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AndyChiew
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AndyChiew
2021-11-09
$Ebang International Holdings Inc.(EBON)$
能不能回本?
AndyChiew
2021-11-09
$Canaan Inc.(CAN)$
能不能回本?
AndyChiew
2021-08-09
$Canaan Inc.(CAN)$
还差点 能回本吗[Speechless]
AndyChiew
2021-04-08
apple time
抱歉,原内容已删除
AndyChiew
2021-03-25
Have faith
TSMC shares fall more than 4% after Intel's plan to expand advanced chip capacity<blockquote>英特尔计划扩大先进芯片产能后,台积电股价下跌超过 4%</blockquote>
AndyChiew
2021-03-24
$SEA LTD(SE)$
Patience
AndyChiew
2021-03-24
$Liquid Media Group Ltd.(YVR)$
sleep
AndyChiew
2021-03-23
$Dolphin Entertainment, Inc.(DLPN)$
15就跑了 不可贪
AndyChiew
2021-03-23
Bubble popping?
AndyChiew
2021-03-22
Damn...
RLX Technology stock plunged 13% in pre-market trading Monday<blockquote>RLX科技股价周一盘前交易中暴跌13%</blockquote>
AndyChiew
2021-03-22
$Tesla Motors(TSLA)$
To the Moon
AndyChiew
2021-03-22
Good read
抱歉,原内容已删除
AndyChiew
2021-03-21
Happy enough if they could hit 1.5k
AndyChiew
2021-03-21
$Taiwan Semiconductor Manufacturing(TSM)$
When will TSM price pickup?
AndyChiew
2021-03-19
$Takung Art Co., Ltd.(TKAT)$
Too early to cash out?
AndyChiew
2021-03-18
$Alcoa(AA)$
Target price 38
AndyChiew
2021-03-18
👍🏻
Three Commodities Set To Boom As The Global Economy Recovers<blockquote>随着全球经济复苏,三种大宗商品将繁荣</blockquote>
AndyChiew
2021-03-15
Interestingly
Tesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉准备扩建上海超级工厂</blockquote>
AndyChiew
2021-03-14
$Tesla Motors(TSLA)$
More please
AndyChiew
2021-03-14
Agreed
@Zhonghong:Must add them to watchlist, the next crisis, must add them in my pocket
去老虎APP查看更多动态
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tradi","content":"<p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.</p><p><blockquote>台积电股份有限公司(TSMC)股价在周三早盘交易中下跌超过 4%,此前英特尔公司宣布了一项 200 亿美元的计划,以扩大其先进芯片制造能力,尽管台湾的 “经济部长 ”试图淡化这一影响。</blockquote></p><p>In addition,Taiwan stepped up its fight against its worst drought in decades, further reducing water supplies to areas including a key hub of semiconductor manufacturing in the central part of the island in an effort to stop reserves from running dry.</p><p><blockquote>此外,台湾加大了抗击数十年来最严重干旱的力度,进一步减少了包括台湾中部半导体制造重要中心在内的地区的供水,以防止储备枯竭。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8c164ae8737d81fb36a214a198e6e9a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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more than 4% after Intel's plan to expand advanced chip capacity<blockquote>英特尔计划扩大先进芯片产能后,台积电股价下跌超过 4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-24 22:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.</p><p><blockquote>台积电股份有限公司(TSMC)股价在周三早盘交易中下跌超过 4%,此前英特尔公司宣布了一项 200 亿美元的计划,以扩大其先进芯片制造能力,尽管台湾的 “经济部长 ”试图淡化这一影响。</blockquote></p><p>In addition,Taiwan stepped up its fight against its worst drought in decades, further reducing water supplies to areas including a key hub of semiconductor manufacturing in the central part of the island in an effort to stop reserves from running dry.</p><p><blockquote>此外,台湾加大了抗击数十年来最严重干旱的力度,进一步减少了包括台湾中部半导体制造重要中心在内的地区的供水,以防止储备枯竭。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8c164ae8737d81fb36a214a198e6e9a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126909187","content_text":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.In addition,Taiwan stepped up its 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","listText":"Bubble popping? ","text":"Bubble popping?","images":[{"img":"https://static.tigerbbs.com/df06294378dad1434dd1cd3c4905f9f8","width":"1125","height":"3335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353254493","isVote":1,"tweetType":1,"viewCount":2284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359438108,"gmtCreate":1616419143204,"gmtModify":1634525945103,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"Damn...","listText":"Damn...","text":"Damn...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359438108","repostId":"1123550552","repostType":4,"repost":{"id":"1123550552","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616404233,"share":"https://www.laohu8.com/m/news/1123550552?lang=zh_CN&edition=full","pubTime":"2021-03-22 17:10","market":"us","language":"en","title":"RLX Technology stock plunged 13% in pre-market trading Monday<blockquote>RLX科技股价周一盘前交易中暴跌13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123550552","media":"Tiger Newspress","summary":"RLX Technology stock plunged 13% in pre-market trading Monday.Ministry of Industry and Information T","content":"<p>RLX Technology stock plunged 13% in pre-market trading Monday.</p><p><blockquote>RLX科技股价周一盘前交易中暴跌13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d8b9d757484271411f903cd34ee0a73d\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Ministry of Industry and Information Technology(MIIT) of the Chinese government, has openly solicited opinions on Amending the \"decision on the implementation regulations of the tobacco monopoly law of the people's Republic of China\", adding one article as Article 65 in the Annex: \"new tobacco products such as electronic cigarettes shall be implemented with reference to the relevant provisions on cigarettes in these regulations.\"</p><p><blockquote>中国政府工业和信息化部就修改《关于<中华人民共和国烟草专卖法实施条例>的决定》公开征求意见,在附件中增加一条作为第六十五条:“电子烟等新型烟草制品参照本条例卷烟的有关规定执行。”</blockquote></p><p></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>RLX Technology 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class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-22 17:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>RLX Technology stock plunged 13% in pre-market trading Monday.</p><p><blockquote>RLX科技股价周一盘前交易中暴跌13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/d8b9d757484271411f903cd34ee0a73d\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Ministry of Industry and Information Technology(MIIT) of the Chinese government, has openly solicited opinions on Amending the \"decision on the implementation regulations of the tobacco monopoly law of the people's Republic of China\", adding one article as Article 65 in the Annex: \"new tobacco products such as electronic cigarettes shall be implemented with reference to the relevant provisions on cigarettes in these regulations.\"</p><p><blockquote>中国政府工业和信息化部就修改《关于<中华人民共和国烟草专卖法实施条例>的决定》公开征求意见,在附件中增加一条作为第六十五条:“电子烟等新型烟草制品参照本条例卷烟的有关规定执行。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RLX":"雾芯科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123550552","content_text":"RLX Technology stock plunged 13% in pre-market trading Monday.Ministry of Industry and Information Technology(MIIT) of the Chinese government, has openly solicited opinions on Amending the \"decision on the implementation regulations of the tobacco monopoly law of the people's Republic of China\", adding one article as Article 65 in the Annex: \"new tobacco products such as electronic cigarettes shall be implemented with reference to the relevant provisions on cigarettes in these regulations.\"","news_type":1,"symbols_score_info":{"RLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359431774,"gmtCreate":1616419109798,"gmtModify":1634525945223,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>To the Moon","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>To the Moon","text":"$Tesla Motors(TSLA)$To the Moon","images":[{"img":"https://static.tigerbbs.com/b15c7e4346e4b28848eac9b8bfb922e5","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/359431774","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":359433037,"gmtCreate":1616418914229,"gmtModify":1634525946391,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359433037","repostId":"2121141135","repostType":4,"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359073254,"gmtCreate":1616308866678,"gmtModify":1634526388557,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"Happy enough if they could hit 1.5k","listText":"Happy enough if they could hit 1.5k","text":"Happy enough if they could hit 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18:43","market":"us","language":"en","title":"Three Commodities Set To Boom As The Global Economy Recovers<blockquote>随着全球经济复苏,三种大宗商品将繁荣</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134138425","media":"OilPrice","summary":"Despite the ongoing vaccine rollout snafu, including supply chain constraints, delayed approvals and","content":"<p>Despite the ongoing vaccine rollout snafu, including supply chain constraints, delayed approvals and—more worryingly—dozens of countriesbanning the cheapest and most widely available Covid-19 vaccine, there’s growing optimism that the global economy is gradually marching towards a full reopening. A year after the WHO declared the Covid crisis a pandemic, all the world’s biggest economies are on a rebound trajectory and slated to record significant growth in the current year after major slumps in 2020.</p><p><blockquote>尽管疫苗推广的混乱局面仍在持续,包括供应链限制、审批延迟,以及更令人担忧的是,数十个国家禁止使用最便宜、最广泛使用的 Covid-19 疫苗,但人们越来越乐观地认为,全球经济正在逐步走向全面重新开放。在世卫组织宣布 Covid 危机为大流行病一年后,世界上所有最大的经济体都走上了反弹的轨道,在经历了 2020 年的严重衰退之后,预计今年将实现显著增长。</blockquote></p><p>After shrinking by the largest amount in 74 years, the United States could emerge from the health crisis with its strongest growth in decades. Goldman Sachs says the economy could expand at a brisk annual rate of 7%, the fastest clip ever since Ronald Reagan proclaimed “morning again in America” in 1984.</p><p><blockquote>在经历了74年来最大幅度的萎缩后,美国可能会以几十年来最强劲的增长摆脱健康危机。高盛(Goldman Sachs)表示,美国经济可能会以每年 7% 的速度快速增长,这是自 1984 年罗纳德-里根(Ronald Reagan)宣布 “美国再次迎来早晨 ”以来最快的增长速度。</blockquote></p><p>The world’s second largest economy, China, is expected to post 8.4% annualized GDP growth in 2021, rebounding from a much slower 2.3% growth last year.</p><p><blockquote>预计世界第二大经济体中国 2021 年的年化 GDP 增长率将达到 8.4%,从去年 2.3% 的增长率中反弹。</blockquote></p><p>Meanwhile, the EU is expected to post 3.8% growth after nearly crawling to a standstill in 2020.</p><p><blockquote>与此同时,欧盟在2020年几乎陷入停滞后,预计将实现3.8%的增长。</blockquote></p><p>The massive monetary and fiscal stimulus packages by the world’s governments appear to have worked to enable the fastest recovery after the March deep slide.</p><p><blockquote>世界各国政府推出的大规模货币和财政刺激计划似乎有助于在 3 月份的深度下滑之后实现最快的复苏。</blockquote></p><p>Factories are humming and consumers are spending again, helping to trigger a broad commodity rally thanks to the so-called reflation trade.</p><p><blockquote>工厂在嗡嗡作响,消费者再次开始消费,由于所谓的再通胀贸易,这有助于引发大宗商品的广泛反弹。</blockquote></p><p>In fact, Wall Street is now predicting a newcommodity bull marketthat will rival the oil price spikes of the 1970s or the China-driven boom of the 2000s. Market experts, including Goldman Sachs, believe the commodity boom could rival the last “supercycle” in the early 2000s that powered emergingBRIC economies(Brazil, Russia, India and China).</p><p><blockquote>事实上,华尔街现在预测将出现一轮新的大宗商品牛市,这将与 20 世纪 70 年代的油价飙升或 21 世纪初中国推动的繁荣相媲美。包括高盛在内的市场专家认为,大宗商品繁荣可能会与本世纪初推动金砖四国新兴经济体(巴西、俄罗斯、印度和中国)的最后一次 “超级周期 ”相媲美。</blockquote></p><p>These expectations are supported by the fact that price movement of most commodities has historically been both seasonal and cyclical. Peering at the 10-year charts of leading commodities reveals a clear pattern of mean reversion where prices tend to oscillate backwards and forwards towards their mean or average.</p><p><blockquote>这些预期得到了以下事实的支持:大多数商品的价格变动历史上既是季节性的,也是周期性的。观察主要大宗商品的10年图表,可以发现一个明显的均值回归模式,其中价格往往会向其均值或平均值前后振荡。</blockquote></p><p>And so far, Wall Street appears to be right on the money with the<b>Bloomberg Commodity Index</b>(BCOM) up 11% in the year-to-date and nearly 40% over the past 52 weeks.</p><p><blockquote>到目前为止,华尔街的资金似乎是正确的<b>彭博商品指数</b>(BCOM) 今年迄今上涨 11%,过去 52 周内上涨近 40%。</blockquote></p><p>Here are 3 key commodities that can act as an inflation hedge and also as a nice play in the emerging commodity supercycle.</p><p><blockquote>以下是 3 种关键商品,它们可以作为通胀对冲工具,也可以在新兴大宗商品超级周期中发挥重要作用。</blockquote></p><p><b>Bloomberg Commodity Index 12-Month Change</b></p><p><blockquote><b>彭博商品指数 12 个月变化</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/24daeb38dfdea76d5ec319f8ad7d88a1\" tg-width=\"450\" tg-height=\"199\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Source: Bloomberg</p><p><blockquote>资料来源:彭博社</blockquote></p><p><b>1. Oil</b></p><p><blockquote><b>1.油</b></blockquote></p><p>After a historic slump, oil has also been on a tear, up 110% in a year. In a sharp turnaround from last year, the energy sector has emerged as one of the best-performing. Brent crude has been flirting with $70 per barrel, a level it last touched nearly two years ago.</p><p><blockquote>在经历了历史性的暴跌之后,油价也一路飙升,一年内上涨了 110%。与去年相比,能源行业出现了急剧好转,成为表现最好的行业之一。布伦特原油一直徘徊在每桶 70 美元左右,这是近两年前上次触及的水平。</blockquote></p><p>The oil rally this year has been spurred by encouraging production discipline includingOPEC+ recently extending most output cuts to Apriland Saudi Arabia agreeing to voluntarily extend its output cut of 1 million barrels per day output cuts as well as the ongoing Covid-19 vaccine rollout that gives hope that a full reopening might not be far off. You can expect to see oil demand considerably in the coming months as more people begin to travel, especially with the EU now launching a“Digital Green Certificate”will facilitate safe and free movement within the bloc for people who have been vaccinated.</p><p><blockquote>今年的油价上涨受到了鼓励生产纪律的刺激,包括石油输出国组织+最近将大部分减产延长至4月份,沙特阿拉伯同意自愿延长每天100万桶的减产,以及正在进行的新冠肺炎疫苗的推出,这给了人们希望全面重新开放可能不远了。随着越来越多的人开始旅行,你可以期待在未来几个月看到大量的石油需求,特别是欧盟现在推出的“数字绿色证书”将有助于已接种疫苗的人在欧盟内部安全和自由流动。</blockquote></p><p>Although the rally has lately taken a breather due to concerns that demand continues to be patchy, consumption is roaring back in notable regions including the U.S. A stronger dollar has also been curbing crude’s gains.</p><p><blockquote>尽管由于担心需求仍然不稳定,涨势最近有所缓解,但包括美国在内的著名地区的消费正在迅速回升。美元走强也抑制了原油的涨幅。</blockquote></p><p>The hiatus might, however, be temporary with eyes glued on U.S. inventory data when it comes out on Wednesday, which could show the first drop in crude stockpiles since mid-February. The Fed is also expected to release a policy statement later on the same day as attention on the pace of global inflation grows. Fed Chair Jerome Powell has promised to maintain aggressive support of the U.S. economy, the central bank’s quarterly economic forecasts will show how many of his colleagues share his commitment. The Federal Open Market Committee (FOMC) is widely expected to hold interest rates near zero at the conclusion of its two-day policy meeting on Wednesday, and keep buying bonds at the current $120 billion monthly pace.</p><p><blockquote>然而,这种中断可能是暂时的,周三公布的美国库存数据可能会显示原油库存自 2 月中旬以来首次下降。随着人们对全球通胀步伐的关注加剧,预计美联储也将在当天晚些时候发布政策声明。美联储主席杰罗姆-鲍威尔(Jerome Powell)承诺将继续积极支持美国经济,央行的季度经济预测将显示有多少同事与他一样做出承诺。人们普遍预计,联邦公开市场委员会(FOMC)将在周三为期两天的政策会议结束时将利率维持在接近于零的水平,并继续以目前每月1200亿美元的速度购买债券。</blockquote></p><p>So the current outlook is largely bullish for oil.</p><p><blockquote>因此,目前对石油的前景基本上是看涨的。</blockquote></p><p>Which is just as well: Danielle Shay, director of options at Simpler Trading, has told CNBC that not only can oil perform even better in a reopening economy but can also be really good hedges against inflation.</p><p><blockquote>同样好的是:Simpler Trading 期权总监丹妮尔·谢伊 (Danielle Shay) 告诉 CNBC,石油不仅可以在经济重新开放的情况下表现更好,而且还可以成为对冲通货膨胀的很好的工具。</blockquote></p><p><b>Related: Biden’s Energy Agenda To Reduce Oil Production And Boost Prices</b></p><p><blockquote><b>相关: 拜登的能源议程将减少石油产量并提高油价</b></blockquote></p><p>Indeed, with oil prices having surpassed even the most bullish projections on Wall Street, some punters are now imagining the seemingly impossible. Bank of America saysoil prices could spike over $100/barrelin the coming years.</p><p><blockquote>事实上,随着油价甚至超过了华尔街最乐观的预测,一些投机者现在正在想象看似不可能的事情。美国银行表示,未来几年原油价格可能会飙升至每桶 100 美元以上。</blockquote></p><p></p><p><b>2. Copper</b></p><p><blockquote><b>2. 铜</b></blockquote></p><p>Similarly, Danielle Shay has picked copper as the other commodity that can perform well in a reopening economy and also act as a good hedge against inflation.</p><p><blockquote>同样,丹妮尔·谢伊 (Danielle Shay) 选择铜作为另一种可以在重新开放的经济中表现良好的商品,并且还可以作为对冲通货膨胀的良好工具。</blockquote></p><p>The price of copper has doubled in the past year to over $9,000 a metric ton for the first time in nine years driven by tight supply and strong demand for the industrial metal.</p><p><blockquote>在供应紧张和工业金属需求强劲的推动下,铜价去年翻了一番,九年来首次突破每公吨 9,000 美元。</blockquote></p><p>Copper is moving closer to an all-time high set in 2011 as investors continue to bet that supply tightness will increase as the world recovers from the pandemic. Spencer Barnes, associate vice-president of mutual fund and ETF strategy at Raymond James Ltd, says that thesis is mostly sound since copper is cyclical and driven by market expansion, and should see a surge in demand given the massive push to reopen the economy and the fiscal stimulus that could spur consumption.</p><p><blockquote>由于投资者继续押注随着世界从疫情中复苏,供应紧张将加剧,铜价正接近 2011 年创下的历史高点。Raymond James Ltd 共同基金和 ETF 策略副总裁斯宾塞·巴恩斯 (Spencer Barnes) 表示,这一论点基本上是合理的,因为铜是周期性的,由市场扩张驱动,考虑到重新开放经济的巨大推动和可能刺激消费的财政刺激措施,需求应该会激增。</blockquote></p><p>Further fueling the rally is an anticipated ‘green’ shift in the post-COVID economy, which supports higher demand for copper and other base metals since EVs use about 4x more copper than gasoline-powered vehicles.</p><p><blockquote>进一步推动涨势的是后COVID经济的预期 “绿色 ”转变,这支撑了对铜和其他贱金属的更高需求,因为电动汽车使用的铜量是汽油动力汽车的4倍。</blockquote></p><p>The International Copper Association estimates that the rapid rise of EVs will raise copper demand in EVs from 185,000 tonnes in 2017 to 1.74 million tonnes by 2027.</p><p><blockquote>国际铜业协会估计,电动汽车的快速增长将使电动汽车的铜需求从2017年的18.5万吨增加到2027年的174万吨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4f5b521914733dd16a77e375aebf1bd5\" tg-width=\"450\" tg-height=\"200\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Source: International Copper Association</p><p><blockquote>资料来源:国际铜业协会</blockquote></p><p><b>3. Lithium</b></p><p><blockquote><b>3.锂</b></blockquote></p><p>Lithium bulls are enjoying their best moment in decades, lithium prices already up 88% YTD thanks to robust demand for cobalt and nickel free EV batteries.</p><p><blockquote>锂多头正在享受几十年来最好的时刻,由于对无钴和无镍电动电池的强劲需求,锂价年初至今已上涨 88%。</blockquote></p><p>Bullish tech markets are rarely without curious dislocations. And right now one of the biggest imbalances can be seen in the huge momentum behind EV stocks such as<b>Tesla Inc.</b>(NASDAQ:TSLA) and the lithium market, which has remained in bear territory for years now.</p><p><blockquote>看涨的科技市场很少没有奇怪的混乱。目前,最大的不平衡之一可以从电动汽车股票背后的巨大势头中看出,例如<b>特斯拉公司。</b>(纳斯达克股票代码:TSLA)和锂市场,多年来一直处于熊市。</blockquote></p><p>Over the past couple of years, a cross-section of analysts including Goldman Sachs have tried calling a bottom on lithium prices, reckoning on a significant contraction in supply as persistently low prices limited production of one of the key commodities in the EV powertrain. That has not happened--until now.</p><p><blockquote>过去几年,包括高盛在内的各类分析师都试图预测锂价格触底,预计由于持续低价限制了电动汽车动力系统中关键商品之一的生产,供应将大幅收缩。那还没有发生——直到现在。</blockquote></p><p>Lithium’s moment to shine appears to have finally arrived, thanks to the massive electrification drive and robust demand for electric vehicles.</p><p><blockquote>由于大规模的电气化推动和对电动汽车的强劲需求,锂的大放异彩的时刻似乎终于到来了。</blockquote></p><p>Specifically, lithium prices have been on a tear thanks to explosive demand for lithium iron phosphate (LFP) batteries according to Benchmark Mineral Intelligence (BMI).</p><p><blockquote>具体来说,根据 Benchmark Mineral Intelligence (BMI) 的数据,由于磷酸铁锂 (LFP) 电池的爆炸性需求,锂价一直在飙升。</blockquote></p><p>BMI says battery grade lithium carbonate midpoint price (EXW China, ≥99.0% Li2CO3) for mid-March was a good 88% higher since the start of the year to over $12,600 a tonne, the highest level since March 2019.</p><p><blockquote>BMI表示,3月中旬电池级碳酸锂中点价格(EXW中国,≥99.0% Li2CO3)较年初上涨88%,至每吨12,600美元以上,为2019年3月以来的最高水平。</blockquote></p><p>Lithium hydroxide prices are up 20% over the timeframe, although a relatively deep discount to carbonate continues to exist.</p><p><blockquote>氢氧化锂价格在此期间上涨了 20%,尽管与碳酸锂相比仍然存在相对较大的折扣。</blockquote></p><p>Cobalt and nickel free vehicles are proving to be a runaway success.</p><p><blockquote>事实证明,不含钴和镍的车辆取得了巨大的成功。</blockquote></p><p>According to BMI analyst George Miller, “...<i>demand for durable, improved, and low-cost LFP cathode material has become rejuvenated in China – a very similar story to what we saw in lithium’s last price run of 2016 but with a much improved product for the 2020s</i>.”</p><p><blockquote>根据身体质量指数分析师乔治-米勒(George Miller)的说法,“...<i>中国对耐用、改良和低成本的磷酸铁锂正极材料的需求已经恢复--这与我们在 2016 年上一次锂价上涨中看到的情况非常相似,但在 2020 年代,产品有了很大的改进。</i>.”</blockquote></p><p>A year ago,<b>Tesla Inc.</b>(NASDAQ:TSLA) surprised the electric car industry when it announced some Model 3s made in its Shanghai factory will be equipped with lithium iron phosphate (LFP) batteries.</p><p><blockquote>一年前,<b>特斯拉公司。</b>(纳斯达克股票代码:TSLA)宣布其上海工厂生产的部分 Model 3 将配备磷酸铁锂 (LFP) 电池,令电动汽车行业感到惊讶。</blockquote></p><p>In December, only its second full month of sales, Tesla Model 3 55KWh LFP-battery captured 5.9% of the global full electric car market in terms of battery capacity deployed despite not being for sale in the US. Strong demand in Europe saw LFP-powered Model 3s command 46% of all Model 3 sales in January.</p><p><blockquote>12 月,特斯拉 Model 3 55KWh LFP 电池仅销售第二个完整月,尽管未在美国销售,但就部署的电池容量而言,它占据了全球全电动汽车市场 5.9% 的份额。欧洲的强劲需求使得 LFP 动力的 Model 3s 在 1 月份占据了 Model 3 所有销量的 46%。</blockquote></p><p>The Democratic Republic of Congo (DRC) is home to over half of the global cobalt reserves and provides over 70% of the total cobalt feedstock production globally. Unfortunately, for many years, human rights groups have highlighted severe human rights issues in cobalt mining operations including child labor, leading to buyers shunning supplies from the region.</p><p><blockquote>刚果民主共和国 (DRC) 拥有全球一半以上的钴储量,并提供全球 70% 以上的钴原料总产量。不幸的是,多年来,人权组织一直强调钴矿开采作业中存在严重的人权问题,包括童工,导致买家回避该地区的供应。</blockquote></p><p></p>","source":"lsy1606109400967","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>Three Commodities Set To Boom As The Global Economy Recovers<blockquote>随着全球经济复苏,三种大宗商品将繁荣</blockquote></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\">\nThree Commodities Set To Boom As The Global Economy Recovers<blockquote>随着全球经济复苏,三种大宗商品将繁荣</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">OilPrice</strong><span class=\"h-time small\">2021-03-18 18:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Despite the ongoing vaccine rollout snafu, including supply chain constraints, delayed approvals and—more worryingly—dozens of countriesbanning the cheapest and most widely available Covid-19 vaccine, there’s growing optimism that the global economy is gradually marching towards a full reopening. A year after the WHO declared the Covid crisis a pandemic, all the world’s biggest economies are on a rebound trajectory and slated to record significant growth in the current year after major slumps in 2020.</p><p><blockquote>尽管疫苗推广的混乱局面仍在持续,包括供应链限制、审批延迟,以及更令人担忧的是,数十个国家禁止使用最便宜、最广泛使用的 Covid-19 疫苗,但人们越来越乐观地认为,全球经济正在逐步走向全面重新开放。在世卫组织宣布 Covid 危机为大流行病一年后,世界上所有最大的经济体都走上了反弹的轨道,在经历了 2020 年的严重衰退之后,预计今年将实现显著增长。</blockquote></p><p>After shrinking by the largest amount in 74 years, the United States could emerge from the health crisis with its strongest growth in decades. Goldman Sachs says the economy could expand at a brisk annual rate of 7%, the fastest clip ever since Ronald Reagan proclaimed “morning again in America” in 1984.</p><p><blockquote>在经历了74年来最大幅度的萎缩后,美国可能会以几十年来最强劲的增长摆脱健康危机。高盛(Goldman Sachs)表示,美国经济可能会以每年 7% 的速度快速增长,这是自 1984 年罗纳德-里根(Ronald Reagan)宣布 “美国再次迎来早晨 ”以来最快的增长速度。</blockquote></p><p>The world’s second largest economy, China, is expected to post 8.4% annualized GDP growth in 2021, rebounding from a much slower 2.3% growth last year.</p><p><blockquote>预计世界第二大经济体中国 2021 年的年化 GDP 增长率将达到 8.4%,从去年 2.3% 的增长率中反弹。</blockquote></p><p>Meanwhile, the EU is expected to post 3.8% growth after nearly crawling to a standstill in 2020.</p><p><blockquote>与此同时,欧盟在2020年几乎陷入停滞后,预计将实现3.8%的增长。</blockquote></p><p>The massive monetary and fiscal stimulus packages by the world’s governments appear to have worked to enable the fastest recovery after the March deep slide.</p><p><blockquote>世界各国政府推出的大规模货币和财政刺激计划似乎有助于在 3 月份的深度下滑之后实现最快的复苏。</blockquote></p><p>Factories are humming and consumers are spending again, helping to trigger a broad commodity rally thanks to the so-called reflation trade.</p><p><blockquote>工厂在嗡嗡作响,消费者再次开始消费,由于所谓的再通胀贸易,这有助于引发大宗商品的广泛反弹。</blockquote></p><p>In fact, Wall Street is now predicting a newcommodity bull marketthat will rival the oil price spikes of the 1970s or the China-driven boom of the 2000s. Market experts, including Goldman Sachs, believe the commodity boom could rival the last “supercycle” in the early 2000s that powered emergingBRIC economies(Brazil, Russia, India and China).</p><p><blockquote>事实上,华尔街现在预测将出现一轮新的大宗商品牛市,这将与 20 世纪 70 年代的油价飙升或 21 世纪初中国推动的繁荣相媲美。包括高盛在内的市场专家认为,大宗商品繁荣可能会与本世纪初推动金砖四国新兴经济体(巴西、俄罗斯、印度和中国)的最后一次 “超级周期 ”相媲美。</blockquote></p><p>These expectations are supported by the fact that price movement of most commodities has historically been both seasonal and cyclical. Peering at the 10-year charts of leading commodities reveals a clear pattern of mean reversion where prices tend to oscillate backwards and forwards towards their mean or average.</p><p><blockquote>这些预期得到了以下事实的支持:大多数商品的价格变动历史上既是季节性的,也是周期性的。观察主要大宗商品的10年图表,可以发现一个明显的均值回归模式,其中价格往往会向其均值或平均值前后振荡。</blockquote></p><p>And so far, Wall Street appears to be right on the money with the<b>Bloomberg Commodity Index</b>(BCOM) up 11% in the year-to-date and nearly 40% over the past 52 weeks.</p><p><blockquote>到目前为止,华尔街的资金似乎是正确的<b>彭博商品指数</b>(BCOM) 今年迄今上涨 11%,过去 52 周内上涨近 40%。</blockquote></p><p>Here are 3 key commodities that can act as an inflation hedge and also as a nice play in the emerging commodity supercycle.</p><p><blockquote>以下是 3 种关键商品,它们可以作为通胀对冲工具,也可以在新兴大宗商品超级周期中发挥重要作用。</blockquote></p><p><b>Bloomberg Commodity Index 12-Month Change</b></p><p><blockquote><b>彭博商品指数 12 个月变化</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/24daeb38dfdea76d5ec319f8ad7d88a1\" tg-width=\"450\" tg-height=\"199\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Source: Bloomberg</p><p><blockquote>资料来源:彭博社</blockquote></p><p><b>1. Oil</b></p><p><blockquote><b>1.油</b></blockquote></p><p>After a historic slump, oil has also been on a tear, up 110% in a year. In a sharp turnaround from last year, the energy sector has emerged as one of the best-performing. Brent crude has been flirting with $70 per barrel, a level it last touched nearly two years ago.</p><p><blockquote>在经历了历史性的暴跌之后,油价也一路飙升,一年内上涨了 110%。与去年相比,能源行业出现了急剧好转,成为表现最好的行业之一。布伦特原油一直徘徊在每桶 70 美元左右,这是近两年前上次触及的水平。</blockquote></p><p>The oil rally this year has been spurred by encouraging production discipline includingOPEC+ recently extending most output cuts to Apriland Saudi Arabia agreeing to voluntarily extend its output cut of 1 million barrels per day output cuts as well as the ongoing Covid-19 vaccine rollout that gives hope that a full reopening might not be far off. You can expect to see oil demand considerably in the coming months as more people begin to travel, especially with the EU now launching a“Digital Green Certificate”will facilitate safe and free movement within the bloc for people who have been vaccinated.</p><p><blockquote>今年的油价上涨受到了鼓励生产纪律的刺激,包括石油输出国组织+最近将大部分减产延长至4月份,沙特阿拉伯同意自愿延长每天100万桶的减产,以及正在进行的新冠肺炎疫苗的推出,这给了人们希望全面重新开放可能不远了。随着越来越多的人开始旅行,你可以期待在未来几个月看到大量的石油需求,特别是欧盟现在推出的“数字绿色证书”将有助于已接种疫苗的人在欧盟内部安全和自由流动。</blockquote></p><p>Although the rally has lately taken a breather due to concerns that demand continues to be patchy, consumption is roaring back in notable regions including the U.S. A stronger dollar has also been curbing crude’s gains.</p><p><blockquote>尽管由于担心需求仍然不稳定,涨势最近有所缓解,但包括美国在内的著名地区的消费正在迅速回升。美元走强也抑制了原油的涨幅。</blockquote></p><p>The hiatus might, however, be temporary with eyes glued on U.S. inventory data when it comes out on Wednesday, which could show the first drop in crude stockpiles since mid-February. The Fed is also expected to release a policy statement later on the same day as attention on the pace of global inflation grows. Fed Chair Jerome Powell has promised to maintain aggressive support of the U.S. economy, the central bank’s quarterly economic forecasts will show how many of his colleagues share his commitment. The Federal Open Market Committee (FOMC) is widely expected to hold interest rates near zero at the conclusion of its two-day policy meeting on Wednesday, and keep buying bonds at the current $120 billion monthly pace.</p><p><blockquote>然而,这种中断可能是暂时的,周三公布的美国库存数据可能会显示原油库存自 2 月中旬以来首次下降。随着人们对全球通胀步伐的关注加剧,预计美联储也将在当天晚些时候发布政策声明。美联储主席杰罗姆-鲍威尔(Jerome Powell)承诺将继续积极支持美国经济,央行的季度经济预测将显示有多少同事与他一样做出承诺。人们普遍预计,联邦公开市场委员会(FOMC)将在周三为期两天的政策会议结束时将利率维持在接近于零的水平,并继续以目前每月1200亿美元的速度购买债券。</blockquote></p><p>So the current outlook is largely bullish for oil.</p><p><blockquote>因此,目前对石油的前景基本上是看涨的。</blockquote></p><p>Which is just as well: Danielle Shay, director of options at Simpler Trading, has told CNBC that not only can oil perform even better in a reopening economy but can also be really good hedges against inflation.</p><p><blockquote>同样好的是:Simpler Trading 期权总监丹妮尔·谢伊 (Danielle Shay) 告诉 CNBC,石油不仅可以在经济重新开放的情况下表现更好,而且还可以成为对冲通货膨胀的很好的工具。</blockquote></p><p><b>Related: Biden’s Energy Agenda To Reduce Oil Production And Boost Prices</b></p><p><blockquote><b>相关: 拜登的能源议程将减少石油产量并提高油价</b></blockquote></p><p>Indeed, with oil prices having surpassed even the most bullish projections on Wall Street, some punters are now imagining the seemingly impossible. Bank of America saysoil prices could spike over $100/barrelin the coming years.</p><p><blockquote>事实上,随着油价甚至超过了华尔街最乐观的预测,一些投机者现在正在想象看似不可能的事情。美国银行表示,未来几年原油价格可能会飙升至每桶 100 美元以上。</blockquote></p><p></p><p><b>2. Copper</b></p><p><blockquote><b>2. 铜</b></blockquote></p><p>Similarly, Danielle Shay has picked copper as the other commodity that can perform well in a reopening economy and also act as a good hedge against inflation.</p><p><blockquote>同样,丹妮尔·谢伊 (Danielle Shay) 选择铜作为另一种可以在重新开放的经济中表现良好的商品,并且还可以作为对冲通货膨胀的良好工具。</blockquote></p><p>The price of copper has doubled in the past year to over $9,000 a metric ton for the first time in nine years driven by tight supply and strong demand for the industrial metal.</p><p><blockquote>在供应紧张和工业金属需求强劲的推动下,铜价去年翻了一番,九年来首次突破每公吨 9,000 美元。</blockquote></p><p>Copper is moving closer to an all-time high set in 2011 as investors continue to bet that supply tightness will increase as the world recovers from the pandemic. Spencer Barnes, associate vice-president of mutual fund and ETF strategy at Raymond James Ltd, says that thesis is mostly sound since copper is cyclical and driven by market expansion, and should see a surge in demand given the massive push to reopen the economy and the fiscal stimulus that could spur consumption.</p><p><blockquote>由于投资者继续押注随着世界从疫情中复苏,供应紧张将加剧,铜价正接近 2011 年创下的历史高点。Raymond James Ltd 共同基金和 ETF 策略副总裁斯宾塞·巴恩斯 (Spencer Barnes) 表示,这一论点基本上是合理的,因为铜是周期性的,由市场扩张驱动,考虑到重新开放经济的巨大推动和可能刺激消费的财政刺激措施,需求应该会激增。</blockquote></p><p>Further fueling the rally is an anticipated ‘green’ shift in the post-COVID economy, which supports higher demand for copper and other base metals since EVs use about 4x more copper than gasoline-powered vehicles.</p><p><blockquote>进一步推动涨势的是后COVID经济的预期 “绿色 ”转变,这支撑了对铜和其他贱金属的更高需求,因为电动汽车使用的铜量是汽油动力汽车的4倍。</blockquote></p><p>The International Copper Association estimates that the rapid rise of EVs will raise copper demand in EVs from 185,000 tonnes in 2017 to 1.74 million tonnes by 2027.</p><p><blockquote>国际铜业协会估计,电动汽车的快速增长将使电动汽车的铜需求从2017年的18.5万吨增加到2027年的174万吨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4f5b521914733dd16a77e375aebf1bd5\" tg-width=\"450\" tg-height=\"200\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Source: International Copper Association</p><p><blockquote>资料来源:国际铜业协会</blockquote></p><p><b>3. Lithium</b></p><p><blockquote><b>3.锂</b></blockquote></p><p>Lithium bulls are enjoying their best moment in decades, lithium prices already up 88% YTD thanks to robust demand for cobalt and nickel free EV batteries.</p><p><blockquote>锂多头正在享受几十年来最好的时刻,由于对无钴和无镍电动电池的强劲需求,锂价年初至今已上涨 88%。</blockquote></p><p>Bullish tech markets are rarely without curious dislocations. And right now one of the biggest imbalances can be seen in the huge momentum behind EV stocks such as<b>Tesla Inc.</b>(NASDAQ:TSLA) and the lithium market, which has remained in bear territory for years now.</p><p><blockquote>看涨的科技市场很少没有奇怪的混乱。目前,最大的不平衡之一可以从电动汽车股票背后的巨大势头中看出,例如<b>特斯拉公司。</b>(纳斯达克股票代码:TSLA)和锂市场,多年来一直处于熊市。</blockquote></p><p>Over the past couple of years, a cross-section of analysts including Goldman Sachs have tried calling a bottom on lithium prices, reckoning on a significant contraction in supply as persistently low prices limited production of one of the key commodities in the EV powertrain. That has not happened--until now.</p><p><blockquote>过去几年,包括高盛在内的各类分析师都试图预测锂价格触底,预计由于持续低价限制了电动汽车动力系统中关键商品之一的生产,供应将大幅收缩。那还没有发生——直到现在。</blockquote></p><p>Lithium’s moment to shine appears to have finally arrived, thanks to the massive electrification drive and robust demand for electric vehicles.</p><p><blockquote>由于大规模的电气化推动和对电动汽车的强劲需求,锂的大放异彩的时刻似乎终于到来了。</blockquote></p><p>Specifically, lithium prices have been on a tear thanks to explosive demand for lithium iron phosphate (LFP) batteries according to Benchmark Mineral Intelligence (BMI).</p><p><blockquote>具体来说,根据 Benchmark Mineral Intelligence (BMI) 的数据,由于磷酸铁锂 (LFP) 电池的爆炸性需求,锂价一直在飙升。</blockquote></p><p>BMI says battery grade lithium carbonate midpoint price (EXW China, ≥99.0% Li2CO3) for mid-March was a good 88% higher since the start of the year to over $12,600 a tonne, the highest level since March 2019.</p><p><blockquote>BMI表示,3月中旬电池级碳酸锂中点价格(EXW中国,≥99.0% Li2CO3)较年初上涨88%,至每吨12,600美元以上,为2019年3月以来的最高水平。</blockquote></p><p>Lithium hydroxide prices are up 20% over the timeframe, although a relatively deep discount to carbonate continues to exist.</p><p><blockquote>氢氧化锂价格在此期间上涨了 20%,尽管与碳酸锂相比仍然存在相对较大的折扣。</blockquote></p><p>Cobalt and nickel free vehicles are proving to be a runaway success.</p><p><blockquote>事实证明,不含钴和镍的车辆取得了巨大的成功。</blockquote></p><p>According to BMI analyst George Miller, “...<i>demand for durable, improved, and low-cost LFP cathode material has become rejuvenated in China – a very similar story to what we saw in lithium’s last price run of 2016 but with a much improved product for the 2020s</i>.”</p><p><blockquote>根据身体质量指数分析师乔治-米勒(George Miller)的说法,“...<i>中国对耐用、改良和低成本的磷酸铁锂正极材料的需求已经恢复--这与我们在 2016 年上一次锂价上涨中看到的情况非常相似,但在 2020 年代,产品有了很大的改进。</i>.”</blockquote></p><p>A year ago,<b>Tesla Inc.</b>(NASDAQ:TSLA) surprised the electric car industry when it announced some Model 3s made in its Shanghai factory will be equipped with lithium iron phosphate (LFP) batteries.</p><p><blockquote>一年前,<b>特斯拉公司。</b>(纳斯达克股票代码:TSLA)宣布其上海工厂生产的部分 Model 3 将配备磷酸铁锂 (LFP) 电池,令电动汽车行业感到惊讶。</blockquote></p><p>In December, only its second full month of sales, Tesla Model 3 55KWh LFP-battery captured 5.9% of the global full electric car market in terms of battery capacity deployed despite not being for sale in the US. Strong demand in Europe saw LFP-powered Model 3s command 46% of all Model 3 sales in January.</p><p><blockquote>12 月,特斯拉 Model 3 55KWh LFP 电池仅销售第二个完整月,尽管未在美国销售,但就部署的电池容量而言,它占据了全球全电动汽车市场 5.9% 的份额。欧洲的强劲需求使得 LFP 动力的 Model 3s 在 1 月份占据了 Model 3 所有销量的 46%。</blockquote></p><p>The Democratic Republic of Congo (DRC) is home to over half of the global cobalt reserves and provides over 70% of the total cobalt feedstock production globally. Unfortunately, for many years, human rights groups have highlighted severe human rights issues in cobalt mining operations including child labor, leading to buyers shunning supplies from the region.</p><p><blockquote>刚果民主共和国 (DRC) 拥有全球一半以上的钴储量,并提供全球 70% 以上的钴原料总产量。不幸的是,多年来,人权组织一直强调钴矿开采作业中存在严重的人权问题,包括童工,导致买家回避该地区的供应。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/three-commodities-set-boom-global-220000104.html\">OilPrice</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/three-commodities-set-boom-global-220000104.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134138425","content_text":"Despite the ongoing vaccine rollout snafu, including supply chain constraints, delayed approvals and—more worryingly—dozens of countriesbanning the cheapest and most widely available Covid-19 vaccine, there’s growing optimism that the global economy is gradually marching towards a full reopening. A year after the WHO declared the Covid crisis a pandemic, all the world’s biggest economies are on a rebound trajectory and slated to record significant growth in the current year after major slumps in 2020.After shrinking by the largest amount in 74 years, the United States could emerge from the health crisis with its strongest growth in decades. Goldman Sachs says the economy could expand at a brisk annual rate of 7%, the fastest clip ever since Ronald Reagan proclaimed “morning again in America” in 1984.The world’s second largest economy, China, is expected to post 8.4% annualized GDP growth in 2021, rebounding from a much slower 2.3% growth last year.Meanwhile, the EU is expected to post 3.8% growth after nearly crawling to a standstill in 2020.The massive monetary and fiscal stimulus packages by the world’s governments appear to have worked to enable the fastest recovery after the March deep slide.Factories are humming and consumers are spending again, helping to trigger a broad commodity rally thanks to the so-called reflation trade.In fact, Wall Street is now predicting a newcommodity bull marketthat will rival the oil price spikes of the 1970s or the China-driven boom of the 2000s. Market experts, including Goldman Sachs, believe the commodity boom could rival the last “supercycle” in the early 2000s that powered emergingBRIC economies(Brazil, Russia, India and China).These expectations are supported by the fact that price movement of most commodities has historically been both seasonal and cyclical. Peering at the 10-year charts of leading commodities reveals a clear pattern of mean reversion where prices tend to oscillate backwards and forwards towards their mean or average.And so far, Wall Street appears to be right on the money with theBloomberg Commodity Index(BCOM) up 11% in the year-to-date and nearly 40% over the past 52 weeks.Here are 3 key commodities that can act as an inflation hedge and also as a nice play in the emerging commodity supercycle.Bloomberg Commodity Index 12-Month ChangeSource: Bloomberg1. OilAfter a historic slump, oil has also been on a tear, up 110% in a year. In a sharp turnaround from last year, the energy sector has emerged as one of the best-performing. Brent crude has been flirting with $70 per barrel, a level it last touched nearly two years ago.The oil rally this year has been spurred by encouraging production discipline includingOPEC+ recently extending most output cuts to Apriland Saudi Arabia agreeing to voluntarily extend its output cut of 1 million barrels per day output cuts as well as the ongoing Covid-19 vaccine rollout that gives hope that a full reopening might not be far off. You can expect to see oil demand considerably in the coming months as more people begin to travel, especially with the EU now launching a“Digital Green Certificate”will facilitate safe and free movement within the bloc for people who have been vaccinated.Although the rally has lately taken a breather due to concerns that demand continues to be patchy, consumption is roaring back in notable regions including the U.S. A stronger dollar has also been curbing crude’s gains.The hiatus might, however, be temporary with eyes glued on U.S. inventory data when it comes out on Wednesday, which could show the first drop in crude stockpiles since mid-February. The Fed is also expected to release a policy statement later on the same day as attention on the pace of global inflation grows. Fed Chair Jerome Powell has promised to maintain aggressive support of the U.S. economy, the central bank’s quarterly economic forecasts will show how many of his colleagues share his commitment. The Federal Open Market Committee (FOMC) is widely expected to hold interest rates near zero at the conclusion of its two-day policy meeting on Wednesday, and keep buying bonds at the current $120 billion monthly pace.So the current outlook is largely bullish for oil.Which is just as well: Danielle Shay, director of options at Simpler Trading, has told CNBC that not only can oil perform even better in a reopening economy but can also be really good hedges against inflation.Related: Biden’s Energy Agenda To Reduce Oil Production And Boost PricesIndeed, with oil prices having surpassed even the most bullish projections on Wall Street, some punters are now imagining the seemingly impossible. Bank of America saysoil prices could spike over $100/barrelin the coming years.2. CopperSimilarly, Danielle Shay has picked copper as the other commodity that can perform well in a reopening economy and also act as a good hedge against inflation.The price of copper has doubled in the past year to over $9,000 a metric ton for the first time in nine years driven by tight supply and strong demand for the industrial metal.Copper is moving closer to an all-time high set in 2011 as investors continue to bet that supply tightness will increase as the world recovers from the pandemic. Spencer Barnes, associate vice-president of mutual fund and ETF strategy at Raymond James Ltd, says that thesis is mostly sound since copper is cyclical and driven by market expansion, and should see a surge in demand given the massive push to reopen the economy and the fiscal stimulus that could spur consumption.Further fueling the rally is an anticipated ‘green’ shift in the post-COVID economy, which supports higher demand for copper and other base metals since EVs use about 4x more copper than gasoline-powered vehicles.The International Copper Association estimates that the rapid rise of EVs will raise copper demand in EVs from 185,000 tonnes in 2017 to 1.74 million tonnes by 2027.Source: International Copper Association3. LithiumLithium bulls are enjoying their best moment in decades, lithium prices already up 88% YTD thanks to robust demand for cobalt and nickel free EV batteries.Bullish tech markets are rarely without curious dislocations. And right now one of the biggest imbalances can be seen in the huge momentum behind EV stocks such asTesla Inc.(NASDAQ:TSLA) and the lithium market, which has remained in bear territory for years now.Over the past couple of years, a cross-section of analysts including Goldman Sachs have tried calling a bottom on lithium prices, reckoning on a significant contraction in supply as persistently low prices limited production of one of the key commodities in the EV powertrain. That has not happened--until now.Lithium’s moment to shine appears to have finally arrived, thanks to the massive electrification drive and robust demand for electric vehicles.Specifically, lithium prices have been on a tear thanks to explosive demand for lithium iron phosphate (LFP) batteries according to Benchmark Mineral Intelligence (BMI).BMI says battery grade lithium carbonate midpoint price (EXW China, ≥99.0% Li2CO3) for mid-March was a good 88% higher since the start of the year to over $12,600 a tonne, the highest level since March 2019.Lithium hydroxide prices are up 20% over the timeframe, although a relatively deep discount to carbonate continues to exist.Cobalt and nickel free vehicles are proving to be a runaway success.According to BMI analyst George Miller, “...demand for durable, improved, and low-cost LFP cathode material has become rejuvenated in China – a very similar story to what we saw in lithium’s last price run of 2016 but with a much improved product for the 2020s.”A year ago,Tesla Inc.(NASDAQ:TSLA) surprised the electric car industry when it announced some Model 3s made in its Shanghai factory will be equipped with lithium iron phosphate (LFP) batteries.In December, only its second full month of sales, Tesla Model 3 55KWh LFP-battery captured 5.9% of the global full electric car market in terms of battery capacity deployed despite not being for sale in the US. Strong demand in Europe saw LFP-powered Model 3s command 46% of all Model 3 sales in January.The Democratic Republic of Congo (DRC) is home to over half of the global cobalt reserves and provides over 70% of the total cobalt feedstock production globally. Unfortunately, for many years, human rights groups have highlighted severe human rights issues in cobalt mining operations including child labor, leading to buyers shunning supplies from the region.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322450307,"gmtCreate":1615821891309,"gmtModify":1703493653916,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"Interestingly ","listText":"Interestingly ","text":"Interestingly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322450307","repostId":"1136444569","repostType":4,"repost":{"id":"1136444569","kind":"news","pubTimestamp":1615804432,"share":"https://www.laohu8.com/m/news/1136444569?lang=zh_CN&edition=full","pubTime":"2021-03-15 18:33","market":"us","language":"en","title":"Tesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉准备扩建上海超级工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136444569","media":"Benzinga","summary":"Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for c","content":"<p><div> Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday. What Happened: Citing an ...</p><p><blockquote><div>据 CNEVPost 周六报道,特斯拉正准备扩建其在华超级工厂,提高动力总成和电机等零部件的产能。发生了什么:引用一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Tesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉准备扩建上海超级工厂</blockquote></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\">\nTesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉准备扩建上海超级工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-15 18:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday. What Happened: Citing an ...</p><p><blockquote><div>据 CNEVPost 周六报道,特斯拉正准备扩建其在华超级工厂,提高动力总成和电机等零部件的产能。发生了什么:引用一个……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136444569","content_text":"Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday.\nWhat Happened: Citing an environmental assessment report, cnEVpost reported that Tesla’s Shanghai factory has made adjustments to a project in order to boost production capacity for components. cnEVpost is a China-focused EV website.\nThe manufacturing process adjustments will enable Tesla to increase its annual production capacity of pure electric vehicle power battery packs, drive motor systems and motor controllers, as per the report. The electric car maker currently manufactures the Model 3 sedan and Model Y compact sport utility vehicle at the Shanghai factory.\nWhile reporting its fourth-quarter results in January, Teslasaidthat the Shanghai factory can sustain Model 3 production at or above a run rate of 250,000 per year. Model Y production at the factory started in late 2020 and is in the process of ramping to full capacity.\nWhy It Matters: The electric car maker has previously said it planned to fulfill its localization commitment to the Chinese government and shorten the issue of long lead times for parts imported from the U.S.\nThe adjustments to the manufacturing processes are also part of Tesla’s efforts to boost sales in China, the company’s second-largest market. In February, Teslasaidits China sales doubled on a year-on-year basis to $6.6 billion.\nIn January, Tesla opened pre-orders for the Model Y in China, only to sell out three months’ worth of vehiclesin a matter of days.\nPrice Action: Tesla shares closed 0.8% lower on Friday at $693.73.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322003787,"gmtCreate":1615727622849,"gmtModify":1703492412184,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>More please","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>More please","text":"$Tesla Motors(TSLA)$More please","images":[{"img":"https://static.tigerbbs.com/5e188b5d703d4fae6773dee4efc855ec","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322003787","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":322003900,"gmtCreate":1615727566000,"gmtModify":1703492411150,"author":{"id":"3576460820058972","authorId":"3576460820058972","name":"AndyChiew","avatar":"https://static.tigerbbs.com/2f7d32f50519aed00c3e108e6869090b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576460820058972","idStr":"3576460820058972"},"themes":[],"title":"","htmlText":"Agreed ","listText":"Agreed ","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322003900","repostId":"326481004","repostType":1,"repost":{"id":326481004,"gmtCreate":1615696663008,"gmtModify":1703492188140,"author":{"id":"3577052799029550","authorId":"3577052799029550","name":"Zhonghong","avatar":"https://static.tigerbbs.com/7ac883ebe1cf4c792afb5318bc17be23","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577052799029550","idStr":"3577052799029550"},"themes":[],"title":"","htmlText":"Must add them to watchlist, the next crisis, must add them in my pocket","listText":"Must add them to watchlist, the next crisis, must add them in my pocket","text":"Must add them to watchlist, the next crisis, must add them in my 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faith","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351726783","repostId":"1126909187","repostType":4,"repost":{"id":"1126909187","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616594416,"share":"https://www.laohu8.com/m/news/1126909187?lang=zh_CN&edition=full","pubTime":"2021-03-24 22:00","market":"us","language":"en","title":"TSMC shares fall more than 4% after Intel's plan to expand advanced chip capacity<blockquote>英特尔计划扩大先进芯片产能后,台积电股价下跌超过 4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126909187","media":"Tiger Newspress","summary":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning tradi","content":"<p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.</p><p><blockquote>台积电股份有限公司(TSMC)股价在周三早盘交易中下跌超过 4%,此前英特尔公司宣布了一项 200 亿美元的计划,以扩大其先进芯片制造能力,尽管台湾的 “经济部长 ”试图淡化这一影响。</blockquote></p><p>In addition,Taiwan stepped up its fight against its worst drought in decades, further reducing water supplies to areas including a key hub of semiconductor manufacturing in the central part of the island in an effort to stop reserves from running dry.</p><p><blockquote>此外,台湾加大了抗击数十年来最严重干旱的力度,进一步减少了包括台湾中部半导体制造重要中心在内的地区的供水,以防止储备枯竭。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8c164ae8737d81fb36a214a198e6e9a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE 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more than 4% after Intel's plan to expand advanced chip capacity<blockquote>英特尔计划扩大先进芯片产能后,台积电股价下跌超过 4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-24 22:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.</p><p><blockquote>台积电股份有限公司(TSMC)股价在周三早盘交易中下跌超过 4%,此前英特尔公司宣布了一项 200 亿美元的计划,以扩大其先进芯片制造能力,尽管台湾的 “经济部长 ”试图淡化这一影响。</blockquote></p><p>In addition,Taiwan stepped up its fight against its worst drought in decades, further reducing water supplies to areas including a key hub of semiconductor manufacturing in the central part of the island in an effort to stop reserves from running dry.</p><p><blockquote>此外,台湾加大了抗击数十年来最严重干旱的力度,进一步减少了包括台湾中部半导体制造重要中心在内的地区的供水,以防止储备枯竭。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8c164ae8737d81fb36a214a198e6e9a8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126909187","content_text":"Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell more than 4% in Wednesday morning trading after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s 'economy minister' sought to downplay the impact.In addition,Taiwan stepped up its 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