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EricYow
EricYow
·
2021-09-01
ok
@Yao6262：
$SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what
$SEMBCORP MARINE LTD(S51.SI)$what happens if I subscribe for my 1000 shares? Do I get the extra shares or what
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EricYow
EricYow
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2021-08-07
good
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EricYow
EricYow
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2021-08-04
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Liulishuo Receives Founder's Privatization Offer at $1.13 per Common Share
8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董
Liulishuo Receives Founder's Privatization Offer at $1.13 per Common Share
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EricYow
EricYow
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2021-08-04
????
Fed Vice Chair: Will Surely See Taper Bond Purchases Later This Year
提高联邦基金利率目标范围的必要条件将在2022年底前得到满足。
Fed Vice Chair: Will Surely See Taper Bond Purchases Later This Year
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EricYow
EricYow
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2021-08-04
?
The semiconductor sector of U.S. stocks rose generally at the beginning of the session, and AMD rose more than 4% to reach a new high
周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。
The semiconductor sector of U.S. stocks rose generally at the beginning of the session, and AMD rose more than 4% to reach a new high
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EricYow
EricYow
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2021-08-03
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Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world
有着全球最安全资产之称的美债也不再安全了？
Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world
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EricYow
EricYow
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2021-08-03
nice
Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world
有着全球最安全资产之称的美债也不再安全了？
Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world
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EricYow
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2021-08-03
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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\">\nLiulishuo Receives Founder's Privatization Offer at $1.13 per Common Share\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-08-04 21:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On August 4,<a href=\"https://laohu8.com/S/LAIX\">Fluency theory</a>Announces that its Board of Directors has received a preliminary non-binding proposal dated August 4, 2021 to jointly acquire, by Yi Wang, Co-Founder, Chairman and Chief Executive Officer of the Company, Zheren Hu, Co-Founder, Director and Chief Technology Officer, Hui Lin, Co-Founder, Director and Chief Technology Officer, and PCIL IV Limited (hereinafter referred to as the Purchaser Group), all of the Company's outstanding common shares, including Class A common shares represented by the Company's American Depositary Shares (ADS) (each ADS represents one Class A common share), at a proposed purchase price of $1.13 per common share in cash.</p><p>The company expects to establish a special board committee comprising independent and uninterested directors to consider the recommendation letter and the proposed transaction.</p><p>Affected by the news, the stock was up 5.88% at $1.08 premarket as of press time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/527514.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2c89b55675953ec212b39326409f754","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/527514.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2156018551","content_text":"8月4日，流利说宣布其董事会已收到一份初步的非约束性建议书，日期为2021年8月4日，由公司联合创始人、董事长兼首席执行官Yi Wang，联合创始人、董事兼首席技术官Zheren Hu，联合创始人、董事兼首席技术官Hui Lin以及PCIL IV Limited(以下简称买方团)共同收购公司所有已发行的普通股，包括由公司的美国存托股(ADS)代表的A类普通股(每股ADS代表一股A类普通股)，每股普通股拟定收购价为1.13美元现金。\n该公司预计将成立一个董事会特别委员会，由独立董事和无利害关系董事组成，审议建议函和拟议交易。\n受该消息影响，截至发稿，该股盘前涨5.88%，报1.08美元。","news_type":1,"symbols_score_info":{"LAIX":0.9}},"isVote":1,"tweetType":1,"viewCount":3321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860644,"gmtCreate":1628092206488,"gmtModify":1703501166789,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585088369400415","idStr":"3585088369400415"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890860644","repostId":"2156102664","repostType":4,"repost":{"id":"2156102664","kind":"news","pubTimestamp":1628089560,"share":"https://ttm.financial/m/news/2156102664?lang=en_US&edition=fundamental","pubTime":"2021-08-04 23:06","market":"us","language":"zh","title":"Fed Vice Chair: Will Surely See Taper Bond Purchases Later This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2156102664","media":"华尔街见闻","summary":"提高联邦基金利率目标范围的必要条件将在2022年底前得到满足。","content":"<p>On Wednesday local time, Federal Reserve Vice Chairman Richard Clarida said in a speech at a webinar at the Peterson Institute for International Economics:<b>The necessary conditions to raise the range of Federal Funds rate targets will be met by the end of 2022, and the Fed has what it takes to begin a rate hike in 2023.</b></p><p>He said:<b>Will support the announcement of a modest reduction in asset purchases later this year; Sure to see the Fed announce a taper in bond purchases later this year.</b></p><p>Specifically, Clara said in her speech that although the job market still needs to recover, inflation is keeping an eye on and reaching the Fed's 2% target, which creates conditions for the Fed to make \"further substantial progress\" before tightening monetary policy. He believes: Given the above, as long as inflation expectations remain well fixed to the long-term target of 2%…at this point, normalization of monetary policy in 2023 is fully in line with our new flexible average inflation target framework.</p><p>Clara also talked about her own views on inflation. At the time, he said that if core PCE inflation this year reached or exceeded 3% as expected, then he would think that this was significantly above the long-term inflation target of 2%, rather than being \"modestly\" above that line:</p><p>As before, any expectation is risky, and there is an upside risk to my expectation of U.S. inflation. He later added that he believed that the rise of US inflation above the target may be temporary.</p><p>In addition, Clara also said in her speech that the spread of COVID-19 \"Delta\" strain is obviously a downside risk. He later said that the current forecast for U.S. GDP growth this year \"will be the fastest recovery in 50 years immediately following the recession\".</p><p>As of press time, the three major U.S. stock indexes had mixed gains and losses, with the Dow futures falling about 270 points, or 0.77%.</p><p><img src=\"https://static.tigerbbs.com/955d346c258b47f0c55559b5a0dea98c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Fed Vice Chair: Will Surely See Taper Bond Purchases Later This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Vice Chair: Will Surely See Taper Bond Purchases Later This Year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-04 23:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Wednesday local time, Federal Reserve Vice Chairman Richard Clarida said in a speech at a webinar at the Peterson Institute for International Economics:<b>The necessary conditions to raise the range of Federal Funds rate targets will be met by the end of 2022, and the Fed has what it takes to begin a rate hike in 2023.</b></p><p>He said:<b>Will support the announcement of a modest reduction in asset purchases later this year; Sure to see the Fed announce a taper in bond purchases later this year.</b></p><p>Specifically, Clara said in her speech that although the job market still needs to recover, inflation is keeping an eye on and reaching the Fed's 2% target, which creates conditions for the Fed to make \"further substantial progress\" before tightening monetary policy. He believes: Given the above, as long as inflation expectations remain well fixed to the long-term target of 2%…at this point, normalization of monetary policy in 2023 is fully in line with our new flexible average inflation target framework.</p><p>Clara also talked about her own views on inflation. At the time, he said that if core PCE inflation this year reached or exceeded 3% as expected, then he would think that this was significantly above the long-term inflation target of 2%, rather than being \"modestly\" above that line:</p><p>As before, any expectation is risky, and there is an upside risk to my expectation of U.S. inflation. He later added that he believed that the rise of US inflation above the target may be temporary.</p><p>In addition, Clara also said in her speech that the spread of COVID-19 \"Delta\" strain is obviously a downside risk. He later said that the current forecast for U.S. GDP growth this year \"will be the fastest recovery in 50 years immediately following the recession\".</p><p>As of press time, the three major U.S. stock indexes had mixed gains and losses, with the Dow futures falling about 270 points, or 0.77%.</p><p><img src=\"https://static.tigerbbs.com/955d346c258b47f0c55559b5a0dea98c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637152\">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/5f10ed06412cd6750f1aaa848376bec0","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3637152","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2156102664","content_text":"当地时间周三，美联储副主席克拉里达（Richard Clarida）在彼得森国际经济研究所的一场网络研讨会上发表演讲时表示：提高联邦基金利率目标范围的必要条件将在2022年底前得到满足，而美联储也具备了在2023年开始加息的条件。\n他称：将支持在今年晚些时候宣布适度减少资产购买；肯定会看到美联储在今年晚些时候宣布缩减购债规模。\n具体来看，克拉里达在演讲当中表示，虽然就业市场仍需要回复，但是通胀正在盯紧并达到美联储2%的目标，而这为美联储收紧货币政策之前取得“进一步的实质性进展”创造了条件。他认为：鉴于上述情况，只要通胀预期仍能很好地固定在2%的长期目标上……此时，货币政策在2023年正常化就完全符合我们新的灵活的平均通胀目标框架。\n克拉里达还谈到了自己对通胀的看法。当时他表示，如果今年的核心PCE通胀和预期一样达到或超过3％，那他会认为这已经明显超过了2%的长期通胀目标，而不是“适度”高于此线：\n\n 和以前一样，任何预期都是有风险的，而我对美国通胀的预期就存在上行风险。\n\n他之后补充称，自己认为美国通胀升穿目标可能是暂时性的。\n此外克拉里达在演讲中还表示，新冠“德尔塔”毒株的扩散显然是一个下行风险。而他随后又表示，目前对美国今年GDP增长的预测“将是50年以来紧跟在经济衰退之后最快的恢复”。\n截至发稿，美股三大指数涨跌不一，道指期货跌约270点，跌幅0.77%。","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890860966,"gmtCreate":1628092184055,"gmtModify":1703501166625,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585088369400415","idStr":"3585088369400415"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890860966","repostId":"1154214794","repostType":4,"repost":{"id":"1154214794","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":1628085369,"share":"https://ttm.financial/m/news/1154214794?lang=en_US&edition=fundamental","pubTime":"2021-08-04 21:56","market":"us","language":"zh","title":"The semiconductor sector of U.S. stocks rose generally at the beginning of the session, and AMD rose more than 4% to reach a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1154214794","media":"老虎资讯综合","summary":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","content":"<p>On Wednesday, the semiconductor sector of U.S. stocks rose generally at the beginning of the session,<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose more than 4% and continued to hit a new high,<a href=\"https://laohu8.com/S/ASX\">ASE Semiconductor</a>、<a href=\"https://laohu8.com/S/UMC\">UMC</a>Up 2.5%,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>semiconductors,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Up 0.5%.</p><p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The semiconductor sector of U.S. stocks rose generally at the beginning of the session, and AMD rose more than 4% to reach a new high</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe semiconductor sector of U.S. stocks rose generally at the beginning of the session, and AMD rose more than 4% to reach a new high\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-04 21:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Wednesday, the semiconductor sector of U.S. stocks rose generally at the beginning of the session,<a href=\"https://laohu8.com/S/AMD\">AMD</a>It rose more than 4% and continued to hit a new high,<a href=\"https://laohu8.com/S/ASX\">ASE Semiconductor</a>、<a href=\"https://laohu8.com/S/UMC\">UMC</a>Up 2.5%,<a href=\"https://laohu8.com/S/NXPI\">NXP</a>semiconductors,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Up 0.5%.</p><p><img src=\"https://static.tigerbbs.com/d1dcc2d93b0d500b847fc508bbf2c6ab\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","UMC":"联电","ASX":"日月光半导体","AMD":"美国超微公司","TSM":"台积电","NXPI":"恩智浦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154214794","content_text":"周三，美股半导体板块盘初普涨，AMD涨超4%续创新高，日月光半导体、联电涨2.5%，恩智浦半导体、台积电涨0.5%。","news_type":1,"symbols_score_info":{"EWT":0.9,"AMD":0.9,"NXPI":0.9,"UMC":0.9,"ASX":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921858,"gmtCreate":1627997800874,"gmtModify":1703499337510,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585088369400415","idStr":"3585088369400415"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807921858","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://ttm.financial/m/news/1110661815?lang=en_US&edition=fundamental","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>U.S. debt, known as the safest asset in the world, is no longer safe?</p><p>According to Bloomberg, the world's largest pension fund, the Japanese Government Retirement Pension Fund (GPIF), in its last fiscal year ending in March this year<b>The proportion of U.S. government bonds and notes has been cut to a record 35 percent from 47 percent previously</b>。 Meanwhile, GPIF<b>Increased holdings of European sovereign bonds</b>。</p><p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For more than a year, GPIF has redeployed its portfolio, reduced its reliance on Japanese government bonds and<b>Focus shifts to higher-returning stocks and overseas bonds</b>。</p><p>Although GPIF did not disclose the basic operating logic of his position adjustment, given that it holds up to $1.7 trillion in assets, this change will undoubtedly have a drastic impact on the market.</p><p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In addition, GPIF's bond allocation to France, Italy, the UK and Germany all increased by at least 1.7% in the 12 months to March this year. After adjusting for exchange rate and bond price fluctuations. Purchases of these bonds are estimated to total 5.72 trillion yen ($52 billion).</p><p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For now, GPIF's investment strategy of lowering the weight of US debt has been successful, with its return on overseas bond investments in the last fiscal year of 7.1%, higher than the FTSE World Treasury Bond Index of 5.4%.</p><p>The U.S. 10-year Treasury Bond has experienced a long period of sideways trading since the pandemic began in March last year, before rising above 1.7% in March this year, and its current yield is below 1.2%.</p><p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Ayako Sera, an analyst at Sumitomo Mitsui Trust Bank, said that the current yield of U.S. bonds is not enough to offset the risk of exchange rate fluctuations, and the attractiveness of U.S. Treasury Bond may further decline.</p><p>According to data from the U.S. Treasury Department, Japanese investors sold $24 billion and $35 billion in U.S. debt in the current fiscal year and the previous fiscal year, which began in April this year, respectively.</p><p>Morgan Stanley has said that it needs to avoid forcibly rationalizing the current low yield of U.S. debt.</p><p>In March,<b>Most investors believe the rise in U.S. bond yields is driven by the strong economic recovery in the United States</b>The market even once generally believed that the yield of the U.S. bond would soon exceed 2%.</p><p>But that's just wishful thinking among investors.</p><p>What is the real reason for the sharp rise in U.S. bond yields during this period?</p><p>Morgan Stanley believes:</p><p>U.S. bond yields rose,<b>The real main reason is the heavy selling of U.S. debt by GPIF. The reason why GPIF sold U.S. debt is mainly based on the understanding of profit at the end of the fiscal year.</b>After that,<b>As the actual economic data of the United States can't keep up with the expected data, the yield of U.S. bonds began to fall.</b>In other words, the Japanese operation successfully deceived the whole world, and the rise of U.S. debt was interpreted by the market as a strong recovery of the U.S. economy; The decline in U.S. bonds was interpreted by the market as caused by quantitative easing.</p><p>On the current view of U.S. bond yields, Morgan Stanley said:</p><p>The fair value of the 10-year Treasury Bond yield in the United States should be about 1.6%, and the yield of U.S. bonds will rise in August. Thanks to the $2 trillion infrastructure plan launched by the Biden administration, it will maintain the strong growth of the U.S. labor market and drive the yield of U.S. bonds up in the future.</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>Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world</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\">\nExposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-03 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. debt, known as the safest asset in the world, is no longer safe?</p><p>According to Bloomberg, the world's largest pension fund, the Japanese Government Retirement Pension Fund (GPIF), in its last fiscal year ending in March this year<b>The proportion of U.S. government bonds and notes has been cut to a record 35 percent from 47 percent previously</b>。 Meanwhile, GPIF<b>Increased holdings of European sovereign bonds</b>。</p><p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For more than a year, GPIF has redeployed its portfolio, reduced its reliance on Japanese government bonds and<b>Focus shifts to higher-returning stocks and overseas bonds</b>。</p><p>Although GPIF did not disclose the basic operating logic of his position adjustment, given that it holds up to $1.7 trillion in assets, this change will undoubtedly have a drastic impact on the market.</p><p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In addition, GPIF's bond allocation to France, Italy, the UK and Germany all increased by at least 1.7% in the 12 months to March this year. After adjusting for exchange rate and bond price fluctuations. Purchases of these bonds are estimated to total 5.72 trillion yen ($52 billion).</p><p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For now, GPIF's investment strategy of lowering the weight of US debt has been successful, with its return on overseas bond investments in the last fiscal year of 7.1%, higher than the FTSE World Treasury Bond Index of 5.4%.</p><p>The U.S. 10-year Treasury Bond has experienced a long period of sideways trading since the pandemic began in March last year, before rising above 1.7% in March this year, and its current yield is below 1.2%.</p><p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Ayako Sera, an analyst at Sumitomo Mitsui Trust Bank, said that the current yield of U.S. bonds is not enough to offset the risk of exchange rate fluctuations, and the attractiveness of U.S. Treasury Bond may further decline.</p><p>According to data from the U.S. Treasury Department, Japanese investors sold $24 billion and $35 billion in U.S. debt in the current fiscal year and the previous fiscal year, which began in April this year, respectively.</p><p>Morgan Stanley has said that it needs to avoid forcibly rationalizing the current low yield of U.S. debt.</p><p>In March,<b>Most investors believe the rise in U.S. bond yields is driven by the strong economic recovery in the United States</b>The market even once generally believed that the yield of the U.S. bond would soon exceed 2%.</p><p>But that's just wishful thinking among investors.</p><p>What is the real reason for the sharp rise in U.S. bond yields during this period?</p><p>Morgan Stanley believes:</p><p>U.S. bond yields rose,<b>The real main reason is the heavy selling of U.S. debt by GPIF. The reason why GPIF sold U.S. debt is mainly based on the understanding of profit at the end of the fiscal year.</b>After that,<b>As the actual economic data of the United States can't keep up with the expected data, the yield of U.S. bonds began to fall.</b>In other words, the Japanese operation successfully deceived the whole world, and the rise of U.S. debt was interpreted by the market as a strong recovery of the U.S. economy; The decline in U.S. bonds was interpreted by the market as caused by quantitative easing.</p><p>On the current view of U.S. bond yields, Morgan Stanley said:</p><p>The fair value of the 10-year Treasury Bond yield in the United States should be about 1.6%, and the yield of U.S. bonds will rise in August. Thanks to the $2 trillion infrastructure plan launched by the Biden administration, it will maintain the strong growth of the U.S. labor market and drive the yield of U.S. bonds up in the future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636962\">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/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807921924,"gmtCreate":1627997791768,"gmtModify":1703499339290,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585088369400415","idStr":"3585088369400415"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807921924","repostId":"1110661815","repostType":4,"repost":{"id":"1110661815","kind":"news","pubTimestamp":1627995018,"share":"https://ttm.financial/m/news/1110661815?lang=en_US&edition=fundamental","pubTime":"2021-08-03 20:50","market":"us","language":"zh","title":"Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world","url":"https://stock-news.laohu8.com/highlight/detail?id=1110661815","media":"华尔街见闻","summary":"有着全球最安全资产之称的美债也不再安全了？","content":"<p>U.S. debt, known as the safest asset in the world, is no longer safe?</p><p>According to Bloomberg, the world's largest pension fund, the Japanese Government Retirement Pension Fund (GPIF), in its last fiscal year ending in March this year<b>The proportion of U.S. government bonds and notes has been cut to a record 35 percent from 47 percent previously</b>。 Meanwhile, GPIF<b>Increased holdings of European sovereign bonds</b>。</p><p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For more than a year, GPIF has redeployed its portfolio, reduced its reliance on Japanese government bonds and<b>Focus shifts to higher-returning stocks and overseas bonds</b>。</p><p>Although GPIF did not disclose the basic operating logic of his position adjustment, given that it holds up to $1.7 trillion in assets, this change will undoubtedly have a drastic impact on the market.</p><p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In addition, GPIF's bond allocation to France, Italy, the UK and Germany all increased by at least 1.7% in the 12 months to March this year. After adjusting for exchange rate and bond price fluctuations. Purchases of these bonds are estimated to total 5.72 trillion yen ($52 billion).</p><p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For now, GPIF's investment strategy of lowering the weight of US debt has been successful, with its return on overseas bond investments in the last fiscal year of 7.1%, higher than the FTSE World Treasury Bond Index of 5.4%.</p><p>The U.S. 10-year Treasury Bond has experienced a long period of sideways trading since the pandemic began in March last year, before rising above 1.7% in March this year, and its current yield is below 1.2%.</p><p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Ayako Sera, an analyst at Sumitomo Mitsui Trust Bank, said that the current yield of U.S. bonds is not enough to offset the risk of exchange rate fluctuations, and the attractiveness of U.S. Treasury Bond may further decline.</p><p>According to data from the U.S. Treasury Department, Japanese investors sold $24 billion and $35 billion in U.S. debt in the current fiscal year and the previous fiscal year, which began in April this year, respectively.</p><p>Morgan Stanley has said that it needs to avoid forcibly rationalizing the current low yield of U.S. debt.</p><p>In March,<b>Most investors believe the rise in U.S. bond yields is driven by the strong economic recovery in the United States</b>The market even once generally believed that the yield of the U.S. bond would soon exceed 2%.</p><p>But that's just wishful thinking among investors.</p><p>What is the real reason for the sharp rise in U.S. bond yields during this period?</p><p>Morgan Stanley believes:</p><p>U.S. bond yields rose,<b>The real main reason is the heavy selling of U.S. debt by GPIF. The reason why GPIF sold U.S. debt is mainly based on the understanding of profit at the end of the fiscal year.</b>After that,<b>As the actual economic data of the United States can't keep up with the expected data, the yield of U.S. bonds began to fall.</b>In other words, the Japanese operation successfully deceived the whole world, and the rise of U.S. debt was interpreted by the market as a strong recovery of the U.S. economy; The decline in U.S. bonds was interpreted by the market as caused by quantitative easing.</p><p>On the current view of U.S. bond yields, Morgan Stanley said:</p><p>The fair value of the 10-year Treasury Bond yield in the United States should be about 1.6%, and the yield of U.S. bonds will rise in August. Thanks to the $2 trillion infrastructure plan launched by the Biden administration, it will maintain the strong growth of the U.S. labor market and drive the yield of U.S. bonds up in the future.</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>Exposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world</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\">\nExposure of the strange reasons for the trend of U.S. debt: it is the Japanese operation that deceives the whole world\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-03 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. debt, known as the safest asset in the world, is no longer safe?</p><p>According to Bloomberg, the world's largest pension fund, the Japanese Government Retirement Pension Fund (GPIF), in its last fiscal year ending in March this year<b>The proportion of U.S. government bonds and notes has been cut to a record 35 percent from 47 percent previously</b>。 Meanwhile, GPIF<b>Increased holdings of European sovereign bonds</b>。</p><p><img src=\"https://static.tigerbbs.com/cffeb18f74f7430d0d9b2b62b0573e12\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For more than a year, GPIF has redeployed its portfolio, reduced its reliance on Japanese government bonds and<b>Focus shifts to higher-returning stocks and overseas bonds</b>。</p><p>Although GPIF did not disclose the basic operating logic of his position adjustment, given that it holds up to $1.7 trillion in assets, this change will undoubtedly have a drastic impact on the market.</p><p><img src=\"https://static.tigerbbs.com/e09118146e97b2f4148797f0e83b9a39\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In addition, GPIF's bond allocation to France, Italy, the UK and Germany all increased by at least 1.7% in the 12 months to March this year. After adjusting for exchange rate and bond price fluctuations. Purchases of these bonds are estimated to total 5.72 trillion yen ($52 billion).</p><p><img src=\"https://static.tigerbbs.com/8fcc667934546e521f495383cb155c74\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>For now, GPIF's investment strategy of lowering the weight of US debt has been successful, with its return on overseas bond investments in the last fiscal year of 7.1%, higher than the FTSE World Treasury Bond Index of 5.4%.</p><p>The U.S. 10-year Treasury Bond has experienced a long period of sideways trading since the pandemic began in March last year, before rising above 1.7% in March this year, and its current yield is below 1.2%.</p><p><img src=\"https://static.tigerbbs.com/65d574735ca0647fbad1b706dbce4238\" tg-width=\"640\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Ayako Sera, an analyst at Sumitomo Mitsui Trust Bank, said that the current yield of U.S. bonds is not enough to offset the risk of exchange rate fluctuations, and the attractiveness of U.S. Treasury Bond may further decline.</p><p>According to data from the U.S. Treasury Department, Japanese investors sold $24 billion and $35 billion in U.S. debt in the current fiscal year and the previous fiscal year, which began in April this year, respectively.</p><p>Morgan Stanley has said that it needs to avoid forcibly rationalizing the current low yield of U.S. debt.</p><p>In March,<b>Most investors believe the rise in U.S. bond yields is driven by the strong economic recovery in the United States</b>The market even once generally believed that the yield of the U.S. bond would soon exceed 2%.</p><p>But that's just wishful thinking among investors.</p><p>What is the real reason for the sharp rise in U.S. bond yields during this period?</p><p>Morgan Stanley believes:</p><p>U.S. bond yields rose,<b>The real main reason is the heavy selling of U.S. debt by GPIF. The reason why GPIF sold U.S. debt is mainly based on the understanding of profit at the end of the fiscal year.</b>After that,<b>As the actual economic data of the United States can't keep up with the expected data, the yield of U.S. bonds began to fall.</b>In other words, the Japanese operation successfully deceived the whole world, and the rise of U.S. debt was interpreted by the market as a strong recovery of the U.S. economy; The decline in U.S. bonds was interpreted by the market as caused by quantitative easing.</p><p>On the current view of U.S. bond yields, Morgan Stanley said:</p><p>The fair value of the 10-year Treasury Bond yield in the United States should be about 1.6%, and the yield of U.S. bonds will rise in August. Thanks to the $2 trillion infrastructure plan launched by the Biden administration, it will maintain the strong growth of the U.S. labor market and drive the yield of U.S. bonds up in the future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636962\">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/c85c320adaeda5c6807698908bd45f3f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3636962","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1110661815","content_text":"有着全球最安全资产之称的美债也不再安全了？\n据彭博，全球最大的养老基金——日本政府退休养老金(GPIF)，在截至今年3月的上一财年内，将其所持有的美国政府债券和票据比例创纪录地进行了下调，由此前的47%削减至35%。与此同时，GPIF增加了对欧洲主权债券的持有。\n\n一年多年来，GPIF将其投资组合进行了重新调配，减少了对日本政府债券的依赖，并将重点转向回报率更高的股票和海外债券。\n尽管GPIF没有公开他调仓的基本操作逻辑，但鉴于其持有高达1.7万亿美元的资产，这一变动无疑会对市场造成剧烈影响。\n\n此外，在截至今年3月的12个月中，GPIF对法国、意大利、英国和德国的债券配置均至少增加了1.7%。经调整汇率和债券价格波动后。预估这些债券的购买总额为5.72 万亿日元（520 亿美元）。\n\n就目前来看，GPIF降低美债权重的投资策略是成功的，其上一财年的海外债券投资回报率为7.1%，高于5.4%的富时世界国债指数。\n美国10年期国债自去年3月疫情爆发以来，经历了长期的横盘，然后在今年3月升至1.7%上方，其目前收益率位于1.2%下方。\n\n三井住友信托银行分析师Ayako Sera表示，目前美债的收益率不足以抵消汇率波动风险，美国国债的吸引力可能会进一步下降。\n美国财政部数据显示，日本投资者分别在今年4月日开始的本财年和上一财年分别抛售了240亿和350亿美元的美债。\n摩根士丹利曾表示需要避免将当前美债较低的收益率强行进行合理化解释。\n3月时，多数投资者以为美债收益率的上升是由美国正强劲的经济复苏推动的，市场甚至一度普遍认为该美债的收益率将很快超过2%。\n但这只是投资者们一厢情愿的想法。\n那在这期间，美债收益率大幅上涨的真正原因是什么？\n摩根士丹利认为：\n\n 美债收益率上涨，\n 真正的主要原因是GPIF对美债的大量抛售。而GPIF之所以抛售美债，主要基于对财年结束的获利了解考虑。在那之后，\n 由于美国的实际经济数据跟不上预期数据，美债收益率开始走低。\n\n也就是说，日本人的操作成功欺骗了全世界，美债上涨被市场解读为美国经济正在强劲复苏；美债收下跌被市场解读为是量化宽松导致的。\n就对美债收益率目前的看法，摩根士丹利表示：\n\n 美国10年期国债收益率的公允价值应该是1.6%左右，美债收益率将在8月迎来上升。由于拜登政府推出的2万亿美元基建计划，将保持美国劳动力市场的强劲增长，并在未来推动美债收益率上升。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807923666,"gmtCreate":1627997765755,"gmtModify":1703499335882,"author":{"id":"3585088369400415","authorId":"3585088369400415","name":"EricYow","avatar":"https://static.tigerbbs.com/dd7153872a758bc9392bbba61aa7f173","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585088369400415","idStr":"3585088369400415"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/807923666","repostId":"1103757361","repostType":4,"isVote":1,"tweetType":1,"viewCount":4767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}