5232港元；瑞信、摩根大通、中金公司及招银国际为联席保荐人；预期股份将于2022年4月22日于联交所主板挂牌上市。申购阶梯：每手100股，入场费5232.21港元。乙组门槛为10万股，申购所需资金约5232206.63港元。知乎是一个领先的在线内容社区，人们来到这里寻找解决方案、作出决定、寻求灵感并获得乐趣。根据灼识咨询的资料，以2019年、2020年及2021年的平均移动端月活跃用户和收入计，知乎是中国前五大的综合在线内容社区之一，更是全国最大的在线问答社区。用户可在知乎上探索和欣赏能够开阔眼界，提供方案，引发共鸣的内容，知乎称之为“有获得感的内容”，范围之广可以从日常的生活选择，如挑选电视或手机、令人心旷神怡的度假胜地、益智图书或综艺节目等，到深奥的知识内容或独特体验，如了解天宫太空站或到访2022年冬季奥运会场地等，甚至是更重大的抉择，如选定学府、优质的备考课程、职业选择、维系关系或孕期待产等。知乎全方位的综合内容吸引了越来越多用户群和内容创作者到知乎来分享知识、经验和见解。知乎为领先的在线内容社区。2021年第四季度，知乎的平均移动端月活跃用户达9960万人，平均每月浏览人次达5亿，平均每月用户互动达3.9亿次。截至2021年12月31日，知乎的累计内容创作者达5500万人，累计贡献4.2亿条问答内容，涵盖超过1000种垂直领域。知乎的收入由2019年的人民币6.705亿元增加至2020年的人民币14亿元，并进一步增至2021年的人民币30亿元(4.644亿美元)，自2019年以来的复合年增长率为110.1%。自2010年知乎上线以来，知乎一直致力于扩展知乎提供的内容和服务，来满足用户、内容创作者和商业合作伙伴们的多样化需求。知乎在发展过程中确立了以内容为中心的业务模式，并将其不断发展演化。知乎已从一个问答社区发展成为中国最大的综合在线内容社区之一。根据灼识咨询的资料，知乎是首批推出付费会员模式，并为商家及品牌推出内容商业化解决方案的行业参与者之一。知乎会继续依托以内容为中心的业务模式，推出新的盈利模式，如职业培训和电子商务等相关的服务。然而，知乎认为集团目前仍处于盈利的早期阶段，对于拓展盈利渠道方面仍有显著的增长空间。","news_type":1,"symbols_score_info":{"ZH":0,"02390":0}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186405666992256,"gmtCreate":1686548478569,"gmtModify":1686548482912,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍Very 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target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","listText":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。<a target=\"_blank\" href=\"https://laohu8.com/S/TEDU\">$達內科技(TEDU)$</a>&nbsp;財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","text":"“雙減”政策的餘波疊加疫情的深刻影響，使得教培行業進入發展的新生態，“苦練內功”的達內教育在時代的激流下愈發穩健。美股研究社獲悉，11月30日消息，達內教育發佈了截至2022年9月30日的第三季度未經審計的財務報告。$達內科技(TEDU)$ 財報顯示，達內教育前三季度淨收入爲19.16億元，同比增幅爲10.7%；淨利潤爲1.03億元，上年同期淨虧損爲2.93億元；同時，非準則淨利潤（non-GAAP）達到1.15億元，同比實現扭虧爲盈。根據財報，達內教育第三季度實現淨收入6.43億元，同比增長4.6%；淨利潤（non-GAAP）達到3716萬元，去年同期爲淨虧損9053萬元，公司整體毛利率爲55.1%，同比提升4.2個百分點。分業務來看，第三季度，達內教育在青少年素質教育領域的營收實現了同比9.9%的穩步增長，毛利率達到45%；而成人職業教育業務受經濟環境影響，財務收入略下降1.7%，但毛利率達到68.3%，盈利能力依舊穩健。達內教育CEO孫瀅女士表示：“2022年第三季度，公司採取了相對保守的增長戰略，專注於提升課程及服務質量，通過優化運營效率保持健康的發展態勢，而本季度穩健的經營業績凸顯了貫徹這一戰略的有效性。” 值得一提的是，此次在公佈三季度業績的同時，達內教育還宣佈了300萬美元的股票回購計劃，這也充分體現出管理層對公司發展前景的信心。來源：美股研究社","images":[{"img":"https://static.tigerbbs.com/d8c17cc66c8648c89c7f8d0ccf34bfc8","width":"632","height":"428"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620573047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967072292,"gmtCreate":1670241760317,"gmtModify":1676538327247,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967072292","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219832,"gmtCreate":1669780108926,"gmtModify":1676538242015,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219832","isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962219391,"gmtCreate":1669780094913,"gmtModify":1676538242008,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962219391","isVote":1,"tweetType":1,"viewCount":2579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059962740,"gmtCreate":1654295985981,"gmtModify":1676535425024,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059962740","repostId":"614055514","repostType":1,"repost":{"id":614055514,"gmtCreate":1653298980000,"gmtModify":1676533137662,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"北京新增63例，緊急闢謠！剛剛，國家衛健委通報！信息量很大！","htmlText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","listText":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","text":"中國基金報記者 李智 5月23日下午，北京召開新冠疫情防控第343場新聞發佈會，通報疫情最新情況。 自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；管控人員58例、社會面篩查5例。 目前，海淀區友誼社區、復興路32號院，東城區東方廣場等聚集性疫情存在傳播風險。 近日，海淀區海淀街道友誼社區已連續檢出19例陽性人員，與多個家庭之間的聚會和聚集性娛樂活動有關。居家辦公期間，堅持非必要不流動、非必要不外出，不聚會、不串門、不出遊、不扎堆。 新發地市場要封控的傳言並不屬實，目前供應充足、價格穩定、運行平穩。 北京新增本土感染者63例 社會面篩查5例 會上，北京市疾病預防控制中心副主任劉曉峯通報：5月23日0時至15時，新增本土新冠肺炎病毒感染者34例。自5月22日發佈會後（5月22日15時至23日15時），新增本土新冠肺炎病毒感染者63例，豐臺區23例、房山區16例、海淀區14例、東城區4例、通州區3例、西城區2例、懷柔區1例；普通型3例、輕型51例、無症狀感染者9例；管控人員58例、社會面篩查5例。均已轉至定點醫院隔離治療，相關風險點位及人員已管控落位。 相關感染者情況通報如下： 感染者1642：通過社會面核酸篩查發現，現住東城區建國門街道貢院西街。自述5月21日出現發熱等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，臨牀分型爲輕型。感染者1646：通過社會面核酸篩查發現，現住豐臺區玉泉營街道宜蘭園。5月22日報告核酸檢測結果爲陽性，當日診斷爲無症狀感染者。感染者1652：通過社會面核酸篩查發現，現住海淀區四季青鎮佟家墳，工作地點爲東城區東方廣場。自述5月21日出現鼻塞、咳嗽等症狀，5月22日報告核酸檢測結果爲陽性，當日診斷爲確診病例，","images":[{"img":"https://static.tigerbbs.com/8de53b4acf0d4afd826e9b2d0f0d6333","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8537176f71a4415999a53ad4495dd1df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/75093bd4cd5043ab940d055804e2044e","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614055514","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068369007,"gmtCreate":1651719621114,"gmtModify":1676534956457,"author":{"id":"4095631963582230","authorId":"4095631963582230","name":"Jackyteo86","avatar":"https://static.tigerbbs.com/b7d0fa0d1da7218a46558c43a32c7495","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095631963582230","idStr":"4095631963582230"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068369007","repostId":"1167535166","repostType":4,"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}