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KwokHing
2021-06-21
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Orphazyme rose more than 6% in premarket trading
KwokHing
2021-07-14
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2021-04-17
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Einhorn: "The Market Is Fractured And In The Process Of Breaking Completely"
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2021-04-17
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KwokHing
2021-04-17
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2022-01-21
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综述:A股又跳水!股民满仓东北药茅爆仓巨亏
KwokHing
2022-01-19
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","listText":"👍🏻 ","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630806136","repostId":"1153780505","repostType":2,"repost":{"id":"1153780505","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642755840,"share":"https://www.laohu8.com/m/news/1153780505?lang=&edition=full","pubTime":"2022-01-21 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href=\"https://laohu8.com/S/01873\">维亚生物</a>旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。</p><p><b>4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元</b></p><p>工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。</p><p><b>港股</b></p><p>港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。<img src=\"https://static.tigerbbs.com/c85d09790ddde3409802155fc05d4e97\" tg-width=\"469\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股涨跌各异,<a href=\"https://laohu8.com/S/09618\">京东</a>涨超2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>小幅收涨,<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。</p><p><b>A股</b></p><p>今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。<img src=\"https://static.tigerbbs.com/3cd283653f46b198c796d395ddabd516\" tg-width=\"462\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、<a href=\"https://laohu8.com/S/600702\">舍得酒业</a>等股涨幅居前。</p><p>今日新冠检测板块大幅杀跌,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,<a href=\"https://laohu8.com/S/300584\">海辰药业</a>20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,<a href=\"https://laohu8.com/S/02196\">复星医药</a>、<a href=\"https://laohu8.com/S/688488\">艾迪药业</a>也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,<a href=\"https://laohu8.com/S/000428\">华天酒店</a>、<a href=\"https://laohu8.com/S/600706\">曲江文旅</a>、<a href=\"https://laohu8.com/S/002059\">云南旅游</a>等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,<a href=\"https://laohu8.com/S/600847\">万里股份</a>涨停,<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002606\">大连电瓷</a>、<a href=\"https://laohu8.com/S/002196\">方正电机</a>等股跟涨。</p><p>焦点个股方面,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。</p><p>1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。</p><p>有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 <img src=\"https://static.tigerbbs.com/abcb7804ac921465139fce309a591240\" tg-width=\"471\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段悉数下跌。<img src=\"https://static.tigerbbs.com/3797b50f29221a816253034cbf026f79\" tg-width=\"641\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。</p><p>日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。</li></ul><p><b>原油</b></p><p>美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。</p><p>澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”</p><p>国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>都预测今年晚些时候油价将达到每桶100美元,不过<a href=\"https://laohu8.com/S/C\">花旗</a>警告称,本季度之后,坚持看涨油价的观点可能会带来危险。</p><p>花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。</p><p>ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”</p><p>油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。</p><p>根据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。<img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。</li><li>布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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}\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综述:A股又跳水!股民满仓东北药茅爆仓巨亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-21 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、外汇管理局:未来还会有更多国际资金参与中国金融市场</b></p><p>国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。利用两个市场、两种资源,随着中国金融开放不断扩大,未来还会有更多的国际资金参与中国金融市场。</p><p><b>2、交通运输部:“十四五”加快新能源和清洁能源运输装备推广应用</b></p><p>交通运输部印发《绿色交通“十四五”发展规划》提出,加快新能源和清洁能源运输装备推广应用。加快推进城市公交、出租、物流配送等领域新能源汽车推广应用,国家生态文明试验区、大气污染防治重点区域新增或更新的公交、出租、物流配送等车辆中新能源汽车比例不低于80%。</p><p><b>3、<a href=\"https://laohu8.com/S/688166\">博瑞医药</a>:已拿到新冠口服药仿制授权 产能规划信息后续会披露</b></p><p>昨日五家中国药企获准仿制<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药,包括<a href=\"https://laohu8.com/S/600196\">复星医药</a>、博瑞医药、石家庄龙泽制药与上海迪赛诺以及<a href=\"https://laohu8.com/S/01873\">维亚生物</a>旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。</p><p><b>4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元</b></p><p>工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。</p><p><b>港股</b></p><p>港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。<img src=\"https://static.tigerbbs.com/c85d09790ddde3409802155fc05d4e97\" tg-width=\"469\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股涨跌各异,<a href=\"https://laohu8.com/S/09618\">京东</a>涨超2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>小幅收涨,<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。</p><p><b>A股</b></p><p>今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。<img src=\"https://static.tigerbbs.com/3cd283653f46b198c796d395ddabd516\" tg-width=\"462\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、<a href=\"https://laohu8.com/S/600702\">舍得酒业</a>等股涨幅居前。</p><p>今日新冠检测板块大幅杀跌,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,<a href=\"https://laohu8.com/S/300584\">海辰药业</a>20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,<a href=\"https://laohu8.com/S/02196\">复星医药</a>、<a href=\"https://laohu8.com/S/688488\">艾迪药业</a>也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,<a href=\"https://laohu8.com/S/000428\">华天酒店</a>、<a href=\"https://laohu8.com/S/600706\">曲江文旅</a>、<a href=\"https://laohu8.com/S/002059\">云南旅游</a>等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,<a href=\"https://laohu8.com/S/600847\">万里股份</a>涨停,<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002606\">大连电瓷</a>、<a href=\"https://laohu8.com/S/002196\">方正电机</a>等股跟涨。</p><p>焦点个股方面,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。</p><p>1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。</p><p>有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 <img src=\"https://static.tigerbbs.com/abcb7804ac921465139fce309a591240\" tg-width=\"471\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段悉数下跌。<img src=\"https://static.tigerbbs.com/3797b50f29221a816253034cbf026f79\" tg-width=\"641\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。</p><p>日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。</li></ul><p><b>原油</b></p><p>美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。</p><p>澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”</p><p>国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>都预测今年晚些时候油价将达到每桶100美元,不过<a href=\"https://laohu8.com/S/C\">花旗</a>警告称,本季度之后,坚持看涨油价的观点可能会带来危险。</p><p>花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。</p><p>ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”</p><p>油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。</p><p>根据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。<img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。</li><li>布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399006":"创业板指","399102":"创业板综","HSCEI":"国企指数","HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153780505","content_text":"要闻回顾1、外汇管理局:未来还会有更多国际资金参与中国金融市场国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。利用两个市场、两种资源,随着中国金融开放不断扩大,未来还会有更多的国际资金参与中国金融市场。2、交通运输部:“十四五”加快新能源和清洁能源运输装备推广应用交通运输部印发《绿色交通“十四五”发展规划》提出,加快新能源和清洁能源运输装备推广应用。加快推进城市公交、出租、物流配送等领域新能源汽车推广应用,国家生态文明试验区、大气污染防治重点区域新增或更新的公交、出租、物流配送等车辆中新能源汽车比例不低于80%。3、博瑞医药:已拿到新冠口服药仿制授权 产能规划信息后续会披露昨日五家中国药企获准仿制默沙东新冠口服药,包括复星医药、博瑞医药、石家庄龙泽制药与上海迪赛诺以及维亚生物旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。港股港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。盘面上,大型科技股涨跌各异,京东涨超2%,腾讯、百度小幅收涨,网易、阿里巴巴跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。A股今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、迎驾贡酒、舍得酒业等股涨幅居前。今日新冠检测板块大幅杀跌,14倍大妖股九安医疗一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,海辰药业20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,复星医药、艾迪药业也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,华天酒店、曲江文旅、云南旅游等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,万里股份涨停,江特电机、大连电瓷、方正电机等股跟涨。焦点个股方面,长春高新连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。美股美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 欧洲股市欧洲主要股市在盘初时段悉数下跌。大宗商品黄金亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。截至北京时间16:23,大宗商品行情显示:现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。原油美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。摩根士丹利和高盛都预测今年晚些时候油价将达到每桶100美元,不过花旗警告称,本季度之后,坚持看涨油价的观点可能会带来危险。花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。根据美国能源署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。截至北京时间16:23,大宗商品行情显示:美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697794566,"gmtCreate":1642584986353,"gmtModify":1642585062928,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697794566","repostId":"1105738595","repostType":2,"repost":{"id":"1105738595","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642581087,"share":"https://www.laohu8.com/m/news/1105738595?lang=&edition=full","pubTime":"2022-01-19 16:31","market":"sh","language":"zh","title":"综述:发生了啥?创业板大跳水!10倍大牛股跌停","url":"https://stock-news.laohu8.com/highlight/detail?id=1105738595","media":"老虎资讯综合","summary":"要闻回顾1、2021年中央企业实现营业收入36.3万亿元 同比增长19.5%2021年中央企业实现营业收入36.3万亿元,同比增长19.5%;实现利润总额2.4万亿元、净利润1.8万亿元,分别同比增长","content":"<html><head></head><body><p><b>要闻回顾</b></p><p>1、2021年中央企业实现营业收入36.3万亿元 同比增长19.5%</p><p>2021年中央企业实现营业收入36.3万亿元,同比增长19.5%;实现利润总额2.4万亿元、净利润1.8万亿元,分别同比增长30.3%、29.8%。</p><p>2、集度公布首款汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>概念车外观和品牌标志 2023年量产</p><p>集度1月19日公布了其汽车机器人概念车的部分产品设计样式。据悉,这款车将于今年4月在北京车展亮相。量产版汽车机器人的外观将与概念车90%一致,并将在2023年上市交付。</p><p>3、私募忽悠公募接盘?相关公募机构回应:调研都有记录</p><p>今日,相关公募机构在回应“私募忽悠公募接盘”时,对记者表示,对个股的挖掘和投资遵循了一贯的流程和原则。上市公司、基金公司等的调研信息、持仓信息也都有相关披露。1月18日,网传消息称,有公募基金组团买入上市公司<a href=\"https://laohu8.com/S/300969\">恒帅股份</a>,而背后则是券商、私募、上市公司、专家等编织的一个“杀猪盘”,最后是为了忽悠公募基金接盘。消息并称,核心圈子在上海<a href=\"https://laohu8.com/S/600663\">陆家嘴</a>。“研究员(去年)8月份就去调研了,我们都是调研了好几十个专家。这都不是假的,都是有记录的,而且这些专家还真不是几个人,还有产业链上下游的专家。”该公募机构人士说。</p><p>4、<a href=\"https://laohu8.com/S/000333\">美的集团</a>:未来将提供新能源汽车整车级方案</p><p>《科创板日报》记者从美的相关负责人处获悉,日前投资成立的汽车零部件公司,将建设新的生产基地,是面向未来10年的规划。据了解,美的集团已拥有热管理、电驱动和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶三个产品线,今年将打入全球一半主流新能源车客户的供应链,未来计划提供新能源汽车整车系统级的解决方案。</p><p>5、储能用锂电池安全强标编制工作正式启动</p><p>储能用锂电池安全强标启动会1月18日在京召开。本次会议的召开,标志着该强标编制工作正式启动。下一步,工业和信息化部电子信息司将指导有关技术机构加快强标制定,促进锂电产业健康有序发展。同时,还将持续推动锂电行业供给侧结构性改革,引导产业转型升级和技术进步。</p><p>6、央行公开市场净投放900亿元</p><p>央行今日开展1000亿元7天期逆回购操作,中标利率为2.10%,与此前持平。今日有100亿元逆回购到期,实现净投放900亿元。</p><p><b>港股</b></p><p>港股收盘涨跌不一,恒指涨0.06%,国指跌0.09%,恒生科技指数跌0.98%。<img src=\"https://static.tigerbbs.com/def43e80e246a169bd81389043ee8981\" tg-width=\"470\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,科技股多数下跌,快手跌超2%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米跌近2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅收涨0.66%;地产销售、融资等行为逐步回归常态,内房股与物管股携手大涨,为市场表现最佳板块;发改委称适当超前开展基础设施投资,基建类股再度活跃,煤炭、电力等能源股普遍走高。另一方面,汽车股领跌,<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/02015\">理想汽车</a>均跌超4%,燃气股、锂电池股、体育用品股、军工股、半导体等板块普遍走低。利好叠加,歌礼制药大幅涨超22%。</p><p><b>A股</b></p><p>两市主要指数下跌,沪指早间开盘不久后震荡走低,尾盘段达到日内最大跌幅约0.8%后反弹回升,全天收跌0.33%报3558点,深成指跌1.28%,创业板指盘中一度跌2.9%,收跌2.17%。两市2340股上涨,2130股下跌,成交额连续14个交易日在万亿上方。<img src=\"https://static.tigerbbs.com/bd8d233a2b6860204408a97184926bac\" tg-width=\"458\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/>盘面上,地产、基建产业链继续走强,<a href=\"https://laohu8.com/S/MSFT\">微软</a>687亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>,刺激元宇宙、游戏板块大幅走强,集采风暴来临,多只医药股大跌,锂电、汽车等赛道领跌市场。总体看,市场依旧是高低切换的格局,两市个股涨跌各半。</p><p>具体来看,地产、基建产业链继续走强,<a href=\"https://laohu8.com/S/603616\">韩建河山</a>、<a href=\"https://laohu8.com/S/003001\">中岩大地</a>等多只股涨停。国家发改委在例行发布会上表示,适当超前开展基础设施投资,加快推进“十四五”规划102项重大工程项目。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>斥重金收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>,元宇宙、游戏板块大幅拉升,<a href=\"https://laohu8.com/S/300467\">迅游科技</a>、<a href=\"https://laohu8.com/S/300043\">星辉娱乐</a>等股20%涨停,<a href=\"https://laohu8.com/S/301025\">读客文化</a>、<a href=\"https://laohu8.com/S/300494\">盛天网络</a>等股涨超10%,<a href=\"https://laohu8.com/S/601929\">吉视传媒</a>等股涨停。</p><p>焦点个股方面,市场最妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一度跌停,尾盘跌幅收窄;“东北茅”<a href=\"https://laohu8.com/S/000661\">长春高新</a>突发闪崩跌停,消息面上,重组人生长激素被纳入广东药品集采,<a href=\"https://laohu8.com/S/000661\">长春高新</a>旗下产品也在本次集采行列中。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数下跌。截至发稿,道指期货跌0.57%;标普500指数期货跌0.62%;纳斯达克100指数期货跌0.71%。 <img src=\"https://static.tigerbbs.com/48a8d6b528523408e3cfe485e84eb315\" tg-width=\"473\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>德国DAX30指数跌0.91%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.54%,法国CAC40指数跌0.34%,欧洲斯托克50指数跌0.55%,西班牙IBEX35指数跌0.10%,意大利富时MIB指数跌0.84%。<img src=\"https://static.tigerbbs.com/55aaad91cb7fe9bff89988eb3942f743\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/8118e09c33bef84bc0316ae3a0ebbed2\" tg-width=\"654\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周三黄金期货价格小幅震荡,前一交易日一度触及一周低点,因美元走强以及美债收益率创两年新高,同时市场对加息速度快于预期的猜测升温。</p><p>目前,投资者等待美联储于1月26日结束的货币政策会议结果,了解美联储未来货币政策线索。市场普遍预计,美联储今年将开始退出宽松政策来遏制高居不下的通胀。货币市场甚至预计,美联储在3月份可能一次性加息50个基点,如果预测准确,将是美联储自2000年以来加息幅度最大的一次。然而,另一方面,受Omicron影响,周二公布的美国1月纽约制造业指数爆冷,从去年12月的31.90将为负0.70。数据公布后,金价应声大涨,从1804.70美元的一周低点反弹至接近1820美元水平,收复此前失地。但是,因市场预计疲弱的数据不会改变美联储加息趋势,叠加美债收益率上升,黄金失去动能,随后再度回落。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行分析师王刚在一份报告中表示,“美联储(FED)将于1月25日至26日召开货币政策会议,市场参与者正在期待当前货币政策再次出现鹰派倾向。在这种氛围下,预料黄金短期内难以有上走的机会。”</p><p>截至北京时间16:06,大宗商品行情显示:</p><ul><li>现货黄金价格涨0.95美元或约0.05%,报1813.35美元/盎司。</li></ul><p><b>原油</b></p><p>周三原油价格延续近期涨势,但较7年高点有所回落。近期,由于俄乌地缘局势、阿联酋遇袭、土耳其输油管道爆炸以及市场预期供应持续紧张,油价连续第四天上涨。</p><p>土耳其国有输油管道运营商Botas周二公布,Kirkuk-Ceyhan输油管道发生爆炸,原因尚不清楚,目前管道已停运。Kirkuk-Ceyhan输油管道用于将OPEC第二大产油国伊拉克的原油输送到土耳其的Ceyhan港以供出口。此次爆炸导致本已紧张的石油市场雪上加霜。尽管Omicron在全球蔓延,但燃油需求依然好于预期。另一方面,美国国务卿布林肯(Antony Blinken)将于周五在日内瓦会见俄罗斯外长谢尔盖·拉夫罗夫(Sergey Lavrov),欲缓和乌克兰的紧张局势。与此同时,阿联酋周二呼吁联合国安理会就也门胡塞武装周一对阿布扎比的袭击召开会议。</p><p>此外,OPEC及其盟友(OPEC+)依然增产不力。OANDA分析师Edward Moya在一份报告中表示:“OPEC+未能实现产量目标,如果地缘政治紧张局势持续升温,不需要太大力度,布油可能就能升至每桶100美元。”同时,澳大利亚联邦银行大宗商品分析师Vivek Dhar在一份报告中表示,随着国际航班的增长,航空燃油消耗量正在上升,而且陆路交通流量远远高于2021年同期。他还表示,“OPEC+供应不足和全球石油需求持续增长可能会在未来几个月为油价提供良好支撑。”</p><p>日内,投资者还需密切关注美国石油学会(API)定于今日晚些时候公布的美国原油库存数据。</p><p>截至北京时间16:06,大宗商品行情显示:<img src=\"https://static.tigerbbs.com/8118e09c33bef84bc0316ae3a0ebbed2\" tg-width=\"654\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><ul><li>美国WTI原油期货价格涨0.56美元或0.66%,报85.39美元/桶,早前触及86.41美元的7年新高。</li><li>布伦特原油期货价格涨0.41美元或0.47%,报87.92美元/桶,早前触及89.04美元的7年新高。</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>综述:发生了啥?创业板大跳水!10倍大牛股跌停</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n综述:发生了啥?创业板大跳水!10倍大牛股跌停\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-19 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>要闻回顾</b></p><p>1、2021年中央企业实现营业收入36.3万亿元 同比增长19.5%</p><p>2021年中央企业实现营业收入36.3万亿元,同比增长19.5%;实现利润总额2.4万亿元、净利润1.8万亿元,分别同比增长30.3%、29.8%。</p><p>2、集度公布首款汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>概念车外观和品牌标志 2023年量产</p><p>集度1月19日公布了其汽车机器人概念车的部分产品设计样式。据悉,这款车将于今年4月在北京车展亮相。量产版汽车机器人的外观将与概念车90%一致,并将在2023年上市交付。</p><p>3、私募忽悠公募接盘?相关公募机构回应:调研都有记录</p><p>今日,相关公募机构在回应“私募忽悠公募接盘”时,对记者表示,对个股的挖掘和投资遵循了一贯的流程和原则。上市公司、基金公司等的调研信息、持仓信息也都有相关披露。1月18日,网传消息称,有公募基金组团买入上市公司<a href=\"https://laohu8.com/S/300969\">恒帅股份</a>,而背后则是券商、私募、上市公司、专家等编织的一个“杀猪盘”,最后是为了忽悠公募基金接盘。消息并称,核心圈子在上海<a href=\"https://laohu8.com/S/600663\">陆家嘴</a>。“研究员(去年)8月份就去调研了,我们都是调研了好几十个专家。这都不是假的,都是有记录的,而且这些专家还真不是几个人,还有产业链上下游的专家。”该公募机构人士说。</p><p>4、<a href=\"https://laohu8.com/S/000333\">美的集团</a>:未来将提供新能源汽车整车级方案</p><p>《科创板日报》记者从美的相关负责人处获悉,日前投资成立的汽车零部件公司,将建设新的生产基地,是面向未来10年的规划。据了解,美的集团已拥有热管理、电驱动和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶三个产品线,今年将打入全球一半主流新能源车客户的供应链,未来计划提供新能源汽车整车系统级的解决方案。</p><p>5、储能用锂电池安全强标编制工作正式启动</p><p>储能用锂电池安全强标启动会1月18日在京召开。本次会议的召开,标志着该强标编制工作正式启动。下一步,工业和信息化部电子信息司将指导有关技术机构加快强标制定,促进锂电产业健康有序发展。同时,还将持续推动锂电行业供给侧结构性改革,引导产业转型升级和技术进步。</p><p>6、央行公开市场净投放900亿元</p><p>央行今日开展1000亿元7天期逆回购操作,中标利率为2.10%,与此前持平。今日有100亿元逆回购到期,实现净投放900亿元。</p><p><b>港股</b></p><p>港股收盘涨跌不一,恒指涨0.06%,国指跌0.09%,恒生科技指数跌0.98%。<img src=\"https://static.tigerbbs.com/def43e80e246a169bd81389043ee8981\" tg-width=\"470\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,科技股多数下跌,快手跌超2%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米跌近2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅收涨0.66%;地产销售、融资等行为逐步回归常态,内房股与物管股携手大涨,为市场表现最佳板块;发改委称适当超前开展基础设施投资,基建类股再度活跃,煤炭、电力等能源股普遍走高。另一方面,汽车股领跌,<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/02015\">理想汽车</a>均跌超4%,燃气股、锂电池股、体育用品股、军工股、半导体等板块普遍走低。利好叠加,歌礼制药大幅涨超22%。</p><p><b>A股</b></p><p>两市主要指数下跌,沪指早间开盘不久后震荡走低,尾盘段达到日内最大跌幅约0.8%后反弹回升,全天收跌0.33%报3558点,深成指跌1.28%,创业板指盘中一度跌2.9%,收跌2.17%。两市2340股上涨,2130股下跌,成交额连续14个交易日在万亿上方。<img src=\"https://static.tigerbbs.com/bd8d233a2b6860204408a97184926bac\" tg-width=\"458\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/>盘面上,地产、基建产业链继续走强,<a href=\"https://laohu8.com/S/MSFT\">微软</a>687亿美元收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>,刺激元宇宙、游戏板块大幅走强,集采风暴来临,多只医药股大跌,锂电、汽车等赛道领跌市场。总体看,市场依旧是高低切换的格局,两市个股涨跌各半。</p><p>具体来看,地产、基建产业链继续走强,<a href=\"https://laohu8.com/S/603616\">韩建河山</a>、<a href=\"https://laohu8.com/S/003001\">中岩大地</a>等多只股涨停。国家发改委在例行发布会上表示,适当超前开展基础设施投资,加快推进“十四五”规划102项重大工程项目。</p><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>斥重金收购<a href=\"https://laohu8.com/S/ATVI\">动视暴雪</a>,元宇宙、游戏板块大幅拉升,<a href=\"https://laohu8.com/S/300467\">迅游科技</a>、<a href=\"https://laohu8.com/S/300043\">星辉娱乐</a>等股20%涨停,<a href=\"https://laohu8.com/S/301025\">读客文化</a>、<a href=\"https://laohu8.com/S/300494\">盛天网络</a>等股涨超10%,<a href=\"https://laohu8.com/S/601929\">吉视传媒</a>等股涨停。</p><p>焦点个股方面,市场最妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一度跌停,尾盘跌幅收窄;“东北茅”<a href=\"https://laohu8.com/S/000661\">长春高新</a>突发闪崩跌停,消息面上,重组人生长激素被纳入广东药品集采,<a href=\"https://laohu8.com/S/000661\">长春高新</a>旗下产品也在本次集采行列中。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数下跌。截至发稿,道指期货跌0.57%;标普500指数期货跌0.62%;纳斯达克100指数期货跌0.71%。 <img src=\"https://static.tigerbbs.com/48a8d6b528523408e3cfe485e84eb315\" tg-width=\"473\" tg-height=\"161\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>德国DAX30指数跌0.91%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.54%,法国CAC40指数跌0.34%,欧洲斯托克50指数跌0.55%,西班牙IBEX35指数跌0.10%,意大利富时MIB指数跌0.84%。<img src=\"https://static.tigerbbs.com/55aaad91cb7fe9bff89988eb3942f743\" tg-width=\"638\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/8118e09c33bef84bc0316ae3a0ebbed2\" tg-width=\"654\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周三黄金期货价格小幅震荡,前一交易日一度触及一周低点,因美元走强以及美债收益率创两年新高,同时市场对加息速度快于预期的猜测升温。</p><p>目前,投资者等待美联储于1月26日结束的货币政策会议结果,了解美联储未来货币政策线索。市场普遍预计,美联储今年将开始退出宽松政策来遏制高居不下的通胀。货币市场甚至预计,美联储在3月份可能一次性加息50个基点,如果预测准确,将是美联储自2000年以来加息幅度最大的一次。然而,另一方面,受Omicron影响,周二公布的美国1月纽约制造业指数爆冷,从去年12月的31.90将为负0.70。数据公布后,金价应声大涨,从1804.70美元的一周低点反弹至接近1820美元水平,收复此前失地。但是,因市场预计疲弱的数据不会改变美联储加息趋势,叠加美债收益率上升,黄金失去动能,随后再度回落。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行分析师王刚在一份报告中表示,“美联储(FED)将于1月25日至26日召开货币政策会议,市场参与者正在期待当前货币政策再次出现鹰派倾向。在这种氛围下,预料黄金短期内难以有上走的机会。”</p><p>截至北京时间16:06,大宗商品行情显示:</p><ul><li>现货黄金价格涨0.95美元或约0.05%,报1813.35美元/盎司。</li></ul><p><b>原油</b></p><p>周三原油价格延续近期涨势,但较7年高点有所回落。近期,由于俄乌地缘局势、阿联酋遇袭、土耳其输油管道爆炸以及市场预期供应持续紧张,油价连续第四天上涨。</p><p>土耳其国有输油管道运营商Botas周二公布,Kirkuk-Ceyhan输油管道发生爆炸,原因尚不清楚,目前管道已停运。Kirkuk-Ceyhan输油管道用于将OPEC第二大产油国伊拉克的原油输送到土耳其的Ceyhan港以供出口。此次爆炸导致本已紧张的石油市场雪上加霜。尽管Omicron在全球蔓延,但燃油需求依然好于预期。另一方面,美国国务卿布林肯(Antony Blinken)将于周五在日内瓦会见俄罗斯外长谢尔盖·拉夫罗夫(Sergey Lavrov),欲缓和乌克兰的紧张局势。与此同时,阿联酋周二呼吁联合国安理会就也门胡塞武装周一对阿布扎比的袭击召开会议。</p><p>此外,OPEC及其盟友(OPEC+)依然增产不力。OANDA分析师Edward Moya在一份报告中表示:“OPEC+未能实现产量目标,如果地缘政治紧张局势持续升温,不需要太大力度,布油可能就能升至每桶100美元。”同时,澳大利亚联邦银行大宗商品分析师Vivek Dhar在一份报告中表示,随着国际航班的增长,航空燃油消耗量正在上升,而且陆路交通流量远远高于2021年同期。他还表示,“OPEC+供应不足和全球石油需求持续增长可能会在未来几个月为油价提供良好支撑。”</p><p>日内,投资者还需密切关注美国石油学会(API)定于今日晚些时候公布的美国原油库存数据。</p><p>截至北京时间16:06,大宗商品行情显示:<img src=\"https://static.tigerbbs.com/8118e09c33bef84bc0316ae3a0ebbed2\" tg-width=\"654\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><ul><li>美国WTI原油期货价格涨0.56美元或0.66%,报85.39美元/桶,早前触及86.41美元的7年新高。</li><li>布伦特原油期货价格涨0.41美元或0.47%,报87.92美元/桶,早前触及89.04美元的7年新高。</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"159875":"新能源","159938":"医药","160640":"新能源","399001":"深证成指","399006":"创业板指","399102":"创业板综","399941":"新能源","09939":"开拓药业-B","000001.SH":"上证指数","BK1515":"抗疫概念","BK1161":"生物科技","BK1574":"生物医药B类股","000941.SH":"新能源"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105738595","content_text":"要闻回顾1、2021年中央企业实现营业收入36.3万亿元 同比增长19.5%2021年中央企业实现营业收入36.3万亿元,同比增长19.5%;实现利润总额2.4万亿元、净利润1.8万亿元,分别同比增长30.3%、29.8%。2、集度公布首款汽车机器人概念车外观和品牌标志 2023年量产集度1月19日公布了其汽车机器人概念车的部分产品设计样式。据悉,这款车将于今年4月在北京车展亮相。量产版汽车机器人的外观将与概念车90%一致,并将在2023年上市交付。3、私募忽悠公募接盘?相关公募机构回应:调研都有记录今日,相关公募机构在回应“私募忽悠公募接盘”时,对记者表示,对个股的挖掘和投资遵循了一贯的流程和原则。上市公司、基金公司等的调研信息、持仓信息也都有相关披露。1月18日,网传消息称,有公募基金组团买入上市公司恒帅股份,而背后则是券商、私募、上市公司、专家等编织的一个“杀猪盘”,最后是为了忽悠公募基金接盘。消息并称,核心圈子在上海陆家嘴。“研究员(去年)8月份就去调研了,我们都是调研了好几十个专家。这都不是假的,都是有记录的,而且这些专家还真不是几个人,还有产业链上下游的专家。”该公募机构人士说。4、美的集团:未来将提供新能源汽车整车级方案《科创板日报》记者从美的相关负责人处获悉,日前投资成立的汽车零部件公司,将建设新的生产基地,是面向未来10年的规划。据了解,美的集团已拥有热管理、电驱动和智能驾驶三个产品线,今年将打入全球一半主流新能源车客户的供应链,未来计划提供新能源汽车整车系统级的解决方案。5、储能用锂电池安全强标编制工作正式启动储能用锂电池安全强标启动会1月18日在京召开。本次会议的召开,标志着该强标编制工作正式启动。下一步,工业和信息化部电子信息司将指导有关技术机构加快强标制定,促进锂电产业健康有序发展。同时,还将持续推动锂电行业供给侧结构性改革,引导产业转型升级和技术进步。6、央行公开市场净投放900亿元央行今日开展1000亿元7天期逆回购操作,中标利率为2.10%,与此前持平。今日有100亿元逆回购到期,实现净投放900亿元。港股港股收盘涨跌不一,恒指涨0.06%,国指跌0.09%,恒生科技指数跌0.98%。盘面上,科技股多数下跌,快手跌超2%,阿里巴巴、小米跌近2%,腾讯小幅收涨0.66%;地产销售、融资等行为逐步回归常态,内房股与物管股携手大涨,为市场表现最佳板块;发改委称适当超前开展基础设施投资,基建类股再度活跃,煤炭、电力等能源股普遍走高。另一方面,汽车股领跌,小鹏汽车、理想汽车均跌超4%,燃气股、锂电池股、体育用品股、军工股、半导体等板块普遍走低。利好叠加,歌礼制药大幅涨超22%。A股两市主要指数下跌,沪指早间开盘不久后震荡走低,尾盘段达到日内最大跌幅约0.8%后反弹回升,全天收跌0.33%报3558点,深成指跌1.28%,创业板指盘中一度跌2.9%,收跌2.17%。两市2340股上涨,2130股下跌,成交额连续14个交易日在万亿上方。盘面上,地产、基建产业链继续走强,微软687亿美元收购动视暴雪,刺激元宇宙、游戏板块大幅走强,集采风暴来临,多只医药股大跌,锂电、汽车等赛道领跌市场。总体看,市场依旧是高低切换的格局,两市个股涨跌各半。具体来看,地产、基建产业链继续走强,韩建河山、中岩大地等多只股涨停。国家发改委在例行发布会上表示,适当超前开展基础设施投资,加快推进“十四五”规划102项重大工程项目。微软斥重金收购动视暴雪,元宇宙、游戏板块大幅拉升,迅游科技、星辉娱乐等股20%涨停,读客文化、盛天网络等股涨超10%,吉视传媒等股涨停。焦点个股方面,市场最妖股九安医疗一度跌停,尾盘跌幅收窄;“东北茅”长春高新突发闪崩跌停,消息面上,重组人生长激素被纳入广东药品集采,长春高新旗下产品也在本次集采行列中。美股美股三大指数期货盘前时段悉数下跌。截至发稿,道指期货跌0.57%;标普500指数期货跌0.62%;纳斯达克100指数期货跌0.71%。 欧洲股市德国DAX30指数跌0.91%,英国富时100指数跌0.54%,法国CAC40指数跌0.34%,欧洲斯托克50指数跌0.55%,西班牙IBEX35指数跌0.10%,意大利富时MIB指数跌0.84%。大宗商品黄金周三黄金期货价格小幅震荡,前一交易日一度触及一周低点,因美元走强以及美债收益率创两年新高,同时市场对加息速度快于预期的猜测升温。目前,投资者等待美联储于1月26日结束的货币政策会议结果,了解美联储未来货币政策线索。市场普遍预计,美联储今年将开始退出宽松政策来遏制高居不下的通胀。货币市场甚至预计,美联储在3月份可能一次性加息50个基点,如果预测准确,将是美联储自2000年以来加息幅度最大的一次。然而,另一方面,受Omicron影响,周二公布的美国1月纽约制造业指数爆冷,从去年12月的31.90将为负0.70。数据公布后,金价应声大涨,从1804.70美元的一周低点反弹至接近1820美元水平,收复此前失地。但是,因市场预计疲弱的数据不会改变美联储加息趋势,叠加美债收益率上升,黄金失去动能,随后再度回落。中国银行广东省分行分析师王刚在一份报告中表示,“美联储(FED)将于1月25日至26日召开货币政策会议,市场参与者正在期待当前货币政策再次出现鹰派倾向。在这种氛围下,预料黄金短期内难以有上走的机会。”截至北京时间16:06,大宗商品行情显示:现货黄金价格涨0.95美元或约0.05%,报1813.35美元/盎司。原油周三原油价格延续近期涨势,但较7年高点有所回落。近期,由于俄乌地缘局势、阿联酋遇袭、土耳其输油管道爆炸以及市场预期供应持续紧张,油价连续第四天上涨。土耳其国有输油管道运营商Botas周二公布,Kirkuk-Ceyhan输油管道发生爆炸,原因尚不清楚,目前管道已停运。Kirkuk-Ceyhan输油管道用于将OPEC第二大产油国伊拉克的原油输送到土耳其的Ceyhan港以供出口。此次爆炸导致本已紧张的石油市场雪上加霜。尽管Omicron在全球蔓延,但燃油需求依然好于预期。另一方面,美国国务卿布林肯(Antony Blinken)将于周五在日内瓦会见俄罗斯外长谢尔盖·拉夫罗夫(Sergey Lavrov),欲缓和乌克兰的紧张局势。与此同时,阿联酋周二呼吁联合国安理会就也门胡塞武装周一对阿布扎比的袭击召开会议。此外,OPEC及其盟友(OPEC+)依然增产不力。OANDA分析师Edward Moya在一份报告中表示:“OPEC+未能实现产量目标,如果地缘政治紧张局势持续升温,不需要太大力度,布油可能就能升至每桶100美元。”同时,澳大利亚联邦银行大宗商品分析师Vivek Dhar在一份报告中表示,随着国际航班的增长,航空燃油消耗量正在上升,而且陆路交通流量远远高于2021年同期。他还表示,“OPEC+供应不足和全球石油需求持续增长可能会在未来几个月为油价提供良好支撑。”日内,投资者还需密切关注美国石油学会(API)定于今日晚些时候公布的美国原油库存数据。截至北京时间16:06,大宗商品行情显示:美国WTI原油期货价格涨0.56美元或0.66%,报85.39美元/桶,早前触及86.41美元的7年新高。布伦特原油期货价格涨0.41美元或0.47%,报87.92美元/桶,早前触及89.04美元的7年新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144027308,"gmtCreate":1626255579104,"gmtModify":1633928596949,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Urm","listText":"Urm","text":"Urm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144027308","repostId":"1176184294","repostType":4,"repost":{"id":"1176184294","kind":"news","pubTimestamp":1626254217,"share":"https://www.laohu8.com/m/news/1176184294?lang=&edition=full","pubTime":"2021-07-14 17:16","market":"us","language":"en","title":"Apple's potential 'buy now, pay later' plan sends sector shares tumbling","url":"https://stock-news.laohu8.com/highlight/detail?id=1176184294","media":"Reuters","summary":" -A report that Apple Inc is working on a service to let users pay for purchases in instalments dragged down shares in the ‘buy now, pay later’ sector, which has thrived during the pandemic as online shoppers look for easier repayment options.The U.S. tech giant will use Goldman Sachs, its partner since 2019 for the Apple Card credit card, as the lender for the loans, Bloomberg News reported, citing people familiar with the matter.The prospect of going up against a behemoth like Apple, as well a","content":"<p>(Reuters) -A report that Apple Inc is working on a service to let users pay for purchases in instalments dragged down shares in the ‘buy now, pay later’ sector, which has thrived during the pandemic as online shoppers look for easier repayment options.</p>\n<p>The U.S. tech giant will use Goldman Sachs, its partner since 2019 for the Apple Card credit card, as the lender for the loans, Bloomberg News reported, citing people familiar with the matter.</p>\n<p>The prospect of going up against a behemoth like Apple, as well as other entrants including PayPal, was likely to test Australian pure-play BNPL firms that have so far gone unchallenged in a fertile U.S. market.</p>\n<p>Shares of Australia-listed Afterpay, the country’s biggest BNPL provider which derives a big chunk of its revenue from the United States, dived nearly 10% on Wednesday.</p>\n<p>Smaller rivals Zip Co Ltd and Sezzle fell sharply. Nasdaq-listed Affirm Holdings Inc tumbled more than 14% on Tuesday following the Bloomberg report and closed 10.5% lower.</p>\n<p>Apple Pay is a bigger threat than potential offerings from banks or credit companies given its wide reach and superior consumer experience on a mobile website or in-store, a client note by Citi analysts said.</p>\n<p>The BNPL industry has boomed as online shopping picked up pace during the global health crisis, with the number of merchants in the United States adding the repayment option nearly tripling in 2020, according to a McKinsey report.</p>\n<p>In Australia, where the regulation of the fast-growing sector is light and adoption is higher compared to other markets, a Deloitte report said 30% of the consumers in the country have a BNPL account.</p>\n<p>The sector’s fast-paced growth attracted Swedish firm Klarna, which has emerged as a major rival in Australia, and caught the attention of mainstream U.S. companies.</p>\n<p>U.S. payments giant PayPal launched its service in Australia on Wednesday and raised the ante by saying it would do away with late fees, an area that had earned Afterpay close to A$70 million ($52.23 million) in fiscal 2020.</p>\n<p>The Bloomberg report said Apple Pay users would be allowed to split their payments into four interest-free instalments, or across several months with interest - a model similar to rivals Klarna, Afterpay, Zip’s Quadpay and Affirm.</p>\n<p>A Goldman Sachs spokesperson declined to comment, while Apple was not available for comment.</p>\n<p>Afterpay said competition reinforces the significance of the sector and that each BNPL player operates a different model and generate revenue in different ways.</p>\n<p>A Zip spokesman said Apple’s reported move validated the company’s business where it was growing customer numbers despite increased competition.</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>Apple's potential 'buy now, pay later' plan sends sector shares tumbling</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; 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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\">\nApple's potential 'buy now, pay later' plan sends sector shares tumbling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 17:16 GMT+8 <a href=https://www.reuters.com/article/apple-pay-goldman-sachs/update-4-apples-potential-buy-now-pay-later-plan-sends-sector-shares-tumbling-idUSL4N2OP3RO><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -A report that Apple Inc is working on a service to let users pay for purchases in instalments dragged down shares in the ‘buy now, pay later’ sector, which has thrived during the pandemic ...</p>\n\n<a href=\"https://www.reuters.com/article/apple-pay-goldman-sachs/update-4-apples-potential-buy-now-pay-later-plan-sends-sector-shares-tumbling-idUSL4N2OP3RO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","PYPL":"PayPal"},"source_url":"https://www.reuters.com/article/apple-pay-goldman-sachs/update-4-apples-potential-buy-now-pay-later-plan-sends-sector-shares-tumbling-idUSL4N2OP3RO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176184294","content_text":"(Reuters) -A report that Apple Inc is working on a service to let users pay for purchases in instalments dragged down shares in the ‘buy now, pay later’ sector, which has thrived during the pandemic as online shoppers look for easier repayment options.\nThe U.S. tech giant will use Goldman Sachs, its partner since 2019 for the Apple Card credit card, as the lender for the loans, Bloomberg News reported, citing people familiar with the matter.\nThe prospect of going up against a behemoth like Apple, as well as other entrants including PayPal, was likely to test Australian pure-play BNPL firms that have so far gone unchallenged in a fertile U.S. market.\nShares of Australia-listed Afterpay, the country’s biggest BNPL provider which derives a big chunk of its revenue from the United States, dived nearly 10% on Wednesday.\nSmaller rivals Zip Co Ltd and Sezzle fell sharply. Nasdaq-listed Affirm Holdings Inc tumbled more than 14% on Tuesday following the Bloomberg report and closed 10.5% lower.\nApple Pay is a bigger threat than potential offerings from banks or credit companies given its wide reach and superior consumer experience on a mobile website or in-store, a client note by Citi analysts said.\nThe BNPL industry has boomed as online shopping picked up pace during the global health crisis, with the number of merchants in the United States adding the repayment option nearly tripling in 2020, according to a McKinsey report.\nIn Australia, where the regulation of the fast-growing sector is light and adoption is higher compared to other markets, a Deloitte report said 30% of the consumers in the country have a BNPL account.\nThe sector’s fast-paced growth attracted Swedish firm Klarna, which has emerged as a major rival in Australia, and caught the attention of mainstream U.S. companies.\nU.S. payments giant PayPal launched its service in Australia on Wednesday and raised the ante by saying it would do away with late fees, an area that had earned Afterpay close to A$70 million ($52.23 million) in fiscal 2020.\nThe Bloomberg report said Apple Pay users would be allowed to split their payments into four interest-free instalments, or across several months with interest - a model similar to rivals Klarna, Afterpay, Zip’s Quadpay and Affirm.\nA Goldman Sachs spokesperson declined to comment, while Apple was not available for comment.\nAfterpay said competition reinforces the significance of the sector and that each BNPL player operates a different model and generate revenue in different ways.\nA Zip spokesman said Apple’s reported move validated the company’s business where it was growing customer numbers despite increased competition.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167674161,"gmtCreate":1624267978453,"gmtModify":1634008662251,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"👍🏻 👍🏻 ","listText":"👍🏻 👍🏻 ","text":"👍🏻 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167674161","repostId":"1184501396","repostType":4,"repost":{"id":"1184501396","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624267024,"share":"https://www.laohu8.com/m/news/1184501396?lang=&edition=full","pubTime":"2021-06-21 17:17","market":"us","language":"en","title":"Orphazyme rose more than 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184501396","media":"Tiger Newspress","summary":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a c","content":"<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Orphazyme rose more than 6% in premarket trading </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\">\nOrphazyme rose more than 6% in premarket trading \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-21 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184501396","content_text":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.\nSo what\nThe FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.\nInstead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.\nMany institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.\nNow what\nAccording to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.\nSome shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.\nDespite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379994901,"gmtCreate":1618649126403,"gmtModify":1634291546648,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Urm","listText":"Urm","text":"Urm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379994901","repostId":"1156411249","repostType":4,"repost":{"id":"1156411249","kind":"news","pubTimestamp":1618562497,"share":"https://www.laohu8.com/m/news/1156411249?lang=&edition=full","pubTime":"2021-04-16 16:41","market":"us","language":"en","title":"Einhorn: \"The Market Is Fractured And In The Process Of Breaking Completely\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1156411249","media":"zerohedge","summary":"In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent t","content":"<p>In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in the first quarter, badly underperforming the 6.2% return for the S&P 500 index, before proceeding to bash the Fed, broken markets, Chamath and Elon, the basket of short stocks and much more.</p><p>That said, even though as Einhorn writes Greenlight made only a handful of portfolio changes and essentially broke even, \"a lot happened. In general, the investment environment – especially from mid-February through the end of the quarter – was favorable as value outperformed growth, and interest rates and inflation expectations rose.\"</p><p>He then asks if the tide has<i><b>finally</b></i>turned from Growth to Value, noting that \"after a very tough decade, we have only just begun a recovery as shown in this 45-year chart from Goldman Sachs research:\"</p><p><img src=\"https://static.tigerbbs.com/a5db342a0e7b68b8405ce6d4041b71a0\" tg-width=\"500\" tg-height=\"339\" referrerpolicy=\"no-referrer\">Part of the shift from growth to value, Einhorn writes, may be coming from higher inflation and inflation expectations. As measured by the inflation swap market, 10-year inflation expectations fell from 2.9% in September 2012 to 0.8% in March 2020. The only significant intervening bounce came in 2016, when expectations jumped from 1.5% to 2.3% on expectations of a major stimulus deal from the Trump admin (which never materialized). It is hardly a coincidence that that was the only year in the last decade in which value outperformed growth, as the Greenlight head notes. Fast forward to now, when after bottoming in March 2020, inflation expectations have recovered to 2.5%. The trend became clearer in the middle of May, and value started outperforming growth then, and especially since the middle of February. Indeed, aince May 15, the value-heavy Greenlight returned 80% of the S&P 500 index with half the net exposure.</p><p>Einhorn is even more optimistic about the future when it comes to the \"growth to value\" rotation:</p><blockquote><i>When the time comes, we will have to figure out how to perform better in deflationary periods. But for now, we believe inflation is only going one way – higher – and we are optimistic about our prospects. The wind is now at our backs. The economy is in full recovery mode. Household balance sheets are stronger than they have been in a long time and household income growth was up 13% in February compared to last year. And this is before the latest $1.9 trillion – with a “T” – pandemic relief stimulus. Corporate capital spending is booming. There are shortages and bottlenecks everywhere. Last month nearly one million jobs returned. There are signs of an emerging labor shortage.</i></blockquote><p>As for the Fed, the Greenlight boss writes that \"it fundamentally changed its framework last August. It no longer seems to care that monetary policy works with a lag. Actually, it has embraced an asymmetrical inflation policy: The Fed wants to be ahead of the curve on the downside to protect<s>the stock market and corporate bondholders</s>the economy. Behind the curve is fine on the way up no matter how frothy the stock market the recovery is. Now, it says it is only going to react to actual inflation that exceeds its 2% target for a period of time.\"</p><p>The letter then goes on to muse how the Fed will know when it is blowing the next bubble, and to stop:</p><blockquote><i>... the Fed has indicated that it believes any abnormally high inflation will be transitory. We wonder, how will the Fed know?</i> <i><b>Do price increases come with a label that says “transitory”?</b></i> <i>Our sense is that no matter how hot inflation gets in the coming months, the Fed will continue with zero interest rates and large-scale asset purchases. After all, the U.S. Treasury has a lot of debt to sell and it isn’t clear who, other than the Fed, can absorb the supply.</i></blockquote><p>It's not just Powell who is throwing caution to the wind: so are such mainstream econ \"experts\" as John Oliver:</p><blockquote><i>The bipartisan idea that deficits don’t matter has even reached popular culture. John Oliverdedicated an entire episodeof Last Week Tonight to browbeating anyone who is concerned about the growing national debt. His argument boiled down to: (1) nobody knows how much debt is too much; (2) we have a good need to spend money now; and (3) it won’t be a problem until inflation shows up, and we can deal with it then.</i></blockquote><p>To this, Einhorn's response is simple: \"Though one can debate whether the official government statistics are contrived to avoid capturing inflation\" - and as we have repeatedly noted, inflation is now decidedly a political measurement, one which has been gamed for decades to make it appears as low as possible \"shortages and bottlenecks accompanied by rising demand can only be solved through increased capacity and higher prices. We have also reset the baseline income for non-working adults; it will take higher wages to bring those marginally attached to the labor force back to work.\"</p><p>Concluding this part of the letter, Einhorn writes that while the Fed says it has the tools to fight inflation (and according to Bernanke can cut it in<i>15 minutes</i>), \"it remains to be seen if it will have the stomach to use them when the time comes. That<b>is a discussion for another day. Right now, we remain positioned for rising inflation and inflation expectations.</b>\"</p><p>The Greenlight letter then goes on to lay out just how it plans to capture these rising inflation expectations, listing its top positions as follows, and how they performed in the frist quarter:</p><ul><li><b>Brighthouse Financial (BHF, +22%)</b>benefitted from rising interest rates;</li><li><b>Danimer Scientific (DNMR, +61%)</b>began its life as a public company;</li><li><b>Concentrix (CNXC, +52%)</b>benefitted from strong demand and rising estimates;</li><li><b>Resideo Technologies (REZI, +33%)</b>was helped by the strong housing market;</li><li><b>Change Healthcare (CHNG, +18%)</b>agreed to be acquired by UnitedHealthcare;</li><li><b>AerCap Holdings (AER, +29%)</b>agreed to acquire GE Capital’s aircraft leasing business (GECAS) at a discount; and</li><li><b>An undisclosed healthcare short (-41%)</b>fell due to reduced government reimbursement for its product.</li></ul><p><i>(incidentally, at quarter-end, Greenlight's largest disclosed long positions were Atlas Air Worldwide, Brighthouse Financial, Change Healthcare, Danimer Scientific and Green Brick Partners, with a net average exposure of 118% long and 81% short).</i></p><p>Which is not to say that there were no glitches. One was underperformance by homebuilder and land-developer GRBK, the fund's largest position (more on this in the full letter below). The other performance drag was - as usual- Greenlight's \"short basket\" of bubble stocks.</p><p>What follows next is a tour de force from Einhorn lashing out at all the ways the market is broken, and how the Reddit insanity of Q1 exposed it for all to see:</p><blockquote><i>In late January, the market came to focus on companies with large short interests. Despite having a diversified portfolio, a number of our positions fell into this group and experienced sudden, sharp rises. We adjusted to the dynamic by reducing our exposure to single name shorts, both in number and sizing. To mitigate the potentially uncomfortable net long bias that would have resulted, we added macro hedges of market index and index option shorts. While we do not expect this to be a permanent change, we will evaluate and modify as we go.</i> <i><b>The performance of our short portfolio in 2020 and in early 2021 was unacceptable, so change is certainly needed.</b></i> <i>If we swing a little less hard, we should hit more balls. We have also revised our internal analyst incentive structure to fully emphasize alpha creation.Much has been made of the short-squeezes in late January. In fact, Congress held hearings, where it called the leaders of Robinhood, Melvin Capital and Citadel and an individual investor who made a great call on GameStop (GME) to testify. We have a few thoughts about this to share.</i> <i><b>First, it is very healthy for market participants to discuss and debate stocks.</b></i> <i>This is true both privately and publicly. There are rules about fraud and manipulation that need to be followed,</i> <i><b>but investors discussing why they think GME (or any other stock) should go up or down ought to be encouraged. There is no reason to drag anyone before Congress for making a stock pick.</b></i> <i>Second, it is also fine to make bad stock picks.</i> <i><b>If a hedge fund takes a big position in a stock and is wrong, it loses money. Isn’t this how it is supposed to work?</b></i> <i>Third,</i> <i><b>payment for order flow is just disguised commissions.</b></i> <i>We are in a world where consumers, especially young ones, expect internet services to be free, or at least free to them. A quote widely attributed to Richard Serra about commercial TV in 1973 says it best: “You’re not the customer; you’re the product.”</i> <i><b>If you want the broker to work for you, pay a commission.</b></i> <i>Fourth, Robinhood suspended trading in certain stocks because it was undercapitalized. It is possible that it wasn’t following the regulatory requirements. A regulatory sanction is probably appropriate – but as we’ll discuss below, we won’t be holding our breath.</i></blockquote><p>The punchline:<i>Einhorn slamming Chamath and Elon for pouring the \"real jet fuel\" on the GME squeeze:</i></p><blockquote><i>Finally, we note that the real jet fuel on the GME squeeze came from Chamath Palihapitiya and Elon Musk, whose appearances on TV and Twitter, respectively, at a critical moment further destabilized the situation.</i> <i><b>Mr. Palihapitiya controls SoFi, which competes with Robinhood, and left us with the impression that by destabilizing GME he could harm a competitor.</b></i> <i>As for Mr. Musk,</i> <i><b>we are going to defend him, half-heartedly. If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla’s shares in 2018. The laws don’t apply to him and he can do whatever he wants.</b></i> <i>Many who would never support defunding the police have supported – and for all intents and purposes have succeeded – in almost completely defanging, if not defunding, the regulators. For the most part, quasi-anarchy appears to rule in markets.</i> <i><b>Sure, Dr. Michael Burry, famed for his role in The Big Short, reportedly received a visit from the SEC after tweeting warnings about recent market trends – and decided to stop publicly speaking truth to power. But for the most part, there is no cop on the beat.</b></i> <i>It’s as if there are no financial fraud prosecutors; companies and managements that are emboldened enough to engage in malfeasance have little to fear.</i></blockquote><p>Einhorn then concludes with three anecdotes to demonstrate his argument that this is not only an \"anything goes\" market where crime is rampant, but proving just how broken the market has become.</p><p>First, consider the investigation of Tether by the Office of the Attorney General of New York (OAG). As Einhorn explains, \"tether is a cryptocurrency that is always worth a dollar (the value is “tethered” to the dollar). Tether is one of the largest cryptocurrencies with about $40 billion outstanding, yet it has not been audited or regulated in any serious manner. In theory, Tether is supposed to have $1 of cash backing every Tether issued. Except it didn’t, at least when it was investigated.\" Incidentally, for anyone still confused, Tether is how theChinese launder billions in domestic funds abroad and outside the Chinese firewallas we explained in December, although so far few have the desire to expose this reality. In any case, here is Einhorn's lament:</p><blockquote><i>The OAG conducted a two-year probe and found that Tether deceived clients and the market by overstating reserves and hiding approximately $850 million of losses around the globe. Tether and its sponsor, Bitfinex, “recklessly and unlawfully covered up massive financial losses to keep their scheme going and protect their bottom lines,” said the OAG. Further, “Tether’s claims that its virtual currency was fully backed by U.S. dollars at all times was a lie.”Did the OAG shut down Tether? Did anyone get arrested or even lose their job? Was the regulatory infrastructure changed to make sure this doesn’t happen again? No, of course not. The OAG assessed an $18.5 million penalty and Tether agreed to discontinue “any trading activity with New Yorkers.” It was as if Bernie Madoff had been told to pay a small fine and stop ripping off New Yorkers, but to go ahead and have fun with the Palm Beach crowd.</i></blockquote><p>Einhorn next highlights one of the stocks most hated by the bearish community: GSX:</p><blockquote>The media is focused on how the banks allowed excessive leverage and poorly (or properly) managed their risks. The real story is how Arch-Egos was able to buy up most of the float of GSX Techedu, <b>causing the stock to soar 400% in the face of unrefuted allegations of massive fraud.</b>The SEC has an ongoing investigation of GSX but appears to not have noticed a single fund (or a small group of funds) essentially cornering the market. A traditionalist could say this was market manipulation and transparently illegal.</blockquote><p>The professional poker player finally points out some of the insane moves observed in pennystocks in Q1, focusing on a tiny deli owner in rural NJ:</p><blockquote><i>Strange things happen to all kinds of stocks. Last year, on one day in June, the stocks of about a dozen bankrupt companies roughly doubled on enormous volume. Recently, the Wall Street Journal reported a boom in penny stocks.Someone pointed us to Hometown International (HWIN), which owns a single deli in rural New Jersey. The deli had $21,772 in sales in 2019 and only $13,976 in 2020, as it was closed due to COVID from March to September.</i> <i><b>HWIN reached a market cap of $113 million on February 8.</b></i> <i>The largest shareholder is also the CEO/CFO/Treasurer and a Director, who also happens to be the wrestling coach of the high school next door to the deli. The pastrami must be amazing. Small investors who get sucked into these situations are likely to be harmed eventually, yet the regulators – who are supposed to be protecting investors – appear to be neither present nor curious.</i></blockquote><p>We don't find it at all surprising that Einhorn's conclusion from his capital markets observations over the past quarter is<i>identical</i>to ours, when we discussed the insane stock moves that dominated much of January and February:</p><blockquote><i><b>\"From a traditional perspective, the market is fractured and possibly in the process of breaking completely.\"</b></i></blockquote><p>Einhorn's full letter is below:</p><p><img src=\"https://static.tigerbbs.com/519bd51d93865787f487bbfdc930c706\" tg-width=\"946\" tg-height=\"496\"><img src=\"https://static.tigerbbs.com/1691d37b71b28794a2bc900aaf5b313e\" tg-width=\"857\" tg-height=\"687\"><img src=\"https://static.tigerbbs.com/a5d1e93a00a6d64936e9c09b9b940dbf\" tg-width=\"891\" tg-height=\"719\"><img src=\"https://static.tigerbbs.com/0c11ad8e34545a98ba8ee9c4fa8a78d9\" tg-width=\"909\" tg-height=\"477\"><img src=\"https://static.tigerbbs.com/fc8253cd105c8e2727495e1d34c6769b\" tg-width=\"887\" tg-height=\"719\"><img src=\"https://static.tigerbbs.com/e120ac355802479930a1b1e84bf46e3e\" tg-width=\"901\" tg-height=\"528\"><img src=\"https://static.tigerbbs.com/28989c8e07df2deede3e092055e09e70\" tg-width=\"895\" tg-height=\"564\"><img src=\"https://static.tigerbbs.com/7d526b287d859e129d81853c0be2ace0\" tg-width=\"869\" tg-height=\"559\"><img src=\"https://static.tigerbbs.com/8599ce79c9573aed1ca3b1266bd3400a\" tg-width=\"871\" tg-height=\"534\"><img src=\"https://static.tigerbbs.com/3ae554a242066a92e4095f35260ce325\" tg-width=\"917\" tg-height=\"639\"><img src=\"https://static.tigerbbs.com/df45fd1c31a9a0b5a376ec0fe6037598\" tg-width=\"883\" tg-height=\"522\"><img src=\"https://static.tigerbbs.com/b72d0f63d22768ed27882dca1e9f6048\" tg-width=\"878\" tg-height=\"420\"><img src=\"https://static.tigerbbs.com/cf93a682ea1bc652b5107e7ecf902b84\" tg-width=\"862\" tg-height=\"456\"><img src=\"https://static.tigerbbs.com/f0326abf9ee7f93425e7d4cb20e1f375\" tg-width=\"900\" tg-height=\"657\"></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>Einhorn: \"The Market Is Fractured And In The Process Of Breaking Completely\"</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\">\nEinhorn: \"The Market Is Fractured And In The Process Of Breaking Completely\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 16:41 GMT+8 <a href=https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156411249","content_text":"In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in the first quarter, badly underperforming the 6.2% return for the S&P 500 index, before proceeding to bash the Fed, broken markets, Chamath and Elon, the basket of short stocks and much more.That said, even though as Einhorn writes Greenlight made only a handful of portfolio changes and essentially broke even, \"a lot happened. In general, the investment environment – especially from mid-February through the end of the quarter – was favorable as value outperformed growth, and interest rates and inflation expectations rose.\"He then asks if the tide hasfinallyturned from Growth to Value, noting that \"after a very tough decade, we have only just begun a recovery as shown in this 45-year chart from Goldman Sachs research:\"Part of the shift from growth to value, Einhorn writes, may be coming from higher inflation and inflation expectations. As measured by the inflation swap market, 10-year inflation expectations fell from 2.9% in September 2012 to 0.8% in March 2020. The only significant intervening bounce came in 2016, when expectations jumped from 1.5% to 2.3% on expectations of a major stimulus deal from the Trump admin (which never materialized). It is hardly a coincidence that that was the only year in the last decade in which value outperformed growth, as the Greenlight head notes. Fast forward to now, when after bottoming in March 2020, inflation expectations have recovered to 2.5%. The trend became clearer in the middle of May, and value started outperforming growth then, and especially since the middle of February. Indeed, aince May 15, the value-heavy Greenlight returned 80% of the S&P 500 index with half the net exposure.Einhorn is even more optimistic about the future when it comes to the \"growth to value\" rotation:When the time comes, we will have to figure out how to perform better in deflationary periods. But for now, we believe inflation is only going one way – higher – and we are optimistic about our prospects. The wind is now at our backs. The economy is in full recovery mode. Household balance sheets are stronger than they have been in a long time and household income growth was up 13% in February compared to last year. And this is before the latest $1.9 trillion – with a “T” – pandemic relief stimulus. Corporate capital spending is booming. There are shortages and bottlenecks everywhere. Last month nearly one million jobs returned. There are signs of an emerging labor shortage.As for the Fed, the Greenlight boss writes that \"it fundamentally changed its framework last August. It no longer seems to care that monetary policy works with a lag. Actually, it has embraced an asymmetrical inflation policy: The Fed wants to be ahead of the curve on the downside to protectthe stock market and corporate bondholdersthe economy. Behind the curve is fine on the way up no matter how frothy the stock market the recovery is. Now, it says it is only going to react to actual inflation that exceeds its 2% target for a period of time.\"The letter then goes on to muse how the Fed will know when it is blowing the next bubble, and to stop:... the Fed has indicated that it believes any abnormally high inflation will be transitory. We wonder, how will the Fed know? Do price increases come with a label that says “transitory”? Our sense is that no matter how hot inflation gets in the coming months, the Fed will continue with zero interest rates and large-scale asset purchases. After all, the U.S. Treasury has a lot of debt to sell and it isn’t clear who, other than the Fed, can absorb the supply.It's not just Powell who is throwing caution to the wind: so are such mainstream econ \"experts\" as John Oliver:The bipartisan idea that deficits don’t matter has even reached popular culture. John Oliverdedicated an entire episodeof Last Week Tonight to browbeating anyone who is concerned about the growing national debt. His argument boiled down to: (1) nobody knows how much debt is too much; (2) we have a good need to spend money now; and (3) it won’t be a problem until inflation shows up, and we can deal with it then.To this, Einhorn's response is simple: \"Though one can debate whether the official government statistics are contrived to avoid capturing inflation\" - and as we have repeatedly noted, inflation is now decidedly a political measurement, one which has been gamed for decades to make it appears as low as possible \"shortages and bottlenecks accompanied by rising demand can only be solved through increased capacity and higher prices. We have also reset the baseline income for non-working adults; it will take higher wages to bring those marginally attached to the labor force back to work.\"Concluding this part of the letter, Einhorn writes that while the Fed says it has the tools to fight inflation (and according to Bernanke can cut it in15 minutes), \"it remains to be seen if it will have the stomach to use them when the time comes. Thatis a discussion for another day. Right now, we remain positioned for rising inflation and inflation expectations.\"The Greenlight letter then goes on to lay out just how it plans to capture these rising inflation expectations, listing its top positions as follows, and how they performed in the frist quarter:Brighthouse Financial (BHF, +22%)benefitted from rising interest rates;Danimer Scientific (DNMR, +61%)began its life as a public company;Concentrix (CNXC, +52%)benefitted from strong demand and rising estimates;Resideo Technologies (REZI, +33%)was helped by the strong housing market;Change Healthcare (CHNG, +18%)agreed to be acquired by UnitedHealthcare;AerCap Holdings (AER, +29%)agreed to acquire GE Capital’s aircraft leasing business (GECAS) at a discount; andAn undisclosed healthcare short (-41%)fell due to reduced government reimbursement for its product.(incidentally, at quarter-end, Greenlight's largest disclosed long positions were Atlas Air Worldwide, Brighthouse Financial, Change Healthcare, Danimer Scientific and Green Brick Partners, with a net average exposure of 118% long and 81% short).Which is not to say that there were no glitches. One was underperformance by homebuilder and land-developer GRBK, the fund's largest position (more on this in the full letter below). The other performance drag was - as usual- Greenlight's \"short basket\" of bubble stocks.What follows next is a tour de force from Einhorn lashing out at all the ways the market is broken, and how the Reddit insanity of Q1 exposed it for all to see:In late January, the market came to focus on companies with large short interests. Despite having a diversified portfolio, a number of our positions fell into this group and experienced sudden, sharp rises. We adjusted to the dynamic by reducing our exposure to single name shorts, both in number and sizing. To mitigate the potentially uncomfortable net long bias that would have resulted, we added macro hedges of market index and index option shorts. While we do not expect this to be a permanent change, we will evaluate and modify as we go. The performance of our short portfolio in 2020 and in early 2021 was unacceptable, so change is certainly needed. If we swing a little less hard, we should hit more balls. We have also revised our internal analyst incentive structure to fully emphasize alpha creation.Much has been made of the short-squeezes in late January. In fact, Congress held hearings, where it called the leaders of Robinhood, Melvin Capital and Citadel and an individual investor who made a great call on GameStop (GME) to testify. We have a few thoughts about this to share. First, it is very healthy for market participants to discuss and debate stocks. This is true both privately and publicly. There are rules about fraud and manipulation that need to be followed, but investors discussing why they think GME (or any other stock) should go up or down ought to be encouraged. There is no reason to drag anyone before Congress for making a stock pick. Second, it is also fine to make bad stock picks. If a hedge fund takes a big position in a stock and is wrong, it loses money. Isn’t this how it is supposed to work? Third, payment for order flow is just disguised commissions. We are in a world where consumers, especially young ones, expect internet services to be free, or at least free to them. A quote widely attributed to Richard Serra about commercial TV in 1973 says it best: “You’re not the customer; you’re the product.” If you want the broker to work for you, pay a commission. Fourth, Robinhood suspended trading in certain stocks because it was undercapitalized. It is possible that it wasn’t following the regulatory requirements. A regulatory sanction is probably appropriate – but as we’ll discuss below, we won’t be holding our breath.The punchline:Einhorn slamming Chamath and Elon for pouring the \"real jet fuel\" on the GME squeeze:Finally, we note that the real jet fuel on the GME squeeze came from Chamath Palihapitiya and Elon Musk, whose appearances on TV and Twitter, respectively, at a critical moment further destabilized the situation. Mr. Palihapitiya controls SoFi, which competes with Robinhood, and left us with the impression that by destabilizing GME he could harm a competitor. As for Mr. Musk, we are going to defend him, half-heartedly. If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla’s shares in 2018. The laws don’t apply to him and he can do whatever he wants. Many who would never support defunding the police have supported – and for all intents and purposes have succeeded – in almost completely defanging, if not defunding, the regulators. For the most part, quasi-anarchy appears to rule in markets. Sure, Dr. Michael Burry, famed for his role in The Big Short, reportedly received a visit from the SEC after tweeting warnings about recent market trends – and decided to stop publicly speaking truth to power. But for the most part, there is no cop on the beat. It’s as if there are no financial fraud prosecutors; companies and managements that are emboldened enough to engage in malfeasance have little to fear.Einhorn then concludes with three anecdotes to demonstrate his argument that this is not only an \"anything goes\" market where crime is rampant, but proving just how broken the market has become.First, consider the investigation of Tether by the Office of the Attorney General of New York (OAG). As Einhorn explains, \"tether is a cryptocurrency that is always worth a dollar (the value is “tethered” to the dollar). Tether is one of the largest cryptocurrencies with about $40 billion outstanding, yet it has not been audited or regulated in any serious manner. In theory, Tether is supposed to have $1 of cash backing every Tether issued. Except it didn’t, at least when it was investigated.\" Incidentally, for anyone still confused, Tether is how theChinese launder billions in domestic funds abroad and outside the Chinese firewallas we explained in December, although so far few have the desire to expose this reality. In any case, here is Einhorn's lament:The OAG conducted a two-year probe and found that Tether deceived clients and the market by overstating reserves and hiding approximately $850 million of losses around the globe. Tether and its sponsor, Bitfinex, “recklessly and unlawfully covered up massive financial losses to keep their scheme going and protect their bottom lines,” said the OAG. Further, “Tether’s claims that its virtual currency was fully backed by U.S. dollars at all times was a lie.”Did the OAG shut down Tether? Did anyone get arrested or even lose their job? Was the regulatory infrastructure changed to make sure this doesn’t happen again? No, of course not. The OAG assessed an $18.5 million penalty and Tether agreed to discontinue “any trading activity with New Yorkers.” It was as if Bernie Madoff had been told to pay a small fine and stop ripping off New Yorkers, but to go ahead and have fun with the Palm Beach crowd.Einhorn next highlights one of the stocks most hated by the bearish community: GSX:The media is focused on how the banks allowed excessive leverage and poorly (or properly) managed their risks. The real story is how Arch-Egos was able to buy up most of the float of GSX Techedu, causing the stock to soar 400% in the face of unrefuted allegations of massive fraud.The SEC has an ongoing investigation of GSX but appears to not have noticed a single fund (or a small group of funds) essentially cornering the market. A traditionalist could say this was market manipulation and transparently illegal.The professional poker player finally points out some of the insane moves observed in pennystocks in Q1, focusing on a tiny deli owner in rural NJ:Strange things happen to all kinds of stocks. Last year, on one day in June, the stocks of about a dozen bankrupt companies roughly doubled on enormous volume. Recently, the Wall Street Journal reported a boom in penny stocks.Someone pointed us to Hometown International (HWIN), which owns a single deli in rural New Jersey. The deli had $21,772 in sales in 2019 and only $13,976 in 2020, as it was closed due to COVID from March to September. HWIN reached a market cap of $113 million on February 8. The largest shareholder is also the CEO/CFO/Treasurer and a Director, who also happens to be the wrestling coach of the high school next door to the deli. The pastrami must be amazing. Small investors who get sucked into these situations are likely to be harmed eventually, yet the regulators – who are supposed to be protecting investors – appear to be neither present nor curious.We don't find it at all surprising that Einhorn's conclusion from his capital markets observations over the past quarter isidenticalto ours, when we discussed the insane stock moves that dominated much of January and February:\"From a traditional perspective, the market is fractured and possibly in the process of breaking completely.\"Einhorn's full letter is below:","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379992711,"gmtCreate":1618648961133,"gmtModify":1634291547616,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Can consider ","listText":"Can consider ","text":"Can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379992711","repostId":"2127834845","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379996487,"gmtCreate":1618648833649,"gmtModify":1634291548223,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Can consider ","listText":"Can consider ","text":"Can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379996487","repostId":"2127834845","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":167674161,"gmtCreate":1624267978453,"gmtModify":1634008662251,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"👍🏻 👍🏻 ","listText":"👍🏻 👍🏻 ","text":"👍🏻 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167674161","repostId":"1184501396","repostType":4,"repost":{"id":"1184501396","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624267024,"share":"https://www.laohu8.com/m/news/1184501396?lang=&edition=full","pubTime":"2021-06-21 17:17","market":"us","language":"en","title":"Orphazyme rose more than 6% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184501396","media":"Tiger Newspress","summary":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a c","content":"<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Orphazyme rose more than 6% in premarket trading </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\">\nOrphazyme rose more than 6% in premarket trading \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-21 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 21) Orphazyme rose more than 6% in premarket trading. </p>\n<p><img src=\"https://static.tigerbbs.com/a1e2eb27cc68ce74ddd21a64a64634cf\" tg-width=\"719\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p><b>What happened</b></p>\n<p>Shares of <b>Orphazyme</b>, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.</p>\n<p><b>So what</b></p>\n<p>The FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.</p>\n<p>Instead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.</p>\n<p>Many institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.</p>\n<p><b>Now what</b></p>\n<p>According to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.</p>\n<p>Some shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.</p>\n<p>Despite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184501396","content_text":"(June 21) Orphazyme rose more than 6% in premarket trading. \n\nWhat happened\nShares of Orphazyme, a clinical-stage biopharmaceutical company, got hammered after the Food and Drug Administration (FDA) refused to approve an application for the company's lead candidate. Investors are now uncertain when the biotech could have an approved product to sell, and pushed the stock 44.4% lower as of 12:12 p.m. EDT on last Friday.\nSo what\nThe FDA began reviewing an application for Orphazyme's lead candidate arimoclomol last September as a potential treatment for a rare but life-threatening disease called Neimann-Pick Disease Type-C (NPC). Earlier this month, shares of Orphazymeshot upmore than 200% in anticipation of a green light that never came.\nInstead of an approval decision for arimoclomol, the agency asked for more information in the form of a complete response letter (CRL). That came as a shock to heaps of investors who were new to the complex world of drug development and were expecting a massiveshort squeeze.\nMany institutional investors were betting against Orphazyme because its lead candidate failed to achieve the primary endpoint in the pivotal study underpinning the application. Arimoclomol also failed to improve patients' scores on a secondary endpoint specifically requested by the FDA.\nNow what\nAccording to Orphazyme, the company needs to further substantiate the validity of the primary endpoint that arimoclomol almost achieved. To satisfy the FDA, the company will most likely have to run a new pivotal study.\nSome shareholders remain hopeful that the European Medicines Agency will be less strict than the FDA. While the FDA's European colleague has been more lenient regarding treatments for rare diseases in the past, arimoclomol probably isn't moving forward until it produces some convincing clinical-trial results.\nDespite lacking a clear path forward, the Denmark-headquartered company still boasts a fairly large market cap in excess of $500 million at recent prices. Irrational expectations could keep it elevated, but this is way too high for anyclinical-stage biotechin Orphazyme's position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144027308,"gmtCreate":1626255579104,"gmtModify":1633928596949,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Urm","listText":"Urm","text":"Urm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144027308","repostId":"1176184294","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379994901,"gmtCreate":1618649126403,"gmtModify":1634291546648,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Urm","listText":"Urm","text":"Urm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379994901","repostId":"1156411249","repostType":4,"repost":{"id":"1156411249","kind":"news","pubTimestamp":1618562497,"share":"https://www.laohu8.com/m/news/1156411249?lang=&edition=full","pubTime":"2021-04-16 16:41","market":"us","language":"en","title":"Einhorn: \"The Market Is Fractured And In The Process Of Breaking Completely\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1156411249","media":"zerohedge","summary":"In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent t","content":"<p>In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in the first quarter, badly underperforming the 6.2% return for the S&P 500 index, before proceeding to bash the Fed, broken markets, Chamath and Elon, the basket of short stocks and much more.</p><p>That said, even though as Einhorn writes Greenlight made only a handful of portfolio changes and essentially broke even, \"a lot happened. In general, the investment environment – especially from mid-February through the end of the quarter – was favorable as value outperformed growth, and interest rates and inflation expectations rose.\"</p><p>He then asks if the tide has<i><b>finally</b></i>turned from Growth to Value, noting that \"after a very tough decade, we have only just begun a recovery as shown in this 45-year chart from Goldman Sachs research:\"</p><p><img src=\"https://static.tigerbbs.com/a5db342a0e7b68b8405ce6d4041b71a0\" tg-width=\"500\" tg-height=\"339\" referrerpolicy=\"no-referrer\">Part of the shift from growth to value, Einhorn writes, may be coming from higher inflation and inflation expectations. As measured by the inflation swap market, 10-year inflation expectations fell from 2.9% in September 2012 to 0.8% in March 2020. The only significant intervening bounce came in 2016, when expectations jumped from 1.5% to 2.3% on expectations of a major stimulus deal from the Trump admin (which never materialized). It is hardly a coincidence that that was the only year in the last decade in which value outperformed growth, as the Greenlight head notes. Fast forward to now, when after bottoming in March 2020, inflation expectations have recovered to 2.5%. The trend became clearer in the middle of May, and value started outperforming growth then, and especially since the middle of February. Indeed, aince May 15, the value-heavy Greenlight returned 80% of the S&P 500 index with half the net exposure.</p><p>Einhorn is even more optimistic about the future when it comes to the \"growth to value\" rotation:</p><blockquote><i>When the time comes, we will have to figure out how to perform better in deflationary periods. But for now, we believe inflation is only going one way – higher – and we are optimistic about our prospects. The wind is now at our backs. The economy is in full recovery mode. Household balance sheets are stronger than they have been in a long time and household income growth was up 13% in February compared to last year. And this is before the latest $1.9 trillion – with a “T” – pandemic relief stimulus. Corporate capital spending is booming. There are shortages and bottlenecks everywhere. Last month nearly one million jobs returned. There are signs of an emerging labor shortage.</i></blockquote><p>As for the Fed, the Greenlight boss writes that \"it fundamentally changed its framework last August. It no longer seems to care that monetary policy works with a lag. Actually, it has embraced an asymmetrical inflation policy: The Fed wants to be ahead of the curve on the downside to protect<s>the stock market and corporate bondholders</s>the economy. Behind the curve is fine on the way up no matter how frothy the stock market the recovery is. Now, it says it is only going to react to actual inflation that exceeds its 2% target for a period of time.\"</p><p>The letter then goes on to muse how the Fed will know when it is blowing the next bubble, and to stop:</p><blockquote><i>... the Fed has indicated that it believes any abnormally high inflation will be transitory. We wonder, how will the Fed know?</i> <i><b>Do price increases come with a label that says “transitory”?</b></i> <i>Our sense is that no matter how hot inflation gets in the coming months, the Fed will continue with zero interest rates and large-scale asset purchases. After all, the U.S. Treasury has a lot of debt to sell and it isn’t clear who, other than the Fed, can absorb the supply.</i></blockquote><p>It's not just Powell who is throwing caution to the wind: so are such mainstream econ \"experts\" as John Oliver:</p><blockquote><i>The bipartisan idea that deficits don’t matter has even reached popular culture. John Oliverdedicated an entire episodeof Last Week Tonight to browbeating anyone who is concerned about the growing national debt. His argument boiled down to: (1) nobody knows how much debt is too much; (2) we have a good need to spend money now; and (3) it won’t be a problem until inflation shows up, and we can deal with it then.</i></blockquote><p>To this, Einhorn's response is simple: \"Though one can debate whether the official government statistics are contrived to avoid capturing inflation\" - and as we have repeatedly noted, inflation is now decidedly a political measurement, one which has been gamed for decades to make it appears as low as possible \"shortages and bottlenecks accompanied by rising demand can only be solved through increased capacity and higher prices. We have also reset the baseline income for non-working adults; it will take higher wages to bring those marginally attached to the labor force back to work.\"</p><p>Concluding this part of the letter, Einhorn writes that while the Fed says it has the tools to fight inflation (and according to Bernanke can cut it in<i>15 minutes</i>), \"it remains to be seen if it will have the stomach to use them when the time comes. That<b>is a discussion for another day. Right now, we remain positioned for rising inflation and inflation expectations.</b>\"</p><p>The Greenlight letter then goes on to lay out just how it plans to capture these rising inflation expectations, listing its top positions as follows, and how they performed in the frist quarter:</p><ul><li><b>Brighthouse Financial (BHF, +22%)</b>benefitted from rising interest rates;</li><li><b>Danimer Scientific (DNMR, +61%)</b>began its life as a public company;</li><li><b>Concentrix (CNXC, +52%)</b>benefitted from strong demand and rising estimates;</li><li><b>Resideo Technologies (REZI, +33%)</b>was helped by the strong housing market;</li><li><b>Change Healthcare (CHNG, +18%)</b>agreed to be acquired by UnitedHealthcare;</li><li><b>AerCap Holdings (AER, +29%)</b>agreed to acquire GE Capital’s aircraft leasing business (GECAS) at a discount; and</li><li><b>An undisclosed healthcare short (-41%)</b>fell due to reduced government reimbursement for its product.</li></ul><p><i>(incidentally, at quarter-end, Greenlight's largest disclosed long positions were Atlas Air Worldwide, Brighthouse Financial, Change Healthcare, Danimer Scientific and Green Brick Partners, with a net average exposure of 118% long and 81% short).</i></p><p>Which is not to say that there were no glitches. One was underperformance by homebuilder and land-developer GRBK, the fund's largest position (more on this in the full letter below). The other performance drag was - as usual- Greenlight's \"short basket\" of bubble stocks.</p><p>What follows next is a tour de force from Einhorn lashing out at all the ways the market is broken, and how the Reddit insanity of Q1 exposed it for all to see:</p><blockquote><i>In late January, the market came to focus on companies with large short interests. Despite having a diversified portfolio, a number of our positions fell into this group and experienced sudden, sharp rises. We adjusted to the dynamic by reducing our exposure to single name shorts, both in number and sizing. To mitigate the potentially uncomfortable net long bias that would have resulted, we added macro hedges of market index and index option shorts. While we do not expect this to be a permanent change, we will evaluate and modify as we go.</i> <i><b>The performance of our short portfolio in 2020 and in early 2021 was unacceptable, so change is certainly needed.</b></i> <i>If we swing a little less hard, we should hit more balls. We have also revised our internal analyst incentive structure to fully emphasize alpha creation.Much has been made of the short-squeezes in late January. In fact, Congress held hearings, where it called the leaders of Robinhood, Melvin Capital and Citadel and an individual investor who made a great call on GameStop (GME) to testify. We have a few thoughts about this to share.</i> <i><b>First, it is very healthy for market participants to discuss and debate stocks.</b></i> <i>This is true both privately and publicly. There are rules about fraud and manipulation that need to be followed,</i> <i><b>but investors discussing why they think GME (or any other stock) should go up or down ought to be encouraged. There is no reason to drag anyone before Congress for making a stock pick.</b></i> <i>Second, it is also fine to make bad stock picks.</i> <i><b>If a hedge fund takes a big position in a stock and is wrong, it loses money. Isn’t this how it is supposed to work?</b></i> <i>Third,</i> <i><b>payment for order flow is just disguised commissions.</b></i> <i>We are in a world where consumers, especially young ones, expect internet services to be free, or at least free to them. A quote widely attributed to Richard Serra about commercial TV in 1973 says it best: “You’re not the customer; you’re the product.”</i> <i><b>If you want the broker to work for you, pay a commission.</b></i> <i>Fourth, Robinhood suspended trading in certain stocks because it was undercapitalized. It is possible that it wasn’t following the regulatory requirements. A regulatory sanction is probably appropriate – but as we’ll discuss below, we won’t be holding our breath.</i></blockquote><p>The punchline:<i>Einhorn slamming Chamath and Elon for pouring the \"real jet fuel\" on the GME squeeze:</i></p><blockquote><i>Finally, we note that the real jet fuel on the GME squeeze came from Chamath Palihapitiya and Elon Musk, whose appearances on TV and Twitter, respectively, at a critical moment further destabilized the situation.</i> <i><b>Mr. Palihapitiya controls SoFi, which competes with Robinhood, and left us with the impression that by destabilizing GME he could harm a competitor.</b></i> <i>As for Mr. Musk,</i> <i><b>we are going to defend him, half-heartedly. If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla’s shares in 2018. The laws don’t apply to him and he can do whatever he wants.</b></i> <i>Many who would never support defunding the police have supported – and for all intents and purposes have succeeded – in almost completely defanging, if not defunding, the regulators. For the most part, quasi-anarchy appears to rule in markets.</i> <i><b>Sure, Dr. Michael Burry, famed for his role in The Big Short, reportedly received a visit from the SEC after tweeting warnings about recent market trends – and decided to stop publicly speaking truth to power. But for the most part, there is no cop on the beat.</b></i> <i>It’s as if there are no financial fraud prosecutors; companies and managements that are emboldened enough to engage in malfeasance have little to fear.</i></blockquote><p>Einhorn then concludes with three anecdotes to demonstrate his argument that this is not only an \"anything goes\" market where crime is rampant, but proving just how broken the market has become.</p><p>First, consider the investigation of Tether by the Office of the Attorney General of New York (OAG). As Einhorn explains, \"tether is a cryptocurrency that is always worth a dollar (the value is “tethered” to the dollar). Tether is one of the largest cryptocurrencies with about $40 billion outstanding, yet it has not been audited or regulated in any serious manner. In theory, Tether is supposed to have $1 of cash backing every Tether issued. Except it didn’t, at least when it was investigated.\" Incidentally, for anyone still confused, Tether is how theChinese launder billions in domestic funds abroad and outside the Chinese firewallas we explained in December, although so far few have the desire to expose this reality. In any case, here is Einhorn's lament:</p><blockquote><i>The OAG conducted a two-year probe and found that Tether deceived clients and the market by overstating reserves and hiding approximately $850 million of losses around the globe. Tether and its sponsor, Bitfinex, “recklessly and unlawfully covered up massive financial losses to keep their scheme going and protect their bottom lines,” said the OAG. Further, “Tether’s claims that its virtual currency was fully backed by U.S. dollars at all times was a lie.”Did the OAG shut down Tether? Did anyone get arrested or even lose their job? Was the regulatory infrastructure changed to make sure this doesn’t happen again? No, of course not. The OAG assessed an $18.5 million penalty and Tether agreed to discontinue “any trading activity with New Yorkers.” It was as if Bernie Madoff had been told to pay a small fine and stop ripping off New Yorkers, but to go ahead and have fun with the Palm Beach crowd.</i></blockquote><p>Einhorn next highlights one of the stocks most hated by the bearish community: GSX:</p><blockquote>The media is focused on how the banks allowed excessive leverage and poorly (or properly) managed their risks. The real story is how Arch-Egos was able to buy up most of the float of GSX Techedu, <b>causing the stock to soar 400% in the face of unrefuted allegations of massive fraud.</b>The SEC has an ongoing investigation of GSX but appears to not have noticed a single fund (or a small group of funds) essentially cornering the market. A traditionalist could say this was market manipulation and transparently illegal.</blockquote><p>The professional poker player finally points out some of the insane moves observed in pennystocks in Q1, focusing on a tiny deli owner in rural NJ:</p><blockquote><i>Strange things happen to all kinds of stocks. Last year, on one day in June, the stocks of about a dozen bankrupt companies roughly doubled on enormous volume. Recently, the Wall Street Journal reported a boom in penny stocks.Someone pointed us to Hometown International (HWIN), which owns a single deli in rural New Jersey. The deli had $21,772 in sales in 2019 and only $13,976 in 2020, as it was closed due to COVID from March to September.</i> <i><b>HWIN reached a market cap of $113 million on February 8.</b></i> <i>The largest shareholder is also the CEO/CFO/Treasurer and a Director, who also happens to be the wrestling coach of the high school next door to the deli. The pastrami must be amazing. Small investors who get sucked into these situations are likely to be harmed eventually, yet the regulators – who are supposed to be protecting investors – appear to be neither present nor curious.</i></blockquote><p>We don't find it at all surprising that Einhorn's conclusion from his capital markets observations over the past quarter is<i>identical</i>to ours, when we discussed the insane stock moves that dominated much of January and February:</p><blockquote><i><b>\"From a traditional perspective, the market is fractured and possibly in the process of breaking completely.\"</b></i></blockquote><p>Einhorn's full letter is below:</p><p><img src=\"https://static.tigerbbs.com/519bd51d93865787f487bbfdc930c706\" tg-width=\"946\" tg-height=\"496\"><img src=\"https://static.tigerbbs.com/1691d37b71b28794a2bc900aaf5b313e\" tg-width=\"857\" tg-height=\"687\"><img src=\"https://static.tigerbbs.com/a5d1e93a00a6d64936e9c09b9b940dbf\" tg-width=\"891\" tg-height=\"719\"><img src=\"https://static.tigerbbs.com/0c11ad8e34545a98ba8ee9c4fa8a78d9\" tg-width=\"909\" tg-height=\"477\"><img src=\"https://static.tigerbbs.com/fc8253cd105c8e2727495e1d34c6769b\" tg-width=\"887\" tg-height=\"719\"><img src=\"https://static.tigerbbs.com/e120ac355802479930a1b1e84bf46e3e\" tg-width=\"901\" tg-height=\"528\"><img src=\"https://static.tigerbbs.com/28989c8e07df2deede3e092055e09e70\" tg-width=\"895\" tg-height=\"564\"><img src=\"https://static.tigerbbs.com/7d526b287d859e129d81853c0be2ace0\" tg-width=\"869\" tg-height=\"559\"><img src=\"https://static.tigerbbs.com/8599ce79c9573aed1ca3b1266bd3400a\" tg-width=\"871\" tg-height=\"534\"><img src=\"https://static.tigerbbs.com/3ae554a242066a92e4095f35260ce325\" tg-width=\"917\" tg-height=\"639\"><img src=\"https://static.tigerbbs.com/df45fd1c31a9a0b5a376ec0fe6037598\" tg-width=\"883\" tg-height=\"522\"><img src=\"https://static.tigerbbs.com/b72d0f63d22768ed27882dca1e9f6048\" tg-width=\"878\" tg-height=\"420\"><img src=\"https://static.tigerbbs.com/cf93a682ea1bc652b5107e7ecf902b84\" tg-width=\"862\" tg-height=\"456\"><img src=\"https://static.tigerbbs.com/f0326abf9ee7f93425e7d4cb20e1f375\" tg-width=\"900\" tg-height=\"657\"></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\">\nEinhorn: \"The Market Is Fractured And In The Process Of Breaking Completely\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 16:41 GMT+8 <a href=https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/einhorn-market-fractured-and-process-breaking-completely","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156411249","content_text":"In many ways, David Einhorn's Greenlight appears to be back to its \"new normal\" - in a letter sent to investors, Einhorn writes that Greenlight again underperformed the market and returned -0.1% in the first quarter, badly underperforming the 6.2% return for the S&P 500 index, before proceeding to bash the Fed, broken markets, Chamath and Elon, the basket of short stocks and much more.That said, even though as Einhorn writes Greenlight made only a handful of portfolio changes and essentially broke even, \"a lot happened. In general, the investment environment – especially from mid-February through the end of the quarter – was favorable as value outperformed growth, and interest rates and inflation expectations rose.\"He then asks if the tide hasfinallyturned from Growth to Value, noting that \"after a very tough decade, we have only just begun a recovery as shown in this 45-year chart from Goldman Sachs research:\"Part of the shift from growth to value, Einhorn writes, may be coming from higher inflation and inflation expectations. As measured by the inflation swap market, 10-year inflation expectations fell from 2.9% in September 2012 to 0.8% in March 2020. The only significant intervening bounce came in 2016, when expectations jumped from 1.5% to 2.3% on expectations of a major stimulus deal from the Trump admin (which never materialized). It is hardly a coincidence that that was the only year in the last decade in which value outperformed growth, as the Greenlight head notes. Fast forward to now, when after bottoming in March 2020, inflation expectations have recovered to 2.5%. The trend became clearer in the middle of May, and value started outperforming growth then, and especially since the middle of February. Indeed, aince May 15, the value-heavy Greenlight returned 80% of the S&P 500 index with half the net exposure.Einhorn is even more optimistic about the future when it comes to the \"growth to value\" rotation:When the time comes, we will have to figure out how to perform better in deflationary periods. But for now, we believe inflation is only going one way – higher – and we are optimistic about our prospects. The wind is now at our backs. The economy is in full recovery mode. Household balance sheets are stronger than they have been in a long time and household income growth was up 13% in February compared to last year. And this is before the latest $1.9 trillion – with a “T” – pandemic relief stimulus. Corporate capital spending is booming. There are shortages and bottlenecks everywhere. Last month nearly one million jobs returned. There are signs of an emerging labor shortage.As for the Fed, the Greenlight boss writes that \"it fundamentally changed its framework last August. It no longer seems to care that monetary policy works with a lag. Actually, it has embraced an asymmetrical inflation policy: The Fed wants to be ahead of the curve on the downside to protectthe stock market and corporate bondholdersthe economy. Behind the curve is fine on the way up no matter how frothy the stock market the recovery is. Now, it says it is only going to react to actual inflation that exceeds its 2% target for a period of time.\"The letter then goes on to muse how the Fed will know when it is blowing the next bubble, and to stop:... the Fed has indicated that it believes any abnormally high inflation will be transitory. We wonder, how will the Fed know? Do price increases come with a label that says “transitory”? Our sense is that no matter how hot inflation gets in the coming months, the Fed will continue with zero interest rates and large-scale asset purchases. After all, the U.S. Treasury has a lot of debt to sell and it isn’t clear who, other than the Fed, can absorb the supply.It's not just Powell who is throwing caution to the wind: so are such mainstream econ \"experts\" as John Oliver:The bipartisan idea that deficits don’t matter has even reached popular culture. John Oliverdedicated an entire episodeof Last Week Tonight to browbeating anyone who is concerned about the growing national debt. His argument boiled down to: (1) nobody knows how much debt is too much; (2) we have a good need to spend money now; and (3) it won’t be a problem until inflation shows up, and we can deal with it then.To this, Einhorn's response is simple: \"Though one can debate whether the official government statistics are contrived to avoid capturing inflation\" - and as we have repeatedly noted, inflation is now decidedly a political measurement, one which has been gamed for decades to make it appears as low as possible \"shortages and bottlenecks accompanied by rising demand can only be solved through increased capacity and higher prices. We have also reset the baseline income for non-working adults; it will take higher wages to bring those marginally attached to the labor force back to work.\"Concluding this part of the letter, Einhorn writes that while the Fed says it has the tools to fight inflation (and according to Bernanke can cut it in15 minutes), \"it remains to be seen if it will have the stomach to use them when the time comes. Thatis a discussion for another day. Right now, we remain positioned for rising inflation and inflation expectations.\"The Greenlight letter then goes on to lay out just how it plans to capture these rising inflation expectations, listing its top positions as follows, and how they performed in the frist quarter:Brighthouse Financial (BHF, +22%)benefitted from rising interest rates;Danimer Scientific (DNMR, +61%)began its life as a public company;Concentrix (CNXC, +52%)benefitted from strong demand and rising estimates;Resideo Technologies (REZI, +33%)was helped by the strong housing market;Change Healthcare (CHNG, +18%)agreed to be acquired by UnitedHealthcare;AerCap Holdings (AER, +29%)agreed to acquire GE Capital’s aircraft leasing business (GECAS) at a discount; andAn undisclosed healthcare short (-41%)fell due to reduced government reimbursement for its product.(incidentally, at quarter-end, Greenlight's largest disclosed long positions were Atlas Air Worldwide, Brighthouse Financial, Change Healthcare, Danimer Scientific and Green Brick Partners, with a net average exposure of 118% long and 81% short).Which is not to say that there were no glitches. One was underperformance by homebuilder and land-developer GRBK, the fund's largest position (more on this in the full letter below). The other performance drag was - as usual- Greenlight's \"short basket\" of bubble stocks.What follows next is a tour de force from Einhorn lashing out at all the ways the market is broken, and how the Reddit insanity of Q1 exposed it for all to see:In late January, the market came to focus on companies with large short interests. Despite having a diversified portfolio, a number of our positions fell into this group and experienced sudden, sharp rises. We adjusted to the dynamic by reducing our exposure to single name shorts, both in number and sizing. To mitigate the potentially uncomfortable net long bias that would have resulted, we added macro hedges of market index and index option shorts. While we do not expect this to be a permanent change, we will evaluate and modify as we go. The performance of our short portfolio in 2020 and in early 2021 was unacceptable, so change is certainly needed. If we swing a little less hard, we should hit more balls. We have also revised our internal analyst incentive structure to fully emphasize alpha creation.Much has been made of the short-squeezes in late January. In fact, Congress held hearings, where it called the leaders of Robinhood, Melvin Capital and Citadel and an individual investor who made a great call on GameStop (GME) to testify. We have a few thoughts about this to share. First, it is very healthy for market participants to discuss and debate stocks. This is true both privately and publicly. There are rules about fraud and manipulation that need to be followed, but investors discussing why they think GME (or any other stock) should go up or down ought to be encouraged. There is no reason to drag anyone before Congress for making a stock pick. Second, it is also fine to make bad stock picks. If a hedge fund takes a big position in a stock and is wrong, it loses money. Isn’t this how it is supposed to work? Third, payment for order flow is just disguised commissions. We are in a world where consumers, especially young ones, expect internet services to be free, or at least free to them. A quote widely attributed to Richard Serra about commercial TV in 1973 says it best: “You’re not the customer; you’re the product.” If you want the broker to work for you, pay a commission. Fourth, Robinhood suspended trading in certain stocks because it was undercapitalized. It is possible that it wasn’t following the regulatory requirements. A regulatory sanction is probably appropriate – but as we’ll discuss below, we won’t be holding our breath.The punchline:Einhorn slamming Chamath and Elon for pouring the \"real jet fuel\" on the GME squeeze:Finally, we note that the real jet fuel on the GME squeeze came from Chamath Palihapitiya and Elon Musk, whose appearances on TV and Twitter, respectively, at a critical moment further destabilized the situation. Mr. Palihapitiya controls SoFi, which competes with Robinhood, and left us with the impression that by destabilizing GME he could harm a competitor. As for Mr. Musk, we are going to defend him, half-heartedly. If regulators wanted Elon Musk to stop manipulating stocks, they should have done so with more than a light slap on the wrist when they accused him of manipulating Tesla’s shares in 2018. The laws don’t apply to him and he can do whatever he wants. Many who would never support defunding the police have supported – and for all intents and purposes have succeeded – in almost completely defanging, if not defunding, the regulators. For the most part, quasi-anarchy appears to rule in markets. Sure, Dr. Michael Burry, famed for his role in The Big Short, reportedly received a visit from the SEC after tweeting warnings about recent market trends – and decided to stop publicly speaking truth to power. But for the most part, there is no cop on the beat. It’s as if there are no financial fraud prosecutors; companies and managements that are emboldened enough to engage in malfeasance have little to fear.Einhorn then concludes with three anecdotes to demonstrate his argument that this is not only an \"anything goes\" market where crime is rampant, but proving just how broken the market has become.First, consider the investigation of Tether by the Office of the Attorney General of New York (OAG). As Einhorn explains, \"tether is a cryptocurrency that is always worth a dollar (the value is “tethered” to the dollar). Tether is one of the largest cryptocurrencies with about $40 billion outstanding, yet it has not been audited or regulated in any serious manner. In theory, Tether is supposed to have $1 of cash backing every Tether issued. Except it didn’t, at least when it was investigated.\" Incidentally, for anyone still confused, Tether is how theChinese launder billions in domestic funds abroad and outside the Chinese firewallas we explained in December, although so far few have the desire to expose this reality. In any case, here is Einhorn's lament:The OAG conducted a two-year probe and found that Tether deceived clients and the market by overstating reserves and hiding approximately $850 million of losses around the globe. Tether and its sponsor, Bitfinex, “recklessly and unlawfully covered up massive financial losses to keep their scheme going and protect their bottom lines,” said the OAG. Further, “Tether’s claims that its virtual currency was fully backed by U.S. dollars at all times was a lie.”Did the OAG shut down Tether? Did anyone get arrested or even lose their job? Was the regulatory infrastructure changed to make sure this doesn’t happen again? No, of course not. The OAG assessed an $18.5 million penalty and Tether agreed to discontinue “any trading activity with New Yorkers.” It was as if Bernie Madoff had been told to pay a small fine and stop ripping off New Yorkers, but to go ahead and have fun with the Palm Beach crowd.Einhorn next highlights one of the stocks most hated by the bearish community: GSX:The media is focused on how the banks allowed excessive leverage and poorly (or properly) managed their risks. The real story is how Arch-Egos was able to buy up most of the float of GSX Techedu, causing the stock to soar 400% in the face of unrefuted allegations of massive fraud.The SEC has an ongoing investigation of GSX but appears to not have noticed a single fund (or a small group of funds) essentially cornering the market. A traditionalist could say this was market manipulation and transparently illegal.The professional poker player finally points out some of the insane moves observed in pennystocks in Q1, focusing on a tiny deli owner in rural NJ:Strange things happen to all kinds of stocks. Last year, on one day in June, the stocks of about a dozen bankrupt companies roughly doubled on enormous volume. Recently, the Wall Street Journal reported a boom in penny stocks.Someone pointed us to Hometown International (HWIN), which owns a single deli in rural New Jersey. The deli had $21,772 in sales in 2019 and only $13,976 in 2020, as it was closed due to COVID from March to September. HWIN reached a market cap of $113 million on February 8. The largest shareholder is also the CEO/CFO/Treasurer and a Director, who also happens to be the wrestling coach of the high school next door to the deli. The pastrami must be amazing. Small investors who get sucked into these situations are likely to be harmed eventually, yet the regulators – who are supposed to be protecting investors – appear to be neither present nor curious.We don't find it at all surprising that Einhorn's conclusion from his capital markets observations over the past quarter isidenticalto ours, when we discussed the insane stock moves that dominated much of January and February:\"From a traditional perspective, the market is fractured and possibly in the process of breaking completely.\"Einhorn's full letter is below:","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379992711,"gmtCreate":1618648961133,"gmtModify":1634291547616,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Can consider ","listText":"Can consider ","text":"Can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379992711","repostId":"2127834845","repostType":4,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379996487,"gmtCreate":1618648833649,"gmtModify":1634291548223,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Can consider ","listText":"Can consider ","text":"Can consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379996487","repostId":"2127834845","repostType":4,"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630806136,"gmtCreate":1642760610987,"gmtModify":1642760611055,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"👍🏻 ","listText":"👍🏻 ","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630806136","repostId":"1153780505","repostType":2,"repost":{"id":"1153780505","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642755840,"share":"https://www.laohu8.com/m/news/1153780505?lang=&edition=full","pubTime":"2022-01-21 17:04","market":"uk","language":"zh","title":"综述:A股又跳水!股民满仓东北药茅爆仓巨亏","url":"https://stock-news.laohu8.com/highlight/detail?id=1153780505","media":"老虎资讯综合","summary":"要闻回顾1、外汇管理局:未来还会有更多国际资金参与中国金融市场国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。","content":"<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、外汇管理局:未来还会有更多国际资金参与中国金融市场</b></p><p>国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。利用两个市场、两种资源,随着中国金融开放不断扩大,未来还会有更多的国际资金参与中国金融市场。</p><p><b>2、交通运输部:“十四五”加快新能源和清洁能源运输装备推广应用</b></p><p>交通运输部印发《绿色交通“十四五”发展规划》提出,加快新能源和清洁能源运输装备推广应用。加快推进城市公交、出租、物流配送等领域新能源汽车推广应用,国家生态文明试验区、大气污染防治重点区域新增或更新的公交、出租、物流配送等车辆中新能源汽车比例不低于80%。</p><p><b>3、<a href=\"https://laohu8.com/S/688166\">博瑞医药</a>:已拿到新冠口服药仿制授权 产能规划信息后续会披露</b></p><p>昨日五家中国药企获准仿制<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药,包括<a href=\"https://laohu8.com/S/600196\">复星医药</a>、博瑞医药、石家庄龙泽制药与上海迪赛诺以及<a href=\"https://laohu8.com/S/01873\">维亚生物</a>旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。</p><p><b>4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元</b></p><p>工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。</p><p><b>港股</b></p><p>港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。<img src=\"https://static.tigerbbs.com/c85d09790ddde3409802155fc05d4e97\" tg-width=\"469\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股涨跌各异,<a href=\"https://laohu8.com/S/09618\">京东</a>涨超2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>小幅收涨,<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。</p><p><b>A股</b></p><p>今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。<img src=\"https://static.tigerbbs.com/3cd283653f46b198c796d395ddabd516\" tg-width=\"462\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、<a href=\"https://laohu8.com/S/600702\">舍得酒业</a>等股涨幅居前。</p><p>今日新冠检测板块大幅杀跌,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,<a href=\"https://laohu8.com/S/300584\">海辰药业</a>20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,<a href=\"https://laohu8.com/S/02196\">复星医药</a>、<a href=\"https://laohu8.com/S/688488\">艾迪药业</a>也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,<a href=\"https://laohu8.com/S/000428\">华天酒店</a>、<a href=\"https://laohu8.com/S/600706\">曲江文旅</a>、<a href=\"https://laohu8.com/S/002059\">云南旅游</a>等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,<a href=\"https://laohu8.com/S/600847\">万里股份</a>涨停,<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002606\">大连电瓷</a>、<a href=\"https://laohu8.com/S/002196\">方正电机</a>等股跟涨。</p><p>焦点个股方面,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。</p><p>1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。</p><p>有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 <img src=\"https://static.tigerbbs.com/abcb7804ac921465139fce309a591240\" tg-width=\"471\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段悉数下跌。<img src=\"https://static.tigerbbs.com/3797b50f29221a816253034cbf026f79\" tg-width=\"641\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。</p><p>日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。</li></ul><p><b>原油</b></p><p>美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。</p><p>澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”</p><p>国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>都预测今年晚些时候油价将达到每桶100美元,不过<a href=\"https://laohu8.com/S/C\">花旗</a>警告称,本季度之后,坚持看涨油价的观点可能会带来危险。</p><p>花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。</p><p>ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”</p><p>油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。</p><p>根据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。<img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。</li><li>布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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综述:A股又跳水!股民满仓东北药茅爆仓巨亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-21 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、外汇管理局:未来还会有更多国际资金参与中国金融市场</b></p><p>国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。利用两个市场、两种资源,随着中国金融开放不断扩大,未来还会有更多的国际资金参与中国金融市场。</p><p><b>2、交通运输部:“十四五”加快新能源和清洁能源运输装备推广应用</b></p><p>交通运输部印发《绿色交通“十四五”发展规划》提出,加快新能源和清洁能源运输装备推广应用。加快推进城市公交、出租、物流配送等领域新能源汽车推广应用,国家生态文明试验区、大气污染防治重点区域新增或更新的公交、出租、物流配送等车辆中新能源汽车比例不低于80%。</p><p><b>3、<a href=\"https://laohu8.com/S/688166\">博瑞医药</a>:已拿到新冠口服药仿制授权 产能规划信息后续会披露</b></p><p>昨日五家中国药企获准仿制<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药,包括<a href=\"https://laohu8.com/S/600196\">复星医药</a>、博瑞医药、石家庄龙泽制药与上海迪赛诺以及<a href=\"https://laohu8.com/S/01873\">维亚生物</a>旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。</p><p><b>4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元</b></p><p>工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。</p><p><b>港股</b></p><p>港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。<img src=\"https://static.tigerbbs.com/c85d09790ddde3409802155fc05d4e97\" tg-width=\"469\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股涨跌各异,<a href=\"https://laohu8.com/S/09618\">京东</a>涨超2%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>小幅收涨,<a href=\"https://laohu8.com/S/09999\">网易</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。</p><p><b>A股</b></p><p>今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。<img src=\"https://static.tigerbbs.com/3cd283653f46b198c796d395ddabd516\" tg-width=\"462\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/>盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、<a href=\"https://laohu8.com/S/600702\">舍得酒业</a>等股涨幅居前。</p><p>今日新冠检测板块大幅杀跌,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,<a href=\"https://laohu8.com/S/300584\">海辰药业</a>20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,<a href=\"https://laohu8.com/S/02196\">复星医药</a>、<a href=\"https://laohu8.com/S/688488\">艾迪药业</a>也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,<a href=\"https://laohu8.com/S/000428\">华天酒店</a>、<a href=\"https://laohu8.com/S/600706\">曲江文旅</a>、<a href=\"https://laohu8.com/S/002059\">云南旅游</a>等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,<a href=\"https://laohu8.com/S/600847\">万里股份</a>涨停,<a href=\"https://laohu8.com/S/002176\">江特电机</a>、<a href=\"https://laohu8.com/S/002606\">大连电瓷</a>、<a href=\"https://laohu8.com/S/002196\">方正电机</a>等股跟涨。</p><p>焦点个股方面,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。</p><p>1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。</p><p>有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 <img src=\"https://static.tigerbbs.com/abcb7804ac921465139fce309a591240\" tg-width=\"471\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段悉数下跌。<img src=\"https://static.tigerbbs.com/3797b50f29221a816253034cbf026f79\" tg-width=\"641\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。</p><p>日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。</li></ul><p><b>原油</b></p><p>美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。</p><p>澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”</p><p>国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>都预测今年晚些时候油价将达到每桶100美元,不过<a href=\"https://laohu8.com/S/C\">花旗</a>警告称,本季度之后,坚持看涨油价的观点可能会带来危险。</p><p>花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。</p><p>ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”</p><p>油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。</p><p>根据<a href=\"https://laohu8.com/S/USEG\">美国能源</a>署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。<img src=\"https://static.tigerbbs.com/6d22591cc056cb307613be775b46cd9e\" tg-width=\"651\" tg-height=\"190\" referrerpolicy=\"no-referrer\"/>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。</li><li>布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399006":"创业板指","399102":"创业板综","HSCEI":"国企指数","HSI":"恒生指数","000001.SH":"上证指数","HSTECH":"恒生科技指数","HSCCI":"红筹指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153780505","content_text":"要闻回顾1、外汇管理局:未来还会有更多国际资金参与中国金融市场国家外汇管理局在1月21日的国新办发布会上披露,2018年至2021年,外资累计净增持中国境内股票和债券超7000亿美元,年均增速34%。利用两个市场、两种资源,随着中国金融开放不断扩大,未来还会有更多的国际资金参与中国金融市场。2、交通运输部:“十四五”加快新能源和清洁能源运输装备推广应用交通运输部印发《绿色交通“十四五”发展规划》提出,加快新能源和清洁能源运输装备推广应用。加快推进城市公交、出租、物流配送等领域新能源汽车推广应用,国家生态文明试验区、大气污染防治重点区域新增或更新的公交、出租、物流配送等车辆中新能源汽车比例不低于80%。3、博瑞医药:已拿到新冠口服药仿制授权 产能规划信息后续会披露昨日五家中国药企获准仿制默沙东新冠口服药,包括复星医药、博瑞医药、石家庄龙泽制药与上海迪赛诺以及维亚生物旗下朗华制药。《科创板日报》记者以投资者身份致电博瑞医药了解到,公司获得许可同时生产Molnupiravir原料药和成品药。关于具体的产能规划,公司则表示目前只是拿到了授权,具体信息后续会披露公告。4、工信部等三部门:到2025年环保装备制造业产值力争达到1.3万亿元工信部等三部门印发《环保装备制造业高质量发展行动计划(2022—2025年)》。到2025年,行业技术水平明显提升,一批制约行业发展的关键短板技术装备取得突破,高效低碳环保技术装备产品供给能力显著提升,充分满足重大环境治理需求。行业综合实力持续增强,核心竞争力稳步提高,打造若干专精特新“小巨人”企业,培育一批具有国际竞争优势的细分领域的制造业单项冠军企业,形成上中下游、大中小企业融通发展的新格局,多元化互补的发展模式更加凸显。环保装备制造业产值力争达到1.3万亿元。港股港股未能延续昨日大反弹行情,恒指微升0.05%,国指涨0.29%,恒生科技指数跌0.44%。盘面上,大型科技股涨跌各异,京东涨超2%,腾讯、百度小幅收涨,网易、阿里巴巴跌超3%; 国务院印发十四五旅游业发展规划,旅游相关产业链股集体上涨,携程集团、同程旅游领衔走高,啤酒股、餐饮股、濠赌股、乳制品股、煤炭股表现活跃。另一方面,军工股跌幅靠前,中医药股、港口航运股、恒大概念股全天萎靡。A股今日两市再度回调,截止收盘,沪指跌0.91%报3522.57点,深成指跌、创业板指跌超1%。两市1370股上涨,3100股下跌,跌幅在9%以上个股达110只,成交额不足万亿,北上资金净买入87.58亿。盘面上,仅白酒、煤炭、旅游等少数板块逆势走强,医药生物、新冠检测板块大幅杀跌,此前火热的预制菜板块也集体回调。总体看,两市再现普跌格局,市场下跌股超3000只,市场成交额跌破万亿,北向资金却逆势抄底超80亿。具体来看,白酒板块逆势走强,贡井贡酒、迎驾贡酒、舍得酒业等股涨幅居前。今日新冠检测板块大幅杀跌,14倍大妖股九安医疗一分钟砸至跌停,小幅反弹后全天封死跌停板。今日多只医药股大跌,海辰药业20%跌停,该股今年以来一度实现翻倍。此前消息称,5家中企获准免费仿制新冠口服药,入围的博瑞医药20%涨停,复星医药、艾迪药业也大幅走高。国务院印发十四五旅游业发展规划,今日旅游板块走势较为活跃,华天酒店、曲江文旅、云南旅游等多股涨停。发改委等部门印发《促进绿色消费实施方案》,今日新能源赛道迎来反弹,万里股份涨停,江特电机、大连电瓷、方正电机等股跟涨。焦点个股方面,长春高新连续三日跌停,最新市值较去年5月份的高点已蒸发近1300亿元。公司今日公告,相关董监高人员1月21日合计增持84700股。1月19日,广东省药品交易中心发布《广东联盟双氯芬酸等药品集中带量采购文件》,公布了276个药品采购清单,其中,长春高新子公司金赛药业的重组人生长激素被纳入集采。有网友在网上发帖,一个朋友满仓满融长春高新,20日爆仓了,亏了260万。此时此刻,我的感想,任何投资技巧和逻辑都是虚无的,格雷厄姆和巴菲特提出的投资就是参股做生意,寻找安全边际,恪守能力圈,正确对待市场先生依然是指引我们在金融市场大海中乘风破浪的最佳法则。美股美股三大指数期货盘前时段涨跌不一。截至发稿,道指期货涨0.15%;标普500指数期货跌0.07%;纳斯达克100指数期货跌0.53%。 欧洲股市欧洲主要股市在盘初时段悉数下跌。大宗商品黄金亚洲时段,现货黄金徘徊于1838附近。周四(1月19日)金价冲高回落,通胀担忧一度支撑金价升至两个月新高,与此同时,疲软的初请数据以及地缘政治危机继续吸引买盘进入。不过,美元走强令金价尾盘回吐涨幅。日内可以关注美国财长耶伦在达沃斯论坛上的讲话以及欧元区1月消费者信心指数。截至北京时间16:23,大宗商品行情显示:现货黄金价格跌10.55美元或约0.57%,报1832.05美元/盎司。原油美国原油库存意外增加,汽油供应增幅超过预期之后,油价从2014年以来的最高水平继续下跌。WTI原油期货下跌逾3%,随后收复部分失地,收于每桶84美元左右。根据政府数据,原油库存八周以来首次上升,而汽油供应增长超过调查预测中值的两倍。白宫还表示,在油价反弹后,可以加快释放战略石油储备。澳大利亚和新西兰银行集团高级商品策略师Daniel Hynes表示:“本周我们看到了一些不错的收益,看到一些回调也不足为奇。前景仍然很光明,没有什么根本上的改变。”国际能源署(IEA)本周表示,石油市场看上去比此前预计的更为紧张,尽管omicron变种迅速蔓延,但需求证明是有弹性的。摩根士丹利和高盛都预测今年晚些时候油价将达到每桶100美元,不过花旗警告称,本季度之后,坚持看涨油价的观点可能会带来危险。花旗预计,未来7个季度全球石油市场将进入结构性过剩,需求预计将在第二季度下降或保持不变。该行表示,供应意外中断现象也有所缓解。ING Groep NV大宗商品策略主管Warren Patterson表示:“市场有点超前了。我们已经处于超买区间一段时间了,我认为我们早该进行一次向下修正了。”油价上涨对石油消费国和各国央行构成挑战,因为它们试图在支持经济增长的同时遏制通胀。拜登政府本周重申了应对油价上涨的承诺,尽管应对能源价格上涨的选择有限。根据美国能源署的数据,上周美国原油库存增加了51.5万桶。汽油库存增加587万桶,调查中预估为增加260万桶。截至北京时间16:23,大宗商品行情显示:美国WTI原油期货价格跌1.86美元或2.17%,报83.69美元/桶。布伦特原油期货价格跌1.75美元或1.98%,报86.63美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697794566,"gmtCreate":1642584986353,"gmtModify":1642585062928,"author":{"id":"3581737440579845","authorId":"3581737440579845","name":"KwokHing","avatar":"https://static.tigerbbs.com/d80ee49f7842f3db214b610908d8374d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581737440579845","authorIdStr":"3581737440579845"},"themes":[],"htmlText":"Wah","listText":"Wah","text":"Wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697794566","repostId":"1105738595","repostType":2,"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}