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小脑虎头

小脑虎头

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10-03

这个货还活着呢？婴儿底发明者，但凡脸皮薄一点都会跳楼自杀

05-31

垃圾公司

阿里巴巴-SW05月31日主力大幅流出1.33亿元散户资金买入

05-23

**垃圾

Alibaba Is Considering Convertible Bond Sale, Following JD.com

2023-11-30

$京东(JD)$ 京东卖假货，投诉都没用，现在京东早就变了，成了一个没有信用度的平台，成了股东的提款机，成了高管的修养所

2023-10-27

因为数据造假了

为何三季度GDP数据很好，美股却下跌了？

2023-07-13

只要是有利可图，美债泡沫不破，美联储官员就会在加息的问题上一直试探，

通胀仍未被征服！这一指标抬头正给美联储继续加息创造条件

2023-07-06

把厂子玩破产然后高管低价收购，这个剧情有点熟

SVB to Sell Investment Bank Five Years After It Bought the Unit for Less Than Half the Price

2023-06-28

好事

Big VC, Tech Got Backstop for Billions in Uninsured SVB Deposits

2023-02-25

和普通股民的投资想法都不一样

巴菲特致股东信：查理和我不是选股高手，我们是选择商业模式的人

2022-11-21

感恩戴德的屠杀原住民！

提醒：美股11月24日感恩节休市，11月25日提前三小时休市

2022-11-16

恶心的大空头

【券商聚焦】花旗：维持腾讯音乐(TME)目标价4.6美元评级中性

2022-11-10

华尔街这群孙子真恶心

高盛给予腾讯音乐沽售评级

2022-09-16

$道琼斯(.DJI)$看看美股，看看癌股，都不想说什么了

2022-07-11

垃圾评级公司，吸血鬼

【券商聚焦】麦格理维持腾讯音乐娱乐(TME)“跑输大市”评级仍对其增长前景持谨慎态度

2022-07-09

华尔街这群孙子真恶心，你怎么不评自己跑输大市

抱歉，原内容已删除

2022-06-16

就是博傻

比尔·盖茨：加密货币与NFT“不过是博傻骗局”！

2022-03-23

要退市吗？

世纪阳光(00509.HK)：重新排期至4月25日进行聆讯

2022-03-04

一唱一和收割全世界而已

外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道

2022-03-02

$腾讯音乐(TME)$希望跌成零，大不了陪你一块死

2022-02-18

等你卖出去了，正好可以低价拿资产，趁机抬高[笑哭] ，华尔街投行和美国政府狼狈为奸！

抱歉，原内容已删除

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16:15","market":"hk","language":"zh","title":"阿里巴巴-SW05月31日主力大幅流出1.33亿元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2439513509","media":"自选股智能写手","summary":"05月31日, 阿里巴巴-SW股价跌1.83%，报收74.90元，成交金额111.92亿元，换手率0.77%，振幅3.93%，量比3.16。阿里巴巴-SW今日主力资金净流出1.33亿元，上一交易日主力净流入819万元。该股近5个交易日下跌6.85%，主力资金累计净流出2.04亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入7073万元，其中净流入天数为8日。","content":"<html><body><article><p>05月31日, <a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>股价跌1.83%，报收74.90元，成交金额111.92亿元，<span>换手率</span>0.77%，振幅3.93%，<span>量比</span>3.16。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>-SW今日主力资金（超大单+大单）净流出1.33亿元，上一交易日主力净流入819万元。</p><p>该股近5个交易日下跌6.85%，主力资金累计净流出2.04亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入7073万元，其中净流入天数为8日。</p><p>|05月31日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|<a href=\"https://laohu8.com/S/08187\">积木集团</a>|7.85%|#|<a href=\"https://laohu8.com/S/01380\">中国金石</a>|3.45%|#|<a href=\"https://laohu8.com/S/00673\">中国卫生集团</a>|1.39%|#|<a href=\"https://laohu8.com/S/08200\">修身堂</a>|1.27%|#|MOSHOUSE|0.69%|#|<a href=\"https://laohu8.com/S/09689\">金泰丰国际控股</a>|0.43%|#|<a href=\"https://laohu8.com/S/02535\">泓基集团</a>|0.42%|#|<a href=\"https://laohu8.com/S/08186\">曼妠</a>|0.42%|#|<a href=\"https://laohu8.com/S/600196\">复星医药</a>|0.41%|#|<a href=\"https://laohu8.com/S/01421\">工盖有限公司</a>|0.40%|</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","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>阿里巴巴-SW05月31日主力大幅流出1.33亿元 散户资金买入</title>\n<style 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阿里巴巴-SW股价跌1.83%，报收74.90元，成交金额111.92亿元，换手率0.77%，振幅3.93%，量比3.16。阿里巴巴-SW今日主力资金（超大单+大单）净流出1.33亿元，上一交易日主力净流入819万元。该股近5个交易日下跌6.85%，主力资金累计净流出2.04亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入7073万元，其中净流入天数为8日。|05...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240531161619957e954b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0051755006.USD":"摩根大通中国A (dist)","BK1521":"挪威政府全球养老基金持仓","BK1610":"ETF&股票定投概念","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240531161619957e954b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2439513509","content_text":"05月31日, 阿里巴巴-SW股价跌1.83%，报收74.90元，成交金额111.92亿元，换手率0.77%，振幅3.93%，量比3.16。阿里巴巴-SW今日主力资金（超大单+大单）净流出1.33亿元，上一交易日主力净流入819万元。该股近5个交易日下跌6.85%，主力资金累计净流出2.04亿元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流入7073万元，其中净流入天数为8日。|05月31日主力加仓幅度前10个股||#|股票简称|主力净额占比|#|积木集团|7.85%|#|中国金石|3.45%|#|中国卫生集团|1.39%|#|修身堂|1.27%|#|MOSHOUSE|0.69%|#|金泰丰国际控股|0.43%|#|泓基集团|0.42%|#|曼妠|0.42%|#|复星医药|0.41%|#|工盖有限公司|0.40%|（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308989416239272,"gmtCreate":1716464705393,"gmtModify":1716472713280,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"**垃圾","listText":"**垃圾","text":"**垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308989416239272","repostId":"1174633103","repostType":2,"repost":{"id":"1174633103","kind":"news","pubTimestamp":1716449601,"share":"https://www.laohu8.com/m/news/1174633103?lang=&edition=full","pubTime":"2024-05-23 15:33","market":"us","language":"en","title":"Alibaba Is Considering Convertible Bond Sale, Following JD.com","url":"https://stock-news.laohu8.com/highlight/detail?id=1174633103","media":"Bloomberg","summary":"Alibaba Group Holding Ltd. is considering selling convertible bonds to raise about $5 billion, people familiar with the matter said, following a $1.75 billion offering by rival Chinese online retailer","content":"<html><head></head><body><p>Alibaba Group Holding Ltd. is considering selling convertible bonds to raise about $5 billion, people familiar with the matter said, following a $1.75 billion offering by rival Chinese online retailer JD.com Inc. this week.</p><p style=\"text-align: start;\">Alibaba has spoken with investment banks about selling bonds that can be converted into US-listed stock, the people said, asking not to be identified discussing private information. The aim is to fund share repurchases and growth, the people said.</p><p style=\"text-align: start;\">An offering could come as soon as this week, though no final decisions have been made, the people said.</p><p style=\"text-align: start;\">A representative for Alibaba didn’t immediately respond to requests seeking comment.</p><p style=\"text-align: start;\">Alibaba needs capital to invest in its core businesses of commerce and the cloud, both of which have bled market share during a crackdown on the sector by Chinese authorities and subsequent internal turmoil. The company is leading the way in cutting prices on cloud and artificial intelligence services, while also starting to ramp up bets in AI, a hotbed of global investment activity.</p><p>Alibaba approved an expansion of a share buyback program earlier this year, adding $25 billion in stock repurchases — one of the largest-ever in China.</p><p style=\"text-align: start;\">The Chinese company’s American depositary receipts have fallen 6.6% in the first three days of this week, trimming their year-to-date gain to 6.7% and leaving Alibaba with a market value of just over $200 billion.</p><p style=\"text-align: start;\">Alibaba’s latest quarterly net income tumbled 86% from a year earlier after an unexplained writedown for losses in its publicly traded holdings, which range from AI firm SenseTime Group Inc. to brick-and-mortar chain Sun Art Retail Group Ltd. That came on top of heightened spending to ward off competitors.</p><p style=\"text-align: start;\">JD.com’s convertible bonds are due in five years and have a coupon of 0.25%.</p></body></html>","source":"lsy1584095487587","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>Alibaba Is Considering Convertible Bond Sale, Following JD.com</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nAlibaba Is Considering Convertible Bond Sale, Following JD.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-23 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-05-23/alibaba-is-considering-convertible-bond-sale-following-jd-com?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding Ltd. is considering selling convertible bonds to raise about $5 billion, people familiar with the matter said, following a $1.75 billion offering by rival Chinese online retailer...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-23/alibaba-is-considering-convertible-bond-sale-following-jd-com?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-23/alibaba-is-considering-convertible-bond-sale-following-jd-com?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174633103","content_text":"Alibaba Group Holding Ltd. is considering selling convertible bonds to raise about $5 billion, people familiar with the matter said, following a $1.75 billion offering by rival Chinese online retailer JD.com Inc. this week.Alibaba has spoken with investment banks about selling bonds that can be converted into US-listed stock, the people said, asking not to be identified discussing private information. The aim is to fund share repurchases and growth, the people said.An offering could come as soon as this week, though no final decisions have been made, the people said.A representative for Alibaba didn’t immediately respond to requests seeking comment.Alibaba needs capital to invest in its core businesses of commerce and the cloud, both of which have bled market share during a crackdown on the sector by Chinese authorities and subsequent internal turmoil. The company is leading the way in cutting prices on cloud and artificial intelligence services, while also starting to ramp up bets in AI, a hotbed of global investment activity.Alibaba approved an expansion of a share buyback program earlier this year, adding $25 billion in stock repurchases — one of the largest-ever in China.The Chinese company’s American depositary receipts have fallen 6.6% in the first three days of this week, trimming their year-to-date gain to 6.7% and leaving Alibaba with a market value of just over $200 billion.Alibaba’s latest quarterly net income tumbled 86% from a year earlier after an unexplained writedown for losses in its publicly traded holdings, which range from AI firm SenseTime Group Inc. to brick-and-mortar chain Sun Art Retail Group Ltd. That came on top of heightened spending to ward off competitors.JD.com’s convertible bonds are due in five years and have a coupon of 0.25%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":247066868707640,"gmtCreate":1701356940683,"gmtModify":1701357166163,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>京东卖假货，投诉都没用，现在京东早就变了 ，成了一个没有信用度的平台，成了股东的提款机，成了高管的修养所","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>京东卖假货，投诉都没用，现在京东早就变了 ，成了一个没有信用度的平台，成了股东的提款机，成了高管的修养所","text":"$京东(JD)$ 京东卖假货，投诉都没用，现在京东早就变了 ，成了一个没有信用度的平台，成了股东的提款机，成了高管的修养所","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247066868707640","isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234898530406488,"gmtCreate":1698376146226,"gmtModify":1698376147140,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"因为数据造假了","listText":"因为数据造假了","text":"因为数据造假了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234898530406488","repostId":"1181089401","repostType":2,"repost":{"id":"1181089401","kind":"news","pubTimestamp":1698368781,"share":"https://www.laohu8.com/m/news/1181089401?lang=&edition=full","pubTime":"2023-10-27 09:06","market":"us","language":"zh","title":"为何三季度GDP数据很好，美股却下跌了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1181089401","media":"招商宏观静思录","summary":"事件2023年10月26日美国商务部经济分析局发布：2023年三季度美国实际GDP年化季环比初值4.9%，同比为2.9%。但从二三季度开始，非住宅建筑投资增速出现了边际放缓，23年前三个季度制造业投资增速分别为32.6%、16.3%和3.2%。净出口方面，Q3小幅拖累GDP增速0.08个百分点。强劲的经济数据为何导致美股下挫？强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。若经济无法保持目前的韧性，美股将面临更多调整风险。","content":"<html><head></head><body><blockquote><p>目前标普500风险溢价为-1.27%，美股相对美债而言缺乏投资价值。强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。</p></blockquote><h2 id=\"id_2183391500\">事件</h2><p style=\"text-align: justify;\">2023年10月26日美国商务部经济分析局（BEA）发布：2023年三季度美国实际GDP年化季环比初值4.9%（前值2.1%），同比为2.9%（前值2.4%）。</p><h2 id=\"id_405603589\">核心观点</h2><p style=\"text-align: justify;\"><strong>美国23年Q3实际GDP环比折年率初值4.9%，反映出消费大幅升温、存货投资顺周期增长和政府支出偏强。</strong>固定资产投资方面，非住宅投资录得-0.1%（前值7.4%），拉动GDP增速0个百分点，主因在二季度高增幅的基础上出现了较明显的边际放缓。其中建筑增幅1.6%（前值16.1%），设备转负-3.8%（前值7.7%）。</p><p style=\"text-align: justify;\">在21年底的基建投资和就业法案（IIJA）和通胀削减法案（IRA）陆续落地生效之后，受益于直接投资和间接补贴支持，美国基建和以半导体工厂为代表的制造业建筑投资在今年上半年直线拉升。但从二三季度开始，非住宅建筑投资增速出现了边际放缓，23年前三个季度制造业投资增速分别为32.6%、16.3%和3.2%。</p><p style=\"text-align: justify;\">住宅投资提速至3.9%（前值-2.2%），拉动GDP增速0.2个百分点。在高利率的环境下，这部分反映出成屋供给向趋势回归偏缓慢的影响，但是美债利率高位已促使30年抵押贷款利率升至7.6%，预计住宅投资项往后走势偏弱。</p><p style=\"text-align: justify;\"><strong>值得注意两点：1）去年10月通过的《2023纳税年度税收通货膨胀调整》将纳税标准扣除额提高了约7%，2023年1月开始执行拉动今年美国个人消费支出（名义值）多增1-1.8%；2）换算成同比，Q3实际经济增速为2.9%。</strong></p><p style=\"text-align: justify;\"><strong>受美国《通胀削减法案》与《芯片法案》提振，前三个季度的非住宅固定资产投资升温，带动了存货投资的顺周期调整。</strong>Q3存货投资拉动经济增速1.3个百分点，一方面反映出在二季度低增幅的基础上，存货投资项本身具有扩大波动的特点，另一方面，这也反映出经济顺周期下的库存调整。另外，政府支出Q3对GDP拉动达到0.8个百分点，其中国防拉动0.3个百分点（前值0.1个百分点）。</p><p style=\"text-align: justify;\"><strong>由于拜登政府供给侧经济学的财政支持、强劲劳动力市场和夏季消费升温等因素叠加，Q3个人消费支出拉动GDP增速2.7个百分点。</strong>个人消费支出环比折年增速升至4.0%（前值0.8%），其中商品项4.8%（前值0.5%），主要反映耐用品消费大幅提升7.6%（前值-0.3%），服务3.6%（前值1.0%）。</p><p style=\"text-align: justify;\">除公共投资和产业补贴之外，拜登财政政策具有补贴中低收入劳动者的特点，该部分人群的边际消费倾向较高，基于通胀调节因素的税收减免、学生贷款减免等因素对于高利率环境形成了有效对冲，支持Q3消费强劲反弹。往后看，在高院判决逆转拜登政府对学生贷款的减免之后，财政支持的边际退坡和高利率的滞后效果或被延后至24年浮现。</p><p style=\"text-align: justify;\"><strong>净出口方面，</strong>Q3小幅拖累GDP增速0.08个百分点。美国的商品和服务贸易赤字近三个季度走势波动偏平，往后看，在亚洲和欧洲经济体增速均承压的情况下，美国净出口难以成为经济的主要拉动来源，特别在制造业和基建投资位于长上行周期的背景下。其中，8月份商品逆差收窄，消费品和资本品进口偏弱，但工业用品和材料进口有所提升，反映出非住宅固定投资的持续动能。服务顺差8月增加至262亿美元（前值252亿美元），旅游和金融服务出口均有小幅提升。</p><p style=\"text-align: justify;\"><strong>强劲的经济数据为何导致美股下挫？目前标普500风险溢价为-1.27%，美股相对美债而言缺乏投资价值。</strong>首先，20日鲍威尔讲话后，CME仍反映市场预期美联储不会在11月份进一步加息，但是在12月或1月抬升终端利率的预期概率在20%以上。强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。</p><p style=\"text-align: justify;\">另一方面，由图4可知，目前标普500指数风险溢价为-1.27%，表明其相对美债而言缺乏投资价值，只要美债收益率继续保持高位、美联储不再通过银行定期融资计划等项目为市场注入流动性，美股就存在调整压力。若经济无法保持目前的韧性，美股将面临更多调整风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a09104667e8003cc5a257efb5db1992\" tg-width=\"844\" tg-height=\"721\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c92f1cc9dcc43754c58577c851d4dbe\" tg-width=\"839\" tg-height=\"713\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdcbf8b73677719d2f634a5332a7a4f\" tg-width=\"1080\" tg-height=\"442\"/></p></body></html>","source":"lsy1655347333395","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>为何三季度GDP数据很好，美股却下跌了？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n为何三季度GDP数据很好，美股却下跌了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-27 09:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/kYYgqPYdNesaNKvAq-v9Zg><strong>招商宏观静思录</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前标普500风险溢价为-1.27%，美股相对美债而言缺乏投资价值。强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。事件2023年10月26日美国商务部经济分析局（BEA）发布：2023年三季度美国实际GDP年化季环比初值4.9%（前值2.1%），同比为2.9%（前值2.4%）。核心观点美国23年Q3实际GDP环比折年率初值4.9%，反映出消费大幅升温、存货投资顺周期增长和政府...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kYYgqPYdNesaNKvAq-v9Zg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/kYYgqPYdNesaNKvAq-v9Zg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181089401","content_text":"目前标普500风险溢价为-1.27%，美股相对美债而言缺乏投资价值。强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。事件2023年10月26日美国商务部经济分析局（BEA）发布：2023年三季度美国实际GDP年化季环比初值4.9%（前值2.1%），同比为2.9%（前值2.4%）。核心观点美国23年Q3实际GDP环比折年率初值4.9%，反映出消费大幅升温、存货投资顺周期增长和政府支出偏强。固定资产投资方面，非住宅投资录得-0.1%（前值7.4%），拉动GDP增速0个百分点，主因在二季度高增幅的基础上出现了较明显的边际放缓。其中建筑增幅1.6%（前值16.1%），设备转负-3.8%（前值7.7%）。在21年底的基建投资和就业法案（IIJA）和通胀削减法案（IRA）陆续落地生效之后，受益于直接投资和间接补贴支持，美国基建和以半导体工厂为代表的制造业建筑投资在今年上半年直线拉升。但从二三季度开始，非住宅建筑投资增速出现了边际放缓，23年前三个季度制造业投资增速分别为32.6%、16.3%和3.2%。住宅投资提速至3.9%（前值-2.2%），拉动GDP增速0.2个百分点。在高利率的环境下，这部分反映出成屋供给向趋势回归偏缓慢的影响，但是美债利率高位已促使30年抵押贷款利率升至7.6%，预计住宅投资项往后走势偏弱。值得注意两点：1）去年10月通过的《2023纳税年度税收通货膨胀调整》将纳税标准扣除额提高了约7%，2023年1月开始执行拉动今年美国个人消费支出（名义值）多增1-1.8%；2）换算成同比，Q3实际经济增速为2.9%。受美国《通胀削减法案》与《芯片法案》提振，前三个季度的非住宅固定资产投资升温，带动了存货投资的顺周期调整。Q3存货投资拉动经济增速1.3个百分点，一方面反映出在二季度低增幅的基础上，存货投资项本身具有扩大波动的特点，另一方面，这也反映出经济顺周期下的库存调整。另外，政府支出Q3对GDP拉动达到0.8个百分点，其中国防拉动0.3个百分点（前值0.1个百分点）。由于拜登政府供给侧经济学的财政支持、强劲劳动力市场和夏季消费升温等因素叠加，Q3个人消费支出拉动GDP增速2.7个百分点。个人消费支出环比折年增速升至4.0%（前值0.8%），其中商品项4.8%（前值0.5%），主要反映耐用品消费大幅提升7.6%（前值-0.3%），服务3.6%（前值1.0%）。除公共投资和产业补贴之外，拜登财政政策具有补贴中低收入劳动者的特点，该部分人群的边际消费倾向较高，基于通胀调节因素的税收减免、学生贷款减免等因素对于高利率环境形成了有效对冲，支持Q3消费强劲反弹。往后看，在高院判决逆转拜登政府对学生贷款的减免之后，财政支持的边际退坡和高利率的滞后效果或被延后至24年浮现。净出口方面，Q3小幅拖累GDP增速0.08个百分点。美国的商品和服务贸易赤字近三个季度走势波动偏平，往后看，在亚洲和欧洲经济体增速均承压的情况下，美国净出口难以成为经济的主要拉动来源，特别在制造业和基建投资位于长上行周期的背景下。其中，8月份商品逆差收窄，消费品和资本品进口偏弱，但工业用品和材料进口有所提升，反映出非住宅固定投资的持续动能。服务顺差8月增加至262亿美元（前值252亿美元），旅游和金融服务出口均有小幅提升。强劲的经济数据为何导致美股下挫？目前标普500风险溢价为-1.27%，美股相对美债而言缺乏投资价值。首先，20日鲍威尔讲话后，CME仍反映市场预期美联储不会在11月份进一步加息，但是在12月或1月抬升终端利率的预期概率在20%以上。强劲的数据又增加了未来继续加息的可能性，美债收益率暂时难以明显回落。另一方面，由图4可知，目前标普500指数风险溢价为-1.27%，表明其相对美债而言缺乏投资价值，只要美债收益率继续保持高位、美联储不再通过银行定期融资计划等项目为市场注入流动性，美股就存在调整压力。若经济无法保持目前的韧性，美股将面临更多调整风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197511289708560,"gmtCreate":1689250218527,"gmtModify":1689255496887,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"只要是有利可图，美债泡沫不破，美联储官员就会在加息的问题上一直试探，","listText":"只要是有利可图，美债泡沫不破，美联储官员就会在加息的问题上一直试探，","text":"只要是有利可图，美债泡沫不破，美联储官员就会在加息的问题上一直试探，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197511289708560","repostId":"2351704447","repostType":2,"repost":{"id":"2351704447","kind":"highlight","pubTimestamp":1689248865,"share":"https://www.laohu8.com/m/news/2351704447?lang=&edition=full","pubTime":"2023-07-13 19:47","market":"us","language":"zh","title":"通胀仍未被征服！这一指标抬头正给美联储继续加息创造条件","url":"https://stock-news.laohu8.com/highlight/detail?id=2351704447","media":"金十数据","summary":"《华尔街日报》认为，美国通胀仍未被征服，由于实际工资才刚刚开始增长，美联储需要抓住机会完成其抗通胀的工作。而周三公布的消费者价格指数报告给出的答案仍然是否定的，尽管通胀正越来越接近美联储2%的目标。上个月CPI同比下降至3%，这是自2021年3月以来的最低水平，并且远低于5月份的4%。然而，扣除食品和能源的核心CPI仅下降至4.8%，下降速度较慢。如今，实际利率终于转为正值，一项指标显示，去年货币供应量下降了4%。","content":"<html><head></head><body><p>《华尔街日报》认为，美国通胀仍未被征服，<strong>由于实际工资才刚刚开始增长，美联储需要抓住机会完成其抗通胀的工作。</strong></p><p>该报道指出，对于美联储主席鲍威尔来说，投资者就像在旅游途中坐在后座上的孩子一样，每隔几分钟就要问一次：“我们到了吗？”而<strong>周三公布的消费者价格指数（CPI）报告给出的答案仍然是否定的，尽管通胀正越来越接近美联储2%的目标。</strong></p><p>《华尔街日报》称，虽然通胀率继续下降，但服务价格和不包括食品和能源的核心CPI仍然保持不变。上个月CPI同比下降至3%，这是自2021年3月以来的最低水平，并且远低于5月份的4%。下降的主要原因是能源和食品价格下降。然而，<strong>扣除食品和能源的核心CPI仅下降至4.8%，下降速度较慢。</strong></p><p>住房一直是价格上涨的最大贡献者，在过去几个月里该分项没有太大变化。租金上个月上涨了0.5%，比去年同期上涨了8.3%。据报道，虽然一些地铁地段的房屋租金开始下降，但<strong>高房价和不断上升的利率不仅使人们需要为住房花费更多租金，而且还在对租金施加上行压力。</strong></p><p>也许住房价格会下降，因为政府的衡量标准存在滞后性。但<strong>汽车保险和医疗保健等一些服务的价格一直在上涨</strong>，因为医疗服务提供商和保险公司开始将更高的成本转嫁给客户。汽车保险价格在过去一年增长了16.9%，上个月增长了1.7%。</p><p><strong>最好的消息是，实际工资终于开始增长</strong>，尽管要弥补两年多来的下降还有很长的路要走。上个月实际平均时薪增长了0.2%，过去12个月增长了1.2%。但仍比2020年12月低3.2%，这无疑解释了为什么美国人在低失业率的情况下仍对经济感到沮丧。</p><p>如今，实际利率终于转为正值，一项指标显示，去年货币供应量下降了4%。但《华尔街日报》表示，从历史标准来看，货币环境并没有那么紧张。<strong>市场希望鲍威尔踩下刹车，但美联储可能还需要继续完成其反通胀的工作，而当它仍有一个体面的劳动力市场时，再没有比这更好的时机了。</strong></p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>通胀仍未被征服！这一指标抬头正给美联储继续加息创造条件</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n通胀仍未被征服！这一指标抬头正给美联储继续加息创造条件\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-13 19:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=117072&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《华尔街日报》认为，美国通胀仍未被征服，由于实际工资才刚刚开始增长，美联储需要抓住机会完成其抗通胀的工作。该报道指出，对于美联储主席鲍威尔来说，投资者就像在旅游途中坐在后座上的孩子一样，每隔几分钟就要问一次：“我们到了吗？”而周三公布的消费者价格指数（CPI）报告给出的答案仍然是否定的，尽管通胀正越来越接近美联储2%的目标。《华尔街日报》称，虽然通胀率继续下降，但服务价格和不包括食品和能源的核心...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=117072&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ca3664a72b9a3c688eb0a518c561de6","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","BK4588":"碎股","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4581":"高盛持仓","BK4504":"桥水持仓","DXD":"道指两倍做空ETF","IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","DDM":"道指两倍做多ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","DOG":"道指反向ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=117072&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351704447","content_text":"《华尔街日报》认为，美国通胀仍未被征服，由于实际工资才刚刚开始增长，美联储需要抓住机会完成其抗通胀的工作。该报道指出，对于美联储主席鲍威尔来说，投资者就像在旅游途中坐在后座上的孩子一样，每隔几分钟就要问一次：“我们到了吗？”而周三公布的消费者价格指数（CPI）报告给出的答案仍然是否定的，尽管通胀正越来越接近美联储2%的目标。《华尔街日报》称，虽然通胀率继续下降，但服务价格和不包括食品和能源的核心CPI仍然保持不变。上个月CPI同比下降至3%，这是自2021年3月以来的最低水平，并且远低于5月份的4%。下降的主要原因是能源和食品价格下降。然而，扣除食品和能源的核心CPI仅下降至4.8%，下降速度较慢。住房一直是价格上涨的最大贡献者，在过去几个月里该分项没有太大变化。租金上个月上涨了0.5%，比去年同期上涨了8.3%。据报道，虽然一些地铁地段的房屋租金开始下降，但高房价和不断上升的利率不仅使人们需要为住房花费更多租金，而且还在对租金施加上行压力。也许住房价格会下降，因为政府的衡量标准存在滞后性。但汽车保险和医疗保健等一些服务的价格一直在上涨，因为医疗服务提供商和保险公司开始将更高的成本转嫁给客户。汽车保险价格在过去一年增长了16.9%，上个月增长了1.7%。最好的消息是，实际工资终于开始增长，尽管要弥补两年多来的下降还有很长的路要走。上个月实际平均时薪增长了0.2%，过去12个月增长了1.2%。但仍比2020年12月低3.2%，这无疑解释了为什么美国人在低失业率的情况下仍对经济感到沮丧。如今，实际利率终于转为正值，一项指标显示，去年货币供应量下降了4%。但《华尔街日报》表示，从历史标准来看，货币环境并没有那么紧张。市场希望鲍威尔踩下刹车，但美联储可能还需要继续完成其反通胀的工作，而当它仍有一个体面的劳动力市场时，再没有比这更好的时机了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195038943690856,"gmtCreate":1688649859392,"gmtModify":1688649861224,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"把厂子玩破产然后高管低价收购，这个剧情有点熟","listText":"把厂子玩破产然后高管低价收购，这个剧情有点熟","text":"把厂子玩破产然后高管低价收购，这个剧情有点熟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195038943690856","repostId":"1116470725","repostType":2,"repost":{"id":"1116470725","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1688643300,"share":"https://www.laohu8.com/m/news/1116470725?lang=&edition=full","pubTime":"2023-07-06 19:35","market":"us","language":"en","title":"SVB to Sell Investment Bank Five Years After It Bought the Unit for Less Than Half the Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1116470725","media":"Dow Jones","summary":"The founder of Silicon Valley Bank’s investment bank Jeff Leerink has won approval from U.S. bankruptcy court to buy the business for up to $130 million, according to reports late Wednesday. Silicon Valley Bank had acquired Leerink Partners in 2018 for $280 million. SVB Financial Group, has been cleared by the court to sell SVB’s investment bank to a group of buyers led by Leerink. The transaction will be backed with up to $100 million from the Baupost Group, plus $30 million in financing from a","content":"<html><head></head><body><p>The founder of Silicon Valley Bank’s investment bank Jeff Leerink has won approval from U.S. bankruptcy court to buy the business for up to $130 million, according to reports late Wednesday. </p><p>Silicon Valley Bank had acquired Leerink Partners in 2018 for $280 million. SVB Financial Group<strong>, </strong>has been cleared by the court to sell SVB’s investment bank to a group of buyers led by Leerink. </p><p>The transaction will be backed with up to $100 million from the Baupost Group, plus $30 million in financing from a group led by Leerink, said the reports, which cited court filings. Leerink announced the plan on June 18 to buy the business and rename it Leerink Partners as a healthcare-focused investment bank. </p><p>“The management team and I are excited to return to our heritage of owning and leading the premier healthcare investment bank and relaunching the business under the trusted Leerink Partners brand,” Leerink said in the June 18 statement.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SVB to Sell Investment Bank Five Years After It Bought the Unit for Less Than Half the Price</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSVB to Sell Investment Bank Five Years After It Bought the Unit for Less Than Half the Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-06 19:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The founder of Silicon Valley Bank’s investment bank Jeff Leerink has won approval from U.S. bankruptcy court to buy the business for up to $130 million, according to reports late Wednesday. </p><p>Silicon Valley Bank had acquired Leerink Partners in 2018 for $280 million. SVB Financial Group<strong>, </strong>has been cleared by the court to sell SVB’s investment bank to a group of buyers led by Leerink. </p><p>The transaction will be backed with up to $100 million from the Baupost Group, plus $30 million in financing from a group led by Leerink, said the reports, which cited court filings. Leerink announced the plan on June 18 to buy the business and rename it Leerink Partners as a healthcare-focused investment bank. </p><p>“The management team and I are excited to return to our heritage of owning and leading the premier healthcare investment bank and relaunching the business under the trusted Leerink Partners brand,” Leerink said in the June 18 statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIVBQ":"硅谷银行","SIVPQ":"SVB Financial Group"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116470725","content_text":"The founder of Silicon Valley Bank’s investment bank Jeff Leerink has won approval from U.S. bankruptcy court to buy the business for up to $130 million, according to reports late Wednesday. Silicon Valley Bank had acquired Leerink Partners in 2018 for $280 million. SVB Financial Group, has been cleared by the court to sell SVB’s investment bank to a group of buyers led by Leerink. The transaction will be backed with up to $100 million from the Baupost Group, plus $30 million in financing from a group led by Leerink, said the reports, which cited court filings. Leerink announced the plan on June 18 to buy the business and rename it Leerink Partners as a healthcare-focused investment bank. “The management team and I are excited to return to our heritage of owning and leading the premier healthcare investment bank and relaunching the business under the trusted Leerink Partners brand,” Leerink said in the June 18 statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":768612996513792,"gmtCreate":1687959661193,"gmtModify":1687959663253,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"好事","listText":"好事","text":"好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/768612996513792","repostId":"1197421730","repostType":2,"repost":{"id":"1197421730","kind":"news","pubTimestamp":1687518351,"share":"https://www.laohu8.com/m/news/1197421730?lang=&edition=full","pubTime":"2023-06-23 19:05","market":"us","language":"en","title":"Big VC, Tech Got Backstop for Billions in Uninsured SVB Deposits","url":"https://stock-news.laohu8.com/highlight/detail?id=1197421730","media":"Bloomberg","summary":"Sequoia, Chinese tech firm Kanzhun among largest depositorsNew document shows top 10 customer balanc","content":"<html><head></head><body><ul><li><p>Sequoia, Chinese tech firm Kanzhun among largest depositors</p></li><li><p>New document shows top 10 customer balances at failed lender</p></li></ul><p>When federal regulators stepped in to backstop all of Silicon Valley Bank’s deposits, they saved thousands of small tech startups and prevented what could have been a catastrophic blow to a sector that relied heavily on the lender.</p><p style=\"text-align: start;\">But the decision to guarantee all accounts above the $250,000 federal deposit insurance limit also helped bigger companies that were in no real danger. Sequoia Capital, the world’s most prominent venture-capital firm, got covered the $1 billion it had with the lender. Kanzhun Ltd., a Beijing-based tech company that runs mobile recruiting app Boss Zhipin, received a backstop for more than $900 million. </p><p style=\"text-align: start;\">A document from the Federal Deposit Insurance Corp., which the agency subsequently said it mistakenly released unredacted in response to a Bloomberg News Freedom of Information Act request, provides one of the most detailed glimpses yet into the bank’s big customers.</p><p style=\"text-align: start;\">The FDIC, which has been selling off pieces of the bank since its failure, asked that Bloomberg destroy and not share the depositor list, saying the agency intended to “partially” withhold some details from the document “because it included confidential commercial or financial information,” according to a letter from an attorney for the regulator. The agency subsequently declined to comment on the substance of the information in the document.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b372bfcd4cef81a331bf893c5b4f184\" alt=\"FDIC document \" title=\"FDIC document \" tg-width=\"800\" tg-height=\"523\"/><span>FDIC document </span></p><p>US regulators’ decision to declare a “systemic risk exception” and make all depositors at Silicon Valley Bank whole came after a white-knuckled weekend as tech founders digested SVB’s collapse on Friday, March 10. President Joe Biden described the solution as one that “protects American workers and small businesses, and keeps our financial system safe.”</p><p>Treasury Secretary Janet Yellen cast the government’s response — including backstopping all depositors — as necessary. “American households depend on banks to finance their homes, invest in an education, and otherwise improve their standards of living. Businesses borrow from these institutions to start new companies and expand existing ones,” she said at an industry conference the following week before discussing the intervention. </p><p>But the decisions that government agencies, including the FDIC, made in a frantic few days after SVB failed were immediately controversial. Some critics said that making all depositors whole at the lender and Signature Bank, which failed March 12, created a moral hazard. A fierce debate is also raging over whether the insurance limit needs to be raised for businesses.</p><p style=\"text-align: start;\">Former Vice President Mike Pence argued that backstopping all depositors amounted to a bailout, a depiction the Biden administration has pushed back against strenuously. Pence blasted the government’s decision to insure all deposits, in part, because the move would cover Chinese companies that did business with the bank. </p><p style=\"text-align: start;\">In May, the FDIC proposed tagging the largest banks with billions of dollars in extra fees to replenish the US government’s bedrock deposit insurance fund after it was tapped to backstop deposits above the $250,000 threshold. At the time, the regulator estimated the decision to cover all depositors at SVB and Signature cost the fund about $15.8 billion. </p><p style=\"text-align: start;\">FDIC Chairman Martin Gruenberg has previously said that at SVB the guarantee to uninsured depositors covered small and midsize business, as well as those with very large balances, and that the bank’s top 10 depositor accounts held $13.3 billion total. </p><p style=\"text-align: start;\">The new document underscores that in addition to serving a legion of startups and fledgling businesses, SVB was a go-to bank for tech industry giants, including some that have kept their relationships with the bank confidential.</p><ul><li><p>The $1 billion that <strong>Sequoia</strong>, the firm famous for backing iconic companies including Apple, Google and WhatsApp, had at SVB made up a fraction of its $85 billion assets under management. In addition to maintaining its own accounts at the lender, the firm also recommended every startup it backed do the same, Michael Moritz, a partner at the firm, wrote in the Financial Times. A representative for Sequoia declined to comment on the depositor list.</p></li><li><p><strong>Kanzhun</strong>, which had $902.9 million in deposits with SVB according to the document, didn’t respond to multiple emailed requests for comment. The company, which was heavily backed by Chinese giant Tencent before it went public on the Nasdaq in 2021, was among the largest Chinese companies to IPO in the US that year.</p></li><li><p><strong>Altos Labs Inc</strong>., a life sciences startup that works on cell regeneration, had $680.3 million in deposits with the bank. The privately held company has raised $3.27 billion from billionaires including Jeff Bezos and Yuri Milner, as well as Mubadala Investment Company and other investors. An Altos representative declined to comment.</p></li><li><p>Payments startup <strong>Marqeta Inc.</strong> had $634.5 million at the bank, according to the document. In a statement, the firm acknowledged that it had “significant deposits” at SVB, but was already in the process of moving money to other banks. “While Marqeta supported the decision to guarantee all deposits at the bank, our ability to execute as a business and meet our financial obligations would not have been impacted, even if it was a longer resolution process” the firm said.</p></li><li><p><strong>IntraFi Network</strong>, which provides deposit services to financial institutions, had $410.9 million worth of deposits at the bank, according to the document. However, in a statement, the firm said that it didn’t actually have any of its own money with the lender, nor was it a client. The amount, rather, represents the funds of almost 2,000 different depositors whose balances were fully insured when SVB collapsed, according to IntraFi. </p></li><li><p>Crypto stablecoin company <strong>Circle Internet Financial Ltd</strong>. previously disclosed its SVB deposits, which at the time represented 8.2% of the reserves backing its USD Coin. A spokesman said the company had no additional comment. The USD Coin, which is intended to maintain a 1-to-1 peg to the dollar, briefly drifted from that $1 level on the news of Circle’s exposure. The document listed it as SVB’s biggest depositor with a balance of $3.3 billion.</p></li><li><p>Streaming set-top box maker <strong>Roku Inc</strong>. also previously disclosed having roughly 26% of its cash and cash equivalents parked at the bank. The document listed its balance at $420 million. A Roku spokesman declined further comment.</p></li><li><p>Fintech company<strong> Bill.com</strong> previously disclosed it had roughly $670 million at the bank. The firm said the amount included about $300 million of its money and $370 million that belonged to customers. A company spokesman declined further comment. The FDIC document listed Bill.com’s total balance at $761.1 million.</p></li></ul><p style=\"text-align: start;\"><strong>Silicon Valley Bank</strong> and parent <strong>SVB Financial Group Inc</strong>. were also listed as having a combined $4.6 billion in deposits. SVB Financial has argued in its bankruptcy case that at least $2 billion in deposits the parent had with the bank should be returned. Federal regulators have said SVB Financial, which declined to comment on the document, must apply to the bank’s receiver for that money.  </p></body></html>","source":"lsy1584095487587","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>Big VC, Tech Got Backstop for Billions in Uninsured SVB Deposits</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBig VC, Tech Got Backstop for Billions in Uninsured SVB Deposits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-23 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-23/fdic-insured-billions-in-deposits-for-sequoia-other-top-svb-customers?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sequoia, Chinese tech firm Kanzhun among largest depositorsNew document shows top 10 customer balances at failed lenderWhen federal regulators stepped in to backstop all of Silicon Valley Bank’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-23/fdic-insured-billions-in-deposits-for-sequoia-other-top-svb-customers?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIVBQ":"硅谷银行"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-23/fdic-insured-billions-in-deposits-for-sequoia-other-top-svb-customers?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197421730","content_text":"Sequoia, Chinese tech firm Kanzhun among largest depositorsNew document shows top 10 customer balances at failed lenderWhen federal regulators stepped in to backstop all of Silicon Valley Bank’s deposits, they saved thousands of small tech startups and prevented what could have been a catastrophic blow to a sector that relied heavily on the lender.But the decision to guarantee all accounts above the $250,000 federal deposit insurance limit also helped bigger companies that were in no real danger. Sequoia Capital, the world’s most prominent venture-capital firm, got covered the $1 billion it had with the lender. Kanzhun Ltd., a Beijing-based tech company that runs mobile recruiting app Boss Zhipin, received a backstop for more than $900 million. A document from the Federal Deposit Insurance Corp., which the agency subsequently said it mistakenly released unredacted in response to a Bloomberg News Freedom of Information Act request, provides one of the most detailed glimpses yet into the bank’s big customers.The FDIC, which has been selling off pieces of the bank since its failure, asked that Bloomberg destroy and not share the depositor list, saying the agency intended to “partially” withhold some details from the document “because it included confidential commercial or financial information,” according to a letter from an attorney for the regulator. The agency subsequently declined to comment on the substance of the information in the document.FDIC document US regulators’ decision to declare a “systemic risk exception” and make all depositors at Silicon Valley Bank whole came after a white-knuckled weekend as tech founders digested SVB’s collapse on Friday, March 10. President Joe Biden described the solution as one that “protects American workers and small businesses, and keeps our financial system safe.”Treasury Secretary Janet Yellen cast the government’s response — including backstopping all depositors — as necessary. “American households depend on banks to finance their homes, invest in an education, and otherwise improve their standards of living. Businesses borrow from these institutions to start new companies and expand existing ones,” she said at an industry conference the following week before discussing the intervention. But the decisions that government agencies, including the FDIC, made in a frantic few days after SVB failed were immediately controversial. Some critics said that making all depositors whole at the lender and Signature Bank, which failed March 12, created a moral hazard. A fierce debate is also raging over whether the insurance limit needs to be raised for businesses.Former Vice President Mike Pence argued that backstopping all depositors amounted to a bailout, a depiction the Biden administration has pushed back against strenuously. Pence blasted the government’s decision to insure all deposits, in part, because the move would cover Chinese companies that did business with the bank. In May, the FDIC proposed tagging the largest banks with billions of dollars in extra fees to replenish the US government’s bedrock deposit insurance fund after it was tapped to backstop deposits above the $250,000 threshold. At the time, the regulator estimated the decision to cover all depositors at SVB and Signature cost the fund about $15.8 billion. FDIC Chairman Martin Gruenberg has previously said that at SVB the guarantee to uninsured depositors covered small and midsize business, as well as those with very large balances, and that the bank’s top 10 depositor accounts held $13.3 billion total. The new document underscores that in addition to serving a legion of startups and fledgling businesses, SVB was a go-to bank for tech industry giants, including some that have kept their relationships with the bank confidential.The $1 billion that Sequoia, the firm famous for backing iconic companies including Apple, Google and WhatsApp, had at SVB made up a fraction of its $85 billion assets under management. In addition to maintaining its own accounts at the lender, the firm also recommended every startup it backed do the same, Michael Moritz, a partner at the firm, wrote in the Financial Times. A representative for Sequoia declined to comment on the depositor list.Kanzhun, which had $902.9 million in deposits with SVB according to the document, didn’t respond to multiple emailed requests for comment. The company, which was heavily backed by Chinese giant Tencent before it went public on the Nasdaq in 2021, was among the largest Chinese companies to IPO in the US that year.Altos Labs Inc., a life sciences startup that works on cell regeneration, had $680.3 million in deposits with the bank. The privately held company has raised $3.27 billion from billionaires including Jeff Bezos and Yuri Milner, as well as Mubadala Investment Company and other investors. An Altos representative declined to comment.Payments startup Marqeta Inc. had $634.5 million at the bank, according to the document. In a statement, the firm acknowledged that it had “significant deposits” at SVB, but was already in the process of moving money to other banks. “While Marqeta supported the decision to guarantee all deposits at the bank, our ability to execute as a business and meet our financial obligations would not have been impacted, even if it was a longer resolution process” the firm said.IntraFi Network, which provides deposit services to financial institutions, had $410.9 million worth of deposits at the bank, according to the document. However, in a statement, the firm said that it didn’t actually have any of its own money with the lender, nor was it a client. The amount, rather, represents the funds of almost 2,000 different depositors whose balances were fully insured when SVB collapsed, according to IntraFi. Crypto stablecoin company Circle Internet Financial Ltd. previously disclosed its SVB deposits, which at the time represented 8.2% of the reserves backing its USD Coin. A spokesman said the company had no additional comment. The USD Coin, which is intended to maintain a 1-to-1 peg to the dollar, briefly drifted from that $1 level on the news of Circle’s exposure. The document listed it as SVB’s biggest depositor with a balance of $3.3 billion.Streaming set-top box maker Roku Inc. also previously disclosed having roughly 26% of its cash and cash equivalents parked at the bank. The document listed its balance at $420 million. A Roku spokesman declined further comment.Fintech company Bill.com previously disclosed it had roughly $670 million at the bank. The firm said the amount included about $300 million of its money and $370 million that belonged to customers. A company spokesman declined further comment. The FDIC document listed Bill.com’s total balance at $761.1 million.Silicon Valley Bank and parent SVB Financial Group Inc. were also listed as having a combined $4.6 billion in deposits. SVB Financial has argued in its bankruptcy case that at least $2 billion in deposits the parent had with the bank should be returned. Federal regulators have said SVB Financial, which declined to comment on the document, must apply to the bank’s receiver for that money.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624631231,"gmtCreate":1677338513123,"gmtModify":1677338514785,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"和普通股民的投资想法都不一样","listText":"和普通股民的投资想法都不一样","text":"和普通股民的投资想法都不一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624631231","repostId":"2314636793","repostType":2,"repost":{"id":"2314636793","kind":"news","pubTimestamp":1677334252,"share":"https://www.laohu8.com/m/news/2314636793?lang=&edition=full","pubTime":"2023-02-25 22:10","market":"us","language":"zh","title":"巴菲特致股东信：查理和我不是选股高手，我们是选择商业模式的人","url":"https://stock-news.laohu8.com/highlight/detail?id=2314636793","media":"华尔街见闻","summary":"2月25日，巴菲特在伯克希尔-哈撒韦公司官网公布每年一度的致股东公开信。以下为巴菲特致股东信全文：致伯克希尔哈撒韦公司股东：我和我的长期搭档查理·芒格，我们的工作就是管理大量股东的储蓄，能获得大家长久以来的信任，且这种信任往往能贯穿一生中的大部分时间，我感到非常荣幸。","content":"<html><body><article><p><strong>划重点</strong></p><p>1、我们认为，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>的股东基本上是“储蓄一次，储蓄一世”的类型。尽管这些人生活优渥，但他们最终会将大部分<span>资产</span>捐献给慈善机构。</p><p>2、我们持有股票是基于我们对企业长期经营业绩的预期，而不是将其视为熟练买卖的工具。这一点很关键：查理和我不是选股高手，我们是选择商业模式的人。</p><p>3、可以肯定的是，在过去几十年里，资本利得对伯克希尔来说非常重要，我们预计在未来几十年里，资本利得将显著增加。</p><p>4、在伯克希尔58年的管理中，我的大部分资本配置决策都不过马马虎虎。此外，在某些情况下，我没走好的棋也靠着很大的运气得以挽救。</p><p>2月25日，巴菲特在伯克希尔-哈撒韦公司官网公布每年一度的致股东公开信。</p><p><strong>以下为巴菲特致股东信全文：</strong></p><p>致伯克希尔哈撒韦公司股东：</p><p>我和我的长期搭档查理·芒格，我们的工作就是管理大量股东的储蓄，能获得大家长久以来的信任，且这种信任往往能贯穿一生中的大部分时间，我感到非常荣幸。当我在写这封信的时候，脑海中浮现的是那些专注的股东们。</p><p>一般来说，人们的普遍观念是，年轻时进行储蓄，希望以此维持退休后的生活水平。去世后，遗留的所有资产通常会留给家人，也可能是朋友或慈善机构。</p><p><strong>但我们的观点有所不同，我们认为，伯克希尔的股东基本上是“储蓄一次，储蓄一世”的类型。</strong>尽管这些人生活优渥，但他们最终会将大部分资产捐献给慈善机构。反过来，慈善机构又会用来改善许多与原始捐助者无关的人的生活，从而重新分配资金。有时，产生的结果是惊人的。</p><p><strong>一个人如何对待金钱，暴露了他是个怎样的人。</strong>查理和我很高兴地看到，伯克希尔产生的大量资金流向公众需求，以及我们的股东很少关注伯克希尔资产和帝国建设。</p><p>谁会不喜欢为我们这样的股东工作呢？<strong>01 我们所做的</strong></p><p>查理和我将股东在伯克希尔的储蓄分配成两种相关的所有权形式。首先，投资于我们的全资控股企业，通常购买公司100%的股权。伯克希尔在这些子公司进行资本配置，并挑选负责日常运营决策的首席执行官。当管理大型企业时，信任和规则都是缺一不可的。伯克希尔对前者的强调达到了不同寻常——以至于有人会说是极端的程度。失望是不可避免的，我们理解商业错误，但我们对个人不当行为的容忍度为零。</p><p>在我们的第二类所有权中，我们购买公开交易的股票，通过购买这些股票，我们被动地拥有部分业务。持有这些投资，我们在管理方面没有发言权。</p><p>我们在这两种所有权形式中的目标都是，<strong>对具有长期良好经济特征和值得信赖的管理者的企业进行有意义的投资。</strong>请特别注意，我们持有股票是基于我们对企业长期经营业绩的预期，而不是将其视为熟练买卖的工具。这一点很关键：查理和我不是选股高手，我们是选择商业模式的人。</p><p>这些年来，我犯了很多错误。因此，<strong>我们广泛的业务集合目前包括少数真正具有非凡经济效益的企业</strong>，许多企业具有非常好的经济特征，以及一群庞大的边缘企业。在这一过程中，我投资的其他企业已经消亡，它们的产品被公众抛弃。资本主义具有两面性：一方面制度造成了越来越多的失败者，但同时也带来了大量改进的商品和服务。熊彼特称这种现象为“创造性破坏”。</p><p>我们的公开交易部门的一个优势是，<strong>偶尔可以很容易地以极好的价格买到非常优秀的企业。</strong>重要的是要明白，股票会不时地以愚蠢的价格交易，无论是高还是低。“有效”市场只存在于教科书中。事实上，有市场的股票和债券令人困惑，它们的行为通常只有在回顾时才能理解。</p><p>被控股企业是另一种类型，有时它们的价格比合理价格高得离谱，但几乎永远不会以低价出售。除非受到胁迫，否则控股企业的所有者不会考虑以恐慌性估值出售。</p><p>在这一点上，我的成绩单是合适的：在伯克希尔58年的管理中，我的大部分资本配置决策都不过马马虎虎。此外，在某些情况下，我没走好的棋也靠着很大的运气得以挽救。（还记得我们在<a href=\"https://laohu8.com/S/AAL\">美国航空</a>和所罗门公司险些发生的灾难中逃生的故事吗？我当然记得。）</p><p>（译者注：美国航空USAir和所罗门公司是巴菲特投资史上两个著名的失败案例）</p><p>我们令人满意的结果是十几个真正睿智决定的产物——大约每五年一个——以及一个有时被遗忘的优势，它有利于像伯克希尔这样的长期投资者。让我们来窥探一下幕后的情况。<strong>秘密武器</strong></p><p>1994年8月——是的，1994年——伯克希尔完成了为期7年的收购，购买了我们现在拥有的4亿股<a href=\"https://laohu8.com/S/KO\">可口可乐</a>股票，总成本为13亿美元——这对伯克希尔来说是一笔非常大的数目。</p><p>1994年我们从可口可乐公司收到的现金股利为7500万美元，到2022年，股利增加到7.04亿美元。这样的增长每年都在发生，就像生日一样确定。我和查理所要做的就是兑现可口可乐的季度股利支票。我们预计这笔金额很可能会增加。</p><p><a href=\"https://laohu8.com/S/AXP\">美国运通</a>的情况大致相同。伯克希尔对美国运通的收购基本在1995年完成，巧合的是，也花费了13亿美元。从这项投资中获得的年度股利已从4100万美元增长到3.02亿美元。这笔金额似乎也很有可能增加。</p><p>这些股利收益虽然令人高兴，但远非壮观。但它们推动了股价的重要上涨<strong>。今年（2022年）底，我们对可口可乐的投资价值为250亿美元，而美国运通的投资价值为220亿美元。现在这两只股票约占伯克希尔净资产的5%，</strong>与很久以前的权重相当。</p><p>假设我在上世纪90年代犯了一个类似规模的投资错误，这笔投资在2022年仍然价值13亿美元(比如30年期高等级债券)。这笔令人失望的投资现在只占伯克希尔净资产的微不足道的0.3%，但仍将为我们带来大约8000万美元的年收入。</p><p>给投资者的教训：野草会在鲜花盛开的时候枯萎，这同样意义重大（The weeds wither away in significance as the flowers bloom.）。<strong>随着时间的推移，只需少数胜利就能创造奇迹。</strong>而且，是的，早点开始也有帮助，还能帮助你活到90多岁。<strong>过去一年的简报</strong></p><p>伯克希尔在2022年表现不错。<strong>公司调整后的<span>营业利润</span>（operating earnings）——我们使用公认会计原则（“GAAP”），不包括持有股票的资本利得——创下了308亿美元的历史新高。</strong>查理和我专注于这个实际数字，并建议你也这样做。不过，如果没有我们的调整，GAAP数据在每个报告日都会剧烈波动。请注意它在2022年的波动，这并不罕见：</p><p><strong>按季度甚至按年度查看GAAP利润具有100%的误导性。</strong>可以肯定的是，在过去几十年里，资本利得对伯克希尔来说非常重要，我们预计在未来几十年里，资本利得将显著增加。但是，媒体经常无意识地报道它们每个季度的波动，这完全误导了投资者。</p><p>伯克希尔去年的第二个积极进展是我们收购了由乔·布兰登(Joe Brandon)担任董事长的财产意外保险公司Alleghany Corporation。我过去曾与乔共事，他对伯克希尔和保险都很了解。Alleghany为我们带来了特殊的价值，因为伯克希尔无与伦比的财务实力使其保险子公司能够采用几乎所有竞争对手都无法遵循的、有价值且持久的投资策略。</p><p><strong>在Alleghany的帮助下，我们的保险浮存金在2022年从1470亿美元增加到1640亿美元。</strong>通过严格的承销，随着时间的推移，<strong>这些款项有相当大的机会实现零成本。</strong>自<strong>1967年收购第一家财产意外险公司以来，通过收购、运营和创新，伯克希尔的浮存金增长了8000倍。</strong>虽然在我们的财务报表中没有得到确认，但这笔浮存金对伯克希尔来说是一笔非凡的资产。新股东可以通过阅读A-2文件，看到我们每年更新的浮存金解释来了解其价值。</p><p>（译者注：保险浮存金指保户向保险公司交纳的保费。保户交纳的保费并非保险公司的资产，在财务报表中应列入“应付账款”中，属于公司的债务，当保户出险时，须支付给保户进行理赔。在巴菲特的投资中，伯克希尔的浮存金是其投资相当重要的“融资”来源。）</p></article></body></html>","source":"tencent","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>巴菲特致股东信：查理和我不是选股高手，我们是选择商业模式的人</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n巴菲特致股东信：查理和我不是选股高手，我们是选择商业模式的人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-25 22:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022522425284130e23&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>划重点1、我们认为，伯克希尔的股东基本上是“储蓄一次，储蓄一世”的类型。尽管这些人生活优渥，但他们最终会将大部分资产捐献给慈善机构。2、我们持有股票是基于我们对企业长期经营业绩的预期，而不是将其视为熟练买卖的工具。这一点很关键：查理和我不是选股高手，我们是选择商业模式的人。3、可以肯定的是，在过去几十年里，资本利得对伯克希尔来说非常重要，我们预计在未来几十年里，资本利得将显著增加。4、在伯克希尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022522425284130e23&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.A":"伯克希尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022522425284130e23&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2314636793","content_text":"划重点1、我们认为，伯克希尔的股东基本上是“储蓄一次，储蓄一世”的类型。尽管这些人生活优渥，但他们最终会将大部分资产捐献给慈善机构。2、我们持有股票是基于我们对企业长期经营业绩的预期，而不是将其视为熟练买卖的工具。这一点很关键：查理和我不是选股高手，我们是选择商业模式的人。3、可以肯定的是，在过去几十年里，资本利得对伯克希尔来说非常重要，我们预计在未来几十年里，资本利得将显著增加。4、在伯克希尔58年的管理中，我的大部分资本配置决策都不过马马虎虎。此外，在某些情况下，我没走好的棋也靠着很大的运气得以挽救。2月25日，巴菲特在伯克希尔-哈撒韦公司官网公布每年一度的致股东公开信。以下为巴菲特致股东信全文：致伯克希尔哈撒韦公司股东：我和我的长期搭档查理·芒格，我们的工作就是管理大量股东的储蓄，能获得大家长久以来的信任，且这种信任往往能贯穿一生中的大部分时间，我感到非常荣幸。当我在写这封信的时候，脑海中浮现的是那些专注的股东们。一般来说，人们的普遍观念是，年轻时进行储蓄，希望以此维持退休后的生活水平。去世后，遗留的所有资产通常会留给家人，也可能是朋友或慈善机构。但我们的观点有所不同，我们认为，伯克希尔的股东基本上是“储蓄一次，储蓄一世”的类型。尽管这些人生活优渥，但他们最终会将大部分资产捐献给慈善机构。反过来，慈善机构又会用来改善许多与原始捐助者无关的人的生活，从而重新分配资金。有时，产生的结果是惊人的。一个人如何对待金钱，暴露了他是个怎样的人。查理和我很高兴地看到，伯克希尔产生的大量资金流向公众需求，以及我们的股东很少关注伯克希尔资产和帝国建设。谁会不喜欢为我们这样的股东工作呢？01 我们所做的查理和我将股东在伯克希尔的储蓄分配成两种相关的所有权形式。首先，投资于我们的全资控股企业，通常购买公司100%的股权。伯克希尔在这些子公司进行资本配置，并挑选负责日常运营决策的首席执行官。当管理大型企业时，信任和规则都是缺一不可的。伯克希尔对前者的强调达到了不同寻常——以至于有人会说是极端的程度。失望是不可避免的，我们理解商业错误，但我们对个人不当行为的容忍度为零。在我们的第二类所有权中，我们购买公开交易的股票，通过购买这些股票，我们被动地拥有部分业务。持有这些投资，我们在管理方面没有发言权。我们在这两种所有权形式中的目标都是，对具有长期良好经济特征和值得信赖的管理者的企业进行有意义的投资。请特别注意，我们持有股票是基于我们对企业长期经营业绩的预期，而不是将其视为熟练买卖的工具。这一点很关键：查理和我不是选股高手，我们是选择商业模式的人。这些年来，我犯了很多错误。因此，我们广泛的业务集合目前包括少数真正具有非凡经济效益的企业，许多企业具有非常好的经济特征，以及一群庞大的边缘企业。在这一过程中，我投资的其他企业已经消亡，它们的产品被公众抛弃。资本主义具有两面性：一方面制度造成了越来越多的失败者，但同时也带来了大量改进的商品和服务。熊彼特称这种现象为“创造性破坏”。我们的公开交易部门的一个优势是，偶尔可以很容易地以极好的价格买到非常优秀的企业。重要的是要明白，股票会不时地以愚蠢的价格交易，无论是高还是低。“有效”市场只存在于教科书中。事实上，有市场的股票和债券令人困惑，它们的行为通常只有在回顾时才能理解。被控股企业是另一种类型，有时它们的价格比合理价格高得离谱，但几乎永远不会以低价出售。除非受到胁迫，否则控股企业的所有者不会考虑以恐慌性估值出售。在这一点上，我的成绩单是合适的：在伯克希尔58年的管理中，我的大部分资本配置决策都不过马马虎虎。此外，在某些情况下，我没走好的棋也靠着很大的运气得以挽救。（还记得我们在美国航空和所罗门公司险些发生的灾难中逃生的故事吗？我当然记得。）（译者注：美国航空USAir和所罗门公司是巴菲特投资史上两个著名的失败案例）我们令人满意的结果是十几个真正睿智决定的产物——大约每五年一个——以及一个有时被遗忘的优势，它有利于像伯克希尔这样的长期投资者。让我们来窥探一下幕后的情况。秘密武器1994年8月——是的，1994年——伯克希尔完成了为期7年的收购，购买了我们现在拥有的4亿股可口可乐股票，总成本为13亿美元——这对伯克希尔来说是一笔非常大的数目。1994年我们从可口可乐公司收到的现金股利为7500万美元，到2022年，股利增加到7.04亿美元。这样的增长每年都在发生，就像生日一样确定。我和查理所要做的就是兑现可口可乐的季度股利支票。我们预计这笔金额很可能会增加。美国运通的情况大致相同。伯克希尔对美国运通的收购基本在1995年完成，巧合的是，也花费了13亿美元。从这项投资中获得的年度股利已从4100万美元增长到3.02亿美元。这笔金额似乎也很有可能增加。这些股利收益虽然令人高兴，但远非壮观。但它们推动了股价的重要上涨。今年（2022年）底，我们对可口可乐的投资价值为250亿美元，而美国运通的投资价值为220亿美元。现在这两只股票约占伯克希尔净资产的5%，与很久以前的权重相当。假设我在上世纪90年代犯了一个类似规模的投资错误，这笔投资在2022年仍然价值13亿美元(比如30年期高等级债券)。这笔令人失望的投资现在只占伯克希尔净资产的微不足道的0.3%，但仍将为我们带来大约8000万美元的年收入。给投资者的教训：野草会在鲜花盛开的时候枯萎，这同样意义重大（The weeds wither away in significance as the flowers bloom.）。随着时间的推移，只需少数胜利就能创造奇迹。而且，是的，早点开始也有帮助，还能帮助你活到90多岁。过去一年的简报伯克希尔在2022年表现不错。公司调整后的营业利润（operating earnings）——我们使用公认会计原则（“GAAP”），不包括持有股票的资本利得——创下了308亿美元的历史新高。查理和我专注于这个实际数字，并建议你也这样做。不过，如果没有我们的调整，GAAP数据在每个报告日都会剧烈波动。请注意它在2022年的波动，这并不罕见：按季度甚至按年度查看GAAP利润具有100%的误导性。可以肯定的是，在过去几十年里，资本利得对伯克希尔来说非常重要，我们预计在未来几十年里，资本利得将显著增加。但是，媒体经常无意识地报道它们每个季度的波动，这完全误导了投资者。伯克希尔去年的第二个积极进展是我们收购了由乔·布兰登(Joe Brandon)担任董事长的财产意外保险公司Alleghany Corporation。我过去曾与乔共事，他对伯克希尔和保险都很了解。Alleghany为我们带来了特殊的价值，因为伯克希尔无与伦比的财务实力使其保险子公司能够采用几乎所有竞争对手都无法遵循的、有价值且持久的投资策略。在Alleghany的帮助下，我们的保险浮存金在2022年从1470亿美元增加到1640亿美元。通过严格的承销，随着时间的推移，这些款项有相当大的机会实现零成本。自1967年收购第一家财产意外险公司以来，通过收购、运营和创新，伯克希尔的浮存金增长了8000倍。虽然在我们的财务报表中没有得到确认，但这笔浮存金对伯克希尔来说是一笔非凡的资产。新股东可以通过阅读A-2文件，看到我们每年更新的浮存金解释来了解其价值。（译者注：保险浮存金指保户向保险公司交纳的保费。保户交纳的保费并非保险公司的资产，在财务报表中应列入“应付账款”中，属于公司的债务，当保户出险时，须支付给保户进行理赔。在巴菲特的投资中，伯克希尔的浮存金是其投资相当重要的“融资”来源。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667535167,"gmtCreate":1669001082659,"gmtModify":1669001084413,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"感恩戴德的屠杀原住民！","listText":"感恩戴德的屠杀原住民！","text":"感恩戴德的屠杀原住民！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667535167","repostId":"1132419702","repostType":2,"repost":{"id":"1132419702","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":1668984691,"share":"https://www.laohu8.com/m/news/1132419702?lang=&edition=full","pubTime":"2022-11-21 06:51","market":"us","language":"zh","title":"提醒：美股11月24日感恩节休市，11月25日提前三小时休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1132419702","media":"老虎资讯综合","summary":"11月24日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。11月25日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日","content":"<html><head></head><body><blockquote>11月24日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</blockquote><blockquote>11月25日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</blockquote><blockquote>港股、A股、英股、澳股、新加坡股市照常交易。</blockquote><p>尊敬的投资者：</p><p>感恩节即将到来，美国市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。<img src=\"https://static.tigerbbs.com/fc27979fa0bb0c55a160e76bbefcff3e\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>背景补充：</b></p><p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p><p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p><p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p><p>黑色星期五通常被看作是圣诞购物季节的开始。<img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>提醒：美股11月24日感恩节休市，11月25日提前三小时休市</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n提醒：美股11月24日感恩节休市，11月25日提前三小时休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2022-11-21 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>11月24日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。</blockquote><blockquote>11月25日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。</blockquote><blockquote>港股、A股、英股、澳股、新加坡股市照常交易。</blockquote><p>尊敬的投资者：</p><p>感恩节即将到来，美国市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。<img src=\"https://static.tigerbbs.com/fc27979fa0bb0c55a160e76bbefcff3e\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/><b>背景补充：</b></p><p>感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。</p><p>自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。</p><p>感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。</p><p>黑色星期五通常被看作是圣诞购物季节的开始。<img src=\"https://static.tigerbbs.com/af950d731994581f416aa413e17585d3\" tg-width=\"450\" tg-height=\"281\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/551f95b0b50ebf195d0b4714607568c6","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132419702","content_text":"11月24日（周四）是西方感恩节，美国包括美股在内的所有金融市场都休市1天。11月25日（周五）纽交所和纳斯达克将于当地时间下午1点（北京时间周六凌晨2点）提前收盘，交易时间为北京时间22:30-次日2:00，较常规收盘时间将提前3小时。港股、A股、英股、澳股、新加坡股市照常交易。尊敬的投资者：感恩节即将到来，美国市场的交易活动将受到影响。请留意股市休市时间，并提前安排好您的投资计划。背景补充：感恩节是美国和加拿大共有的节日，由美国首创，原意是为了感谢印第安人，后来人们常在这一天感谢他人。火鸡是感恩节的传统主菜。孩子们还模仿当年印第安人的模样穿上离奇古怪的服装，画上脸谱或戴上面具到街上唱歌、吹喇叭。自1941年起，感恩节被定为每年11月的第四个星期四。美国所有政府机构都将在感恩节这天休假，雇员正常发薪。纽交所与大部分金融市场及金融服务公司也在今天休假。感恩节之后的周五并非联邦法定节日，但除零售企业外的许多公司也在当天放假，学校也是如此。这天即通常俗称的“黑色星期五”，这种叫法出自当天由购物带来的庞大交通流量，也是由于商店的销售业绩使得他们可以在本财年剩余的日子中保持盈利。黑色星期五通常被看作是圣诞购物季节的开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667191643,"gmtCreate":1668607651083,"gmtModify":1668607743770,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"恶心的大空头","listText":"恶心的大空头","text":"恶心的大空头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667191643","repostId":"2283735922","repostType":2,"repost":{"id":"2283735922","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1668587551,"share":"https://www.laohu8.com/m/news/2283735922?lang=&edition=full","pubTime":"2022-11-16 16:32","market":"sh","language":"zh","title":"【券商聚焦】花旗：维持腾讯音乐(TME)目标价4.6美元 评级中性","url":"https://stock-news.laohu8.com/highlight/detail?id=2283735922","media":"凤凰网港股","summary":"花旗发表报告表示，腾讯音乐(TME)今年第三季业绩稳固，虽然收入同比下降5.6%，但优于该行及市场原预期各4.3%及4%，主要是线上音乐服务收入同比增18.8%至34.3亿美元，高于该行原预期8%。该行认为腾讯音乐季绩明显优于该行及市场预期，收入、利润率和利润都略高于该行和市场的预期，指得益于良好的成本控制，毛利率、营运毛利率和净利润率均出现按年和按季改善，表现令人鼓舞。","content":"<html><body><p>花旗发表报告表示，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>(TME)今年第三季业绩稳固，虽然收入同比下降5.6%，但优于该行及市场原预期各4.3%及4%，主要是线上音乐服务收入同比增18.8%至34.3亿美元，高于该行原预期8%。该行认为腾讯音乐季绩明显优于该行及市场预期，收入、利润率和利润都略高于该行和市场的预期，指得益于良好的成本控制，毛利率、营运毛利率和净利润率均出现按年和按季改善，表现令人鼓舞。</p></body></html>","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n【券商聚焦】花旗：维持腾讯音乐(TME)目标价4.6美元 评级中性\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-11-16 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>花旗发表报告表示，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>(TME)今年第三季业绩稳固，虽然收入同比下降5.6%，但优于该行及市场原预期各4.3%及4%，主要是线上音乐服务收入同比增18.8%至34.3亿美元，高于该行原预期8%。该行认为腾讯音乐季绩明显优于该行及市场预期，收入、利润率和利润都略高于该行和市场的预期，指得益于良好的成本控制，毛利率、营运毛利率和净利润率均出现按年和按季改善，表现令人鼓舞。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐","C":"花旗"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=0d022de045dfb1b3472ba16c8b2805f8","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283735922","content_text":"花旗发表报告表示，腾讯音乐(TME)今年第三季业绩稳固，虽然收入同比下降5.6%，但优于该行及市场原预期各4.3%及4%，主要是线上音乐服务收入同比增18.8%至34.3亿美元，高于该行原预期8%。该行认为腾讯音乐季绩明显优于该行及市场预期，收入、利润率和利润都略高于该行和市场的预期，指得益于良好的成本控制，毛利率、营运毛利率和净利润率均出现按年和按季改善，表现令人鼓舞。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664201981,"gmtCreate":1668043686443,"gmtModify":1668044692005,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"华尔街这群孙子真恶心","listText":"华尔街这群孙子真恶心","text":"华尔街这群孙子真恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664201981","repostId":"2281138349","repostType":2,"repost":{"id":"2281138349","kind":"news","pubTimestamp":1667921756,"share":"https://www.laohu8.com/m/news/2281138349?lang=&edition=full","pubTime":"2022-11-08 23:35","market":"sh","language":"zh","title":"高盛给予腾讯音乐沽售评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2281138349","media":"金融界网站","summary":"高盛发表报告，首次覆盖研究腾讯音乐，予其股份沽售评级，目标价17.1港元。 \n　　该行相信，腾讯音乐将维持其作为内地最大以音乐为核心线上娱乐平台的龙头地位，但与短片平台相比，对集团今年下半年销售复苏之路、用户时间花费及变现的份额损失等看法仍然审慎。\n　　高盛估计，集团今年至2025年线上音乐订阅收入的年均复合增长率为13%，社交娱乐收入料为下跌5%。至于期间总收入及非国际通用会计准则（non-GAAP）盈利的年均复合增长率预期分别为3%及7%。","content":"<html><body><div><p>　　<a href=\"https://laohu8.com/S/GS\">高盛</a>发表报告，首次覆盖研究<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>，予其股份沽售评级，目标价17.1港元。 </p>\n<p>　　该行相信，腾讯音乐将维持其作为内地最大以音乐为核心线上娱乐平台的龙头地位，但与短片平台相比，对集团今年下半年销售复苏之路、用户时间花费及变现的份额损失等看法仍然审慎。</p>\n<p>　　高盛估计，集团今年至2025年线上音乐订阅收入的年均复合增长率为13%，社交娱乐收入料为下跌5%。至于期间总收入及非国际通用会计准则（non-GAAP）盈利的年均复合增长率预期分别为3%及7%。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>高盛给予腾讯音乐沽售评级</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{ 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n高盛给予腾讯音乐沽售评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://usstock.jrj.com.cn/2022/11/08233537122204.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表报告，首次覆盖研究腾讯音乐，予其股份沽售评级，目标价17.1港元。 \n　　该行相信，腾讯音乐将维持其作为内地最大以音乐为核心线上娱乐平台的龙头地位，但与短片平台相比，对集团今年下半年销售复苏之路、用户时间花费及变现的份额损失等看法仍然审慎。\n　　高盛估计，集团今年至2025年线上音乐订阅收入的年均复合增长率为13%，社交娱乐收入料为下跌5%。至于期间总收入及非国际通用会计准则（non-...</p>\n\n<a href=\"http://usstock.jrj.com.cn/2022/11/08233537122204.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐"},"source_url":"http://usstock.jrj.com.cn/2022/11/08233537122204.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281138349","content_text":"高盛发表报告，首次覆盖研究腾讯音乐，予其股份沽售评级，目标价17.1港元。 \n　　该行相信，腾讯音乐将维持其作为内地最大以音乐为核心线上娱乐平台的龙头地位，但与短片平台相比，对集团今年下半年销售复苏之路、用户时间花费及变现的份额损失等看法仍然审慎。\n　　高盛估计，集团今年至2025年线上音乐订阅收入的年均复合增长率为13%，社交娱乐收入料为下跌5%。至于期间总收入及非国际通用会计准则（non-GAAP）盈利的年均复合增长率预期分别为3%及7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663468740,"gmtCreate":1663337247480,"gmtModify":1663337248691,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看看美股，看看癌股，都不想说什么了","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>看看美股，看看癌股，都不想说什么了","text":"$道琼斯(.DJI)$看看美股，看看癌股，都不想说什么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663468740","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688894368,"gmtCreate":1657553109158,"gmtModify":1704867577534,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"垃圾评级公司，吸血鬼","listText":"垃圾评级公司，吸血鬼","text":"垃圾评级公司，吸血鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688894368","repostId":"2249596296","repostType":2,"repost":{"id":"2249596296","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1657258728,"share":"https://www.laohu8.com/m/news/2249596296?lang=&edition=full","pubTime":"2022-07-08 13:38","market":"sh","language":"zh","title":"【券商聚焦】麦格理维持腾讯音乐娱乐(TME)“跑输大市”评级 仍对其增长前景持谨慎态度","url":"https://stock-news.laohu8.com/highlight/detail?id=2249596296","media":"凤凰网港股","summary":"麦格理发研报指，腾讯音乐娱乐的股价在过去一个月从低谷反弹超过20%，而标准普尔500指数为8%，因市场在周杰伦专辑发行之前提高了预期。但考虑到其用户使用时长下滑且缺乏内容独特性，该行对公司的增长前景持谨慎态度。预计2022年全年收入将同比下降10%。该行维持腾讯音乐娱乐“跑输大市”评级与3.60美元目标价。加上宏观经济疲软、内容趋于碎片化，该行认为腾讯音乐付费业务将继续减弱。","content":"<html><body><p>麦格理发研报指，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐(TME)的股价在过去一个月从低谷反弹超过20%，而标准普尔500指数为8%，因市场在周杰伦专辑发行之前提高了预期。但考虑到其用户使用时长下滑且缺乏内容独特性，该行对公司的增长前景持谨慎态度。预计重磅专辑发行带来的财务贡献有限（该行假设约占总收入的1%）。</p><p>该行认为，广告收入或将在2023年成为业绩关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>，但也可能以牺牲用户参与度和粘性为代价。预计2022年全年收入将同比下降10%。该行维持腾讯音乐娱乐“跑输大市”评级与3.60美元目标价。</p><p>此外，自2021年以来，音乐平台被要求放弃主要唱片公司的独家音乐发行权后，加大了对独立音乐人的推广力度。但由于商业价值较小，或是其付费订阅增长减速的主要原因。加上宏观经济疲软、内容趋于碎片化，该行认为腾讯音乐付费业务将继续减弱。该行将2022年二季度音乐付费订阅者的净增加预测从340万下调至290万，并将2023年的净增加值削减10%。同时，二季度社交娱乐部门的收入将同比下降24%，并在下半年再同比下降18%。&amp;nbsp;</p></body></html>","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>【券商聚焦】麦格理维持腾讯音乐娱乐(TME)“跑输大市”评级 仍对其增长前景持谨慎态度</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n【券商聚焦】麦格理维持腾讯音乐娱乐(TME)“跑输大市”评级 仍对其增长前景持谨慎态度\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2022-07-08 13:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>麦格理发研报指，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐(TME)的股价在过去一个月从低谷反弹超过20%，而标准普尔500指数为8%，因市场在周杰伦专辑发行之前提高了预期。但考虑到其用户使用时长下滑且缺乏内容独特性，该行对公司的增长前景持谨慎态度。预计重磅专辑发行带来的财务贡献有限（该行假设约占总收入的1%）。</p><p>该行认为，广告收入或将在2023年成为业绩关键<a href=\"https://laohu8.com/S/838275\">驱动力</a>，但也可能以牺牲用户参与度和粘性为代价。预计2022年全年收入将同比下降10%。该行维持腾讯音乐娱乐“跑输大市”评级与3.60美元目标价。</p><p>此外，自2021年以来，音乐平台被要求放弃主要唱片公司的独家音乐发行权后，加大了对独立音乐人的推广力度。但由于商业价值较小，或是其付费订阅增长减速的主要原因。加上宏观经济疲软、内容趋于碎片化，该行认为腾讯音乐付费业务将继续减弱。该行将2022年二季度音乐付费订阅者的净增加预测从340万下调至290万，并将2023年的净增加值削减10%。同时，二季度社交娱乐部门的收入将同比下降24%，并在下半年再同比下降18%。&amp;nbsp;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TME":"腾讯音乐"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=51ec32321580635e751385fdd10999a2","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249596296","content_text":"麦格理发研报指，腾讯音乐娱乐(TME)的股价在过去一个月从低谷反弹超过20%，而标准普尔500指数为8%，因市场在周杰伦专辑发行之前提高了预期。但考虑到其用户使用时长下滑且缺乏内容独特性，该行对公司的增长前景持谨慎态度。预计重磅专辑发行带来的财务贡献有限（该行假设约占总收入的1%）。该行认为，广告收入或将在2023年成为业绩关键驱动力，但也可能以牺牲用户参与度和粘性为代价。预计2022年全年收入将同比下降10%。该行维持腾讯音乐娱乐“跑输大市”评级与3.60美元目标价。此外，自2021年以来，音乐平台被要求放弃主要唱片公司的独家音乐发行权后，加大了对独立音乐人的推广力度。但由于商业价值较小，或是其付费订阅增长减速的主要原因。加上宏观经济疲软、内容趋于碎片化，该行认为腾讯音乐付费业务将继续减弱。该行将2022年二季度音乐付费订阅者的净增加预测从340万下调至290万，并将2023年的净增加值削减10%。同时，二季度社交娱乐部门的收入将同比下降24%，并在下半年再同比下降18%。&nbsp;","news_type":1},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688956782,"gmtCreate":1657296008349,"gmtModify":1704867163365,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"华尔街这群孙子真恶心，你怎么不评自己跑输大市","listText":"华尔街这群孙子真恶心，你怎么不评自己跑输大市","text":"华尔街这群孙子真恶心，你怎么不评自己跑输大市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688956782","repostId":"2249596296","repostType":2,"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689346193,"gmtCreate":1655391058617,"gmtModify":1704862211170,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"就是博傻","listText":"就是博傻","text":"就是博傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689346193","repostId":"1152937866","repostType":2,"repost":{"id":"1152937866","kind":"news","pubTimestamp":1655383439,"share":"https://www.laohu8.com/m/news/1152937866?lang=&edition=full","pubTime":"2022-06-16 20:43","market":"us","language":"zh","title":"比尔·盖茨：加密货币与NFT“不过是博傻骗局”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1152937866","media":"金十数据","summary":"相比之下，比尔·盖茨更青睐投资具有价值产出的资产。微软公司联合创始人比尔·盖茨表示，他认为加密货币和NFT是百分百基于“博傻理论”（greater fool theory）的骗局。“博傻理论”指的是“","content":"<html><head></head><body><blockquote>相比之下，比尔·盖茨更青睐投资具有价值产出的资产。</blockquote><p>微软公司联合创始人比尔·盖茨表示，他认为加密货币和NFT是百分百基于“博傻理论”（greater fool theory）的骗局。</p><p>“博傻理论”指的是“因为有足够多的人愿意支付高价，被高估的资产将继续上涨”的理念。现年66岁的前世界首富比尔·盖茨开玩笑说：</p><blockquote>“显然，昂贵的猴子数字图像将引发世界巨变。”</blockquote><p><i>注：“昂贵的猴子数字头像”指无聊猿NFT（BAYC），该NFT建立在以太坊（ETH）区块链上，其当前价格为91781美元（76ETH）/NFT。</i></p><p>多年来，比尔·盖茨一直不遗余力地抨击加密货币。6月14日，在加州州伯克利举行TechCrunch活动上，比尔·盖茨指出，人们购买加密货币和NFT的想法是：无论其现价如何，它都可以再次卖出更高价，因为“总有人情愿比我花更多钱接盘”。</p><p>比尔·盖茨说，他从未涉足过币圈，无论是长期还是短期。其他全球知名的投资者和公司高管，包括“股神”巴菲特和杰米·戴蒙（<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>CEO），也均对加密货币持怀疑态度。巴菲特曾在2018年将比特币比作“老鼠药的平方（rat poison squared）。</p><p>NFT，全称非同质化代币（Non-Fungible Tokens）是购买艺术品、数字音乐和运动鞋等区块链商品的数字凭证。在人气飙升之后，最近，对NFT的需求似乎陷入停滞。而美联储激进加息的行动粉碎了整个金融市场的高风险押注，作为最具投机性的产品之一，NFT在劫难逃。</p><p>在谈及NFT时，盖茨似乎单单拎出了无聊猿NFT系列中的猴子NFT。</p><p>比尔·盖茨说，他更喜欢具体的资产，比如有产出的农场，或生产产品的公司。</p><p>在比尔·盖茨发表上述言论之际，随着全球市场巨震，比特币和其他加密货币大幅下跌，抹去了新冠疫情以来的大部分涨幅。</p><p>6月15日，比特币的价格险些跌破20000美元。自2021年11月创下历史新高以来，比特币的价格已经下跌了三分之二以上。币圈正值13年历史上第四次大抛售。</p><p>因加密货币投资热潮的声名鹊起的加密货币公司也纷纷受挫。加密货币交易所Coinbase Global Inc.宣布其将裁员仅20%；6月12日晚间，全球最大的加密货币贷方之一Celsius Network LLC告诉用户称，由于极端的市场条件，该公司正在暂停账户之间的所有提款、掉期和转账。Celsius还聘请了一家律师事务所来研究其重组方案。</p></body></html>","source":"jssj","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>比尔·盖茨：加密货币与NFT“不过是博傻骗局”！</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5f084842fb3799c40f34178d55cdc2f","relate_stocks":{"EZBC":"Franklin Bitcoin ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BITB":"Bitwise Bitcoin ETF","BK4566":"资本集团","SPY":"标普500ETF","BRK.A":"伯克希尔","ARKB":"ARK 21Shares Bitcoin ETF","IBIT":"iShares Bitcoin Trust","BRK.B":"伯克希尔B",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4526":"热门中概股","DEFI":"Hashdex Bitcoin ETF",".IXIC":"NASDAQ Composite","BK4207":"综合性银行","CAN":"嘉楠科技","FBTC":"Fidelity Wise Origin Bitcoin Fund","BK4581":"高盛持仓","BK4504":"桥水持仓","EBON":"亿邦国际","BK4170":"电脑硬件、储存设备及电脑周边","BRRR":"Valkyrie Bitcoin Fund","BK4176":"多领域控股","HODL":"VanEck Bitcoin Trust ETF","GBTC":"Grayscale Bitcoin Trust","BTCO":"Invesco Galaxy Bitcoin ETF","BTCW":"WisdomTree Bitcoin Fund","JPM":"摩根大通","BK4534":"瑞士信贷持仓"},"source_url":"https://xnews.jin10.com/details/95658","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152937866","content_text":"相比之下，比尔·盖茨更青睐投资具有价值产出的资产。微软公司联合创始人比尔·盖茨表示，他认为加密货币和NFT是百分百基于“博傻理论”（greater fool theory）的骗局。“博傻理论”指的是“因为有足够多的人愿意支付高价，被高估的资产将继续上涨”的理念。现年66岁的前世界首富比尔·盖茨开玩笑说：“显然，昂贵的猴子数字图像将引发世界巨变。”注：“昂贵的猴子数字头像”指无聊猿NFT（BAYC），该NFT建立在以太坊（ETH）区块链上，其当前价格为91781美元（76ETH）/NFT。多年来，比尔·盖茨一直不遗余力地抨击加密货币。6月14日，在加州州伯克利举行TechCrunch活动上，比尔·盖茨指出，人们购买加密货币和NFT的想法是：无论其现价如何，它都可以再次卖出更高价，因为“总有人情愿比我花更多钱接盘”。比尔·盖茨说，他从未涉足过币圈，无论是长期还是短期。其他全球知名的投资者和公司高管，包括“股神”巴菲特和杰米·戴蒙（摩根大通CEO），也均对加密货币持怀疑态度。巴菲特曾在2018年将比特币比作“老鼠药的平方（rat poison squared）。NFT，全称非同质化代币（Non-Fungible Tokens）是购买艺术品、数字音乐和运动鞋等区块链商品的数字凭证。在人气飙升之后，最近，对NFT的需求似乎陷入停滞。而美联储激进加息的行动粉碎了整个金融市场的高风险押注，作为最具投机性的产品之一，NFT在劫难逃。在谈及NFT时，盖茨似乎单单拎出了无聊猿NFT系列中的猴子NFT。比尔·盖茨说，他更喜欢具体的资产，比如有产出的农场，或生产产品的公司。在比尔·盖茨发表上述言论之际，随着全球市场巨震，比特币和其他加密货币大幅下跌，抹去了新冠疫情以来的大部分涨幅。6月15日，比特币的价格险些跌破20000美元。自2021年11月创下历史新高以来，比特币的价格已经下跌了三分之二以上。币圈正值13年历史上第四次大抛售。因加密货币投资热潮的声名鹊起的加密货币公司也纷纷受挫。加密货币交易所Coinbase Global Inc.宣布其将裁员仅20%；6月12日晚间，全球最大的加密货币贷方之一Celsius Network LLC告诉用户称，由于极端的市场条件，该公司正在暂停账户之间的所有提款、掉期和转账。Celsius还聘请了一家律师事务所来研究其重组方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637861649,"gmtCreate":1648010697618,"gmtModify":1648010697618,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"要退市吗？","listText":"要退市吗？","text":"要退市吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637861649","repostId":"2220723860","repostType":2,"repost":{"id":"2220723860","kind":"highlight","weMediaInfo":{"introduction":"专注于中资美元债资讯报道和数据分析","home_visible":1,"media_name":"久其财经","id":"1027932767","head_image":"https://static.tigerbbs.com/3d1b06f7eaa5f6ac772e22a4b2a8815a"},"pubTimestamp":1647566448,"share":"https://www.laohu8.com/m/news/2220723860?lang=&edition=full","pubTime":"2022-03-18 09:20","market":"us","language":"zh","title":"世纪阳光(00509.HK)：重新排期至4月25日进行聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2220723860","media":"久其财经","summary":"久期财经讯，3月17日，世纪阳光集团控股有限公司(Century Sunshine Group Holdings. Limited，简称“世纪阳光”，00509.HK)发布债务重组计划更新公告。本公司谨此公布，大法院已将呈请聆讯重新排期至2022年4月25日(星期一)早上9时正进行聆讯。","content":"<html><body><p>久期财经讯，3月17日，<a href=\"https://laohu8.com/S/00509\">世纪阳光</a>集团控股有限公司(Century Sunshine Group Holdings \r\nLimited，简称“世纪阳光”，00509.HK)发布债务重组计划更新公告。</p><p>详情如下：</p><p>兹提述世纪阳光集团控股有限公司(临时清盘中)(仅作重组用途)(「本公司」，连同其附属公司，「本集团」)日期为2020年7月3日、2020年7月8日、2020年7月9日、2020年7月15日、2020年8月11日、2020年8月24日、2020年8月31日、2020年10月8日、2020年10月16日、2021年4月20日、2021年10月19日及2022年1月18日之公布(「该等公布」)，内容有关(其中包括)以债务重组为目的而提交之清盘呈请(「呈请」)及委任「非强制」共同临时清盘人之申请。除非另有界定，否则本公布所用词汇与该等公布所界定者具有相同涵义。</p><p>本公司谨此公布，大法院已将呈请聆讯重新排期至2022年4月25日(星期一)早上9时正(开曼群岛时间)进行聆讯。</p><p>本公司将适时另作公布，以知会本公司股东及潜在投资者最新发展。</p></body></html>","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>世纪阳光(00509.HK)：重新排期至4月25日进行聆讯</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n世纪阳光(00509.HK)：重新排期至4月25日进行聆讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1027932767\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/3d1b06f7eaa5f6ac772e22a4b2a8815a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">久其财经 </p>\n<p class=\"h-time\">2022-03-18 09:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>久期财经讯，3月17日，<a href=\"https://laohu8.com/S/00509\">世纪阳光</a>集团控股有限公司(Century Sunshine Group Holdings \r\nLimited，简称“世纪阳光”，00509.HK)发布债务重组计划更新公告。</p><p>详情如下：</p><p>兹提述世纪阳光集团控股有限公司(临时清盘中)(仅作重组用途)(「本公司」，连同其附属公司，「本集团」)日期为2020年7月3日、2020年7月8日、2020年7月9日、2020年7月15日、2020年8月11日、2020年8月24日、2020年8月31日、2020年10月8日、2020年10月16日、2021年4月20日、2021年10月19日及2022年1月18日之公布(「该等公布」)，内容有关(其中包括)以债务重组为目的而提交之清盘呈请(「呈请」)及委任「非强制」共同临时清盘人之申请。除非另有界定，否则本公布所用词汇与该等公布所界定者具有相同涵义。</p><p>本公司谨此公布，大法院已将呈请聆讯重新排期至2022年4月25日(星期一)早上9时正(开曼群岛时间)进行聆讯。</p><p>本公司将适时另作公布，以知会本公司股东及潜在投资者最新发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1113":"化肥与农用药剂","BK1543":"农业股票概念","00509":"世纪阳光"},"source_url":"https://api.97caijing.com/outarticle/list_v3.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220723860","content_text":"久期财经讯，3月17日，世纪阳光集团控股有限公司(Century Sunshine Group Holdings \r\nLimited，简称“世纪阳光”，00509.HK)发布债务重组计划更新公告。详情如下：兹提述世纪阳光集团控股有限公司(临时清盘中)(仅作重组用途)(「本公司」，连同其附属公司，「本集团」)日期为2020年7月3日、2020年7月8日、2020年7月9日、2020年7月15日、2020年8月11日、2020年8月24日、2020年8月31日、2020年10月8日、2020年10月16日、2021年4月20日、2021年10月19日及2022年1月18日之公布(「该等公布」)，内容有关(其中包括)以债务重组为目的而提交之清盘呈请(「呈请」)及委任「非强制」共同临时清盘人之申请。除非另有界定，否则本公布所用词汇与该等公布所界定者具有相同涵义。本公司谨此公布，大法院已将呈请聆讯重新排期至2022年4月25日(星期一)早上9时正(开曼群岛时间)进行聆讯。本公司将适时另作公布，以知会本公司股东及潜在投资者最新发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632869172,"gmtCreate":1646356658706,"gmtModify":1646356658706,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519508048768513","idStr":"3519508048768513"},"themes":[],"htmlText":"一唱一和收割全世界而已","listText":"一唱一和收割全世界而已","text":"一唱一和收割全世界而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632869172","repostId":"2216431820","repostType":2,"repost":{"id":"2216431820","kind":"news","pubTimestamp":1646343790,"share":"https://www.laohu8.com/m/news/2216431820?lang=&edition=full","pubTime":"2022-03-04 05:43","market":"sh","language":"zh","title":"外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道","url":"https://stock-news.laohu8.com/highlight/detail?id=2216431820","media":"市场资讯","summary":"大宗商品指数料创下1960年以来最大周涨幅大宗商品料将创下自1960年以来的最大单周涨幅。铝价创下纪录新高，锌价突破4，000美元，小麦反弹至2008年以来最高水平。截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事</b></blockquote><blockquote><b>2、大宗商品指数料创下1960年以来最大周涨幅</b></blockquote><blockquote><b>3、美国2月服务业指数跌至一年低点 订单指数疲软</b></blockquote><blockquote><b>4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一</b></blockquote><blockquote><b>5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异</b></blockquote><blockquote><b>6、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为巴菲特的新“<a href=\"https://laohu8.com/S/KO\">可口可乐</a>” 六年助其大赚逾千亿美元</b></blockquote><p><img src=\"https://static.tigerbbs.com/57c372ce5145e8f5bb6fbc78a638714d\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事</b></p><p>美联储主席杰罗姆·鲍威尔再次确认美联储有望从本月开始一系列加息，以遏制数十年来最严重的通胀，不过俄乌局势意味着美联储将“谨慎”行事。</p><p>“我会在3月会议上建议并支持加息25个基点，”他于周四在参议院银行业委员会听证会上表示。他补充说，如果通胀不下降，就准备在一次或多次会议上“以比这更大的幅度加息”，今年还将收缩资产负债表。</p><p>“我确实认为，继续按我们在俄乌冲突前的想法行事是合适的，那就是在3月会议上加息，并在年内继续上调，”他说道。“在眼下这个非常敏感的时刻，我认为合适做法是谨慎实施政策，因为情况太不确定，我们不想加剧不确定性。”</p><p>鲍威尔在周四听证会上表示，美联储将于本月确定资产负债表收缩速度，设定上限以平滑整个过程，并确保过程可预测，不造成动荡或干扰市场功能的发挥。</p><p>鲍威尔称，俄罗斯在乌克兰开展军事行动带来了通胀和经济双重风险。他还指出，天然气价格上涨通常也会影响家庭预算。</p><p>“我们在决策时需要保持警惕和灵活，”鲍威尔对参议员们表示。他指出，能源价格飙升可能会对通胀产生溢出效应，如果事实证明这种转变是持久的，就可能从“边际上”给长期通胀预期造成上行压力。美联储希望阻止预期上升，尤其是在价格压力已经高企之际。</p><p><img src=\"https://static.tigerbbs.com/ba4a3cf0e7c337de40736fbb60d71430\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品指数料创下1960年以来最大周涨幅</b></p><p>大宗商品料将创下自1960年以来的最大单周涨幅。</p><p>彭博原材料指数迈向至少1960年以来的最大单周上涨，银行，进口商和船运公司对俄罗斯出口的大宗商品避之不及。布伦特原油周四盘中飙升至每桶120美元附近，此后回吐部分涨幅。铝价创下纪录新高， 锌价突破4，000美元，小麦反弹至2008年以来最高水平。</p><p>欧亚集团分析师Henning Gloystein表示，“我们从未见过这么多大宗商品的价格一起出现如此大幅、突然的上涨，预计在局势明显降级之前，制裁和供应链中断将导致商品价格继续高涨或保持在创纪录高位”。</p><p>截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。</p><p><img src=\"https://static.tigerbbs.com/f5e1e22b72db8c2f6ea7de9e7ef1e03c\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p><b>美国2月服务业指数跌至一年低点 订单指数疲软</b></p><p>美国2月衡量服务业增长状况的指数回落至一年低点，因订单随商业活动放缓。</p><p>周四数据显示，供应管理学会（ISM）服务业采购经理指数（PMI）下降3.4个点至56.5，甚至低于媒体调查的经济学家最悲观的预测。指数高于50表明活动增长。</p><p>新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。此外就业指数萎缩。</p><p>“受访者继续受到供应链扰动、产能制约、通胀、物流挑战和劳动力短缺的影响，”ISM服务业调查委员会主席Anthony Nieves在声明中表示。“这些状况影响了成员企业满足需求的能力，导致商业活动和经济增长降温。”</p><p>整体ISM指数已经连续三个月下降，比11月创下的峰值下降近12点。</p><p>服务业就业指数下降近4个点至48.5，为2020年8月以来最低水平，这可能表明疫情带来持续的负面影响，企业招聘和留住员工面临困难。</p><p><img src=\"https://static.tigerbbs.com/f27280fbb8ed9bf43baaa9de2d948603\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p><b>国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一</b></p><p>根据国际能源署（IEA）的一份新报告，欧盟可以通过增加从其他来源的进口、加速推进可再生能源和提高能源效率等综合方式，将俄罗斯天然气的进口量减少三分之一。</p><p>根据周四公布的计划，IEA表示，逐步淘汰俄罗斯天然气的努力仍然可以与欧盟的绿色雄心兼容并进。这些措施包括避免与俄罗斯签订任何新的天然气合约，增加核能发电，用热泵取代燃气锅炉。</p><p>“没有人再有任何幻想了，”IEA执行董事Fatih Birol说。“俄罗斯将天然气资源作为经济和政治武器，这表示欧洲需要迅速采取行动，为明年冬天俄罗斯天然气供应面临相当大的不确定性做好准备。”</p><p><img src=\"https://static.tigerbbs.com/1ebec4883fe20c77ad16bd83835c4f29\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p><b>挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异</b></p><p>挪威1.3万亿美元的主权财富基金持有的俄罗斯股票，其价值今年迄今已下跌约91%，剩余价值能否收回也存在不确定性。</p><p>“我认为这些股票可以卖，但问题是能不能拿得到钱。”首席执行官Nicolai Tangen说。当被问及这是否等同于将这些股票送人时，他说现在实际上基本就是如此。</p><p>挪威决定将俄罗斯资产从该基金中剔除，作为该国对俄罗斯的制裁之一，并要求<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>在3月15日之前就如何撤出这些投资提出计划。总部位于奥斯陆的挪威主权基金是全球最大的上市公司投资者，投资组合中拥有超过9000只股票。</p><p>根据目前的估计，该基金在俄罗斯股权上的损失可能略低于28亿美元，目前认为这些股权价值约为25亿克朗（约2.8亿美元），低于去年年底的270亿克朗。Tangen周四对记者表示，这些部位的当前估值“非常不确定”。</p><p>根据周三在网站上公布的文件，挪威财富基金2021年底最大的俄罗斯持股是俄罗斯天然气工业公司，当时价值约9.32亿美元，相当于该公司的0.86%。该基金截至12月底共投资了51家俄罗斯公司。</p><p><img src=\"https://static.tigerbbs.com/ef43329e6388f571b746a96e413454c6\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>沃伦-巴菲特 （Warren Buffett） 最近从他对苹果公司的巨额押注中获得了成功，这促使人们将其与该传奇人物有史以来最伟大的投资——可口可乐进行比较。</p><p>巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司（Berkshire Hathaway）从2016年开始购买苹果股票，到2018年中期积累了该iPhone制造商5%的所有权，价值360亿美元。随着这家科技巨头的股价飞涨，巴菲特该笔押注的价值已飙升至超过1600亿美元，在短短六年内，账面回报就超过了1000亿美元。</p><p>这笔利润丰厚的投资让一些巴菲特观察家们想起了可口可乐，这是巴菲特历史最悠久、时间最长的持股。自1988年巴菲特开始买入以来，这家消费巨头的股票已经飙升了2000%以上，其目前仍然是伯克希尔的第四大重仓股。</p><p>“巴菲特在苹果公司身上迎来了他的‘可口可乐时刻’，”Smead Capital Management首席投资官、伯克希尔股东Bill Smead称。 “在巴菲特持有这两家公司的前五到七年，它们都大幅升值了。”</p></body></html>","source":"sina_symbol","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>外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道 </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; 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*/\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事2、大宗商品指数料创下1960年以来最大周涨幅3、美国2月服务业指数跌至一年低点 订单指数疲软4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异6、苹果成为巴菲特的新“可口可乐” 六年助其大赚逾千亿美元鲍威尔重申美联储有望...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57c372ce5145e8f5bb6fbc78a638714d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216431820","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事2、大宗商品指数料创下1960年以来最大周涨幅3、美国2月服务业指数跌至一年低点 订单指数疲软4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异6、苹果成为巴菲特的新“可口可乐” 六年助其大赚逾千亿美元鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事美联储主席杰罗姆·鲍威尔再次确认美联储有望从本月开始一系列加息，以遏制数十年来最严重的通胀，不过俄乌局势意味着美联储将“谨慎”行事。“我会在3月会议上建议并支持加息25个基点，”他于周四在参议院银行业委员会听证会上表示。他补充说，如果通胀不下降，就准备在一次或多次会议上“以比这更大的幅度加息”，今年还将收缩资产负债表。“我确实认为，继续按我们在俄乌冲突前的想法行事是合适的，那就是在3月会议上加息，并在年内继续上调，”他说道。“在眼下这个非常敏感的时刻，我认为合适做法是谨慎实施政策，因为情况太不确定，我们不想加剧不确定性。”鲍威尔在周四听证会上表示，美联储将于本月确定资产负债表收缩速度，设定上限以平滑整个过程，并确保过程可预测，不造成动荡或干扰市场功能的发挥。鲍威尔称，俄罗斯在乌克兰开展军事行动带来了通胀和经济双重风险。他还指出，天然气价格上涨通常也会影响家庭预算。“我们在决策时需要保持警惕和灵活，”鲍威尔对参议员们表示。他指出，能源价格飙升可能会对通胀产生溢出效应，如果事实证明这种转变是持久的，就可能从“边际上”给长期通胀预期造成上行压力。美联储希望阻止预期上升，尤其是在价格压力已经高企之际。大宗商品指数料创下1960年以来最大周涨幅大宗商品料将创下自1960年以来的最大单周涨幅。彭博原材料指数迈向至少1960年以来的最大单周上涨，银行，进口商和船运公司对俄罗斯出口的大宗商品避之不及。布伦特原油周四盘中飙升至每桶120美元附近，此后回吐部分涨幅。铝价创下纪录新高， 锌价突破4，000美元，小麦反弹至2008年以来最高水平。欧亚集团分析师Henning Gloystein表示，“我们从未见过这么多大宗商品的价格一起出现如此大幅、突然的上涨，预计在局势明显降级之前，制裁和供应链中断将导致商品价格继续高涨或保持在创纪录高位”。截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。美国2月服务业指数跌至一年低点 订单指数疲软美国2月衡量服务业增长状况的指数回落至一年低点，因订单随商业活动放缓。周四数据显示，供应管理学会（ISM）服务业采购经理指数（PMI）下降3.4个点至56.5，甚至低于媒体调查的经济学家最悲观的预测。指数高于50表明活动增长。新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。此外就业指数萎缩。“受访者继续受到供应链扰动、产能制约、通胀、物流挑战和劳动力短缺的影响，”ISM服务业调查委员会主席Anthony Nieves在声明中表示。“这些状况影响了成员企业满足需求的能力，导致商业活动和经济增长降温。”整体ISM指数已经连续三个月下降，比11月创下的峰值下降近12点。服务业就业指数下降近4个点至48.5，为2020年8月以来最低水平，这可能表明疫情带来持续的负面影响，企业招聘和留住员工面临困难。国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一根据国际能源署（IEA）的一份新报告，欧盟可以通过增加从其他来源的进口、加速推进可再生能源和提高能源效率等综合方式，将俄罗斯天然气的进口量减少三分之一。根据周四公布的计划，IEA表示，逐步淘汰俄罗斯天然气的努力仍然可以与欧盟的绿色雄心兼容并进。这些措施包括避免与俄罗斯签订任何新的天然气合约，增加核能发电，用热泵取代燃气锅炉。“没有人再有任何幻想了，”IEA执行董事Fatih Birol说。“俄罗斯将天然气资源作为经济和政治武器，这表示欧洲需要迅速采取行动，为明年冬天俄罗斯天然气供应面临相当大的不确定性做好准备。”挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异挪威1.3万亿美元的主权财富基金持有的俄罗斯股票，其价值今年迄今已下跌约91%，剩余价值能否收回也存在不确定性。“我认为这些股票可以卖，但问题是能不能拿得到钱。”首席执行官Nicolai Tangen说。当被问及这是否等同于将这些股票送人时，他说现在实际上基本就是如此。挪威决定将俄罗斯资产从该基金中剔除，作为该国对俄罗斯的制裁之一，并要求中央银行在3月15日之前就如何撤出这些投资提出计划。总部位于奥斯陆的挪威主权基金是全球最大的上市公司投资者，投资组合中拥有超过9000只股票。根据目前的估计，该基金在俄罗斯股权上的损失可能略低于28亿美元，目前认为这些股权价值约为25亿克朗（约2.8亿美元），低于去年年底的270亿克朗。Tangen周四对记者表示，这些部位的当前估值“非常不确定”。根据周三在网站上公布的文件，挪威财富基金2021年底最大的俄罗斯持股是俄罗斯天然气工业公司，当时价值约9.32亿美元，相当于该公司的0.86%。该基金截至12月底共投资了51家俄罗斯公司。沃伦-巴菲特 （Warren Buffett） 最近从他对苹果公司的巨额押注中获得了成功，这促使人们将其与该传奇人物有史以来最伟大的投资——可口可乐进行比较。巴菲特旗下伯克希尔哈撒韦公司（Berkshire Hathaway）从2016年开始购买苹果股票，到2018年中期积累了该iPhone制造商5%的所有权，价值360亿美元。随着这家科技巨头的股价飞涨，巴菲特该笔押注的价值已飙升至超过1600亿美元，在短短六年内，账面回报就超过了1000亿美元。这笔利润丰厚的投资让一些巴菲特观察家们想起了可口可乐，这是巴菲特历史最悠久、时间最长的持股。自1988年巴菲特开始买入以来，这家消费巨头的股票已经飙升了2000%以上，其目前仍然是伯克希尔的第四大重仓股。“巴菲特在苹果公司身上迎来了他的‘可口可乐时刻’，”Smead Capital Management首席投资官、伯克希尔股东Bill Smead称。 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05:43","market":"sh","language":"zh","title":"外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道","url":"https://stock-news.laohu8.com/highlight/detail?id=2216431820","media":"市场资讯","summary":"大宗商品指数料创下1960年以来最大周涨幅大宗商品料将创下自1960年以来的最大单周涨幅。铝价创下纪录新高，锌价突破4，000美元，小麦反弹至2008年以来最高水平。截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。","content":"<html><head></head><body><p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p><blockquote><b>1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事</b></blockquote><blockquote><b>2、大宗商品指数料创下1960年以来最大周涨幅</b></blockquote><blockquote><b>3、美国2月服务业指数跌至一年低点 订单指数疲软</b></blockquote><blockquote><b>4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一</b></blockquote><blockquote><b>5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异</b></blockquote><blockquote><b>6、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成为巴菲特的新“<a href=\"https://laohu8.com/S/KO\">可口可乐</a>” 六年助其大赚逾千亿美元</b></blockquote><p><img src=\"https://static.tigerbbs.com/57c372ce5145e8f5bb6fbc78a638714d\" tg-width=\"720\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/></p><p><b>鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事</b></p><p>美联储主席杰罗姆·鲍威尔再次确认美联储有望从本月开始一系列加息，以遏制数十年来最严重的通胀，不过俄乌局势意味着美联储将“谨慎”行事。</p><p>“我会在3月会议上建议并支持加息25个基点，”他于周四在参议院银行业委员会听证会上表示。他补充说，如果通胀不下降，就准备在一次或多次会议上“以比这更大的幅度加息”，今年还将收缩资产负债表。</p><p>“我确实认为，继续按我们在俄乌冲突前的想法行事是合适的，那就是在3月会议上加息，并在年内继续上调，”他说道。“在眼下这个非常敏感的时刻，我认为合适做法是谨慎实施政策，因为情况太不确定，我们不想加剧不确定性。”</p><p>鲍威尔在周四听证会上表示，美联储将于本月确定资产负债表收缩速度，设定上限以平滑整个过程，并确保过程可预测，不造成动荡或干扰市场功能的发挥。</p><p>鲍威尔称，俄罗斯在乌克兰开展军事行动带来了通胀和经济双重风险。他还指出，天然气价格上涨通常也会影响家庭预算。</p><p>“我们在决策时需要保持警惕和灵活，”鲍威尔对参议员们表示。他指出，能源价格飙升可能会对通胀产生溢出效应，如果事实证明这种转变是持久的，就可能从“边际上”给长期通胀预期造成上行压力。美联储希望阻止预期上升，尤其是在价格压力已经高企之际。</p><p><img src=\"https://static.tigerbbs.com/ba4a3cf0e7c337de40736fbb60d71430\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p><b>大宗商品指数料创下1960年以来最大周涨幅</b></p><p>大宗商品料将创下自1960年以来的最大单周涨幅。</p><p>彭博原材料指数迈向至少1960年以来的最大单周上涨，银行，进口商和船运公司对俄罗斯出口的大宗商品避之不及。布伦特原油周四盘中飙升至每桶120美元附近，此后回吐部分涨幅。铝价创下纪录新高， 锌价突破4，000美元，小麦反弹至2008年以来最高水平。</p><p>欧亚集团分析师Henning Gloystein表示，“我们从未见过这么多大宗商品的价格一起出现如此大幅、突然的上涨，预计在局势明显降级之前，制裁和供应链中断将导致商品价格继续高涨或保持在创纪录高位”。</p><p>截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。</p><p><img src=\"https://static.tigerbbs.com/f5e1e22b72db8c2f6ea7de9e7ef1e03c\" tg-width=\"720\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p><b>美国2月服务业指数跌至一年低点 订单指数疲软</b></p><p>美国2月衡量服务业增长状况的指数回落至一年低点，因订单随商业活动放缓。</p><p>周四数据显示，供应管理学会（ISM）服务业采购经理指数（PMI）下降3.4个点至56.5，甚至低于媒体调查的经济学家最悲观的预测。指数高于50表明活动增长。</p><p>新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。此外就业指数萎缩。</p><p>“受访者继续受到供应链扰动、产能制约、通胀、物流挑战和劳动力短缺的影响，”ISM服务业调查委员会主席Anthony Nieves在声明中表示。“这些状况影响了成员企业满足需求的能力，导致商业活动和经济增长降温。”</p><p>整体ISM指数已经连续三个月下降，比11月创下的峰值下降近12点。</p><p>服务业就业指数下降近4个点至48.5，为2020年8月以来最低水平，这可能表明疫情带来持续的负面影响，企业招聘和留住员工面临困难。</p><p><img src=\"https://static.tigerbbs.com/f27280fbb8ed9bf43baaa9de2d948603\" tg-width=\"720\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p><b>国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一</b></p><p>根据国际能源署（IEA）的一份新报告，欧盟可以通过增加从其他来源的进口、加速推进可再生能源和提高能源效率等综合方式，将俄罗斯天然气的进口量减少三分之一。</p><p>根据周四公布的计划，IEA表示，逐步淘汰俄罗斯天然气的努力仍然可以与欧盟的绿色雄心兼容并进。这些措施包括避免与俄罗斯签订任何新的天然气合约，增加核能发电，用热泵取代燃气锅炉。</p><p>“没有人再有任何幻想了，”IEA执行董事Fatih Birol说。“俄罗斯将天然气资源作为经济和政治武器，这表示欧洲需要迅速采取行动，为明年冬天俄罗斯天然气供应面临相当大的不确定性做好准备。”</p><p><img src=\"https://static.tigerbbs.com/1ebec4883fe20c77ad16bd83835c4f29\" tg-width=\"720\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p><p><b>挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异</b></p><p>挪威1.3万亿美元的主权财富基金持有的俄罗斯股票，其价值今年迄今已下跌约91%，剩余价值能否收回也存在不确定性。</p><p>“我认为这些股票可以卖，但问题是能不能拿得到钱。”首席执行官Nicolai Tangen说。当被问及这是否等同于将这些股票送人时，他说现在实际上基本就是如此。</p><p>挪威决定将俄罗斯资产从该基金中剔除，作为该国对俄罗斯的制裁之一，并要求<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>在3月15日之前就如何撤出这些投资提出计划。总部位于奥斯陆的挪威主权基金是全球最大的上市公司投资者，投资组合中拥有超过9000只股票。</p><p>根据目前的估计，该基金在俄罗斯股权上的损失可能略低于28亿美元，目前认为这些股权价值约为25亿克朗（约2.8亿美元），低于去年年底的270亿克朗。Tangen周四对记者表示，这些部位的当前估值“非常不确定”。</p><p>根据周三在网站上公布的文件，挪威财富基金2021年底最大的俄罗斯持股是俄罗斯天然气工业公司，当时价值约9.32亿美元，相当于该公司的0.86%。该基金截至12月底共投资了51家俄罗斯公司。</p><p><img src=\"https://static.tigerbbs.com/ef43329e6388f571b746a96e413454c6\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>沃伦-巴菲特 （Warren Buffett） 最近从他对苹果公司的巨额押注中获得了成功，这促使人们将其与该传奇人物有史以来最伟大的投资——可口可乐进行比较。</p><p>巴菲特旗下<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司（Berkshire Hathaway）从2016年开始购买苹果股票，到2018年中期积累了该iPhone制造商5%的所有权，价值360亿美元。随着这家科技巨头的股价飞涨，巴菲特该笔押注的价值已飙升至超过1600亿美元，在短短六年内，账面回报就超过了1000亿美元。</p><p>这笔利润丰厚的投资让一些巴菲特观察家们想起了可口可乐，这是巴菲特历史最悠久、时间最长的持股。自1988年巴菲特开始买入以来，这家消费巨头的股票已经飙升了2000%以上，其目前仍然是伯克希尔的第四大重仓股。</p><p>“巴菲特在苹果公司身上迎来了他的‘可口可乐时刻’，”Smead Capital Management首席投资官、伯克希尔股东Bill Smead称。 “在巴菲特持有这两家公司的前五到七年，它们都大幅升值了。”</p></body></html>","source":"sina_symbol","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>外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道 </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; 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*/\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条 | 鹰派又来了！鲍威尔重申3月步入加息轨道 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-04 05:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事2、大宗商品指数料创下1960年以来最大周涨幅3、美国2月服务业指数跌至一年低点 订单指数疲软4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异6、苹果成为巴菲特的新“可口可乐” 六年助其大赚逾千亿美元鲍威尔重申美联储有望...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57c372ce5145e8f5bb6fbc78a638714d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-03-04/doc-imcwiwss4052321.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2216431820","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事2、大宗商品指数料创下1960年以来最大周涨幅3、美国2月服务业指数跌至一年低点 订单指数疲软4、国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一5、挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异6、苹果成为巴菲特的新“可口可乐” 六年助其大赚逾千亿美元鲍威尔重申美联储有望3月步入加息轨道 同时将谨慎行事美联储主席杰罗姆·鲍威尔再次确认美联储有望从本月开始一系列加息，以遏制数十年来最严重的通胀，不过俄乌局势意味着美联储将“谨慎”行事。“我会在3月会议上建议并支持加息25个基点，”他于周四在参议院银行业委员会听证会上表示。他补充说，如果通胀不下降，就准备在一次或多次会议上“以比这更大的幅度加息”，今年还将收缩资产负债表。“我确实认为，继续按我们在俄乌冲突前的想法行事是合适的，那就是在3月会议上加息，并在年内继续上调，”他说道。“在眼下这个非常敏感的时刻，我认为合适做法是谨慎实施政策，因为情况太不确定，我们不想加剧不确定性。”鲍威尔在周四听证会上表示，美联储将于本月确定资产负债表收缩速度，设定上限以平滑整个过程，并确保过程可预测，不造成动荡或干扰市场功能的发挥。鲍威尔称，俄罗斯在乌克兰开展军事行动带来了通胀和经济双重风险。他还指出，天然气价格上涨通常也会影响家庭预算。“我们在决策时需要保持警惕和灵活，”鲍威尔对参议员们表示。他指出，能源价格飙升可能会对通胀产生溢出效应，如果事实证明这种转变是持久的，就可能从“边际上”给长期通胀预期造成上行压力。美联储希望阻止预期上升，尤其是在价格压力已经高企之际。大宗商品指数料创下1960年以来最大周涨幅大宗商品料将创下自1960年以来的最大单周涨幅。彭博原材料指数迈向至少1960年以来的最大单周上涨，银行，进口商和船运公司对俄罗斯出口的大宗商品避之不及。布伦特原油周四盘中飙升至每桶120美元附近，此后回吐部分涨幅。铝价创下纪录新高， 锌价突破4，000美元，小麦反弹至2008年以来最高水平。欧亚集团分析师Henning Gloystein表示，“我们从未见过这么多大宗商品的价格一起出现如此大幅、突然的上涨，预计在局势明显降级之前，制裁和供应链中断将导致商品价格继续高涨或保持在创纪录高位”。截至周三收盘，彭博大宗商品即期指数本周累计上涨8.6%，除非周五出现戏剧性的逆转，否则该指数势将创下新纪录。美国2月服务业指数跌至一年低点 订单指数疲软美国2月衡量服务业增长状况的指数回落至一年低点，因订单随商业活动放缓。周四数据显示，供应管理学会（ISM）服务业采购经理指数（PMI）下降3.4个点至56.5，甚至低于媒体调查的经济学家最悲观的预测。指数高于50表明活动增长。新订单指数也创下一年来最低增速，商业活动指数降至2020年5月以来最低水平。此外就业指数萎缩。“受访者继续受到供应链扰动、产能制约、通胀、物流挑战和劳动力短缺的影响，”ISM服务业调查委员会主席Anthony Nieves在声明中表示。“这些状况影响了成员企业满足需求的能力，导致商业活动和经济增长降温。”整体ISM指数已经连续三个月下降，比11月创下的峰值下降近12点。服务业就业指数下降近4个点至48.5，为2020年8月以来最低水平，这可能表明疫情带来持续的负面影响，企业招聘和留住员工面临困难。国际能源署：欧盟可在一年内将俄罗斯天然气进口量减少三分之一根据国际能源署（IEA）的一份新报告，欧盟可以通过增加从其他来源的进口、加速推进可再生能源和提高能源效率等综合方式，将俄罗斯天然气的进口量减少三分之一。根据周四公布的计划，IEA表示，逐步淘汰俄罗斯天然气的努力仍然可以与欧盟的绿色雄心兼容并进。这些措施包括避免与俄罗斯签订任何新的天然气合约，增加核能发电，用热泵取代燃气锅炉。“没有人再有任何幻想了，”IEA执行董事Fatih Birol说。“俄罗斯将天然气资源作为经济和政治武器，这表示欧洲需要迅速采取行动，为明年冬天俄罗斯天然气供应面临相当大的不确定性做好准备。”挪威主权财富基金所持俄罗斯股票价值蒸发逾九成 出售与白送无异挪威1.3万亿美元的主权财富基金持有的俄罗斯股票，其价值今年迄今已下跌约91%，剩余价值能否收回也存在不确定性。“我认为这些股票可以卖，但问题是能不能拿得到钱。”首席执行官Nicolai Tangen说。当被问及这是否等同于将这些股票送人时，他说现在实际上基本就是如此。挪威决定将俄罗斯资产从该基金中剔除，作为该国对俄罗斯的制裁之一，并要求中央银行在3月15日之前就如何撤出这些投资提出计划。总部位于奥斯陆的挪威主权基金是全球最大的上市公司投资者，投资组合中拥有超过9000只股票。根据目前的估计，该基金在俄罗斯股权上的损失可能略低于28亿美元，目前认为这些股权价值约为25亿克朗（约2.8亿美元），低于去年年底的270亿克朗。Tangen周四对记者表示，这些部位的当前估值“非常不确定”。根据周三在网站上公布的文件，挪威财富基金2021年底最大的俄罗斯持股是俄罗斯天然气工业公司，当时价值约9.32亿美元，相当于该公司的0.86%。该基金截至12月底共投资了51家俄罗斯公司。沃伦-巴菲特 （Warren Buffett） 最近从他对苹果公司的巨额押注中获得了成功，这促使人们将其与该传奇人物有史以来最伟大的投资——可口可乐进行比较。巴菲特旗下伯克希尔哈撒韦公司（Berkshire Hathaway）从2016年开始购买苹果股票，到2018年中期积累了该iPhone制造商5%的所有权，价值360亿美元。随着这家科技巨头的股价飞涨，巴菲特该笔押注的价值已飙升至超过1600亿美元，在短短六年内，账面回报就超过了1000亿美元。这笔利润丰厚的投资让一些巴菲特观察家们想起了可口可乐，这是巴菲特历史最悠久、时间最长的持股。自1988年巴菲特开始买入以来，这家消费巨头的股票已经飙升了2000%以上，其目前仍然是伯克希尔的第四大重仓股。“巴菲特在苹果公司身上迎来了他的‘可口可乐时刻’，”Smead Capital Management首席投资官、伯克希尔股东Bill Smead称。 “在巴菲特持有这两家公司的前五到七年，它们都大幅升值了。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638827133,"gmtCreate":1645183218259,"gmtModify":1645184289267,"author":{"id":"3519508048768513","authorId":"3519508048768513","name":"小脑虎头","avatar":"https://static.tigerbbs.com/0575a1d0dc8b7c8e58ed181afe9e4c88","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519508048768513","authorIdStr":"3519508048768513"},"themes":[],"htmlText":"等你卖出去了，正好可以低价拿资产，趁机抬高[笑哭]&nbsp;，华尔街投行和美国政府狼狈为奸！","listText":"等你卖出去了，正好可以低价拿资产，趁机抬高[笑哭]&nbsp;，华尔街投行和美国政府狼狈为奸！","text":"等你卖出去了，正好可以低价拿资产，趁机抬高[笑哭] 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