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2021-12-27

来了来了

外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消

2021-12-22

赚的满堂红

抱歉，原内容已删除

2021-12-22

[喷血] [喷血]

Tesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company

2021-12-22

操盘手

揭秘：马斯克今年为何要缴纳110亿美元的巨额税款

2021-12-22

富人做法

太缺钱？软银计划借款40亿美元，创私人信贷纪录！

2021-12-22

[惊讶] [惊讶] [惊讶] [惊讶]

造车新势力的“阴阳”面

2021-12-15

好的

12月利率会议前美股波动性加强，美联储会发出哪些信号

2021-12-15

[得意]

抖音、快手拼杀短剧

2021-12-08

好样的

外媒头条：市值突破2.8万亿！苹果股价创历史新高

2021-12-02

[流泪] [流泪] [流泪] [流泪]

美股短期或进入“无所适从期”

2021-11-28

谢谢啦

新变异病毒出现后美联储高官发声：明年加息可能性仍存在

2021-08-07

Latest ?

抱歉，原内容已删除

2021-07-28

$Uxin(UXIN)$going up again please

2021-07-26

$ZM 20210730 380.0 CALL(ZM)$uup upp

2021-07-19

Push higher please

抱歉，原内容已删除

2021-07-16

Thanks

抱歉，原内容已删除

2021-07-16

观望

抱歉，原内容已删除

2021-07-03

Thanks 👍

抱歉，原内容已删除

2021-06-30

Thanks for sharing

抱歉，原内容已删除

2021-06-28

Thanks

June jobs report, Consumer confidence: What to know this week

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05:46","market":"us","language":"zh","title":"外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177763","media":"市场资讯","summary":"　　周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。　　据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。　　周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。","content":"<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>\n<blockquote>\n <b>1、奥密克戎重挫航空旅行 周日全球数千个航班被取消</b>\n</blockquote>\n<blockquote>\n <b>2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动</b>\n</blockquote>\n<blockquote>\n <b>3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆</b>\n</blockquote>\n<blockquote>\n <b>4、英国智库：世界经济规模预计在明年超过100万亿美元</b>\n</blockquote>\n<blockquote>\n <b>5、土耳其颁布新措施救市 里拉短时间内大幅度反弹</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/MA\">万事达</a>报告称假日销售飙升 电子商务获得巨大收益</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/c3ba1ba0a72a5c08f91ca9cb2fb61ccf\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>奥密克戎重挫航空旅行 周日全球数千个航班被取消</b></p>\n<p>周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。</p>\n<p>据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。</p>\n<p>周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。在美国，这一传统今年似乎有所反弹：根据交通安全管理局（Transportation Security Administration）的数据，上周每天大约有200万人通过安检，而平安夜和圣诞节的人数几乎是去年的两倍。</p>\n<p><img src=\"https://static.tigerbbs.com/b4003025308bf64f066cd7aed5a06db1\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p>\n<p><b>疫情下世界各国收紧新年庆典防疫政策 多地取消活动</b></p>\n<p>由于新冠omicron变种的传播，世界各地的大城市正在取消他们的新年庆祝活动，而其他城市正在推进他们的计划。</p>\n<p>纽约市标志性的新年庆祝活动将如期举行，但市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>表示，由于奥密克戎变异病毒的传播，参加派对的人将不得不接受全面接种，戴上口罩，并采取社交疏远措施，活动因此将“缩减规模”。</p>\n<p>这位美国最大城市的市长解释说：“纽约人在过去的一年里取得了巨大的进步——我们在疫苗接种方面处于领先地位，我们已经安全地重新开放，每天我们都在努力为我们所有人建设一个恢复期．．．．．．有很多值得庆祝的事情，这些额外的安全措施将在新年来临之际让接种疫苗的人群保持安全和健康。”</p>\n<p>全球其他城市采取了不同的做法，有的完全取消了庆祝活动。</p>\n<p><img src=\"https://static.tigerbbs.com/c2abf615da9d23bee2f444dbfcb67f75\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆</b></p>\n<p>美国总统拜登的首席医学顾问福奇周日表示，尽管迹象表明omicron的症状可能不那么严重，但美国人仍应保持警惕，因为病患数量可能导致医院不堪重负。</p>\n<p>福奇在节目“This Week”上对记者Jonathan Karl说，“我们不希望看到大家掉以轻心，虽然omicron的病症不严重，但出现这么多新确诊病例可能抵消该因素”。</p>\n<p>来自苏格兰的初步数据显示，omicron“带来的住院风险比德尔塔低三分之二”，研究同时也表明，omicron导致二次感染新冠病毒的可能性是德尔塔的10倍左右。</p>\n<p>据报道，美国单日新增omicron感染病例已超过德尔塔病毒感染者，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>企业在长周末假期取消了近1，900个航班，因为病例激增导致工作人员短缺。</p>\n<p><img src=\"https://static.tigerbbs.com/a5dc1c2269bd67acb592df752986ba66\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国智库：世界经济规模预计在明年超过100万亿美元</b></p>\n<p>根据一份预测，2022年世界经济规模势将首次超过100万亿美元，比先前预测的时间提早两年。</p>\n<p>总部位于英国伦敦的经济与商业研究中心（Centre for Economics and Business Research， CEBR）认为，全球国内生产总值（GDP）将受到疫情持续复苏的提振，不过如果通胀持续，决策者可能很难防止经济再度陷入衰退。</p>\n<p>“21世纪20年代的重要问题是全球经济体如何应对通胀，” CEBR副主席Douglas McWilliams表示。 “我们希望能用相对温和的调整来使得非暂时性因素得到控制。如果不这样，那么世界将需要为2023年或2024年的经济衰退做好准备。”</p>\n<p><img src=\"https://static.tigerbbs.com/4fd25fb23bbaab45631729cf6e09db84\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p><b>土耳其颁布新措施救市 里拉短时间内大幅度反弹</b></p>\n<p>土耳其里拉本周走出一波大幅上涨行情，里拉对美元汇率由20日的18比1左右急速攀升至最高时的10比1左右，最终维持在11比1左右，涨幅逾40%，回到上月中下旬时的水平。</p>\n<p>近期，里拉汇率屡现剧烈波动行情。16日，里拉对美元汇率跌破15比1大关；17日，里拉对美元汇率跌破16和17两个整数关口；20日，里拉对美元汇率跌破18比1大关。本月以来，土耳其<a href=\"https://laohu8.com/S/CNBC\">中央银行</a>已经五次干预外汇市场。</p>\n<p>20日晚，土耳其总统埃尔多安宣布新救市措施，里拉汇率随即一转颓势，大幅上扬并逐渐企稳。救市措施包括一项新的金融替代方案，为本币储蓄因里拉贬值蒙受的损失提供补偿，以减少汇率波动对储户的影响。同时，政府将采取大幅提高个人养老金补贴等措施，以减轻民众生活成本压力。</p>\n<p><img src=\"https://static.tigerbbs.com/9e1d7eff89b4a5234ad828b7dca303d5\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>万事达报告称假日销售飙升 电子商务获得巨大收益</b></p>\n<p>根据万事达卡（Mastercard）周日发布的一份报告，与2019年的假日期间相比，美国本季度的零售额增长了近11%。2019年是新冠大流行颠覆全球经济的前一年。</p>\n<p>这份名为Mastercard SpendingPulse的报告显示，与去年相比，在11月1日至12月24日的假日期间，零售销售额增长了8.5%。这些数据不包括汽车销售。</p>\n<p>与去年相比，实体店的销售额增长了8.1%，电子商务销售额增长了11%。与2019年相比，在新冠肺炎疫情导致网上订单激增之前，电子商务销售额增长了61%以上。</p>\n<p>根据万事达卡的报告，今年网上销售占零售总额的20.9%。2019年，在线销售仅占所有零售销售的14.6%，突显出疫情如何加速了向电子商务的转变。</p>\n<p>万事达卡高级顾问史蒂夫·萨多夫在一份声明中表示，许多美国人今年提前完成了圣诞购物。他说：“购物者急于在零售热潮到来之前确保自己的礼物，对供应链和劳动力供应问题的讨论让消费者成群结队地来到网上和商店（进行消费）。”</p>","source":"sina_us","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：奥密克戎重挫航空旅行！周日数千个航班被取消</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外媒头条：奥密克戎重挫航空旅行！周日数千个航班被取消\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 05:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.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：\n\n1、奥密克戎重挫航空旅行 周日全球数千个航班被取消\n\n\n2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n\n\n3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n\n\n4、英国智库：世界经济规模预计在明年超过100万亿美元\n\n\n5、土耳其颁布新措施救市 里拉短时间内大幅度反弹\n\n\n6、万事达报告称假日销售飙升 电子商务获得巨大收益\n\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.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/c2abf615da9d23bee2f444dbfcb67f75","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","MA":"万事达","BK4535":"淡马锡持仓",".DJI":"道琼斯","BK4213":"石油与天然气的勘探与生产","BK4548":"巴美列捷福持仓","BK4566":"资本集团",".IXIC":"NASDAQ Composite","BK4106":"数据处理与外包服务","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","GDP":"古德里奇"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-27/doc-ikyakumx6577426.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177763","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、奥密克戎重挫航空旅行 周日全球数千个航班被取消\n\n\n2、疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n\n\n3、福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n\n\n4、英国智库：世界经济规模预计在明年超过100万亿美元\n\n\n5、土耳其颁布新措施救市 里拉短时间内大幅度反弹\n\n\n6、万事达报告称假日销售飙升 电子商务获得巨大收益\n\n\n奥密克戎重挫航空旅行 周日全球数千个航班被取消\n周日，美国数百个航班和全球数千个航班被取消，原因是在今年最繁忙的一个周末，奥密克戎变种病毒导致机组人员患病。\n据提供航空数据的FlightAware称，截至周日中午，至少有一站在美国的750多个航班被取消，而全球航班的取消数字则是其10倍。\n周日的惨淡记录是在圣诞前夜和圣诞节期间全球数千次航班取消之后出现的。取消航班可能会打乱旅行计划，而此时许多人正乘飞机与家人共度圣诞假期。在美国，这一传统今年似乎有所反弹：根据交通安全管理局（Transportation Security Administration）的数据，上周每天大约有200万人通过安检，而平安夜和圣诞节的人数几乎是去年的两倍。\n\n疫情下世界各国收紧新年庆典防疫政策 多地取消活动\n由于新冠omicron变种的传播，世界各地的大城市正在取消他们的新年庆祝活动，而其他城市正在推进他们的计划。\n纽约市标志性的新年庆祝活动将如期举行，但市长比尔·德布拉西奥表示，由于奥密克戎变异病毒的传播，参加派对的人将不得不接受全面接种，戴上口罩，并采取社交疏远措施，活动因此将“缩减规模”。\n这位美国最大城市的市长解释说：“纽约人在过去的一年里取得了巨大的进步——我们在疫苗接种方面处于领先地位，我们已经安全地重新开放，每天我们都在努力为我们所有人建设一个恢复期．．．．．．有很多值得庆祝的事情，这些额外的安全措施将在新年来临之际让接种疫苗的人群保持安全和健康。”\n全球其他城市采取了不同的做法，有的完全取消了庆祝活动。\n\n福奇警告美国人不要对病毒掉以轻心 医院有可能被挤爆\n美国总统拜登的首席医学顾问福奇周日表示，尽管迹象表明omicron的症状可能不那么严重，但美国人仍应保持警惕，因为病患数量可能导致医院不堪重负。\n福奇在节目“This Week”上对记者Jonathan Karl说，“我们不希望看到大家掉以轻心，虽然omicron的病症不严重，但出现这么多新确诊病例可能抵消该因素”。\n来自苏格兰的初步数据显示，omicron“带来的住院风险比德尔塔低三分之二”，研究同时也表明，omicron导致二次感染新冠病毒的可能性是德尔塔的10倍左右。\n据报道，美国单日新增omicron感染病例已超过德尔塔病毒感染者，美国航空企业在长周末假期取消了近1，900个航班，因为病例激增导致工作人员短缺。\n\n英国智库：世界经济规模预计在明年超过100万亿美元\n根据一份预测，2022年世界经济规模势将首次超过100万亿美元，比先前预测的时间提早两年。\n总部位于英国伦敦的经济与商业研究中心（Centre for Economics and Business Research， CEBR）认为，全球国内生产总值（GDP）将受到疫情持续复苏的提振，不过如果通胀持续，决策者可能很难防止经济再度陷入衰退。\n“21世纪20年代的重要问题是全球经济体如何应对通胀，” CEBR副主席Douglas McWilliams表示。 “我们希望能用相对温和的调整来使得非暂时性因素得到控制。如果不这样，那么世界将需要为2023年或2024年的经济衰退做好准备。”\n\n土耳其颁布新措施救市 里拉短时间内大幅度反弹\n土耳其里拉本周走出一波大幅上涨行情，里拉对美元汇率由20日的18比1左右急速攀升至最高时的10比1左右，最终维持在11比1左右，涨幅逾40%，回到上月中下旬时的水平。\n近期，里拉汇率屡现剧烈波动行情。16日，里拉对美元汇率跌破15比1大关；17日，里拉对美元汇率跌破16和17两个整数关口；20日，里拉对美元汇率跌破18比1大关。本月以来，土耳其中央银行已经五次干预外汇市场。\n20日晚，土耳其总统埃尔多安宣布新救市措施，里拉汇率随即一转颓势，大幅上扬并逐渐企稳。救市措施包括一项新的金融替代方案，为本币储蓄因里拉贬值蒙受的损失提供补偿，以减少汇率波动对储户的影响。同时，政府将采取大幅提高个人养老金补贴等措施，以减轻民众生活成本压力。\n\n万事达报告称假日销售飙升 电子商务获得巨大收益\n根据万事达卡（Mastercard）周日发布的一份报告，与2019年的假日期间相比，美国本季度的零售额增长了近11%。2019年是新冠大流行颠覆全球经济的前一年。\n这份名为Mastercard SpendingPulse的报告显示，与去年相比，在11月1日至12月24日的假日期间，零售销售额增长了8.5%。这些数据不包括汽车销售。\n与去年相比，实体店的销售额增长了8.1%，电子商务销售额增长了11%。与2019年相比，在新冠肺炎疫情导致网上订单激增之前，电子商务销售额增长了61%以上。\n根据万事达卡的报告，今年网上销售占零售总额的20.9%。2019年，在线销售仅占所有零售销售的14.6%，突显出疫情如何加速了向电子商务的转变。\n万事达卡高级顾问史蒂夫·萨多夫在一份声明中表示，许多美国人今年提前完成了圣诞购物。他说：“购物者急于在零售热潮到来之前确保自己的礼物，对供应链和劳动力供应问题的讨论让消费者成群结队地来到网上和商店（进行消费）。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691831567,"gmtCreate":1640162034038,"gmtModify":1640162034141,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"赚的满堂红","listText":"赚的满堂红","text":"赚的满堂红","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691831567","repostId":"2193198193","repostType":2,"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691831636,"gmtCreate":1640161978840,"gmtModify":1640161978918,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"[喷血]&nbsp;[喷血]&nbsp;","listText":"[喷血]&nbsp;[喷血]&nbsp;","text":"[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691831636","repostId":"1157194524","repostType":2,"repost":{"id":"1157194524","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640161521,"share":"https://www.laohu8.com/m/news/1157194524?lang=&edition=full","pubTime":"2021-12-22 16:25","market":"us","language":"en","title":"Tesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157194524","media":"Benzinga","summary":"Tesla Inc’s quality head Bruce Watson has moved to JB Straubel’s battery recycling startup Redwood M","content":"<p><b>Tesla Inc’s</b>&nbsp;quality head&nbsp;<b>Bruce Watson</b>&nbsp;has moved to&nbsp;<b>JB Straubel</b>’s battery&nbsp;recycling startup&nbsp;<b>Redwood Materials</b>&nbsp;in a similar role.</p>\n<p><b>What Happened:</b>&nbsp;Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.</p>\n<p>The executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"</p>\n<p>The company plans to reveal the location of the facility early next year.</p>\n<p><b>Why It Matters:</b>&nbsp;Redwood, led by Tesla co-founder JB Straubel,&nbsp;is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company</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{ 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}\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\">\nTesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-22 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc’s</b>&nbsp;quality head&nbsp;<b>Bruce Watson</b>&nbsp;has moved to&nbsp;<b>JB Straubel</b>’s battery&nbsp;recycling startup&nbsp;<b>Redwood Materials</b>&nbsp;in a similar role.</p>\n<p><b>What Happened:</b>&nbsp;Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.</p>\n<p>The executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"</p>\n<p>The company plans to reveal the location of the facility early next year.</p>\n<p><b>Why It Matters:</b>&nbsp;Redwood, led by Tesla co-founder JB Straubel,&nbsp;is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157194524","content_text":"Tesla Inc’s quality head Bruce Watson has moved to JB Straubel’s battery recycling startup Redwood Materials in a similar role.\nWhat Happened: Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.\nThe executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"\nThe company plans to reveal the location of the facility early next year.\nWhy It Matters: Redwood, led by Tesla co-founder JB Straubel, is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.\nPrice Action: Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691831108,"gmtCreate":1640161938078,"gmtModify":1640161938188,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"操盘手","listText":"操盘手","text":"操盘手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691831108","repostId":"2193193686","repostType":4,"repost":{"id":"2193193686","kind":"news","pubTimestamp":1640161249,"share":"https://www.laohu8.com/m/news/2193193686?lang=&edition=full","pubTime":"2021-12-22 16:20","market":"us","language":"zh","title":"揭秘：马斯克今年为何要缴纳110亿美元的巨额税款","url":"https://stock-news.laohu8.com/highlight/detail?id=2193193686","media":"新浪科技","summary":"2018年，马斯克和贝索斯等富豪几乎没有缴纳任何税金，今年为何如此之多呢？","content":"<p>北京时间12月22日下午消息，据报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克（Elon Musk）近日表示，今年其纳税额将超过110亿美元。2018年，马斯克和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人杰夫·贝索斯（Jeff Bezos）等富豪几乎没有缴纳任何税金，今年为何如此之多呢？</p>\n<p>马斯克近日在一条推文中透露了这110亿美元的纳税额，但并未透露具体的细节。这听起来似乎不太可能。独立调研机构ProPublica数据显示，2018年，马斯克、贝索斯和迈克尔·布隆伯格（Michael Bloomber）等亿富豪通过合法避税，几乎没有缴纳任何所得税。</p>\n<p>但基于提交给美国证券交易委员会（SEC）的关于其最近股票交易的文件，马斯克并未说大话。作为全球首富，马斯克没有现金工资或奖金。相反，他是通过股票期权获得报酬的。这让他有权以与期权发行时的市价相等的价格购买特斯拉的股票，但很可能远远低于行使期权时的价值。</p>\n<p>马斯克在2012年被授予2550万股拆分调整后的期权。在随后的几年里，由于特斯拉实现了某些运营和财务目标，马斯克获得（Vest）了其中的2290万股。但在使用这些期权购买股票之前，马斯克不必为这些期权缴税。</p>\n<p>由于这些期权将于2022年8月到期，马斯克终于在今年11月初启动了将其转换为股票的进程。作为公司内部人士，马斯克还按照相关规定，在提交给SEC的文件中记录了这些交易。</p>\n<p>当他行使这些期权时，新购买的股票的价值，将作为“收入”来征税。对于马斯克所在税级的人来说，税率为40.8%。这就是马斯克巨额税单的来源。</p>\n<p>马斯克提交的文件显示，作为行使期权过程的一部分，马斯克一直在出售新获得的部分股票，以支付交易应缴纳的预扣税。到目前为止，这些出售的股票总计750万股，包括行权价在内，价值78亿美元。</p>\n<p>除了出售他获得的行使期权的股票外，他还出售了以信托方式持有的约540万股股票，尽管这些出售将按照20%的税率征税。这意味着他2021年股票交易的联邦税款总计约为84亿美元。</p>\n<p>但这可能还没完。马斯克行使期权并出售部分股票，这是一项预先安排的计划的一部分。这样的预先安排允许公司内部人士在不被指控利用内幕消息进行交易的情况下，进行股票交易。</p>\n<p>根据过去的交易记录，马斯克可能会在年底前，至少再行使420万股期权，甚至可能行使全部剩余的570万股期权，因为这些期权将于明年年8月到期。这可能会使他缴纳的税金增加16亿美元至21亿美元。</p>\n<p>因此，到今年年底，马斯克或将面临110亿美元的税单，这些计算还并未涉及任何潜在的州所得税。</p>\n<p>马斯克已将其住所和特斯拉总部搬到了德克萨斯州，德克萨斯州不对个人征收州所得税。相比之下，加州的所得税税率是全美最高的，约为12%。虽然目前还不清楚马斯克的收入中有多少将被加州征税，但很可能不会完全避免。</p>\n<p>今年6月，马斯克曾在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上表示：“顺便说一句，我将继续在加州缴纳与我在该州的时间成比例的所得税。”</p>","source":"sina_tech","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>揭秘：马斯克今年为何要缴纳110亿美元的巨额税款</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 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class=\"title\">\n揭秘：马斯克今年为何要缴纳110亿美元的巨额税款\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 16:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2021-12-22/detail-ikyakumx5695883.d.html><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间12月22日下午消息，据报道，特斯拉CEO埃隆·马斯克（Elon Musk）近日表示，今年其纳税额将超过110亿美元。2018年，马斯克和亚马逊创始人杰夫·贝索斯（Jeff Bezos）等富豪几乎没有缴纳任何税金，今年为何如此之多呢？\n马斯克近日在一条推文中透露了这110亿美元的纳税额，但并未透露具体的细节。这听起来似乎不太可能。独立调研机构ProPublica数据显示，2018年，马斯克...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-12-22/detail-ikyakumx5695883.d.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://tech.sina.cn/it/2021-12-22/detail-ikyakumx5695883.d.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193193686","content_text":"北京时间12月22日下午消息，据报道，特斯拉CEO埃隆·马斯克（Elon Musk）近日表示，今年其纳税额将超过110亿美元。2018年，马斯克和亚马逊创始人杰夫·贝索斯（Jeff Bezos）等富豪几乎没有缴纳任何税金，今年为何如此之多呢？\n马斯克近日在一条推文中透露了这110亿美元的纳税额，但并未透露具体的细节。这听起来似乎不太可能。独立调研机构ProPublica数据显示，2018年，马斯克、贝索斯和迈克尔·布隆伯格（Michael Bloomber）等亿富豪通过合法避税，几乎没有缴纳任何所得税。\n但基于提交给美国证券交易委员会（SEC）的关于其最近股票交易的文件，马斯克并未说大话。作为全球首富，马斯克没有现金工资或奖金。相反，他是通过股票期权获得报酬的。这让他有权以与期权发行时的市价相等的价格购买特斯拉的股票，但很可能远远低于行使期权时的价值。\n马斯克在2012年被授予2550万股拆分调整后的期权。在随后的几年里，由于特斯拉实现了某些运营和财务目标，马斯克获得（Vest）了其中的2290万股。但在使用这些期权购买股票之前，马斯克不必为这些期权缴税。\n由于这些期权将于2022年8月到期，马斯克终于在今年11月初启动了将其转换为股票的进程。作为公司内部人士，马斯克还按照相关规定，在提交给SEC的文件中记录了这些交易。\n当他行使这些期权时，新购买的股票的价值，将作为“收入”来征税。对于马斯克所在税级的人来说，税率为40.8%。这就是马斯克巨额税单的来源。\n马斯克提交的文件显示，作为行使期权过程的一部分，马斯克一直在出售新获得的部分股票，以支付交易应缴纳的预扣税。到目前为止，这些出售的股票总计750万股，包括行权价在内，价值78亿美元。\n除了出售他获得的行使期权的股票外，他还出售了以信托方式持有的约540万股股票，尽管这些出售将按照20%的税率征税。这意味着他2021年股票交易的联邦税款总计约为84亿美元。\n但这可能还没完。马斯克行使期权并出售部分股票，这是一项预先安排的计划的一部分。这样的预先安排允许公司内部人士在不被指控利用内幕消息进行交易的情况下，进行股票交易。\n根据过去的交易记录，马斯克可能会在年底前，至少再行使420万股期权，甚至可能行使全部剩余的570万股期权，因为这些期权将于明年年8月到期。这可能会使他缴纳的税金增加16亿美元至21亿美元。\n因此，到今年年底，马斯克或将面临110亿美元的税单，这些计算还并未涉及任何潜在的州所得税。\n马斯克已将其住所和特斯拉总部搬到了德克萨斯州，德克萨斯州不对个人征收州所得税。相比之下，加州的所得税税率是全美最高的，约为12%。虽然目前还不清楚马斯克的收入中有多少将被加州征税，但很可能不会完全避免。\n今年6月，马斯克曾在Twitter上表示：“顺便说一句，我将继续在加州缴纳与我在该州的时间成比例的所得税。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691833785,"gmtCreate":1640161897985,"gmtModify":1640161898266,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"富人做法","listText":"富人做法","text":"富人做法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691833785","repostId":"1147305037","repostType":4,"repost":{"id":"1147305037","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1640161564,"share":"https://www.laohu8.com/m/news/1147305037?lang=&edition=full","pubTime":"2021-12-22 16:26","market":"us","language":"zh","title":"太缺钱？软银计划借款40亿美元，创私人信贷纪录！","url":"https://stock-news.laohu8.com/highlight/detail?id=1147305037","media":"中国基金报","summary":"根据《华尔街日报》消息，软银集团正在敲定从美国私募巨头阿波罗全球管理(Apollo Global Management Inc.)贷款40亿美元，以期用这笔资金来帮助其渡过投资组合表现不佳的低迷期，并","content":"<div>\n<p>根据《华尔街日报》消息，软银集团正在敲定从美国私募巨头阿波罗全球管理(Apollo Global Management Inc.)贷款40亿美元，以期用这笔资金来帮助其渡过投资组合表现不佳的低迷期，并保持快速的投资步伐。\n据Bloomberg汇编的数据显示，这笔贷款如若成行，其交易规模将是全球私人信贷市场有史以来规模最大的一笔此类贷款。\n\n(软银CEO 孙正义 来源：凤凰财经)\n此外，根据知情人士...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>太缺钱？软银计划借款40亿美元，创私人信贷纪录！</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太缺钱？软银计划借款40亿美元，创私人信贷纪录！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-12-22 16:26 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据《华尔街日报》消息，软银集团正在敲定从美国私募巨头阿波罗全球管理(Apollo Global Management Inc.)贷款40亿美元，以期用这笔资金来帮助其渡过投资组合表现不佳的低迷期，并保持快速的投资步伐。\n据Bloomberg汇编的数据显示，这笔贷款如若成行，其交易规模将是全球私人信贷市场有史以来规模最大的一笔此类贷款。\n\n(软银CEO 孙正义 来源：凤凰财经)\n此外，根据知情人士...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31e9dd27f2fd2227bcfbc0e4f4a2f339","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147305037","content_text":"根据《华尔街日报》消息，软银集团正在敲定从美国私募巨头阿波罗全球管理(Apollo Global Management Inc.)贷款40亿美元，以期用这笔资金来帮助其渡过投资组合表现不佳的低迷期，并保持快速的投资步伐。\n据Bloomberg汇编的数据显示，这笔贷款如若成行，其交易规模将是全球私人信贷市场有史以来规模最大的一笔此类贷款。\n\n(软银CEO 孙正义 来源：凤凰财经)\n此外，根据知情人士透露，这笔贷款将由软银的愿景基金2(Vision Fund II)提供担保。而借款方方面，阿波罗及其保险子公司Athene Holding Ltd.将牵头这笔贷款，包括共同基金、捐赠基金及部分金融机构在内的其他投资者也将参与此次交易。这名知情人士补充表示，贷款利率预计将在中间个位数左右。该贷款是一种混合融资结构，是将高级债务和次级债务合并为一笔金额，其混合利率通常介于两类债务的利率之间。\n这笔贷款显示出目前软银对现金的巨大需求，以及阿波罗资管在进军传统上由银行主导的放贷领域的步伐。\n这相当于，软银用旗下这只正在布局阶段的、股权资产规模已经达到400亿美元并拥有150家公司的基金在“押注”，借贷了相当于该基金管理的资产规模1/10的钱进行投资。这是一个收益和风险都被放大了的巨大杠杆操作。\n愿景基金以股份为抵押贷款\n并非首次\n根据查询发现，这并非软银第一次将旗下基金所持有股份进行抵押贷款了。\n根据彭博社报道，经过查阅监管文件显示，软银在今年8月和9月获得了两笔股权质押贷款，以帮助其向包括沙特阿拉伯和阿布扎比主权财富基金在内的基金出资方派息。\n其中一笔融资中，软银质押了所持韩国电商巨头Coupang的几乎全部150亿美元股份。在另一笔融资中，软银质押了美国外卖平台DoorDash的股份。软银持有DoorDash的88亿美元股份，但此次股权质押的数量没有披露。\n此外，监管文件还显示，愿景基金1还质押了所持德国二手车交易平台Auto1 Group的全部股份。消息人士透露，这笔股份是作为此前贷款的额外抵押品来进行质押的。\n类似的策略还出现在2019年。愿景基金1当时用已经上市或即将上市的两家硅谷科技公司的股份作为质押，融资约40亿美元。Uber是两家公司之一。分析人士称而这类流动性较好的资产更容易被用于股权质押贷款。\n此外，彭博社分析称，此次软银运用的这种私人信贷方式的贷款正日益成为融资杠杆收购的银团贷款的常见选择途径。此前还发生过2笔26亿美元同类型的私人贷款——一笔帮助私募股权公司Thoma Bravo在今年7月收购Stamps.com，另一笔是为今年8月Galway Insurance收购MAI Capital Management而提供部分资金的34亿美元债务融资的一部分。\n三个月惨烈巨亏8250亿创纪录\n软银集团于今年11月8日公布了截至9月30日的第二季季报和半年报。季报显示，受旗下愿景基金科技投资组合估值下降的拖累，软银集团当季出现亏损3970亿日元(合224亿人民币)，而去年同期软银集团则盈利6280亿日元(合354亿人民币)。\n此外，其旗下的愿景基金在第二财季惨烈巨亏了创纪录的8251亿日元(约合465亿人民币)，这是这只基金自成立以来表现最糟糕的一个季度，甚至比疫情期间的2019财年第四财季（截至2020年3月底）亏损的7886亿日元还多。\n根据财报称，此季度巨亏与韩国最大的电商企业Coupang以及电商龙头阿里巴巴当时股价飙低关系密。\n\n(截图来源：软银2021半年报)\n半年报方面，软银集团的营收增长了13.4%，净利润增长15.2%。但其中，投资收益下降了51.7%，两只愿景基金出现了8791亿日元（约495亿人民币）的亏损，但拉丁美洲的投资收益却增长了205%。\n\n(按地区划分的愿景基金2017财年Q1—2021财年Q2投资收益与损失 截图来源：软银2021财报)\n根据软银公布的财报，截至9月30日，愿景基金1在过去半年投资了25亿美元，持有81家企业，其中15家已经上市，包括二季度上市的4家。\n愿景基金2已经实现的投资收益为1053亿日元（9.2亿美元），主要是其出售部分中概股贝壳获得的投资收益。资料显示，截至9月30日，软银愿景基金2期承诺投资额约为420亿美元。\n此外，截至第二季度末，愿景基金二期共持有157项投资（包括8家上市投资组合公司，5家新上市公司），其中包括手机广告公司InMobi和机器人仓储公司AutoStore。\n另外，在该基金的投资组合中，不少公司已经上市或者达成上市协议，这为其基金资产创造了流动性。例如，未来半年，预计其旗下印度的两家明星企业，网约车公司Ola和物流公司Delivery也将登陆资本市场。\n当时软银集团CEO孙正义表示，公司目前正处于“暴风雪”中。但他也强调，虽然愿景基金近三个月表现不佳，但从累计投资回报的角度来看仍为投资者带来了接近6万亿日元（约526亿美元）的回报。更重要的是，愿景基金2目前仍处于布局阶段，有望在几年后进入回报期。\n另外，值得注意的是，愿景基金2也在积极布局元宇宙。在最近2个月已经陆续投资了9300万美元(约6亿人民币)给总部位于香港的NFT游戏沙盒(The Sandbox),以及1.5亿美元(约9.6亿人民币)给韩国元宇宙社交平台Zepeto。","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691833106,"gmtCreate":1640161825806,"gmtModify":1640161825879,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","listText":"[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;[惊讶]&nbsp;","text":"[惊讶] [惊讶] [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691833106","repostId":"1120697035","repostType":4,"repost":{"id":"1120697035","kind":"news","pubTimestamp":1640157976,"share":"https://www.laohu8.com/m/news/1120697035?lang=&edition=full","pubTime":"2021-12-22 15:26","market":"hk","language":"zh","title":"造车新势力的“阴阳”面","url":"https://stock-news.laohu8.com/highlight/detail?id=1120697035","media":"银杏财经","summary":"脱虚向实才是行业的尽头。\n\n\n“你站在桥上看风景，看风景人在楼上看你。明月装饰了你的窗子，你装饰了别人的梦。”\n新月派诗人卞之琳有一首现代诗叫《断章》，估计多数人都读过，诗中既蕴含了朦胧的美感，又道出","content":"<blockquote>\n 脱虚向实才是行业的尽头。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a2937caa117637f48b17beff7360564f\" tg-width=\"1080\" tg-height=\"705\" referrerpolicy=\"no-referrer\"></p>\n<p>“你站在桥上看风景，看风景人在楼上看你。明月装饰了你的窗子，你装饰了别人的梦。”</p>\n<p>新月派诗人卞之琳有一首现代诗叫《断章》，估计多数人都读过，诗中既蕴含了朦胧的美感，又道出了“世间万物相互依存、主客体相对”的哲思。</p>\n<p>这是属于<a href=\"https://laohu8.com/S/300336\">新文化</a>运动时期的浪漫，但这样的视角放到一个高度依赖信息化数据管理的时代，却有些细思极恐。</p>\n<p>无所不在的互联网，为这个时代撒下了“天罗地网”。</p>\n<p>它既为社会的高速发展提供了基建，创造出大量财富，也摧毁着主客体之间的信任，将用户推向了被无限凝视的深渊。</p>\n<p>几天前，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>就因为在半年内违规采集超过43万张人脸照而登上热搜。然而放眼整个大出行圈，网络和数据安全的困扰似乎已经成为家常便饭。</p>\n<p>今年上半年，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>利用车中摄像头和传感器收集国内敏感数据的事儿还没个具体说法，央视在“315”又曝光了宝马汽车4S店等商家抓取消费者人脸图像行为。</p>\n<p>而后<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>因违法收集使用个人信息被下架，紧接着哪吒汽车APP又因个人信息泄露的安全漏洞被通报整改。</p>\n<p>到了下半年，网信办、公安部等五部门联合发文，针对汽车安全数据领域进行史上最强监管，小鹏汽车又出来搞事了。</p>\n<p>究竟是什么样的<a href=\"https://laohu8.com/S/838275\">驱动力</a>，让这些造车新势力在监管日益加强的时期顶风作案？</p>\n<p>或许，相比技术上的漏洞，人性的BUG才是最难修复的。</p>\n<p><b>新势力的阴阳面</b></p>\n<p>“我们这边都是这样操作的，如果不这样弄的话，是没有国家补贴的。”</p>\n<p>12月，小鹏汽车的销冠位置还没坐热，就遭到了骗补的质疑。可能不知有拍摄镜头，南京小鹏汽车销售服务有限公司景枫店的销售主管李先生，才说出了大实话。</p>\n<p><img src=\"https://static.tigerbbs.com/5e8b16b7e6f977a3a19878570a981bdd\" tg-width=\"650\" tg-height=\"649\" referrerpolicy=\"no-referrer\"></p>\n<p>小鹏汽车接二连三地掉入舆论漩涡，恍惚间，让人有一种“穿越时空”的错觉。</p>\n<p>时间倒退回至两年前的盛夏7月，北京、广州等地数百位小鹏汽车车主，聚集在小鹏汽车总部外要求退车。</p>\n<p>虚报价格骗补、里程虚标、安全隐患（刹车失灵）是车主为小鹏汽车总结的三宗罪。</p>\n<p>有用户曾将不同车型补贴前后价格进行了对比，认为2019款G3根本不值20多万。</p>\n<p>而针对电池每次只能充到电池总量的90%以及G3车主遭遇刹车失灵等问题，一位车友透露，小鹏曾进行过一批隐性召回。</p>\n<p>话说是召回，其实就是让车主进行系统升级，并且没有发过任何公开声明。</p>\n<p>“以用户为中心”的声音犹在耳边，转眼间，“老鹏友”们的枪口已经齐齐地直对这个曾经让他们盲信的对象。</p>\n<p>小鹏汽车这些年一直喜欢以“务实”的形象示众，定位也是从亲民路线起家。</p>\n<p>就连何小鹏回忆起自己的创业心路，展示的也是内心朴素的情感：想要做一些事情证明给儿子看。</p>\n<p><b>但反复爆出的问题和甩不完的锅，又让人感觉小鹏汽车似乎与这种形象大相径庭。</b></p>\n<p>违规采集人脸事件曝光后，小鹏汽车又迅速找到了转移矛盾的焦点，将问题推给了第三方供应商，理由为“误采购”。</p>\n<p>小鹏汽车运气倒是很不错，近几日王力宏、薇娅等人的新一轮热点密集轰炸，外界对小鹏汽车的质疑声很快被弱化。</p>\n<p>之前何小鹏被媒体评为“风波拆解人”，提升公关能力，或许是何小鹏在拆解了所有问题之后，得到的最佳解题思路。</p>\n<p>这倒也符合绝大多数企业利益至上的惯性价值观，连如此“老实”的小鹏都如此，其它车企又会是怎样的局面？</p>\n<p>其实包括特斯拉在内，各家都存在技术问题，从OTA升级到硬件问题，各种风波频现。</p>\n<p>自然，在一个尚未成熟且依赖政策驱动的市场，行业的“成长”即是正义，社会假如能给予车企更多容错空间，也能驱使行业反思，向良性的发展。</p>\n<p>这是一个行业都难免要走的路，但各家车企面对问题时的态度，就有些耐人寻味了。</p>\n<p>比如<a href=\"https://laohu8.com/S/LI\">理想汽车</a>在李想的带领下，养出了一幅“真性情”的嘴脸，这种特点对理想汽车的一些拥趸很受用。</p>\n<p>面对频发的“断轴事件”和“水银事件”，李想的“真性情”却发挥在了骂战上，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>面对事故的风格则相对委婉，这也跟李斌的个人特色有关。</p>\n<p>蔚来以前常被人们亲切地唤作“国内版特斯拉”，很显然李斌不及马斯克那般具有浓烈的个人风格。</p>\n<p>李斌一直在圈子里营造一种“真诚”的人设，这和马斯克的“科技狂人”形象是不同路线。</p>\n<p>这种“真诚”威力巨大，从“蔚忠贤”、“自蔚队”自动请愿，比蔚来自家公关还贴心，就能窥见一斑。</p>\n<p>像行业“领头羊”特斯拉，把软硬件拆开来卖，轮胎只换不修，有些车主算了一笔账，发现特斯拉换胎成本是电池的10倍。</p>\n<p>特斯拉好歹还算坦荡，马斯克对舆论早已摆出了一幅“I don't care”的嘴脸，被骂“圈钱”也无所谓。</p>\n<p><b>相比之下，新势力的“阴阳脸”，却是各具特色。</b></p>\n<p>创始人的人设就像硬币的一体两面，一边展示着品牌的高光和亮点，一边纵容这品牌的逃避和推诿。</p>\n<p><b>当“沙丁鱼”活了下来</b></p>\n<p>沙丁鱼是一种懒惰的鱼类，由于不爱运动，被捕捞上岸后，很快就会窒息而死。</p>\n<p>爱吃沙丁鱼的挪威人为了延长它们的寿命，喜欢在鱼槽里放一条鲶鱼，因为异类的加入，沙丁鱼因为感到紧张往往会加速游动，焕发活力。</p>\n<p>这种通过个体的“中途介入”对群体起到竞争作用的现象，后来在经济学上被称之为“鲶鱼效应”。</p>\n<p>生物学落到具体的行业中，却可能朝着另外一个方向演化。</p>\n<p>毫无疑问，特斯拉是游向中国市场的一条鲶鱼，但造车新势力却不是鱼槽中的“沙丁鱼”，因为沙丁鱼是向死而生的，而新势力要活下去，却必须做“永动机”。</p>\n<p>为了激活一堆紧盯着补贴的“懒鱼”，特斯拉享受到了前无古人的入华红利。</p>\n<p>特斯拉不仅成为我国改开以来的第一家外资独资汽车制造商，也是新中国成立至今以来的第一家外资独资车企。</p>\n<p><img src=\"https://static.tigerbbs.com/349d7914d0a636128e462dc8ab2e9804\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p>\n<p>有了“鲶鱼”的存在，产业链成本不断压缩，汰弱留强，对行业原本是好事，可“围猎”特斯拉所带来的过度竞争，又在侧面加剧了行业的内卷。</p>\n<p>今年10月，一位程序员出身的欧拉好猫车主，亲自动手“刷机”接入车机系统，发现原本在宣传中一直被欧拉当作卖点的<a href=\"https://laohu8.com/S/QCOM\">高通</a>8核骁龙SA8155P车载处理芯片，被“狸猫换太子”。</p>\n<p>伴随着舆论的发酵和央视财经频道的点名，欧拉汽车也提出了后续的服务赔偿方案，却对于替换高通芯片一事只字未提，</p>\n<p>这很好理解，替换便意味着厂商要把欧拉的车机系统重新开发一遍，这代价实在太大。</p>\n<p>缺芯给企业带来的市场波动是直观的，但欧拉的“芯片门”同样也反应出了行业的内卷。</p>\n<p><b>在销量榜的角逐下，电动车企对产品和技术投入的精力越来越少，在营销上的投入则是越来越多。</b></p>\n<p>营销上的内卷，早已是你死我活，从创始人的话术可窥见一二。</p>\n<p>马斯克抛出了“自家的新能源汽车安全系数是传统汽车的10倍”的母命题，很快新势力就跟着写了作文。</p>\n<p>何小鹏表示小鹏汽车的自动驾驶技术是“国内最好的”，李想也表示理想汽车的自动驾驶技术“明年就可以与特斯拉媲美”。、</p>\n<p>蔚来效仿的则是特斯拉的“饭圈文化”，走 “高端人群自我价值认同”路线。</p>\n<p>李斌一直给用户灌输的是：买蔚来，不只是买一辆车，而是买一张通往新的生活方式的门票。</p>\n<p>且不论进入蔚来EPclub的门槛是多么高贵，光是声色犬马的社群氛围，就能给人一种“人上人”的感觉。</p>\n<p>跟风特斯拉同样也会带来负面效应。</p>\n<p>今年8月，蔚来车主因自动驾驶技术问题发生交通事故不幸逝世。同一天，小鹏门店的销售人员为准客户展示ACC自动跟车功能时，也意外撞上前方路口等红灯的丰田锐志。</p>\n<p>特斯拉作为最早为自动驾驶摇旗呐喊的一家，被拉出来示众，股价大跌。</p>\n<p>国内车企们则问讯将官网上的“高级自动驾驶系统”字眼做了润色，理想加了“辅助”二字；小鹏则改成“智能辅助”，以图挽回一点尊严。</p>\n<p><img src=\"https://static.tigerbbs.com/ef0fa48149fada40a6844bedcaf10521\" tg-width=\"1005\" tg-height=\"659\" referrerpolicy=\"no-referrer\"></p>\n<p><b>特斯拉成为了营销上的风向标，但在一些核心技术上又容易变成集体绕行的“堡垒”。比如在感知层技术路线上，大部分车企都站在了马斯克的对立面。</b></p>\n<p>像今年爆火的激光雷达，就是马斯克坚决反对搭载的，他将其称之为“只有傻瓜才会用”的东西。</p>\n<p>激光雷达可以充当车的眼睛，可决定车的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化水平的，还得靠AI算法和软件能力。现实的情况却是，大多数车企的软件能力跟不上，只好靠硬件“堆料”，软件系统则借助外力。</p>\n<p>在这个赛道里，只有极少数玩家在全栈自研。</p>\n<p>对消费者来说，想要电动车不断OTA在线升级，如果软件能力不够，则意味着系统更新迭代的速度会很慢。</p>\n<p>这就像前些年买了乐视电视的用户，虽然电视依然可以使用，能享受到的内容却很有限。</p>\n<p>新能源车企的另一个内卷方向，就是“堆料”。</p>\n<p>在电动机的加持下，消费者不再需要为动力性能买单，往智能化上“堆料”就成了厂家的新的军备竞赛。</p>\n<p>这也出现了一个新问题，功能体验同质化，让汽车作为动力工具的魅力逐渐消失。</p>\n<p>之所以放入特斯拉这条“鲶鱼”，是为了让新能源汽车进入一个百花齐放的时代。</p>\n<p>但愿活下来的“沙丁鱼”，不要让“四个轮子上的ipad”这种戏言变成现实。</p>\n<p><b>脱虚向实才是行业的尽头</b></p>\n<p>自然，抛开特斯拉，今年新势力们大多都可以在销量上领个进步奖。</p>\n<p>据乘联会11月发布的销量报告显示，2021年1-10月中<a href=\"https://laohu8.com/S/600617\">国新能源</a>乘用车批发238.1万辆，新能源车零售213.9万辆，均实现同比增长两倍左右。</p>\n<p><img src=\"https://static.tigerbbs.com/2922af954f650a95b817a44a10046e03\" tg-width=\"1024\" tg-height=\"718\" referrerpolicy=\"no-referrer\"></p>\n<p><b>相比于汽车行业对各家品牌新能源车销量的关注，实际上社会各界对它们却有着更多的期待。</b></p>\n<p>在投资者眼中，他们更关心的是这些车是否面向未来，有没有走在智能化赛道里。</p>\n<p>今天大多数的新能源汽车，都还只是初步的电动化，大家都还处在拿着旧地图寻找<a href=\"https://laohu8.com/S/600628\">新世界</a>的阶段。</p>\n<p>所以智能车在供给端和需求侧的反响差异巨大。</p>\n<p>在供给侧，政策早已把人工智能提到空前高度，一些车企也开始积极投放带有辅助驾驶功能的产品。</p>\n<p>但在需求侧，很多消费者对于智能化的驾驶功能却并不“感冒”。</p>\n<p>辅助驾驶功能的使用频率过低，是难以让消费者掏腰包的主要原因，而智能车始终难以补完的安全漏洞和脆弱的用车环境，也正在成为一个考量因素。</p>\n<p>消费者更关注的是眼前的硬性需求，比如前文提到的OTA在线升级等伴随汽车使用周期的软件服务是否能够稳定提供，比如二手车价格什么时候能够上得去。</p>\n<p>新能源车企还肩负着社会责任，除了引领整个行业走向正规，如何正确地使用宝贵的数据资源，也任重道远。</p>\n<p>网络连接汽车、大数据驱动汽车，新势力是极度依赖用户数字化运营的商业群体，大量数据对于技术迭代和用户体验的价值不可替代。</p>\n<p>而数据资源运用不当很容易产生重度“污染”，这类风险一方面来自于软件被动产生的漏洞。</p>\n<p>汽车网关、充电系统，乃至智能钥匙、数据钥匙、APP，外部进程的通信接口……这些都有可能成为风险的入口。</p>\n<p>另一方面则来自于车企有意识的主动采集。</p>\n<p>比如车企采集人脸信息可以对面部数据进行识别计算，以此进行门店的客流统计和客流分析，包括进店人数统计、男女比例、年龄分析等。</p>\n<p>商业模式制约了新能源车企在智能端“大跃进”式的发展，而几乎可以预见的是，在不久的将来，燃油车一定也会开发自动驾驶功能。</p>\n<p>去年，国家新能源汽车创新工程项目专家组组长王秉刚在发布《2.0版节能与新能源汽车技术路线图》时总结道：不建议制定禁止燃油车的时间表，不主张在中国提出禁燃的口号，今后15年内我国节能汽车与新能源汽车并行发展，到2035年各占50%。</p>\n<p>国家不再一味地追求纯电动车代替燃油车，未来15年，不仅不可能禁售燃油车，而且两条赛道将共同发力。</p>\n<p>届时，新能源车企是否依然可以不谈设计、功能、动力能耗，依然执着地去比较算力高低、雷达多少、续航长短？</p>\n<p>亿欧汽车曾将我国新能源汽车市场比喻成 “哑铃型”而非“纺锤型”。</p>\n<p>Autocarweekly的统计数据也支持了这一观点，今年的1-8月，5万以下车型中新能源汽车的渗透率达到了78.1%。<b>这也能反映出新能源汽车的保值困境：买低端的跌了不心疼，买高端的抗跌能力强。</b></p>\n<p>这终究不是一个行业应有的状态。</p>\n<p>中端市场的空缺巨大，意味着一个重要的消费群体保持着质疑和回避，也意味着新能源汽车消费的“繁荣”景象更像是一场泡沫。</p>\n<p>技术远未真正普及，脱虚向实才是行业的尽头。</p>","source":"lsy1568026953927","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>造车新势力的“阴阳”面</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造车新势力的“阴阳”面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 15:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/4FpYieMIslheMmrYt9gIkA><strong>银杏财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>脱虚向实才是行业的尽头。\n\n\n“你站在桥上看风景，看风景人在楼上看你。明月装饰了你的窗子，你装饰了别人的梦。”\n新月派诗人卞之琳有一首现代诗叫《断章》，估计多数人都读过，诗中既蕴含了朦胧的美感，又道出了“世间万物相互依存、主客体相对”的哲思。\n这是属于新文化运动时期的浪漫，但这样的视角放到一个高度依赖信息化数据管理的时代，却有些细思极恐。\n无所不在的互联网，为这个时代撒下了“天罗地网”。\n它既为...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/4FpYieMIslheMmrYt9gIkA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2937caa117637f48b17beff7360564f","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/4FpYieMIslheMmrYt9gIkA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120697035","content_text":"脱虚向实才是行业的尽头。\n\n\n“你站在桥上看风景，看风景人在楼上看你。明月装饰了你的窗子，你装饰了别人的梦。”\n新月派诗人卞之琳有一首现代诗叫《断章》，估计多数人都读过，诗中既蕴含了朦胧的美感，又道出了“世间万物相互依存、主客体相对”的哲思。\n这是属于新文化运动时期的浪漫，但这样的视角放到一个高度依赖信息化数据管理的时代，却有些细思极恐。\n无所不在的互联网，为这个时代撒下了“天罗地网”。\n它既为社会的高速发展提供了基建，创造出大量财富，也摧毁着主客体之间的信任，将用户推向了被无限凝视的深渊。\n几天前，小鹏汽车就因为在半年内违规采集超过43万张人脸照而登上热搜。然而放眼整个大出行圈，网络和数据安全的困扰似乎已经成为家常便饭。\n今年上半年，特斯拉利用车中摄像头和传感器收集国内敏感数据的事儿还没个具体说法，央视在“315”又曝光了宝马汽车4S店等商家抓取消费者人脸图像行为。\n而后滴滴因违法收集使用个人信息被下架，紧接着哪吒汽车APP又因个人信息泄露的安全漏洞被通报整改。\n到了下半年，网信办、公安部等五部门联合发文，针对汽车安全数据领域进行史上最强监管，小鹏汽车又出来搞事了。\n究竟是什么样的驱动力，让这些造车新势力在监管日益加强的时期顶风作案？\n或许，相比技术上的漏洞，人性的BUG才是最难修复的。\n新势力的阴阳面\n“我们这边都是这样操作的，如果不这样弄的话，是没有国家补贴的。”\n12月，小鹏汽车的销冠位置还没坐热，就遭到了骗补的质疑。可能不知有拍摄镜头，南京小鹏汽车销售服务有限公司景枫店的销售主管李先生，才说出了大实话。\n\n小鹏汽车接二连三地掉入舆论漩涡，恍惚间，让人有一种“穿越时空”的错觉。\n时间倒退回至两年前的盛夏7月，北京、广州等地数百位小鹏汽车车主，聚集在小鹏汽车总部外要求退车。\n虚报价格骗补、里程虚标、安全隐患（刹车失灵）是车主为小鹏汽车总结的三宗罪。\n有用户曾将不同车型补贴前后价格进行了对比，认为2019款G3根本不值20多万。\n而针对电池每次只能充到电池总量的90%以及G3车主遭遇刹车失灵等问题，一位车友透露，小鹏曾进行过一批隐性召回。\n话说是召回，其实就是让车主进行系统升级，并且没有发过任何公开声明。\n“以用户为中心”的声音犹在耳边，转眼间，“老鹏友”们的枪口已经齐齐地直对这个曾经让他们盲信的对象。\n小鹏汽车这些年一直喜欢以“务实”的形象示众，定位也是从亲民路线起家。\n就连何小鹏回忆起自己的创业心路，展示的也是内心朴素的情感：想要做一些事情证明给儿子看。\n但反复爆出的问题和甩不完的锅，又让人感觉小鹏汽车似乎与这种形象大相径庭。\n违规采集人脸事件曝光后，小鹏汽车又迅速找到了转移矛盾的焦点，将问题推给了第三方供应商，理由为“误采购”。\n小鹏汽车运气倒是很不错，近几日王力宏、薇娅等人的新一轮热点密集轰炸，外界对小鹏汽车的质疑声很快被弱化。\n之前何小鹏被媒体评为“风波拆解人”，提升公关能力，或许是何小鹏在拆解了所有问题之后，得到的最佳解题思路。\n这倒也符合绝大多数企业利益至上的惯性价值观，连如此“老实”的小鹏都如此，其它车企又会是怎样的局面？\n其实包括特斯拉在内，各家都存在技术问题，从OTA升级到硬件问题，各种风波频现。\n自然，在一个尚未成熟且依赖政策驱动的市场，行业的“成长”即是正义，社会假如能给予车企更多容错空间，也能驱使行业反思，向良性的发展。\n这是一个行业都难免要走的路，但各家车企面对问题时的态度，就有些耐人寻味了。\n比如理想汽车在李想的带领下，养出了一幅“真性情”的嘴脸，这种特点对理想汽车的一些拥趸很受用。\n面对频发的“断轴事件”和“水银事件”，李想的“真性情”却发挥在了骂战上，蔚来面对事故的风格则相对委婉，这也跟李斌的个人特色有关。\n蔚来以前常被人们亲切地唤作“国内版特斯拉”，很显然李斌不及马斯克那般具有浓烈的个人风格。\n李斌一直在圈子里营造一种“真诚”的人设，这和马斯克的“科技狂人”形象是不同路线。\n这种“真诚”威力巨大，从“蔚忠贤”、“自蔚队”自动请愿，比蔚来自家公关还贴心，就能窥见一斑。\n像行业“领头羊”特斯拉，把软硬件拆开来卖，轮胎只换不修，有些车主算了一笔账，发现特斯拉换胎成本是电池的10倍。\n特斯拉好歹还算坦荡，马斯克对舆论早已摆出了一幅“I don't care”的嘴脸，被骂“圈钱”也无所谓。\n相比之下，新势力的“阴阳脸”，却是各具特色。\n创始人的人设就像硬币的一体两面，一边展示着品牌的高光和亮点，一边纵容这品牌的逃避和推诿。\n当“沙丁鱼”活了下来\n沙丁鱼是一种懒惰的鱼类，由于不爱运动，被捕捞上岸后，很快就会窒息而死。\n爱吃沙丁鱼的挪威人为了延长它们的寿命，喜欢在鱼槽里放一条鲶鱼，因为异类的加入，沙丁鱼因为感到紧张往往会加速游动，焕发活力。\n这种通过个体的“中途介入”对群体起到竞争作用的现象，后来在经济学上被称之为“鲶鱼效应”。\n生物学落到具体的行业中，却可能朝着另外一个方向演化。\n毫无疑问，特斯拉是游向中国市场的一条鲶鱼，但造车新势力却不是鱼槽中的“沙丁鱼”，因为沙丁鱼是向死而生的，而新势力要活下去，却必须做“永动机”。\n为了激活一堆紧盯着补贴的“懒鱼”，特斯拉享受到了前无古人的入华红利。\n特斯拉不仅成为我国改开以来的第一家外资独资汽车制造商，也是新中国成立至今以来的第一家外资独资车企。\n\n有了“鲶鱼”的存在，产业链成本不断压缩，汰弱留强，对行业原本是好事，可“围猎”特斯拉所带来的过度竞争，又在侧面加剧了行业的内卷。\n今年10月，一位程序员出身的欧拉好猫车主，亲自动手“刷机”接入车机系统，发现原本在宣传中一直被欧拉当作卖点的高通8核骁龙SA8155P车载处理芯片，被“狸猫换太子”。\n伴随着舆论的发酵和央视财经频道的点名，欧拉汽车也提出了后续的服务赔偿方案，却对于替换高通芯片一事只字未提，\n这很好理解，替换便意味着厂商要把欧拉的车机系统重新开发一遍，这代价实在太大。\n缺芯给企业带来的市场波动是直观的，但欧拉的“芯片门”同样也反应出了行业的内卷。\n在销量榜的角逐下，电动车企对产品和技术投入的精力越来越少，在营销上的投入则是越来越多。\n营销上的内卷，早已是你死我活，从创始人的话术可窥见一二。\n马斯克抛出了“自家的新能源汽车安全系数是传统汽车的10倍”的母命题，很快新势力就跟着写了作文。\n何小鹏表示小鹏汽车的自动驾驶技术是“国内最好的”，李想也表示理想汽车的自动驾驶技术“明年就可以与特斯拉媲美”。、\n蔚来效仿的则是特斯拉的“饭圈文化”，走 “高端人群自我价值认同”路线。\n李斌一直给用户灌输的是：买蔚来，不只是买一辆车，而是买一张通往新的生活方式的门票。\n且不论进入蔚来EPclub的门槛是多么高贵，光是声色犬马的社群氛围，就能给人一种“人上人”的感觉。\n跟风特斯拉同样也会带来负面效应。\n今年8月，蔚来车主因自动驾驶技术问题发生交通事故不幸逝世。同一天，小鹏门店的销售人员为准客户展示ACC自动跟车功能时，也意外撞上前方路口等红灯的丰田锐志。\n特斯拉作为最早为自动驾驶摇旗呐喊的一家，被拉出来示众，股价大跌。\n国内车企们则问讯将官网上的“高级自动驾驶系统”字眼做了润色，理想加了“辅助”二字；小鹏则改成“智能辅助”，以图挽回一点尊严。\n\n特斯拉成为了营销上的风向标，但在一些核心技术上又容易变成集体绕行的“堡垒”。比如在感知层技术路线上，大部分车企都站在了马斯克的对立面。\n像今年爆火的激光雷达，就是马斯克坚决反对搭载的，他将其称之为“只有傻瓜才会用”的东西。\n激光雷达可以充当车的眼睛，可决定车的智能化水平的，还得靠AI算法和软件能力。现实的情况却是，大多数车企的软件能力跟不上，只好靠硬件“堆料”，软件系统则借助外力。\n在这个赛道里，只有极少数玩家在全栈自研。\n对消费者来说，想要电动车不断OTA在线升级，如果软件能力不够，则意味着系统更新迭代的速度会很慢。\n这就像前些年买了乐视电视的用户，虽然电视依然可以使用，能享受到的内容却很有限。\n新能源车企的另一个内卷方向，就是“堆料”。\n在电动机的加持下，消费者不再需要为动力性能买单，往智能化上“堆料”就成了厂家的新的军备竞赛。\n这也出现了一个新问题，功能体验同质化，让汽车作为动力工具的魅力逐渐消失。\n之所以放入特斯拉这条“鲶鱼”，是为了让新能源汽车进入一个百花齐放的时代。\n但愿活下来的“沙丁鱼”，不要让“四个轮子上的ipad”这种戏言变成现实。\n脱虚向实才是行业的尽头\n自然，抛开特斯拉，今年新势力们大多都可以在销量上领个进步奖。\n据乘联会11月发布的销量报告显示，2021年1-10月中国新能源乘用车批发238.1万辆，新能源车零售213.9万辆，均实现同比增长两倍左右。\n\n相比于汽车行业对各家品牌新能源车销量的关注，实际上社会各界对它们却有着更多的期待。\n在投资者眼中，他们更关心的是这些车是否面向未来，有没有走在智能化赛道里。\n今天大多数的新能源汽车，都还只是初步的电动化，大家都还处在拿着旧地图寻找新世界的阶段。\n所以智能车在供给端和需求侧的反响差异巨大。\n在供给侧，政策早已把人工智能提到空前高度，一些车企也开始积极投放带有辅助驾驶功能的产品。\n但在需求侧，很多消费者对于智能化的驾驶功能却并不“感冒”。\n辅助驾驶功能的使用频率过低，是难以让消费者掏腰包的主要原因，而智能车始终难以补完的安全漏洞和脆弱的用车环境，也正在成为一个考量因素。\n消费者更关注的是眼前的硬性需求，比如前文提到的OTA在线升级等伴随汽车使用周期的软件服务是否能够稳定提供，比如二手车价格什么时候能够上得去。\n新能源车企还肩负着社会责任，除了引领整个行业走向正规，如何正确地使用宝贵的数据资源，也任重道远。\n网络连接汽车、大数据驱动汽车，新势力是极度依赖用户数字化运营的商业群体，大量数据对于技术迭代和用户体验的价值不可替代。\n而数据资源运用不当很容易产生重度“污染”，这类风险一方面来自于软件被动产生的漏洞。\n汽车网关、充电系统，乃至智能钥匙、数据钥匙、APP，外部进程的通信接口……这些都有可能成为风险的入口。\n另一方面则来自于车企有意识的主动采集。\n比如车企采集人脸信息可以对面部数据进行识别计算，以此进行门店的客流统计和客流分析，包括进店人数统计、男女比例、年龄分析等。\n商业模式制约了新能源车企在智能端“大跃进”式的发展，而几乎可以预见的是，在不久的将来，燃油车一定也会开发自动驾驶功能。\n去年，国家新能源汽车创新工程项目专家组组长王秉刚在发布《2.0版节能与新能源汽车技术路线图》时总结道：不建议制定禁止燃油车的时间表，不主张在中国提出禁燃的口号，今后15年内我国节能汽车与新能源汽车并行发展，到2035年各占50%。\n国家不再一味地追求纯电动车代替燃油车，未来15年，不仅不可能禁售燃油车，而且两条赛道将共同发力。\n届时，新能源车企是否依然可以不谈设计、功能、动力能耗，依然执着地去比较算力高低、雷达多少、续航长短？\n亿欧汽车曾将我国新能源汽车市场比喻成 “哑铃型”而非“纺锤型”。\nAutocarweekly的统计数据也支持了这一观点，今年的1-8月，5万以下车型中新能源汽车的渗透率达到了78.1%。这也能反映出新能源汽车的保值困境：买低端的跌了不心疼，买高端的抗跌能力强。\n这终究不是一个行业应有的状态。\n中端市场的空缺巨大，意味着一个重要的消费群体保持着质疑和回避，也意味着新能源汽车消费的“繁荣”景象更像是一场泡沫。\n技术远未真正普及，脱虚向实才是行业的尽头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607495000,"gmtCreate":1639575696613,"gmtModify":1639575696722,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"好的","listText":"好的","text":"好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607495000","repostId":"2191950300","repostType":4,"repost":{"id":"2191950300","kind":"news","pubTimestamp":1639573511,"share":"https://www.laohu8.com/m/news/2191950300?lang=&edition=full","pubTime":"2021-12-15 21:05","market":"us","language":"zh","title":"12月利率会议前美股波动性加强，美联储会发出哪些信号","url":"https://stock-news.laohu8.com/highlight/detail?id=2191950300","media":"智通财经","summary":"两周前，美联储主席鲍威尔(Jerome Powell) 曾表示，美联储正在考虑加快结束其经济刺激计划。对于那些花了近两年时间在一个不可错过的市场上游弋的股票交易员而言，这是令人意外的，前路开始变得坎坷","content":"<p>两周前，美联储主席鲍威尔(Jerome Powell) 曾表示，美联储正在考虑加快结束其经济刺激计划。对于那些花了近两年时间在一个不可错过的市场上游弋的股票交易员而言，这是令人意外的，前路开始变得坎坷起来。</p>\n<p>由于对未来政策的焦虑和迅速蔓延的Omicron变种，主要平均指数波动更大。虽然逢低买入的买家们限制了整体损失，但市场的不安情绪越来越严重。纳斯达克100指数在过去13个交易日下跌了7次，每次跌幅都超过了1%。</p>\n<p>追踪“MEME股”的Roundhill MEME ETF自上周三上市以来每个交易日都在下跌，目前已累计跌了13%。此外，一只追踪新上市公司的基金12月以来下跌了11%，一项特殊目的收购公司(SPAC)指数则下跌了8%。而比特币较1个月前的历史高点跌去了约30%。</p>\n<p><img src=\"https://static.tigerbbs.com/fb6c190ea9a016b1bdf3ef8aa665e6d5\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p>\n<p>在美联储今年最后一次利率会议的前一天，波动性在周二得到了充分体现。纳斯达克100指数一度跌超2%，并在最后一小时的交易中抹去了一半以上的跌幅。通胀也正在升温，这导致股市中一部分高估值的股票出现下跌。</p>\n<p>去年疫情期间获益颇丰的公司是今年最大的输家之一。Peloton股价2021年以来下跌了70%以上，<a href=\"https://laohu8.com/S/ZM\">Zoom</a>则跌了约50%，Lemonade和<a href=\"https://laohu8.com/S/Z\">Zillow</a>的跌幅也在50%。</p>\n<p>在公布利率决议后，鲍威尔将召开新闻发布会。咨询公司Advisors Capital Management合伙人JoAnne Feeney表示：“鲍威尔的主要关注点将是让市场相信，美联储拥有降低通胀的工具，而发出加快缩减购债规模的信号将是一个关键因素。</p>\n<p>不过，鲍威尔也将试图让投资者相信，此举不会危及生产和实体经济活动的进一步复苏，他可能会援引就业和供应链瓶颈的一些改善来支持这一观点。美联储需要采取积极行动扭转通胀趋势，以确保维持其信誉。”</p>\n<p>MetLife Investment Management首席市场策略师Drew Matus则表示：“我想看看联邦基准利率的变化。我认为美联储将发出信号，在2022年加息不止一次。”</p>\n<p><a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>高级投资研究专家Kevin Gordon称：“我们正在接近一个非常关键的点。在第一季度和第二季度的通胀前景更加明朗之前，情况可能不会像现在这样明朗。”</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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\">\n12月利率会议前美股波动性加强，美联储会发出哪些信号\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/622181.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两周前，美联储主席鲍威尔(Jerome Powell) 曾表示，美联储正在考虑加快结束其经济刺激计划。对于那些花了近两年时间在一个不可错过的市场上游弋的股票交易员而言，这是令人意外的，前路开始变得坎坷起来。\n由于对未来政策的焦虑和迅速蔓延的Omicron变种，主要平均指数波动更大。虽然逢低买入的买家们限制了整体损失，但市场的不安情绪越来越严重。纳斯达克100指数在过去13个交易日下跌了7次，每次...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/622181.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","SSO":"两倍做多标普500ETF","DOG":"道指反向ETF","TVIX":"二倍做多VIX波动率指数短期期权ETN","QQQ":"纳指100ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 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ETF自上周三上市以来每个交易日都在下跌，目前已累计跌了13%。此外，一只追踪新上市公司的基金12月以来下跌了11%，一项特殊目的收购公司(SPAC)指数则下跌了8%。而比特币较1个月前的历史高点跌去了约30%。\n\n在美联储今年最后一次利率会议的前一天，波动性在周二得到了充分体现。纳斯达克100指数一度跌超2%，并在最后一小时的交易中抹去了一半以上的跌幅。通胀也正在升温，这导致股市中一部分高估值的股票出现下跌。\n去年疫情期间获益颇丰的公司是今年最大的输家之一。Peloton股价2021年以来下跌了70%以上，Zoom则跌了约50%，Lemonade和Zillow的跌幅也在50%。\n在公布利率决议后，鲍威尔将召开新闻发布会。咨询公司Advisors Capital Management合伙人JoAnne Feeney表示：“鲍威尔的主要关注点将是让市场相信，美联储拥有降低通胀的工具，而发出加快缩减购债规模的信号将是一个关键因素。\n不过，鲍威尔也将试图让投资者相信，此举不会危及生产和实体经济活动的进一步复苏，他可能会援引就业和供应链瓶颈的一些改善来支持这一观点。美联储需要采取积极行动扭转通胀趋势，以确保维持其信誉。”\nMetLife Investment Management首席市场策略师Drew Matus则表示：“我想看看联邦基准利率的变化。我认为美联储将发出信号，在2022年加息不止一次。”\n嘉信理财高级投资研究专家Kevin Gordon称：“我们正在接近一个非常关键的点。在第一季度和第二季度的通胀前景更加明朗之前，情况可能不会像现在这样明朗。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607496217,"gmtCreate":1639575592797,"gmtModify":1639575592921,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607496217","repostId":"1127826809","repostType":4,"repost":{"id":"1127826809","kind":"news","pubTimestamp":1639572915,"share":"https://www.laohu8.com/m/news/1127826809?lang=&edition=full","pubTime":"2021-12-15 20:55","market":"hk","language":"zh","title":"抖音、快手拼杀短剧","url":"https://stock-news.laohu8.com/highlight/detail?id=1127826809","media":"海克财经","summary":"短剧正在成为抖音快手激烈争夺的新赛道。\n抖音明显加快了在短剧上的布局。自2021年初发布娱乐白皮书提到进军精品短剧的计划，之后连推几部专业影视公司制作的短剧后，抖音又在同年4月开启了新番招募计划，而且","content":"<p>短剧正在成为抖音快手激烈争夺的新赛道。</p>\n<p>抖音明显加快了在短剧上的布局。自2021年初发布娱乐白皮书提到进军精品短剧的计划，之后连推几部专业影视公司制作的短剧后，抖音又在同年4月开启了新番招募计划，而且仅仅过了两个月就再次升级了这一计划，到了11月底，抖音开始测试短剧付费功能，这些动作都在表明抖音越来越重视短剧在其内容生态中的作用。</p>\n<p>快手的步伐也在变得更快。仅以2021年为例，快手频繁发布短剧数据报告，把星芒计划升级成了扶持范围更大但准入门槛更高的星芒短剧，同时对外披露了接下去短剧制作的精品化方向。</p>\n<p>快手短剧运营负责人于轲11月初接受骨朵影视采访时透露，快手星芒短剧90后、00后年轻观众占比已超过70%，其中女性观众超过68%。考虑到目前抖音快手两家短视频平台短剧出品题材相似，多为甜宠、重生、古风，双方所要拉拢的大体是同一人群，而这一人群同时也是广义短视频内容的重要用户。</p>\n<p>据市场调研机构QuestMobile数据，2021年1月，移动互联网女性用户规模已达5.47亿，25-35岁女性对短视频使用最为突出，月人均使用时长已超50小时。但同时需要看到，短视频平台流量增速相较以往已大幅放缓，行业已进入存量竞争时代，CNNIC、Mob研究院等多家机构2020年底以来基于各自监测数据所作的研究报告都清晰无误地指向了这一点。</p>\n<p>抖音快手加码短剧与之紧密相关。围绕用户需求做延展，提高他们的使用频率和使用时长，把黏性进一步拉起来，这对抖音快手来说是比撒钱营销式破圈拉新更为有效的对策，而短剧已被证明了在这其中的价值。</p>\n<p>以快手2021年10月4日上线、11月16日完结的热剧《你的眼睛，我的世界》为例。该剧每集2分钟左右，共22集，截至海克财经本文发稿，其累计播放量已达3.5亿，平均单集播放量超1500万，大量用户在追剧之余留下了颇为热烈的赞评。</p>\n<p>现在看，如果短剧类别丰富供给充足，其对平台日活会有很大帮助。快手多次在财报中提及平台短剧日活的增长，11月23日发布的2021年第三季度财报显示，其短剧日活已达2.3亿。抖音尽管没有披露该项数据，但因其有着更大日活基数而多被认为只会比快手更高。</p>\n<p>快手近来无论是在商业生态拓展层面还是内部组织的效率及稳定性层面都被感受到了巨大压力，在多项业务被指推进不力的情况下，它还能怎么闪转腾挪进而冲到高处，投资者和普通大众都在盯着看。</p>\n<p>抖音也并不轻松。据上证报等多家媒体报道，字节跳动在11月18日召开的商业化产品部全员大会上称，其国内广告收入过去半年停止增长，这是其2013年商业化战略开启以来首次出现此等状况，而作为字节跳动现金牛的抖音亦在停止增长之列。</p>\n<p><img src=\"https://static.tigerbbs.com/9456b4801d01181e0f2d2c96174e8fed\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>在这之前16天即2021年11月2日，接班张一鸣全面掌舵字节跳动的梁汝波发内部信宣布组织架构调整，业务线BU化，成立了六大业务板块，抖音战斗半径大了许多，它把头条、西瓜、搜索、百科、国内垂直服务业务等也装了进去。该调整除了显而易见的战略收缩，亦可见其商业突破的意图。</p>\n<p>抖音快手都在寻找好用的工具，以凿开当前瓶颈期重重障碍，而短剧已被派上用场。</p>\n<p><b>快手抢跑</b></p>\n<p>因为早期流量分配机制不同，快手和抖音长出了截然不同的内容生态。它们的一个重要区别是，快手注重私域流量，出现了众多网红大V、家族势力，也出现了“老铁”“家人”这些昵称；抖音则更注重内容消费端，网红大V较难持续获得抖音流量，这也导致网红圈出现一种说法，那就是，铁打的抖音，流水的网红。</p>\n<p>快手网红和老铁之间的黏性相对更强，这让快手网红做电商、直播、短剧时，相对更容易获得受众关注。短剧作者就是这样在快手开始野蛮生长的。</p>\n<p>用户自己拍的农村搞笑段子是快手早期短剧重要题材。2017年1月，雪姐在快手上发布了最早的搞笑段子，讲的是，儿媳妇给婆婆梳头时不慎梳下了她的假发套，前额没有头发的场景迎来围观群众一片爆笑，这个简单到只有一个场景的段子如今已有9.4万点赞。雪姐后来大量发布类似搞笑段子，而且出现了将段子系列化的倾向——2018年6月，雪姐发出《农村囧事》系列短剧第一集，此后一直更新，现已更新至140集。</p>\n<p>龙二，快手男性向作品头部作者，以拍摄社会、生活题材知名，最早发布段子也是在2017年。2020年，龙二开始拍《知行合一》短剧合辑，该剧现已更新至412集，总播放量超20亿，是快手小剧场大力展示的短剧内容之一。据海克财经观察，龙二在抖音也有账号，不过这类讲述社会冷暖、男人心声的连载故事在抖音并不太受欢迎，点赞量普遍只有几百。</p>\n<p>快手具备类似经历的创作者还有浮生当铺、奇妙博物馆，他们分别于2019年1月和2019年12月发布了自己的第一集故事，然后不断更新至今。</p>\n<p>快手上最为知名的从拍短片到拍短剧的作者要属古风类创作者御儿。御儿在抖音快手也是都有账号，她在快手有粉丝1886万，比抖音多了700多万。</p>\n<p>以御儿为例。御儿最早发布古风类短视频是在2018年1月，当时既已收获不少网友好评，她受到激励持续创作。最初，她的视频仅为展示性质，慢慢地，她开始在一两分钟的时长框架里演起了剧情独立的小短剧。2018年9月底，御儿发布了自己的第一部短剧连续剧，故事分4集讲述，每集两三分钟。再后来，她发布的内容就多是带剧情的连续短剧了。</p>\n<p>2019年6月，时任快手CEO宿华发布内部信，称要在2020年春节前实现3亿日活，快手就此告别佛系、打响了3亿DAU之战。指令传达到了各具体业务。快手相继在内容生产、分成模式、激活生态等各方面做出安排，其中就包括发展短剧。2019年9月，快手推出了小剧场栏目。</p>\n<p><img src=\"https://static.tigerbbs.com/cf13d44a66ec2ef130137aa102eaecc5\" tg-width=\"550\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n<p>快手在短剧上的先发优势已有所体现。</p>\n<p>2020年4月，快手和趣头条旗下免费阅读平台米读合作的第一部竖屏短剧《权宠刁妃》上线，主演即是上文提到的御儿。在这部剧之前，御儿在两个平台同步更新作品，如《人鱼村庄》均发布于2019年9月12日，《乞丐王妃》均发布于2020年3月4日，其中，《人鱼村庄》在抖音的合辑播放量达2.9亿，快手则只有1.5亿。但《权》一剧打破了这种同步发行局面——抖音发布日期晚于快手三日，播放量更是相差悬殊，此后御儿新作未继续在抖音更新。</p>\n<p>在快手快马加鞭开发短剧时，抖音把更多注意力投向了传统经典娱乐类型。2020年，抖音的野心在院线大电影、综艺上。这和抖音深入娱乐产业的程度有关。彼时抖音已成为不少院线片的宣发阵地，而抖音自身也想逐渐以投资合作的方式深入到产业之中去。</p>\n<p>2020年3月，日活破4亿之际，抖音宣布电影《囧妈》在字节系APP独家免费上线。而在同年7月和同年12月，抖音又相继推出了两档自制综艺，以长视频的方式打造影视平台的想法浮出水面。</p>\n<p>抖音的注意力完全转到竖屏短剧上是在2021年初，至此快手短剧最强劲的对手才真的来了。</p>\n<p><b>抖音跟上</b></p>\n<p>在快手于2020年底张罗着给平台上的短剧作者颁奖时，抖音已进入这一赛道，开始试水网文改编。在这一阶段，抖音较为知名的一部作品是根据番茄小说热门网文改编的短剧《当影后有了读心术》，它属于IP影视化的传统重生类题材。</p>\n<p>尽管之前也有一些短剧扶持项目，如2020年初推出过的“百亿剧好看计划”，但抖音正式宣布进军短剧制作，始于2021年初，这一计划被放到了2021年1月发布的《抖音娱乐白皮书》其中一页。此时，抖音更多还是以文娱内容产品的视角来看待短剧，把它归到了抖音自制影视网综内容计划的一部分。</p>\n<p>从白皮书中提到的，要和知名影视机构合作精品短剧的目标，以及最初几部短剧的演员阵容来看，抖音打算在较晚参与竞争的态势下，以几部当头炮作品打响抖音短剧名头。</p>\n<p>和当时短剧热衷拍摄流行网文题材不同，抖音于2021年1月出品的《做梦吧！晶晶》讲述的是一个更偏向大多数女性用户的恋爱喜剧题材，由金靖主演，包括陈赫、汪东城、李佳琦等多位男星出演。在豆瓣上，超过3000多人给出了6.1分的评价。这算得上一部在豆瓣用户中较有影响力的网络短剧了，要知道，多数短剧可能连个条目都没有。</p>\n<p>知名影视机构创作，明星人气加持，抖音大张旗鼓宣发的头几部精品短剧都是这一类型，题材上较少有网文热衷的一类。如《男翔技校》邀请了关晓彤出演，《别怕,恋爱吧》的监制是拍摄过《前任攻略》系列电影的导演田羽生。</p>\n<p>当抖音花大气力推这几部短剧时，快手立足于网文IP+平台网红模式探索短剧的道路有了亮眼战绩。</p>\n<p>2018年夏天，“热心市民李璐璐”迎来玩短视频以来最多粉丝量的时刻，400万。但之后事业遭遇挫折，她失去了自己这第一个账号。决定从头再来时，她选择了在快手拍短剧出道，起网名“一只璐”，第一部作品涨粉100万。2021年2月《这个男主有点冷》播出，由于在剧中饰演角色妩媚讨喜的女主角，她自述涨粉超500万。</p>\n<p>《这个男主有点冷》改编自番茄小说上热门的快穿小说，讲述了一个集复仇、霸总等多种元素的穿越故事，男女主演都是快手网红。由于二位演员颜值在线，演出了CP感，这部剧成功带动了上头姐妹们在各大社交媒体嗑糖。截至海克财经本文发稿，该剧在快手上已有10.3亿播放量。</p>\n<p>2021年4月，抖音自上而下出品短剧的策略有了变化，它发布了短剧新番计划，开始面向MCN和个人创作者招募短剧，同时提供现金奖励和流量扶持。仅两个月后，2021年6月10日，抖音又将这一计划进行了大规模升级，它试图从各方面吸引抖音网红、制作机构加入。</p>\n<p><img src=\"https://static.tigerbbs.com/0682668f5889b853fab48f748eb65d5e\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>或许是个巧合，也或许不是，抖音为此召开发布会的时间晚于快手仅两日——快手6月8日举办了一个有关短剧的沙龙。而就在新番计划前脚升级，抖音又后脚推出了短剧“千万爆款剧乐部”计划，抖音对平台出现高流量爆款短剧的渴求已无需多言。</p>\n<p>2021年8月，抖音接连推出《恶女的告白》《柳龙庭传》等短剧，其中，《恶女的告白》一剧播放量为7.8亿，《柳龙庭传》为4.7亿，抖音网红+流行题材的爆款计划亦已开花结果。</p>\n<p>值得特别提到的是，《恶女的告白》女主演同时也是快手网红，她在快手有粉丝1991万；《柳龙庭传》男女主演是夫妻，同样在快手耕耘，而且他们之前也有不少作品发布于快手。</p>\n<p>可见，在争抢用户之前，抖音快手首先要比拼的是争抢网红的能力。</p>\n<p><b>筹谋更多</b></p>\n<p>姜十七，抖音快手双平台网红，她的最早一条抖音作品发布于2019年11月，其最早一条快手作品发布于2019年12月。姜十七的作品主要是讲述情感、社会、生活类短剧，她所立的人设是酷飒大女主，主要受众为年轻女性观众。姜十七正是上文所述抖音爆款剧《恶女的告白》女主演。</p>\n<p>《恶女的告白》这一剧集在开发上贴合了姜十七以往创作内容的风格，走的是野蛮女友式的大女主向剧情，搭配的男主角也是在以往短剧中已和姜十七有过多次感情戏合作的演员。</p>\n<p>《柳龙庭传》采取的也是同样的策略。在以往的短剧中，这位男主演通常以蛇男的身份存在，《柳》延续了这一设定；和他搭档的女主角也固定由他的妻子饰演，《柳》可谓是对二人以往作品的一次网剧式升级。</p>\n<p>相较抖音此前出品的《做梦吧！晶晶》等，《恶女的告白》《柳龙庭传》这类剧在出品策略上大为不同。后者关注抖音网红已有的人物类型设定，在这一基础上去开发剧情。这样做的好处是，网红已有大量粉丝基础，而且粉丝对类似题材接受度高，作品起量快；而通过剧集涨粉后，网红也更容易和平台持续合作，在平台生态里向上生长。</p>\n<p><img src=\"https://static.tigerbbs.com/94f6241a74b20cbf3e06850460947179\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p>\n<p>合作并非只涉及短剧。</p>\n<p>据海克财经观察，目前不少靠着短剧在抖音快手走红的演员早已在平台上开展起了多项事业。例如古风作者御儿已经有了自己的美妆品牌，而且经常会在直播间里介绍自己演剧时的妆容，并进行带货。一只璐也有自己的品牌，直播间带货、和男主直播炒CP，已属她日常营业范畴。</p>\n<p>短剧演员并不一定需要跃迁为网剧、电影演员，在明星纷纷都来短视频平台营业包括直播带货的当下，他们已有在平台生存的粉丝基础和创作技巧，可实现在平台内继续开发自己的各项事业。从这一点来说，短剧这个新兴产业有着独特的商业优势，而平台能够为短剧创作者提供怎样的变现能力至关重要，其中包括广告、商演、电商等。</p>\n<p>短剧在内容之外，还能为短视频平台创造更多。</p>\n<p>姗姗（化名），女，25岁，在南昌一家商场上班，平时中午会在商场负一楼吃上一碗拌粉，或者辣椒肉盖饭。多数时候她自己一个人吃午饭，短暂间隙，姗姗会打开快手上的小剧场，边刷剧边吃饭，打发独自进餐的无聊时光。</p>\n<p>“中午时间挺短的，吃个一二十来分钟就要上班了，以前都是刷微博玩，有次看了个小视频，有点上头，男女主演也长得不错，结果点着就跑去下载快手看了起来。”姗姗如此和海克财经描述自己与短剧《这个男主不太冷》的相遇。</p>\n<p>在这之前，姗姗不玩快手，只看抖音。她说，在养成了看短剧的习惯之后，她又在快手看了不少这类甜宠剧、重生剧，都是等剧养肥了再看，每次午饭能刷个四五集。</p>\n<p>像姗姗这类因为追剧专门跑去下载或重新打开短视频应用的用户不在少数。快手和抖音通过短剧不仅提高了既有用户的社区活跃度，也同时吸引到了一定规模的新用户。时下它已成为抖音快手看起来都颇好用的工具。</p>\n<p>起点有所不同，去向相差不多，抖音快手发力短剧，既是日活之战，又是解局所需。而现在只是刚刚开始。</p>","source":"lsy1578307196656","collect":0,"html":"<!DOCTYPE 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}\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抖音、快手拼杀短剧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 20:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-12-15/doc-ikyamrmy9175566.shtml><strong>海克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>短剧正在成为抖音快手激烈争夺的新赛道。\n抖音明显加快了在短剧上的布局。自2021年初发布娱乐白皮书提到进军精品短剧的计划，之后连推几部专业影视公司制作的短剧后，抖音又在同年4月开启了新番招募计划，而且仅仅过了两个月就再次升级了这一计划，到了11月底，抖音开始测试短剧付费功能，这些动作都在表明抖音越来越重视短剧在其内容生态中的作用。\n快手的步伐也在变得更快。仅以2021年为例，快手频繁发布短剧数据...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-12-15/doc-ikyamrmy9175566.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/9477ca1dfa78edebfc6d16612bc56795","relate_stocks":{"01024":"快手-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-12-15/doc-ikyamrmy9175566.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127826809","content_text":"短剧正在成为抖音快手激烈争夺的新赛道。\n抖音明显加快了在短剧上的布局。自2021年初发布娱乐白皮书提到进军精品短剧的计划，之后连推几部专业影视公司制作的短剧后，抖音又在同年4月开启了新番招募计划，而且仅仅过了两个月就再次升级了这一计划，到了11月底，抖音开始测试短剧付费功能，这些动作都在表明抖音越来越重视短剧在其内容生态中的作用。\n快手的步伐也在变得更快。仅以2021年为例，快手频繁发布短剧数据报告，把星芒计划升级成了扶持范围更大但准入门槛更高的星芒短剧，同时对外披露了接下去短剧制作的精品化方向。\n快手短剧运营负责人于轲11月初接受骨朵影视采访时透露，快手星芒短剧90后、00后年轻观众占比已超过70%，其中女性观众超过68%。考虑到目前抖音快手两家短视频平台短剧出品题材相似，多为甜宠、重生、古风，双方所要拉拢的大体是同一人群，而这一人群同时也是广义短视频内容的重要用户。\n据市场调研机构QuestMobile数据，2021年1月，移动互联网女性用户规模已达5.47亿，25-35岁女性对短视频使用最为突出，月人均使用时长已超50小时。但同时需要看到，短视频平台流量增速相较以往已大幅放缓，行业已进入存量竞争时代，CNNIC、Mob研究院等多家机构2020年底以来基于各自监测数据所作的研究报告都清晰无误地指向了这一点。\n抖音快手加码短剧与之紧密相关。围绕用户需求做延展，提高他们的使用频率和使用时长，把黏性进一步拉起来，这对抖音快手来说是比撒钱营销式破圈拉新更为有效的对策，而短剧已被证明了在这其中的价值。\n以快手2021年10月4日上线、11月16日完结的热剧《你的眼睛，我的世界》为例。该剧每集2分钟左右，共22集，截至海克财经本文发稿，其累计播放量已达3.5亿，平均单集播放量超1500万，大量用户在追剧之余留下了颇为热烈的赞评。\n现在看，如果短剧类别丰富供给充足，其对平台日活会有很大帮助。快手多次在财报中提及平台短剧日活的增长，11月23日发布的2021年第三季度财报显示，其短剧日活已达2.3亿。抖音尽管没有披露该项数据，但因其有着更大日活基数而多被认为只会比快手更高。\n快手近来无论是在商业生态拓展层面还是内部组织的效率及稳定性层面都被感受到了巨大压力，在多项业务被指推进不力的情况下，它还能怎么闪转腾挪进而冲到高处，投资者和普通大众都在盯着看。\n抖音也并不轻松。据上证报等多家媒体报道，字节跳动在11月18日召开的商业化产品部全员大会上称，其国内广告收入过去半年停止增长，这是其2013年商业化战略开启以来首次出现此等状况，而作为字节跳动现金牛的抖音亦在停止增长之列。\n\n在这之前16天即2021年11月2日，接班张一鸣全面掌舵字节跳动的梁汝波发内部信宣布组织架构调整，业务线BU化，成立了六大业务板块，抖音战斗半径大了许多，它把头条、西瓜、搜索、百科、国内垂直服务业务等也装了进去。该调整除了显而易见的战略收缩，亦可见其商业突破的意图。\n抖音快手都在寻找好用的工具，以凿开当前瓶颈期重重障碍，而短剧已被派上用场。\n快手抢跑\n因为早期流量分配机制不同，快手和抖音长出了截然不同的内容生态。它们的一个重要区别是，快手注重私域流量，出现了众多网红大V、家族势力，也出现了“老铁”“家人”这些昵称；抖音则更注重内容消费端，网红大V较难持续获得抖音流量，这也导致网红圈出现一种说法，那就是，铁打的抖音，流水的网红。\n快手网红和老铁之间的黏性相对更强，这让快手网红做电商、直播、短剧时，相对更容易获得受众关注。短剧作者就是这样在快手开始野蛮生长的。\n用户自己拍的农村搞笑段子是快手早期短剧重要题材。2017年1月，雪姐在快手上发布了最早的搞笑段子，讲的是，儿媳妇给婆婆梳头时不慎梳下了她的假发套，前额没有头发的场景迎来围观群众一片爆笑，这个简单到只有一个场景的段子如今已有9.4万点赞。雪姐后来大量发布类似搞笑段子，而且出现了将段子系列化的倾向——2018年6月，雪姐发出《农村囧事》系列短剧第一集，此后一直更新，现已更新至140集。\n龙二，快手男性向作品头部作者，以拍摄社会、生活题材知名，最早发布段子也是在2017年。2020年，龙二开始拍《知行合一》短剧合辑，该剧现已更新至412集，总播放量超20亿，是快手小剧场大力展示的短剧内容之一。据海克财经观察，龙二在抖音也有账号，不过这类讲述社会冷暖、男人心声的连载故事在抖音并不太受欢迎，点赞量普遍只有几百。\n快手具备类似经历的创作者还有浮生当铺、奇妙博物馆，他们分别于2019年1月和2019年12月发布了自己的第一集故事，然后不断更新至今。\n快手上最为知名的从拍短片到拍短剧的作者要属古风类创作者御儿。御儿在抖音快手也是都有账号，她在快手有粉丝1886万，比抖音多了700多万。\n以御儿为例。御儿最早发布古风类短视频是在2018年1月，当时既已收获不少网友好评，她受到激励持续创作。最初，她的视频仅为展示性质，慢慢地，她开始在一两分钟的时长框架里演起了剧情独立的小短剧。2018年9月底，御儿发布了自己的第一部短剧连续剧，故事分4集讲述，每集两三分钟。再后来，她发布的内容就多是带剧情的连续短剧了。\n2019年6月，时任快手CEO宿华发布内部信，称要在2020年春节前实现3亿日活，快手就此告别佛系、打响了3亿DAU之战。指令传达到了各具体业务。快手相继在内容生产、分成模式、激活生态等各方面做出安排，其中就包括发展短剧。2019年9月，快手推出了小剧场栏目。\n\n快手在短剧上的先发优势已有所体现。\n2020年4月，快手和趣头条旗下免费阅读平台米读合作的第一部竖屏短剧《权宠刁妃》上线，主演即是上文提到的御儿。在这部剧之前，御儿在两个平台同步更新作品，如《人鱼村庄》均发布于2019年9月12日，《乞丐王妃》均发布于2020年3月4日，其中，《人鱼村庄》在抖音的合辑播放量达2.9亿，快手则只有1.5亿。但《权》一剧打破了这种同步发行局面——抖音发布日期晚于快手三日，播放量更是相差悬殊，此后御儿新作未继续在抖音更新。\n在快手快马加鞭开发短剧时，抖音把更多注意力投向了传统经典娱乐类型。2020年，抖音的野心在院线大电影、综艺上。这和抖音深入娱乐产业的程度有关。彼时抖音已成为不少院线片的宣发阵地，而抖音自身也想逐渐以投资合作的方式深入到产业之中去。\n2020年3月，日活破4亿之际，抖音宣布电影《囧妈》在字节系APP独家免费上线。而在同年7月和同年12月，抖音又相继推出了两档自制综艺，以长视频的方式打造影视平台的想法浮出水面。\n抖音的注意力完全转到竖屏短剧上是在2021年初，至此快手短剧最强劲的对手才真的来了。\n抖音跟上\n在快手于2020年底张罗着给平台上的短剧作者颁奖时，抖音已进入这一赛道，开始试水网文改编。在这一阶段，抖音较为知名的一部作品是根据番茄小说热门网文改编的短剧《当影后有了读心术》，它属于IP影视化的传统重生类题材。\n尽管之前也有一些短剧扶持项目，如2020年初推出过的“百亿剧好看计划”，但抖音正式宣布进军短剧制作，始于2021年初，这一计划被放到了2021年1月发布的《抖音娱乐白皮书》其中一页。此时，抖音更多还是以文娱内容产品的视角来看待短剧，把它归到了抖音自制影视网综内容计划的一部分。\n从白皮书中提到的，要和知名影视机构合作精品短剧的目标，以及最初几部短剧的演员阵容来看，抖音打算在较晚参与竞争的态势下，以几部当头炮作品打响抖音短剧名头。\n和当时短剧热衷拍摄流行网文题材不同，抖音于2021年1月出品的《做梦吧！晶晶》讲述的是一个更偏向大多数女性用户的恋爱喜剧题材，由金靖主演，包括陈赫、汪东城、李佳琦等多位男星出演。在豆瓣上，超过3000多人给出了6.1分的评价。这算得上一部在豆瓣用户中较有影响力的网络短剧了，要知道，多数短剧可能连个条目都没有。\n知名影视机构创作，明星人气加持，抖音大张旗鼓宣发的头几部精品短剧都是这一类型，题材上较少有网文热衷的一类。如《男翔技校》邀请了关晓彤出演，《别怕,恋爱吧》的监制是拍摄过《前任攻略》系列电影的导演田羽生。\n当抖音花大气力推这几部短剧时，快手立足于网文IP+平台网红模式探索短剧的道路有了亮眼战绩。\n2018年夏天，“热心市民李璐璐”迎来玩短视频以来最多粉丝量的时刻，400万。但之后事业遭遇挫折，她失去了自己这第一个账号。决定从头再来时，她选择了在快手拍短剧出道，起网名“一只璐”，第一部作品涨粉100万。2021年2月《这个男主有点冷》播出，由于在剧中饰演角色妩媚讨喜的女主角，她自述涨粉超500万。\n《这个男主有点冷》改编自番茄小说上热门的快穿小说，讲述了一个集复仇、霸总等多种元素的穿越故事，男女主演都是快手网红。由于二位演员颜值在线，演出了CP感，这部剧成功带动了上头姐妹们在各大社交媒体嗑糖。截至海克财经本文发稿，该剧在快手上已有10.3亿播放量。\n2021年4月，抖音自上而下出品短剧的策略有了变化，它发布了短剧新番计划，开始面向MCN和个人创作者招募短剧，同时提供现金奖励和流量扶持。仅两个月后，2021年6月10日，抖音又将这一计划进行了大规模升级，它试图从各方面吸引抖音网红、制作机构加入。\n\n或许是个巧合，也或许不是，抖音为此召开发布会的时间晚于快手仅两日——快手6月8日举办了一个有关短剧的沙龙。而就在新番计划前脚升级，抖音又后脚推出了短剧“千万爆款剧乐部”计划，抖音对平台出现高流量爆款短剧的渴求已无需多言。\n2021年8月，抖音接连推出《恶女的告白》《柳龙庭传》等短剧，其中，《恶女的告白》一剧播放量为7.8亿，《柳龙庭传》为4.7亿，抖音网红+流行题材的爆款计划亦已开花结果。\n值得特别提到的是，《恶女的告白》女主演同时也是快手网红，她在快手有粉丝1991万；《柳龙庭传》男女主演是夫妻，同样在快手耕耘，而且他们之前也有不少作品发布于快手。\n可见，在争抢用户之前，抖音快手首先要比拼的是争抢网红的能力。\n筹谋更多\n姜十七，抖音快手双平台网红，她的最早一条抖音作品发布于2019年11月，其最早一条快手作品发布于2019年12月。姜十七的作品主要是讲述情感、社会、生活类短剧，她所立的人设是酷飒大女主，主要受众为年轻女性观众。姜十七正是上文所述抖音爆款剧《恶女的告白》女主演。\n《恶女的告白》这一剧集在开发上贴合了姜十七以往创作内容的风格，走的是野蛮女友式的大女主向剧情，搭配的男主角也是在以往短剧中已和姜十七有过多次感情戏合作的演员。\n《柳龙庭传》采取的也是同样的策略。在以往的短剧中，这位男主演通常以蛇男的身份存在，《柳》延续了这一设定；和他搭档的女主角也固定由他的妻子饰演，《柳》可谓是对二人以往作品的一次网剧式升级。\n相较抖音此前出品的《做梦吧！晶晶》等，《恶女的告白》《柳龙庭传》这类剧在出品策略上大为不同。后者关注抖音网红已有的人物类型设定，在这一基础上去开发剧情。这样做的好处是，网红已有大量粉丝基础，而且粉丝对类似题材接受度高，作品起量快；而通过剧集涨粉后，网红也更容易和平台持续合作，在平台生态里向上生长。\n\n合作并非只涉及短剧。\n据海克财经观察，目前不少靠着短剧在抖音快手走红的演员早已在平台上开展起了多项事业。例如古风作者御儿已经有了自己的美妆品牌，而且经常会在直播间里介绍自己演剧时的妆容，并进行带货。一只璐也有自己的品牌，直播间带货、和男主直播炒CP，已属她日常营业范畴。\n短剧演员并不一定需要跃迁为网剧、电影演员，在明星纷纷都来短视频平台营业包括直播带货的当下，他们已有在平台生存的粉丝基础和创作技巧，可实现在平台内继续开发自己的各项事业。从这一点来说，短剧这个新兴产业有着独特的商业优势，而平台能够为短剧创作者提供怎样的变现能力至关重要，其中包括广告、商演、电商等。\n短剧在内容之外，还能为短视频平台创造更多。\n姗姗（化名），女，25岁，在南昌一家商场上班，平时中午会在商场负一楼吃上一碗拌粉，或者辣椒肉盖饭。多数时候她自己一个人吃午饭，短暂间隙，姗姗会打开快手上的小剧场，边刷剧边吃饭，打发独自进餐的无聊时光。\n“中午时间挺短的，吃个一二十来分钟就要上班了，以前都是刷微博玩，有次看了个小视频，有点上头，男女主演也长得不错，结果点着就跑去下载快手看了起来。”姗姗如此和海克财经描述自己与短剧《这个男主不太冷》的相遇。\n在这之前，姗姗不玩快手，只看抖音。她说，在养成了看短剧的习惯之后，她又在快手看了不少这类甜宠剧、重生剧，都是等剧养肥了再看，每次午饭能刷个四五集。\n像姗姗这类因为追剧专门跑去下载或重新打开短视频应用的用户不在少数。快手和抖音通过短剧不仅提高了既有用户的社区活跃度，也同时吸引到了一定规模的新用户。时下它已成为抖音快手看起来都颇好用的工具。\n起点有所不同，去向相差不多，抖音快手发力短剧，既是日活之战，又是解局所需。而现在只是刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606706556,"gmtCreate":1638925114323,"gmtModify":1638925114460,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"好样的","listText":"好样的","text":"好样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606706556","repostId":"2189674656","repostType":4,"repost":{"id":"2189674656","kind":"highlight","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"hk","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<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>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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：市值突破2.8万亿！苹果股价创历史新高</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{ 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}\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外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</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：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","BK4550":"红杉资本持仓","QID":"纳指两倍做空ETF","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念",".SPX":"S&P 500 Index","OEX":"标普100","BK4551":"寇图资本持仓","BK4118":"综合性资本市场","TQQQ":"纳指三倍做多ETF","SH":"标普500反向ETF","BK4504":"桥水持仓","IVV":"标普500指数ETF","BK4099":"汽车制造商","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","BK4548":"巴美列捷福持仓","QLD":"纳指两倍做多ETF","BK4127":"投资银行业与经纪业","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UBS":"瑞银","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4555":"新能源车","SDOW":"道指三倍做空ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","QQQ":"纳指100ETF","GS":"高盛","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603779967,"gmtCreate":1638456623871,"gmtModify":1638456623871,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603779967","repostId":"2188430596","repostType":4,"repost":{"id":"2188430596","kind":"highlight","pubTimestamp":1638427989,"share":"https://www.laohu8.com/m/news/2188430596?lang=&edition=full","pubTime":"2021-12-02 14:53","market":"us","language":"zh","title":"美股短期或进入“无所适从期”","url":"https://stock-news.laohu8.com/highlight/detail?id=2188430596","media":"智通财经网","summary":"近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从","content":"<p>近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。</p>\n<p><img src=\"https://static.tigerbbs.com/88fdc37fbd292f1e2b5b7204fd3c4f20\" tg-width=\"554\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/fce13e8a12668cd6951d35bc7d058719\" tg-width=\"1017\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p><b>一、市场下跌的原因和担忧背后的逻辑</b></p>\n<p>从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的封锁等应对措施以防止疫情失控，进而对需求和生产都产能新一轮巨大冲击。不过我们注意到市场也有纠结，也在不断的跟随新的信息出现而上下起伏，例如Moderna CEO表示疫苗有效性差而下跌，欧洲CDC发现已有的病例均为轻症而反弹修复。</p>\n<p>不过在这一变化之外，周二美联储主席Powell在国会半年度听证会上意外转鹰的措辞增加了市场的压力，主要原因在于在Omicron病毒本身的一些特性还不是很清晰的情况下，美联储的这一表态使得政策对于疫情的响应函数（reactionfunction）被打乱，<b>市场需要重新评估疫情影响和政策的可能响应方式，预期混乱和未知信息使得市场变得无所适从，只能随着事件和新闻的变化而上下起伏</b>，因此这也是为什么隔夜美国宣布发现首例Omicron病例引发市场担心的主要原因。</p>\n<p>正如我们在12月月报《海外资产配置月报（2021-12）：Omicron的影响路径与政策的反应函数》中分析的，<b>市场目前面临的难点和分歧主要在于已知信息和数据都是后验的而前瞻的信息又存在很大变数</b>。比如10月美国CPI数据超预期创新高以及鲍威尔11月30日有关7~9月Delta疫情影响供应链的表态，其实并没有完全计入从10月初以来能源价格大幅回落以及供应链堵塞（如洛杉矶港口）不再进一步升级甚至边际改善的新变化。但不巧的是，作为新变量的Omicron变种影响短时又难以看清，所以成为了混乱的根源和判断的难点。<b>这里的关键点在于如何理解Omicron疫情的可能影响路径以及美联储政策对此的响应函数（reaction function）。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4dd275b477ef62751627a78192486377\" tg-width=\"717\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>二、Omicron变异的不同情形与政策响应方式：目前还有较多不确定性；疫情影响并非仅在其本身，更多是政策如何应对</b></p>\n<p>目前关于Omicron变异三个主要变量中，已知的信息是其具有一定的高传染性、但是毒性如重症率都还有待确认（目前欧洲和美国发现的案例多数都是轻症），疫苗的有效性也还有待主要药厂进一步的检测结果（《Delta变异能给当前提供什么借鉴？》）。</p>\n<p><img src=\"https://static.tigerbbs.com/51544dffeb0cee32d8cadd5f46dcb665\" tg-width=\"672\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p>根据上述三种情况的不同组合，可能有三种情形，不同情形会决定政策的不同应对方式（如是否对外和对内封锁），而这又会进一步对供给和需求产生不同的影响。</p>\n<p><b>情景一：不形成新一轮的大范围传播，不至于造成供需错配的恶化，甚至在消费需求边际趋弱背景下价格压力可能缓解。</b>如果疫苗相对有效且考虑到目前多国关闭边境的重视程度、未必造成新一轮大范围传播的话，那么就不至于完全逆转9月以来全球疫情整体好转的大方向，进而不至于造成政策重新走向全局性封锁，因此也不至于彻底逆转10月初以来供应链已经边际修复的态势。</p>\n<p><b>情景二：类似于Delta的翻版，在全球形成新一轮大范围传播，但疫苗的及时开发仍能降低死亡率，这在不同市场间会造成分化，也会拖后供应链的修复时间。</b>如果形成了Delta的翻版，那么对以美国为例的主要发达市场而言，对内严格封锁的可能性就不大，因此对需求的扰动可能不大，但自身供给（如码头拥堵和就业意愿）以及外部供给（缺少疫苗保护的新兴市场生产）的扰动仍会存在，相当于将7~9月因Delta疫情升级导致的供应矛盾进一步延长。这会延长价格压力，也可能使政策等待的“耐心”逐步下降，这或许是鲍威尔在听证会上发言意外转鹰所隐含的主要担忧。</p>\n<p><b>情景三：疫情不仅升级，且疫苗保护力不足导致高致死率，全球多数国家或被迫转向全局性封锁，对需求和供给冲击程度都高于Delta。</b>这种情形最为悲观，意味着全球在现有局面下面对新的Omicron都处于无保护的“裸奔”状态，都将不得不在有效疫苗出现前以更为严厉的封锁措施弥补以防止疫情失控。这种情况对供需两端的冲击明显大于Delta升级，不仅将使得风险资产承压，也会使得货币政策进入进退两难的境地。</p>\n<p><b>基准情形下，我们预计整体情形并不至于往最差的方向发展</b>，毕竟当前更高的疫苗接种比例、各国政府更重视的程度、以及疫苗研发的更快进展，都要比此前面对Delta变异时要好得多。即便是当时Delta升级时，也没有对股市造成过大冲击，只不过现在不同的是此前Delta积累的矛盾还未完全消化。</p>\n<p><img src=\"https://static.tigerbbs.com/8fdbabec2ffe01949d56663edb449aba\" tg-width=\"861\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/51a1b7f295dca428879091f7344671a5\" tg-width=\"710\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/fbeb2baee469a255117b5588c6c3ac3f\" tg-width=\"645\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p><b>三、货币政策意外转鹰？疫情特征也影响后续政策容忍和持续转鹰程度</b></p>\n<p>鲍威尔周二在国会意外转鹰的确让市场感到意外，要知道其在11月FOMC会议上还继续传递相对鸽派的信号，这背后可能的原因除了来自美联储内部、国会和民众的压力，可能也是对于7~9月Delta变异的确造成供需矛盾加剧下价格压力不断升温的一个回应，同时也隐含了也隐含了对于未来Omicron重蹈这一覆辙的担忧。</p>\n<p><b>不过从讨论到最终落地之间还有一些变数有待观察</b>，毕竟Omicron的剧本是否会重演Delta还是未知数，同时发生在10月通胀数据后能源价格和供应链的改善也还没有得到数据验证，而这些都将在12月FOMC会议前（12月14~15日）有一些分晓。在我们上述描述的三种Omicron情形中，第一种和第二种情况可能都会使得美联储先讨论加快减量节奏的可能性以应对已经发生的压力，但第一种情形下有望降低其后续持续超预期紧缩的压力；第三种情况将使得美联储陷入高价格和需求冲击下的进退两难境地，但需求侧的冲击可能会在预期层面降低市场的紧缩预期。近期长端利率处于低位，可能一定程度上也反映了长期增长预期的回落和价格压力的边际缓解。</p>\n<p><img src=\"https://static.tigerbbs.com/da80183b2a08908f7ee0d920e98ab3b5\" tg-width=\"712\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/e8c058ddce27104b704ce2c8a387a55b\" tg-width=\"663\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p><b>三、市场短期或进入“无所适从期”</b></p>\n<p>疫情特性及影响的不确定性、货币政策路径的可能变化，债务上限重新卷土重来，都有可能使得市场需要重新给这些不确定性进行定价，有一定的重新锚定期，而在此之前无法形成清晰的方向，<b>因此可能进入一个“无所适从期”，随着新闻或事件的变化而上下起伏</b>。例如，美国披露出首个Omicron案例并开始传播、以及美联储决定要加快减量时，都可能从情绪上对市场造成冲击。</p>\n<p><b>在基准情形下，我们预计市场或在这一位置上起伏波动，待上述情形逐渐明朗，在此期间不排除出现压力。</b>相对较高的获利盘和个人持股杠杆处于高位也可能会放大波动。但如果出现大幅调整的话，我们认为仍可以提供更好的介入机会。综合我们对于美股各个层面指标的分析，我们认为现在还没有到完全转向熊市周期的程度（《从熊市指标体系看美股亮起几盏“红灯”》）。</p>\n<p>整体上，我们维持在年度展望《2022年展望：当增长落差遇上流动性拐点》中的判断，我们认为全球增长趋弱和总需求回落是一个相对确定的大环境，在这一大环境下，谁能够“接棒”将决定市场间强弱，而总供给修复的快慢则决定价格压力的粘性（如上文中提到的最新Omicron变异是否会延长本已被Delta推高的供需矛盾）。因此，基准情形下，我们维持总供给修复弹性大于总需求的判断，也即从资产定价角度价格压力可能让位于增长趋弱成为主要矛盾，这将使得长端利率逐步筑顶回落、股市内部成长风格占优。因此，我们对于股&gt;债&gt;黄金&gt;大宗整体的排序建议不变，尽管在12月可能面临波动上升、回报降低的局面。</p>\n<p>当然，我们这一看法面临的下行风险是疫情超预期带来通胀超预期，美联储明显转鹰超预期，这将会给风险资产造成较大冲击。</p>\n<p><img src=\"https://static.tigerbbs.com/e6b215994dea316bd7032a33c53e80b9\" tg-width=\"743\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/03964eb9f59e1823c262c09bd6fe4c9e\" tg-width=\"813\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_zhitongcaijin","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>美股短期或进入“无所适从期”</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{ 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}\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美股短期或进入“无所适从期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/614046.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/614046.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4504":"桥水持仓","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","DOG":"道指反向ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","QID":"纳指两倍做空ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/614046.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2188430596","content_text":"近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的封锁等应对措施以防止疫情失控，进而对需求和生产都产能新一轮巨大冲击。不过我们注意到市场也有纠结，也在不断的跟随新的信息出现而上下起伏，例如Moderna CEO表示疫苗有效性差而下跌，欧洲CDC发现已有的病例均为轻症而反弹修复。\n不过在这一变化之外，周二美联储主席Powell在国会半年度听证会上意外转鹰的措辞增加了市场的压力，主要原因在于在Omicron病毒本身的一些特性还不是很清晰的情况下，美联储的这一表态使得政策对于疫情的响应函数（reactionfunction）被打乱，市场需要重新评估疫情影响和政策的可能响应方式，预期混乱和未知信息使得市场变得无所适从，只能随着事件和新闻的变化而上下起伏，因此这也是为什么隔夜美国宣布发现首例Omicron病例引发市场担心的主要原因。\n正如我们在12月月报《海外资产配置月报（2021-12）：Omicron的影响路径与政策的反应函数》中分析的，市场目前面临的难点和分歧主要在于已知信息和数据都是后验的而前瞻的信息又存在很大变数。比如10月美国CPI数据超预期创新高以及鲍威尔11月30日有关7~9月Delta疫情影响供应链的表态，其实并没有完全计入从10月初以来能源价格大幅回落以及供应链堵塞（如洛杉矶港口）不再进一步升级甚至边际改善的新变化。但不巧的是，作为新变量的Omicron变种影响短时又难以看清，所以成为了混乱的根源和判断的难点。这里的关键点在于如何理解Omicron疫情的可能影响路径以及美联储政策对此的响应函数（reaction function）。\n\n二、Omicron变异的不同情形与政策响应方式：目前还有较多不确定性；疫情影响并非仅在其本身，更多是政策如何应对\n目前关于Omicron变异三个主要变量中，已知的信息是其具有一定的高传染性、但是毒性如重症率都还有待确认（目前欧洲和美国发现的案例多数都是轻症），疫苗的有效性也还有待主要药厂进一步的检测结果（《Delta变异能给当前提供什么借鉴？》）。\n\n根据上述三种情况的不同组合，可能有三种情形，不同情形会决定政策的不同应对方式（如是否对外和对内封锁），而这又会进一步对供给和需求产生不同的影响。\n情景一：不形成新一轮的大范围传播，不至于造成供需错配的恶化，甚至在消费需求边际趋弱背景下价格压力可能缓解。如果疫苗相对有效且考虑到目前多国关闭边境的重视程度、未必造成新一轮大范围传播的话，那么就不至于完全逆转9月以来全球疫情整体好转的大方向，进而不至于造成政策重新走向全局性封锁，因此也不至于彻底逆转10月初以来供应链已经边际修复的态势。\n情景二：类似于Delta的翻版，在全球形成新一轮大范围传播，但疫苗的及时开发仍能降低死亡率，这在不同市场间会造成分化，也会拖后供应链的修复时间。如果形成了Delta的翻版，那么对以美国为例的主要发达市场而言，对内严格封锁的可能性就不大，因此对需求的扰动可能不大，但自身供给（如码头拥堵和就业意愿）以及外部供给（缺少疫苗保护的新兴市场生产）的扰动仍会存在，相当于将7~9月因Delta疫情升级导致的供应矛盾进一步延长。这会延长价格压力，也可能使政策等待的“耐心”逐步下降，这或许是鲍威尔在听证会上发言意外转鹰所隐含的主要担忧。\n情景三：疫情不仅升级，且疫苗保护力不足导致高致死率，全球多数国家或被迫转向全局性封锁，对需求和供给冲击程度都高于Delta。这种情形最为悲观，意味着全球在现有局面下面对新的Omicron都处于无保护的“裸奔”状态，都将不得不在有效疫苗出现前以更为严厉的封锁措施弥补以防止疫情失控。这种情况对供需两端的冲击明显大于Delta升级，不仅将使得风险资产承压，也会使得货币政策进入进退两难的境地。\n基准情形下，我们预计整体情形并不至于往最差的方向发展，毕竟当前更高的疫苗接种比例、各国政府更重视的程度、以及疫苗研发的更快进展，都要比此前面对Delta变异时要好得多。即便是当时Delta升级时，也没有对股市造成过大冲击，只不过现在不同的是此前Delta积累的矛盾还未完全消化。\n\n\n\n三、货币政策意外转鹰？疫情特征也影响后续政策容忍和持续转鹰程度\n鲍威尔周二在国会意外转鹰的确让市场感到意外，要知道其在11月FOMC会议上还继续传递相对鸽派的信号，这背后可能的原因除了来自美联储内部、国会和民众的压力，可能也是对于7~9月Delta变异的确造成供需矛盾加剧下价格压力不断升温的一个回应，同时也隐含了也隐含了对于未来Omicron重蹈这一覆辙的担忧。\n不过从讨论到最终落地之间还有一些变数有待观察，毕竟Omicron的剧本是否会重演Delta还是未知数，同时发生在10月通胀数据后能源价格和供应链的改善也还没有得到数据验证，而这些都将在12月FOMC会议前（12月14~15日）有一些分晓。在我们上述描述的三种Omicron情形中，第一种和第二种情况可能都会使得美联储先讨论加快减量节奏的可能性以应对已经发生的压力，但第一种情形下有望降低其后续持续超预期紧缩的压力；第三种情况将使得美联储陷入高价格和需求冲击下的进退两难境地，但需求侧的冲击可能会在预期层面降低市场的紧缩预期。近期长端利率处于低位，可能一定程度上也反映了长期增长预期的回落和价格压力的边际缓解。\n\n\n三、市场短期或进入“无所适从期”\n疫情特性及影响的不确定性、货币政策路径的可能变化，债务上限重新卷土重来，都有可能使得市场需要重新给这些不确定性进行定价，有一定的重新锚定期，而在此之前无法形成清晰的方向，因此可能进入一个“无所适从期”，随着新闻或事件的变化而上下起伏。例如，美国披露出首个Omicron案例并开始传播、以及美联储决定要加快减量时，都可能从情绪上对市场造成冲击。\n在基准情形下，我们预计市场或在这一位置上起伏波动，待上述情形逐渐明朗，在此期间不排除出现压力。相对较高的获利盘和个人持股杠杆处于高位也可能会放大波动。但如果出现大幅调整的话，我们认为仍可以提供更好的介入机会。综合我们对于美股各个层面指标的分析，我们认为现在还没有到完全转向熊市周期的程度（《从熊市指标体系看美股亮起几盏“红灯”》）。\n整体上，我们维持在年度展望《2022年展望：当增长落差遇上流动性拐点》中的判断，我们认为全球增长趋弱和总需求回落是一个相对确定的大环境，在这一大环境下，谁能够“接棒”将决定市场间强弱，而总供给修复的快慢则决定价格压力的粘性（如上文中提到的最新Omicron变异是否会延长本已被Delta推高的供需矛盾）。因此，基准情形下，我们维持总供给修复弹性大于总需求的判断，也即从资产定价角度价格压力可能让位于增长趋弱成为主要矛盾，这将使得长端利率逐步筑顶回落、股市内部成长风格占优。因此，我们对于股>债>黄金>大宗整体的排序建议不变，尽管在12月可能面临波动上升、回报降低的局面。\n当然，我们这一看法面临的下行风险是疫情超预期带来通胀超预期，美联储明显转鹰超预期，这将会给风险资产造成较大冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600929503,"gmtCreate":1638057113474,"gmtModify":1638057113474,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"谢谢啦","listText":"谢谢啦","text":"谢谢啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600929503","repostId":"1199678314","repostType":4,"repost":{"id":"1199678314","kind":"news","pubTimestamp":1638018643,"share":"https://www.laohu8.com/m/news/1199678314?lang=&edition=full","pubTime":"2021-11-27 21:10","market":"us","language":"zh","title":"新变异病毒出现后美联储高官发声：明年加息可能性仍存在","url":"https://stock-news.laohu8.com/highlight/detail?id=1199678314","media":"华尔街见闻","summary":"新变异病毒可能使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。","content":"<p>作者：王眉</p>\n<p>在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。</p>\n<p>博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：</p>\n<blockquote>\n <b>我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。</b>\n</blockquote>\n<p><b>当被问及他是否认为美联储明年会加息两次时，他说，“当然有可能。我不会放弃任何形式的行动。</b>”</p>\n<p>由于新变异病毒Omicron的出现，周五早些时候，美债收益率大幅下跌，因为投资者减少了对货币政策紧缩步伐加快的押注。</p>\n<p>并且，对出行限制的担忧促使市场推迟了对各国央行加息的预期时间，其中，市场将美联储首次加息25个基点的预期时间从明年6月推迟到明年9月，并认为2023年之前不会有更多的加息次数。</p>\n<p>而此前，由于通胀飙升，一些美联储官员已经开始讨论加快缩减购债的步伐；高盛还特别鹰派地认为，美联储将在明年3月完成Taper，并会在明年加息三次。</p>\n<p>博斯蒂克表示，<b>新变异病毒可能会使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。</b></p>\n<p>他表示：“我们目前的经济势头强劲。我希望，这种势头将带领我们度过下一波浪潮。”</p>\n<p><b>但他也警告说，“所有这些都是基于新病毒与Delta类似的想法和概念。”</b></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新变异病毒出现后美联储高官发声：明年加息可能性仍存在</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; 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}\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新变异病毒出现后美联储高官发声：明年加息可能性仍存在\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3645973><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：王眉\n在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。\n博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：\n\n我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。\n\n当被问及他是否认为美联储明年会加息...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3645973\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f9e9a265cb0e7e8cb195039b2fe24a4","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3645973","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1199678314","content_text":"作者：王眉\n在新变异病毒Omicron出现后，亚特兰大联储主席博斯蒂克淡化了其对美国经济的风险，并表示他愿意以更快的速度缩减购债规模，以控制通胀。\n博斯蒂克是今年FOMC的一名成员，他在周五接受彭博采访时表示：\n\n我非常愿意加快放缓购债的步伐。对我来说，如果经济势头像过去几个月一样持续下去，那么2022年第二季度初和第一季度末都将是我们可能停止购债的合理选择。\n\n当被问及他是否认为美联储明年会加息两次时，他说，“当然有可能。我不会放弃任何形式的行动。”\n由于新变异病毒Omicron的出现，周五早些时候，美债收益率大幅下跌，因为投资者减少了对货币政策紧缩步伐加快的押注。\n并且，对出行限制的担忧促使市场推迟了对各国央行加息的预期时间，其中，市场将美联储首次加息25个基点的预期时间从明年6月推迟到明年9月，并认为2023年之前不会有更多的加息次数。\n而此前，由于通胀飙升，一些美联储官员已经开始讨论加快缩减购债的步伐；高盛还特别鹰派地认为，美联储将在明年3月完成Taper，并会在明年加息三次。\n博斯蒂克表示，新变异病毒可能会使美国经济有所放缓，但从疫情期间吸取的经验表明，阻力将比过去小。\n他表示：“我们目前的经济势头强劲。我希望，这种势头将带领我们度过下一波浪潮。”\n但他也警告说，“所有这些都是基于新病毒与Delta类似的想法和概念。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891900156,"gmtCreate":1628312351775,"gmtModify":1631891404935,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555309341797709","authorIdStr":"3555309341797709"},"themes":[],"htmlText":"Latest 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04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</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.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\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":803566936,"gmtCreate":1627449182525,"gmtModify":1631886708947,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UXIN\">$Uxin(UXIN)$</a>going up again please","listText":"<a href=\"https://laohu8.com/S/UXIN\">$Uxin(UXIN)$</a>going up again please","text":"$Uxin(UXIN)$going up again please","images":[{"img":"https://static.tigerbbs.com/1c9c9fe3ba758d221c40807466e40318","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803566936","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":600929503,"gmtCreate":1638057113474,"gmtModify":1638057113474,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"谢谢啦","listText":"谢谢啦","text":"谢谢啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600929503","repostId":"1199678314","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152583712,"gmtCreate":1625312506536,"gmtModify":1631891404945,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks 👍","listText":"Thanks 👍","text":"Thanks 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152583712","repostId":"1140994998","repostType":4,"repost":{"id":"1140994998","kind":"news","pubTimestamp":1625286969,"share":"https://www.laohu8.com/m/news/1140994998?lang=&edition=full","pubTime":"2021-07-03 12:36","market":"us","language":"en","title":"5 of the Best Tech Stocks to Buy for July","url":"https://stock-news.laohu8.com/highlight/detail?id=1140994998","media":"yahoo","summary":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders ins","content":"<p>Tech stocks are back on the upswing.</p>\n<p>It was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.</p>\n<p>A recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against <a href=\"https://laohu8.com/S/FB\">Facebook</a> (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:</p>\n<ul>\n <li><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB)</li>\n <li><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> (GOOG,GOOGL)</li>\n <li><a href=\"https://laohu8.com/S/BLKB\">Blackbaud</a> (BLKB)</li>\n <li><a href=\"https://laohu8.com/S/JKHY\">Jack Henry &amp; Associates</a> (JKHY)</li>\n <li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> (TXN)</li>\n</ul>\n<p><b>Facebook (FB)</b></p>\n<p>In late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.</p>\n<p>However, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.</p>\n<p>Arguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.</p>\n<p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOG,GOOGL)</b></p>\n<p>The court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.</p>\n<p>Google's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.</p>\n<p>In announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.</p>\n<p>Alphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best tech stocks to buy now.</p>\n<p><b>Blackbaud (BLKB)</b></p>\n<p>Blackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.</p>\n<p>Charitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.</p>\n<p>Such transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.</p>\n<p><b>Jack Henry (JKHY)</b></p>\n<p>Jack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.</p>\n<p>That said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the top-performing sectors this year.</p>\n<p>With that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&amp;A) activity in the banking sector. Withbank stockssoaring, M&amp;A is on the rise, and this should directly boost Jack Henry's earnings.</p>\n<p><b>Texas Instruments (TXN)</b></p>\n<p>Texas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.</p>\n<p>Texas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> (MU) for $900 million as the company continues to execute on its growth plan.</p>\n<p>Texas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.</p>","source":"lsy1584348713084","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>5 of the Best Tech Stocks to Buy for July</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\">\n5 of the Best Tech Stocks to Buy for July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 12:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JKHY":"杰克亨利","GOOG":"谷歌","BLKB":"布莱克波特科技","TXN":"德州仪器","GOOGL":"谷歌A"},"source_url":"https://finance.yahoo.com/news/5-best-tech-stocks-buy-171937180.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140994998","content_text":"Tech stocks are back on the upswing.\nIt was a rough spring for the technology sector, as traders instead turned their attention to reopening stocks along withcryptocurrenciesand meme plays. However, now crypto has plunged and reopening stocks are taking on water as well amid a surge in COVID-19 virus variants.\nA recent Federal Reserve decision caused a big swing in interest rates, which has led to investors selling value stocks and buying growth stocks instead. As if that weren't enough, tech got another boost this week as a federal court blocked a key antitrust lawsuit against Facebook (ticker:FB). This has seemingly given the green light to other large tech companies to keep expanding their businesses as well. With all that in place, this is shaping up to be a good summer for tech stocks, including these five in particular:\n\nFacebook (FB)\nAlphabet (GOOG,GOOGL)\nBlackbaud (BLKB)\nJack Henry & Associates (JKHY)\nTexas Instruments (TXN)\n\nFacebook (FB)\nIn late June, a federal court dismissed antitrust charges against Facebook. The Federal Trade Commission (FTC) had claimed that Facebook was acting as a monopoly in social media. The FTC, if it had its way, would have tried to force Facebook to divest its other pivotal holdings, including WhatsApp and Instagram, to create a more competitive social media landscape.\nHowever, the federal court said the FTC failed to prove that Facebook was a monopoly. Facebook stock popped on the news and topped a $1 trillion valuation for the first time.\nArguably, however, the stock should be up a lot more. Shares are still trading for just 23 times forward earnings while analysts forecast nearly 20% annual revenue growth in 2022 and 2023. Now, with the threat of government intervention gone, Facebook is even more compelling.\nAlphabet (GOOG,GOOGL)\nThe court's ruling has broader implications. While Facebook was the target in that case, it's no secret that regulators have been looking at most of the tech titans as potential monopolies, perhaps none more than Alphabet.\nGoogle's search business has massive market share in online advertising. And the search business is hooked into its operating system and applications such as Gmail to extend its reach. Google's other ventures, such asself-driving carsubsidiary Waymo, could extend Google's domain into next-generation technology as well.\nIn announcing a lawsuit against Alphabet last year, Texas' attorney general said that \"if the free market were a baseball game, Google positioned itself as the pitcher, the batter and the umpire.\" Now, however, with Facebook clear of antitrust concerns, it sets a precedent for Google to avoid a major regulatory punishment as well.\nAlphabet stock isn't as cheap as Facebook, but at 26 times forward earnings and approximately 15% projected annual revenue growth, it has earned its spot as one of the best tech stocks to buy now.\nBlackbaud (BLKB)\nBlackbaud is a software company focused on charitable organization and K-12 schools. Its primary business is in providing software for charities to receive payments and manage their relationships with donors. The company estimates that 25% of charitable giving in 2020 occurred via Blackbaud's platform.\nCharitable giving was disrupted in 2020 due to the pandemic, though some organizations saw an uptick in activity as people donated in the wake of the twin tragedies of theeconomic recessionand health crisis. Still, 2020 wasn't a great year for Blackbaud. More broadly, Blackbaud has been in transition from on-premise software to a subscription cloud offering.\nSuch transitions in tech stocks are often met with stock price weakness as investors grapple with less upfront revenue from the subscription model. That creates opportunity now, however, to buy a leading niche software player at less than 26 times forward earnings with a reopening tailwind as charities can start having in-person events once again.\nJack Henry (JKHY)\nJack Henry is a leading payment processing and informationtechnology company; its main clients are banks and credit unions. The company has an extremely stable business that barely missed a beat even during the financial crisis. Since then, Jack Henry stock has gone up more than 500% thanks to steady growth in the overall demand for payments and financial services.\nThat said, Jack Henry stock has gone flat as investors fret over the health of the banking and financial system in the COVID-19 era. More recently, it has become apparent that credit-quality concerns didn't end up causing much material harm to banks. As the economy is picking up in 2021, the banks are roaring back; financials have been one of the top-performing sectors this year.\nWith that risk now off the table, Jack Henry is primed to follow suit and blast off to new all-time highs. In addition, the company earns a significant chunk of high-margin business from mergers and acquisitions (M&A) activity in the banking sector. Withbank stockssoaring, M&A is on the rise, and this should directly boost Jack Henry's earnings.\nTexas Instruments (TXN)\nTexas Instruments is the leader in analogsemiconductor chips. This is a business that focuses on taking real-world parameters such as weather information and converting it into data for digital use. This line of chips is increasingly important as the Internet of Things grows and more devices than ever are online.\nTexas Instruments is making a particularly big push in smart cars, and should sell a large chunk of the chipsets that end up going into autonomous vehicles. In late June, Texas Instruments also announced that it's buying a fabricating unit in Utah from Micron Technology (MU) for $900 million as the company continues to execute on its growth plan.\nTexas Instruments is benefiting from the current semiconductor shortage, which puts it in a good position for better pricing and profit margins going forward. The company has a prodigious growth record, having tripled its earnings per share over the past decade. Now, it trades for just 24 times forward earnings, which is quite reasonable in a bull market for the industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329437633,"gmtCreate":1615267260122,"gmtModify":1703486498347,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Opportunity&nbsp;","listText":"Opportunity&nbsp;","text":"Opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329437633","repostId":"1155785439","repostType":4,"repost":{"id":"1155785439","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615267026,"share":"https://www.laohu8.com/m/news/1155785439?lang=&edition=full","pubTime":"2021-03-09 13:17","market":"us","language":"en","title":"Exclusive: Chinese EV trio eye HK listings this year to raise combined $5 billion - sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1155785439","media":"Reuters","summary":"By Julie Zhu, Scott Murdoch and Yilei Sun\nHONG KONG/BEIJING (Reuters) - U.S.-listed Chinese electric","content":"<p>By Julie Zhu, Scott Murdoch and Yilei Sun</p>\n<p>HONG KONG/BEIJING (Reuters) - U.S.-listed Chinese electric vehicle (EV) makers Li Auto Inc, Nio Inc and Xpeng Inc plan to list in Hong Kong as soon as this year, to tap an investor base closer to home, said three people with direct knowledge of the matter.</p>\n<p>The trio each aim to sell at least 5% of their enlarged share capital in the Asian finiancial hub, the people said. Based on their New York market capitalisation on Monday, proceeds could total around $5 billion.</p>\n<p>The EV makers have been working with advisors on the sales which could begin as early as mid-year, one of the people said. The three are looking to take advantage of growing demand from prospective investors in Asia, said another of the people, who declined to be identified due to confidentiality constraints.</p>\n<p>Li Auto, Nio and Xpeng declined to comment.</p>\n<p>The plans come as the trio increase capital raising efforts to fund technology development and expand sales networks, to better compete in the world's biggest EV market where U.S. peer Tesla Inc is boosting sales of its China-made vehicles.</p>\n<p>Auto executives have marked 2021 as a crucial year for EV makers to seize market share as the industry expects Chinese sales of new-energy vehicles (NEVs) to jump almost 40% from last year to 1.8 million units.</p>\n<p>Selling shares in Hong Kong would also add the trio to a slew of New York-listed Chinese firms seeking a presence on more local exchanges against a backdrop of political tension between the United States and China.</p>\n<p><b>TRACK RECORD</b></p>\n<p>Under Hong Kong rules, an issuer seeking a secondary listing must have had at least two financial years of good regulatory compliance on another qualifying exchange.</p>\n<p>Li Auto and Xpeng went public in the United States in the middle of last year so will likely apply in Hong Kong for a dual primary listing, said two of the people as well as a separate person with direct knowledge of the matter.</p>\n<p>As per Hong Kong's dual primary listing rules, firms are subject to full bourse requirements in Hong Kong and a second exchange, but are not bound by the two-year rule.</p>\n<p>Xpeng is also considering a third listing on Shanghai's STAR Market for new-economy firms, said two other people.</p>\n<p>\"In the long run, it's helpful for consumer-focused companies like us to connect with domestic capital markets and domestic investors,\" Xpeng President Brian Gu told Reuters last week when asked about local listing plans.</p>\n<p>\"This is the direction we should pay attention to,\" he said, declining to comment on any Hong Kong listing plan.</p>\n<p><b>GOING GREEN</b></p>\n<p>China's government has heavily promoted NEVs - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - to help reduce chronic air pollution, spurring interest from technology companies and investors alike.</p>\n<p>Last month, Reuters reported telecommunications firm Huawei Technologies Co Ltd plans to market EVs as early as this year.</p>\n<p>China forecasts NEVs will make up 20% of the country's annual auto sales by 2025 from around 5% in 2020.</p>\n<p>Domestic vehicle deliveries last year totalled 32,624 by Li Auto, 43,728 by Nio and 27,041 by Xpeng. That compared with 147,445 vehicles by Tesla, industry data showed.</p>\n<p>(Reporting by Julie Zhu and Scott Murdoch in Hong Kong, Yilei Sun in Beijing; Editing by Sumeet Chatterjee and Christopher Cushing)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Exclusive: Chinese EV trio eye HK listings this year to raise combined $5 billion - sources</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\">\nExclusive: Chinese EV trio eye HK listings this year to raise combined $5 billion - sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-09 13:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>By Julie Zhu, Scott Murdoch and Yilei Sun</p>\n<p>HONG KONG/BEIJING (Reuters) - U.S.-listed Chinese electric vehicle (EV) makers Li Auto Inc, Nio Inc and Xpeng Inc plan to list in Hong Kong as soon as this year, to tap an investor base closer to home, said three people with direct knowledge of the matter.</p>\n<p>The trio each aim to sell at least 5% of their enlarged share capital in the Asian finiancial hub, the people said. Based on their New York market capitalisation on Monday, proceeds could total around $5 billion.</p>\n<p>The EV makers have been working with advisors on the sales which could begin as early as mid-year, one of the people said. The three are looking to take advantage of growing demand from prospective investors in Asia, said another of the people, who declined to be identified due to confidentiality constraints.</p>\n<p>Li Auto, Nio and Xpeng declined to comment.</p>\n<p>The plans come as the trio increase capital raising efforts to fund technology development and expand sales networks, to better compete in the world's biggest EV market where U.S. peer Tesla Inc is boosting sales of its China-made vehicles.</p>\n<p>Auto executives have marked 2021 as a crucial year for EV makers to seize market share as the industry expects Chinese sales of new-energy vehicles (NEVs) to jump almost 40% from last year to 1.8 million units.</p>\n<p>Selling shares in Hong Kong would also add the trio to a slew of New York-listed Chinese firms seeking a presence on more local exchanges against a backdrop of political tension between the United States and China.</p>\n<p><b>TRACK RECORD</b></p>\n<p>Under Hong Kong rules, an issuer seeking a secondary listing must have had at least two financial years of good regulatory compliance on another qualifying exchange.</p>\n<p>Li Auto and Xpeng went public in the United States in the middle of last year so will likely apply in Hong Kong for a dual primary listing, said two of the people as well as a separate person with direct knowledge of the matter.</p>\n<p>As per Hong Kong's dual primary listing rules, firms are subject to full bourse requirements in Hong Kong and a second exchange, but are not bound by the two-year rule.</p>\n<p>Xpeng is also considering a third listing on Shanghai's STAR Market for new-economy firms, said two other people.</p>\n<p>\"In the long run, it's helpful for consumer-focused companies like us to connect with domestic capital markets and domestic investors,\" Xpeng President Brian Gu told Reuters last week when asked about local listing plans.</p>\n<p>\"This is the direction we should pay attention to,\" he said, declining to comment on any Hong Kong listing plan.</p>\n<p><b>GOING GREEN</b></p>\n<p>China's government has heavily promoted NEVs - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - to help reduce chronic air pollution, spurring interest from technology companies and investors alike.</p>\n<p>Last month, Reuters reported telecommunications firm Huawei Technologies Co Ltd plans to market EVs as early as this year.</p>\n<p>China forecasts NEVs will make up 20% of the country's annual auto sales by 2025 from around 5% in 2020.</p>\n<p>Domestic vehicle deliveries last year totalled 32,624 by Li Auto, 43,728 by Nio and 27,041 by Xpeng. That compared with 147,445 vehicles by Tesla, industry data showed.</p>\n<p>(Reporting by Julie Zhu and Scott Murdoch in Hong Kong, Yilei Sun in Beijing; Editing by Sumeet Chatterjee and Christopher Cushing)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155785439","content_text":"By Julie Zhu, Scott Murdoch and Yilei Sun\nHONG KONG/BEIJING (Reuters) - U.S.-listed Chinese electric vehicle (EV) makers Li Auto Inc, Nio Inc and Xpeng Inc plan to list in Hong Kong as soon as this year, to tap an investor base closer to home, said three people with direct knowledge of the matter.\nThe trio each aim to sell at least 5% of their enlarged share capital in the Asian finiancial hub, the people said. Based on their New York market capitalisation on Monday, proceeds could total around $5 billion.\nThe EV makers have been working with advisors on the sales which could begin as early as mid-year, one of the people said. The three are looking to take advantage of growing demand from prospective investors in Asia, said another of the people, who declined to be identified due to confidentiality constraints.\nLi Auto, Nio and Xpeng declined to comment.\nThe plans come as the trio increase capital raising efforts to fund technology development and expand sales networks, to better compete in the world's biggest EV market where U.S. peer Tesla Inc is boosting sales of its China-made vehicles.\nAuto executives have marked 2021 as a crucial year for EV makers to seize market share as the industry expects Chinese sales of new-energy vehicles (NEVs) to jump almost 40% from last year to 1.8 million units.\nSelling shares in Hong Kong would also add the trio to a slew of New York-listed Chinese firms seeking a presence on more local exchanges against a backdrop of political tension between the United States and China.\nTRACK RECORD\nUnder Hong Kong rules, an issuer seeking a secondary listing must have had at least two financial years of good regulatory compliance on another qualifying exchange.\nLi Auto and Xpeng went public in the United States in the middle of last year so will likely apply in Hong Kong for a dual primary listing, said two of the people as well as a separate person with direct knowledge of the matter.\nAs per Hong Kong's dual primary listing rules, firms are subject to full bourse requirements in Hong Kong and a second exchange, but are not bound by the two-year rule.\nXpeng is also considering a third listing on Shanghai's STAR Market for new-economy firms, said two other people.\n\"In the long run, it's helpful for consumer-focused companies like us to connect with domestic capital markets and domestic investors,\" Xpeng President Brian Gu told Reuters last week when asked about local listing plans.\n\"This is the direction we should pay attention to,\" he said, declining to comment on any Hong Kong listing plan.\nGOING GREEN\nChina's government has heavily promoted NEVs - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - to help reduce chronic air pollution, spurring interest from technology companies and investors alike.\nLast month, Reuters reported telecommunications firm Huawei Technologies Co Ltd plans to market EVs as early as this year.\nChina forecasts NEVs will make up 20% of the country's annual auto sales by 2025 from around 5% in 2020.\nDomestic vehicle deliveries last year totalled 32,624 by Li Auto, 43,728 by Nio and 27,041 by Xpeng. That compared with 147,445 vehicles by Tesla, industry data showed.\n(Reporting by Julie Zhu and Scott Murdoch in Hong Kong, Yilei Sun in Beijing; Editing by Sumeet Chatterjee and Christopher Cushing)","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":388068924,"gmtCreate":1613002821268,"gmtModify":1703768212987,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Good time for oil industrial investment&nbsp;","listText":"Good time for oil industrial investment&nbsp;","text":"Good time for oil industrial investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388068924","repostId":"1145078782","repostType":4,"repost":{"id":"1145078782","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1612950826,"share":"https://www.laohu8.com/m/news/1145078782?lang=&edition=full","pubTime":"2021-02-10 17:53","market":"fut","language":"en","title":"Oil rally extends for 9th day on supply cuts, demand hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=1145078782","media":"Reuters","summary":"Oil extended its rally for a ninth day on Wednesday, supported by producer supply cuts and hopes tha","content":"<p>Oil extended its rally for a ninth day on Wednesday, supported by producer supply cuts and hopes that vaccine rollouts will drive a recovery in demand.</p>\n<p>The American Petroleum Institute said on Tuesday crude inventories fell by 3.5 million barrels, versus expectations for a 985,000-barrel build. The Energy Information Administration’s offfcial stocks report is due at 1530 GMT. [API/S]</p>\n<p>Brent crude was up by 28 cents at $61.37 by 0933 GMT after touching a 13-month high of $61.49 earlier in the session. U.S. crude was up 21 cents to $58.57.</p>\n<p>“One can only wonder whether there’s further to go in this week’s rally,” said Stephen Brennock of broker PVM. “However, as things stand, oil has yet to lose its shine.”</p>\n<p>Brent has now risen for nine sessions in a row and some analysts say a pullback may be on the cards.</p>\n<p>“There is no doubt that oil prices have gone too far and too fast, which means a retracement is certainly due,” said Naeem Aslam, chief market analyst at Avatrade.</p>\n<p>Crude has jumped since November as governments kicked off vaccination drives for COVID-19, while putting in place large stimulus packages to boost economic activity and the world’s top producers kept a lid on supply.</p>\n<p>Top exporter Saudi Arabia is unilaterally reducing supply in February and March, supplementing cuts agreed by other members of the Organization of the Petroleum Exporting Countries (OPEC) and their allies, known as OPEC+.</p>\n<p>Some analysts forecast there will be a supply deficit in 2021 as more people get vaccinated and start going away on trips and working in offices, potentially boosting demand.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil rally extends for 9th day on supply cuts, demand hopes</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\">\nOil rally extends for 9th day on supply cuts, demand hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-10 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oil extended its rally for a ninth day on Wednesday, supported by producer supply cuts and hopes that vaccine rollouts will drive a recovery in demand.</p>\n<p>The American Petroleum Institute said on Tuesday crude inventories fell by 3.5 million barrels, versus expectations for a 985,000-barrel build. The Energy Information Administration’s offfcial stocks report is due at 1530 GMT. [API/S]</p>\n<p>Brent crude was up by 28 cents at $61.37 by 0933 GMT after touching a 13-month high of $61.49 earlier in the session. U.S. crude was up 21 cents to $58.57.</p>\n<p>“One can only wonder whether there’s further to go in this week’s rally,” said Stephen Brennock of broker PVM. “However, as things stand, oil has yet to lose its shine.”</p>\n<p>Brent has now risen for nine sessions in a row and some analysts say a pullback may be on the cards.</p>\n<p>“There is no doubt that oil prices have gone too far and too fast, which means a retracement is certainly due,” said Naeem Aslam, chief market analyst at Avatrade.</p>\n<p>Crude has jumped since November as governments kicked off vaccination drives for COVID-19, while putting in place large stimulus packages to boost economic activity and the world’s top producers kept a lid on supply.</p>\n<p>Top exporter Saudi Arabia is unilaterally reducing supply in February and March, supplementing cuts agreed by other members of the Organization of the Petroleum Exporting Countries (OPEC) and their allies, known as OPEC+.</p>\n<p>Some analysts forecast there will be a supply deficit in 2021 as more people get vaccinated and start going away on trips and working in offices, potentially boosting demand.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145078782","content_text":"Oil extended its rally for a ninth day on Wednesday, supported by producer supply cuts and hopes that vaccine rollouts will drive a recovery in demand.\nThe American Petroleum Institute said on Tuesday crude inventories fell by 3.5 million barrels, versus expectations for a 985,000-barrel build. The Energy Information Administration’s offfcial stocks report is due at 1530 GMT. [API/S]\nBrent crude was up by 28 cents at $61.37 by 0933 GMT after touching a 13-month high of $61.49 earlier in the session. U.S. crude was up 21 cents to $58.57.\n“One can only wonder whether there’s further to go in this week’s rally,” said Stephen Brennock of broker PVM. “However, as things stand, oil has yet to lose its shine.”\nBrent has now risen for nine sessions in a row and some analysts say a pullback may be on the cards.\n“There is no doubt that oil prices have gone too far and too fast, which means a retracement is certainly due,” said Naeem Aslam, chief market analyst at Avatrade.\nCrude has jumped since November as governments kicked off vaccination drives for COVID-19, while putting in place large stimulus packages to boost economic activity and the world’s top producers kept a lid on supply.\nTop exporter Saudi Arabia is unilaterally reducing supply in February and March, supplementing cuts agreed by other members of the Organization of the Petroleum Exporting Countries (OPEC) and their allies, known as OPEC+.\nSome analysts forecast there will be a supply deficit in 2021 as more people get vaccinated and start going away on trips and working in offices, potentially boosting demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891900156,"gmtCreate":1628312351775,"gmtModify":1631891404935,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Latest ?","listText":"Latest ?","text":"Latest ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891900156","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181385301,"gmtCreate":1623374276203,"gmtModify":1631893709409,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/181385301","repostId":"1184070773","repostType":4,"repost":{"id":"1184070773","kind":"news","pubTimestamp":1623367038,"share":"https://www.laohu8.com/m/news/1184070773?lang=&edition=full","pubTime":"2021-06-11 07:17","market":"us","language":"en","title":"S&P 500 climbs to a new record close, shrugging off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1184070773","media":"cnbc","summary":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.The broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about ","content":"<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_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>S&P 500 climbs to a new record close, shrugging off inflation fears</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\">\nS&P 500 climbs to a new record close, shrugging off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","GME":"游戏驿站",".IXIC":"NASDAQ Composite","UPS":"联合包裹",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184070773","content_text":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about 0.8% to 14,020.33.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries and prices across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\n\"I think there were a lot of people who held back, who wanted to see the hotter inflation number,\" CNBC's Jim Cramer said on \"Squawk on the Street.\" \"Now they've said, 'OK, now that's over with. Let's do some buying.' Because they've been on the sideline and they want to get in. I don't think that's actually usual these days because there's still so much buying power out there. People want in.\"\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n\"This CPI isn't likely to change the narrative dramatically, and there are still indications that inflation momentum is set to abate in the coming months,\" Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the Bureau of Labor Statistics. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nA separate report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000, versus a Dow Jones estimate of 370,000. The total still marked the lowest of the pandemic era.\nUPS shares rose about 1% afteran upgrade from JPMorgan. Shares of Boeing were higher, but Delta Air Lines slipped.\nVideo-game retailer and meme stock GameStop fell 27% even after the company tapped former Amazon executive Matt Furlong to be its next CEO and said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606706556,"gmtCreate":1638925114323,"gmtModify":1638925114460,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"好样的","listText":"好样的","text":"好样的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606706556","repostId":"2189674656","repostType":4,"repost":{"id":"2189674656","kind":"highlight","pubTimestamp":1638913113,"share":"https://www.laohu8.com/m/news/2189674656?lang=&edition=full","pubTime":"2021-12-08 05:38","market":"hk","language":"zh","title":"外媒头条：市值突破2.8万亿！苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2189674656","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美","content":"<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>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>业高管对通胀表示担忧 美联储加速taper压力走升</b>\n</blockquote>\n<blockquote>\n <b>2、<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b>\n</blockquote>\n<blockquote>\n <b>3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b>\n</blockquote>\n<blockquote>\n <b>4、洛杉矶港负责人预计供应链压力将至少持续到2022年底</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上调<a href=\"https://laohu8.com/S/AAPL\">苹果</a>目标股价 虚拟现实和自动驾驶带来定心丸</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>：2022年还是没有竞争对手能接近<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/957093fa98ee4fc8902a5e175f716ee4\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon</p>\n<p><b>美国银行业高管对通胀表示担忧 美联储加速taper压力走升</b></p>\n<p>美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。</p>\n<p>国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。</p>\n<p>Scharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。</p>\n<p>“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”</p>\n<p>高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。</p>\n<p>“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”</p>\n<p><img src=\"https://static.tigerbbs.com/7062bc67610ed5943cf066b86184f347\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变</b></p>\n<p>辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。</p>\n<p>“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”</p>\n<p>白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。</p>\n<p>但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。</p>\n<p>Bourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。</p>\n<p><img src=\"https://static.tigerbbs.com/0c207190bfaf3a8b77628b4e5446b844\" tg-width=\"550\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%</b></p>\n<p>原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。</p>\n<p>萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。</p>\n<p>“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。</p>\n<p>现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/108a3efaf5329348e69baeb5176e19a7\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>洛杉矶港负责人预计供应链压力将至少持续到2022年底</b></p>\n<p>美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。</p>\n<p>“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。</p>\n<p>他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”</p>\n<p>尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。</p>\n<p><img src=\"https://static.tigerbbs.com/2025db280eca055dcb41e78980b20830\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸</b></p>\n<p>苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。</p>\n<p>分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。</p>\n<p>鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。</p>\n<p>“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”</p>\n<p><img src=\"https://static.tigerbbs.com/23918877a718c21a289d07e4fd590415\" tg-width=\"550\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>瑞银：2022年还是没有竞争对手能接近特斯拉</b></p>\n<p>瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。</p>\n<p>瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”</p>\n<p>为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。</p>\n<p>瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。</p>\n<p>但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”</p>","source":"XLCJ","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：市值突破2.8万亿！苹果股价创历史新高</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：市值突破2.8万亿！苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 05:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml><strong>新浪财经</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：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","BK4550":"红杉资本持仓","QID":"纳指两倍做空ETF","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念",".SPX":"S&P 500 Index","OEX":"标普100","BK4551":"寇图资本持仓","BK4118":"综合性资本市场","TQQQ":"纳指三倍做多ETF","SH":"标普500反向ETF","BK4504":"桥水持仓","IVV":"标普500指数ETF","BK4099":"汽车制造商","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","BK4548":"巴美列捷福持仓","QLD":"纳指两倍做多ETF","BK4127":"投资银行业与经纪业","DJX":"1/100道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UBS":"瑞银","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4555":"新能源车","SDOW":"道指三倍做空ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","DOG":"道指反向ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","QQQ":"纳指100ETF","GS":"高盛","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-08/doc-ikyakumx2687208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189674656","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n\n\n2、辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n\n\n3、美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n\n\n4、洛杉矶港负责人预计供应链压力将至少持续到2022年底\n\n\n5、摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n\n\n6、瑞银：2022年还是没有竞争对手能接近特斯拉\n\n高盛首席执行官David Solomon\n美国银行业高管对通胀表示担忧 美联储加速taper压力走升\n美国银行业高管周二对通胀持续上升的影响表示担忧，加大了美联储加快放缓资产购买步伐计划的压力。\n富国银行首席执行官Charlie Scharf表示，美联储可能需要加快行动以解决通胀问题。高盛首席执行官David Solomon则称，他预计将出现一段更高通胀的时期。\n国际货币基金组织（IMF）上周警告称，通胀压力将加剧，尤其是在美国，并表示美联储官员应更加关注通胀风险。\nScharf在高盛金融服务会议上表示，美联储的行动应该比他们一直以来的行动更快。\n“通胀非常非常真实，”他说。“大多数行业的投入价格明显更高。劳动力短缺和工资增长是非常真实的。这种情况是否持续数年并不完全相关，但肯定会在明年左右产生影响。”\n高盛的Solomon在接受媒体采访时则预计，在一段时间内通胀会更高，但不会重演1970年代的成本上涨。\n“在一段时间内，我们的通胀率有可能高于趋势水平，但这并不意味着会像1970年代那样，”他说。“你必须保持谨慎并适当地管理你的风险。”\n\n辉瑞CEO：omicron似乎更温和但传播速度更快 或导致更多突变\n辉瑞首席执行官Albert Bourla周二表示，新冠omicron变体似乎比以前的毒株温和，但传播速度更快，并在未来可能会导致更多突变。\n“我认为传播速度快的东西不是什么好消息，”Bourla在接受采访时说。“快速传播意味着它将在数十亿人中传播，并且可能会出现另一种突变。这不是你想要的。”\n白宫首席医学顾问福奇（Anthony Fauci）博士此前表示，上周末的南非报告表明，omicron并不像最初担心的那么严重，同时指出需要更多数据来全面评估该变体带来的风险。\n但Bourla警告称，目前很难从南非的感染浪潮中得出结论。只有5%的南非人口年龄在60岁以上，而年轻人的病症通常较轻。他还表示，南非的许多人也感染了HIV，这可能会导致新冠病毒引发更严重的疾病。\nBourla表示，他预计在接下来的几周内，omicron确诊病例的数量将从几十例激增至数百万例。\n\n美前财长萨默斯：美国未来两年衰退几率达四成 软着陆可能性20%-25%\n原美国财政部长拉里·萨默斯表示，通胀已变得根深蒂固，降低了美联储能够在不导致经济衰退的情况下遏制物价上涨的可能性。\n萨默斯现在预计，未来24个月有30%至40%的可能性会出现经济衰退。这位哈佛大学经济学家还估计，所谓的软着陆（即收紧货币政策不会严重遏制经济增长）的可能性在20%到25%之间。\n“有证据表明，在快速增长、通胀的经济环境中，实现软着陆是一件非常困难的事情，” 萨默斯周二表示。\n现年67岁的萨默斯表示，美国现在面临他一生中见过的最严重的劳动力短缺问题。目前的问题是工会现在将通胀补偿加入合同中。而财政部长珍妮特·耶伦则一再地表示，她没有看到薪资-物价螺旋式上升的迹象。\n\n洛杉矶港负责人预计供应链压力将至少持续到2022年底\n美国最大港口运营商的负责人表示，供应链混乱的情况可能至少持续到明年年底才会消退。\n“我们处理进港货物还需要一段时间，数量仍然很高，”洛杉矶港负责人Gene Seroka周二接受采访时表示。\n他预计进港货物数量将在2月中国春节假期前触顶，美国进口商通常会提前很久预订1月订单，以赶在中国工厂和港口休假前补充库存。此外他还表示，零售商和家装公司计划补充库存以提高库存/销售比率，该比率处于2011年以来最低水平。“我认为这种情况至少会持续到2022年末，但我们正在一点一点地取得进展。”\n尽管洛杉矶和长滩港口设法缓和拥堵，但长时间延误的情况依然存在，这些港口合计处理美国40%的入境集装箱。\n\n摩根士丹利上调苹果目标股价 虚拟现实和自动驾驶带来定心丸\n苹果公司的最高目标股价得到第二个机构的支持，摩根士丹利预计该公司将受益于虚拟现实和自动驾驶汽车等新产品类别。\n分析师Katy Huberty对苹果评级为增持，将目标股价从164美元上调至200美元，追平Wedbush给出的价格目标，在媒体跟踪的目标价中并列第一。苹果周二盘中上涨超3%，创历史新高。\n鉴于苹果公司的保密工作，投资者一直难以估值该公司的新产品，但Huberty预计增强现实和虚拟现实以及自动驾驶汽车将最终体现在股价中，并表示苹果也应该受益于科技股“追求品质”的投资趋势。\n“尽管新产品和服务一直带来持续而实质性的收入贡献，但苹果股票似乎没有体现即将推出的新产品的影响，”Huberty在一份报告中写道。“我们相信，随着苹果公司在未来一年推出AR/VR产品，情况会有所改变。”\n\n瑞银：2022年还是没有竞争对手能接近特斯拉\n瑞银（UBS）今日发布投资研究报告，将特斯拉目标股价从725美元调高至1000美元。\n瑞银认为，2022年特斯拉将继续主导电动汽车市场。瑞银分析师帕特里克·胡梅尔（Patrick Hummel）在报告中称：“通过垂直整合，特斯拉能更好地获得芯片和电池。与大多数竞争对手相比，这是特斯拉的关键优势，应该有助于巩固其的市场领导地位。”\n为此，瑞银继续维持特斯拉股票“中性”评级，将目标股价从725美元上调至1000美元。该目标股价略低于特斯拉本周一1009美元的收盘价。\n瑞银做出这一决定，正值电动汽车初创公司Rivian等竞争对手获得了投资者的浓厚兴趣，以及通用汽车等传统汽车制造商致力于追赶特斯拉在在电动汽车市场的领先地位。\n但瑞银认为，特斯拉明年仍将继续主导该市场。瑞银在报告中称：“2022年，仍没有竞争对手能接近特斯拉。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603779967,"gmtCreate":1638456623871,"gmtModify":1638456623871,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603779967","repostId":"2188430596","repostType":4,"repost":{"id":"2188430596","kind":"highlight","pubTimestamp":1638427989,"share":"https://www.laohu8.com/m/news/2188430596?lang=&edition=full","pubTime":"2021-12-02 14:53","market":"us","language":"zh","title":"美股短期或进入“无所适从期”","url":"https://stock-news.laohu8.com/highlight/detail?id=2188430596","media":"智通财经网","summary":"近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从","content":"<p>近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。</p>\n<p><img src=\"https://static.tigerbbs.com/88fdc37fbd292f1e2b5b7204fd3c4f20\" tg-width=\"554\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/fce13e8a12668cd6951d35bc7d058719\" tg-width=\"1017\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p><b>一、市场下跌的原因和担忧背后的逻辑</b></p>\n<p>从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的封锁等应对措施以防止疫情失控，进而对需求和生产都产能新一轮巨大冲击。不过我们注意到市场也有纠结，也在不断的跟随新的信息出现而上下起伏，例如Moderna CEO表示疫苗有效性差而下跌，欧洲CDC发现已有的病例均为轻症而反弹修复。</p>\n<p>不过在这一变化之外，周二美联储主席Powell在国会半年度听证会上意外转鹰的措辞增加了市场的压力，主要原因在于在Omicron病毒本身的一些特性还不是很清晰的情况下，美联储的这一表态使得政策对于疫情的响应函数（reactionfunction）被打乱，<b>市场需要重新评估疫情影响和政策的可能响应方式，预期混乱和未知信息使得市场变得无所适从，只能随着事件和新闻的变化而上下起伏</b>，因此这也是为什么隔夜美国宣布发现首例Omicron病例引发市场担心的主要原因。</p>\n<p>正如我们在12月月报《海外资产配置月报（2021-12）：Omicron的影响路径与政策的反应函数》中分析的，<b>市场目前面临的难点和分歧主要在于已知信息和数据都是后验的而前瞻的信息又存在很大变数</b>。比如10月美国CPI数据超预期创新高以及鲍威尔11月30日有关7~9月Delta疫情影响供应链的表态，其实并没有完全计入从10月初以来能源价格大幅回落以及供应链堵塞（如洛杉矶港口）不再进一步升级甚至边际改善的新变化。但不巧的是，作为新变量的Omicron变种影响短时又难以看清，所以成为了混乱的根源和判断的难点。<b>这里的关键点在于如何理解Omicron疫情的可能影响路径以及美联储政策对此的响应函数（reaction function）。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4dd275b477ef62751627a78192486377\" tg-width=\"717\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>二、Omicron变异的不同情形与政策响应方式：目前还有较多不确定性；疫情影响并非仅在其本身，更多是政策如何应对</b></p>\n<p>目前关于Omicron变异三个主要变量中，已知的信息是其具有一定的高传染性、但是毒性如重症率都还有待确认（目前欧洲和美国发现的案例多数都是轻症），疫苗的有效性也还有待主要药厂进一步的检测结果（《Delta变异能给当前提供什么借鉴？》）。</p>\n<p><img src=\"https://static.tigerbbs.com/51544dffeb0cee32d8cadd5f46dcb665\" tg-width=\"672\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p>根据上述三种情况的不同组合，可能有三种情形，不同情形会决定政策的不同应对方式（如是否对外和对内封锁），而这又会进一步对供给和需求产生不同的影响。</p>\n<p><b>情景一：不形成新一轮的大范围传播，不至于造成供需错配的恶化，甚至在消费需求边际趋弱背景下价格压力可能缓解。</b>如果疫苗相对有效且考虑到目前多国关闭边境的重视程度、未必造成新一轮大范围传播的话，那么就不至于完全逆转9月以来全球疫情整体好转的大方向，进而不至于造成政策重新走向全局性封锁，因此也不至于彻底逆转10月初以来供应链已经边际修复的态势。</p>\n<p><b>情景二：类似于Delta的翻版，在全球形成新一轮大范围传播，但疫苗的及时开发仍能降低死亡率，这在不同市场间会造成分化，也会拖后供应链的修复时间。</b>如果形成了Delta的翻版，那么对以美国为例的主要发达市场而言，对内严格封锁的可能性就不大，因此对需求的扰动可能不大，但自身供给（如码头拥堵和就业意愿）以及外部供给（缺少疫苗保护的新兴市场生产）的扰动仍会存在，相当于将7~9月因Delta疫情升级导致的供应矛盾进一步延长。这会延长价格压力，也可能使政策等待的“耐心”逐步下降，这或许是鲍威尔在听证会上发言意外转鹰所隐含的主要担忧。</p>\n<p><b>情景三：疫情不仅升级，且疫苗保护力不足导致高致死率，全球多数国家或被迫转向全局性封锁，对需求和供给冲击程度都高于Delta。</b>这种情形最为悲观，意味着全球在现有局面下面对新的Omicron都处于无保护的“裸奔”状态，都将不得不在有效疫苗出现前以更为严厉的封锁措施弥补以防止疫情失控。这种情况对供需两端的冲击明显大于Delta升级，不仅将使得风险资产承压，也会使得货币政策进入进退两难的境地。</p>\n<p><b>基准情形下，我们预计整体情形并不至于往最差的方向发展</b>，毕竟当前更高的疫苗接种比例、各国政府更重视的程度、以及疫苗研发的更快进展，都要比此前面对Delta变异时要好得多。即便是当时Delta升级时，也没有对股市造成过大冲击，只不过现在不同的是此前Delta积累的矛盾还未完全消化。</p>\n<p><img src=\"https://static.tigerbbs.com/8fdbabec2ffe01949d56663edb449aba\" tg-width=\"861\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/51a1b7f295dca428879091f7344671a5\" tg-width=\"710\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/fbeb2baee469a255117b5588c6c3ac3f\" tg-width=\"645\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p><b>三、货币政策意外转鹰？疫情特征也影响后续政策容忍和持续转鹰程度</b></p>\n<p>鲍威尔周二在国会意外转鹰的确让市场感到意外，要知道其在11月FOMC会议上还继续传递相对鸽派的信号，这背后可能的原因除了来自美联储内部、国会和民众的压力，可能也是对于7~9月Delta变异的确造成供需矛盾加剧下价格压力不断升温的一个回应，同时也隐含了也隐含了对于未来Omicron重蹈这一覆辙的担忧。</p>\n<p><b>不过从讨论到最终落地之间还有一些变数有待观察</b>，毕竟Omicron的剧本是否会重演Delta还是未知数，同时发生在10月通胀数据后能源价格和供应链的改善也还没有得到数据验证，而这些都将在12月FOMC会议前（12月14~15日）有一些分晓。在我们上述描述的三种Omicron情形中，第一种和第二种情况可能都会使得美联储先讨论加快减量节奏的可能性以应对已经发生的压力，但第一种情形下有望降低其后续持续超预期紧缩的压力；第三种情况将使得美联储陷入高价格和需求冲击下的进退两难境地，但需求侧的冲击可能会在预期层面降低市场的紧缩预期。近期长端利率处于低位，可能一定程度上也反映了长期增长预期的回落和价格压力的边际缓解。</p>\n<p><img src=\"https://static.tigerbbs.com/da80183b2a08908f7ee0d920e98ab3b5\" tg-width=\"712\" tg-height=\"437\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/e8c058ddce27104b704ce2c8a387a55b\" tg-width=\"663\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p><b>三、市场短期或进入“无所适从期”</b></p>\n<p>疫情特性及影响的不确定性、货币政策路径的可能变化，债务上限重新卷土重来，都有可能使得市场需要重新给这些不确定性进行定价，有一定的重新锚定期，而在此之前无法形成清晰的方向，<b>因此可能进入一个“无所适从期”，随着新闻或事件的变化而上下起伏</b>。例如，美国披露出首个Omicron案例并开始传播、以及美联储决定要加快减量时，都可能从情绪上对市场造成冲击。</p>\n<p><b>在基准情形下，我们预计市场或在这一位置上起伏波动，待上述情形逐渐明朗，在此期间不排除出现压力。</b>相对较高的获利盘和个人持股杠杆处于高位也可能会放大波动。但如果出现大幅调整的话，我们认为仍可以提供更好的介入机会。综合我们对于美股各个层面指标的分析，我们认为现在还没有到完全转向熊市周期的程度（《从熊市指标体系看美股亮起几盏“红灯”》）。</p>\n<p>整体上，我们维持在年度展望《2022年展望：当增长落差遇上流动性拐点》中的判断，我们认为全球增长趋弱和总需求回落是一个相对确定的大环境，在这一大环境下，谁能够“接棒”将决定市场间强弱，而总供给修复的快慢则决定价格压力的粘性（如上文中提到的最新Omicron变异是否会延长本已被Delta推高的供需矛盾）。因此，基准情形下，我们维持总供给修复弹性大于总需求的判断，也即从资产定价角度价格压力可能让位于增长趋弱成为主要矛盾，这将使得长端利率逐步筑顶回落、股市内部成长风格占优。因此，我们对于股&gt;债&gt;黄金&gt;大宗整体的排序建议不变，尽管在12月可能面临波动上升、回报降低的局面。</p>\n<p>当然，我们这一看法面临的下行风险是疫情超预期带来通胀超预期，美联储明显转鹰超预期，这将会给风险资产造成较大冲击。</p>\n<p><img src=\"https://static.tigerbbs.com/e6b215994dea316bd7032a33c53e80b9\" tg-width=\"743\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/03964eb9f59e1823c262c09bd6fe4c9e\" tg-width=\"813\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p>","source":"highlight_zhitongcaijin","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>美股短期或进入“无所适从期”</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{ 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}\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美股短期或进入“无所适从期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 14:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/614046.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/614046.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4504":"桥水持仓","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","DOG":"道指反向ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓",".DJI":"道琼斯","QID":"纳指两倍做空ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/614046.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2188430596","content_text":"近期美股市场在Omicron新变种担忧和Powell意外转鹰的双重因素影响下连续回调，引发了市场的广泛关注。结合当下最新的情况，我们简评如下，供投资者参考。\n\n\n一、市场下跌的原因和担忧背后的逻辑\n从上周五开始，市场之所以出现调整，其担心的逻辑链条是Omicron新变种的高传染性、如果叠加高致病性、且当前疫苗基本无效的话，可能使得全球都陷入没有防备的“裸奔”状态，这进而会导致政策不得不采取更多的封锁等应对措施以防止疫情失控，进而对需求和生产都产能新一轮巨大冲击。不过我们注意到市场也有纠结，也在不断的跟随新的信息出现而上下起伏，例如Moderna CEO表示疫苗有效性差而下跌，欧洲CDC发现已有的病例均为轻症而反弹修复。\n不过在这一变化之外，周二美联储主席Powell在国会半年度听证会上意外转鹰的措辞增加了市场的压力，主要原因在于在Omicron病毒本身的一些特性还不是很清晰的情况下，美联储的这一表态使得政策对于疫情的响应函数（reactionfunction）被打乱，市场需要重新评估疫情影响和政策的可能响应方式，预期混乱和未知信息使得市场变得无所适从，只能随着事件和新闻的变化而上下起伏，因此这也是为什么隔夜美国宣布发现首例Omicron病例引发市场担心的主要原因。\n正如我们在12月月报《海外资产配置月报（2021-12）：Omicron的影响路径与政策的反应函数》中分析的，市场目前面临的难点和分歧主要在于已知信息和数据都是后验的而前瞻的信息又存在很大变数。比如10月美国CPI数据超预期创新高以及鲍威尔11月30日有关7~9月Delta疫情影响供应链的表态，其实并没有完全计入从10月初以来能源价格大幅回落以及供应链堵塞（如洛杉矶港口）不再进一步升级甚至边际改善的新变化。但不巧的是，作为新变量的Omicron变种影响短时又难以看清，所以成为了混乱的根源和判断的难点。这里的关键点在于如何理解Omicron疫情的可能影响路径以及美联储政策对此的响应函数（reaction function）。\n\n二、Omicron变异的不同情形与政策响应方式：目前还有较多不确定性；疫情影响并非仅在其本身，更多是政策如何应对\n目前关于Omicron变异三个主要变量中，已知的信息是其具有一定的高传染性、但是毒性如重症率都还有待确认（目前欧洲和美国发现的案例多数都是轻症），疫苗的有效性也还有待主要药厂进一步的检测结果（《Delta变异能给当前提供什么借鉴？》）。\n\n根据上述三种情况的不同组合，可能有三种情形，不同情形会决定政策的不同应对方式（如是否对外和对内封锁），而这又会进一步对供给和需求产生不同的影响。\n情景一：不形成新一轮的大范围传播，不至于造成供需错配的恶化，甚至在消费需求边际趋弱背景下价格压力可能缓解。如果疫苗相对有效且考虑到目前多国关闭边境的重视程度、未必造成新一轮大范围传播的话，那么就不至于完全逆转9月以来全球疫情整体好转的大方向，进而不至于造成政策重新走向全局性封锁，因此也不至于彻底逆转10月初以来供应链已经边际修复的态势。\n情景二：类似于Delta的翻版，在全球形成新一轮大范围传播，但疫苗的及时开发仍能降低死亡率，这在不同市场间会造成分化，也会拖后供应链的修复时间。如果形成了Delta的翻版，那么对以美国为例的主要发达市场而言，对内严格封锁的可能性就不大，因此对需求的扰动可能不大，但自身供给（如码头拥堵和就业意愿）以及外部供给（缺少疫苗保护的新兴市场生产）的扰动仍会存在，相当于将7~9月因Delta疫情升级导致的供应矛盾进一步延长。这会延长价格压力，也可能使政策等待的“耐心”逐步下降，这或许是鲍威尔在听证会上发言意外转鹰所隐含的主要担忧。\n情景三：疫情不仅升级，且疫苗保护力不足导致高致死率，全球多数国家或被迫转向全局性封锁，对需求和供给冲击程度都高于Delta。这种情形最为悲观，意味着全球在现有局面下面对新的Omicron都处于无保护的“裸奔”状态，都将不得不在有效疫苗出现前以更为严厉的封锁措施弥补以防止疫情失控。这种情况对供需两端的冲击明显大于Delta升级，不仅将使得风险资产承压，也会使得货币政策进入进退两难的境地。\n基准情形下，我们预计整体情形并不至于往最差的方向发展，毕竟当前更高的疫苗接种比例、各国政府更重视的程度、以及疫苗研发的更快进展，都要比此前面对Delta变异时要好得多。即便是当时Delta升级时，也没有对股市造成过大冲击，只不过现在不同的是此前Delta积累的矛盾还未完全消化。\n\n\n\n三、货币政策意外转鹰？疫情特征也影响后续政策容忍和持续转鹰程度\n鲍威尔周二在国会意外转鹰的确让市场感到意外，要知道其在11月FOMC会议上还继续传递相对鸽派的信号，这背后可能的原因除了来自美联储内部、国会和民众的压力，可能也是对于7~9月Delta变异的确造成供需矛盾加剧下价格压力不断升温的一个回应，同时也隐含了也隐含了对于未来Omicron重蹈这一覆辙的担忧。\n不过从讨论到最终落地之间还有一些变数有待观察，毕竟Omicron的剧本是否会重演Delta还是未知数，同时发生在10月通胀数据后能源价格和供应链的改善也还没有得到数据验证，而这些都将在12月FOMC会议前（12月14~15日）有一些分晓。在我们上述描述的三种Omicron情形中，第一种和第二种情况可能都会使得美联储先讨论加快减量节奏的可能性以应对已经发生的压力，但第一种情形下有望降低其后续持续超预期紧缩的压力；第三种情况将使得美联储陷入高价格和需求冲击下的进退两难境地，但需求侧的冲击可能会在预期层面降低市场的紧缩预期。近期长端利率处于低位，可能一定程度上也反映了长期增长预期的回落和价格压力的边际缓解。\n\n\n三、市场短期或进入“无所适从期”\n疫情特性及影响的不确定性、货币政策路径的可能变化，债务上限重新卷土重来，都有可能使得市场需要重新给这些不确定性进行定价，有一定的重新锚定期，而在此之前无法形成清晰的方向，因此可能进入一个“无所适从期”，随着新闻或事件的变化而上下起伏。例如，美国披露出首个Omicron案例并开始传播、以及美联储决定要加快减量时，都可能从情绪上对市场造成冲击。\n在基准情形下，我们预计市场或在这一位置上起伏波动，待上述情形逐渐明朗，在此期间不排除出现压力。相对较高的获利盘和个人持股杠杆处于高位也可能会放大波动。但如果出现大幅调整的话，我们认为仍可以提供更好的介入机会。综合我们对于美股各个层面指标的分析，我们认为现在还没有到完全转向熊市周期的程度（《从熊市指标体系看美股亮起几盏“红灯”》）。\n整体上，我们维持在年度展望《2022年展望：当增长落差遇上流动性拐点》中的判断，我们认为全球增长趋弱和总需求回落是一个相对确定的大环境，在这一大环境下，谁能够“接棒”将决定市场间强弱，而总供给修复的快慢则决定价格压力的粘性（如上文中提到的最新Omicron变异是否会延长本已被Delta推高的供需矛盾）。因此，基准情形下，我们维持总供给修复弹性大于总需求的判断，也即从资产定价角度价格压力可能让位于增长趋弱成为主要矛盾，这将使得长端利率逐步筑顶回落、股市内部成长风格占优。因此，我们对于股>债>黄金>大宗整体的排序建议不变，尽管在12月可能面临波动上升、回报降低的局面。\n当然，我们这一看法面临的下行风险是疫情超预期带来通胀超预期，美联储明显转鹰超预期，这将会给风险资产造成较大冲击。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124904951,"gmtCreate":1624715298173,"gmtModify":1631891404962,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Long term still bull","listText":"Long term still bull","text":"Long term still bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124904951","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","kind":"news","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Can BABA Get Back To $300? Yes, It Can</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: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">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"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115798096,"gmtCreate":1623029709315,"gmtModify":1631885409931,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$UBER 20210618 50.0 CALL(UBER)$</a>小试身手","listText":"<a href=\"https://laohu8.com/S/UBER\">$UBER 20210618 50.0 CALL(UBER)$</a>小试身手","text":"$UBER 20210618 50.0 CALL(UBER)$小试身手","images":[{"img":"https://static.tigerbbs.com/94bd0680479d7cd90a926fd47632840c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115798096","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":137487535,"gmtCreate":1622378187827,"gmtModify":1634101936221,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Recover a bit","listText":"Recover a bit","text":"Recover a bit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/137487535","repostId":"2138765488","repostType":4,"repost":{"id":"2138765488","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1622215232,"share":"https://www.laohu8.com/m/news/2138765488?lang=&edition=full","pubTime":"2021-05-28 23:20","market":"us","language":"en","title":"Tesla shares dip on recall rumors","url":"https://stock-news.laohu8.com/highlight/detail?id=2138765488","media":"Reuters","summary":"May 28  - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","content":"<p>May 28 (Reuters) - Shares of Tesla Inc&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares dip on recall rumors</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\">\nTesla shares dip on recall rumors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-28 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 28 (Reuters) - Shares of Tesla Inc&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138765488","content_text":"May 28 (Reuters) - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329437087,"gmtCreate":1615267182749,"gmtModify":1703486497489,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Nice oppptunity","listText":"Nice oppptunity","text":"Nice oppptunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329437087","repostId":"1101472939","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800469888,"gmtCreate":1627312681744,"gmtModify":1631883957963,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20210730 380.0 CALL(ZM)$</a>uup upp","listText":"<a href=\"https://laohu8.com/S/ZM\">$ZM 20210730 380.0 CALL(ZM)$</a>uup upp","text":"$ZM 20210730 380.0 CALL(ZM)$uup upp","images":[{"img":"https://static.tigerbbs.com/e1e92e0cf50cd0f45447bb52f9c90e70","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800469888","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173292504,"gmtCreate":1626660793708,"gmtModify":1631891404937,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Push higher please&nbsp;","listText":"Push higher please&nbsp;","text":"Push higher please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173292504","repostId":"1145016620","repostType":4,"repost":{"id":"1145016620","kind":"news","pubTimestamp":1626656005,"share":"https://www.laohu8.com/m/news/1145016620?lang=&edition=full","pubTime":"2021-07-19 08:53","market":"us","language":"en","title":"Canada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1145016620","media":"Benzinga","summary":"Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfiel","content":"<p>Last year brought triple-digit growth to Canada’s legal cannabis market. According to the&nbsp;<b>Brightfield Group’s</b>&nbsp;latest “Canadian Cannabis Market” report, this was largely driven by:</p>\n<ul>\n <li>Increased brick-and-mortar retail access – especially in Ontario, British Columbia and Quebec;</li>\n <li>An expansion in e-commerce and click-and-collect offerings;</li>\n <li>Pricing that was more competitive with the illicit market;</li>\n <li>Retailers adapting to a pandemic context, helping prompt vast growth despite an unprecedented backdrop of lockdowns and store closures.</li>\n</ul>\n<p>The Rise Of Value Brands</p>\n<p>As the product selection continued to diversify and prices became more competitive in the Canadian cannabis market, an array of value brands emerged.</p>\n<p>With lower prices, we saw increased customer conversion from illicit to legal markets.</p>\n<p>This not only brought valuable traffic from heavier users to the former, but it also spurred an influx of completely new consumers making a foray into regulated markets as prices made the commitment of “giving weed a shot” much lower and less intimidating.</p>\n<p>Commenting on the findings, Jamie Schau, international research manager at the Brightfield Group, said, “The Canadian market is witnessing impressive growth, with adult-use cannabis growing 118% in 2020 and in line to grow another 60% this year. That growth has ushered in a new era of adult-use cannabis, one that has brought not only an ever-evolving set of both 1.0 and 2.0 product offerings, but increasingly sophisticated and strategic competitors across the supply chain, and more diverse and demanding consumers.”</p>\n<p>Improving The Experience</p>\n<p>Another big trend of 2020 was that of Canadian licensed producers focusing on improving product quality, branding and consumer experiences. This, in turn, led to ameliorated brand recognition and loyalty across the market, the report says.</p>\n<p>And we can only expect this trend to continue in the next stage of Canadian cannabis, the researchers assure. Brands will seek to appeal to a deeper, more diverse pool of consumers with their product offerings and messaging – all while balancing regulatory compliance with the innovation and quality a more mature market will demand.</p>\n<p>As the market evolves, we will also witness continued partnerships and consolidation, with companies coming together to streamline and play to their strengths to successfully compete in a crowded field.</p>\n<p>By The Numbers</p>\n<p>Key findings of Brightfield’s report include:</p>\n<ul>\n <li>Adult-use sales increased significantly, from roughly $1.2 billion in 2019 to $2.6 billion 2020.</li>\n <li>Adult-use sales are set to grow another 60% by the end of 2021.</li>\n <li>Retail openings and price drops were notable catalysts for growth in 2020, especially in Ontario and British Columbia.</li>\n <li>Partnerships and M&amp;A are ramping up — most notably, partnerships between Canadian LPs and U.S. brands.</li>\n <li>Value brands (especially in the flower category) continue to perform well as competitive prices have helped convert legacy users to the legal market and drive growth in demand.</li>\n <li>Distribution of THC drinks surged towards the end of the year, despite an overall lackluster year in sales. Brightfield projects the market share of drinks in Canada will grow to 7% by 2026.</li>\n</ul>\n<p>“We look forward to watching the market continue to mature as retail openings and price competitiveness make cannabis more approachable for Canadian consumers, and compelling brands and products continue to surge,” Schau ended.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next</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\">\nCanada Cannabis Sales Doubled In 2020, Hitting $2.6 Billion: Here's What's Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 08:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfield Group’s latest “Canadian Cannabis Market” report, this was largely driven by:\n\nIncreased brick-and...</p>\n\n<a href=\"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TLRY":"Tilray Inc."},"source_url":"https://www.benzinga.com/markets/cannabis/21/07/22032389/canada-cannabis-sales-doubled-in-2020-hitting-2-6-billion-heres-whats-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145016620","content_text":"Last year brought triple-digit growth to Canada’s legal cannabis market. According to the Brightfield Group’s latest “Canadian Cannabis Market” report, this was largely driven by:\n\nIncreased brick-and-mortar retail access – especially in Ontario, British Columbia and Quebec;\nAn expansion in e-commerce and click-and-collect offerings;\nPricing that was more competitive with the illicit market;\nRetailers adapting to a pandemic context, helping prompt vast growth despite an unprecedented backdrop of lockdowns and store closures.\n\nThe Rise Of Value Brands\nAs the product selection continued to diversify and prices became more competitive in the Canadian cannabis market, an array of value brands emerged.\nWith lower prices, we saw increased customer conversion from illicit to legal markets.\nThis not only brought valuable traffic from heavier users to the former, but it also spurred an influx of completely new consumers making a foray into regulated markets as prices made the commitment of “giving weed a shot” much lower and less intimidating.\nCommenting on the findings, Jamie Schau, international research manager at the Brightfield Group, said, “The Canadian market is witnessing impressive growth, with adult-use cannabis growing 118% in 2020 and in line to grow another 60% this year. That growth has ushered in a new era of adult-use cannabis, one that has brought not only an ever-evolving set of both 1.0 and 2.0 product offerings, but increasingly sophisticated and strategic competitors across the supply chain, and more diverse and demanding consumers.”\nImproving The Experience\nAnother big trend of 2020 was that of Canadian licensed producers focusing on improving product quality, branding and consumer experiences. This, in turn, led to ameliorated brand recognition and loyalty across the market, the report says.\nAnd we can only expect this trend to continue in the next stage of Canadian cannabis, the researchers assure. Brands will seek to appeal to a deeper, more diverse pool of consumers with their product offerings and messaging – all while balancing regulatory compliance with the innovation and quality a more mature market will demand.\nAs the market evolves, we will also witness continued partnerships and consolidation, with companies coming together to streamline and play to their strengths to successfully compete in a crowded field.\nBy The Numbers\nKey findings of Brightfield’s report include:\n\nAdult-use sales increased significantly, from roughly $1.2 billion in 2019 to $2.6 billion 2020.\nAdult-use sales are set to grow another 60% by the end of 2021.\nRetail openings and price drops were notable catalysts for growth in 2020, especially in Ontario and British Columbia.\nPartnerships and M&A are ramping up — most notably, partnerships between Canadian LPs and U.S. brands.\nValue brands (especially in the flower category) continue to perform well as competitive prices have helped convert legacy users to the legal market and drive growth in demand.\nDistribution of THC drinks surged towards the end of the year, despite an overall lackluster year in sales. Brightfield projects the market share of drinks in Canada will grow to 7% by 2026.\n\n“We look forward to watching the market continue to mature as retail openings and price competitiveness make cannabis more approachable for Canadian consumers, and compelling brands and products continue to surge,” Schau ended.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170633753,"gmtCreate":1626425244872,"gmtModify":1631891404937,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170633753","repostId":"2151050314","repostType":2,"repost":{"id":"2151050314","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626424330,"share":"https://www.laohu8.com/m/news/2151050314?lang=&edition=full","pubTime":"2021-07-16 16:32","market":"us","language":"en","title":"Exxon Mobil signs MOU to participate in Scotland's Acorn CCS project","url":"https://stock-news.laohu8.com/highlight/detail?id=2151050314","media":"Reuters","summary":"LONDON, July 16 (Reuters) - Exxon Mobil has signed a memorandum of understanding to participate in a","content":"<p>LONDON, July 16 (Reuters) - Exxon Mobil has signed a memorandum of understanding to participate in a carbon capture and storage <a href=\"https://laohu8.com/S/CCS.UK\">$(CCS.UK)$</a> project in Scotland, the U.S. oil and gas producer said on Friday.</p>\n<p>The Acorn CCS project plans to capture and store approximately 5-6 million tonnes of carbon dioxide a year by 2030 from gas terminals at the St Fergus complex at Peterhead, which includes ExxonMobil's joint venture gas terminal.</p>\n<p>Once expanded, it aims to store more than 20 million tonnes of carbon emissions a year by the mid-2030s, Exxon Mobil said.</p>\n<p>\"ExxonMobil has more than 30 years’ experience in CCS technology and is advancing plans for multiple new CCS opportunities around the world,\" said Joe Blommaert, president of low carbon solutions at ExxonMobil.</p>\n<p>CCS traps emissions and buries them underground but is not yet at the commercialisation stage.</p>\n<p>The Acorn project is being led by a wholly-owned subsidiary of Storegga Geotechnologies, Pale Blue Dot Energy, with support from <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Group with a 21.5% shareholding and Singapore sovereign wealth fund GIC with a 15.4% shareholding.</p>\n<p>Exxon, which posted a loss of $22.4 billion last year, is under pressure from shareholder groups to shift to cleaner fuels.</p>\n<p>Exxon has pledged to increase spending on low-carbon projects and lower the intensity of its greenhouse gas emissions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Exxon Mobil signs MOU to participate in Scotland's Acorn CCS project</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{ 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}\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\">\nExxon Mobil signs MOU to participate in Scotland's Acorn CCS project\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-16 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, July 16 (Reuters) - Exxon Mobil has signed a memorandum of understanding to participate in a carbon capture and storage <a href=\"https://laohu8.com/S/CCS.UK\">$(CCS.UK)$</a> project in Scotland, the U.S. oil and gas producer said on Friday.</p>\n<p>The Acorn CCS project plans to capture and store approximately 5-6 million tonnes of carbon dioxide a year by 2030 from gas terminals at the St Fergus complex at Peterhead, which includes ExxonMobil's joint venture gas terminal.</p>\n<p>Once expanded, it aims to store more than 20 million tonnes of carbon emissions a year by the mid-2030s, Exxon Mobil said.</p>\n<p>\"ExxonMobil has more than 30 years’ experience in CCS technology and is advancing plans for multiple new CCS opportunities around the world,\" said Joe Blommaert, president of low carbon solutions at ExxonMobil.</p>\n<p>CCS traps emissions and buries them underground but is not yet at the commercialisation stage.</p>\n<p>The Acorn project is being led by a wholly-owned subsidiary of Storegga Geotechnologies, Pale Blue Dot Energy, with support from <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Group with a 21.5% shareholding and Singapore sovereign wealth fund GIC with a 15.4% shareholding.</p>\n<p>Exxon, which posted a loss of $22.4 billion last year, is under pressure from shareholder groups to shift to cleaner fuels.</p>\n<p>Exxon has pledged to increase spending on low-carbon projects and lower the intensity of its greenhouse gas emissions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","ATV":"橡果国际","MQG.AU":"Macquarie"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151050314","content_text":"LONDON, July 16 (Reuters) - Exxon Mobil has signed a memorandum of understanding to participate in a carbon capture and storage $(CCS.UK)$ project in Scotland, the U.S. oil and gas producer said on Friday.\nThe Acorn CCS project plans to capture and store approximately 5-6 million tonnes of carbon dioxide a year by 2030 from gas terminals at the St Fergus complex at Peterhead, which includes ExxonMobil's joint venture gas terminal.\nOnce expanded, it aims to store more than 20 million tonnes of carbon emissions a year by the mid-2030s, Exxon Mobil said.\n\"ExxonMobil has more than 30 years’ experience in CCS technology and is advancing plans for multiple new CCS opportunities around the world,\" said Joe Blommaert, president of low carbon solutions at ExxonMobil.\nCCS traps emissions and buries them underground but is not yet at the commercialisation stage.\nThe Acorn project is being led by a wholly-owned subsidiary of Storegga Geotechnologies, Pale Blue Dot Energy, with support from Macquarie Group with a 21.5% shareholding and Singapore sovereign wealth fund GIC with a 15.4% shareholding.\nExxon, which posted a loss of $22.4 billion last year, is under pressure from shareholder groups to shift to cleaner fuels.\nExxon has pledged to increase spending on low-carbon projects and lower the intensity of its greenhouse gas emissions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153480216,"gmtCreate":1625042365535,"gmtModify":1631891404950,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153480216","repostId":"1166772342","repostType":4,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127884215,"gmtCreate":1624843449837,"gmtModify":1631891404953,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127884215","repostId":"2146007118","repostType":4,"repost":{"id":"2146007118","kind":"news","pubTimestamp":1624826996,"share":"https://www.laohu8.com/m/news/2146007118?lang=&edition=full","pubTime":"2021-06-28 04:49","market":"us","language":"en","title":"June jobs report, Consumer confidence: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2146007118","media":"Yahoo Finance","summary":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.However, a confluence of ","content":"<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.</p>\n<p>On Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.</p>\n<p>Non-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.</p>\n<p>\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"</p>\n<p>Even with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.</p>\n<p>But both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b881fe96eccc72cff61bf35b0dfa72fa\" tg-width=\"5210\" tg-height=\"3404\" referrerpolicy=\"no-referrer\"><span>SAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images</span></p>\n<p>\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"</p>\n<p>However, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.</p>\n<p>\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"</p>\n<p>\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"</p>\n<h2>Consumer confidence</h2>\n<h2></h2>\n<p>Another closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.</p>\n<p>The headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.</p>\n<p>Like investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.</p>\n<p>Not only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.</p>\n<p>\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"</p>\n<p>Still, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.</p>\n<h2>Economic Calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&amp;P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);</p></li>\n <li><p><b>Thursday: </b>Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)</p></li>\n <li><p><b>Friday: </b>Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)</p></li>\n</ul>\n<h2>Earnings Calendar</h2>\n<ul>\n <li><p><b>Monday:</b> N/A</p></li>\n <li><p><b>Tuesday: </b>N/A</p></li>\n <li><p><b>Wednesday: </b>Constellation Brands (STZ), Bed Bath &amp; Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close</p></li>\n <li><p><b>Thursday: </b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA) before market open</p></li>\n <li><p><b>Friday:</b> N/A</p></li>\n</ul>","source":"yahoofinance_au","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>June jobs report, Consumer confidence: What to know this week</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\">\nJune jobs report, Consumer confidence: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 04:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 ...</p>\n\n<a href=\"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/june-jobs-report-consumer-confidence-what-to-know-this-week-204956329.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146007118","content_text":"This week's packed slate of economic data reports will include an update on the labor market and new data on consumer confidence, offering fresh looks at the pace and perception of the COVID-19 recovery for many Americans.\nOn Friday, the Labor Department will release its June jobs report. The print is expected to show an acceleration in rehiring and a step lower in the unemployment rate, helping alleviate some of the labor shortages reported across the economy as of late.\nNon-farm payrolls likely grew by 700,000 in June, according to Bloomberg consensus data. This would accelerate from the 559,000 added back in May and mark the biggest rise since March. And the unemployment rate is expected to move down to 5.6% from 5.8% in May, bringing the jobless rate closer to its pre-pandemic, 50-year low of 3.5%.\n\"Payrolls probably surged again in June, with the pace up from the +559,000 in May,\" TD Securities strategists wrote in a note Friday. \"Some acceleration in the private sector is suggested by the Homebase data, while government payrolls probably benefited from fewer than usual end-of-school-year layoffs.\"\nEven with a sizable monthly payroll gain, the economy would still be well off its pre-pandemic levels of employment. Heading into June, the U.S. economy was still down by more than 7 million payrolls compared to February 2020, with the deficit most pronounced in high-contact services industries like restaurants and hotels.\nBut both services and manufacturing companies have cited shortages of qualified workers to fill open positions, which hit a record high of over 9 million as of latest data. These supply-and-demand mismatches in the labor market – with shortages noted by firms from FedEx (FDX) to Yum Brands (YUM) — have also begun to push wages higher and created additional costs for businesses. In Friday's report, average hourly earnings are expected to jump 3.6% year-on-year for June, accelerating from May's 2% increase.\nSAN FRANCISCO, CALIFORNIA - JUNE 03: A pedestrian walks by a Now Hiring sign outside of a Lamps Plus store on June 03, 2021 in San Francisco, California. According to a U.S. Labor Department report, jobless claims fell for a fifth straight week to 385,000. (Photo by Justin Sullivan/Getty Images)Justin Sullivan via Getty Images\n\"Strong demand and weak supply should continue to put upward pressure on wages,\" Bank of America economist Michelle Meyer wrote in a note. \"Workers are quitting at a higher rate as they find better opportunities.\"\nHowever, a confluence of factors that have kept workers on the sidelines of the labor market may start to lessen in the coming months, some economists noted. Many have agreed that a combination of childcare concerns, fears of contracting COVID-19 and ongoing enhanced federal unemployment benefits have contributed to the still-elevated levels of joblessness, but that each of these should diminish as schools reopen, vaccinations continue and jobless benefits get phased out over the next several months.\n\"Labor supply may soon pick up,\" Meyer said. \"We find evidence of a quicker drop in unemployment insurance (UI) applications in states that discontinued generous federal UI benefits.\"\n\"Four states — Alaska, Iowa, Mississippi and Missouri — opted out in June 12 and UI applications in those states have fallen faster compared to other states, according to the latest initial jobless claims figures,\" she added. \"With another eight states opting out in the week ending June 19 and a total of 25 states by end of the summer, more workers should return to the workforce, helping to ease wage pressures and help meet the strong labor demand in the economy.\"\nConsumer confidence\n\nAnother closely watched economic data print this week will be the Conference Board's June consumer confidence index, which is expected to reflect a strong pick-up in sentiment during the recovery and heading into the summer. The report is due for release Tuesday morning.\nThe headline index is likely to rise to 119.0 for June from 117.2 in May, according to Bloomberg consensus data. This would mark the highest level since February 2020's 132.6, which itself had been a near two-decade high.\nLike investors, consumers have begun to warm to the notion that inflationary pressures seen during the early stages of the economic recovery may prove transitory. This has helped raise consumers' future expectations for their spending power and boosted sentiment at large, according to other consumer sentiment surveys including the University of Michigan's Surveys of Consumers.\nNot only did year-ahead inflation expectations fall slightly to 4.2% in June from May's decade peak of 4.6%, consumers also believed that the price surges will mostly be temporary,\" Richard Curtin, chief economist for the Surveys of Consumers, said on Friday.\n\"When the pandemic first started, consumers were quite uncertain about their job and income prospects, but reported widespread declines in market prices for homes, vehicles, and household durables,\" he added. \"Those favorable price references have dropped to the most negative in a decade, and job and income prospects have improved, but not quite as favorable as in the last few years of the prior expansion.\"\nStill, in a sign of some downside risk in Tuesday's report from the Conference Board, the University of Michigan's June final sentiment index edged lower to 85.5, coming in below the 86.4 preliminary print, but still above May's reading of 82.9.\nEconomic Calendar\n\nMonday: Dallas Fed Manufacturing Activity Index, June (32.5 expected, 34.9 in May)\nTuesday: FHFA House Price Index, month-on-month, April (1.7% expected, 1.4% in March); S&P CoreLogic Case-Shiller 20-City Composite index, month-over-month, April (1.80% expected, 1.60% in March); S&P CoreLogic Case-Shiller 20-City Composite index, year-over-year, April (13.27% in March); Conference Board Consumer Confidence, June (119.0 expected, 117.2 in May)\nWednesday: MBA Mortgage Applications, week ended June 25 (2.1% during prior week); ADP Employment Change, June (575,000 expected, 978,000 in May); MNI Chicago PMI, June (70.0 expected, 75.2 in May); Pending home sales, month-over-month, May (-1.0% expected, -4.4% in April);\nThursday: Challenger Job Cuts, year-over-year, June (-93.8% in May); Initial jobless claims, week ended June 26 (380,000 expected, 411,000 during prior week); Continuing claims, week ended June 19 (3.39 million during prior week); Markit US Manufacturing PMI, June final (62.6 in prior print); Construction Spending month-over-month, May (0.5% expected 0.2% in April); ISM Manufacturing, June (61.0 expected, 61.2 in May)\nFriday: Change in non-farm payrolls, June (700,000 expected, 559,000 in May); Unemployment rate, June (5.6% expected, 5.8% in May); Average hourly earnings year-over-year, June (3.6% expected, 2.0% in May); Average hourly earnings, month-over-month, June (0.4% expected, 0.5% in May); Trade balance, May (-$71.0 billion expected, -$68.9 billion in April); Factory orders, May (1.5% expected, -0.6% in April); Durable goods orders, May final (2.3% in prior print); Durable goods orders excluding transportation, May final (2.3% in prior print); Non-defense capital goods orders excluding aircraft, May final (-0.1% in April); Non-defense capital goods shipments excluding aircraft, May final (0.9% in prior print)\n\nEarnings Calendar\n\nMonday: N/A\nTuesday: N/A\nWednesday: Constellation Brands (STZ), Bed Bath & Beyond (BBBY), General Mills (GIS) before market open; Micron Technologies (MU) after market close\nThursday: Walgreens Boots Alliance (WBA) before market open\nFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135218030,"gmtCreate":1622164939320,"gmtModify":1634183253815,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135218030","repostId":"1148985369","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691831636,"gmtCreate":1640161978840,"gmtModify":1640161978918,"author":{"id":"3555309341797709","authorId":"3555309341797709","name":"Mcfg318","avatar":"https://static.tigerbbs.com/2642953fb3241ca202fb476b05af0491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555309341797709","idStr":"3555309341797709"},"themes":[],"htmlText":"[喷血]&nbsp;[喷血]&nbsp;","listText":"[喷血]&nbsp;[喷血]&nbsp;","text":"[喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691831636","repostId":"1157194524","repostType":2,"repost":{"id":"1157194524","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640161521,"share":"https://www.laohu8.com/m/news/1157194524?lang=&edition=full","pubTime":"2021-12-22 16:25","market":"us","language":"en","title":"Tesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157194524","media":"Benzinga","summary":"Tesla Inc’s quality head Bruce Watson has moved to JB Straubel’s battery recycling startup Redwood M","content":"<p><b>Tesla Inc’s</b>&nbsp;quality head&nbsp;<b>Bruce Watson</b>&nbsp;has moved to&nbsp;<b>JB Straubel</b>’s battery&nbsp;recycling startup&nbsp;<b>Redwood Materials</b>&nbsp;in a similar role.</p>\n<p><b>What Happened:</b>&nbsp;Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.</p>\n<p>The executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"</p>\n<p>The company plans to reveal the location of the facility early next year.</p>\n<p><b>Why It Matters:</b>&nbsp;Redwood, led by Tesla co-founder JB Straubel,&nbsp;is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nTesla Loses Quality Head To Co-Founder JB Straubel's Battery Recycling Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-22 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc’s</b>&nbsp;quality head&nbsp;<b>Bruce Watson</b>&nbsp;has moved to&nbsp;<b>JB Straubel</b>’s battery&nbsp;recycling startup&nbsp;<b>Redwood Materials</b>&nbsp;in a similar role.</p>\n<p><b>What Happened:</b>&nbsp;Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.</p>\n<p>The executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"</p>\n<p>The company plans to reveal the location of the facility early next year.</p>\n<p><b>Why It Matters:</b>&nbsp;Redwood, led by Tesla co-founder JB Straubel,&nbsp;is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157194524","content_text":"Tesla Inc’s quality head Bruce Watson has moved to JB Straubel’s battery recycling startup Redwood Materials in a similar role.\nWhat Happened: Watson, who spent four years at Tesla, announced the move in a LinkedIn post on Tuesday and said he has joined the Nevada-based recycling startup as the vice president of quality.\nThe executive said Redwood Materials is currently building a materials facility that would \"produce 100 GWh of cathode to produce 1 million electric vehicles and 500 GWh for 5 million vehicles in 2030.\"\nThe company plans to reveal the location of the facility early next year.\nWhy It Matters: Redwood, led by Tesla co-founder JB Straubel, is creating the world’s first circular supply chain for electric vehicles and clean energy products by recycling lithium-ion batteries to their base metals and then locally remanufacturing them into cathode and anode copper foil.\nPrice Action: Tesla shares closed 4.29% higher at $938.53 a share on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}