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Tommyng97

Tommyng97

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2021-06-21

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5 Ultra-Popular Stocks Wall Street Views as Overvalued

2021-07-14

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2021-06-29

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2021-06-02

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AMC Stock Is Surging Again. How to Make Sense of the Move.

2021-07-20

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2021-07-15

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2021-06-19

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Adobe Getting Lift From Economic Reopening Post-Pandemic

2021-07-19

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2021-07-19

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OPEC+同意增产石油，结束当前的僵持局面

2021-07-11

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2021-07-08

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开盘：美股全线低开，大型科技股及中概股普跌

2021-06-26

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“生鲜第一股”每日优鲜破发开盘，盘初跌超18%

2021-06-17

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Shopify: Valuation Should Not Be A Concern

2021-07-06

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1.3万亿美元“大转移”，这个夏天注定不会平静

2021-06-30

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2021-06-24

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2021-06-23

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EV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing

2021-06-22

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Buffett-backed Nubank in talks to hire U.S. IPO underwriters -sources

2021-06-20

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U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week

2021-07-10

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like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/144339062","repostId":"2151593458","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142725901,"gmtCreate":1626179065903,"gmtModify":1631889498787,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142725901","repostId":"1170101093","repostType":4,"repost":{"id":"1170101093","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626179528,"share":"https://www.laohu8.com/m/news/1170101093?lang=&edition=full","pubTime":"2021-07-13 20:32","market":"sh","language":"zh","title":"盘前：美股Q2财报季开幕！美国CPI数据来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1170101093","media":"老虎资讯综合","summary":"7月13日（周二），高盛、摩根大通今日盘前公布财报，拉开美股第二季度财报期帷幕，美国公布6月CPI数据。\n美国6月季调后CPI月率0.9%，前值0.60%，预期0.50%，创2008年6月以来新高；美","content":"<p>7月13日（周二），高盛、摩根大通今日盘前公布财报，拉开美股第二季度财报期帷幕，美国公布6月CPI数据。</p>\n<p>美国6月季调后CPI月率0.9%，前值0.60%，预期0.50%，创2008年6月以来新高；美国6月末季调CPI年率5.4%，前值5.00%，预期4.90%，续创2008年8月以来新高。美国6月末季调核心CPI年率录得4.5%，高于预期并创1991年来的最高水平。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a0b973545a04268cc7c45f092abd4b\" tg-width=\"1243\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>来源：金十数据</span></p>\n<p>美国CPI数据公布后，美股股指期货下挫。道指期货跌0.13%，标普500指数期货跌0.21%，纳指期货跌0.18%。</p>\n<p><img src=\"https://static.tigerbbs.com/3689757f997fa9953a85267baa42bd0a\" tg-width=\"355\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p>\n<p>机构评美国6月CPI数据：美国劳工部数据显示，6月季调后CPI月率上涨0.9%，6月末季调CPI年率录得5.4%，其中二手车占CPI增幅的三分之一。CPI数据涨幅超过预期，因与经济重启相关的大宗商品和劳动力成本上涨继续加剧通胀压力。</p>\n<p><b>盘前财报</b></p>\n<p>百事可乐盘前涨幅扩大至1.46%，此前公布的<a href=\"https://laohu8.com/NW/1129606632\" target=\"_blank\">第二季度业绩好于市场预期，并上调2021财年指引</a>。财报显示，百事可乐Q2营收192.2亿美元，市场预期179.59亿美元，去年同期159.45亿美元；净利润23.58亿美元，市场预期21.12亿美元，去年同期16.46亿美元；每股盈利1.7美元，市场预期1.52美元，去年同期1.18美元；预计2021财年有机营收将增长6%。</p>\n<p>摩根大通盘前跌0.61%，<a href=\"https://laohu8.com/NW/1137544001\" target=\"_blank\">Q2营收同比下滑7%至314亿美元，不及市场预期</a>。财报显示：摩根大通二季度经调整后营收314亿美元，预估300.6亿美元，去年同期338.17亿美元；第二季度净利润114.96亿美元，市场预期93.26亿美元，去年同期42.65亿美元；第二季度每股盈利3.78美元，市场预期3.16美元，去年同期1.38美元。</p>\n<p>高盛盘前转涨，现涨约0.5%，<a href=\"https://laohu8.com/NW/1174880315\" target=\"_blank\">第二季度营收和净利润均好于市场预期</a>。财报显示，高盛Q2营收153.9亿美元，市场预期121.74美元，去年同期132.95亿美元；净利润53.47亿美元；每股盈利15.02美元，市场预期10.07美元，去年同期6.26美元。</p>\n<p><b>个股行情</b></p>\n<p>搜狐、搜狗盘前分别涨12.3%及2.6%，市场监管总局无条件批准腾讯收购搜狗公司股权；</p>\n<p>热门中概股盘前上涨，RLX科技、哔哩哔哩、新东方涨超3%，阿里巴巴、腾讯音乐涨超2%，拼多多、京东、百度、滴滴、爱奇艺、携程网、贝壳等涨超1%；蔚来、小鹏汽车、理想汽车涨超缩窄至1%以内，工信部发布《免征车辆购置税的新能源汽车车型目录》（第四十四批），理想ONE、小鹏P5等在列；</p>\n<p>维珍银河盘前跌幅缩窄至1.3%，昨日收跌17.3%，公司昨日宣布将配售股份筹资5亿美元；</p>\n<p>大全新能源盘前涨近4%，子公司新疆大全将登陆科创板；</p>\n<p>建模和模拟软件公司Simulations Plus盘前跌14.3%，公司季度营收同比下滑10%，没有给出季度指引；</p>\n<p>Exela Technologies盘前涨7.2%，昨日收涨19.2%，此前公司推出新的文档处理系统；另据统计，该股最近的做空比例明显提升。</p>\n<p><b>大宗商品</b></p>\n<p><b>原油</b></p>\n<p>原油价格小幅上涨，美股涨0.26%，报74.34美元；布油涨0.36%，报75.5美元。此前国际能源署(IEA)警告称，如果欧佩克+未能解决目前的争端，全球能源市场将“大幅收紧”。</p>\n<p>该机构表示，欧佩克+的僵局将加剧“日趋严峻的供应赤字”，而“高油价可能加剧通胀，损害经济复苏。”</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内涨0.46%，报1813.7美元/盎司。</p>\n<p>国际金价小幅走高，但美元指数维持反弹格局，限制了金价升幅。投资者关注即将公布的美国通胀数据，可能会为美联储收紧政策的节奏表提供更多信息。</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>盘前：美股Q2财报季开幕！美国CPI数据来袭</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盘前：美股Q2财报季开幕！美国CPI数据来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-13 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月13日（周二），高盛、摩根大通今日盘前公布财报，拉开美股第二季度财报期帷幕，美国公布6月CPI数据。</p>\n<p>美国6月季调后CPI月率0.9%，前值0.60%，预期0.50%，创2008年6月以来新高；美国6月末季调CPI年率5.4%，前值5.00%，预期4.90%，续创2008年8月以来新高。美国6月末季调核心CPI年率录得4.5%，高于预期并创1991年来的最高水平。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a0b973545a04268cc7c45f092abd4b\" tg-width=\"1243\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><span>来源：金十数据</span></p>\n<p>美国CPI数据公布后，美股股指期货下挫。道指期货跌0.13%，标普500指数期货跌0.21%，纳指期货跌0.18%。</p>\n<p><img src=\"https://static.tigerbbs.com/3689757f997fa9953a85267baa42bd0a\" tg-width=\"355\" tg-height=\"178\" referrerpolicy=\"no-referrer\"></p>\n<p>机构评美国6月CPI数据：美国劳工部数据显示，6月季调后CPI月率上涨0.9%，6月末季调CPI年率录得5.4%，其中二手车占CPI增幅的三分之一。CPI数据涨幅超过预期，因与经济重启相关的大宗商品和劳动力成本上涨继续加剧通胀压力。</p>\n<p><b>盘前财报</b></p>\n<p>百事可乐盘前涨幅扩大至1.46%，此前公布的<a href=\"https://laohu8.com/NW/1129606632\" target=\"_blank\">第二季度业绩好于市场预期，并上调2021财年指引</a>。财报显示，百事可乐Q2营收192.2亿美元，市场预期179.59亿美元，去年同期159.45亿美元；净利润23.58亿美元，市场预期21.12亿美元，去年同期16.46亿美元；每股盈利1.7美元，市场预期1.52美元，去年同期1.18美元；预计2021财年有机营收将增长6%。</p>\n<p>摩根大通盘前跌0.61%，<a href=\"https://laohu8.com/NW/1137544001\" target=\"_blank\">Q2营收同比下滑7%至314亿美元，不及市场预期</a>。财报显示：摩根大通二季度经调整后营收314亿美元，预估300.6亿美元，去年同期338.17亿美元；第二季度净利润114.96亿美元，市场预期93.26亿美元，去年同期42.65亿美元；第二季度每股盈利3.78美元，市场预期3.16美元，去年同期1.38美元。</p>\n<p>高盛盘前转涨，现涨约0.5%，<a href=\"https://laohu8.com/NW/1174880315\" target=\"_blank\">第二季度营收和净利润均好于市场预期</a>。财报显示，高盛Q2营收153.9亿美元，市场预期121.74美元，去年同期132.95亿美元；净利润53.47亿美元；每股盈利15.02美元，市场预期10.07美元，去年同期6.26美元。</p>\n<p><b>个股行情</b></p>\n<p>搜狐、搜狗盘前分别涨12.3%及2.6%，市场监管总局无条件批准腾讯收购搜狗公司股权；</p>\n<p>热门中概股盘前上涨，RLX科技、哔哩哔哩、新东方涨超3%，阿里巴巴、腾讯音乐涨超2%，拼多多、京东、百度、滴滴、爱奇艺、携程网、贝壳等涨超1%；蔚来、小鹏汽车、理想汽车涨超缩窄至1%以内，工信部发布《免征车辆购置税的新能源汽车车型目录》（第四十四批），理想ONE、小鹏P5等在列；</p>\n<p>维珍银河盘前跌幅缩窄至1.3%，昨日收跌17.3%，公司昨日宣布将配售股份筹资5亿美元；</p>\n<p>大全新能源盘前涨近4%，子公司新疆大全将登陆科创板；</p>\n<p>建模和模拟软件公司Simulations Plus盘前跌14.3%，公司季度营收同比下滑10%，没有给出季度指引；</p>\n<p>Exela Technologies盘前涨7.2%，昨日收涨19.2%，此前公司推出新的文档处理系统；另据统计，该股最近的做空比例明显提升。</p>\n<p><b>大宗商品</b></p>\n<p><b>原油</b></p>\n<p>原油价格小幅上涨，美股涨0.26%，报74.34美元；布油涨0.36%，报75.5美元。此前国际能源署(IEA)警告称，如果欧佩克+未能解决目前的争端，全球能源市场将“大幅收紧”。</p>\n<p>该机构表示，欧佩克+的僵局将加剧“日趋严峻的供应赤字”，而“高油价可能加剧通胀，损害经济复苏。”</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内涨0.46%，报1813.7美元/盎司。</p>\n<p>国际金价小幅走高，但美元指数维持反弹格局，限制了金价升幅。投资者关注即将公布的美国通胀数据，可能会为美联储收紧政策的节奏表提供更多信息。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯","SOHU":"搜狐","SOGO":"搜狗",".IXIC":"NASDAQ Composite","SPCE":"维珍银河",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170101093","content_text":"7月13日（周二），高盛、摩根大通今日盘前公布财报，拉开美股第二季度财报期帷幕，美国公布6月CPI数据。\n美国6月季调后CPI月率0.9%，前值0.60%，预期0.50%，创2008年6月以来新高；美国6月末季调CPI年率5.4%，前值5.00%，预期4.90%，续创2008年8月以来新高。美国6月末季调核心CPI年率录得4.5%，高于预期并创1991年来的最高水平。\n来源：金十数据\n美国CPI数据公布后，美股股指期货下挫。道指期货跌0.13%，标普500指数期货跌0.21%，纳指期货跌0.18%。\n\n机构评美国6月CPI数据：美国劳工部数据显示，6月季调后CPI月率上涨0.9%，6月末季调CPI年率录得5.4%，其中二手车占CPI增幅的三分之一。CPI数据涨幅超过预期，因与经济重启相关的大宗商品和劳动力成本上涨继续加剧通胀压力。\n盘前财报\n百事可乐盘前涨幅扩大至1.46%，此前公布的第二季度业绩好于市场预期，并上调2021财年指引。财报显示，百事可乐Q2营收192.2亿美元，市场预期179.59亿美元，去年同期159.45亿美元；净利润23.58亿美元，市场预期21.12亿美元，去年同期16.46亿美元；每股盈利1.7美元，市场预期1.52美元，去年同期1.18美元；预计2021财年有机营收将增长6%。\n摩根大通盘前跌0.61%，Q2营收同比下滑7%至314亿美元，不及市场预期。财报显示：摩根大通二季度经调整后营收314亿美元，预估300.6亿美元，去年同期338.17亿美元；第二季度净利润114.96亿美元，市场预期93.26亿美元，去年同期42.65亿美元；第二季度每股盈利3.78美元，市场预期3.16美元，去年同期1.38美元。\n高盛盘前转涨，现涨约0.5%，第二季度营收和净利润均好于市场预期。财报显示，高盛Q2营收153.9亿美元，市场预期121.74美元，去年同期132.95亿美元；净利润53.47亿美元；每股盈利15.02美元，市场预期10.07美元，去年同期6.26美元。\n个股行情\n搜狐、搜狗盘前分别涨12.3%及2.6%，市场监管总局无条件批准腾讯收购搜狗公司股权；\n热门中概股盘前上涨，RLX科技、哔哩哔哩、新东方涨超3%，阿里巴巴、腾讯音乐涨超2%，拼多多、京东、百度、滴滴、爱奇艺、携程网、贝壳等涨超1%；蔚来、小鹏汽车、理想汽车涨超缩窄至1%以内，工信部发布《免征车辆购置税的新能源汽车车型目录》（第四十四批），理想ONE、小鹏P5等在列；\n维珍银河盘前跌幅缩窄至1.3%，昨日收跌17.3%，公司昨日宣布将配售股份筹资5亿美元；\n大全新能源盘前涨近4%，子公司新疆大全将登陆科创板；\n建模和模拟软件公司Simulations Plus盘前跌14.3%，公司季度营收同比下滑10%，没有给出季度指引；\nExela Technologies盘前涨7.2%，昨日收涨19.2%，此前公司推出新的文档处理系统；另据统计，该股最近的做空比例明显提升。\n大宗商品\n原油\n原油价格小幅上涨，美股涨0.26%，报74.34美元；布油涨0.36%，报75.5美元。此前国际能源署(IEA)警告称，如果欧佩克+未能解决目前的争端，全球能源市场将“大幅收紧”。\n该机构表示，欧佩克+的僵局将加剧“日趋严峻的供应赤字”，而“高油价可能加剧通胀，损害经济复苏。”\n黄金\n现货黄金日内涨0.46%，报1813.7美元/盎司。\n国际金价小幅走高，但美元指数维持反弹格局，限制了金价升幅。投资者关注即将公布的美国通胀数据，可能会为美联储收紧政策的节奏表提供更多信息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142722861,"gmtCreate":1626179038653,"gmtModify":1633929381494,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142722861","repostId":"1126789765","repostType":4,"repost":{"id":"1126789765","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626133747,"share":"https://www.laohu8.com/m/news/1126789765?lang=&edition=full","pubTime":"2021-07-13 07:49","market":"us","language":"zh","title":"美联储七月会议如何表态？关注今晚CPI","url":"https://stock-news.laohu8.com/highlight/detail?id=1126789765","media":"Wind万得","summary":"今晚美国公布的CPI数据至关重要，这个数据在一定程度上将显示近期的价格大幅上涨是一个暂时现象，还是通胀压力会更持久。如果今晚通胀超市场预期，那么美联储提前收紧预期可能又会卷土重来；反之市场对美联储收紧的恐慌会继续减弱。市场预计6月份CPI环比增幅将从5月份的0.6%和4月份的0.8%降至0.5%，并预计CPI年率将从5月份的5%降至4.9%。美联储的通胀目标是基于美国商务部的个人消费支出价格指数，该指数往往略低于CPI。","content":"<p>今晚美国公布的CPI数据至关重要，这个数据在一定程度上将显示近期的价格大幅上涨是一个暂时现象，还是通胀压力会更持久。如果今晚通胀超市场预期，那么美联储提前收紧预期可能又会卷土重来；反之市场对美联储收紧的恐慌会继续减弱。</p>\n<p>在过去的六个月里，美国消费者价格指数(CPI)几乎翻了三倍，从一月份的1.7%上升到五月份的5%。核心通胀从1.4%上升到3.8%。市场预计6月份CPI环比增幅将从5月份的0.6%和4月份的0.8%降至0.5%，并预计CPI年率将从5月份的5%降至4.9%。</p>\n<p>过去几个月，美联储成功地降低了市场对通胀的敏感性。这一努力始于去年9月美联储对未来政策引导采用了平均通胀率，并坚持认为当前的飙升是暂时的。但是有一个重要且尚未解决的问题是，疫情导致的经济问题造成会造成多少通胀?这个问题的答案在第四季度基数效应完全消失之前也许很难判断。</p>\n<p>市场一些经济学家认为疫情后强劲的经济复苏将在一段时间内推动物价快速上涨。他们认为，市场应该做好准备，迎接几十年来最高的通胀水平。如果经济学家的预测是正确的，美联储官员可能不得不提前或超过他们预期的上调利率，以控制通胀。</p>\n<p>一些调查显示经济学家认为从2021年到2023年通胀平均年增长率为2.58%，这个水平将达到1993年的水平。\"我们现在正处于一个过渡阶段，\" Naroff Economics LLC首席经济学家Joel Naroff说，\"我们正过渡到通胀率和利率高于过去20年的时期。\"</p>\n<p>Grant Thornton首席经济学家黛安•斯旺克(Diane Swonk)表示:“预计通胀飙升的时间会比美联储此前预计的更长。”“美联储现在可能会在2023年上半年加息，尽管一些美联储官员会尽快采取行动。”</p>\n<p>一些分析师也担心美联储的行动可能过于缓慢。American Chemistry Council首席经济学家凯文•斯威夫特(KevinSwift)表示:“危险在于，货币当局跟不上形势。”“我并不是说恶性通货膨胀即将到来，只是说去年发生了很多事情，整体价格的增长趋势比过去5年或10年更快。”</p>\n<p>随着经济复苏的加快，上次公布的美国5月份消费者价格指数继续快速上涨，较上年同期飙升5%，创下近13年来的最高年通胀率，也反映出需求激增以及劳动力和材料短缺。</p>\n<p>价格上涨反映出，随着广泛接种疫苗、放宽商业限制、数万亿美元的联邦大流行救援计划和充足的家庭储蓄推动了强劲的消费者需求。经季节性因素调整后，美国第一季度国内生产总值(GDP)按年率计算增长6.4%。经济学家预计，第二季度美国经济折合成年率将增长8.1%，这将是上世纪80年代初以来经济增长最好的一年。</p>\n<p>政策制定者也非常关注最近的通胀数据。在疫情最严重时期的一年里，价格压力非常疲弱。随着美联储和其它一些政策制定者继续采取财政和货币政策措施支持经济后，通胀上升是否只是暂时的，是美国经济和金融市场的一个关键问题。</p>\n<p>美联储预计目前还是预计今年通货膨胀率将暂时上升。通货膨胀率的持续大幅上升可能迫使央行提前收紧其宽松货币政策，或者晚些时候采取更激进的应对措施，以实现2%的平均通货膨胀目标。</p>\n<p>美联储的通胀目标是基于美国商务部的个人消费支出价格指数，该指数往往略低于CPI。美联储曾表示，在个人消费支出(PCE)通胀率达到平均2%并实现充分就业之前，它将把利率维持在接近于零的水平。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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美联储七月会议如何表态？关注今晚CPI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-07-13 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今晚美国公布的CPI数据至关重要，这个数据在一定程度上将显示近期的价格大幅上涨是一个暂时现象，还是通胀压力会更持久。如果今晚通胀超市场预期，那么美联储提前收紧预期可能又会卷土重来；反之市场对美联储收紧的恐慌会继续减弱。</p>\n<p>在过去的六个月里，美国消费者价格指数(CPI)几乎翻了三倍，从一月份的1.7%上升到五月份的5%。核心通胀从1.4%上升到3.8%。市场预计6月份CPI环比增幅将从5月份的0.6%和4月份的0.8%降至0.5%，并预计CPI年率将从5月份的5%降至4.9%。</p>\n<p>过去几个月，美联储成功地降低了市场对通胀的敏感性。这一努力始于去年9月美联储对未来政策引导采用了平均通胀率，并坚持认为当前的飙升是暂时的。但是有一个重要且尚未解决的问题是，疫情导致的经济问题造成会造成多少通胀?这个问题的答案在第四季度基数效应完全消失之前也许很难判断。</p>\n<p>市场一些经济学家认为疫情后强劲的经济复苏将在一段时间内推动物价快速上涨。他们认为，市场应该做好准备，迎接几十年来最高的通胀水平。如果经济学家的预测是正确的，美联储官员可能不得不提前或超过他们预期的上调利率，以控制通胀。</p>\n<p>一些调查显示经济学家认为从2021年到2023年通胀平均年增长率为2.58%，这个水平将达到1993年的水平。\"我们现在正处于一个过渡阶段，\" Naroff Economics LLC首席经济学家Joel Naroff说，\"我们正过渡到通胀率和利率高于过去20年的时期。\"</p>\n<p>Grant Thornton首席经济学家黛安•斯旺克(Diane Swonk)表示:“预计通胀飙升的时间会比美联储此前预计的更长。”“美联储现在可能会在2023年上半年加息，尽管一些美联储官员会尽快采取行动。”</p>\n<p>一些分析师也担心美联储的行动可能过于缓慢。American Chemistry Council首席经济学家凯文•斯威夫特(KevinSwift)表示:“危险在于，货币当局跟不上形势。”“我并不是说恶性通货膨胀即将到来，只是说去年发生了很多事情，整体价格的增长趋势比过去5年或10年更快。”</p>\n<p>随着经济复苏的加快，上次公布的美国5月份消费者价格指数继续快速上涨，较上年同期飙升5%，创下近13年来的最高年通胀率，也反映出需求激增以及劳动力和材料短缺。</p>\n<p>价格上涨反映出，随着广泛接种疫苗、放宽商业限制、数万亿美元的联邦大流行救援计划和充足的家庭储蓄推动了强劲的消费者需求。经季节性因素调整后，美国第一季度国内生产总值(GDP)按年率计算增长6.4%。经济学家预计，第二季度美国经济折合成年率将增长8.1%，这将是上世纪80年代初以来经济增长最好的一年。</p>\n<p>政策制定者也非常关注最近的通胀数据。在疫情最严重时期的一年里，价格压力非常疲弱。随着美联储和其它一些政策制定者继续采取财政和货币政策措施支持经济后，通胀上升是否只是暂时的，是美国经济和金融市场的一个关键问题。</p>\n<p>美联储预计目前还是预计今年通货膨胀率将暂时上升。通货膨胀率的持续大幅上升可能迫使央行提前收紧其宽松货币政策，或者晚些时候采取更激进的应对措施，以实现2%的平均通货膨胀目标。</p>\n<p>美联储的通胀目标是基于美国商务部的个人消费支出价格指数，该指数往往略低于CPI。美联储曾表示，在个人消费支出(PCE)通胀率达到平均2%并实现充分就业之前，它将把利率维持在接近于零的水平。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/627bc890436e46f74a0fe8143398a725","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126789765","content_text":"今晚美国公布的CPI数据至关重要，这个数据在一定程度上将显示近期的价格大幅上涨是一个暂时现象，还是通胀压力会更持久。如果今晚通胀超市场预期，那么美联储提前收紧预期可能又会卷土重来；反之市场对美联储收紧的恐慌会继续减弱。\n在过去的六个月里，美国消费者价格指数(CPI)几乎翻了三倍，从一月份的1.7%上升到五月份的5%。核心通胀从1.4%上升到3.8%。市场预计6月份CPI环比增幅将从5月份的0.6%和4月份的0.8%降至0.5%，并预计CPI年率将从5月份的5%降至4.9%。\n过去几个月，美联储成功地降低了市场对通胀的敏感性。这一努力始于去年9月美联储对未来政策引导采用了平均通胀率，并坚持认为当前的飙升是暂时的。但是有一个重要且尚未解决的问题是，疫情导致的经济问题造成会造成多少通胀?这个问题的答案在第四季度基数效应完全消失之前也许很难判断。\n市场一些经济学家认为疫情后强劲的经济复苏将在一段时间内推动物价快速上涨。他们认为，市场应该做好准备，迎接几十年来最高的通胀水平。如果经济学家的预测是正确的，美联储官员可能不得不提前或超过他们预期的上调利率，以控制通胀。\n一些调查显示经济学家认为从2021年到2023年通胀平均年增长率为2.58%，这个水平将达到1993年的水平。\"我们现在正处于一个过渡阶段，\" Naroff Economics LLC首席经济学家Joel Naroff说，\"我们正过渡到通胀率和利率高于过去20年的时期。\"\nGrant Thornton首席经济学家黛安•斯旺克(Diane Swonk)表示:“预计通胀飙升的时间会比美联储此前预计的更长。”“美联储现在可能会在2023年上半年加息，尽管一些美联储官员会尽快采取行动。”\n一些分析师也担心美联储的行动可能过于缓慢。American Chemistry Council首席经济学家凯文•斯威夫特(KevinSwift)表示:“危险在于，货币当局跟不上形势。”“我并不是说恶性通货膨胀即将到来，只是说去年发生了很多事情，整体价格的增长趋势比过去5年或10年更快。”\n随着经济复苏的加快，上次公布的美国5月份消费者价格指数继续快速上涨，较上年同期飙升5%，创下近13年来的最高年通胀率，也反映出需求激增以及劳动力和材料短缺。\n价格上涨反映出，随着广泛接种疫苗、放宽商业限制、数万亿美元的联邦大流行救援计划和充足的家庭储蓄推动了强劲的消费者需求。经季节性因素调整后，美国第一季度国内生产总值(GDP)按年率计算增长6.4%。经济学家预计，第二季度美国经济折合成年率将增长8.1%，这将是上世纪80年代初以来经济增长最好的一年。\n政策制定者也非常关注最近的通胀数据。在疫情最严重时期的一年里，价格压力非常疲弱。随着美联储和其它一些政策制定者继续采取财政和货币政策措施支持经济后，通胀上升是否只是暂时的，是美国经济和金融市场的一个关键问题。\n美联储预计目前还是预计今年通货膨胀率将暂时上升。通货膨胀率的持续大幅上升可能迫使央行提前收紧其宽松货币政策，或者晚些时候采取更激进的应对措施，以实现2%的平均通货膨胀目标。\n美联储的通胀目标是基于美国商务部的个人消费支出价格指数，该指数往往略低于CPI。美联储曾表示，在个人消费支出(PCE)通胀率达到平均2%并实现充分就业之前，它将把利率维持在接近于零的水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146492060,"gmtCreate":1626095497250,"gmtModify":1633930213401,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"Pls 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21:30","market":"us","language":"zh","title":"开盘：美股全线低开，大型科技股及中概股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1165245102","media":"老虎资讯综合","summary":"7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，","content":"<p>7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。</p>\n<p>恐慌指数VIX跌超20%，报19.5。</p>\n<p><img src=\"https://static.tigerbbs.com/d4af212d950c0bfd5ec616aa077aa4a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QFIN\">360数科</a>开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。</p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>开盘跌超6%，近四个交易日已累跌约36%。</p>\n<p><img src=\"https://static.tigerbbs.com/0bbf62e183701b6cf3cd1f76cac6d186\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势，<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。</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>开盘：美股全线低开，大型科技股及中概股普跌</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; 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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\">\n开盘：美股全线低开，大型科技股及中概股普跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。</p>\n<p>恐慌指数VIX跌超20%，报19.5。</p>\n<p><img src=\"https://static.tigerbbs.com/d4af212d950c0bfd5ec616aa077aa4a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QFIN\">360数科</a>开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。</p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>开盘跌超6%，近四个交易日已累跌约36%。</p>\n<p><img src=\"https://static.tigerbbs.com/0bbf62e183701b6cf3cd1f76cac6d186\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势，<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165245102","content_text":"7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。\n恐慌指数VIX跌超20%，报19.5。\n\n360数科开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。\n滴滴开盘跌超6%，近四个交易日已累跌约36%。\n\n拼多多跌超5%，阿里巴巴跌超4%，京东跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。\n中概股多数延续昨日跌势，陆金所跌超15%，新东方跌超10%，蔚来、小鹏汽车均跌超5%。\n美股大型科技股齐跌，Facebook跌1.6%，谷歌A跌1.5%，亚马逊跌1.2%，苹果跌1%，微软、奈飞跌约0.5%。\n在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。\nOverstock.com涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157630054,"gmtCreate":1625579745378,"gmtModify":1633939426741,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"plslike","listText":"plslike","text":"plslike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157630054","repostId":"2149353355","repostType":4,"repost":{"id":"2149353355","pubTimestamp":1625546456,"share":"https://www.laohu8.com/m/news/2149353355?lang=&edition=full","pubTime":"2021-07-06 12:40","market":"hk","language":"zh","title":"1.3万亿美元“大转移”，这个夏天注定不会平静","url":"https://stock-news.laohu8.com/highlight/detail?id=2149353355","media":"华尔街见闻","summary":"今年夏天美国货币市场将重新“洗牌”，会有大量资金易手，规模达上万亿美元。","content":"<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。</p>\n<p>Zoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师，以准确预测逆回购市场走势而闻名。</p>\n<p>2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。</p>\n<p><b>这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。</b></p>\n<p>在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。</p>\n<p>一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。</p>\n<h2>无处安放的资金</h2>\n<p>据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/c85ed06c515b3021ba7bef75e9e2af90\" tg-width=\"786\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。</p>\n<p>与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。</p>\n<p>华尔街见闻此前提及，<b>逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：</b></p>\n<blockquote>\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n</blockquote>\n<p>此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。</p>\n<p>两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。</p>\n<p><b>随后，美联储逆回购工具的用量进一步暴增。</b></p>\n<h2>一场资金大轮换</h2>\n<p>Pozsar一直在密切关注着逆回购市场的动向。</p>\n<p>他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。</p>\n<p>Pozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：</p>\n<blockquote>\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n</blockquote>\n<p>他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。</p>\n<p><b>Pozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”</b></p>\n<p>在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。</p>\n<p><img src=\"https://static.tigerbbs.com/d2bc61dc127a8e37c4e601737f5b3c38\" tg-width=\"1212\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。</p>\n<p><b>Pozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：</b></p>\n<blockquote>\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n <img src=\"https://static.tigerbbs.com/f3008099054a9c0e46f21c9586e4f7bd\" tg-width=\"710\" tg-height=\"496\" referrerpolicy=\"no-referrer\">\n</blockquote>\n<h2>关不上的水龙头</h2>\n<p>持续泛滥的流动性令不少分析师感到不安。</p>\n<p>据华尔街日报，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：</p>\n<blockquote>\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n</blockquote>\n<p>但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。</p>\n<p>Twenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”</p>\n<p>但Pozsar感到担忧。</p>\n<p>短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。</p>\n<p>但美联储持续的量化宽松还在向市场注入流动性。<b>Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。</b></p>\n<p>Pozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。</p>","source":"wallstreetcn_api","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>1.3万亿美元“大转移”，这个夏天注定不会平静</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\">\n1.3万亿美元“大转移”，这个夏天注定不会平静\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3de9cc40ad0d5fa6a8446c9f7e5823b3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3634679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149353355","content_text":"美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。\n这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。\n在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。\n一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。\n无处安放的资金\n据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。\n\n在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。\n与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。\n华尔街见闻此前提及，逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：\n\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n\n此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。\n两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。\n随后，美联储逆回购工具的用量进一步暴增。\n一场资金大轮换\nPozsar一直在密切关注着逆回购市场的动向。\n他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。\nPozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：\n\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n\n他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。\nPozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”\n在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。\n\n但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。\nPozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：\n\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n \n\n关不上的水龙头\n持续泛滥的流动性令不少分析师感到不安。\n据华尔街日报，摩根大通利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：\n\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n\n但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。\nTwenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”\n但Pozsar感到担忧。\n短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。\n但美联储持续的量化宽松还在向市场注入流动性。Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。\nPozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154169230,"gmtCreate":1625490118620,"gmtModify":1633940248887,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154169230","repostId":"1172687898","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155670550,"gmtCreate":1625426341470,"gmtModify":1633940834706,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570854159723648","authorIdStr":"3570854159723648"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155670550","repostId":"2148804970","repostType":4,"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":120045728,"gmtCreate":1624289997264,"gmtModify":1634008288572,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/120045728","repostId":"2145084835","repostType":4,"repost":{"id":"2145084835","pubTimestamp":1624280460,"share":"https://www.laohu8.com/m/news/2145084835?lang=&edition=full","pubTime":"2021-06-21 21:01","market":"us","language":"en","title":"5 Ultra-Popular Stocks Wall Street Views as Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2145084835","media":"Motley Fool","summary":"If analysts are correct, these high-flying stocks will fizzle out over the next year.","content":"<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark <b>S&amp;P 500</b> since 1980, including dividends, is north of 11%.</p>\n<p>Not surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to <b>FactSet</b>, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.</p>\n<p>Based on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.</p>\n<p><img src=\"https://static.tigerbbs.com/b04ade705354c4825038c4dfcd0187d9\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Palantir Technologies: Implied downside of 12%</h3>\n<p>Since its direct listing in late September 2020, data-mining company <b>Palantir Technologies</b> (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's <a href=\"https://laohu8.com/S/AONE\">one</a>-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.</p>\n<p>The likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.</p>\n<p>Another possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.</p>\n<p>Over the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.</p>\n<p><img src=\"https://static.tigerbbs.com/a38605bee8e62f3e8aa414fa24278e7e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Moderna: Implied downside of 11%</h3>\n<p>Biotech stock <b>Moderna</b> (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.</p>\n<p>Why the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.</p>\n<p>The other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.</p>\n<p>Based solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.</p>\n<p><img src=\"https://static.tigerbbs.com/07841e6a8173146a0fbfddf95a0f1ccb\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>GameStop: Implied downside of 71%</h3>\n<p>This will probably come as a shock to no one, but Reddit favorite <b>GameStop</b> (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it <i>still</i> implies up to 71% downside over the next year.</p>\n<p>The biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.</p>\n<p>Although the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.</p>\n<p>With sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.</p>\n<p><img src=\"https://static.tigerbbs.com/c7ff785aa0040a5565d474390f58b47a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>Ocugen: Implied downside of 18%</h3>\n<p>Volatile clinical-stage biotech stock <b>Ocugen</b> (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.</p>\n<p>Arguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.</p>\n<p>What's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.</p>\n<p>Though it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.</p>\n<p><img src=\"https://static.tigerbbs.com/91f6037829ea3fb0ae1cae0b95d8d11e\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>NVIDIA: Implied downside of 3%</h3>\n<p>Don't adjust your computer, laptop, or smartphone screens -- that really says <b>NVIDIA</b> (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.</p>\n<p>One reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.</p>\n<p>Perhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.</p>\n<p>For what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ultra-Popular Stocks Wall Street Views as Overvalued</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 Ultra-Popular Stocks Wall Street Views as Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","MRNA":"Moderna, Inc.","NVDA":"英伟达","OCGN":"Ocugen","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/06/21/5-ultra-popular-stocks-wall-street-view-overvalued/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145084835","content_text":"Generally speaking, it pays to be bullish on Wall Street. Despite navigating its way through Black Monday in 1987, the dot-com bubble, the Great Recession, and more recently the coronavirus crash, the average annual total return for the benchmark S&P 500 since 1980, including dividends, is north of 11%.\nNot surprisingly, we see this optimism readily apparent in Wall Street's ratings on stocks. According to FactSet, more than half of all stocks carry a consensus buy rating, 38% have the equivalent of a hold rating, and just 7% are rated as sells. Yet, history shows that far more than 7% of stocks will eventually head lower.\nBased on Wall Street's consensus price targets, the following five ultra-popular stocks are all expected to lose value over the coming 12 months.\n\nImage source: Getty Images.\nPalantir Technologies: Implied downside of 12%\nSince its direct listing in late September 2020, data-mining company Palantir Technologies (NYSE:PLTR) has been a favorite among growth and retail investors. But if Wall Street's one-year consensus price target proves accurate, Palantir will head in reverse by up to 12%.\nThe likeliest reason Wall Street is tempering expectations on Palantir is valuation. Specifically, Palantir ended June 17 with a market cap of nearly $48 billion, but is on track to bring in perhaps $1.5 billion in full-year sales in 2021. That's a multiple of about 32 times sales. Even if Palantir continues to grow its top-line at 30% annually, it could take years for this price-to-sales multiple to come down to anywhere close to the average for cloud stocks.\nAnother possible concern is the growth potential for its government-focused Gotham platform. Big government contract wins in the U.S. have been primarily responsible for Palantir's exceptional growth rate. However, there remains an outside chance that President Joe Biden may curb funding to some of the federal agencies that employ Palantir's services.\nOver the long run, I'm optimistic and believe Palantir's platform is unlike anything else available. But tempering near-term expectations given its valuation premium may be warranted.\n\nImage source: Getty Images.\nModerna: Implied downside of 11%\nBiotech stock Moderna (NASDAQ:MRNA) is arguably the biggest beneficiary of the coronavirus disease 2019 (COVID-19) pandemic. It's one of only three drugmakers to currently have their COVID-19 vaccine approved on an emergency-use authorization (EUA) basis in the United States. But if Wall Street's consensus 12-month price target is correct, it's stock is also on its way to a double-digit decline.\nWhy the lack of love from Wall Street? The answer looks to be analysts looking to the future. While Moderna's COVID-19 vaccine is a mainstay in the U.S., and it's likely to play a clear role in other markets, time might prove the company's enemy. Over time, new vaccines are expected to come onto the scene, which'll eat away at Moderna's potential pool of patients.\nThe other worry is that no one is exactly certain how long COVID-19 vaccine immunity will last. If it's a year, Moderna is unlikely to be the only drugmaker supplying booster shots. Meanwhile, if it's longer than a year, it means reduced sales opportunities for the company.\nBased solely on Wall Street's earnings per share consensus in 2021 and 2022, Moderna appears reasonably priced. But with the company staring down a potentially significant haircut in revenue next year as new drugmakers enter the space, caution is advised.\n\nImage source: Getty Images.\nGameStop: Implied downside of 71%\nThis will probably come as a shock to no one, but Reddit favorite GameStop (NYSE:GME) is fully expected to fall flat on its face. Even though Wall Street's consensus price target for the company has quintupled in recent months, it still implies up to 71% downside over the next year.\nThe biggest issue for GameStop is that its valuation has completely detached from its underlying fundamentals. While it's not uncommon for stocks to trade on emotion for short periods of time, operating performance is what always dictates the long-term movement in the share price of a stock. When it comes to operating performance, GameStop has been a dud.\nAlthough the company's first-quarter fiscal results highlighted a 25% net sales increase from the prior-year period, total sales for the company have been falling precipitously for years. That's because video game retailer GameStop recognized the shift to digital gaming too late, and it's now stuck with its massive portfolio of brick-and-mortar gaming stores. Even though e-commerce sales have been a bright spot for the company, slashing costs and closing stores remains its No. 1 priority.\nWith sufficient cash, bankruptcy isn't a concern for GameStop. But without any true top-line growth and the company still losing money, it's an impossible sell at its current price tag.\n\nImage source: Getty Images.\nOcugen: Implied downside of 18%\nVolatile clinical-stage biotech stock Ocugen (NASDAQ:OCGN) may also be in for an unpleasant next 12 months. The company behind an experimental COVID-19 vaccine (Covaxin) and a trio of internally developed eye-blindness candidates is expected to shed 18% of its value, if Wall Street's consensus price target is correct.\nArguably the biggest issue for Ocugen is the clinical update the company issued on June 10 concerning Covaxin. Even though partner Bharat Biotech led a large clinical study in India that yielded an overall efficacy of 78%, along with 100% efficacy in preventing severe forms of COVID-19, Ocugen announced on June 10 that it would forgo seeking an EUA in the U.S. and would instead file for a biologics license application. In other words, Ocugen's path to a quick emergency approval in the U.S. just flew out the window.\nWhat's more, the U.S. Food and Drug Administration's requested additional information and data on Covaxin. This is a fancy of saying that Ocugen will very likely have to run a clinical study in the U.S. prior to submitting Covaxin for approval. That means added costs and an even longer wait before Ocugen has a chance to penetrate the lucrative U.S. market.\nThough it's impossible to predict how long COVID-19 vaccine immunity will last, Ocugen's chances of being a significant player in the U.S. COVID-19 vaccine space are dwindling.\n\nImage source: Getty Images.\nNVIDIA: Implied downside of 3%\nDon't adjust your computer, laptop, or smartphone screens -- that really says NVIDIA (NASDAQ:NVDA). Following its incredible run higher (NVIDIA has doubled over the past year), graphics processing unit giant NVIDIA closed 3% above Wall Street's consensus price target, as of June 17.\nOne reason for tempered expectations at this point has to be valuation. Even with NVIDIA crushing expectations and seeing strong PC gaming demand, sales growth is expected to slow from an estimated 49% in fiscal 2022 to a high single digit percentage in each of the next two fiscal years. In fact, the company closed at nearly 20 times projected sales for the current fiscal year. That's a bit optimistic given an expected sales growth slowdown.\nPerhaps the other reason Wall Street expects NVIDIA to go sideways is the company's cryptocurrency mining chip segment. While sales of crypto chips could hit $400 million in the current quarter, demand is entirely dependent on the hype surrounding digital currencies and the favorability of technical charts. Crypto is just as well known for its long bear markets as it is for the big gains it's delivered over the past decade. If another lull strikes, a fast-growing ancillary segment for NVIDA could easily become a drag.\nFor what it's worth, I see no fundamental reasons to sell NVIDIA if you're already a long-term shareholder. But if you're on the outside looking in, I don't exactly see $746 as an attractive entry point, either.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144339062,"gmtCreate":1626266815256,"gmtModify":1631889498793,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/144339062","repostId":"2151593458","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150796024,"gmtCreate":1624926937768,"gmtModify":1633946959152,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Plw like amd comment","listText":"Plw like amd comment","text":"Plw like amd comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/150796024","repostId":"1140002900","repostType":4,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111087931,"gmtCreate":1622644620523,"gmtModify":1634099622563,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111087931","repostId":"1188552613","repostType":4,"repost":{"id":"1188552613","pubTimestamp":1622627641,"share":"https://www.laohu8.com/m/news/1188552613?lang=&edition=full","pubTime":"2021-06-02 17:54","market":"us","language":"en","title":"AMC Stock Is Surging Again. How to Make Sense of the Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1188552613","media":"Barrons","summary":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, th","content":"<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of&nbsp;GameStop&nbsp;and&nbsp;BlackBerry&nbsp;into speculative territory.</p>\n<p>But it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.</p>\n<p>Shares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office.&nbsp;Shares were up another 34%, to $42.92, in premarket trading Wednesday.</p>\n<p>Even if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.</p>\n<p>AMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.</p>\n<p>So, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.</p>\n<p>Back then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.</p>\n<p>The upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&amp;P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.</p>\n<p>In those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.</p>\n<p>Maybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.</p>\n<p>If AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.</p>\n<p>Then, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&amp;P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.</p>\n<p>There are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.</p>\n<p>Also, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.</p>\n<p>AMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.</p>\n<p>There is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.</p>\n<p>AMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.</p>\n<p>Wall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.</p>\n<p>Analysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.</p>\n<p>And that’s just another way of saying that AMC bulls are a long way from making the math work.</p>","source":"lsy1601382232898","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>AMC Stock Is Surging Again. How to Make Sense of the Move.</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\">\nAMC Stock Is Surging Again. How to Make Sense of the Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into ...</p>\n\n<a href=\"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.barrons.com/articles/amc-rockets-higher-is-it-worth-it-maybe-51622594691?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188552613","content_text":"AMC Entertainment‘s skyrocketing stock price would be easy to dismiss as just meme-trade madness, that social media-fueled investor frenzy that has launched the likes of GameStop and BlackBerry into speculative territory.\nBut it’s possible that traditional investors have missed a fundamental change in the movie theater business—and it wouldn’t be the first time.\nShares of AMC (ticker: AMC) surged 23% on Tuesday, closing at $32.04—just off an all-time high of $36.72 set in late May. That puts the movie-theater chain’s market capitalization at roughly $16 billion, more than 15 times what it was in 2018, a record-breaking year at the box office. Shares were up another 34%, to $42.92, in premarket trading Wednesday.\nEven if investors missed an inflection point, though, the math doesn’t add up. The reason might be that market cap isn’t the right measure. Maybe it’s enterprise value, which is essentially market cap and debt. AMC’s enterprise value is about $26 billion, compared with $6.2 billion or so at the end of 2018.\nAMC added debt during the pandemic as theaters in the country’s biggest cities were dark for months. And the numbers make it easy to understand why: The U.S. box office in 2020 generated about $2.1 billion in ticket sales, down 81% from the 2018 record of $11.9 billion.\nSo, it seems investors have been vexed by movie theater economics. But it wouldn’t be the first time. The industry essentially went belly up at the turn of the millennium. Regal Cinemas, for instance, declared bankruptcy in 2001.\nBack then, the industry had plenty of capacity because of a new theater design—stadium seating that gave a better view of the screen. That shift meant movie theater chains had to renovate or risk losing all their patrons to movie theaters that offered the better view. In the end, too many seats and not enough patrons meant the return on the stadium-seating investments never materialized.\nThe upshot was consolidation. With fewer operators, the number of screens stabilized. Between 2002 and 2007, Regal Cinemas became a cash-generating machine because the stock was mispriced. The stock returned 21% a year on average. The S&P 500 and Dow Jones Industrial Average both returned less than 9% a year on average over the same period.\nIn those days, Regal Cinema’s enterprise value about $5 billion, or about 50% of total U.S. box office sales. That’s far short of AMC today. Something new has to be different for AMC to be worth it.\nMaybe the movie theater business is going to go through another period of consolidation, which can usher in another golden age of returns. AMC’s Tuesday gains, in fact, were catalyzed by new capital raised so the company could go on the offensive, acquiring defunct chains. Monopolies, after all, can be good for stock returns.\nIf AMC can increase market share and the U.S. box office sales can return to 2018 levels in a few years, total sales at might be $9 billion—$6 billion from tickets and $3 billion from concessions. Sales in 2018 amounted to $5.5 billion.\nThen, with better gross profit margins derived from larger scale, AMC might be able to generate $600 million in free cash flow annually, which puts the stock at about a 4% free cash flow yield. The S&P 500 trades for about a 3% free cash flow yield. The numbers can work—if they’re stretched.\nThere are problems with this scenario, though. There are lots of ifs and mights—and AMC has never generated cash flow like that in the past. Arriving at $600 million in free cash flow is more about justifying current valuations than predicting what is likely.\nAlso, with mergers and acquisitions, AMC market shares might rise, but there are still competitors. Regal Cinemas is still out there, owned by Cineworld Holdings (CINE. London). So is Cinemark (CNK). There’s not a true monopoly.\nAMC and its peers have to deal with streaming, too. Windows for exclusive theater showings are shrinking. The pandemic has accelerated that. And if AMC gets too large and demanding for movie makers, the talent can always go to streaming faster, hurting box office sales.\nThere is also the problem of the peer stocks. They aren’t trading like this is a brave new world for theaters. Cineworld stock is up 484% from its 52-week low, but shares are still off 72% from all-time highs. Cinemark shares are up 222% from their 52-week low. They are down 47% from their all-time high.\nAMC stock, again, is up almost 1,600% from its 52-week low and is down just 13% from its May all-time high.\nWall Street just doesn’t see the potential either. Nine analysts cover the stock. The average analyst price target is about $5. Before the pandemic, the average analyst price target was $15. But there were fewer shares back then. The old target enterprise value was roughly $7 billion. It’s tough to get from $7 billion to $26 billion predicting better margins.\nAnalysts do have positive free cash flow modeled, though–$13 million in 2022 and $90 million in 2023. That’s a long way from $600 million.\nAnd that’s just another way of saying that AMC bulls are a long way from making the math work.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178180866,"gmtCreate":1626791740555,"gmtModify":1631889498775,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178180866","repostId":"1168215370","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147870589,"gmtCreate":1626353164641,"gmtModify":1631889498787,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/147870589","repostId":"2151217519","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162195550,"gmtCreate":1624039171070,"gmtModify":1634023659173,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Pls comment and like","listText":"Pls comment and like","text":"Pls comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/162195550","repostId":"2144774740","repostType":4,"repost":{"id":"2144774740","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1624030096,"share":"https://www.laohu8.com/m/news/2144774740?lang=&edition=full","pubTime":"2021-06-18 23:28","market":"us","language":"en","title":"Adobe Getting Lift From Economic Reopening Post-Pandemic","url":"https://stock-news.laohu8.com/highlight/detail?id=2144774740","media":"Investors","summary":"Software giant Adobe is benefiting as the economy reopens following the Covid-19 pandemic, a senior executive says.","content":"<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</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>Adobe Getting Lift From Economic Reopening Post-Pandemic</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\">\nAdobe Getting Lift From Economic Reopening Post-Pandemic\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-06-18 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Software giant <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.</p>\n<p>The maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.</p>\n<p>The San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.</p>\n<p>For the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.</p>\n<h2>ADBE Stock Rises After Earnings Report</h2>\n<p>In morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.</p>\n<p>\"All three of our businesses — Creative Cloud, Document Cloud and <a href=\"https://laohu8.com/S/EXP.AU\">Experience</a> Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"</p>\n<p>That momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.</p>\n<p>\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"</p>\n<p>The reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.</p>\n<h2>Analysts Raise Price Targets On Adobe Stock</h2>\n<p>At least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.</p>\n<p>Mizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.</p>\n<p>\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"</p>\n<p>On June 11, ADBE stock broke out of a 40-week&nbsp;consolidation period&nbsp;at a&nbsp;buy point&nbsp;of 536.98, according to&nbsp;IBD MarketSmith charts.</p>\n<p>However, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144774740","content_text":"Software giant Adobe is benefiting as the economy reopens as the Covid-19 pandemic wanes, a senior executive says. The company's beat-and-raise quarterly report provided proof of that. ADBE stock jumped on Friday.\nThe maker of digital media and marketing software late Thursday reported fiscal second-quarter earnings that easily topped expectations. Adobe also guided above views for the current quarter.\nThe San Jose, Calif.-based company earned an adjusted $3.03 a share on sales of $3.84 billion in the quarter ended June 4. On a year-over-year basis, Adobe earnings rose 24% while sales climbed 23%.\nFor the current quarter, Adobe expects to earn an adjusted $3 a share, up 17%, on sales of $3.88 billion, up 20%.\nADBE Stock Rises After Earnings Report\nIn morning trading on the stock market today, ADBE stock advanced 2.2%, near 563.35. Earlier in the session, ADBE stock notched a record high 570.\n\"All three of our businesses — Creative Cloud, Document Cloud and Experience Cloud — just killed it this quarter with excellent performance,\" Chief Financial Officer John Murphy told Investor's Business Daily. \"Content creation and customer experience engagement in personalized ways are resonating across all of our businesses. And it's really driving the momentum and acceleration in the business.\"\nThat momentum will continue in the company's seasonally weaker fiscal third quarter, Murphy said. The current quarter includes the summer months of June, July and August.\n\"The macroeconomic stability is giving a lot of enterprises confidence to invest again,\" Murphy said. \"Companies are prioritizing digital transformation.\"\nThe reopening of the economy and return to offices after the pandemic should provide a tailwind for Adobe's business, he said.\nAnalysts Raise Price Targets On Adobe Stock\nAt least 15 Wall Street analysts raised their price targets on ADBE stock after the earnings report.\nMizuho Securities analyst Gregg Moskowitz reiterated his buy rating on ADBE stock and upped his price target to 640 from 600.\n\"Adobe's expansive portfolio of software solutions has made it the gold standard in content creation, consumption, and collaboration,\" Moskowitz said in a note to clients. \"Adobe is very well positioned to benefit from digital transformation with its comprehensive end-to-end offering that differentiates it from competitors.\"\nOn June 11, ADBE stock broke out of a 40-week consolidation period at a buy point of 536.98, according to IBD MarketSmith charts.\nHowever, IBD Leaderboard analysis offered investors an earlier buy point of 525.54 from a cup base within the larger consolidation pattern.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171018226,"gmtCreate":1626695489265,"gmtModify":1631889498774,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"haiz","listText":"haiz","text":"haiz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171018226","repostId":"1148982205","repostType":4,"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173195653,"gmtCreate":1626630536272,"gmtModify":1631889498778,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173195653","repostId":"1160796593","repostType":4,"repost":{"id":"1160796593","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626606185,"share":"https://www.laohu8.com/m/news/1160796593?lang=&edition=full","pubTime":"2021-07-18 19:03","market":"fut","language":"zh","title":"OPEC+同意增产石油，结束当前的僵持局面","url":"https://stock-news.laohu8.com/highlight/detail?id=1160796593","media":"老虎资讯综合","summary":"7月18日，在沙特和阿联酋解决了一项阻碍协议达成的争端后，欧佩克及其盟友同意逐步向市场增加石油供应。与会代表表示，该组织将每月增产至多40万桶/日，直到所有闲置的产能都恢复，根据协议，阿联酋、伊拉克和","content":"<p>7月18日，在沙特和阿联酋解决了一项阻碍协议达成的争端后，欧佩克及其盟友同意逐步向市场增加石油供应。与会代表表示，该组织将每月增产至多40万桶/日，直到所有闲置的产能都恢复，根据协议，阿联酋、伊拉克和科威特从2022年5月起将获得更高的产量配额。协议将缓解迫在眉睫的供应紧张，并降低油价上涨的风险。这也为一场令交易员不安的僵局画上了句号。</p>\n<p>OPEC+同意阿联酋的原油减产新基线为350万桶/日，将于2022年5月开始生效。</p>\n<p>除了阿联酋，其他OPEC+成员也有望获得新的减产基准，伊拉克和科威特的产量基线分别提高15万桶/天。</p>\n<p>欧佩克+同意从2022年5月开始，将沙特和俄罗斯的基准石油产量从之前的1100万桶/日调整为1150万桶/日。</p>\n<p>OPEC+还同意从8月起进一步放宽减产，新的原油减产基准线将于2022年5月生效。</p>\n<p>欧佩克+已经就原油生产问题达成协议，下一次欧佩克+会议将在9月21日举行，同意将减产协议延长至2022年底。</p>\n<p>欧佩克草案声明显示，欧佩克+计划在2022年9月之前，在市场条件允许的情况下，全面取消580万桶/日的减产。</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>OPEC+同意增产石油，结束当前的僵持局面</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\">\nOPEC+同意增产石油，结束当前的僵持局面\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-18 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月18日，在沙特和阿联酋解决了一项阻碍协议达成的争端后，欧佩克及其盟友同意逐步向市场增加石油供应。与会代表表示，该组织将每月增产至多40万桶/日，直到所有闲置的产能都恢复，根据协议，阿联酋、伊拉克和科威特从2022年5月起将获得更高的产量配额。协议将缓解迫在眉睫的供应紧张，并降低油价上涨的风险。这也为一场令交易员不安的僵局画上了句号。</p>\n<p>OPEC+同意阿联酋的原油减产新基线为350万桶/日，将于2022年5月开始生效。</p>\n<p>除了阿联酋，其他OPEC+成员也有望获得新的减产基准，伊拉克和科威特的产量基线分别提高15万桶/天。</p>\n<p>欧佩克+同意从2022年5月开始，将沙特和俄罗斯的基准石油产量从之前的1100万桶/日调整为1150万桶/日。</p>\n<p>OPEC+还同意从8月起进一步放宽减产，新的原油减产基准线将于2022年5月生效。</p>\n<p>欧佩克+已经就原油生产问题达成协议，下一次欧佩克+会议将在9月21日举行，同意将减产协议延长至2022年底。</p>\n<p>欧佩克草案声明显示，欧佩克+计划在2022年9月之前，在市场条件允许的情况下，全面取消580万桶/日的减产。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba0e918dfd4ec815c4f78fc4cfc3ea3e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160796593","content_text":"7月18日，在沙特和阿联酋解决了一项阻碍协议达成的争端后，欧佩克及其盟友同意逐步向市场增加石油供应。与会代表表示，该组织将每月增产至多40万桶/日，直到所有闲置的产能都恢复，根据协议，阿联酋、伊拉克和科威特从2022年5月起将获得更高的产量配额。协议将缓解迫在眉睫的供应紧张，并降低油价上涨的风险。这也为一场令交易员不安的僵局画上了句号。\nOPEC+同意阿联酋的原油减产新基线为350万桶/日，将于2022年5月开始生效。\n除了阿联酋，其他OPEC+成员也有望获得新的减产基准，伊拉克和科威特的产量基线分别提高15万桶/天。\n欧佩克+同意从2022年5月开始，将沙特和俄罗斯的基准石油产量从之前的1100万桶/日调整为1150万桶/日。\nOPEC+还同意从8月起进一步放宽减产，新的原油减产基准线将于2022年5月生效。\n欧佩克+已经就原油生产问题达成协议，下一次欧佩克+会议将在9月21日举行，同意将减产协议延长至2022年底。\n欧佩克草案声明显示，欧佩克+计划在2022年9月之前，在市场条件允许的情况下，全面取消580万桶/日的减产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148207723,"gmtCreate":1625975891762,"gmtModify":1633931175594,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148207723","repostId":"1124741749","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149774137,"gmtCreate":1625751339329,"gmtModify":1633937725959,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149774137","repostId":"1165245102","repostType":4,"repost":{"id":"1165245102","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625751022,"share":"https://www.laohu8.com/m/news/1165245102?lang=&edition=full","pubTime":"2021-07-08 21:30","market":"us","language":"zh","title":"开盘：美股全线低开，大型科技股及中概股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1165245102","media":"老虎资讯综合","summary":"7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，","content":"<p>7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。</p>\n<p>恐慌指数VIX跌超20%，报19.5。</p>\n<p><img src=\"https://static.tigerbbs.com/d4af212d950c0bfd5ec616aa077aa4a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QFIN\">360数科</a>开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。</p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>开盘跌超6%，近四个交易日已累跌约36%。</p>\n<p><img src=\"https://static.tigerbbs.com/0bbf62e183701b6cf3cd1f76cac6d186\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势，<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n开盘：美股全线低开，大型科技股及中概股普跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。</p>\n<p>恐慌指数VIX跌超20%，报19.5。</p>\n<p><img src=\"https://static.tigerbbs.com/d4af212d950c0bfd5ec616aa077aa4a1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/QFIN\">360数科</a>开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。</p>\n<p><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>开盘跌超6%，近四个交易日已累跌约36%。</p>\n<p><img src=\"https://static.tigerbbs.com/0bbf62e183701b6cf3cd1f76cac6d186\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。</p>\n<p>中概股多数延续昨日跌势，<a href=\"https://laohu8.com/S/LU\">陆金所</a>跌超15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均跌超5%。</p>\n<p>美股大型科技股齐跌，<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.6%，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌约0.5%。</p>\n<p>在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。</p>\n<p><a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a>涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165245102","content_text":"7月8日（周四），道琼斯指数开盘下跌384.79点，跌幅1.11%，报34297.00点；标普500指数开盘下跌56.80点，跌幅1.30%，报4301.40点；纳斯达克综合指数开盘下跌245.7点，跌幅1.68%，报14419.3点。\n恐慌指数VIX跌超20%，报19.5。\n\n360数科开跌超27%，此前因违规收集使用个人信息整改未达标下架核心产品360借条APP。\n滴滴开盘跌超6%，近四个交易日已累跌约36%。\n\n拼多多跌超5%，阿里巴巴跌超4%，京东跌3%。此前，市场监管总局督促电商平台企业核查处理买卖虚假检测报告行为，已要求淘宝、拼多多等平台企业依法履行平台主体责任，对在平台上销售虚假检验检测报告的网店立即进行处置。\n中概股多数延续昨日跌势，陆金所跌超15%，新东方跌超10%，蔚来、小鹏汽车均跌超5%。\n美股大型科技股齐跌，Facebook跌1.6%，谷歌A跌1.5%，亚马逊跌1.2%，苹果跌1%，微软、奈飞跌约0.5%。\n在线游戏企业解决方案公司GAN涨10.3%，公司将全年收入指引提高至 1.25 亿至 1.35 亿美元。\nOverstock.com涨2.84%，此前获投行Needham给予买入评级，称其营收和利润率都有上升潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125378828,"gmtCreate":1624661539564,"gmtModify":1633950049949,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Ple like and comment","listText":"Ple like and comment","text":"Ple like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125378828","repostId":"1179112703","repostType":4,"repost":{"id":"1179112703","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624641115,"share":"https://www.laohu8.com/m/news/1179112703?lang=&edition=full","pubTime":"2021-06-26 01:11","market":"us","language":"zh","title":"“生鲜第一股”每日优鲜破发开盘，盘初跌超18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179112703","media":"老虎资讯综合","summary":"截止2021年3月31日的三个月，每日优鲜净营收为15.302亿元。","content":"<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</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>“生鲜第一股”每日优鲜破发开盘，盘初跌超18%</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“生鲜第一股”每日优鲜破发开盘，盘初跌超18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-26 01:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{"MF":"每日优鲜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179112703","content_text":"6月25日，“生鲜电商第一股”每日优鲜正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。\n\n每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。\n每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。\n\n布局10万亿的社区零售市场，主要模式为（A+B）x N\n每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在联想集团供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。\n6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。\n\n每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。\n招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。\n每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。\n另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。\n社区零售数字化已经来到大爆发的前夜\n在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。\n\n此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。\n徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”\n他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。\n社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。\n正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161422981,"gmtCreate":1623938705943,"gmtModify":1634025597397,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Please comment and like","listText":"Please comment and like","text":"Please comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161422981","repostId":"1117650695","repostType":2,"repost":{"id":"1117650695","pubTimestamp":1623902228,"share":"https://www.laohu8.com/m/news/1117650695?lang=&edition=full","pubTime":"2021-06-17 11:57","market":"us","language":"en","title":"Shopify: Valuation Should Not Be A Concern","url":"https://stock-news.laohu8.com/highlight/detail?id=1117650695","media":"seekingalpha","summary":"Shopify is a leading merchant platform empowering mostly small online retailers.Shopify is set to grow revenues to $5b by 2023.Fulfillment center strategy makes Shopify a long-term threat to Amazon.Shopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.Shopify  is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify i","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shopify is a leading merchant platform empowering mostly small online retailers.</li>\n <li>Shopify is set to grow revenues to $5b by 2023.</li>\n <li>Fulfillment center strategy makes Shopify a long-term threat to Amazon.</li>\n <li>Shopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5f3ab455f8b2c1956c4124771b084d9\" tg-width=\"768\" tg-height=\"400\"><span>ipopba/iStock via Getty Images</span></p>\n<p>Shopify (SHOP) is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify is on its way to becoming a $5b annual revenue company and its fulfillment center strategy provides fertile ground for stock price appreciation. Amazon(NASDAQ:AMZN)should be worried.</p>\n<p><b>Why Shopify is a strong buy</b></p>\n<p>Shopify enables people to start an online business relatively fast and with very little cost. Itse-commerce platform offers a suite of integrated products and apps that includes marketing functionality, payment processing and customer engagement tools. Shopify’s core services are paid for on a subscription basis with the most basic plan starting at $29-month.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e35fa316c0fd7e939400d53fd623fb\" tg-width=\"1280\" tg-height=\"266\"><span>(Source: Shopify)</span></p>\n<p>Thee-commerce market is booming, not just because of the pandemic. The ease of shopping and the wide distribution of mobile devices made online shopping popular even before COVID-19 emerged. Globale-commerce sales are expected to rise in the future with some estimates calling for global online sales of $4.9 trillion in 2021... with sales growing 30% to $6.4 trillion by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9918556cae0d9e7fdb0e58780b922413\" tg-width=\"907\" tg-height=\"460\"><span>(Source:Oberlo)</span></p>\n<p>Online sales are not only expected to grow in absolute terms but also relatively: E-Commerce is taking an ever-growing share of retail sales, a trend that accelerated during the 2020 pandemic year. Thee-commerce share of retail sales in 2020 was 18% and is projected to grow to 21.8% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c7297749c9cb665e56f89bb920507e5\" tg-width=\"905\" tg-height=\"463\"><span>(Source:Oberlo)</span></p>\n<p>Growth ine-commerce and merchandise volumes are not dependent on one particular category either. People buy everything from fashion items to personal care products online. According to Hootsuite’sDigital 2021 Global Overview Report, money spent on travel and accommodation cratered 51% due to the pandemic but all other categories grew sales by at least 18% Y/Y.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd515034ac6d1ea79da171cca44eacb0\" tg-width=\"1232\" tg-height=\"682\"><span>(Source: Digital 2021Global Overview Report)</span></p>\n<p>Shopify also saw a year of revenue acceleration during the pandemic… just like Amazon did. As people lost their jobs because of COVID-19 and remote working became the new standard, Shopify’s merchant platform gained in popularity, too. The pandemic also helped shift a lot of purchasing power online as retail stores and small businesses shut their doors. Shopify benefited from these unfortunate trends by experiencing a surge in revenues as more retailers built online stores and processed transactions through Shopify. Shopify’s revenues surged 86% to $2.9b in FY 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47be367ae30fc395bd0cf9f998f5efc0\" tg-width=\"1106\" tg-height=\"574\"><span>(Source:Shopify)</span></p>\n<p>Shopify’s revenues can be broken down into two parts, subscriptions and merchant solutions. Subscriptions include the payments for monthly plans and merchant solutions include additional costs for doing business through Shopify, such as payment processing fees and costs associated with Shopify Shipping and point-of-sale terminals. Revenues from merchant solutions have become more important for Shopify over time as the platform developed its ecosystem and created new apps and products for its merchants to use.</p>\n<p>2020 was a banner year for Shopify and its merchants. The gross merchandise value, the amount cumulatively sold through Shopify, doubled from $61.1b before the pandemic to $119.6b a year later. While 2020 growth rates will likely decline in 2021 as normal retail businesses open their doors again, merchandise volumes will continue to grow as thee-commerce market expands. I estimate that Shopify’s GMV will reach $210b for FY 2021 and $340b next year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/845466a2e9dd8dcae9d4d3c4542611c9\" tg-width=\"938\" tg-height=\"546\"><span>(Source: Shopify)</span></p>\n<p>Shopify’s FY 2020 gross profits also saw rapid growth. Gross profits surged 78% to $1.6b with more growth expected in FY 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2530faf2d14eb2bb0f90d05694eba0b\" tg-width=\"904\" tg-height=\"544\"><span>(Source: Shopify)</span></p>\n<p><b>Taking on Amazon</b></p>\n<p>Shopify’s merchant platform shows healthy growth in subscriber and merchant revenues and merchant revenues are going to continue to grow in importance as Shopify signs up new partners and develops its apps suite. This is quite predictable.</p>\n<p>Longer term, however, Shopify should emerge as a growing threat to Amazon because of its investments in fulfillment centers. Entering the physical space is the next step in Shopify’s evolution and Amazon should be worried. Amazon is still the largeste-commerce platform, by far, but Shopify’s move into fulfillment centers is set to narrow this existing gap between the two companies. Amazon’s share of US retaile-commerce share is 4.5 times larger than Shopify’s giving Shopify a lot of potential to catch up...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5108b1c5dead03ebaec97df972ed74f7\" tg-width=\"891\" tg-height=\"600\"><span>(Source: Shopify)</span></p>\n<p>Building its own fulfillment centers makes strategic sense for Shopify since it solves problems that a lot of online retailers have. Fulfillment centers, as the same implies, take over the function of fulfillment. This means a merchant that sells on Shopify sends goods to a warehouse and Shopify takes over order processing and shipping in return for a fee. The benefit for the retailer is obvious: Reduced shipping times and optimized inventory management.</p>\n<p>The benefit for Shopify: It can collect more revenues by controlling the fulfillment part of the sales process. While Shopify will build new fulfillment centers in the US as part of a $1b investment plan, it also provides Shopify with the option to use its US fulfillment network as a springboard to enter markets outside the US and drive its international expansion.</p>\n<p>Shopify is cashed up after the pandemic year and has more than enough cash to finance its expansion which in the future will likely include the expansion into international fulfillment markets. Shopify’s balance sheet is healthy enough to support the platform’s growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b284d5316a0604662b9dd5af30215f3f\" tg-width=\"640\" tg-height=\"542\"><span>(Source:Shopify)</span></p>\n<p>If Shopify and Amazon were to go toe-to-toe, Amazon would have a distinct advantage… because it is so much bigger than Shopify and because its website is drawing the most traffic as the number onee-commerce platform in the US. Amazon is about ten times bigger than Shopify regarding market value and Amazon has sales that are more than one hundred times larger than Shopify’s… so the battle between these twoe-commerce companies can be seen as a battle between David and Goliath, with Amazon being the Goliath.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5d0d062b9a02247c1e38dc5b0c23343\" tg-width=\"635\" tg-height=\"500\"><span>Data by YCharts</span></p>\n<p>But Shopify is growing its merchant platform fast and operates from a much smaller revenue base, which is easier to scale. Shopify has more than 1.7m merchants signed on to its platform from 175 countries and continually develops news complementary sources of revenues. In its latestproduct news, Shopify announced that it will make its “one-click checkout” available to all merchants selling on Facebook(NASDAQ:FB)&nbsp;and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)using Shop Pay. The integration is set to lower the “abandoned card” problem many retailers have which is customers not completing the checkout process. Shop Pay could provide a remedy to this problem by making the checkout process easier and more efficient.</p>\n<p><b>Risks</b></p>\n<p>Margins ine-commerce are very thin and growing competition in the industry will make things worse long term. The easy and relatively low-cost entry into thee-commerce market could also turn out to be a problem longer term. Companies that win ine-commerce are companies like Shopify with their own ecosystems that create a moat and protect against competition. Slowing revenue growth and an overblown valuation may be the two biggest risks for Shopify.</p>\n<p><b>You pay for Shopify's growth...</b></p>\n<p>By the end of next year Shopify should be a $5b annual revenue company, but the critical revenue milestone could be reached much sooner if Shopify manages to grow as fast as it did during the pandemic. The expectation is for Shopify to earn $4.35-share on revenues of $4.4b in FY 2021 with revenues scaling to ten-fold to $42b this decade. I believe fulfillment centers alone represent a $1b annual revenue opportunity for Shopify long term. Revenues for FY 2022 should also be closer to $6.5b with the consensus calling for revenues of \"only\" $5.9b.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add63adc4e771f68c7aa36779607334d\" tg-width=\"640\" tg-height=\"286\"><span>(Source: Seeking Alpha)</span></p>\n<p>Amazon still has a big lead on Shopify, but the twoe-commerce companies are set to go toe-to-toe long term. Every new product that Shopify rolls out and every new fulfillment center it builds brings Shopify one step closer to taking Amazon head-on. Although Shopify is more expensive than Amazon on a per-dollar-of-revenue basis, the merchant platform clearly has the stature and ambition to take on Amazon.</p>\n<p>Shopify trades at a P-S ratio of 28, but you pay for growth...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2f713ad31e8c26c8d670a737c252cdb\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p><b>Final thoughts</b></p>\n<p>Shopify has an incredible long-term growth opportunity and Amazon should be worried.</p>\n<p>Shopify has proven to be a real innovator in the industry and constantly develops new products that make online shopping easier for both the online retailer and the merchant.</p>\n<p>Although Shopify has a much higher P-S ratio than Amazon, Shopify has more potential to grow because of its relatively smaller revenue base and market cap.</p>\n<p>The fulfillment center strategy makes a lot of strategic sense and will fortify Shopify's position in the e-commerce market. It can also fuel Shopify's international expansion.</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>Shopify: Valuation Should Not Be A Concern</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\">\nShopify: Valuation Should Not Be A Concern\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 11:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShopify is a leading merchant platform empowering mostly small online retailers.\nShopify is set to grow revenues to $5b by 2023.\nFulfillment center strategy makes Shopify a long-term threat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4435237-shopify-set-to-fly-as-it-takes-on-amazon","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117650695","content_text":"Summary\n\nShopify is a leading merchant platform empowering mostly small online retailers.\nShopify is set to grow revenues to $5b by 2023.\nFulfillment center strategy makes Shopify a long-term threat to Amazon.\nShopify is taking a larger bite out of the e-commerce market and the price is justified given Shopify's potential for rapid revenue growth.\n\nipopba/iStock via Getty Images\nShopify (SHOP) is a strong buy as the merchant platform takes a bigger and bigger bite out of the expanding e-commerce market and revenues are growing rapidly. Shopify is on its way to becoming a $5b annual revenue company and its fulfillment center strategy provides fertile ground for stock price appreciation. Amazon(NASDAQ:AMZN)should be worried.\nWhy Shopify is a strong buy\nShopify enables people to start an online business relatively fast and with very little cost. Itse-commerce platform offers a suite of integrated products and apps that includes marketing functionality, payment processing and customer engagement tools. Shopify’s core services are paid for on a subscription basis with the most basic plan starting at $29-month.\n(Source: Shopify)\nThee-commerce market is booming, not just because of the pandemic. The ease of shopping and the wide distribution of mobile devices made online shopping popular even before COVID-19 emerged. Globale-commerce sales are expected to rise in the future with some estimates calling for global online sales of $4.9 trillion in 2021... with sales growing 30% to $6.4 trillion by 2024.\n(Source:Oberlo)\nOnline sales are not only expected to grow in absolute terms but also relatively: E-Commerce is taking an ever-growing share of retail sales, a trend that accelerated during the 2020 pandemic year. Thee-commerce share of retail sales in 2020 was 18% and is projected to grow to 21.8% by 2024.\n(Source:Oberlo)\nGrowth ine-commerce and merchandise volumes are not dependent on one particular category either. People buy everything from fashion items to personal care products online. According to Hootsuite’sDigital 2021 Global Overview Report, money spent on travel and accommodation cratered 51% due to the pandemic but all other categories grew sales by at least 18% Y/Y.\n(Source: Digital 2021Global Overview Report)\nShopify also saw a year of revenue acceleration during the pandemic… just like Amazon did. As people lost their jobs because of COVID-19 and remote working became the new standard, Shopify’s merchant platform gained in popularity, too. The pandemic also helped shift a lot of purchasing power online as retail stores and small businesses shut their doors. Shopify benefited from these unfortunate trends by experiencing a surge in revenues as more retailers built online stores and processed transactions through Shopify. Shopify’s revenues surged 86% to $2.9b in FY 2020.\n(Source:Shopify)\nShopify’s revenues can be broken down into two parts, subscriptions and merchant solutions. Subscriptions include the payments for monthly plans and merchant solutions include additional costs for doing business through Shopify, such as payment processing fees and costs associated with Shopify Shipping and point-of-sale terminals. Revenues from merchant solutions have become more important for Shopify over time as the platform developed its ecosystem and created new apps and products for its merchants to use.\n2020 was a banner year for Shopify and its merchants. The gross merchandise value, the amount cumulatively sold through Shopify, doubled from $61.1b before the pandemic to $119.6b a year later. While 2020 growth rates will likely decline in 2021 as normal retail businesses open their doors again, merchandise volumes will continue to grow as thee-commerce market expands. I estimate that Shopify’s GMV will reach $210b for FY 2021 and $340b next year.\n(Source: Shopify)\nShopify’s FY 2020 gross profits also saw rapid growth. Gross profits surged 78% to $1.6b with more growth expected in FY 2021.\n(Source: Shopify)\nTaking on Amazon\nShopify’s merchant platform shows healthy growth in subscriber and merchant revenues and merchant revenues are going to continue to grow in importance as Shopify signs up new partners and develops its apps suite. This is quite predictable.\nLonger term, however, Shopify should emerge as a growing threat to Amazon because of its investments in fulfillment centers. Entering the physical space is the next step in Shopify’s evolution and Amazon should be worried. Amazon is still the largeste-commerce platform, by far, but Shopify’s move into fulfillment centers is set to narrow this existing gap between the two companies. Amazon’s share of US retaile-commerce share is 4.5 times larger than Shopify’s giving Shopify a lot of potential to catch up...\n(Source: Shopify)\nBuilding its own fulfillment centers makes strategic sense for Shopify since it solves problems that a lot of online retailers have. Fulfillment centers, as the same implies, take over the function of fulfillment. This means a merchant that sells on Shopify sends goods to a warehouse and Shopify takes over order processing and shipping in return for a fee. The benefit for the retailer is obvious: Reduced shipping times and optimized inventory management.\nThe benefit for Shopify: It can collect more revenues by controlling the fulfillment part of the sales process. While Shopify will build new fulfillment centers in the US as part of a $1b investment plan, it also provides Shopify with the option to use its US fulfillment network as a springboard to enter markets outside the US and drive its international expansion.\nShopify is cashed up after the pandemic year and has more than enough cash to finance its expansion which in the future will likely include the expansion into international fulfillment markets. Shopify’s balance sheet is healthy enough to support the platform’s growth.\n(Source:Shopify)\nIf Shopify and Amazon were to go toe-to-toe, Amazon would have a distinct advantage… because it is so much bigger than Shopify and because its website is drawing the most traffic as the number onee-commerce platform in the US. Amazon is about ten times bigger than Shopify regarding market value and Amazon has sales that are more than one hundred times larger than Shopify’s… so the battle between these twoe-commerce companies can be seen as a battle between David and Goliath, with Amazon being the Goliath.\nData by YCharts\nBut Shopify is growing its merchant platform fast and operates from a much smaller revenue base, which is easier to scale. Shopify has more than 1.7m merchants signed on to its platform from 175 countries and continually develops news complementary sources of revenues. In its latestproduct news, Shopify announced that it will make its “one-click checkout” available to all merchants selling on Facebook(NASDAQ:FB) and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)using Shop Pay. The integration is set to lower the “abandoned card” problem many retailers have which is customers not completing the checkout process. Shop Pay could provide a remedy to this problem by making the checkout process easier and more efficient.\nRisks\nMargins ine-commerce are very thin and growing competition in the industry will make things worse long term. The easy and relatively low-cost entry into thee-commerce market could also turn out to be a problem longer term. Companies that win ine-commerce are companies like Shopify with their own ecosystems that create a moat and protect against competition. Slowing revenue growth and an overblown valuation may be the two biggest risks for Shopify.\nYou pay for Shopify's growth...\nBy the end of next year Shopify should be a $5b annual revenue company, but the critical revenue milestone could be reached much sooner if Shopify manages to grow as fast as it did during the pandemic. The expectation is for Shopify to earn $4.35-share on revenues of $4.4b in FY 2021 with revenues scaling to ten-fold to $42b this decade. I believe fulfillment centers alone represent a $1b annual revenue opportunity for Shopify long term. Revenues for FY 2022 should also be closer to $6.5b with the consensus calling for revenues of \"only\" $5.9b.\n(Source: Seeking Alpha)\nAmazon still has a big lead on Shopify, but the twoe-commerce companies are set to go toe-to-toe long term. Every new product that Shopify rolls out and every new fulfillment center it builds brings Shopify one step closer to taking Amazon head-on. Although Shopify is more expensive than Amazon on a per-dollar-of-revenue basis, the merchant platform clearly has the stature and ambition to take on Amazon.\nShopify trades at a P-S ratio of 28, but you pay for growth...\nData by YCharts\nFinal thoughts\nShopify has an incredible long-term growth opportunity and Amazon should be worried.\nShopify has proven to be a real innovator in the industry and constantly develops new products that make online shopping easier for both the online retailer and the merchant.\nAlthough Shopify has a much higher P-S ratio than Amazon, Shopify has more potential to grow because of its relatively smaller revenue base and market cap.\nThe fulfillment center strategy makes a lot of strategic sense and will fortify Shopify's position in the e-commerce market. It can also fuel Shopify's international expansion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157630054,"gmtCreate":1625579745378,"gmtModify":1633939426741,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"plslike","listText":"plslike","text":"plslike","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157630054","repostId":"2149353355","repostType":4,"repost":{"id":"2149353355","pubTimestamp":1625546456,"share":"https://www.laohu8.com/m/news/2149353355?lang=&edition=full","pubTime":"2021-07-06 12:40","market":"hk","language":"zh","title":"1.3万亿美元“大转移”，这个夏天注定不会平静","url":"https://stock-news.laohu8.com/highlight/detail?id=2149353355","media":"华尔街见闻","summary":"今年夏天美国货币市场将重新“洗牌”，会有大量资金易手，规模达上万亿美元。","content":"<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。</p>\n<p>Zoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师，以准确预测逆回购市场走势而闻名。</p>\n<p>2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。</p>\n<p><b>这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。</b></p>\n<p>在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。</p>\n<p>一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。</p>\n<h2>无处安放的资金</h2>\n<p>据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/c85ed06c515b3021ba7bef75e9e2af90\" tg-width=\"786\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。</p>\n<p>与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。</p>\n<p>华尔街见闻此前提及，<b>逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：</b></p>\n<blockquote>\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n</blockquote>\n<p>此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。</p>\n<p>两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。</p>\n<p><b>随后，美联储逆回购工具的用量进一步暴增。</b></p>\n<h2>一场资金大轮换</h2>\n<p>Pozsar一直在密切关注着逆回购市场的动向。</p>\n<p>他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。</p>\n<p>Pozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：</p>\n<blockquote>\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n</blockquote>\n<p>他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。</p>\n<p><b>Pozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”</b></p>\n<p>在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。</p>\n<p><img src=\"https://static.tigerbbs.com/d2bc61dc127a8e37c4e601737f5b3c38\" tg-width=\"1212\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。</p>\n<p><b>Pozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：</b></p>\n<blockquote>\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n <img src=\"https://static.tigerbbs.com/f3008099054a9c0e46f21c9586e4f7bd\" tg-width=\"710\" tg-height=\"496\" referrerpolicy=\"no-referrer\">\n</blockquote>\n<h2>关不上的水龙头</h2>\n<p>持续泛滥的流动性令不少分析师感到不安。</p>\n<p>据华尔街日报，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：</p>\n<blockquote>\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n</blockquote>\n<p>但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。</p>\n<p>Twenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”</p>\n<p>但Pozsar感到担忧。</p>\n<p>短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。</p>\n<p>但美联储持续的量化宽松还在向市场注入流动性。<b>Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。</b></p>\n<p>Pozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。</p>","source":"wallstreetcn_api","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>1.3万亿美元“大转移”，这个夏天注定不会平静</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\">\n1.3万亿美元“大转移”，这个夏天注定不会平静\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3de9cc40ad0d5fa6a8446c9f7e5823b3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3634679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149353355","content_text":"美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。\n这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。\n在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。\n一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。\n无处安放的资金\n据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。\n\n在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。\n与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。\n华尔街见闻此前提及，逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：\n\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n\n此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。\n两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。\n随后，美联储逆回购工具的用量进一步暴增。\n一场资金大轮换\nPozsar一直在密切关注着逆回购市场的动向。\n他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。\nPozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：\n\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n\n他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。\nPozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”\n在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。\n\n但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。\nPozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：\n\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n \n\n关不上的水龙头\n持续泛滥的流动性令不少分析师感到不安。\n据华尔街日报，摩根大通利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：\n\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n\n但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。\nTwenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”\n但Pozsar感到担忧。\n短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。\n但美联储持续的量化宽松还在向市场注入流动性。Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。\nPozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151084271,"gmtCreate":1625058063193,"gmtModify":1633945376212,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Yes ply like and comment","listText":"Yes ply like and comment","text":"Yes ply like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151084271","repostId":"2147275816","repostType":4,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121409357,"gmtCreate":1624486775179,"gmtModify":1634005561413,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Pls comm3nt and like[开心]&nbsp;[开心]&nbsp;","listText":"Pls comm3nt and like[开心]&nbsp;[开心]&nbsp;","text":"Pls comm3nt and like[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121409357","repostId":"2145086880","repostType":4,"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121962705,"gmtCreate":1624450214107,"gmtModify":1634006007058,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Please and and commet","listText":"Please and and commet","text":"Please and and commet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121962705","repostId":"1135867851","repostType":4,"repost":{"id":"1135867851","pubTimestamp":1624429313,"share":"https://www.laohu8.com/m/news/1135867851?lang=&edition=full","pubTime":"2021-06-23 14:21","market":"us","language":"en","title":"EV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1135867851","media":"Bloomberg","summary":"New York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.Xpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmak","content":"<p>(Updated at&nbsp;04:07am&nbsp;ET)</p>\n<p>New York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.</p>\n<p>Xpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmaker declined to comment.</p>\n<p>A listing by Xpeng would end a brief hiatus in such share sales by U.S.-listed Chinese firms with online travel firmTrip.com Ltd.the last, raising about $1.25 billion in Hong Kong in April. Many U.S.-traded Chinese companies have flocked to the Asian financial hub since it eased rules in 2018 to allow the likes of Alibaba Group Holding Ltd. and gaming giant NetEase Inc. to list.</p>\n<p>A listing in Hong Kong gives stateside-traded Chinese firms a foothold that acts as a hedge against the risk of being kicked off U.S. exchanges, while allowing them to broaden their investor base closer to home. Under a bill passed in the U.S., Chinese public companiescould be kicked offU.S. stock bourses if American regulators aren’t allowed to review their audits.</p>\n<p>Unlike the other homecoming listings, however, Xpeng’s isn’t a secondary listing -- which would have exempted it from some of the Asian hub’s listing rules -- but a dual primary one. That is because Xpeng, which only went public in New York last year, doesn’t have the two-year listing track record required for it to merit a secondary listing in Hong Kong. It’s set to be the biggest dual primary listing in Hong Kong since biotech drugmakerBeiGene Ltd.raised $903 million in the city almost three years ago.</p>\n<p>Xpeng’s U.S. presence has already helped the EV maker raise funds. After raising $1.72 billion in its August IPO in New York it fetched another $2.5 billion from investors by placing stock in December.</p>\n<p>EV Stocks</p>\n<p>That said, Xpeng will be coming to a market less enamored of EV makers. After a blistering rally in 2020, electric car-makers have seen their shares decline this yearamidincreasing competition from legacy automakers, the global semiconductor shortage and an increasing wariness by investors about holding onto riskier assets.</p>\n<p>Xpeng’s stock surged 381% from its IPO price to a high of $72.17 in November, but has since fallen about 44%, giving the Guangzhou-based company a market capitalization of around $32 billion.</p>\n<p>The carmaker also faces intense competition at home. Rival Chinese EV companiesNio Inc.andLi Auto Inc.-- both traded in the U.S. -- are also planning listings in Hong Kong, Bloomberg News hasreported. The trio compete in an increasingly crowded market in China -- the world’s largest for electric-vehicles -- as tech giants, traditional automakers and startups muscle into the sector.</p>\n<p>Xpeng has yet to turn a profit and has pledged to break even by late 2023 or 2024. Its revenues have been increasing, however,risingto 2.95 billion yuan in the first quarter and its deliveriesgrew 483%in May compared to the previous year.</p>\n<p>Xpeng rose more than 5% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/da34ebca8314dba57dfa842a72feb5ee\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing</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\">\nEV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Updated at 04:07am ET)\nNew York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135867851","content_text":"(Updated at 04:07am ET)\nNew York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.\nXpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmaker declined to comment.\nA listing by Xpeng would end a brief hiatus in such share sales by U.S.-listed Chinese firms with online travel firmTrip.com Ltd.the last, raising about $1.25 billion in Hong Kong in April. Many U.S.-traded Chinese companies have flocked to the Asian financial hub since it eased rules in 2018 to allow the likes of Alibaba Group Holding Ltd. and gaming giant NetEase Inc. to list.\nA listing in Hong Kong gives stateside-traded Chinese firms a foothold that acts as a hedge against the risk of being kicked off U.S. exchanges, while allowing them to broaden their investor base closer to home. Under a bill passed in the U.S., Chinese public companiescould be kicked offU.S. stock bourses if American regulators aren’t allowed to review their audits.\nUnlike the other homecoming listings, however, Xpeng’s isn’t a secondary listing -- which would have exempted it from some of the Asian hub’s listing rules -- but a dual primary one. That is because Xpeng, which only went public in New York last year, doesn’t have the two-year listing track record required for it to merit a secondary listing in Hong Kong. It’s set to be the biggest dual primary listing in Hong Kong since biotech drugmakerBeiGene Ltd.raised $903 million in the city almost three years ago.\nXpeng’s U.S. presence has already helped the EV maker raise funds. After raising $1.72 billion in its August IPO in New York it fetched another $2.5 billion from investors by placing stock in December.\nEV Stocks\nThat said, Xpeng will be coming to a market less enamored of EV makers. After a blistering rally in 2020, electric car-makers have seen their shares decline this yearamidincreasing competition from legacy automakers, the global semiconductor shortage and an increasing wariness by investors about holding onto riskier assets.\nXpeng’s stock surged 381% from its IPO price to a high of $72.17 in November, but has since fallen about 44%, giving the Guangzhou-based company a market capitalization of around $32 billion.\nThe carmaker also faces intense competition at home. Rival Chinese EV companiesNio Inc.andLi Auto Inc.-- both traded in the U.S. -- are also planning listings in Hong Kong, Bloomberg News hasreported. The trio compete in an increasingly crowded market in China -- the world’s largest for electric-vehicles -- as tech giants, traditional automakers and startups muscle into the sector.\nXpeng has yet to turn a profit and has pledged to break even by late 2023 or 2024. Its revenues have been increasing, however,risingto 2.95 billion yuan in the first quarter and its deliveriesgrew 483%in May compared to the previous year.\nXpeng rose more than 5% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129018521,"gmtCreate":1624343374263,"gmtModify":1634007485528,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Ok pls like","listText":"Ok pls like","text":"Ok pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129018521","repostId":"2145039364","repostType":4,"repost":{"id":"2145039364","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":1624341906,"share":"https://www.laohu8.com/m/news/2145039364?lang=&edition=full","pubTime":"2021-06-22 14:05","market":"us","language":"en","title":"Buffett-backed Nubank in talks to hire U.S. IPO underwriters -sources","url":"https://stock-news.laohu8.com/highlight/detail?id=2145039364","media":"Reuters","summary":"June 21 (Reuters) - Nubank, the Brazilian digital bank backed by Warren Buffett's Berkshire Hathaway","content":"<p>June 21 (Reuters) - Nubank, the Brazilian digital bank backed by Warren Buffett's Berkshire Hathaway, has invited investment banks to pitch for roles on its upcoming initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States, people familiar with the matter said on Monday.</p>\n<p>Nubank's founder and Chief Executive David Vélez had said as recently as this month that an IPO was likely to happen at some point but was not in the company's plans.</p>\n<p>Its discussions with banks illustrate that the preparations for a stock market debut, which <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said could value Nubank at more than $40 billion, are more advanced than previously known.</p>\n<p>The IPO could happen by the end of this year or early 2022, two of the sources said. It would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest ever stock market debuts of a South American company, putting it on par with other expected high-profile offerings such as of online brokerage Robinhood Markets Inc.</p>\n<p>The sources spoke on condition of anonymity because the IPO preparations are confidential. A spokesperson for Nubank, whose legal name is Nu Pagamentos SA, declined to comment. -sources</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>Buffett-backed Nubank in talks to hire U.S. IPO underwriters -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\">\nBuffett-backed Nubank in talks to hire U.S. IPO underwriters -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\">2021-06-22 14:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 21 (Reuters) - Nubank, the Brazilian digital bank backed by Warren Buffett's Berkshire Hathaway, has invited investment banks to pitch for roles on its upcoming initial public offering <a href=\"https://laohu8.com/S/IPO.UK\">$(IPO.UK)$</a> in the United States, people familiar with the matter said on Monday.</p>\n<p>Nubank's founder and Chief Executive David Vélez had said as recently as this month that an IPO was likely to happen at some point but was not in the company's plans.</p>\n<p>Its discussions with banks illustrate that the preparations for a stock market debut, which <a href=\"https://laohu8.com/S/AONE\">one</a> of the sources said could value Nubank at more than $40 billion, are more advanced than previously known.</p>\n<p>The IPO could happen by the end of this year or early 2022, two of the sources said. It would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest ever stock market debuts of a South American company, putting it on par with other expected high-profile offerings such as of online brokerage Robinhood Markets Inc.</p>\n<p>The sources spoke on condition of anonymity because the IPO preparations are confidential. A spokesperson for Nubank, whose legal name is Nu Pagamentos SA, declined to comment. -sources</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145039364","content_text":"June 21 (Reuters) - Nubank, the Brazilian digital bank backed by Warren Buffett's Berkshire Hathaway, has invited investment banks to pitch for roles on its upcoming initial public offering $(IPO.UK)$ in the United States, people familiar with the matter said on Monday.\nNubank's founder and Chief Executive David Vélez had said as recently as this month that an IPO was likely to happen at some point but was not in the company's plans.\nIts discussions with banks illustrate that the preparations for a stock market debut, which one of the sources said could value Nubank at more than $40 billion, are more advanced than previously known.\nThe IPO could happen by the end of this year or early 2022, two of the sources said. It would be one of the biggest ever stock market debuts of a South American company, putting it on par with other expected high-profile offerings such as of online brokerage Robinhood Markets Inc.\nThe sources spoke on condition of anonymity because the IPO preparations are confidential. A spokesperson for Nubank, whose legal name is Nu Pagamentos SA, declined to comment. -sources","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164127181,"gmtCreate":1624183418143,"gmtModify":1634009703747,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Please comment and like","listText":"Please comment and like","text":"Please comment and like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164127181","repostId":"1199331995","repostType":4,"repost":{"id":"1199331995","pubTimestamp":1624065374,"share":"https://www.laohu8.com/m/news/1199331995?lang=&edition=full","pubTime":"2021-06-19 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1199331995","media":"Renaissance","summary":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.Chinese freight platform Full Truck Alliance plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value , facilitating 22+ million fulfilled orders with GTV of nearly $8 billio","content":"<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.</p>\n<p>Chinese freight platform&nbsp;<b>Full Truck Alliance</b>(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.</p>\n<p>Healthcare manager&nbsp;<b>Bright Health Group</b>(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.</p>\n<p>Data infrastructure provider&nbsp;<b>Confluent</b>(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.</p>\n<p>Car wash brand&nbsp;<b>Mister Car Wash</b>(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.</p>\n<p>Digital physicians network&nbsp;<b>Doximity</b>(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.</p>\n<p>Customer experience software provider&nbsp;<b>Sprinklr</b>(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.</p>\n<p>HR platform provider&nbsp;<b>First Advantage</b>(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.</p>\n<p>Chinese social networking platform&nbsp;<b>Soulgate</b>(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.</p>\n<p>Digital financial services provider&nbsp;<b>AMTD Digital</b>(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.</p>\n<p>Organ bioengineering company&nbsp;<b>Miromatrix Medical</b>(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.</p>\n<p>Kidney disease biotech&nbsp;<b>Unicycive Therapeutics</b>(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.</p>\n<p>Antibiotic biotech&nbsp;<b>Acurx Pharmaceuticals</b>(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.</p>\n<table>\n <tbody>\n  <tr>\n   <th>U.S. IPO Calendar</th>\n  </tr>\n  <tr>\n   <th>Issuer Business</th>\n   <th>Deal Size Market Cap</th>\n   <th>Price Range Shares Filed</th>\n   <th>Top Bookrunners</th>\n  </tr>\n  <tr>\n   <td><p>Full Truck Alliance (YMM)</p><p>Guiyang, China</p></td>\n   <td>$1,485M$19,723M</td>\n   <td>$17 - $1982,500,000</td>\n   <td>Morgan StanleyCICC</td>\n  </tr>\n  <tr>\n   <td>Digital freight platform that connects shippers and truckers in China.</td>\n  </tr>\n  <tr>\n   <td><p>First Advantage (FA)</p><p>Atlanta, GA</p></td>\n   <td>$298M$2,097M</td>\n   <td>$13 - $1521,250,000</td>\n   <td>BarclaysBofA</td>\n  </tr>\n  <tr>\n   <td>Provides background checks and other services to corporate customers.</td>\n  </tr>\n  <tr>\n   <td><p>Sprinklr (CXM)</p><p>New York, NY</p></td>\n   <td>$361M$5,541M</td>\n   <td>$18 - $2019,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides customer experience management software for enterprises.</td>\n  </tr>\n  <tr>\n   <td><p>Bright Health Group (BHG)</p><p>Minneapolis, MN</p></td>\n   <td>$1,290M$15,385M</td>\n   <td>$20 - $2360,000,000</td>\n   <td>JP MorganGoldman</td>\n  </tr>\n  <tr>\n   <td>Provides health insurance and other healthcare services.</td>\n  </tr>\n  <tr>\n   <td><p>Confluent (CFLT)</p><p>Mountain View, CA</p></td>\n   <td>$713M$10,033M</td>\n   <td>$29 - $3323,000,000</td>\n   <td>Morgan StanleyJP Morgan</td>\n  </tr>\n  <tr>\n   <td>Provides an enterprise platform that collects and processes real-time data streams.</td>\n  </tr>\n  <tr>\n   <td><p>Doximity (DOCS)</p><p>San Francisco, CA</p></td>\n   <td>$501M$4,549M</td>\n   <td>$20 - $2323,300,000</td>\n   <td>Morgan StanleyGoldman</td>\n  </tr>\n  <tr>\n   <td>Professional network for physicians with telehealth and scheduling tools.</td>\n  </tr>\n  <tr>\n   <td><p>Soulgate (SSR)</p><p>Shanghai, China</p></td>\n   <td>$185M$1,824M</td>\n   <td>$13 - $1513,200,000</td>\n   <td>Morgan StanleyJefferies</td>\n  </tr>\n  <tr>\n   <td>Provides the gamified social networking app Soul in China.</td>\n  </tr>\n  <tr>\n   <td><p>Acurx Pharmaceuticals (ACXP)</p><p>Staten Island, NY</p></td>\n   <td>$15M$62M</td>\n   <td>$5 - $72,500,000</td>\n   <td>Alexander CapitalNetwork 1</td>\n  </tr>\n  <tr>\n   <td>Phase 2 biotech developing antibiotics for antibiotic-resistant pathogens.</td>\n  </tr>\n  <tr>\n   <td><p>Mister Car Wash (MCW)</p><p>Tucson, AZ</p></td>\n   <td>$600M$5,256M</td>\n   <td>$15 - $1737,500,000</td>\n   <td>BofAMorgan Stanley</td>\n  </tr>\n  <tr>\n   <td>Leading national car wash brand with 344 locations across the US.</td>\n  </tr>\n  <tr>\n   <td><p>AMTD Digital (HKD)</p><p>Hong Kong, China</p></td>\n   <td>$120M$1,388M</td>\n   <td>$6.80 - $8.2016,000,000</td>\n   <td>AMTD GlobalLoop Capital</td>\n  </tr>\n  <tr>\n   <td>Digital financial services provider being spun out of AMTD.</td>\n  </tr>\n  <tr>\n   <td><p>Miromatrix Medical (MIRO)</p><p>Eden Prairie, MN</p></td>\n   <td>$32M$162M</td>\n   <td>$7 - $94,000,000</td>\n   <td>Craig-Hallum</td>\n  </tr>\n  <tr>\n   <td>Developing novel bioengineering technology for organ transplants.</td>\n  </tr>\n  <tr>\n   <td><p>Unicycive Therapeutics (UNCY)</p><p>Los Altos, CA</p></td>\n   <td>$25M$116M</td>\n   <td>$8.50 - $10.502,635,000</td>\n   <td>Roth Cap.</td>\n  </tr>\n  <tr>\n   <td>Early-stage biotech developing in-licensed therapies for kidney disease.</td>\n  </tr>\n </tbody>\n</table>\n<p>Street research is expected for seven companies, and lock-up periods will be expiring for up to two companies.</p>","source":"seekingalpha","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>U.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO 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; 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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\">\nU.S. IPO Week Ahead: Billion-Dollar Deals Come To Market In A 12 IPO Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week><strong>Renaissance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCS":"Doximity, Inc.","YMM":"满帮","CFLT":"Confluent, Inc.","MCW":"Mister Car Wash, Inc.","CXM":"Sprinklr, Inc.","FA":"First Advantage Corp."},"source_url":"https://seekingalpha.com/article/4435613-us-ipo-week-ahead-billion-dollar-deals-come-to-market-in-a-12-ipo-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199331995","content_text":"12 IPOs are scheduled to raise $5.6 billion in the week ahead led by two billion-dollar deals.\nChinese freight platform Full Truck Alliance(YMM) plans to raise $1.5 billion at a $19.7 billion market cap. The company’s platform connects shippers with truckers to facilitate shipments across distance ranges, cargo weights, and types. Full Truck states that it is the world's largest digital freight platform by gross transaction value (GTV), facilitating 22+ million fulfilled orders with GTV of nearly $8 billion in the 1Q21.\nHealthcare manager Bright Health Group(BHG) plans to raise $1.3 billion at a $15.4 billion market cap. Bright Health seeks to employ a more consumer-centric approach to healthcare to improve consumer experiences. Through a multi-pronged organic and inorganic growth strategy, the company’s core business has grown to serve roughly 623,000 patients in 14 states since its founding.\nData infrastructure provider Confluent(CFLT) plans to raise $713 million at a $10.0 billion market cap. Confluent data infrastructure offering is designed to connect all the applications, systems, and data layers of a company around a real-time central nervous system. The company had more than 2,500 customers as of March 2021, with a dollar-based net retention rate of 117%.\nCar wash brand Mister Car Wash(MCW) plans to raise $600 million at a $5.3 billion market cap. Profitable with solid cash flow, Mister Car Wash is the largest national car wash brand in the US, with 344 locations in 21 states. The company offers a monthly subscription program called Unlimited Wash Club which had 1.4 million members as of 3/31/21, representing nearly two-thirds of total wash sales.\nDigital physicians network Doximity(DOCS) plans to raise $501 million at a $4.5 billion market cap. Doximity claims that it is the leading digital platform for US medical professionals, allowing collaboration with colleagues and secure coordination of patient care, among other features. Fast growing and profitable, the company had over 1.8 million members as of 3/31/21, representing more than 80% of physicians across the country.\nCustomer experience software provider Sprinklr(CXM) plans to raise $361 million at a $5.5 billion market cap. Sprinklr provides a software platform that helps enterprises create a persistent, unified view of each customer at scale. The company has attracted more than 1,000 customers, including over 50% of the Fortune 100. Sprinklr has improved its gross margins, though cash flow swung negative in 1Q FY22.\nHR platform provider First Advantage(FA) plans to raise $298 million at a $2.1 billion market cap. First Advantage provides technology solutions for screening, verifications, safety, and compliance related to human capital. Profitable with positive cash flow, the company derives most of its revenues from pre-onboarding screening, performing over 75 million screens on behalf of more than 30,000 customers in 2020.\nChinese social networking platform Soulgate(SSR) plans to raise $185 million at a $1.8 billion market cap. The company’s app Soul is a virtual social network created to address the drawbacks of current social media platforms. In March 2021, the company averaged 9.1 million DAUs, a 94% increase over the prior year period.\nDigital financial services provider AMTD Digital(HKD) plans to raise $120 million at a $1.4 billion market cap. AMTD Digital states that it is the \"fusion reactor\" at the core of the AMTD SpiderNet ecosystem, operating a comprehensive digital solutions platform in Asia. Profitable with explosive growth, the company primarily generates revenue from fees and commissions in two lines of business.\nOrgan bioengineering company Miromatrix Medical(MIRO) plans to raise $32 million at a $162 million market cap. Miromatrix is developing a novel technology for bioengineering fully transplantable human organs, initially focused on livers and kidneys. The company has demonstrated functional vasculature and important organ function in preclinical studies, and hopes to initiate a Phase 1 trial in late 2022 with its External Liver Assist Product.\nKidney disease biotech Unicycive Therapeutics(UNCY) plans to raise $25 million at a $116 million market cap. The company’s candidates include Renazorb, which was in-licensed from Spectrum Pharmaceuticals, and UNI 494, which was in-licensed from Sphaera Pharmaceuticals. Unicycive began conducting preclinical trials on UNI 494 in 2020.\nAntibiotic biotech Acurx Pharmaceuticals(ACXP) plans to raise $15 million at a $62 million market cap. The company is developing a new class of antibiotics for infections caused by bacteria listed as priority pathogens by the WHO, CDC, and USDA. Its lead candidate recently completed a Phase 2a trial in patients with C. difficile infections, and is expected to begin a Phase 2b trial this year.\n\n\n\nU.S. IPO Calendar\n\n\nIssuer Business\nDeal Size Market Cap\nPrice Range Shares Filed\nTop Bookrunners\n\n\nFull Truck Alliance (YMM)Guiyang, China\n$1,485M$19,723M\n$17 - $1982,500,000\nMorgan StanleyCICC\n\n\nDigital freight platform that connects shippers and truckers in China.\n\n\nFirst Advantage (FA)Atlanta, GA\n$298M$2,097M\n$13 - $1521,250,000\nBarclaysBofA\n\n\nProvides background checks and other services to corporate customers.\n\n\nSprinklr (CXM)New York, NY\n$361M$5,541M\n$18 - $2019,000,000\nMorgan StanleyJP Morgan\n\n\nProvides customer experience management software for enterprises.\n\n\nBright Health Group (BHG)Minneapolis, MN\n$1,290M$15,385M\n$20 - $2360,000,000\nJP MorganGoldman\n\n\nProvides health insurance and other healthcare services.\n\n\nConfluent (CFLT)Mountain View, CA\n$713M$10,033M\n$29 - $3323,000,000\nMorgan StanleyJP Morgan\n\n\nProvides an enterprise platform that collects and processes real-time data streams.\n\n\nDoximity (DOCS)San Francisco, CA\n$501M$4,549M\n$20 - $2323,300,000\nMorgan StanleyGoldman\n\n\nProfessional network for physicians with telehealth and scheduling tools.\n\n\nSoulgate (SSR)Shanghai, China\n$185M$1,824M\n$13 - $1513,200,000\nMorgan StanleyJefferies\n\n\nProvides the gamified social networking app Soul in China.\n\n\nAcurx Pharmaceuticals (ACXP)Staten Island, NY\n$15M$62M\n$5 - $72,500,000\nAlexander CapitalNetwork 1\n\n\nPhase 2 biotech developing antibiotics for antibiotic-resistant pathogens.\n\n\nMister Car Wash (MCW)Tucson, AZ\n$600M$5,256M\n$15 - $1737,500,000\nBofAMorgan Stanley\n\n\nLeading national car wash brand with 344 locations across the US.\n\n\nAMTD Digital (HKD)Hong Kong, China\n$120M$1,388M\n$6.80 - $8.2016,000,000\nAMTD GlobalLoop Capital\n\n\nDigital financial services provider being spun out of AMTD.\n\n\nMiromatrix Medical (MIRO)Eden Prairie, MN\n$32M$162M\n$7 - $94,000,000\nCraig-Hallum\n\n\nDeveloping novel bioengineering technology for organ transplants.\n\n\nUnicycive Therapeutics (UNCY)Los Altos, CA\n$25M$116M\n$8.50 - $10.502,635,000\nRoth Cap.\n\n\nEarly-stage biotech developing in-licensed therapies for kidney disease.\n\n\n\nStreet research is expected for seven companies, and lock-up periods will be expiring for up to two companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141758662,"gmtCreate":1625893928556,"gmtModify":1633936273446,"author":{"id":"3570854159723648","authorId":"3570854159723648","name":"Tommyng97","avatar":"https://static.tigerbbs.com/f8523d83548047d8adb3b9a04bd0c916","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570854159723648","idStr":"3570854159723648"},"themes":[],"htmlText":"Pls&nbsp; likr and comment","listText":"Pls&nbsp; likr and comment","text":"Pls likr and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141758662","repostId":"2150322325","repostType":4,"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}