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2021-03-20

[得意]

2021-03-19

yikes

Dealers Have Shed Over $80 Billion in Treasuries in Two Weeks

2021-03-19

great

3 Things Investors in AMC Stock Should Consider Today

2021-03-19

[惊讶]

Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS

2021-03-19

tiger brokers!!!!

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Holdings have dropped to their lowest since October 2018, with declines across much of the curve and only seven to eleven year maturities seeing an increase.</p>\n<p><img src=\"https://static.tigerbbs.com/0bda0299a3a62b139b4528f192120741\" tg-width=\"930\" tg-height=\"523\"></p>\n<p>A Fed tweak to a rule in April exempted Treasuries and reserve balances at the central bank from lenders’ supplementary leverage ratios, one of a number of coronavirus relief measures. That allowed banks to expand their balance sheets with purchases of U.S. government bonds and increased the attractiveness of Treasuries, in particular over swaps.</p>\n<p>With the exemption due to expire March 31, some strategists argued that would result in large&nbsp;rotations&nbsp;out of Treasuries, while others&nbsp;said&nbsp;it would have only a minor impact on the bond market. Zoltan Pozsar of Credit Suisse Group AG&nbsp;has said&nbsp;that the market shouldn’t fear mayhem if the exemption expires simply because the benefits from it were never really that dramatic in the first place.</p>\n<p>At the press conference after the Federal Open Market Committee meeting Wednesday, Powell said “we’ll have something to announce on that in coming days,” when asked about the expiry.</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>Dealers Have Shed Over $80 Billion in Treasuries in Two Weeks</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\">\nDealers Have Shed Over $80 Billion in Treasuries in Two Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries market will expire or not next week -- they are exiting it en masse.\nTreasury holdings at primary ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111392465","content_text":"Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries market will expire or not next week -- they are exiting it en masse.\nTreasury holdings at primary dealers fell another $16.1 billion in the week to March 10, extending a record $64.7 billion decline the previous week, according to Federal Reserve data released Thursday. Holdings have dropped to their lowest since October 2018, with declines across much of the curve and only seven to eleven year maturities seeing an increase.\n\nA Fed tweak to a rule in April exempted Treasuries and reserve balances at the central bank from lenders’ supplementary leverage ratios, one of a number of coronavirus relief measures. That allowed banks to expand their balance sheets with purchases of U.S. government bonds and increased the attractiveness of Treasuries, in particular over swaps.\nWith the exemption due to expire March 31, some strategists argued that would result in large rotations out of Treasuries, while others said it would have only a minor impact on the bond market. Zoltan Pozsar of Credit Suisse Group AG has said that the market shouldn’t fear mayhem if the exemption expires simply because the benefits from it were never really that dramatic in the first place.\nAt the press conference after the Federal Open Market Committee meeting Wednesday, Powell said “we’ll have something to announce on that in coming days,” when asked about the expiry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350068921,"gmtCreate":1616139703363,"gmtModify":1634527041641,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350068921","repostId":"1158672278","repostType":4,"repost":{"id":"1158672278","kind":"news","pubTimestamp":1616134002,"share":"https://www.laohu8.com/m/news/1158672278?lang=&edition=full","pubTime":"2021-03-19 14:06","market":"us","language":"en","title":"3 Things Investors in AMC Stock Should Consider Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1158672278","media":"InvestorPlace","summary":"Here are three things investors in AMC stock should be aware of\nOne of the original “meme” stocks,AM","content":"<p>Here are three things investors in AMC stock should be aware of</p>\n<p>One of the original “meme” stocks,<b>AMC Entertainment</b>&nbsp;(NYSE:<b><u>AMC</u></b>) has taken investors on a wild ride this year. Indeed, the parabolic spike in&nbsp;AMC stock through the end of January has been met with multiple sell-offs since. That said, shares of AMC are once again surging, as retail investors seem to be digging their heels in on this one.</p>\n<p>Here are three things I think every investor needs to consider right now with AMC stock.</p>\n<p><b>More Dilution Likely Coming for AMC Stock</b></p>\n<p>A skyrocketing share price is great for everyone (except maybe short-sellers, which is the goal of retail investors, in this case).</p>\n<p>Investors win. Lenders win. And, most importantly, the company wins.</p>\n<p>This 2021 stock price surge has&nbsp;all but saved AMC&nbsp;from what seemed like sure demise. The company has been able to&nbsp;issue shares&nbsp;and raise capital to refinance debt, shore up its balance sheet, and handle the cash burn that is likely to continue for some time.</p>\n<p>However, issuing shares comes at a cost to investors. Dilution is one of those dangerous invisible foes that takes money out of your pocket when you’re not looking. It’s like broader inflation in that regard. Indeed, dilution could be defined as equity inflation. The more shares that are created by a company, the less one’s existing stake is worth. That is, unless you’re accumulating shares at the rate the company is creating them.</p>\n<p>Given the recent surge in AMC’s stock price, I expect additional equity issuances on the horizon. As mentioned, the company’s got a ton of debt, and needs to address it somehow. Unless retail buying in this stock continues at this frantic pace in perpetuity, there’s likely to be a slowdown in this stock’s performance at some point.</p>\n<p><b>Valuation Out of Line with Historical Levels</b></p>\n<p>AMC’s valuation right now is a head-scratcher to me.&nbsp;On a historical basis, AMC is near its all-time highs with respect to its market capitalization.</p>\n<p>One might ask: how is that the case? After all, the company’s share price is way down from where it was a few years back.</p>\n<p>The reason: dilution. The company’s share count has more than quadrupled over its count last summer.</p>\n<p>At the time of writing, AMC’s market cap sits at $7.2 billion. As I pointed out&nbsp;previously, “To put that in perspective, investors valued AMC stock in the $4 billion range during previous highs in 2015 and 2017.”</p>\n<p>Right now, AMC is up over 450% in the last year. Remember, when theaters were full and we were crammed like sardines in a dark theatre together? Considering the likelihood of social-distancing and mask-wearing measures likely to be imposed for quite some time, this valuation doesn’t jive with reality.</p>\n<p><b>Don’t Forget About Deferred Costs</b></p>\n<p>The pandemic was so 2020.</p>\n<p>We’re all looking toward the end of the pandemic, focusing on vaccines and economic reopening stories rather than those of yesteryear. However, investors may recall that way back last year,rent deferrals&nbsp;were a thing. Companies like AMC now carry massive deferred rent obligations that will come due at some point.</p>\n<p>According to the company’s most recent&nbsp;earnings call: “At the end of the fourth quarter, we had deferred rent of approximately $450 million with repayment terms being, on average, 27 months.”</p>\n<p>Now, $450 million might not sound like a big number. However, when we look at&nbsp;net income&nbsp;for AMC during the 2016-2019 period, earnings were only positive two years, with net losses for the other two years that greatly dwarfed income. And those were the good ol’ days, before the company racked up a massive amount of debt (with an annual interest expense approaching $100 million per year as well I didn’t mention).</p>\n<p>Investors are now pricing in much more than a “return to normal.” At this valuation, investors are implying theaters will be overcapacity, patrons will pay higher ticket prices, and the company’s debt will cease to be a problem.</p>\n<p>I just don’t see it.</p>","source":"lsy1606302653667","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>3 Things Investors in AMC Stock Should Consider Today</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\">\n3 Things Investors in AMC Stock Should Consider Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 14:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/03/3-things-investors-in-amc-stock-should-consider-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are three things investors in AMC stock should be aware of\nOne of the original “meme” stocks,AMC Entertainment (NYSE:AMC) has taken investors on a wild ride this year. Indeed, the parabolic spike...</p>\n\n<a href=\"https://investorplace.com/2021/03/3-things-investors-in-amc-stock-should-consider-today/\">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://investorplace.com/2021/03/3-things-investors-in-amc-stock-should-consider-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158672278","content_text":"Here are three things investors in AMC stock should be aware of\nOne of the original “meme” stocks,AMC Entertainment (NYSE:AMC) has taken investors on a wild ride this year. Indeed, the parabolic spike in AMC stock through the end of January has been met with multiple sell-offs since. That said, shares of AMC are once again surging, as retail investors seem to be digging their heels in on this one.\nHere are three things I think every investor needs to consider right now with AMC stock.\nMore Dilution Likely Coming for AMC Stock\nA skyrocketing share price is great for everyone (except maybe short-sellers, which is the goal of retail investors, in this case).\nInvestors win. Lenders win. And, most importantly, the company wins.\nThis 2021 stock price surge has all but saved AMC from what seemed like sure demise. The company has been able to issue shares and raise capital to refinance debt, shore up its balance sheet, and handle the cash burn that is likely to continue for some time.\nHowever, issuing shares comes at a cost to investors. Dilution is one of those dangerous invisible foes that takes money out of your pocket when you’re not looking. It’s like broader inflation in that regard. Indeed, dilution could be defined as equity inflation. The more shares that are created by a company, the less one’s existing stake is worth. That is, unless you’re accumulating shares at the rate the company is creating them.\nGiven the recent surge in AMC’s stock price, I expect additional equity issuances on the horizon. As mentioned, the company’s got a ton of debt, and needs to address it somehow. Unless retail buying in this stock continues at this frantic pace in perpetuity, there’s likely to be a slowdown in this stock’s performance at some point.\nValuation Out of Line with Historical Levels\nAMC’s valuation right now is a head-scratcher to me. On a historical basis, AMC is near its all-time highs with respect to its market capitalization.\nOne might ask: how is that the case? After all, the company’s share price is way down from where it was a few years back.\nThe reason: dilution. The company’s share count has more than quadrupled over its count last summer.\nAt the time of writing, AMC’s market cap sits at $7.2 billion. As I pointed out previously, “To put that in perspective, investors valued AMC stock in the $4 billion range during previous highs in 2015 and 2017.”\nRight now, AMC is up over 450% in the last year. Remember, when theaters were full and we were crammed like sardines in a dark theatre together? Considering the likelihood of social-distancing and mask-wearing measures likely to be imposed for quite some time, this valuation doesn’t jive with reality.\nDon’t Forget About Deferred Costs\nThe pandemic was so 2020.\nWe’re all looking toward the end of the pandemic, focusing on vaccines and economic reopening stories rather than those of yesteryear. However, investors may recall that way back last year,rent deferrals were a thing. Companies like AMC now carry massive deferred rent obligations that will come due at some point.\nAccording to the company’s most recent earnings call: “At the end of the fourth quarter, we had deferred rent of approximately $450 million with repayment terms being, on average, 27 months.”\nNow, $450 million might not sound like a big number. However, when we look at net income for AMC during the 2016-2019 period, earnings were only positive two years, with net losses for the other two years that greatly dwarfed income. And those were the good ol’ days, before the company racked up a massive amount of debt (with an annual interest expense approaching $100 million per year as well I didn’t mention).\nInvestors are now pricing in much more than a “return to normal.” At this valuation, investors are implying theaters will be overcapacity, patrons will pay higher ticket prices, and the company’s debt will cease to be a problem.\nI just don’t see it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350061706,"gmtCreate":1616139659905,"gmtModify":1634527041759,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350061706","repostId":"2120193789","repostType":4,"repost":{"id":"2120193789","kind":"highlight","pubTimestamp":1616137415,"share":"https://www.laohu8.com/m/news/2120193789?lang=&edition=full","pubTime":"2021-03-19 15:03","market":"hk","language":"en","title":"Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS","url":"https://stock-news.laohu8.com/highlight/detail?id=2120193789","media":"MarketWatch","summary":"UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tail","content":"<p>UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race</p>\n<p>Massive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole position in a race for dominance in zero-emissions trucks.</p>\n<p>Electric vehicles have sped into the attention of investors in the last year, as stocks like Tesla,Nikola,NIO,XPeng,Li Auto,and BYD&nbsp;roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.</p>\n<p>But vehicle emissions concern more than just cars. There are bigger things that move.</p>\n<p>Amid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.</p>\n<p>The Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.</p>\n<p>In a report published on Wednesday with the contribution of 21 analysts, UBS said it expects&nbsp;most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.</p>\n<p>The main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.</p>\n<p>UBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.</p>\n<p>If Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.</p>\n<p>In fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.</p>\n<p>Conventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.</p>\n<p>In medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.</p>\n<p>As for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion&nbsp;to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota&nbsp;and Hyundai&nbsp;are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.</p>\n<p>In UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.</p>\n<p>In this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services&nbsp;and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).</p>\n<p><b>More of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:</b></p>\n<p><img src=\"https://static.tigerbbs.com/d4ec75240663b66b51d0eb6fe1507573\" tg-width=\"1260\" tg-height=\"701\"></p>","source":"market_watch","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>Watch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWatch Tesla, Nikola and these other stocks as change comes for a trucking market worth $1.5 trillion, says UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/watch-tesla-nikola-and-these-other-stocks-as-change-comes-for-a-trucking-market-worth-1-5-trillion-says-ubs-11616099185?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race\nMassive disruption is hurtling down the highway toward a $...</p>\n\n<a href=\"https://www.marketwatch.com/story/watch-tesla-nikola-and-these-other-stocks-as-change-comes-for-a-trucking-market-worth-1-5-trillion-says-ubs-11616099185?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","PWR":"广达公司","CMI":"康明斯","NKLA":"Nikola Corporation","002594":"比亚迪","NAV":"纳威司达","01211":"比亚迪股份","HYLN":"Hyliion Holdings Corp.","USB":"美国合众银行","NIO":"蔚来","LI":"理想汽车","TM":"丰田汽车","TSLA":"特斯拉","DMLRY":"Mercedes Benz Group AG","ALB":"美国雅保","HYMLY":"Hyundai Motor Co., Ltd.","XPEV":"小鹏汽车"},"source_url":"https://www.marketwatch.com/story/watch-tesla-nikola-and-these-other-stocks-as-change-comes-for-a-trucking-market-worth-1-5-trillion-says-ubs-11616099185?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2120193789","content_text":"UBS likes infrastructure, battery, and fueling companies, which it believes will enjoy the most tailwind in the zero-emission trucking race\nMassive disruption is hurtling down the highway toward a $1.5 trillion global trucking market, as legacy manufacturers and new entrants alike grapple for pole position in a race for dominance in zero-emissions trucks.\nElectric vehicles have sped into the attention of investors in the last year, as stocks like Tesla,Nikola,NIO,XPeng,Li Auto,and BYD roared higher. And that is for good reason: electric vehicles will have penetrated 100% of the global car market by 2040, according to UBS.By just 2025, the Swiss bank expects two players — Tesla and Volkswagen— to have already emerged as the world’s top EV sellers, delivering around 1.2 million cars each as soon as next year.\nBut vehicle emissions concern more than just cars. There are bigger things that move.\nAmid changing regulations and technological innovation, both battery-electric and hydrogen-fuel-cell alternatives to internal combustion engines are emerging to disrupt the global trucking market, estimated by UBS to be worth $1.5 trillion.\nThe Swiss bank expects zero-emissions vehicles, or ZEVs, to eventually displace trucks powered by internal combustion engines, with the pace of change accelerating rapidly compared with three years ago as new entrants join the fray.\nIn a report published on Wednesday with the contribution of 21 analysts, UBS said it expects most of the trucking market to be shared among battery-electric vehicles and fuel-cell electric vehicles, which are powered by hydrogen. Renewable natural gas could also play a smaller role in the market, the analysts said.\nThe main driving force is global emissions regulations, but the economics of both battery and fuel-cell ZEVs are also highly-competitive. UBS projects that heavy-duty trucks powered by batteries or fuel cells will be more cost effective than diesel by 2030, including the cost of infrastructure. However, input supply remains a challenge, with global shortages in battery cells expected by 2025, according to UBS, and the green hydrogen industry still young.\nUBS predicts that 30% of heavy-duty truck sales in North America, Europe, and China will come from ZEVs by 2030, with ZEV trucks making up 40% to 60% of medium-duty sales across these regions.\nIf Tesla’s targets are taken at face value, then its heavy-duty, battery-electric Semi truck will be a “superior alternative” to internal combustion engines by 2025, UBS said.\nIn fact, to the extent that Tesla can hold on to a lead in battery innovation, analysts at the Swiss bank believe the American company “may have a built-in advantage” over legacy heavy-duty truck manufacturers relying on third parties to supply batteries.\nConventional truck and engine manufacturers are expected to fight hard to retain control, including through new offerings and partnerships, but UBS expects them “to lose at least some share” of the market. Incumbent manufacturers face the “biggest headwind” in this changing space, the bank said.\nIn medium-duty trucks, new entrants like Rivian, Lion, and Chanje are establishing a presence and will be key challengers. These companies are currently privately held, but could go public through an initial public offering or merger with a blank-check, special-purpose acquisition corporation.\nAs for heavy-duty trucks and engines, expect Tesla, Nikola, and Hyliion to dominate if they are able to execute on their respective visions, UBS said, though incumbents like Toyota and Hyundai are also expanding globally. The analysts noted that both battery-electric and fuel-cell offerings from new entrants are still in development and could fall short of targets for both weight and range.\nIn UBS’ model, all of the following conventional truck and engine manufacturers are expected to lose market share by 2030: Cummins,Daimler,Volvo— which owns Mack Trucks — and Traton,which is majority-owned by Volkswagen and is expected to complete its acquisition of NavistarNAV,in mid-2021.\nIn this battle among truck makers, UBS expects infrastructure, battery, and fueling companies to rise above the fray and enjoy the most tailwind. These groups of stocks make up their favorite picks. The Swiss bank is watching power infrastructure company Quanta Services and chemicals and battery groups like Albemarle,LG Chem,and Contemporary Amperex Technology Co. Limited (CATL).\nMore of UBS’ most- and least-preferred stock picks from the report are outlined in the chart below:","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350063684,"gmtCreate":1616139451948,"gmtModify":1634527042455,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"tiger brokers!!!!","listText":"tiger brokers!!!!","text":"tiger brokers!!!!","images":[{"img":"https://static.tigerbbs.com/38dc5c2dc46cec7ac50acfad7f9f8c49","width":"750","height":"1324"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350063684","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":350061706,"gmtCreate":1616139659905,"gmtModify":1634527041759,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350061706","repostId":"2120193789","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350519539,"gmtCreate":1616227390421,"gmtModify":1634526647646,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350519539","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350068286,"gmtCreate":1616139739345,"gmtModify":1634527041522,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"yikes","listText":"yikes","text":"yikes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350068286","repostId":"1111392465","repostType":4,"repost":{"id":"1111392465","kind":"news","pubTimestamp":1616133192,"share":"https://www.laohu8.com/m/news/1111392465?lang=&edition=full","pubTime":"2021-03-19 13:53","market":"fut","language":"en","title":"Dealers Have Shed Over $80 Billion in Treasuries in Two Weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=1111392465","media":"Bloomberg","summary":"Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries ","content":"<p>Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries market will expire or not next week -- they are exiting it en masse.</p>\n<p>Treasury holdings at primary dealers fell another $16.1 billion in the week to March 10, extending a record $64.7 billion decline the previous week, according to Federal Reserve data released Thursday. Holdings have dropped to their lowest since October 2018, with declines across much of the curve and only seven to eleven year maturities seeing an increase.</p>\n<p><img src=\"https://static.tigerbbs.com/0bda0299a3a62b139b4528f192120741\" tg-width=\"930\" tg-height=\"523\"></p>\n<p>A Fed tweak to a rule in April exempted Treasuries and reserve balances at the central bank from lenders’ supplementary leverage ratios, one of a number of coronavirus relief measures. That allowed banks to expand their balance sheets with purchases of U.S. government bonds and increased the attractiveness of Treasuries, in particular over swaps.</p>\n<p>With the exemption due to expire March 31, some strategists argued that would result in large&nbsp;rotations&nbsp;out of Treasuries, while others&nbsp;said&nbsp;it would have only a minor impact on the bond market. Zoltan Pozsar of Credit Suisse Group AG&nbsp;has said&nbsp;that the market shouldn’t fear mayhem if the exemption expires simply because the benefits from it were never really that dramatic in the first place.</p>\n<p>At the press conference after the Federal Open Market Committee meeting Wednesday, Powell said “we’ll have something to announce on that in coming days,” when asked about the expiry.</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>Dealers Have Shed Over $80 Billion in Treasuries in Two Weeks</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\">\nDealers Have Shed Over $80 Billion in Treasuries in Two Weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries market will expire or not next week -- they are exiting it en masse.\nTreasury holdings at primary ...</p>\n\n<a href=\"http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"http://bloomberg.com/news/articles/2021-03-19/dealers-have-shed-over-80-billion-in-treasuries-in-two-weeks?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111392465","content_text":"Dealers aren’t hanging around to find out whether regulatory exemptions that benefit the Treasuries market will expire or not next week -- they are exiting it en masse.\nTreasury holdings at primary dealers fell another $16.1 billion in the week to March 10, extending a record $64.7 billion decline the previous week, according to Federal Reserve data released Thursday. Holdings have dropped to their lowest since October 2018, with declines across much of the curve and only seven to eleven year maturities seeing an increase.\n\nA Fed tweak to a rule in April exempted Treasuries and reserve balances at the central bank from lenders’ supplementary leverage ratios, one of a number of coronavirus relief measures. That allowed banks to expand their balance sheets with purchases of U.S. government bonds and increased the attractiveness of Treasuries, in particular over swaps.\nWith the exemption due to expire March 31, some strategists argued that would result in large rotations out of Treasuries, while others said it would have only a minor impact on the bond market. Zoltan Pozsar of Credit Suisse Group AG has said that the market shouldn’t fear mayhem if the exemption expires simply because the benefits from it were never really that dramatic in the first place.\nAt the press conference after the Federal Open Market Committee meeting Wednesday, Powell said “we’ll have something to announce on that in coming days,” when asked about the expiry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350068921,"gmtCreate":1616139703363,"gmtModify":1634527041641,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350068921","repostId":"1158672278","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350063684,"gmtCreate":1616139451948,"gmtModify":1634527042455,"author":{"id":"3578999002762864","authorId":"3578999002762864","name":"calz","avatar":"https://static.tigerbbs.com/2319e0c4d3c4d447d315ef57e4597e5b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578999002762864","authorIdStr":"3578999002762864"},"themes":[],"htmlText":"tiger brokers!!!!","listText":"tiger brokers!!!!","text":"tiger brokers!!!!","images":[{"img":"https://static.tigerbbs.com/38dc5c2dc46cec7ac50acfad7f9f8c49","width":"750","height":"1324"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350063684","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}