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2021-12-06

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2021-10-19

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2021-10-18

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Why Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote>

2021-10-15

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花旗：10月首周长汽、吉利及比亚迪销售强劲料车股重估势头持续到11月底

2021-10-06

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赣锋锂业(01772.HK)跌3.25%

2021-10-05

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港股异动︱赣锋锂业(01772)涨超8% 大摩称看好锂板块并倾向推荐赣锋锂业

2021-09-21

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Hong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote>

2021-09-15

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智通港股解盘(09.14) | 锂辉石精矿拍卖超预期

2021-09-13

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大摩料内地延批游戏是针对未成年反成瘾措施不认为与2018年时全面停批相同

2021-09-04

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2021-08-01

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2021-07-30

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2021-07-27

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2021-07-19

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2021-07-13

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2021-07-08

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2021-07-07

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2021-07-03

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2021-07-01

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5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote>

2021-06-28

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Brookfield Unit Signs $5 Billion Deal for TDR-Backed Modulaire<blockquote>Brookfield部门签署价值50亿美元的TDR支持的Modulaire协议</blockquote>

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634549845,"share":"https://www.laohu8.com/m/news/1107510748?lang=zh_CN&edition=full","pubTime":"2021-10-18 17:37","market":"us","language":"en","title":"Why Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107510748","media":"Benzinga","summary":"$Tesla Motors$’s robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to Wedbush Securities.The Tesla Analyst: Wedbush analyst DanielIves has maintained an Outperform rating and 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long-time Tesla bull, said in a note Wedbush expects the&nbsp;<b>Elon</b>&nbsp;<b>Musk</b>-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.</p><p><blockquote><b>特斯拉论文：</b>长期看好特斯拉的Ives在一份报告中表示，Wedbush预计<b>埃隆</b> <b>麝香</b>–带领电动汽车制造商报告再次“全面增长”，营收137亿美元，每股收益1.54美元，超出华尔街预期。</blockquote></p><p> Tesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.</p><p><blockquote>特斯拉本月早些时候透露，在Model 3/Y销售强劲的推动下，第三季度交付量创历史新高。</blockquote></p><p> The electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between&nbsp;221,000 to 230,000 electric vehicles, as per Ives.&nbsp; <a href=\"https://laohu8.com/S/TSS\">Total</a> production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.</p><p><blockquote>据艾夫斯称，截至9月30日的季度，这家电动汽车制造商在全球交付了241,300辆汽车，而华尔街估计电动汽车数量在221,000至23万辆之间。<a href=\"https://laohu8.com/S/TSS\">总的</a>该季度产量为238,000辆，轻松超出预期10,000辆。</blockquote></p><p> “We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk &amp; Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.</p><p><blockquote>“我们认为，当前的供应链问题已使特斯拉的年度汽车数量减少了约40,000辆，尽管存在这种动态，我们认为Musk&amp;Co.2021年的汽车数量应该接近90万辆大关，预计2022年的汽车数量为130万辆/140万辆，”Ives在一份报告中写道。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CAAS\">China</a> Bouncing Back:</b>&nbsp;After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CAAS\">中国</a>反弹：</b>Ives表示，在经历了今年早些时候的逆风之后，特斯拉将从过去几个月中国的逆风中反弹。</blockquote></p><p> “We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”</p><p><blockquote>“我们认为中国需求在本季度出现反弹，这清楚地表明全球电动汽车需求正在增长，其中中国处于领先地位。”</blockquote></p><p> Ives estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as&nbsp;<b>Nio Inc</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.</p><p><blockquote>Ives估计，随着电动汽车的快速普及，到2022年，中国将占特斯拉全球交付量的40%以上。在中国，特斯拉与本土竞争对手竞争，例如<b>蔚来公司</b>和<b>小鹏汽车</b>艾夫斯表示，他预计到2025年，电动汽车将占全球汽车销量的10%，而目前这一比例为3%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 3.03% higher at $843.03 a share on Friday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周五收盘上涨3.03%，至每股843.03美元。</blockquote></p><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>Why Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-18 17:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b><b>’s</b>&nbsp;robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to&nbsp;<b>Wedbush Securities</b>.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b><b>的</b>据报道，尽管半导体短缺和全球物流问题持续存在，但第三季度强劲的交付量将帮助这家电动汽车制造商在周三收盘后公布业绩时实现超出预期的盈利。<b>韦德布什证券</b>.</blockquote></p><p> <b>The Tesla Analyst:</b>&nbsp;Wedbush analyst&nbsp;<b>DanielIves</b>&nbsp;has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.</p><p><blockquote><b>特斯拉分析师：</b>韦德布什分析师<b>丹尼尔利夫斯</b>维持特斯拉股票跑赢大盘的评级和1,000美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>&nbsp;Ives, who has been a long-time Tesla bull, said in a note Wedbush expects the&nbsp;<b>Elon</b>&nbsp;<b>Musk</b>-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.</p><p><blockquote><b>特斯拉论文：</b>长期看好特斯拉的Ives在一份报告中表示，Wedbush预计<b>埃隆</b> <b>麝香</b>–带领电动汽车制造商报告再次“全面增长”，营收137亿美元，每股收益1.54美元，超出华尔街预期。</blockquote></p><p> Tesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.</p><p><blockquote>特斯拉本月早些时候透露，在Model 3/Y销售强劲的推动下，第三季度交付量创历史新高。</blockquote></p><p> The electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between&nbsp;221,000 to 230,000 electric vehicles, as per Ives.&nbsp; <a href=\"https://laohu8.com/S/TSS\">Total</a> production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.</p><p><blockquote>据艾夫斯称，截至9月30日的季度，这家电动汽车制造商在全球交付了241,300辆汽车，而华尔街估计电动汽车数量在221,000至23万辆之间。<a href=\"https://laohu8.com/S/TSS\">总的</a>该季度产量为238,000辆，轻松超出预期10,000辆。</blockquote></p><p> “We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk &amp; Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.</p><p><blockquote>“我们认为，当前的供应链问题已使特斯拉的年度汽车数量减少了约40,000辆，尽管存在这种动态，我们认为Musk&amp;Co.2021年的汽车数量应该接近90万辆大关，预计2022年的汽车数量为130万辆/140万辆，”Ives在一份报告中写道。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CAAS\">China</a> Bouncing Back:</b>&nbsp;After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CAAS\">中国</a>反弹：</b>Ives表示，在经历了今年早些时候的逆风之后，特斯拉将从过去几个月中国的逆风中反弹。</blockquote></p><p> “We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”</p><p><blockquote>“我们认为中国需求在本季度出现反弹，这清楚地表明全球电动汽车需求正在增长，其中中国处于领先地位。”</blockquote></p><p> Ives estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as&nbsp;<b>Nio Inc</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.</p><p><blockquote>Ives估计，随着电动汽车的快速普及，到2022年，中国将占特斯拉全球交付量的40%以上。在中国，特斯拉与本土竞争对手竞争，例如<b>蔚来公司</b>和<b>小鹏汽车</b>艾夫斯表示，他预计到2025年，电动汽车将占全球汽车销量的10%，而目前这一比例为3%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 3.03% higher at $843.03 a share on Friday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周五收盘上涨3.03%，至每股843.03美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107510748","content_text":"Tesla Motors’s robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to Wedbush Securities.\nThe Tesla Analyst: Wedbush analyst DanielIves has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.\nThe Tesla Thesis: Ives, who has been a long-time Tesla bull, said in a note Wedbush expects the Elon Musk-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.\nTesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.\nThe electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between 221,000 to 230,000 electric vehicles, as per Ives.  Total production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.\n“We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk & Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.\nChina Bouncing Back: After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.\n“We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”\nIves estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as Nio Inc and Xpeng Inc Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.\nPrice Action: Tesla shares closed 3.03% higher at $843.03 a share on Friday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824953504,"gmtCreate":1634272040304,"gmtModify":1634274410192,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824953504","repostId":"2175116408","repostType":2,"repost":{"id":"2175116408","kind":"news","pubTimestamp":1634270982,"share":"https://www.laohu8.com/m/news/2175116408?lang=zh_CN&edition=full","pubTime":"2021-10-15 12:09","market":"us","language":"zh","title":"花旗：10月首周长汽、吉利及比亚迪销售强劲 料车股重估势头持续到11月底","url":"https://stock-news.laohu8.com/highlight/detail?id=2175116408","media":"AAFN","summary":"花旗近日发表报告表示，内地9月乘用车销量均优於预期，估计大部份内地汽车品牌10月旗下批发及保险-零售可呈复苏，按月上升20%至40%，料可成市场对中资汽车股短期的催化剂。花旗对内地经销商调查还显示，指10月首周长城汽车  、吉利  及比亚迪  的零售销售表现强劲。该行重申在行业首选吉利、比亚迪、中升  及小鹏  ；花旗料长城汽车在其公布第三季业绩发布後可能会获市场重估。","content":"<html><body><p><a href=\"https://laohu8.com/S/C\">花旗</a>近日发表报告表示，内地9月乘用车(包括新能源及内燃机汽车)销量均优於预期，估计大部份内地汽车品牌10月旗下批发及保险-零售可呈复苏，按月上升20%至40%，料可成市场对中资汽车股短期的催化剂。该行表示，据其透过行业渠道了解，内地大多数本土汽车品牌於9月底的累积订单积压量高於8月底，这表明9月零售销售复苏的动力不是历史被压抑的需求，而是新订单的增长。花旗对内地经销商调查还显示，指10月首周<a href=\"https://laohu8.com/S/601633\">长城汽车</a>  、吉利  及<a href=\"https://laohu8.com/S/002594\">比亚迪</a>  的零售销售表现强劲。由於汽车销售被视为领先的经济指标，近几周强劲的销售表现通常预示着中国未来数月宏观经济的好转。若未来有更充足的车用芯片供应、行业订单积压在第四季度继续增长，该行预计内地汽车股行业重估势头将持续到11月底。该行重申在行业首选吉利、比亚迪、中升  及小鹏  ；花旗料<a href=\"https://laohu8.com/S/02333\">长城汽车</a>在其公布第三季业绩发布後可能会获市场重估。(wl/da)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>花旗：10月首周长汽、吉利及比亚迪销售强劲 料车股重估势头持续到11月底</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; 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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花旗：10月首周长汽、吉利及比亚迪销售强劲 料车股重估势头持续到11月底\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 12:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1135265&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗近日发表报告表示，内地9月乘用车(包括新能源及内燃机汽车)销量均优於预期，估计大部份内地汽车品牌10月旗下批发及保险-零售可呈复苏，按月上升20%至40%，料可成市场对中资汽车股短期的催化剂。该行表示，据其透过行业渠道了解，内地大多数本土汽车品牌於9月底的累积订单积压量高於8月底，这表明9月零售销售复苏的动力不是历史被压抑的需求，而是新订单的增长。花旗对内地经销商调查还显示，指10月首周...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1135265&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71e083ef578be0fa6cea421c4a68bb5b","relate_stocks":{"00881":"中升控股","002594":"比亚迪","02333":"长城汽车","02238":"广汽集团","09868":"小鹏汽车-W","01958":"北京汽车","00175":"吉利汽车","01211":"比亚迪股份","00489":"东风集团股份","C":"花旗"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1135265&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2175116408","content_text":"花旗近日发表报告表示，内地9月乘用车(包括新能源及内燃机汽车)销量均优於预期，估计大部份内地汽车品牌10月旗下批发及保险-零售可呈复苏，按月上升20%至40%，料可成市场对中资汽车股短期的催化剂。该行表示，据其透过行业渠道了解，内地大多数本土汽车品牌於9月底的累积订单积压量高於8月底，这表明9月零售销售复苏的动力不是历史被压抑的需求，而是新订单的增长。花旗对内地经销商调查还显示，指10月首周长城汽车  、吉利  及比亚迪  的零售销售表现强劲。由於汽车销售被视为领先的经济指标，近几周强劲的销售表现通常预示着中国未来数月宏观经济的好转。若未来有更充足的车用芯片供应、行业订单积压在第四季度继续增长，该行预计内地汽车股行业重估势头将持续到11月底。该行重申在行业首选吉利、比亚迪、中升  及小鹏  ；花旗料长城汽车在其公布第三季业绩发布後可能会获市场重估。(wl/da)~阿思达克财经新闻网址: www.aastocks.com","news_type":1,"symbols_score_info":{"02333":0.6,"C":1,"01958":0.9,"00881":0.6,"00489":0.6,"002594":1,"09868":0.6,"00175":0.6,"01211":1,"02238":0.9}},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829638556,"gmtCreate":1633496274983,"gmtModify":1633496275209,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829638556","repostId":"2173914359","repostType":2,"repost":{"id":"2173914359","kind":"news","pubTimestamp":1633490460,"share":"https://www.laohu8.com/m/news/2173914359?lang=zh_CN&edition=full","pubTime":"2021-10-06 11:21","market":"hk","language":"zh","title":"赣锋锂业(01772.HK)跌3.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2173914359","media":"财华社","summary":"【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01772&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　【财华社讯】<span><a href=\"https://laohu8.com/S/002460\">赣锋锂业</a></span>(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 </p><p>（文章来源：财华社）</p>\n</div></body></html>","source":"stock_eastmoney","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>赣锋锂业(01772.HK)跌3.25%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n赣锋锂业(01772.HK)跌3.25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202110062129249173.html><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 （文章来源：财华社）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110062129249173.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"01772":"赣锋锂业","002460":"赣锋锂业"},"source_url":"http://finance.eastmoney.com/a/202110062129249173.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173914359","content_text":"【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 （文章来源：财华社）","news_type":1,"symbols_score_info":{"01772":1,"002460":1}},"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820553577,"gmtCreate":1633406147859,"gmtModify":1633406148110,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820553577","repostId":"2173189997","repostType":2,"repost":{"id":"2173189997","kind":"news","pubTimestamp":1633403424,"share":"https://www.laohu8.com/m/news/2173189997?lang=zh_CN&edition=full","pubTime":"2021-10-05 11:10","market":"hk","language":"zh","title":"港股异动︱赣锋锂业(01772)涨超8% 大摩称看好锂板块并倾向推荐赣锋锂业","url":"https://stock-news.laohu8.com/highlight/detail?id=2173189997","media":"智通财经","summary":"智通财经APP获悉，大摩发布研究报告称，在该行的中国原料股覆盖范围内，优先选择铝和锂，当中更倾向于赣锋锂业(01772)，因其拥有更多的综合资源、转换能力以及电池领域的高增长。其次是钢铁和水泥，该行看好鞍钢(00347)、润泥(01313)、中国建材(03323)和海螺水泥(00914)等。浮法玻璃在需求疲软的情况下，该行表示不太偏好。赣锋锂业截至11时09分，涨7.16%，报145.1港元，成交额2.85亿。","content":"<html><body><p>智通财经APP获悉，大摩发布研究报告称，在该行的中国原料股覆盖范围内，优先选择铝和锂，当中更倾向于<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>(01772)，因其拥有更多的综合资源、转换能力以及电池领域的高增长。其次是钢铁和水泥，该行看好鞍钢(00347)、润泥(01313)、<a href=\"https://laohu8.com/S/03323\">中国建材</a>(03323)和<a href=\"https://laohu8.com/S/600585\">海螺水泥</a>(00914)等。浮法玻璃在需求疲软的情况下，该行表示不太偏好。<a href=\"https://laohu8.com/S/01772\">赣锋锂业</a>截至11时09分，涨7.16%，报145.1港元，成交额2.85亿。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动︱赣锋锂业(01772)涨超8% 大摩称看好锂板块并倾向推荐赣锋锂业</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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港股异动︱赣锋锂业(01772)涨超8% 大摩称看好锂板块并倾向推荐赣锋锂业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-05 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/569878.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，大摩发布研究报告称，在该行的中国原料股覆盖范围内，优先选择铝和锂，当中更倾向于赣锋锂业(01772)，因其拥有更多的综合资源、转换能力以及电池领域的高增长。其次是钢铁和水泥，该行看好鞍钢(00347)、润泥(01313)、中国建材(03323)和海螺水泥(00914)等。浮法玻璃在需求疲软的情况下，该行表示不太偏好。赣锋锂业截至11时09分，涨7.16%，报145.1港元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/569878.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"002460":"赣锋锂业","MS":"摩根士丹利","01772":"赣锋锂业"},"source_url":"http://www.zhitongcaijing.com/content/detail/569878.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173189997","content_text":"智通财经APP获悉，大摩发布研究报告称，在该行的中国原料股覆盖范围内，优先选择铝和锂，当中更倾向于赣锋锂业(01772)，因其拥有更多的综合资源、转换能力以及电池领域的高增长。其次是钢铁和水泥，该行看好鞍钢(00347)、润泥(01313)、中国建材(03323)和海螺水泥(00914)等。浮法玻璃在需求疲软的情况下，该行表示不太偏好。赣锋锂业截至11时09分，涨7.16%，报145.1港元，成交额2.85亿。","news_type":1,"symbols_score_info":{"01772":1,"002460":1,"MS":1}},"isVote":1,"tweetType":1,"viewCount":1891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860564677,"gmtCreate":1632189434699,"gmtModify":1632802186012,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860564677","repostId":"1117810562","repostType":4,"repost":{"id":"1117810562","kind":"news","pubTimestamp":1632188156,"share":"https://www.laohu8.com/m/news/1117810562?lang=zh_CN&edition=full","pubTime":"2021-09-21 09:35","market":"hk","language":"en","title":"Hong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117810562","media":"AFP","summary":"Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.\nT","content":"<p>Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.</p><p><blockquote>香港股市周二早盘暴跌，延续了前一天的跌势。</blockquote></p><p> The Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.</p><p><blockquote>恒生指数下跌1.08%，即259.96点，至23,839.18点。</blockquote></p><p> Mainland Chinese markets are closed for a holiday.</p><p><blockquote>中国大陆市场因假期休市。</blockquote></p><p></p>","source":"lsy1605843958005","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>Hong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFP</strong><span class=\"h-time small\">2021-09-21 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.</p><p><blockquote>香港股市周二早盘暴跌，延续了前一天的跌势。</blockquote></p><p> The Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.</p><p><blockquote>恒生指数下跌1.08%，即259.96点，至23,839.18点。</blockquote></p><p> Mainland Chinese markets are closed for a holiday.</p><p><blockquote>中国大陆市场因假期休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-stocks-tumble-at-open-on-evergrande-fears\">AFP</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSCCI":"红筹指数","HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-stocks-tumble-at-open-on-evergrande-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117810562","content_text":"Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.\nThe Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.\nMainland Chinese markets are closed for a holiday.","news_type":1,"symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882122367,"gmtCreate":1631668425159,"gmtModify":1631889782763,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882122367","repostId":"2167255517","repostType":2,"repost":{"id":"2167255517","kind":"news","pubTimestamp":1631620918,"share":"https://www.laohu8.com/m/news/2167255517?lang=zh_CN&edition=full","pubTime":"2021-09-14 20:01","market":"hk","language":"zh","title":"智通港股解盘(09.14) | 锂辉石精矿拍卖超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2167255517","media":"智通财经","summary":"A股的调整并不算意外，只是迟到了一天而已，现在的市场并不是牛市，涨多了自然要调整。港股本身来看，近期面临两大问题：一是恒大系的问题，恒大发布声明称，网络上近日出现的有关恒大破产重组的言论完全失实。大热之下，市场担心监管层会出政策进行严控。A股宁德时代昨夜突然发布公告：与宜春市政府签署合作协议。相关个股长城汽车、比亚迪股份受到追捧。澳洲主力锂矿公司Pilbara今天开启第二次锂辉石精矿拍卖，第一次被拍出1315","content":"<html><body><p><strong>文/万永强(智通财经研究中心总监)</strong></p><p>昨天还在说A股的沪指很强，这下平衡了，都下来了，看来，两地市场最终还是殊路同归。A股的调整并不算意外，只是迟到了一天而已，现在的市场并不是牛市，涨多了自然要调整。</p><p>港股本身来看，近期面临两大问题：一是恒大系的问题，恒大(03333)发布声明称，网络上近日出现的有关恒大破产重组的言论完全失实。公司目前确实遇到了前所未有的困难，但公司坚决履行企业主体责任，全力以赴复工复产，保交楼，想尽一切办法恢复正常经营，全力保障客户的合法权益。二是教育股的问题，龙头<a href=\"https://laohu8.com/S/01797\">新东方在线</a>(01797)旗下的在线直播课品牌东方优播将关停K12阶段学科类培训业务，并启动对家长的退费及对员工的安置。龙头的日子如此难过，其它教育股更是举步维艰，很多个股已经走成了下降通道。</p><p>昨日火爆的周期股绝大部分又熄火，昨晚期货市场铝、螺纹钢、铜、纯碱、尿素、焦煤、焦炭、PVC均大幅杀跌。大热之下，市场担心监管层会出政策进行严控。相关品种如煤炭、钢铁、有色等都出现调整。不过，考虑到各地限产已经不可逆，产能的压缩是长期的趋势，因此，调整过后依然是机会。</p><p>A股<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750.SZ)昨夜突然发布公告：与宜春市政府签署合作协议。根据合作协议，宁德时代将在宜春建设宁德时代新型锂电池生产制造基地项目，规划用地面积1300亩，投资总金额约135亿元。宁德的大举扩产再次刺激了产业链的繁荣，意味着新能源汽车景气度前景持续看好，再结合近期新能源汽车销量的不断提升，整车的逻辑再度被市场挖掘。相关个股<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(02333)、<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)受到追捧。</p><p>澳洲主力锂矿公司Pilbara今天开启第二次锂辉石精矿拍卖，第一次被拍出1315 \nUSD/t的高价，这次预期上限在2000USD/t。目前拍卖已经结束，本次拍卖的最终价格为2240USD/t。此前分析师普遍预期在1700-2000USD/t(CIF \n中国)区间。这个价格太疯狂了，超出了所有预期。按照机构推算，考虑海运费，锂盐生产成本为15万元以上，考虑锂盐厂合理利润，对应锂价肯定上破20万元。这个消息预计对锂业个股再度形成刺激，这对<a href=\"https://laohu8.com/S/002460\">赣锋锂业</a>(01772)将直接构成利好支撑。</p><p>华为宣布，截至9月12日，鸿蒙操作系统升级用户已经突破1亿，这个没超预期，华为在巅峰的时候，全球手机保有量5亿台。因此，市场反响不大，相关个股<a href=\"https://laohu8.com/S/00354\">中国软件国际</a>(00354)冲高回落。</p><p>医疗集采概念全线上涨，今日上午，国家组织人工关节集中带量采购在天津开标，拟中选结果在后续出炉。据国家组织高值医用耗材联合采购办公室集中采购组组长高雪介绍，此次拟中选的人工关节产品价格从平均3万元降到1万块以内，降幅达到80%以上。此次人工关节集采(包含髋关节和膝关节)总计有49家企业的超过140个产品获得了参与集采的资格。进口品牌有捷迈、<a href=\"https://laohu8.com/S/JNJ\">强生</a>、<a href=\"https://laohu8.com/S/XRX\">施乐</a>辉、<a href=\"https://laohu8.com/S/SYK\">史赛克</a>、贝朗等，国产品牌有<a href=\"https://laohu8.com/S/01789\">爱康医疗</a>(01789)、<a href=\"https://laohu8.com/S/01858\">春立医疗</a>(01858)、<a href=\"https://laohu8.com/S/688161\">威高骨科</a>(01066)、<a href=\"https://laohu8.com/S/002901\">大博医疗</a>(002901.SZ)、<a href=\"https://laohu8.com/S/00853\">微创医疗</a>(00853)等，此次中标原则是企业自主报价、价低者得。爱康医疗在全陶髋关节中报价6890元，为该组最低价，因此中标基本没悬念。此次集采意味着中国骨科医械市场洗牌加速，如若中标，有望通过以价换量实现业绩增长，但也要注意后期如果销售量不能达到预期而损害利润的情况。</p><p>OPEC上调今明两年石油需求预期，推动WTI原油期货近六周来首次收于70美元上方。另外，热带风暴尼古拉斯登陆前可能升级为飓风，休斯顿正在“靶心”，对沿海炼油厂和石化设施构成威胁。IHS \n<a href=\"https://laohu8.com/S/MRKT\">Markit</a>预计全球成品油需求料在2032年达到顶峰。受益的<a href=\"https://laohu8.com/S/00857\">中国石油股份</a>(00857)走势强劲，而弹性大的是一些油服类的个股如<a href=\"https://laohu8.com/S/01251\">华油能源</a>(01251)、<a href=\"https://laohu8.com/S/03303\">巨涛海洋石油服务</a>(03303)、<a href=\"https://laohu8.com/S/03337\">安东油田服务</a>(03337)。</p><p>注意一下，美国今天将公布消费者物价指数(CPI)，这个数据对于下周美联储会议前将提供有关通胀热度的最新线索。根据机构调查，8月份CPI可能同比上涨5.3%，7月份涨幅为5.4%。</p><p>恒指又到了关键位置，如果再不反弹，市场整体情绪会受到较大影响。期待权重股的发力。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智通港股解盘(09.14) | 锂辉石精矿拍卖超预期</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n智通港股解盘(09.14) | 锂辉石精矿拍卖超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 20:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/560071.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/万永强(智通财经研究中心总监)昨天还在说A股的沪指很强，这下平衡了，都下来了，看来，两地市场最终还是殊路同归。A股的调整并不算意外，只是迟到了一天而已，现在的市场并不是牛市，涨多了自然要调整。港股本身来看，近期面临两大问题：一是恒大系的问题，恒大(03333)发布声明称，网络上近日出现的有关恒大破产重组的言论完全失实。公司目前确实遇到了前所未有的困难，但公司坚决履行企业主体责任，全力以赴复工...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/560071.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abf9f2b56caccf2c92db82642df48d35","relate_stocks":{"00857":"中国石油股份","01772":"赣锋锂业","01797":"东方甄选","01211":"比亚迪股份"},"source_url":"http://www.zhitongcaijing.com/content/detail/560071.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167255517","content_text":"文/万永强(智通财经研究中心总监)昨天还在说A股的沪指很强，这下平衡了，都下来了，看来，两地市场最终还是殊路同归。A股的调整并不算意外，只是迟到了一天而已，现在的市场并不是牛市，涨多了自然要调整。港股本身来看，近期面临两大问题：一是恒大系的问题，恒大(03333)发布声明称，网络上近日出现的有关恒大破产重组的言论完全失实。公司目前确实遇到了前所未有的困难，但公司坚决履行企业主体责任，全力以赴复工复产，保交楼，想尽一切办法恢复正常经营，全力保障客户的合法权益。二是教育股的问题，龙头新东方在线(01797)旗下的在线直播课品牌东方优播将关停K12阶段学科类培训业务，并启动对家长的退费及对员工的安置。龙头的日子如此难过，其它教育股更是举步维艰，很多个股已经走成了下降通道。昨日火爆的周期股绝大部分又熄火，昨晚期货市场铝、螺纹钢、铜、纯碱、尿素、焦煤、焦炭、PVC均大幅杀跌。大热之下，市场担心监管层会出政策进行严控。相关品种如煤炭、钢铁、有色等都出现调整。不过，考虑到各地限产已经不可逆，产能的压缩是长期的趋势，因此，调整过后依然是机会。A股宁德时代(300750.SZ)昨夜突然发布公告：与宜春市政府签署合作协议。根据合作协议，宁德时代将在宜春建设宁德时代新型锂电池生产制造基地项目，规划用地面积1300亩，投资总金额约135亿元。宁德的大举扩产再次刺激了产业链的繁荣，意味着新能源汽车景气度前景持续看好，再结合近期新能源汽车销量的不断提升，整车的逻辑再度被市场挖掘。相关个股长城汽车(02333)、比亚迪股份(01211)受到追捧。澳洲主力锂矿公司Pilbara今天开启第二次锂辉石精矿拍卖，第一次被拍出1315 \nUSD/t的高价，这次预期上限在2000USD/t。目前拍卖已经结束，本次拍卖的最终价格为2240USD/t。此前分析师普遍预期在1700-2000USD/t(CIF \n中国)区间。这个价格太疯狂了，超出了所有预期。按照机构推算，考虑海运费，锂盐生产成本为15万元以上，考虑锂盐厂合理利润，对应锂价肯定上破20万元。这个消息预计对锂业个股再度形成刺激，这对赣锋锂业(01772)将直接构成利好支撑。华为宣布，截至9月12日，鸿蒙操作系统升级用户已经突破1亿，这个没超预期，华为在巅峰的时候，全球手机保有量5亿台。因此，市场反响不大，相关个股中国软件国际(00354)冲高回落。医疗集采概念全线上涨，今日上午，国家组织人工关节集中带量采购在天津开标，拟中选结果在后续出炉。据国家组织高值医用耗材联合采购办公室集中采购组组长高雪介绍，此次拟中选的人工关节产品价格从平均3万元降到1万块以内，降幅达到80%以上。此次人工关节集采(包含髋关节和膝关节)总计有49家企业的超过140个产品获得了参与集采的资格。进口品牌有捷迈、强生、施乐辉、史赛克、贝朗等，国产品牌有爱康医疗(01789)、春立医疗(01858)、威高骨科(01066)、大博医疗(002901.SZ)、微创医疗(00853)等，此次中标原则是企业自主报价、价低者得。爱康医疗在全陶髋关节中报价6890元，为该组最低价，因此中标基本没悬念。此次集采意味着中国骨科医械市场洗牌加速，如若中标，有望通过以价换量实现业绩增长，但也要注意后期如果销售量不能达到预期而损害利润的情况。OPEC上调今明两年石油需求预期，推动WTI原油期货近六周来首次收于70美元上方。另外，热带风暴尼古拉斯登陆前可能升级为飓风，休斯顿正在“靶心”，对沿海炼油厂和石化设施构成威胁。IHS \nMarkit预计全球成品油需求料在2032年达到顶峰。受益的中国石油股份(00857)走势强劲，而弹性大的是一些油服类的个股如华油能源(01251)、巨涛海洋石油服务(03303)、安东油田服务(03337)。注意一下，美国今天将公布消费者物价指数(CPI)，这个数据对于下周美联储会议前将提供有关通胀热度的最新线索。根据机构调查，8月份CPI可能同比上涨5.3%，7月份涨幅为5.4%。恒指又到了关键位置，如果再不反弹，市场整体情绪会受到较大影响。期待权重股的发力。","news_type":1,"symbols_score_info":{"00857":0.9,"01797":0.9,"01772":0.9,"01211":0.9}},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888510133,"gmtCreate":1631506320122,"gmtModify":1631889782763,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888510133","repostId":"2166032345","repostType":2,"repost":{"id":"2166032345","kind":"news","pubTimestamp":1631241479,"share":"https://www.laohu8.com/m/news/2166032345?lang=zh_CN&edition=full","pubTime":"2021-09-10 10:37","market":"us","language":"zh","title":"大摩料内地延批游戏是针对未成年反成瘾措施 不认为与2018年时全面停批相同","url":"https://stock-news.laohu8.com/highlight/detail?id=2166032345","media":"AAFN","summary":"摩根士丹利发表报告表示，内地自今年8月以来延迟审批网游许可的情况，相信是要为网游全面实施针对未成年人的反成瘾措施预留准备时间，料与2018年时因内容改革从以全面停止审批的情况并不相同。而该行重申料内地监管是针对未成年用户的看法。就腾讯  方面，大摩指监於公司旗下部分游戏已获批 ，且近期推出的《金铲铲之战》进展顺利，该行预计不会对收入或新游戏推出时间表带来重大影响。此外，该行亦看好腾讯的海外游戏表现。","content":"<html><body><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表报告表示，内地自今年8月以来延迟审批网游许可的情况，相信是要为网游全面实施针对未成年人的反成瘾措施预留准备时间，料与2018年时因内容改革从以全面停止审批的情况并不相同。而该行重申料内地监管是针对未成年用户的看法。就<a href=\"https://laohu8.com/S/00700\">腾讯</a>  方面，大摩指监於公司旗下部分游戏已获批(例如《英雄联盟：激斗峡谷》等旗舰游戏)，且近期推出的《金铲铲之战》进展顺利，该行预计不会对收入或新游戏推出时间表带来重大影响。此外，该行亦看好腾讯的海外游戏表现。至於<a href=\"https://laohu8.com/S/NTES\">网易</a>  ，该行指由於网易在未来6-12个月内所发行的游戏早已获内地当局的授权，维持对其2021年第四季度游戏收入按年增长24%预测(对比第二季度按年升5%、第三季度按年增长5-8%)的预测，指旗下《哈利波特》游戏排名第一，且於9月9日在内地的下载量中排名亦第一，高於《王者荣耀》。就<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>  ，大摩指哔哩哔哩今年下半年将在内地推出三款ACG(二次元)作品——诺弗兰物语等以及超过10部海外作品。(wl/s)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>大摩料内地延批游戏是针对未成年反成瘾措施 不认为与2018年时全面停批相同</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩料内地延批游戏是针对未成年反成瘾措施 不认为与2018年时全面停批相同\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1128608&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表报告表示，内地自今年8月以来延迟审批网游许可的情况，相信是要为网游全面实施针对未成年人的反成瘾措施预留准备时间，料与2018年时因内容改革从以全面停止审批的情况并不相同。而该行重申料内地监管是针对未成年用户的看法。就腾讯  方面，大摩指监於公司旗下部分游戏已获批(例如《英雄联盟：激斗峡谷》等旗舰游戏)，且近期推出的《金铲铲之战》进展顺利，该行预计不会对收入或新游戏推出时间表带来重大...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1128608&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2488184ce4815610e2426c10250da75","relate_stocks":{"NTES":"网易","00700":"腾讯控股","09999":"网易-S"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1128608&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2166032345","content_text":"摩根士丹利发表报告表示，内地自今年8月以来延迟审批网游许可的情况，相信是要为网游全面实施针对未成年人的反成瘾措施预留准备时间，料与2018年时因内容改革从以全面停止审批的情况并不相同。而该行重申料内地监管是针对未成年用户的看法。就腾讯  方面，大摩指监於公司旗下部分游戏已获批(例如《英雄联盟：激斗峡谷》等旗舰游戏)，且近期推出的《金铲铲之战》进展顺利，该行预计不会对收入或新游戏推出时间表带来重大影响。此外，该行亦看好腾讯的海外游戏表现。至於网易  ，该行指由於网易在未来6-12个月内所发行的游戏早已获内地当局的授权，维持对其2021年第四季度游戏收入按年增长24%预测(对比第二季度按年升5%、第三季度按年增长5-8%)的预测，指旗下《哈利波特》游戏排名第一，且於9月9日在内地的下载量中排名亦第一，高於《王者荣耀》。就哔哩哔哩  ，大摩指哔哩哔哩今年下半年将在内地推出三款ACG(二次元)作品——诺弗兰物语等以及超过10部海外作品。(wl/s)~阿思达克财经新闻网址: 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625133124,"share":"https://www.laohu8.com/m/news/2148424988?lang=zh_CN&edition=full","pubTime":"2021-07-01 17:52","market":"us","language":"en","title":"5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2148424988","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>  <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>  <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li> </ul> <ul>  <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>  <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA）将在开盘前公布季度收益为每股1.17美元，营收为337.6亿美元。沃尔格林股价在盘后交易中上涨0.7%，至53.00美元。</li><li><b>美光科技公司。</b>（纳斯达克：MU）公布的第三季度业绩好于预期。该公司还同意将其位于犹他州利希的工厂出售给德州仪器。美光科技股价在盘后交易时段上涨2.3%，至83.05美元。</li><li>分析师预计<b>麦考密克公司</b>（纽约证券交易所股票代码：MKC）最近一个季度每股收益为0.61美元，营收为14.7亿美元。该公司将在开市前发布财报。味好美股价在盘后交易中下跌0.1%，至88.29美元。</li></ul><ul><li><b>房地产收入公司</b>（纽约证券交易所股票代码：O）为8,000,000股普通股的承销公开发行定价，预计总收益约为5.19亿美元。Realty Income股价在盘后交易时段下跌1.3%，至65.85美元。</li><li>分析师预计<b>敏锐品牌公司。</b>（纽约证券交易所股票代码：AYI）将在开盘前公布季度收益为每股2.27美元，营收为8.3975亿美元。Acuity Brands股价在盘后交易中上涨1.5%，至189.89美元。</li></ul></blockquote></p><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>5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-01 17:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>  <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>  <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li> </ul> <ul>  <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>  <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA）将在开盘前公布季度收益为每股1.17美元，营收为337.6亿美元。沃尔格林股价在盘后交易中上涨0.7%，至53.00美元。</li><li><b>美光科技公司。</b>（纳斯达克：MU）公布的第三季度业绩好于预期。该公司还同意将其位于犹他州利希的工厂出售给德州仪器。美光科技股价在盘后交易时段上涨2.3%，至83.05美元。</li><li>分析师预计<b>麦考密克公司</b>（纽约证券交易所股票代码：MKC）最近一个季度每股收益为0.61美元，营收为14.7亿美元。该公司将在开市前发布财报。味好美股价在盘后交易中下跌0.1%，至88.29美元。</li></ul><ul><li><b>房地产收入公司</b>（纽约证券交易所股票代码：O）为8,000,000股普通股的承销公开发行定价，预计总收益约为5.19亿美元。Realty Income股价在盘后交易时段下跌1.3%，至65.85美元。</li><li>分析师预计<b>敏锐品牌公司。</b>（纽约证券交易所股票代码：AYI）将在开盘前公布季度收益为每股2.27美元，营收为8.3975亿美元。Acuity Brands股价在盘后交易中上涨1.5%，至189.89美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","O":"Realty Income Corp","WBA":"沃尔格林联合博姿","MKC":"味好美","AYI":"Acuity Brands Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148424988","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  Walgreens Boots Alliance Inc (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.\nMicron Technology, Inc.  (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.\nAnalysts are expecting  McCormick & Company, Incorporated (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.\n\n\nRealty Income Corporation (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.\nAnalysts expect  Acuity Brands, Inc. (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.","news_type":1,"symbols_score_info":{"MKC":0.9,"WBA":0.9,"MU":0.9,"O":0.9,"AYI":0.9}},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127803503,"gmtCreate":1624841803202,"gmtModify":1631891715756,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127803503","repostId":"1133201828","repostType":4,"repost":{"id":"1133201828","kind":"news","pubTimestamp":1624839570,"share":"https://www.laohu8.com/m/news/1133201828?lang=zh_CN&edition=full","pubTime":"2021-06-28 08:19","market":"us","language":"en","title":"Brookfield Unit Signs $5 Billion Deal for TDR-Backed Modulaire<blockquote>Brookfield部门签署价值50亿美元的TDR支持的Modulaire协议</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133201828","media":"Bloomberg","summary":"(Bloomberg) -- A unit of Brookfield Asset Management Inc. agreed to acquire Modulaire Group, the Eur","content":"<p>(Bloomberg) -- A unit of Brookfield Asset Management Inc. agreed to acquire Modulaire Group, the European designer of modular work spaces backed by buyout firm TDR Capital, for about $5 billion, beating out interest from rival Canadian investment firm Onex Corp.</p><p><blockquote>（彭博）-布鲁克菲尔德资产管理公司（Brookfield Asset Management Inc.）的一个部门同意以约50亿美元的价格收购由收购公司TDR Capital支持的欧洲模块化工作空间设计师Modulaire Group，击败了竞争对手加拿大投资公司Onex Corp.的兴趣。</blockquote></p><p> “We look forward to bringing our global scale and capabilities in owning and operating leading infrastructure services businesses to support Modulaire’s growth, in partnership with the management team,” Anuj Ranjan, managing partner of Brookfield Business Partners LP, said in a statement Sunday.</p><p><blockquote>Brookfield Business Partners LP管理合伙人Anuj Ranjan在周日的一份声明中表示：“我们期待与管理团队合作，利用我们拥有和运营领先基础设施服务业务的全球规模和能力来支持Modulaire的增长。”</blockquote></p><p> Bloomberg News reported the parties were closing in on the deal earlier, citing people familiar with the matter.</p><p><blockquote>彭博新闻社援引知情人士的话报道称，双方早些时候正在接近达成交易。</blockquote></p><p> The deal ranks among the biggest private equity transactions in Europe this year, according to data compiled by Bloomberg. It’s also be among the largest-ever deals for the Canadian investment firm’s European private equity business.</p><p><blockquote>根据彭博汇编的数据，该交易是今年欧洲最大的私募股权交易之一。这也是这家加拿大投资公司欧洲私募股权业务有史以来最大的交易之一。</blockquote></p><p> Modulaire designs modular buildings that can be rented for work and living, as well as portable storage units. Demand for these services have picked up amid the pandemic as businesses seek to cut costs and shy away from longer-term work-space contracts. The company operates across Europe and in Asia. TDR acquired the company in 2004 and has since expanded it through a string of acquisitions.</p><p><blockquote>Modulaire设计可出租用于工作和生活的模块化建筑，以及便携式存储单元。随着企业寻求削减成本并回避长期工作空间合同，疫情对这些服务的需求有所增加。该公司在欧洲和亚洲开展业务。TDR于2004年收购了该公司，此后通过一系列收购扩大了规模。</blockquote></p><p> The company reported a 27% increase in revenue, including from acquisitions, to 320 million euros in the first quarter. Earnings before interest, taxes, depreciation and amortization rose 44% during the period to 97 million euros, including acquisitions.</p><p><blockquote>该公司报告称，第一季度收入（包括收购）增长了27%，达到3.2亿欧元。包括收购在内，期内息税折旧摊销前利润增长44%至9700万欧元。</blockquote></p><p> Brookfield Business Partners is a unit of the Canadian firm which invests in business services and industrial sectors. The investment firm is weighing a sale of U.K.-based biofuel provider Greenergy, Bloomberg News reported in May.</p><p><blockquote>Brookfield Business Partners是这家加拿大公司的一个部门，投资于商业服务和工业领域。据彭博社5月份报道，该投资公司正在考虑出售英国生物燃料供应商Greenergy。</blockquote></p><p></p>","source":"lsy1612507957220","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>Brookfield Unit Signs $5 Billion Deal for TDR-Backed Modulaire<blockquote>Brookfield部门签署价值50亿美元的TDR支持的Modulaire协议</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nBrookfield Unit Signs $5 Billion Deal for TDR-Backed Modulaire<blockquote>Brookfield部门签署价值50亿美元的TDR支持的Modulaire协议</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-28 08:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- A unit of Brookfield Asset Management Inc. agreed to acquire Modulaire Group, the European designer of modular work spaces backed by buyout firm TDR Capital, for about $5 billion, beating out interest from rival Canadian investment firm Onex Corp.</p><p><blockquote>（彭博）-布鲁克菲尔德资产管理公司（Brookfield Asset Management Inc.）的一个部门同意以约50亿美元的价格收购由收购公司TDR Capital支持的欧洲模块化工作空间设计师Modulaire Group，击败了竞争对手加拿大投资公司Onex Corp.的兴趣。</blockquote></p><p> “We look forward to bringing our global scale and capabilities in owning and operating leading infrastructure services businesses to support Modulaire’s growth, in partnership with the management team,” Anuj Ranjan, managing partner of Brookfield Business Partners LP, said in a statement Sunday.</p><p><blockquote>Brookfield Business Partners LP管理合伙人Anuj Ranjan在周日的一份声明中表示：“我们期待与管理团队合作，利用我们拥有和运营领先基础设施服务业务的全球规模和能力来支持Modulaire的增长。”</blockquote></p><p> Bloomberg News reported the parties were closing in on the deal earlier, citing people familiar with the matter.</p><p><blockquote>彭博新闻社援引知情人士的话报道称，双方早些时候正在接近达成交易。</blockquote></p><p> The deal ranks among the biggest private equity transactions in Europe this year, according to data compiled by Bloomberg. It’s also be among the largest-ever deals for the Canadian investment firm’s European private equity business.</p><p><blockquote>根据彭博汇编的数据，该交易是今年欧洲最大的私募股权交易之一。这也是这家加拿大投资公司欧洲私募股权业务有史以来最大的交易之一。</blockquote></p><p> Modulaire designs modular buildings that can be rented for work and living, as well as portable storage units. Demand for these services have picked up amid the pandemic as businesses seek to cut costs and shy away from longer-term work-space contracts. The company operates across Europe and in Asia. TDR acquired the company in 2004 and has since expanded it through a string of acquisitions.</p><p><blockquote>Modulaire设计可出租用于工作和生活的模块化建筑，以及便携式存储单元。随着企业寻求削减成本并回避长期工作空间合同，疫情对这些服务的需求有所增加。该公司在欧洲和亚洲开展业务。TDR于2004年收购了该公司，此后通过一系列收购扩大了规模。</blockquote></p><p> The company reported a 27% increase in revenue, including from acquisitions, to 320 million euros in the first quarter. Earnings before interest, taxes, depreciation and amortization rose 44% during the period to 97 million euros, including acquisitions.</p><p><blockquote>该公司报告称，第一季度收入（包括收购）增长了27%，达到3.2亿欧元。包括收购在内，期内息税折旧摊销前利润增长44%至9700万欧元。</blockquote></p><p> Brookfield Business Partners is a unit of the Canadian firm which invests in business services and industrial sectors. The investment firm is weighing a sale of U.K.-based biofuel provider Greenergy, Bloomberg News reported in May.</p><p><blockquote>Brookfield Business Partners是这家加拿大公司的一个部门，投资于商业服务和工业领域。据彭博社5月份报道，该投资公司正在考虑出售英国生物燃料供应商Greenergy。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/brookfield-unit-nears-deal-tdr-190001266.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBU":"Brookfield Business Partners"},"source_url":"https://finance.yahoo.com/news/brookfield-unit-nears-deal-tdr-190001266.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133201828","content_text":"(Bloomberg) -- A unit of Brookfield Asset Management Inc. agreed to acquire Modulaire Group, the European designer of modular work spaces backed by buyout firm TDR Capital, for about $5 billion, beating out interest from rival Canadian investment firm Onex Corp.\n“We look forward to bringing our global scale and capabilities in owning and operating leading infrastructure services businesses to support Modulaire’s growth, in partnership with the management team,” Anuj Ranjan, managing partner of Brookfield Business Partners LP, said in a statement Sunday.\nBloomberg News reported the parties were closing in on the deal earlier, citing people familiar with the matter.\nThe deal ranks among the biggest private equity transactions in Europe this year, according to data compiled by Bloomberg. It’s also be among the largest-ever deals for the Canadian investment firm’s European private equity business.\nModulaire designs modular buildings that can be rented for work and living, as well as portable storage units. Demand for these services have picked up amid the pandemic as businesses seek to cut costs and shy away from longer-term work-space contracts. The company operates across Europe and in Asia. TDR acquired the company in 2004 and has since expanded it through a string of acquisitions.\nThe company reported a 27% increase in revenue, including from acquisitions, to 320 million euros in the first quarter. Earnings before interest, taxes, depreciation and amortization rose 44% during the period to 97 million euros, including acquisitions.\nBrookfield Business Partners is a unit of the Canadian firm which invests in business services and industrial sectors. 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11:21","market":"hk","language":"zh","title":"赣锋锂业(01772.HK)跌3.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2173914359","media":"财华社","summary":"【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01772&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　【财华社讯】<span><a href=\"https://laohu8.com/S/002460\">赣锋锂业</a></span>(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 </p><p>（文章来源：财华社）</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n赣锋锂业(01772.HK)跌3.25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202110062129249173.html><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 （文章来源：财华社）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202110062129249173.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"01772":"赣锋锂业","002460":"赣锋锂业"},"source_url":"http://finance.eastmoney.com/a/202110062129249173.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173914359","content_text":"【财华社讯】赣锋锂业(01772.HK)截至11:02下跌3.25%，现报140港元，跌4.7港元。成交74万股，涉资1.042亿元。 （文章来源：财华社）","news_type":1,"symbols_score_info":{"01772":1,"002460":1}},"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121546409,"gmtCreate":1624485126701,"gmtModify":1631891715773,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/121546409","repostId":"1145825451","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350884843,"gmtCreate":1616181133982,"gmtModify":1634526842164,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[白眼]&nbsp;","listText":"[白眼]&nbsp;","text":"[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350884843","repostId":"1199154789","repostType":4,"repost":{"id":"1199154789","kind":"news","pubTimestamp":1616164372,"share":"https://www.laohu8.com/m/news/1199154789?lang=zh_CN&edition=full","pubTime":"2021-03-19 22:32","market":"us","language":"en","title":"Fed Disappoints Market, Lets SLR Relief Expire: What Happens Next<blockquote>美联储令市场失望，让SLR救助到期：接下来会发生什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199154789","media":"zerohedge","summary":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio  exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on ","content":"<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><p><blockquote>正如本文所暗示和深入讨论的那样，在伊丽莎白·沃伦(Elizabeth Warren)和谢罗德·布朗(Sherrod Brown)等进步民主党人的政治压力下，美联储决定让临时补充杠杆率(SLR)豁免如期于3月31日（规则变更一周年）到期。</blockquote></p><p>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.<img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p><blockquote>联邦银行监管机构今天宣布，2020年5月15日发布的存款机构补充杠杆率（SLR）的临时变更将于2021年3月31日如期到期。鉴于新冠肺炎事件，这一临时变化是为了为存款机构向家庭和企业提供信贷提供灵活性。这一结果是前纽约联储大师Zoltan Pozsar（再次）正确预测的结果，他跟随FOMC表示，“事实上，美联储实际上是先发制人地做出了这一调整——目前没有使用o/n RRP工具，因此没有能力限制，而回购和票据收益率尚未为负——<b>暗示美联储正在为SLR豁免的结束“铺路”</b>.\"</blockquote></p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><p><blockquote>美联储深知这将是市场的一个非常热门的问题，因此发表了以下声明以缓解交易员的紧张情绪，并指出，虽然SLR特殊待遇将于3月31日到期，但美联储正在“邀请公众就几项潜在的SLR修改发表评论”。此外，”<b>随着时间的推移，董事会可能需要解决SLR当前的设计和校准问题，以防止出现既限制经济增长又破坏金融稳定的压力</b>”——简而言之，如果收益率飙升，美联储将立即重新引入SLR：</blockquote></p><p>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><blockquote>美联储周五宣布，银行控股公司补充杠杆率（SLR）的临时变化将于3月31日如期到期。<b>此外，董事会将很快就调整SLR的措施征求意见。董事会将采取适当行动，确保SLR的任何变化不会削弱银行资本要求的整体实力。</b>为了缓解COVID-19大流行造成的国债市场压力并促进对家庭和企业的贷款，董事会去年暂时修改了SLR，将美国国债和央行储备排除在外。从那时起，国债市场已经稳定下来。<b>然而，由于最近中央银行储备供应和国债发行的增长，理事会可能需要随着时间的推移解决SLR的当前设计和校准问题，以防止出现既限制经济增长又破坏金融稳定的压力。为了确保SLR（2014年作为额外资本要求而设立）在准备金较高的环境下保持有效，董事会将很快就几项潜在的SLR修改征求公众意见。</b>该提案和评论将有助于与财政部和其他监管机构就未来工作进行持续讨论，以确保国债市场的弹性。尽管美联储的WOD令人宽慰，<b>在为有利的结果做好准备后，美联储令人失望的声明几乎不是交易员所希望的消息，股市暴跌...</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><blockquote>债券收益率飙升...</blockquote></p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><blockquote>...而摩根大通的股票是受SLR救济影响最大的银行（正如昨天在“面对摩根大通的杠杆救济威胁”中所指出的）...</blockquote></p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><blockquote>....萎靡不振。</blockquote></p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><p><blockquote>如果您一直生活在岩石下，以下是您应该关心SLR决定的原因：首先，对于那些错过了我们关于这个问题的入门知识的人来说，摩根大通的一些背景（具有讽刺意味的是，这是一家从美联储损失最大的银行）的决定）底线是，如果没有SLR救济，<b>银行可能不得不去杠杆化、筹集新资本、停止回购、出售优先股、拒绝存款并普遍减少准备金（不一定是所有这些，也不是按这个顺序），就像美联储向市场注入数千亿美元一样随着财政部耗尽其TGA账户。</b></blockquote></p><p></p><p>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p><blockquote>美联储资产负债表的大幅扩张意味着美联储银行持有的银行准备金也同样大幅增长。<b>监管救济到期将使8个GSIB的杠杆敞口增加约2.1万亿美元。此外，TGA的减少和持续的量化宽松可能会在2021年为系统再增加约2.35万亿美元的存款。</b>虽然3月31日豁免到期不会对GSIB产生直接影响，但全年杠杆资产的持续增加将增加长期债务(LTD)和优先要求。在这里，摩根大通持乐观观点，并写道<b>“即使是‘最坏’的发行情况也是非常可控的，LTD需要350亿美元来满足TLAC要求，优先需求为150-200亿美元，以将全行业SLR维持在5.6%。</b></blockquote></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><blockquote>银行实体的限制更大，其杠杆敞口增加的能力约为7,650亿美元，SLR为6.2%。”高盛的观点更令人不安：该行估计，在持续的量化宽松制度下，储备能力将出现约2万亿美元的缺口，主要是银行无法接受的存款形式，作为正在进行的量化宽松的一部分（高盛对SLR困境的全面理解更是如此）。</blockquote></p><p><b>So what happens next?</b></p><p><blockquote><b>那么接下来会发生什么呢？</b></blockquote></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><p><blockquote>针对这个话题，昨天Curvature的Scott Skyrm写道“<i>最大的银行享有更大的资产负债表，但华盛顿有政治因素反对延长豁免....以下是几种情况及其对回购市场的影响</i>：</blockquote></p><p>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p><blockquote>豁免延长3个月或6个月——对回购市场没有影响。它已经完全定价了。准备金的豁免继续，但国债的豁免结束。<b>由于大型银行是回购市场上最大的现金提供者，因此进入市场的现金减少，回购利率上升。随着回购资产从最大的银行转移到其他回购市场参与者，波动性会增加。储备和国库的豁免均终止。同上。</b>换句话说，Skyrm持相对悲观的观点，警告称“由于大型银行是回购市场上最大的现金提供者，因此进入市场的现金减少，回购利率上升。”此外，随着回购资产从最大的银行转移到其他回购市场参与者，波动性可能会增加...</blockquote></p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><p><blockquote>也许有点太严厉了？上周，摩根大通为SLR制定了5种情景，其中两种预测SLR救济将于3月31日结束，具体如下：</blockquote></p><p><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p><blockquote><u><b>3.纾困3月31日结束银行全面融资</b></u><b>对银行利率的影响前端利率</b><u><b>4.纾困3月31日结束，银行增资去杠杆</b></u><b>对银行利率的影响前端利率</b>回到Zoltan，让我们回想一下，这位回购大师还警告说，“结束准备金和国债在SLR计算中的豁免可能意味着美国银行将拒绝保证金（而不是国债）的存款和准备金，为市场留出更多空间。做市活动，<b>这些资金流动将进一步增加来自TGA提款的货币基金流入。</b>\"</blockquote></p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><blockquote>更重要的是，Zoltan预计回购或更广泛的市场不会出现广泛的混乱，相反，正如他在周二的一份报告中解释的那样，他对SLR已经产生的微不足道的影响（如果它被消除，将会产生）提供了更良性的看法。</blockquote></p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><p><blockquote>如何确定Zoltan的良性观点是否正确？他在报告的最后写道，“鉴于我们到6月底FRA-OIS利差为零至负的看涨期权是基于SLR延期的结束以及美联储将尝试解决数量问题的假设价格而不是数量，今天的调整意味着FRA-OIS不会一直跌至零或负值。”</blockquote></p><p>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p><blockquote>这里的FRA-OIS将取决于外汇掉期相对于OIS的交易紧张程度，但以远低于零利率交易的国库券不再是一种风险...虽然账单偶尔会跌入负值，但到目前为止，它们避免了全面陷入NIRP，这可能只是市场正在等待的积极信号，以缓解与SLR豁免突然且基本上出乎意料的结束相关的紧张情绪。</blockquote></p><p>* *&nbsp; *</p><p><blockquote>** *</blockquote></p><p></p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p><blockquote>最后，对于那些好奇对市场的直接影响会是什么的人来说，国民西敏寺银行策略师布莱克·格温(Blake Gwinn)写道，美联储宣布银行监管豁免将于本月底到期，“确实是穿针引线”，缓解了人们对银行监管豁免的担忧。对市场的潜在长期影响<b>SLR承诺解决补充杠杆率的当前设计和校准问题，以防止紧张局势的发展，从而“结束了它，但化解了许多下意识的市场反应”</b>.</blockquote></p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p><blockquote>格温说：“我从来不担心银行第一天就会吐出国债或回购提款或类似的情况。”“我担心的是，从长远来看”，随着准备金继续上升，SLR是否会“成为一个麻烦并拖累国债和利差”格温总结道，通过这份声明，美联储<b>“真正解决这些恐惧，基本上是说，‘别担心，我们正在努力’。”</b></blockquote></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</p><p><blockquote>好吧，随着收益率在早期四女巫交易中飙升至HOD，市场似乎确实对美联储的行动持怀疑态度。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFed Disappoints Market, Lets SLR Relief Expire: What Happens Next<blockquote>美联储令市场失望，让SLR救助到期：接下来会发生什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-03-19 22:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.</p><p><blockquote>正如本文所暗示和深入讨论的那样，在伊丽莎白·沃伦(Elizabeth Warren)和谢罗德·布朗(Sherrod Brown)等进步民主党人的政治压力下，美联储决定让临时补充杠杆率(SLR)豁免如期于3月31日（规则变更一周年）到期。</blockquote></p><p>The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.<img src=\"https://static.tigerbbs.com/b822960da59d651f093b5113cd0c3fd0\" tg-width=\"500\" tg-height=\"319\" referrerpolicy=\"no-referrer\">This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –<b>suggests that the Fed is “foaming the runway” for the end of SLR exemption</b>.\"</p><p><blockquote>联邦银行监管机构今天宣布，2020年5月15日发布的存款机构补充杠杆率（SLR）的临时变更将于2021年3月31日如期到期。鉴于新冠肺炎事件，这一临时变化是为了为存款机构向家庭和企业提供信贷提供灵活性。这一结果是前纽约联储大师Zoltan Pozsar（再次）正确预测的结果，他跟随FOMC表示，“事实上，美联储实际上是先发制人地做出了这一调整——目前没有使用o/n RRP工具，因此没有能力限制，而回购和票据收益率尚未为负——<b>暗示美联储正在为SLR豁免的结束“铺路”</b>.\"</blockquote></p><p>Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"<b>Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability</b>\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:</p><p><blockquote>美联储深知这将是市场的一个非常热门的问题，因此发表了以下声明以缓解交易员的紧张情绪，并指出，虽然SLR特殊待遇将于3月31日到期，但美联储正在“邀请公众就几项潜在的SLR修改发表评论”。此外，”<b>随着时间的推移，董事会可能需要解决SLR当前的设计和校准问题，以防止出现既限制经济增长又破坏金融稳定的压力</b>”——简而言之，如果收益率飙升，美联储将立即重新引入SLR：</blockquote></p><p>The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. <b>Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.</b>To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. <b>However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.</b>The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,<b>having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...</b></p><p><blockquote>美联储周五宣布，银行控股公司补充杠杆率（SLR）的临时变化将于3月31日如期到期。<b>此外，董事会将很快就调整SLR的措施征求意见。董事会将采取适当行动，确保SLR的任何变化不会削弱银行资本要求的整体实力。</b>为了缓解COVID-19大流行造成的国债市场压力并促进对家庭和企业的贷款，董事会去年暂时修改了SLR，将美国国债和央行储备排除在外。从那时起，国债市场已经稳定下来。<b>然而，由于最近中央银行储备供应和国债发行的增长，理事会可能需要随着时间的推移解决SLR的当前设计和校准问题，以防止出现既限制经济增长又破坏金融稳定的压力。为了确保SLR（2014年作为额外资本要求而设立）在准备金较高的环境下保持有效，董事会将很快就几项潜在的SLR修改征求公众意见。</b>该提案和评论将有助于与财政部和其他监管机构就未来工作进行持续讨论，以确保国债市场的弹性。尽管美联储的WOD令人宽慰，<b>在为有利的结果做好准备后，美联储令人失望的声明几乎不是交易员所希望的消息，股市暴跌...</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/c341c3843a5031cd1599c2c89e198050\" tg-width=\"500\" tg-height=\"305\" referrerpolicy=\"no-referrer\">Bond yields spiked...</p><p><blockquote>债券收益率飙升...</blockquote></p><p><img src=\"https://static.tigerbbs.com/14173c1ce587fb45efe4c30ecc1dfbab\" tg-width=\"500\" tg-height=\"284\" referrerpolicy=\"no-referrer\">... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")...</p><p><blockquote>...而摩根大通的股票是受SLR救济影响最大的银行（正如昨天在“面对摩根大通的杠杆救济威胁”中所指出的）...</blockquote></p><p><img src=\"https://static.tigerbbs.com/32811183fba3dbddf1c440836298c7f3\" tg-width=\"500\" tg-height=\"602\" referrerpolicy=\"no-referrer\">.... slumped.</p><p><blockquote>....萎靡不振。</blockquote></p><p><img src=\"https://static.tigerbbs.com/2fba41463f15e79d2b8436cdd6a526fc\" tg-width=\"500\" tg-height=\"306\" referrerpolicy=\"no-referrer\">In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,<b>banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.</b></p><p><blockquote>如果您一直生活在岩石下，以下是您应该关心SLR决定的原因：首先，对于那些错过了我们关于这个问题的入门知识的人来说，摩根大通的一些背景（具有讽刺意味的是，这是一家从美联储损失最大的银行）的决定）底线是，如果没有SLR救济，<b>银行可能不得不去杠杆化、筹集新资本、停止回购、出售优先股、拒绝存款并普遍减少准备金（不一定是所有这些，也不是按这个顺序），就像美联储向市场注入数千亿美元一样随着财政部耗尽其TGA账户。</b></blockquote></p><p></p><p>The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. <b>The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.</b><img src=\"https://static.tigerbbs.com/392342c2f3e1dd008b2276172a9b3ecf\" tg-width=\"500\" tg-height=\"253\" referrerpolicy=\"no-referrer\">While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that<b>\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.</b></p><p><blockquote>美联储资产负债表的大幅扩张意味着美联储银行持有的银行准备金也同样大幅增长。<b>监管救济到期将使8个GSIB的杠杆敞口增加约2.1万亿美元。此外，TGA的减少和持续的量化宽松可能会在2021年为系统再增加约2.35万亿美元的存款。</b>虽然3月31日豁免到期不会对GSIB产生直接影响，但全年杠杆资产的持续增加将增加长期债务(LTD)和优先要求。在这里，摩根大通持乐观观点，并写道<b>“即使是‘最坏’的发行情况也是非常可控的，LTD需要350亿美元来满足TLAC要求，优先需求为150-200亿美元，以将全行业SLR维持在5.6%。</b></blockquote></p><p>The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).</p><p><blockquote>银行实体的限制更大，其杠杆敞口增加的能力约为7,650亿美元，SLR为6.2%。”高盛的观点更令人不安：该行估计，在持续的量化宽松制度下，储备能力将出现约2万亿美元的缺口，主要是银行无法接受的存款形式，作为正在进行的量化宽松的一部分（高盛对SLR困境的全面理解更是如此）。</blockquote></p><p><b>So what happens next?</b></p><p><blockquote><b>那么接下来会发生什么呢？</b></blockquote></p><p>Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"<i>the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market</i>:</p><p><blockquote>针对这个话题，昨天Curvature的Scott Skyrm写道“<i>最大的银行享有更大的资产负债表，但华盛顿有政治因素反对延长豁免....以下是几种情况及其对回购市场的影响</i>：</blockquote></p><p>The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. <b>Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.</b>In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...</p><p><blockquote>豁免延长3个月或6个月——对回购市场没有影响。它已经完全定价了。准备金的豁免继续，但国债的豁免结束。<b>由于大型银行是回购市场上最大的现金提供者，因此进入市场的现金减少，回购利率上升。随着回购资产从最大的银行转移到其他回购市场参与者，波动性会增加。储备和国库的豁免均终止。同上。</b>换句话说，Skyrm持相对悲观的观点，警告称“由于大型银行是回购市场上最大的现金提供者，因此进入市场的现金减少，回购利率上升。”此外，随着回购资产从最大的银行转移到其他回购市场参与者，波动性可能会增加...</blockquote></p><p>Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:</p><p><blockquote>也许有点太严厉了？上周，摩根大通为SLR制定了5种情景，其中两种预测SLR救济将于3月31日结束，具体如下：</blockquote></p><p><u><b>3. Relief ends March 31, banks fully raise capital</b></u> <b>Impact on BanksRatesFront-End Rates</b> <u><b>4. Relief ends March 31, banks raise capital &amp; de-lever</b></u> <b>Impact on BanksRatesFront-End Rates</b>Going back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,<b>and these flows will swell further money funds’ inflows coming from TGA drawdowns.</b>\"</p><p><blockquote><u><b>3.纾困3月31日结束银行全面融资</b></u><b>对银行利率的影响前端利率</b><u><b>4.纾困3月31日结束，银行增资去杠杆</b></u><b>对银行利率的影响前端利率</b>回到Zoltan，让我们回想一下，这位回购大师还警告说，“结束准备金和国债在SLR计算中的豁免可能意味着美国银行将拒绝保证金（而不是国债）的存款和准备金，为市场留出更多空间。做市活动，<b>这些资金流动将进一步增加来自TGA提款的货币基金流入。</b>\"</blockquote></p><p>More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.</p><p><blockquote>更重要的是，Zoltan预计回购或更广泛的市场不会出现广泛的混乱，相反，正如他在周二的一份报告中解释的那样，他对SLR已经产生的微不足道的影响（如果它被消除，将会产生）提供了更良性的看法。</blockquote></p><p><img src=\"https://static.tigerbbs.com/caeeb2b1290e084832f29d61cea6a90b\" tg-width=\"500\" tg-height=\"534\" referrerpolicy=\"no-referrer\">How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"</p><p><blockquote>如何确定Zoltan的良性观点是否正确？他在报告的最后写道，“鉴于我们到6月底FRA-OIS利差为零至负的看涨期权是基于SLR延期的结束以及美联储将尝试解决数量问题的假设价格而不是数量，今天的调整意味着FRA-OIS不会一直跌至零或负值。”</blockquote></p><p>FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.</p><p><blockquote>这里的FRA-OIS将取决于外汇掉期相对于OIS的交易紧张程度，但以远低于零利率交易的国库券不再是一种风险...虽然账单偶尔会跌入负值，但到目前为止，它们避免了全面陷入NIRP，这可能只是市场正在等待的积极信号，以缓解与SLR豁免突然且基本上出乎意料的结束相关的紧张情绪。</blockquote></p><p>* *&nbsp; *</p><p><blockquote>** *</blockquote></p><p></p><p>Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" as<b>the SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing</b>.</p><p><blockquote>最后，对于那些好奇对市场的直接影响会是什么的人来说，国民西敏寺银行策略师布莱克·格温(Blake Gwinn)写道，美联储宣布银行监管豁免将于本月底到期，“确实是穿针引线”，缓解了人们对银行监管豁免的担忧。对市场的潜在长期影响<b>SLR承诺解决补充杠杆率的当前设计和校准问题，以防止紧张局势的发展，从而“结束了它，但化解了许多下意识的市场反应”</b>.</blockquote></p><p>“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is<b>\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”</b></p><p><blockquote>格温说：“我从来不担心银行第一天就会吐出国债或回购提款或类似的情况。”“我担心的是，从长远来看”，随着准备金继续上升，SLR是否会“成为一个麻烦并拖累国债和利差”格温总结道，通过这份声明，美联储<b>“真正解决这些恐惧，基本上是说，‘别担心，我们正在努力’。”</b></blockquote></p><p>Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.</p><p><blockquote>好吧，随着收益率在早期四女巫交易中飙升至HOD，市场似乎确实对美联储的行动持怀疑态度。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/stocks-bopnds-tank-after-fed-lets-slr-relief-expire","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199154789","content_text":"As washinted at, and discussed in depth here,the Fed decided - under political pressure from progressive Democrats such asElizabeth Warren and Sherrod Brown- to let the temporary Supplementary Leverage Ratio (SLR) exemption expire as scheduled on March 31, the one year anniversary of the rule change.The federal bank regulatory agencies today announced that the temporary change to the supplementary leverage ratio, or SLR, for depository institutions issued on May 15, 2020, will expire as scheduled on March 31, 2021.The temporary change was made to provide flexibility for depository institutions to provide credit to households and businesses in light of the COVID-19 event.This outcome is theone (again) correctly predictedby former NY Fed guru Zoltan Pozsar who following the FOMC said that \"the fact that the Fed made this adjustment practically preemptively – the o/n RRP facility is not being used at the moment, so there are no capacity constraints yet, while repo and bill yields aren’t trading negative yet –suggests that the Fed is “foaming the runway” for the end of SLR exemption.\"Knowing well this would be a very hot button issue for the market, the Fed published thefollowing statementto ease trader nerves, noting that while the SLR special treatment will expire on March 31, the Fed is \"inviting public comment on several potential SLR modifications\" and furthermore, \"Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability\" - in short, if yields spike, the Fed will re-introduce the SLR without delay:The Federal Reserve Board on Friday announced that the temporary change to its supplementary leverage ratio, or SLR, for bank holding companies will expire as scheduled on March 31. Additionally, the Board will shortly seek comment on measures to adjust the SLR. The Board will take appropriate actions to assure that any changes to the SLR do not erode the overall strength of bank capital requirements.To ease strains in the Treasury market resulting from the COVID-19 pandemic and to promote lending to households and businesses, the Board temporarily modified the SLR last year to exclude U.S. Treasury securities and central bank reserves. Since that time, the Treasury market has stabilized. However, because of recent growth in the supply of central bank reserves and the issuance of Treasury securities, the Board may need to address the current design and calibration of the SLR over time to prevent strains from developing that could both constrain economic growth and undermine financial stability.To ensure that the SLR—which was established in 2014 as an additional capital requirement—remains effective in an environment of higher reserves, the Board will soon be inviting public comment on several potential SLR modifications.The proposal and comments will contribute to ongoing discussions with the Department of the Treasury and other regulators on future work to ensure the resiliency of the Treasury market.The Fed's soothing wods notwithstanding,having been primed for a favorable outcome, the Fed's disappointing announcement was hardly the news traders were hoping for and stocks tumbled...Bond yields spiked...... while the stock of JPM, which is the most exposed bank to SLR relief (as noted yesterday in \"Facing Up To JP Morgan's Leverage Relief Threats\")....... slumped.In case you've been living under a rock, here's why you should care about the SLR decision: First, for those whomissed our primer on the issue, some background from JPM (ironically the one bank that has the most to lose from the Fed's decision) the bottom line is that without SLR relief,banks may have to delever, raise new capital, halt buybacks, sell preferred stock, turn down deposits and generally push back on reserves (not necessarily all of these, and not in that order) just as the Fed is injecting hundreds of billions of reserves into the market as the Treasury depletes its TGA account.The massive expansion of the Fed’s balance that has occurred implied an equally massive growth in bank reserves held at Federal Reserve banks. The expiration of the regulatory relief would add ~$2.1tn of leverage exposure across the 8 GSIBs. As well, TGA reduction and continued QE could add another ~$2.35tn of deposits to the system during 2021.While the expiry of the carve-out on March 31 would not have an immediate impact on GSIBs, the continued increase in leverage assets throughout the course of the year would increase long-term debt (LTD) and preferred requirements. Here, JPM takes an optimistic view and writes that\"even the “worst” case issuance scenario as very manageable, with LTD needs of $35bn for TLAC requirements and preferred needs of $15-$20bn to maintain the industry-wide SLR at 5.6%.The constraint is greater at the bank entity, where the capacity to grow leverage exposure to be ~$765bn at 6.2% SLR.\"Goldman's take was more troubling: the bank estimated that under the continued QE regime, there would be a shortfall of some $2 trillion in reserve capacity, mainly in the form of deposits which the banks would be unable to accept as part of ongoing QE (much more in Goldman'sfull take of the SLR quandary).So what happens next?Addressing this topic, yesterday Curvature's Scott Skyrm wrote that \"the largest banks are enjoying much larger balance sheets, but there are political factors in Washington that are against an extension of the exemption.... Here are a couple of scenarios and their implications on the Repo market:The exemption is extended 3 months or 6 months - No impact on the Repo market. It's already fully priced-in.The exemption is continued for reserves, but ended for Treasurys. Since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise. Volatility increases as Repo assets move from the largest banks to the other Repo market participants.The exemption is ended for both reserves and Treasurys. Same as above.In other words, Skyrm has a relatively downbeat view, warning that \"since large banks are the largest cash providers in the Repo market, less cash is intermediated into the market and Repo rates rise.\" Additionally, volatility is likely to increase as repo assets move from the largest banks to the other Repo market participants...Perhaps a bit too draconian? Well, last week, JPMorgan laid out 5 scenarios for SLR, of which two predicted the end of SLR relief on March 31, as follow:3. Relief ends March 31, banks fully raise capital Impact on BanksRatesFront-End Rates 4. Relief ends March 31, banks raise capital & de-lever Impact on BanksRatesFront-End RatesGoing back to Zoltan, let's recallthat the repo gurualso cautioned that \"ending the exemption of reserves and Treasuries from the calculation of the SLR may mean that U.S. banks will turn away deposits and reserves on the margin (not Treasuries) to leave more room for market-making activities,and these flows will swell further money funds’ inflows coming from TGA drawdowns.\"More importantly, Zoltan does not expect broad chaos in repo or broader markets, and instead provides a more benign view on the negligible impact the SLR has had (and will be if it is eliminated), as he explained in a note from Tuesday.How to determine if Zoltan's benign view is correct? He concluded his note by writing that \"given that our call for a zero-to-negative FRA-OIS spread by the end of June was predicated on the end of SLR extension and an assumption that the Fed will try to fix a quantity problem with prices, not quantities, today’s adjustments mean that FRA-OIS won’t trade all the way down to zero or negative territory.\"FRA-OIS from here will be a function of how tight FX swaps will trade relative to OIS, but Treasury bills trading at deeply sub-zero rates is no longer a risk...While Bills have occasionally dipped into the negative territory on occasion, so far they have avoided a fullblown plunge into NIRP, which may be just the positive sign the market is waiting for to ease the nerves associated with the sudden and largely unexpected end of the SLR exemption.* *  *Finally, for those curious what the immediate market impact will be, NatWest strategist Blake Gwinn writes that the Fed announcement that they’re letting regulatory exemptions for banks expire at the end of the month \"really threads the needle and \"assuages concerns about the potential long-term impact on the markets\" asthe SLR \"ends it but defuses a lot of the knee-jerk market reaction” by pledging to address the current design and calibration of the supplementary leverage ratio to prevent strains from developing.“I was never worried about a day-one bank puke of Treasuries or drawdown in repo or anything like that on no renewal,” Gwinn said. “My concern was the longer run,” like as reserves continue to rise, would the SLR “become a nuisance and drag on Treasuries and spreads” Gwinn concludes that with the statement, the Fed is\"really speaking to those fears and basically saying, ‘don’t worry, we are on it’.”Well, with yields spiking to HOD in early quad-witch trading, the market sure seems quite skeptical that the Fed is on anything.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850336943,"gmtCreate":1634553075713,"gmtModify":1634553075935,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850336943","repostId":"1107510748","repostType":4,"repost":{"id":"1107510748","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634549845,"share":"https://www.laohu8.com/m/news/1107510748?lang=zh_CN&edition=full","pubTime":"2021-10-18 17:37","market":"us","language":"en","title":"Why Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107510748","media":"Benzinga","summary":"$Tesla Motors$’s robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to Wedbush Securities.The Tesla Analyst: Wedbush analyst DanielIves has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.The Tesla Thesis: Ives, who has been a long-time Tesla bull, said in a note Wedbus","content":"<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b><b>’s</b>&nbsp;robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to&nbsp;<b>Wedbush Securities</b>.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b><b>的</b>据报道，尽管半导体短缺和全球物流问题持续存在，但第三季度强劲的交付量将帮助这家电动汽车制造商在周三收盘后公布业绩时实现超出预期的盈利。<b>韦德布什证券</b>.</blockquote></p><p> <b>The Tesla Analyst:</b>&nbsp;Wedbush analyst&nbsp;<b>DanielIves</b>&nbsp;has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.</p><p><blockquote><b>特斯拉分析师：</b>韦德布什分析师<b>丹尼尔利夫斯</b>维持特斯拉股票跑赢大盘的评级和1,000美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>&nbsp;Ives, who has been a long-time Tesla bull, said in a note Wedbush expects the&nbsp;<b>Elon</b>&nbsp;<b>Musk</b>-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.</p><p><blockquote><b>特斯拉论文：</b>长期看好特斯拉的Ives在一份报告中表示，Wedbush预计<b>埃隆</b> <b>麝香</b>–带领电动汽车制造商报告再次“全面增长”，营收137亿美元，每股收益1.54美元，超出华尔街预期。</blockquote></p><p> Tesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.</p><p><blockquote>特斯拉本月早些时候透露，在Model 3/Y销售强劲的推动下，第三季度交付量创历史新高。</blockquote></p><p> The electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between&nbsp;221,000 to 230,000 electric vehicles, as per Ives.&nbsp; <a href=\"https://laohu8.com/S/TSS\">Total</a> production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.</p><p><blockquote>据艾夫斯称，截至9月30日的季度，这家电动汽车制造商在全球交付了241,300辆汽车，而华尔街估计电动汽车数量在221,000至23万辆之间。<a href=\"https://laohu8.com/S/TSS\">总的</a>该季度产量为238,000辆，轻松超出预期10,000辆。</blockquote></p><p> “We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk &amp; Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.</p><p><blockquote>“我们认为，当前的供应链问题已使特斯拉的年度汽车数量减少了约40,000辆，尽管存在这种动态，我们认为Musk&amp;Co.2021年的汽车数量应该接近90万辆大关，预计2022年的汽车数量为130万辆/140万辆，”Ives在一份报告中写道。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CAAS\">China</a> Bouncing Back:</b>&nbsp;After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CAAS\">中国</a>反弹：</b>Ives表示，在经历了今年早些时候的逆风之后，特斯拉将从过去几个月中国的逆风中反弹。</blockquote></p><p> “We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”</p><p><blockquote>“我们认为中国需求在本季度出现反弹，这清楚地表明全球电动汽车需求正在增长，其中中国处于领先地位。”</blockquote></p><p> Ives estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as&nbsp;<b>Nio Inc</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.</p><p><blockquote>Ives估计，随着电动汽车的快速普及，到2022年，中国将占特斯拉全球交付量的40%以上。在中国，特斯拉与本土竞争对手竞争，例如<b>蔚来公司</b>和<b>小鹏汽车</b>艾夫斯表示，他预计到2025年，电动汽车将占全球汽车销量的10%，而目前这一比例为3%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 3.03% higher at $843.03 a share on Friday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周五收盘上涨3.03%，至每股843.03美元。</blockquote></p><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>Why Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nWhy Wedbush Sees Tesla Reporting 'Beat Across The Board' With Q3 Earnings<blockquote>为什么韦德布什认为特斯拉第三季度收益“全面表现”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-18 17:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b><b>’s</b>&nbsp;robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to&nbsp;<b>Wedbush Securities</b>.</p><p><blockquote><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b><b>的</b>据报道，尽管半导体短缺和全球物流问题持续存在，但第三季度强劲的交付量将帮助这家电动汽车制造商在周三收盘后公布业绩时实现超出预期的盈利。<b>韦德布什证券</b>.</blockquote></p><p> <b>The Tesla Analyst:</b>&nbsp;Wedbush analyst&nbsp;<b>DanielIves</b>&nbsp;has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.</p><p><blockquote><b>特斯拉分析师：</b>韦德布什分析师<b>丹尼尔利夫斯</b>维持特斯拉股票跑赢大盘的评级和1,000美元的目标价。</blockquote></p><p> <b>The Tesla Thesis:</b>&nbsp;Ives, who has been a long-time Tesla bull, said in a note Wedbush expects the&nbsp;<b>Elon</b>&nbsp;<b>Musk</b>-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.</p><p><blockquote><b>特斯拉论文：</b>长期看好特斯拉的Ives在一份报告中表示，Wedbush预计<b>埃隆</b> <b>麝香</b>–带领电动汽车制造商报告再次“全面增长”，营收137亿美元，每股收益1.54美元，超出华尔街预期。</blockquote></p><p> Tesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.</p><p><blockquote>特斯拉本月早些时候透露，在Model 3/Y销售强劲的推动下，第三季度交付量创历史新高。</blockquote></p><p> The electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between&nbsp;221,000 to 230,000 electric vehicles, as per Ives.&nbsp; <a href=\"https://laohu8.com/S/TSS\">Total</a> production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.</p><p><blockquote>据艾夫斯称，截至9月30日的季度，这家电动汽车制造商在全球交付了241,300辆汽车，而华尔街估计电动汽车数量在221,000至23万辆之间。<a href=\"https://laohu8.com/S/TSS\">总的</a>该季度产量为238,000辆，轻松超出预期10,000辆。</blockquote></p><p> “We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk &amp; Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.</p><p><blockquote>“我们认为，当前的供应链问题已使特斯拉的年度汽车数量减少了约40,000辆，尽管存在这种动态，我们认为Musk&amp;Co.2021年的汽车数量应该接近90万辆大关，预计2022年的汽车数量为130万辆/140万辆，”Ives在一份报告中写道。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CAAS\">China</a> Bouncing Back:</b>&nbsp;After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CAAS\">中国</a>反弹：</b>Ives表示，在经历了今年早些时候的逆风之后，特斯拉将从过去几个月中国的逆风中反弹。</blockquote></p><p> “We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”</p><p><blockquote>“我们认为中国需求在本季度出现反弹，这清楚地表明全球电动汽车需求正在增长，其中中国处于领先地位。”</blockquote></p><p> Ives estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as&nbsp;<b>Nio Inc</b>&nbsp;and&nbsp;<b>Xpeng Inc</b>&nbsp;Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.</p><p><blockquote>Ives估计，随着电动汽车的快速普及，到2022年，中国将占特斯拉全球交付量的40%以上。在中国，特斯拉与本土竞争对手竞争，例如<b>蔚来公司</b>和<b>小鹏汽车</b>艾夫斯表示，他预计到2025年，电动汽车将占全球汽车销量的10%，而目前这一比例为3%。</blockquote></p><p> <b>Price Action:</b>&nbsp;Tesla shares closed 3.03% higher at $843.03 a share on Friday.</p><p><blockquote><b>价格走势：</b>特斯拉股价周五收盘上涨3.03%，至每股843.03美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107510748","content_text":"Tesla Motors’s robust third-quarter deliveries — that came despite an ongoing semiconductor shortage and global logistics issues — will help the electric vehicle maker deliver an earnings beat when it reports results on Wednesday after the closing bell, according to Wedbush Securities.\nThe Tesla Analyst: Wedbush analyst DanielIves has maintained an Outperform rating and a price target of $1,000 on the Tesla stock.\nThe Tesla Thesis: Ives, who has been a long-time Tesla bull, said in a note Wedbush expects the Elon Musk-led electric vehicle maker to report another \"beat across the board\" and exceed Street estimates of $13.7 billion in revenue and earnings per share of $1.54.\nTesla had earlier this month revealed a record beat on third-quarter deliveries, driven by strength in Model 3/Y sales.\nThe electric vehicle makerdelivered241,300 vehicles globally for the quarter ended Sept. 30, while the Street was estimating a number between 221,000 to 230,000 electric vehicles, as per Ives.  Total production in the quarter was 238,000 vehicles which handily beat estimates by 10,000 units.\n“We believe the current supply chain issues has taken roughly 40,000 cars off the annual numbers for Tesla and despite this dynamic, we believe Musk & Co. should be near the ~900,000 mark for 2021 with a 1.3 million/1.4 million unit bogey for 2022,” Ives wrote in a note.\nChina Bouncing Back: After headwinds earlier this year, Tesla is set to bounce back from headwinds in China seen in the past months, Ives said.\n“We believe China demand rebounded in the quarter and is a clear indicator of the step up in EV demand taking place globally with China leading the way.”\nIves estimates China would represent over 40% of Tesla’s global deliveries in 2022 amid faster electric vehicle adoption. In China, Tesla competes with homegrown rivals such as Nio Inc and Xpeng Inc Ives said he expects electric vehicles to hit 10% of global automotive sales by 2025, from 3% now.\nPrice Action: Tesla shares closed 3.03% higher at $843.03 a share on Friday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809739004,"gmtCreate":1627392575308,"gmtModify":1631889782778,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809739004","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152360718,"gmtCreate":1625271013534,"gmtModify":1631891715748,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152360718","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158106718,"gmtCreate":1625133657734,"gmtModify":1631891715759,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/158106718","repostId":"2148424988","repostType":4,"repost":{"id":"2148424988","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625133124,"share":"https://www.laohu8.com/m/news/2148424988?lang=zh_CN&edition=full","pubTime":"2021-07-01 17:52","market":"us","language":"en","title":"5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2148424988","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>  <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>  <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li> </ul> <ul>  <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>  <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA）将在开盘前公布季度收益为每股1.17美元，营收为337.6亿美元。沃尔格林股价在盘后交易中上涨0.7%，至53.00美元。</li><li><b>美光科技公司。</b>（纳斯达克：MU）公布的第三季度业绩好于预期。该公司还同意将其位于犹他州利希的工厂出售给德州仪器。美光科技股价在盘后交易时段上涨2.3%，至83.05美元。</li><li>分析师预计<b>麦考密克公司</b>（纽约证券交易所股票代码：MKC）最近一个季度每股收益为0.61美元，营收为14.7亿美元。该公司将在开市前发布财报。味好美股价在盘后交易中下跌0.1%，至88.29美元。</li></ul><ul><li><b>房地产收入公司</b>（纽约证券交易所股票代码：O）为8,000,000股普通股的承销公开发行定价，预计总收益约为5.19亿美元。Realty Income股价在盘后交易时段下跌1.3%，至65.85美元。</li><li>分析师预计<b>敏锐品牌公司。</b>（纽约证券交易所股票代码：AYI）将在开盘前公布季度收益为每股2.27美元，营收为8.3975亿美元。Acuity Brands股价在盘后交易中上涨1.5%，至189.89美元。</li></ul></blockquote></p><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>5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For July 1, 2021<blockquote>2021年7月1日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-01 17:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括：</blockquote></p><p> <ul>  <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.</li>  <li><b>Micron Technology, Inc. </b> (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.</li>  <li>Analysts are expecting <b> McCormick &amp; Company, Incorporated</b> (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.</li> </ul> <ul>  <li><b>Realty Income Corporation</b> (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.</li>  <li>Analysts expect <b> Acuity Brands, Inc.</b> (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA）将在开盘前公布季度收益为每股1.17美元，营收为337.6亿美元。沃尔格林股价在盘后交易中上涨0.7%，至53.00美元。</li><li><b>美光科技公司。</b>（纳斯达克：MU）公布的第三季度业绩好于预期。该公司还同意将其位于犹他州利希的工厂出售给德州仪器。美光科技股价在盘后交易时段上涨2.3%，至83.05美元。</li><li>分析师预计<b>麦考密克公司</b>（纽约证券交易所股票代码：MKC）最近一个季度每股收益为0.61美元，营收为14.7亿美元。该公司将在开市前发布财报。味好美股价在盘后交易中下跌0.1%，至88.29美元。</li></ul><ul><li><b>房地产收入公司</b>（纽约证券交易所股票代码：O）为8,000,000股普通股的承销公开发行定价，预计总收益约为5.19亿美元。Realty Income股价在盘后交易时段下跌1.3%，至65.85美元。</li><li>分析师预计<b>敏锐品牌公司。</b>（纽约证券交易所股票代码：AYI）将在开盘前公布季度收益为每股2.27美元，营收为8.3975亿美元。Acuity Brands股价在盘后交易中上涨1.5%，至189.89美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","O":"Realty Income Corp","WBA":"沃尔格林联合博姿","MKC":"味好美","AYI":"Acuity Brands Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148424988","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  Walgreens Boots Alliance Inc (NASDAQ:WBA) to report quarterly earnings at $1.17 per share on revenue of $33.76 billion before the opening bell. Walgreens shares gained 0.7% to $53.00 in after-hours trading.\nMicron Technology, Inc.  (NASDAQ:MU) reported better-than-expected results for its third quarter. The company also agreed to sell its Lehi, Utah, fab to Texas Instruments. Micron shares 2.3% to $83.05 in the after-hours trading session.\nAnalysts are expecting  McCormick & Company, Incorporated (NYSE:MKC) to have earned $0.61 per share on revenue of $1.47 billion for the latest quarter. The company will release earnings before the markets open. McCormick shares fell 0.1% to $88.29 in after-hours trading.\n\n\nRealty Income Corporation (NYSE:O) priced an underwritten public offering of 8,000,000 shares of its common stock for expected gross proceeds of around $519 million. Realty Income shares fell 1.3% to $65.85 in the after-hours trading session.\nAnalysts expect  Acuity Brands, Inc. (NYSE:AYI) to report quarterly earnings at $2.27 per share on revenue of $839.75 million before the opening bell. Acuity Brands shares gained 1.5% to $189.89 in after-hours trading.","news_type":1,"symbols_score_info":{"MKC":0.9,"WBA":0.9,"MU":0.9,"O":0.9,"AYI":0.9}},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197601193,"gmtCreate":1621455757912,"gmtModify":1634189082138,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/197601193","repostId":"1103552481","repostType":4,"repost":{"id":"1103552481","kind":"news","pubTimestamp":1621428667,"share":"https://www.laohu8.com/m/news/1103552481?lang=zh_CN&edition=full","pubTime":"2021-05-19 20:51","market":"us","language":"en","title":"3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103552481","media":"Barrons","summary":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but inv","content":"<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p><p><blockquote>美联储最新的会议纪要预计今天不会引起太大轰动，但投资者仍应关注一些不同的主题。</blockquote></p><p> The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:&nbsp; A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a&nbsp;surprisingly weak jobs report&nbsp;and a&nbsp;stronger-than-expected consumer inflation report, for example.</p><p><blockquote>会议纪要将于今天下午2点公布，美联储观察人士在解读其意义时可能会面临比平时更大的挑战：自4月28日至29日的会议以来，经济发生了很大变化。例如，接下来的几周带来了令人惊讶的疲软就业报告和强于预期的消费者通胀报告。</blockquote></p><p> And unlike&nbsp;last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April.&nbsp;The 10-year yield has&nbsp;dropped to 1.64%&nbsp;from 1.74% on March 31.</p><p><blockquote>与上个月的会议不同，美国国债并没有出现引人注目的抛售来引起官员的注意。尽管经济数据显示4月份价格压力更大，但收益率的急剧攀升在3月底有所减弱。10年期国债收益率已从3月31日的1.74%降至1.64%。</blockquote></p><p> Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p><p><blockquote>然而，这份文件仍可能为央行的观点提供一些线索。自上次会议以来，官员们也提供了更多关于政策的观点。值得注意的是，美联储副主席理查德·克拉里达在周一的一次会议上发表讲话，并讨论了最近的一些经济数据点。</blockquote></p><p> Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p><p><blockquote>以下是策略师对今天会议的预期，以及克拉里达对这些主题的看法：</blockquote></p><p> <b>“Attuned and Attentive” to “Transitory” Inflation?</b></p><p><blockquote><b>“适应并关注”“暂时性”通货膨胀？</b></blockquote></p><p> One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p><p><blockquote>包括美联储主席杰罗姆·鲍威尔（Jerome Powell）在内的美联储官员的一个流行观点是，今年春天预计将带来通胀“暂时”上升，这主要与去年疫情导致经济活动急剧减速后美国经济重新开放有关。</blockquote></p><p> Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p><p><blockquote>瑞穗经济学家Steven Ricchiuto和Alex Pelle在5月18日的一份报告中写道，他们预计会议纪要中“多次提到‘暂时’价格压力”。他们还强调，4月份消费者价格涨幅最大的许多行业都是需求受疫情打击最严重的行业，例如酒店和机票。“到目前为止，这证实了美联储的想法，”他们补充道。</blockquote></p><p> Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:&nbsp; That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p><p><blockquote>然而，在周一的会议上，克拉里达似乎在重复一种关于通胀的不同类型的保证：央行将“协调并关注”任何显示价格压力上升的数据。</blockquote></p><p> “In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p><p><blockquote>“在CPI报告中，[重新开放]确实明显给价格带来了上行压力。现在我们的基线观点是，其中大部分可能是暂时的，但我们必须适应并关注即将到来的数据，”他说。“我们任务的关键要素是价格稳定，而价格稳定的一个重要组成部分是稳定的通胀预期。如果我们看到价格或通胀面临上行压力，有可能推高通胀预期，我毫不怀疑我们会使用我们的工具来解决这种情况。”</blockquote></p><p> <b>Taper Timeline</b></p><p><blockquote><b>锥形时间表</b></blockquote></p><p> Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p><p><blockquote>投资者还将关注央行是否就何时开始削减每月1200亿美元的债券购买量提供任何额外指导。鲍威尔曾表示，美联储希望在削减购买之前，在实现充分就业和长期平均通胀率2%的目标方面取得“实质性的进一步进展”，但官员们没有提供太多额外指导。</blockquote></p><p> Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases&nbsp;late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p><p><blockquote>华尔街大多数人预计，美联储将在今年夏末或秋季讨论减少或缩减购买规模的长期计划。NatWest Markets在周一的一份报告中表示，预计美联储将在9月份开始谈论缩减购债规模，并在明年实际上开始放缓购债步伐。</blockquote></p><p> So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p><p><blockquote>因此，最新会议纪要中任何更详细的讨论都可能令投资者感到意外，并可能对市场产生影响。</blockquote></p><p> <b>Labor-Market Outlook</b></p><p><blockquote><b>劳工市场展望</b></blockquote></p><p> One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p><p><blockquote>决定美联储债券购买（和其他宽松政策）前景的一个关键因素是劳动力市场的复苏。在令人失望的四月份就业报告之后，这一问题仍然悬而未决。</blockquote></p><p> Still, there is a chance investors could find more context on one of their questions in the minutes:&nbsp; How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p><p><blockquote>尽管如此，投资者仍有可能在会议纪要中找到有关他们的一个问题的更多背景：多少改善足以让美联储开始撤回宽松政策？换句话说，“实质性的进一步进展”是什么意思？</blockquote></p><p> Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p><p><blockquote>在4月份劳动力市场令人失望的消息传出之前，华尔街大多数人预计本月将创造就业机会强劲，这是鲍威尔曾表示，在美国实现“实质性的进一步进展”之前，需要实现“一系列”强劲复苏的又一步。美联储的目标。这可能促使官员们讨论复苏需要走多远，央行才能开始退出。</blockquote></p><p> Clarida discussed the April employment report on Monday as well.</p><p><blockquote>克拉里达周一还讨论了4月份的就业报告。</blockquote></p><p></p><p> “What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p><p><blockquote>“四月份就业报告告诉我的是，我们使劳动力市场，特别是服务业供需平衡的方式可能需要一些时间，并且随着工人重返就业，可能会对价格产生一些上行压力，因此我们必须适应并关注数据流，”他说。“根据四月份就业报告，我们没有取得实质性的进一步进展，但随着数据的出现，我们作为一个委员会将不得不对其进行评估，并最终做出判断。”</blockquote></p><p> Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:&nbsp; Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the&nbsp;economic data has been so volatile&nbsp;during the reopening that the picture could change significantly by the time the Fed meets again in June.</p><p><blockquote>最终，未来劳动力市场数据的重要性暗示了美联储会议纪要的更广泛结论：未来几个月的经济数据可能是美联储行动及其取消市场和经济宽松计划的最终仲裁者。在重新开放期间，经济数据波动如此之大，以至于到美联储6月份再次开会时，情况可能会发生重大变化。</blockquote></p><p> That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p><p><blockquote>这意味着投资者将不得不再持有一段时间才能了解央行计划何时开始退出。</blockquote></p><p> “We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p><p><blockquote>BMO策略师Ian Lyngen写道：“我们不愿意将这种均衡视为任何形式的均衡，相反，随着宏观预期的进一步细化，它更有可能被证明是一种暂时的持有模式。”“显然，我们的问题多于答案。”</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Things to Watch for in the Fed Minutes Today<blockquote>今日美联储会议纪要中值得关注的3件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-19 20:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.</p><p><blockquote>美联储最新的会议纪要预计今天不会引起太大轰动，但投资者仍应关注一些不同的主题。</blockquote></p><p> The minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:&nbsp; A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a&nbsp;surprisingly weak jobs report&nbsp;and a&nbsp;stronger-than-expected consumer inflation report, for example.</p><p><blockquote>会议纪要将于今天下午2点公布，美联储观察人士在解读其意义时可能会面临比平时更大的挑战：自4月28日至29日的会议以来，经济发生了很大变化。例如，接下来的几周带来了令人惊讶的疲软就业报告和强于预期的消费者通胀报告。</blockquote></p><p> And unlike&nbsp;last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April.&nbsp;The 10-year yield has&nbsp;dropped to 1.64%&nbsp;from 1.74% on March 31.</p><p><blockquote>与上个月的会议不同，美国国债并没有出现引人注目的抛售来引起官员的注意。尽管经济数据显示4月份价格压力更大，但收益率的急剧攀升在3月底有所减弱。10年期国债收益率已从3月31日的1.74%降至1.64%。</blockquote></p><p> Yet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.</p><p><blockquote>然而，这份文件仍可能为央行的观点提供一些线索。自上次会议以来，官员们也提供了更多关于政策的观点。值得注意的是，美联储副主席理查德·克拉里达在周一的一次会议上发表讲话，并讨论了最近的一些经济数据点。</blockquote></p><p> Here’s what strategists expect out of the meeting today, and what Clarida said about the topics:</p><p><blockquote>以下是策略师对今天会议的预期，以及克拉里达对这些主题的看法：</blockquote></p><p> <b>“Attuned and Attentive” to “Transitory” Inflation?</b></p><p><blockquote><b>“适应并关注”“暂时性”通货膨胀？</b></blockquote></p><p> One popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.</p><p><blockquote>包括美联储主席杰罗姆·鲍威尔（Jerome Powell）在内的美联储官员的一个流行观点是，今年春天预计将带来通胀“暂时”上升，这主要与去年疫情导致经济活动急剧减速后美国经济重新开放有关。</blockquote></p><p> Mizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.</p><p><blockquote>瑞穗经济学家Steven Ricchiuto和Alex Pelle在5月18日的一份报告中写道，他们预计会议纪要中“多次提到‘暂时’价格压力”。他们还强调，4月份消费者价格涨幅最大的许多行业都是需求受疫情打击最严重的行业，例如酒店和机票。“到目前为止，这证实了美联储的想法，”他们补充道。</blockquote></p><p> Yet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:&nbsp; That the central bank would be “attuned and attentive” to any data showing higher price pressures.</p><p><blockquote>然而，在周一的会议上，克拉里达似乎在重复一种关于通胀的不同类型的保证：央行将“协调并关注”任何显示价格压力上升的数据。</blockquote></p><p> “In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”</p><p><blockquote>“在CPI报告中，[重新开放]确实明显给价格带来了上行压力。现在我们的基线观点是，其中大部分可能是暂时的，但我们必须适应并关注即将到来的数据，”他说。“我们任务的关键要素是价格稳定，而价格稳定的一个重要组成部分是稳定的通胀预期。如果我们看到价格或通胀面临上行压力，有可能推高通胀预期，我毫不怀疑我们会使用我们的工具来解决这种情况。”</blockquote></p><p> <b>Taper Timeline</b></p><p><blockquote><b>锥形时间表</b></blockquote></p><p> Investors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.</p><p><blockquote>投资者还将关注央行是否就何时开始削减每月1200亿美元的债券购买量提供任何额外指导。鲍威尔曾表示，美联储希望在削减购买之前，在实现充分就业和长期平均通胀率2%的目标方面取得“实质性的进一步进展”，但官员们没有提供太多额外指导。</blockquote></p><p> Most on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases&nbsp;late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.</p><p><blockquote>华尔街大多数人预计，美联储将在今年夏末或秋季讨论减少或缩减购买规模的长期计划。NatWest Markets在周一的一份报告中表示，预计美联储将在9月份开始谈论缩减购债规模，并在明年实际上开始放缓购债步伐。</blockquote></p><p> So any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.</p><p><blockquote>因此，最新会议纪要中任何更详细的讨论都可能令投资者感到意外，并可能对市场产生影响。</blockquote></p><p> <b>Labor-Market Outlook</b></p><p><blockquote><b>劳工市场展望</b></blockquote></p><p> One key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.</p><p><blockquote>决定美联储债券购买（和其他宽松政策）前景的一个关键因素是劳动力市场的复苏。在令人失望的四月份就业报告之后，这一问题仍然悬而未决。</blockquote></p><p> Still, there is a chance investors could find more context on one of their questions in the minutes:&nbsp; How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?</p><p><blockquote>尽管如此，投资者仍有可能在会议纪要中找到有关他们的一个问题的更多背景：多少改善足以让美联储开始撤回宽松政策？换句话说，“实质性的进一步进展”是什么意思？</blockquote></p><p> Before the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.</p><p><blockquote>在4月份劳动力市场令人失望的消息传出之前，华尔街大多数人预计本月将创造就业机会强劲，这是鲍威尔曾表示，在美国实现“实质性的进一步进展”之前，需要实现“一系列”强劲复苏的又一步。美联储的目标。这可能促使官员们讨论复苏需要走多远，央行才能开始退出。</blockquote></p><p> Clarida discussed the April employment report on Monday as well.</p><p><blockquote>克拉里达周一还讨论了4月份的就业报告。</blockquote></p><p></p><p> “What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”</p><p><blockquote>“四月份就业报告告诉我的是，我们使劳动力市场，特别是服务业供需平衡的方式可能需要一些时间，并且随着工人重返就业，可能会对价格产生一些上行压力，因此我们必须适应并关注数据流，”他说。“根据四月份就业报告，我们没有取得实质性的进一步进展，但随着数据的出现，我们作为一个委员会将不得不对其进行评估，并最终做出判断。”</blockquote></p><p> Ultimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:&nbsp; Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the&nbsp;economic data has been so volatile&nbsp;during the reopening that the picture could change significantly by the time the Fed meets again in June.</p><p><blockquote>最终，未来劳动力市场数据的重要性暗示了美联储会议纪要的更广泛结论：未来几个月的经济数据可能是美联储行动及其取消市场和经济宽松计划的最终仲裁者。在重新开放期间，经济数据波动如此之大，以至于到美联储6月份再次开会时，情况可能会发生重大变化。</blockquote></p><p> That means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.</p><p><blockquote>这意味着投资者将不得不再持有一段时间才能了解央行计划何时开始退出。</blockquote></p><p> “We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”</p><p><blockquote>BMO策略师Ian Lyngen写道：“我们不愿意将这种均衡视为任何形式的均衡，相反，随着宏观预期的进一步细化，它更有可能被证明是一种暂时的持有模式。”“显然，我们的问题多于答案。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/inflation-jobs-and-more-to-watch-for-in-todays-fed-minutes-release-51621421812?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103552481","content_text":"The Federal Reserve’s latest meeting minutes aren’t expected to make much of a splash today, but investors should still keep an eye out for a few different themes.\nThe minutes are due out at 2 p.m. today, and Fed watchers may face a greater challenge than usual in deciphering their significance:  A lot has changed in the economy since the April 28-29 meeting. The ensuing weeks have brought a surprisingly weak jobs report and a stronger-than-expected consumer inflation report, for example.\nAnd unlike last month’s meeting, there wasn’t an attention-grabbing selloff in Treasuries to command officials’ attention. The steep climb in yields abated at the end of March, even as economic data showed and stronger price pressures in April. The 10-year yield has dropped to 1.64% from 1.74% on March 31.\nYet the document may still provide some clues about the central bank’s views. And officials have provided more perspective on policy since the latest meeting as well. Notably, Fed Vice Chair Richard Clarida spoke at a conference on Monday and discussed some recent economic data points as well.\nHere’s what strategists expect out of the meeting today, and what Clarida said about the topics:\n“Attuned and Attentive” to “Transitory” Inflation?\nOne popular line among Fed officials, including Fed Chair Jerome Powell, has been the assurance that this spring is expected to bring a “transitory” rise in inflation, mostly related to the reopening of the U.S. economy after the pandemic brought a sharp deceleration in activity last year.\nMizuho economists Steven Ricchiuto and Alex Pelle wrote in a May 18 note that they expect “several mentions of ‘transitory’ price pressures” in the minutes. They also highlighted that many of the steepest increases in consumer prices in April were in sectors where demand had been hit most by the pandemic, such as hotels and airfares. “So far [that] validates the Fed’s thinking,” they added.\nYet at Monday’s conference, Clarida seemed to be repeating a different type of assurance about inflation:  That the central bank would be “attuned and attentive” to any data showing higher price pressures.\n“In the CPI report, [reopening] did clearly put upward pressure on prices. Now our baseline view is that most of this is likely to be transitory, but we have to be attuned and attentive to the incoming data,” he said. “[The] key element of our mandate is price stability and an important component of price stability is well-anchored inflation expectations. If we were to see upward pressure on prices or inflation that threatened to put inflation expectations higher, I have no doubt we would use our tools to address that situation.”\nTaper Timeline\nInvestors will also be looking to see if the central bank provides any additional guidance on when it might start paring back its $120 billion in monthly bond purchases. Powell has said the Fed wants to make “substantial further progress” toward its goals of full employment and a long-term average of 2% inflation before it wants to pare down its purchases, but officials haven’t provided much additional guidance.\nMost on Wall Street expect the Fed to discuss longer-term plans to reduce, or taper, its purchases late this summer or during the fall. NatWest Markets said in a Monday note that it expects the Fed to start talking about tapering its purchases in September and actually start to reduce the pace of bond-buying next year.\nSo any more detailed discussion in the latest meeting minutes could come as a surprise to investors and potentially matter for markets.\nLabor-Market Outlook\nOne key factor that will determine the outlook for the Fed’s bond buying (and other accommodation) is the recovery in the labor market. And that remains up in the air, after the disappointing April jobs report.\nStill, there is a chance investors could find more context on one of their questions in the minutes:  How much improvement will be enough for the Fed to start withdrawing accommodation? In other words, what does “substantial further progress” mean?\nBefore the disappointing news on April’s labor market, most of Wall Street expected a strong month for jobs creation, another step toward the “string” of strong months of recovery that Powell had said was needed before the U.S. achieved “substantial further progress” toward the Fed’s goals. That may have prompted officials to discuss just how far along the recovery would need to go before the central bank could start stepping back.\nClarida discussed the April employment report on Monday as well.\n“What the April employment report said to me is that the way we bring supply and demand into balance in the labor market, especially in the service sector, may take some time and may produce some upward pressure on prices as workers return to employment, so we have to be attuned and attentive to that data flow,” he said. “Per that April employment report, we have not made substantial further progress, but as the data comes in we as a committee will have to evaluate that, and ultimately make a judgment.”\nUltimately, the importance of future labor-market data hints at the broader takeaway from the Fed’s meeting minutes:  Coming months’ economic data may be the final arbiter of what the Fed does, and its plans to remove accommodation from markets and the economy. And the economic data has been so volatile during the reopening that the picture could change significantly by the time the Fed meets again in June.\nThat means investors will have to hold tight for a while longer to get a sense of when the central bank plans to start stepping back.\n“We’re reluctant to call this an equilibrium of any sort – rather it’s much more likely to prove a temporary holding pattern as macro expectations are further refined,” wrote Ian Lyngen, strategist with BMO. “Clearly, we have more questions than answers.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196993217,"gmtCreate":1621003187139,"gmtModify":1634194624379,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196993217","repostId":"2135069756","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356532353,"gmtCreate":1616789431972,"gmtModify":1634523995380,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[可爱]&nbsp;","listText":"[可爱]&nbsp;","text":"[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/356532353","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要通过两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要通过两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860564677,"gmtCreate":1632189434699,"gmtModify":1632802186012,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860564677","repostId":"1117810562","repostType":4,"repost":{"id":"1117810562","kind":"news","pubTimestamp":1632188156,"share":"https://www.laohu8.com/m/news/1117810562?lang=zh_CN&edition=full","pubTime":"2021-09-21 09:35","market":"hk","language":"en","title":"Hong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117810562","media":"AFP","summary":"Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.\nT","content":"<p>Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.</p><p><blockquote>香港股市周二早盘暴跌，延续了前一天的跌势。</blockquote></p><p> The Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.</p><p><blockquote>恒生指数下跌1.08%，即259.96点，至23,839.18点。</blockquote></p><p> Mainland Chinese markets are closed for a holiday.</p><p><blockquote>中国大陆市场因假期休市。</blockquote></p><p></p>","source":"lsy1605843958005","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: 12.5px; color: #7E829C; margin: 0;}\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\">\nHong Kong: Stocks tumble at open<blockquote>香港：股市开盘暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AFP</strong><span class=\"h-time small\">2021-09-21 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.</p><p><blockquote>香港股市周二早盘暴跌，延续了前一天的跌势。</blockquote></p><p> The Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.</p><p><blockquote>恒生指数下跌1.08%，即259.96点，至23,839.18点。</blockquote></p><p> Mainland Chinese markets are closed for a holiday.</p><p><blockquote>中国大陆市场因假期休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesstimes.com.sg/stocks/hong-kong-stocks-tumble-at-open-on-evergrande-fears\">AFP</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSCCI":"红筹指数","HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"https://www.businesstimes.com.sg/stocks/hong-kong-stocks-tumble-at-open-on-evergrande-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117810562","content_text":"Hong Kong shares tumbled at the start of trade Tuesday morning, extending the previous day's rout.\nThe Hang Seng Index sank 1.08 per cent or 259.96 points to 23,839.18.\nMainland Chinese markets are closed for a holiday.","news_type":1,"symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125145693,"gmtCreate":1624665961312,"gmtModify":1631891715762,"author":{"id":"3552793013435190","authorId":"3552793013435190","name":"Apple888","avatar":"https://static.tigerbbs.com/3cd881eacfe2b6de7045a1744276477c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552793013435190","idStr":"3552793013435190"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125145693","repostId":"1177764085","repostType":4,"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}