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2021-11-19

$Rivian Automotive, Inc.(RIVN)$割韭菜的时间要来了

2021-05-22

[Grin] [Grin] [Grin] [Grin] [Grin] [Grin]

2021-03-25

$Churchill Capital Corp IV(CCIV)$aiyoh

2021-03-18

Be careful what you wish for

抱歉，原内容已删除

2021-03-16

这个说的不错嘛

"We Are Sitting On An Incredibly Important Turning Point"

2021-03-13

$GS Acquisition Holdings Corp(GSAH)$可能反收购BlockFi吗？

2021-03-12

$Social Capital Hedosophia Holdings Corp VI(IPOF)$这货要和谁合拼？Chamath自己知道！

2021-03-12

$Pershing Square Tontine Holdings(PSTH)$[捂脸]

2021-03-11

$Quantumscape Corp.(QS)$$GameStop(GME)$for those who wonder what is up with the gamestonk check out this articlehttps://www.forbes.com/sites/georgecalhoun/2021/03/10/gamestop-the-second-surgeanatomy-of-a-gamma-swarm/?sh=1c8ba5004225Sums up well![财迷] [财迷] [财迷]

2021-03-11

$Churchill Capital Corp IV(CCIV)$$Tesla Motors(TSLA)$$NIO Inc.(NIO)$来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾

2021-03-11

$NIO Inc.(NIO)$$Tesla Motors(TSLA)$来吧，华山论剑吧

抱歉，原内容已删除

2021-03-03

$Churchill Capital Corp IV(CCIV)$机构现在的持有股票数量比例61.48% [得意]

2021-02-26

$Churchill Capital Corp IV(CCIV)$今天WSB可能会行动哦。听说的！

2021-02-24

$Fusion Acquisition Corp(FUSE)$还没起飞吗？等到花谢了

2021-02-24

$SINGTEL(Z74.SI)$Sinktel is hopeless! Too much bad investments and the India operation is bleeding money. Australia investments aren’t too far behind allegedly.

2021-02-23

Power!

抱歉，原内容已删除

2021-02-23

$Churchill Capital Corp IV(CCIV)$来来我们来看看LUCID的合拼估值。Equity Value = $11.75B.合拼后的预计股票数量 = 1.6B.1.6B x $10 (谈拢的价值）= $16B 市值$11.75B 里有 $4.25B 的现金（$2.05B CCIV+ $2.5B PIPE）PIPE 的投入是按50% 溢价计算（1.5），非常有信心哦！所以PIPE对LUCID的预计估值是$16B x 1.5 = $24B。合拼后，1.6B的股票数量。早期股东9月前不会变卖，个人认为是利好的消息。这是在重复$Tesla Motors(TSLA)$上市是的脚步，预计未来能平步青云，一统天下豪华轿车的市场！

2021-02-23

哈哈哈哈题目”美版小鹏”笑死人了！作者到底知道LUCID是什么样的EV公司吗？开什么玩笑！搞笑行动吗？

“美版小鹏”Lucid将与SPAC合并上市：特斯拉前工程师继续担任CEO

2021-02-21

$Churchill Capital Corp IV(CCIV)$$NIO Inc.(NIO)$$Tesla Motors(TSLA)$下周见分晓！祝大家好运！财源滚滚！兴！旺！发！

2021-02-20

$Churchill Capital Corp IV(CCIV)$今天闭市前2个小时是杀期权时段。呵呵mm可贱了。我要行权了！下周大家一起加油💪🏻努力！LUCID统一天下的日子指日可待了

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href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>割韭菜的时间要来了","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a>割韭菜的时间要来了","text":"$Rivian Automotive, Inc.(RIVN)$割韭菜的时间要来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876954329","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139578264,"gmtCreate":1621647546058,"gmtModify":1634187438070,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","listText":"[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;[Grin]&nbsp;","text":"[Grin] [Grin] [Grin] [Grin] [Grin] [Grin]","images":[{"img":"https://static.tigerbbs.com/0cbede2f6231bc2f52c5a4bb66631033","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139578264","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":358834135,"gmtCreate":1616679222127,"gmtModify":1631885750382,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>aiyoh&nbsp;","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>aiyoh&nbsp;","text":"$Churchill Capital Corp IV(CCIV)$aiyoh","images":[{"img":"https://static.tigerbbs.com/6b5f0f99dd8d625f0d86a26c42a5e2ef","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358834135","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":327356309,"gmtCreate":1616062961801,"gmtModify":1634527439089,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"Be careful what you wish for&nbsp;","listText":"Be careful what you wish for&nbsp;","text":"Be careful what you wish for","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327356309","repostId":"1171777971","repostType":4,"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325269850,"gmtCreate":1615902566870,"gmtModify":1703494756021,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"这个说的不错嘛","listText":"这个说的不错嘛","text":"这个说的不错嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325269850","repostId":"1127134490","repostType":4,"repost":{"id":"1127134490","kind":"news","pubTimestamp":1615889741,"share":"https://www.laohu8.com/m/news/1127134490?lang=&edition=full","pubTime":"2021-03-16 18:15","market":"us","language":"en","title":"\"We Are Sitting On An Incredibly Important Turning Point\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1127134490","media":"zerohedge","summary":"Last week in hislatest Doubleline webcast, Jeff Gundlach presented a remarkable chart, one showing that the ratio of the Nasdaq to the S&P 500 has been pulled lower  and is now right on its dot com bubble peak levels.Picking up on this chart, over the weekend in his latestBear Traps Report, Larry McDonald wrote that \"we are sitting on an incredibly important turning point\"adding that \"the world’s first and second most liquid and arguably most important stock indices are sending important rotatio","content":"<p>Last week in hislatest Doubleline webcast, Jeff Gundlach presented a remarkable chart, one showing that the ratio of the Nasdaq to the S&amp;P 500 has been pulled lower (due to Nasdaq underperformance coupled with strength in value stocks) and is now right on its dot com bubble peak levels.</p>\n<p><img src=\"https://static.tigerbbs.com/bb4617081a74b98cbab2c1287942cb9e\" tg-width=\"500\" tg-height=\"357\">Picking up on this chart, over the weekend in his latestBear Traps Report, Larry McDonald wrote that \"<b>we are sitting on an incredibly important turning point\"</b>adding that \"<b>the world’s first and second most liquid and arguably most important stock indices are sending important rotation signals.</b>In our view, both tech and growth equities outperformance run is over and the rotation to value and commodity exposed equities has begun.\"</p>\n<p>AsBloomberg notes, while recent single-day rallies (4% on Tuesday and 2.4% on Thursday) lifted the Nasdaq 100 to its first gain in four weeks, they’re not calming nerves. After all, big up days are not uncommon during a downtrend.<b>In 2000, when the market started a three-year crash, the index had 27 sessions where it rose at least 4%. That compared with six such days in 1999, when prices doubled.</b></p>\n<p>“The early stages of a bear market is typically punctuated by ferocious rallies, and what matters in the end is how far the rallies extend and not how quickly they move within a single session,” said Michael Shaoul, chief executive officer at Marketfield Asset Management LLC. “<b>Evidence continues to mount that the technology sector has finally relinquished its position as key global leadership.\"</b></p>\n<p>That’s raising alarms for anyone who lived through the dot-com crash. Back then, when the Nasdaq 100 started falling in March 2000, the equal-weighted S&amp;P 500 kept marching forward and didn’t peak until 14 months later -- a sign that money was being shifted away from the tech behemoths that soared in the internet bubble.<b>Ultimately, the Nasdaq 100 lost half of its value</b>.</p>\n<blockquote>\n <b>“People should not take solace in the fact that almost everything else besides the tech group is acting well,</b>” said Matt Maley, chief market strategist at Miller Tabak + Co.\n <b>“If the tech group continues to underperform, it’s going to weigh on the rest of the stock market eventually.”</b>\n</blockquote>\n<p>A rotation out of growth and tech will only accelerate depending on what Powell says on Thursday, especially if he doesn't sound sufficient dovish and spooks markets again, triggering another bond rout, which by extension means a selloff in growth stocks which - as we have noted on many previous occasions -<b>have near record high duration and are thus merely bond proxies to which hedge funds have never been more exposed.</b></p>\n<p><img src=\"https://static.tigerbbs.com/80c176f70232a97f988ba92c84c6836d\" tg-width=\"500\" tg-height=\"201\">However, while all eyes were on the 10-Year during the late February \"reflation panic\" selloff which was sparked by a liquidation cascade in bonds once the 10Y breached 1.50%, the place on the Treasury curve where the next liquidation cascade could begin is now the belly, because asBloomberg writeswhereas back in December the thought was that the Federal Reserve might tamp down long-term Treasury yields, the issue now lies with shorter-dated ones, and specifically<b>5-year rates.</b></p>\n<p>Yields on that maturity have become unanchored in recent weeks, surging above the previous \"red line\" of 0.75% amid speculation that the<b>Fed will need to start a cycle of rate hikes perhaps a full year earlier than officials have indicated.</b>That shift has also roiled the outlook for a classic iteration of the reflation wager, a widening gap between 5- and 30-year yields, even as the narrative of a stimulus-fueled recovery has only gained momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/0c4be02c3e2224fb5edfb0e0ed77bcac\" tg-width=\"500\" tg-height=\"267\"><b>\"The Fed next week will have to walk a fine line between either pushing back against market expectations or allowing them to stand,\"</b>said Kevin Walter, co-head of global Treasuries trading for Barclays. Without Fed pushback \"there might be more pressure on the belly of the curve,\" in which case the best steepeners would be the spreads between 2-year yields versus 5- and 7-year rates that have room to rise as traders price in tightening.</p>\n<p>And while most investment bank research divisions, and certainly the Fed, do not expect any liftoff until at least 2023,<b>the swaps market has been reflecting a roughly 75% chance the Fed lifts rates from near zero by around the end of 2022.</b>Indeed, Walter expects no major policy changes next week and anticipates that officials will continue to project rates on hold through 2023, however even doing nothing may force another round of selling amid the recent bout of soaring inflation, one seen as a push by the market to force Powell into some form of Yield Curve Control.</p>\n<p><img src=\"https://static.tigerbbs.com/148711c8ea3822a0af209f086802c068\" tg-width=\"500\" tg-height=\"263\">On the remote chance that the Fed does signal some 2023 hikes next week,<b>the market will probably bring expectations for rate increases into the first half of 2022 and the 1-year-forward 5-year rate could increase 50 basis points, Peter Chatwell, head of multi-asset strategy for Mizuho International Plc,</b>said in an emailed note. It would also lead to renewed rotation out of growth and into value, further depressing the Nasdaq to SPX chart shown above.</p>\n<p>That said, most don't expect Powell to address the continued selling in either the long-end or more recently, the belly - the Fed chair gave only a minor reference to the bond-market slump that drove 10-year yields above 1.6%. He emphasized the importance of financial conditions, which remain accommodative, although tech stocks did sink on Friday as yields surged.</p>\n<p>None of this will help ease inflation fears as the market fears the Fed is rapidly falling behind the curve. As we noted last week, 5Y inflation expectations at the highest since 2008 and robust jobs data have only reinforced bets that the Fed will need to tighten more quickly than it’s been forecasting. The speculation has squeezed wagers on a steeper curve from 5 to 30 years, shrinking that spread to a bit above 150 basis points, from a more than 6-year high of 167 in February. The 5-year yield at 0.84% isn’t far below its highest level since last year. But at the same time, the 2-year has remained near historic lows on the view that the Fed will hold rates near zero for the immediate future. That’s kept bets on the widely watched spread to the 10-year rate in play, as well as versus other maturities, such as the 5- and 7-year.</p>\n<p>And with the front-end anchored for a long, long time, the question then becomes what is the most lucrative steepener trade. “Some steepeners are better than others,” said Patrick Leary, senior trader and chief market strategist for Incapital. He expects the 2s10s to keep widening, but has taken profits on steepeners and is looking for a better point to re-enter. Other see potential in the 5- to 30-year steepener. TD Securities has recommended entering that bet at 146.5 basis points, targeting 170, based on what it said was a high bar for hikes and the prospect of elevated coupon supply.</p>\n<p>Taking a step back, the reason why traders have been so focused on the 5-year part of the curve, i.e., \"the belly\", is because it’s seen as one place that may bear the brunt of any subsequent selloff should rate-hike speculation mount further, since the bulk of the liftoff regime is expected to take place within the maturity of a 5 Year note issued now.</p>\n<p>Furthermore, as Bloomberg notes already certain corners of the market are turning their attention to the potential for multiple rate hikes.<b>In swaptions,</b><b><u>a position has emerged targeting the Fed to hike seven to eight times by March 2025, according to a Barclays analysis</u></b><b>.</b></p>\n<p>There is, of course, the risk that markets have gotten ahead of themselves - the whole point of a recent RIC report from BofA, which does not see anywhere nearly enough sustained inflation to justify a 2022 rate hike, let alone 7 by 2025: “it’s possible the market may have gotten a little ahead of itself in the belly,” causing the 5-year rate to rise too much, said Jamie Anderson, head of U.S. trading for Insight Investment. If the data come in weak or the Fed is on hold for longer than expected, “the belly should rally and the curve re-steepen,” he said.</p>\n<p>For Incapital’s Leary, the narrowing in the 5s30s gap came on the view that officials may discuss - or even announce - a twist next week. Such an operation, involving the sale of shorter-dated holdings and purchase of longer maturities to control yields, would put more pressure on the belly, he says. That would follow the European Central Bank’s decision to ramp up its bond-buying pace.</p>\n<p>“All these trades are highly dependent on the Fed being on the sidelines and not changing its policy stance,” Leary said.<b>“The market is definitely playing a game of chicken with the Fed, by testing how high yields can get before tightening financial conditions and forcing the Fed to step in.\"</b></p>\n<p>Meanwhile, even as some strategists have brushed aside the yield risk for growth stocks, claiming that tech has shown a fickle relationship with Treasuries over time, Joe Kalish, chief global macro strategist at Ned Davis Research,<b>found that since 2014, the Nasdaq 100’s forward earnings yield - the inverse of its price-earnings ratio where the higher it is, the cheaper stocks are - has moved almost in lockstep with forecast corporate bond rates.</b></p>\n<p>In his model, if 10-year Treasury yields rise to 2% this year, that in turn could drive long-term Baa-rated bond rates to 4.5%, a scenario where<b>the Nasdaq 100 would have to drop as much as 20% to stay attractive, all else equal.</b>If yields climbed but the Nasdaq didn’t move, this would indicate over-valuation, Kalish said, adding his model correctly flashed warnings in 1987 and 2000.</p>\n<p><img src=\"https://static.tigerbbs.com/4e1270022eb5742b2cf2a7c328a5d897\" tg-width=\"500\" tg-height=\"380\">Also keep in mind that even after the recent drop, the price-earnings ratio of the Nasdaq 100 - at 28 - is nowhere near cheap relative to other stocks, and is a 7% premium over the S&amp;P 500.</p>\n<p>Finally, the growth advantage that has sustained tech’s outperformance in all but one year since 2009 is poised to disappear - at least for the next two years - as pandemic-beaten firms like airlines and automakers roar back. Profits from software and internet companies are expected to expand 22% this year and 12% in 2022. Both lag behind the broad S&amp;P 500, where earnings are forecast to increase 24% and 15%, respectively.</p>\n<p>So going back to the top chart, and with Nasdaq 100 knocking on the door of its relative peak, it’d be a mistake not to consider the downside risk, according to Jim Paulsen, chief investment strategist at Leuthold Group.</p>\n<p>“New-era investments are at a significant crossroads,” he said.<b>“After a prolonged period of extensive outperformance by the Nasdaq and tech stocks, it is not unreasonable to foresee a phase of underperformance, consolidation or even an outright collapse.”</b></p>\n<p>If all this sounds unnecessarily convoluted, we remind you of what Rabobank's Michael Everysaid overnight, in what may be the best summary of the Fed's options:</p>\n<blockquote>\n \"If Powell does nothing, we could perhaps be on the verge of a 2013-style Taper Tantrum. That would send Godzilla-sized shockwaves through markets everywhere, including Tokyo. (And I now think of 1970/80’s British TV ads where a Mock-zilla would eat famous global landmarks before deciding he preferred a certain candy “even chewier than a Barrow-in-Furness bus depot.”) \"\"Of course, Powell could say something or do something: Operation Twist and Shout; or YCC. First of all, this would then show that there is a disconnect between the Treasury and the Fed, which is hardly ideal. Moreover, such steps would prompt a major market flattening, but of two different kinds (short end up and long end down; or just long end down).\n <b>As I keep repeating here, YCC would also open the door for some seriously new epic adventures, like opening the mysterious giant gate behind which King Kong is found on his remote island.\"</b>\n</blockquote>\n<p>In short, brace for a burst of volatility on Thursday when Powell (and tech stock bulls) will be damned if the Fed Chair<i><b>doesn't</b></i>do anything, and damned if he&nbsp;<u><b>does</b></u>...</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"We Are Sitting On An Incredibly Important Turning Point\"</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\"We Are Sitting On An Incredibly Important Turning Point\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/we-are-sitting-incredibly-important-turning-point><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week in hislatest Doubleline webcast, Jeff Gundlach presented a remarkable chart, one showing that the ratio of the Nasdaq to the S&P 500 has been pulled lower (due to Nasdaq underperformance ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/we-are-sitting-incredibly-important-turning-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/we-are-sitting-incredibly-important-turning-point","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127134490","content_text":"Last week in hislatest Doubleline webcast, Jeff Gundlach presented a remarkable chart, one showing that the ratio of the Nasdaq to the S&P 500 has been pulled lower (due to Nasdaq underperformance coupled with strength in value stocks) and is now right on its dot com bubble peak levels.\nPicking up on this chart, over the weekend in his latestBear Traps Report, Larry McDonald wrote that \"we are sitting on an incredibly important turning point\"adding that \"the world’s first and second most liquid and arguably most important stock indices are sending important rotation signals.In our view, both tech and growth equities outperformance run is over and the rotation to value and commodity exposed equities has begun.\"\nAsBloomberg notes, while recent single-day rallies (4% on Tuesday and 2.4% on Thursday) lifted the Nasdaq 100 to its first gain in four weeks, they’re not calming nerves. After all, big up days are not uncommon during a downtrend.In 2000, when the market started a three-year crash, the index had 27 sessions where it rose at least 4%. That compared with six such days in 1999, when prices doubled.\n“The early stages of a bear market is typically punctuated by ferocious rallies, and what matters in the end is how far the rallies extend and not how quickly they move within a single session,” said Michael Shaoul, chief executive officer at Marketfield Asset Management LLC. “Evidence continues to mount that the technology sector has finally relinquished its position as key global leadership.\"\nThat’s raising alarms for anyone who lived through the dot-com crash. Back then, when the Nasdaq 100 started falling in March 2000, the equal-weighted S&P 500 kept marching forward and didn’t peak until 14 months later -- a sign that money was being shifted away from the tech behemoths that soared in the internet bubble.Ultimately, the Nasdaq 100 lost half of its value.\n\n“People should not take solace in the fact that almost everything else besides the tech group is acting well,” said Matt Maley, chief market strategist at Miller Tabak + Co.\n “If the tech group continues to underperform, it’s going to weigh on the rest of the stock market eventually.”\n\nA rotation out of growth and tech will only accelerate depending on what Powell says on Thursday, especially if he doesn't sound sufficient dovish and spooks markets again, triggering another bond rout, which by extension means a selloff in growth stocks which - as we have noted on many previous occasions -have near record high duration and are thus merely bond proxies to which hedge funds have never been more exposed.\nHowever, while all eyes were on the 10-Year during the late February \"reflation panic\" selloff which was sparked by a liquidation cascade in bonds once the 10Y breached 1.50%, the place on the Treasury curve where the next liquidation cascade could begin is now the belly, because asBloomberg writeswhereas back in December the thought was that the Federal Reserve might tamp down long-term Treasury yields, the issue now lies with shorter-dated ones, and specifically5-year rates.\nYields on that maturity have become unanchored in recent weeks, surging above the previous \"red line\" of 0.75% amid speculation that theFed will need to start a cycle of rate hikes perhaps a full year earlier than officials have indicated.That shift has also roiled the outlook for a classic iteration of the reflation wager, a widening gap between 5- and 30-year yields, even as the narrative of a stimulus-fueled recovery has only gained momentum.\n\"The Fed next week will have to walk a fine line between either pushing back against market expectations or allowing them to stand,\"said Kevin Walter, co-head of global Treasuries trading for Barclays. Without Fed pushback \"there might be more pressure on the belly of the curve,\" in which case the best steepeners would be the spreads between 2-year yields versus 5- and 7-year rates that have room to rise as traders price in tightening.\nAnd while most investment bank research divisions, and certainly the Fed, do not expect any liftoff until at least 2023,the swaps market has been reflecting a roughly 75% chance the Fed lifts rates from near zero by around the end of 2022.Indeed, Walter expects no major policy changes next week and anticipates that officials will continue to project rates on hold through 2023, however even doing nothing may force another round of selling amid the recent bout of soaring inflation, one seen as a push by the market to force Powell into some form of Yield Curve Control.\nOn the remote chance that the Fed does signal some 2023 hikes next week,the market will probably bring expectations for rate increases into the first half of 2022 and the 1-year-forward 5-year rate could increase 50 basis points, Peter Chatwell, head of multi-asset strategy for Mizuho International Plc,said in an emailed note. It would also lead to renewed rotation out of growth and into value, further depressing the Nasdaq to SPX chart shown above.\nThat said, most don't expect Powell to address the continued selling in either the long-end or more recently, the belly - the Fed chair gave only a minor reference to the bond-market slump that drove 10-year yields above 1.6%. He emphasized the importance of financial conditions, which remain accommodative, although tech stocks did sink on Friday as yields surged.\nNone of this will help ease inflation fears as the market fears the Fed is rapidly falling behind the curve. As we noted last week, 5Y inflation expectations at the highest since 2008 and robust jobs data have only reinforced bets that the Fed will need to tighten more quickly than it’s been forecasting. The speculation has squeezed wagers on a steeper curve from 5 to 30 years, shrinking that spread to a bit above 150 basis points, from a more than 6-year high of 167 in February. The 5-year yield at 0.84% isn’t far below its highest level since last year. But at the same time, the 2-year has remained near historic lows on the view that the Fed will hold rates near zero for the immediate future. That’s kept bets on the widely watched spread to the 10-year rate in play, as well as versus other maturities, such as the 5- and 7-year.\nAnd with the front-end anchored for a long, long time, the question then becomes what is the most lucrative steepener trade. “Some steepeners are better than others,” said Patrick Leary, senior trader and chief market strategist for Incapital. He expects the 2s10s to keep widening, but has taken profits on steepeners and is looking for a better point to re-enter. Other see potential in the 5- to 30-year steepener. TD Securities has recommended entering that bet at 146.5 basis points, targeting 170, based on what it said was a high bar for hikes and the prospect of elevated coupon supply.\nTaking a step back, the reason why traders have been so focused on the 5-year part of the curve, i.e., \"the belly\", is because it’s seen as one place that may bear the brunt of any subsequent selloff should rate-hike speculation mount further, since the bulk of the liftoff regime is expected to take place within the maturity of a 5 Year note issued now.\nFurthermore, as Bloomberg notes already certain corners of the market are turning their attention to the potential for multiple rate hikes.In swaptions,a position has emerged targeting the Fed to hike seven to eight times by March 2025, according to a Barclays analysis.\nThere is, of course, the risk that markets have gotten ahead of themselves - the whole point of a recent RIC report from BofA, which does not see anywhere nearly enough sustained inflation to justify a 2022 rate hike, let alone 7 by 2025: “it’s possible the market may have gotten a little ahead of itself in the belly,” causing the 5-year rate to rise too much, said Jamie Anderson, head of U.S. trading for Insight Investment. If the data come in weak or the Fed is on hold for longer than expected, “the belly should rally and the curve re-steepen,” he said.\nFor Incapital’s Leary, the narrowing in the 5s30s gap came on the view that officials may discuss - or even announce - a twist next week. Such an operation, involving the sale of shorter-dated holdings and purchase of longer maturities to control yields, would put more pressure on the belly, he says. That would follow the European Central Bank’s decision to ramp up its bond-buying pace.\n“All these trades are highly dependent on the Fed being on the sidelines and not changing its policy stance,” Leary said.“The market is definitely playing a game of chicken with the Fed, by testing how high yields can get before tightening financial conditions and forcing the Fed to step in.\"\nMeanwhile, even as some strategists have brushed aside the yield risk for growth stocks, claiming that tech has shown a fickle relationship with Treasuries over time, Joe Kalish, chief global macro strategist at Ned Davis Research,found that since 2014, the Nasdaq 100’s forward earnings yield - the inverse of its price-earnings ratio where the higher it is, the cheaper stocks are - has moved almost in lockstep with forecast corporate bond rates.\nIn his model, if 10-year Treasury yields rise to 2% this year, that in turn could drive long-term Baa-rated bond rates to 4.5%, a scenario wherethe Nasdaq 100 would have to drop as much as 20% to stay attractive, all else equal.If yields climbed but the Nasdaq didn’t move, this would indicate over-valuation, Kalish said, adding his model correctly flashed warnings in 1987 and 2000.\nAlso keep in mind that even after the recent drop, the price-earnings ratio of the Nasdaq 100 - at 28 - is nowhere near cheap relative to other stocks, and is a 7% premium over the S&P 500.\nFinally, the growth advantage that has sustained tech’s outperformance in all but one year since 2009 is poised to disappear - at least for the next two years - as pandemic-beaten firms like airlines and automakers roar back. Profits from software and internet companies are expected to expand 22% this year and 12% in 2022. Both lag behind the broad S&P 500, where earnings are forecast to increase 24% and 15%, respectively.\nSo going back to the top chart, and with Nasdaq 100 knocking on the door of its relative peak, it’d be a mistake not to consider the downside risk, according to Jim Paulsen, chief investment strategist at Leuthold Group.\n“New-era investments are at a significant crossroads,” he said.“After a prolonged period of extensive outperformance by the Nasdaq and tech stocks, it is not unreasonable to foresee a phase of underperformance, consolidation or even an outright collapse.”\nIf all this sounds unnecessarily convoluted, we remind you of what Rabobank's Michael Everysaid overnight, in what may be the best summary of the Fed's options:\n\n \"If Powell does nothing, we could perhaps be on the verge of a 2013-style Taper Tantrum. That would send Godzilla-sized shockwaves through markets everywhere, including Tokyo. (And I now think of 1970/80’s British TV ads where a Mock-zilla would eat famous global landmarks before deciding he preferred a certain candy “even chewier than a Barrow-in-Furness bus depot.”) \"\"Of course, Powell could say something or do something: Operation Twist and Shout; or YCC. First of all, this would then show that there is a disconnect between the Treasury and the Fed, which is hardly ideal. Moreover, such steps would prompt a major market flattening, but of two different kinds (short end up and long end down; or just long end down).\n As I keep repeating here, YCC would also open the door for some seriously new epic adventures, like opening the mysterious giant gate behind which King Kong is found on his remote island.\"\n\nIn short, brace for a burst of volatility on Thursday when Powell (and tech stock bulls) will be damned if the Fed Chairdoesn'tdo anything, and damned if he does...","news_type":1},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326843437,"gmtCreate":1615619442629,"gmtModify":1703491692435,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSAH\">$GS Acquisition Holdings Corp(GSAH)$</a>可能反收购BlockFi吗？","listText":"<a href=\"https://laohu8.com/S/GSAH\">$GS Acquisition Holdings Corp(GSAH)$</a>可能反收购BlockFi吗？","text":"$GS Acquisition Holdings Corp(GSAH)$可能反收购BlockFi吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326843437","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328724049,"gmtCreate":1615561020781,"gmtModify":1703490969969,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IPOF\">$Social Capital Hedosophia Holdings Corp VI(IPOF)$</a>这货要和谁合拼？Chamath自己知道！","listText":"<a href=\"https://laohu8.com/S/IPOF\">$Social Capital Hedosophia Holdings Corp VI(IPOF)$</a>这货要和谁合拼？Chamath自己知道！","text":"$Social Capital Hedosophia Holdings Corp VI(IPOF)$这货要和谁合拼？Chamath自己知道！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328724049","isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328721708,"gmtCreate":1615560826404,"gmtModify":1703490964421,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSTH\">$Pershing Square Tontine Holdings(PSTH)$</a>[捂脸]&nbsp;","text":"$Pershing Square Tontine Holdings(PSTH)$[捂脸]","images":[{"img":"https://static.tigerbbs.com/a888a9dd0293c9bfb77d9bf6ead80c5c","width":"1125","height":"1601"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328721708","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321481393,"gmtCreate":1615461372812,"gmtModify":1703489363344,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>for those who wonder what is up with the gamestonk check out this articlehttps://www.forbes.com/sites/georgecalhoun/2021/03/10/gamestop-the-second-surgeanatomy-of-a-gamma-swarm/?sh=1c8ba5004225Sums up well![财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$</a><a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>for those who wonder what is up with the gamestonk check out this articlehttps://www.forbes.com/sites/georgecalhoun/2021/03/10/gamestop-the-second-surgeanatomy-of-a-gamma-swarm/?sh=1c8ba5004225Sums up well![财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$Quantumscape Corp.(QS)$$GameStop(GME)$for those who wonder what is up with the gamestonk check out this articlehttps://www.forbes.com/sites/georgecalhoun/2021/03/10/gamestop-the-second-surgeanatomy-of-a-gamma-swarm/?sh=1c8ba5004225Sums up well![财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321481393","isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321433447,"gmtCreate":1615459604289,"gmtModify":1703489333567,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾","text":"$Churchill Capital Corp IV(CCIV)$$Tesla Motors(TSLA)$$NIO Inc.(NIO)$来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾","images":[{"img":"https://static.tigerbbs.com/923fac9848f08d4a8be49c2deb76853d","width":"1574","height":"868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/321433447","isVote":1,"tweetType":1,"viewCount":4055,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499940604152760","authorId":"3499940604152760","name":"乌利赛斯","avatar":"https://static.tigerbbs.com/eb4b1d0cdd5bcea45addd4f294d3d11d","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3499940604152760","idStr":"3499940604152760"},"content":"说实话硬件的技术领先最多也就能保持几个月，不可能一直领先，人才是流动的，技术可以买，一家公司能走多远还是要看商业模式和品牌塑造能力，这个两个买不来。","text":"说实话硬件的技术领先最多也就能保持几个月，不可能一直领先，人才是流动的，技术可以买，一家公司能走多远还是要看商业模式和品牌塑造能力，这个两个买不来。","html":"说实话硬件的技术领先最多也就能保持几个月，不可能一直领先，人才是流动的，技术可以买，一家公司能走多远还是要看商业模式和品牌塑造能力，这个两个买不来。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321492902,"gmtCreate":1615458983806,"gmtModify":1703489322831,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a 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Motors(TSLA)$来吧，华山论剑吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321492902","repostId":"2118567946","repostType":2,"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365853926,"gmtCreate":1614729609365,"gmtModify":1703480346046,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>机构现在的持有股票数量比例61.48% [得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>机构现在的持有股票数量比例61.48% [得意]&nbsp;","text":"$Churchill Capital Corp IV(CCIV)$机构现在的持有股票数量比例61.48% [得意]","images":[{"img":"https://static.tigerbbs.com/db139004374a9f9826ceac88c07fd06a","width":"716","height":"319"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/365853926","isVote":1,"tweetType":1,"viewCount":3290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547367375542529","authorId":"3547367375542529","name":"呵呵看看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3547367375542529","idStr":"3547367375542529"},"content":"什么软件看的？","text":"什么软件看的？","html":"什么软件看的？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368503313,"gmtCreate":1614334154432,"gmtModify":1703476506816,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>今天WSB可能会行动哦。听说的！","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>今天WSB可能会行动哦。听说的！","text":"$Churchill Capital Corp IV(CCIV)$今天WSB可能会行动哦。听说的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368503313","isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363778707,"gmtCreate":1614176927409,"gmtModify":1631889647498,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUSE\">$Fusion Acquisition Corp(FUSE)$</a>还没起飞吗？等到花谢了","listText":"<a href=\"https://laohu8.com/S/FUSE\">$Fusion Acquisition Corp(FUSE)$</a>还没起飞吗？等到花谢了","text":"$Fusion Acquisition Corp(FUSE)$还没起飞吗？等到花谢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/363778707","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565838986169374","authorId":"3565838986169374","name":"手持一堆垃圾","avatar":"https://static.tigerbbs.com/70876ea3d18ea743551d4975c629d41a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3565838986169374","idStr":"3565838986169374"},"content":"已经错过了合并的暴涨了 合并完都没长 还指望起飞 接下来阴跌","text":"已经错过了合并的暴涨了 合并完都没长 还指望起飞 接下来阴跌","html":"已经错过了合并的暴涨了 合并完都没长 还指望起飞 接下来阴跌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363510630,"gmtCreate":1614152154720,"gmtModify":1631887137830,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Sinktel is hopeless! Too much bad investments and the India operation is bleeding money. Australia investments aren’t too far behind allegedly.","listText":"<a href=\"https://laohu8.com/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>Sinktel is hopeless! Too much bad investments and the India operation is bleeding money. Australia investments aren’t too far behind allegedly.","text":"$SINGTEL(Z74.SI)$Sinktel is hopeless! Too much bad investments and the India operation is bleeding money. Australia investments aren’t too far behind 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PIPE）PIPE 的投入是按50% 溢价 计算 （1.5），非常有信心哦！所以PIPE对LUCID的预计估值是$16B x 1.5 = $24B。合拼后，1.6B的股票数量。早期股东9月前不会变卖，个人认为是利好的消息。这是在重复$Tesla Motors(TSLA)$上市是的脚步，预计未来能平步青云，一统天下豪华轿车的市场！","images":[{"img":"https://static.tigerbbs.com/0b0ae5de5c232f418156673f47562001","width":"2048","height":"1159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369678396","isVote":1,"tweetType":1,"viewCount":7450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369655955,"gmtCreate":1614042122877,"gmtModify":1634551437778,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563314522709806","idStr":"3563314522709806"},"themes":[],"htmlText":"哈哈哈哈题目”美版小鹏”笑死人了！作者到底知道LUCID是什么样的EV公司吗？开什么玩笑！搞笑行动吗？","listText":"哈哈哈哈题目”美版小鹏”笑死人了！作者到底知道LUCID是什么样的EV公司吗？开什么玩笑！搞笑行动吗？","text":"哈哈哈哈题目”美版小鹏”笑死人了！作者到底知道LUCID是什么样的EV公司吗？开什么玩笑！搞笑行动吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369655955","repostId":"2113800785","repostType":2,"repost":{"id":"2113800785","kind":"news","pubTimestamp":1614040243,"share":"https://www.laohu8.com/m/news/2113800785?lang=&edition=full","pubTime":"2021-02-23 08:30","market":"us","language":"zh","title":"“美版小鹏”Lucid将与SPAC合并上市：特斯拉前工程师继续担任CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2113800785","media":"新浪科技","summary":"据悉，Lucid Motors现有投资者都不会出售股票，并对他们所持有的股票实行6个月的锁定期。此前已经有多家电动汽车制造商通过与SPAC合并完成上市，而Lucid的这笔交易，是其中规模最大的一笔。一直以来，Lucid都在回避与电动汽车领导者特斯拉进行直接比较，但是在上市之后，他们与特斯拉之间的竞争将会不可避免地变得更为激烈。Lucid总部距离特斯拉总部只有16英里，合25.7公里，其首款电动汽车在续航里程方面，与特斯拉Model S车型非常接近。","content":"<html><body><div><img src=\"http://k.sinaimg.cn/n/tech/transform/115/w550h365/20210223/95d5-kkmphps3359686.jpg/w720fin.jpg\"/></div><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间2月23日上午消息，据报道，电动汽车制造商Lucid Motors将成为一家在纽约证券交易所挂牌的上市公司，该公司将通过一笔价值44亿美元的交易完成上市。</p><p>Lucid和收购公司<a href=\"https://laohu8.com/S/CCIV\">Churchill Capital Corp IV</a>发布的联合声明显示，这笔交易由现有投资者PIF以及BlackRock、Fidelity Management、Franklin Templeton、Neuberger Berman、Wellington Management和Winslow Capital牵头。两家公司表示，此次配股的成交价为每股15美元，相当于约240亿美元的备考股权价值。合并后的公司的交易股权价值为118亿美元。</p><p>此外，Lucid目前雇佣了近2000名员工，预计到2022年底将在美国增加3000名员工。彼得·罗林森（Peter Rawlinson）将继续担任Lucid的首席执行官和首席技术官。</p><p>据悉，Lucid Motors现有投资者都不会出售股票，并对他们所持有的股票实行6个月的锁定期。截至目前，该公司没有出现负债。</p><p>在当日的盘后交易中，Churchill股价最多下跌26%，当日该股报收57.37美元。两家公司的交易预计将于今年第二季度完成。</p><p>Lucid总部位于美国加利福尼亚州，今年晚些时候，该公司将推出其首款<a href=\"https://laohu8.com/S/DLX\">豪华</a>电动汽车Lucid Air，新车的续航里程达到了500英里，合804公里。2023年，该公司还将推出一款纯电动SUV。</p><p>Lucid正在与金融家迈克尔·克莱恩(Michael Klein)所经营的一家空头支票公司（SPAC）合并，合并后的实体估价为240亿美元。此前已经有多家电动汽车制造商通过与SPAC合并完成上市，而Lucid的这笔交易，是其中规模最大的一笔。最近一段时间以来，为了满足投资者对电动汽车的胃口，大量相关企业寻求上市。</p><p>一直以来，Lucid都在回避与电动汽车领导者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进行直接比较，但是在上市之后，他们与特斯拉之间的竞争将会不可避免地变得更为激烈。这笔交易也证实了媒体此前的报道，即该公司正在寻求44亿美元的现金，他们计划利用这笔资金将其车辆推向市场，并对其位于亚利桑那州的工厂进行扩建。</p><p>最近一段时间来，由于特斯拉股价的暴涨，投资人对于电动汽车制造商产生了很大的投资兴趣，纷纷开始寻找“下一个特斯拉”。在这样的背景下，许多电动汽车制造商和下一代汽车技术供应商纷纷受益，Lucid也是其中之一。</p><p>Lucid的估值，与特斯拉近6900亿美元的市值相比，可能显得不值一提，但是对于一家还没有开始正式生产车辆的汽车制造商来说，能够获得这样的估值，已经非常不错了。该公司CEO罗林森曾多次表示，Lucid并不是特斯拉的直接竞争对手，因为其产品价格超过了埃隆·马斯克（Elon Musk）渴望接触的大众市场消费者。</p><p>然而种种迹象表明，两家公司之间的竞争正在逐渐萌发。Lucid总部距离特斯拉总部只有16英里，合25.7公里，其首款电动汽车在续航里程方面，与特斯拉Model S车型非常接近。Lucid的新工厂位于亚利桑那州的沙漠中，其建设速度可以与特斯拉中国工厂相媲美。人们对这家公司，以及该公司CEO的兴趣越来越高，这一定会让马斯克感到威胁。</p><p>罗林森和马斯克之间有过一段复杂的历史。这位Lucid CEO曾是特斯拉Model S车型的首席工程师，但是在他离职创业之后，马斯克淡化了他在该车研发中所发挥的作用，还曾在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上指责他在2012年“情况变得艰难时”选择离开特斯拉。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“美版小鹏”Lucid将与SPAC合并上市：特斯拉前工程师继续担任CEO</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; 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-02-23/doc-ikftssap8190243.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间2月23日上午消息，据报道，电动汽车制造商Lucid Motors将成为一家在纽约证券交易所挂牌的上市公司，该公司将通过一笔价值44亿美元的交易完成上市。Lucid和收购公司Churchill Capital Corp IV发布的联合声明显示，这笔交易由现有投资者PIF以及BlackRock、Fidelity Management、Franklin Templeton、...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-02-23/doc-ikftssap8190243.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/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-02-23/doc-ikftssap8190243.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2113800785","content_text":"新浪科技讯 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Klein)所经营的一家空头支票公司（SPAC）合并，合并后的实体估价为240亿美元。此前已经有多家电动汽车制造商通过与SPAC合并完成上市，而Lucid的这笔交易，是其中规模最大的一笔。最近一段时间以来，为了满足投资者对电动汽车的胃口，大量相关企业寻求上市。一直以来，Lucid都在回避与电动汽车领导者特斯拉进行直接比较，但是在上市之后，他们与特斯拉之间的竞争将会不可避免地变得更为激烈。这笔交易也证实了媒体此前的报道，即该公司正在寻求44亿美元的现金，他们计划利用这笔资金将其车辆推向市场，并对其位于亚利桑那州的工厂进行扩建。最近一段时间来，由于特斯拉股价的暴涨，投资人对于电动汽车制造商产生了很大的投资兴趣，纷纷开始寻找“下一个特斯拉”。在这样的背景下，许多电动汽车制造商和下一代汽车技术供应商纷纷受益，Lucid也是其中之一。Lucid的估值，与特斯拉近6900亿美元的市值相比，可能显得不值一提，但是对于一家还没有开始正式生产车辆的汽车制造商来说，能够获得这样的估值，已经非常不错了。该公司CEO罗林森曾多次表示，Lucid并不是特斯拉的直接竞争对手，因为其产品价格超过了埃隆·马斯克（Elon Musk）渴望接触的大众市场消费者。然而种种迹象表明，两家公司之间的竞争正在逐渐萌发。Lucid总部距离特斯拉总部只有16英里，合25.7公里，其首款电动汽车在续航里程方面，与特斯拉Model S车型非常接近。Lucid的新工厂位于亚利桑那州的沙漠中，其建设速度可以与特斯拉中国工厂相媲美。人们对这家公司，以及该公司CEO的兴趣越来越高，这一定会让马斯克感到威胁。罗林森和马斯克之间有过一段复杂的历史。这位Lucid CEO曾是特斯拉Model 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href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 简直就是垃圾","text":"$Churchill Capital Corp IV(CCIV)$$Tesla Motors(TSLA)$$NIO Inc.(NIO)$来看看LUCID的卓越的迷你驱动系统！业界无人能比！喷Tesla S 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PIPE）PIPE 的投入是按50% 溢价 计算 （1.5），非常有信心哦！所以PIPE对LUCID的预计估值是$16B x 1.5 = $24B。合拼后，1.6B的股票数量。早期股东9月前不会变卖，个人认为是利好的消息。这是在重复$Tesla Motors(TSLA)$上市是的脚步，预计未来能平步青云，一统天下豪华轿车的市场！","images":[{"img":"https://static.tigerbbs.com/0b0ae5de5c232f418156673f47562001","width":"2048","height":"1159"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369678396","isVote":1,"tweetType":1,"viewCount":7450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365853926,"gmtCreate":1614729609365,"gmtModify":1703480346046,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp 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[得意]","images":[{"img":"https://static.tigerbbs.com/db139004374a9f9826ceac88c07fd06a","width":"716","height":"319"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/365853926","isVote":1,"tweetType":1,"viewCount":3290,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3547367375542529","authorId":"3547367375542529","name":"呵呵看看","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3547367375542529","authorIdStr":"3547367375542529"},"content":"什么软件看的？","text":"什么软件看的？","html":"什么软件看的？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":339136792,"gmtCreate":1608788941316,"gmtModify":1703736775895,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>完了，增发新股发行后，股价估计要再往下跌，要被套牢了。","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>完了，增发新股发行后，股价估计要再往下跌，要被套牢了。","text":"$Luminar Technologies, Inc.(LAZR)$完了，增发新股发行后，股价估计要再往下跌，要被套牢了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/339136792","isVote":1,"tweetType":1,"viewCount":4170,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493093617144386","authorId":"3493093617144386","name":"塔禾刂班班长","avatar":"https://static.tigerbbs.com/c64f6f654bff3e5f0ff5f9688f7bba9b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3493093617144386","authorIdStr":"3493093617144386"},"content":"应该是财报肯定好，否则不敢增发，我猜今天回踩五日线后爆拉","text":"应该是财报肯定好，否则不敢增发，我猜今天回踩五日线后爆拉","html":"应该是财报肯定好，否则不敢增发，我猜今天回踩五日线后爆拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387434172,"gmtCreate":1613773753996,"gmtModify":1631885753604,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a 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Good luck all diamond hands!","images":[{"img":"https://static.tigerbbs.com/c9cabb21669e301493212cb10447ab70","width":"1490","height":"892"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/388484171","isVote":1,"tweetType":1,"viewCount":1399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":315431074,"gmtCreate":1612270299298,"gmtModify":1703759598771,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>来来分享一下情报。👌继续加油💪🏻","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>来来分享一下情报。👌继续加油💪🏻","text":"$Churchill Capital Corp IV(CCIV)$来来分享一下情报。👌继续加油💪🏻","images":[{"img":"https://static.tigerbbs.com/794dcfff66d2d77f2a87710bf25f12c6","width":"1440","height":"809"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/315431074","isVote":1,"tweetType":1,"viewCount":3325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":337393673,"gmtCreate":1611065751692,"gmtModify":1703747762169,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>来吧！buyno scare, scare no buy!","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>来吧！buyno scare, scare no buy!","text":"$Churchill Capital Corp IV(CCIV)$来吧！buyno scare, scare no buy!","images":[{"img":"https://static.tigerbbs.com/108c75c7e0eb8127775322bd5f337150","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/337393673","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":392634077,"gmtCreate":1607435732699,"gmtModify":1703847865177,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Tesla is sellingshares to smooth its way into SP500.Smart move and it can raise money cheaply via share sale. 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Still $5b is nothing compared to the trillions fund managers have to buy due to its inclusion.[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/392634077","isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360193429,"gmtCreate":1613865761761,"gmtModify":1631885753205,"author":{"id":"3563314522709806","authorId":"3563314522709806","name":"klanddt","avatar":"https://static.tigerbbs.com/2a2bd9133901dc086963f83715d10810","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563314522709806","authorIdStr":"3563314522709806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a><a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a><a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>下周见分晓！祝大家好运！财源滚滚！兴！旺！发！","listText":"<a 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