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JL1Apr
JL1Apr
·
2022-09-26
粘性物价指数。
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
本周（9.26-9.30）重磅财经事件：经济数据方面，美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面，3B家居、
本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭
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JL1Apr
JL1Apr
·
2022-09-26
同意。
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JL1Apr
JL1Apr
·
2022-09-24
You should be worried.
Why I'm Not Worried About the Stock Market
A lot of scary words have been floating around with "recession" and "inflation" at the top of the li
Why I'm Not Worried About the Stock Market
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JL1Apr
JL1Apr
·
2022-09-14
Why sell off only now? This was expected. It wouldn't get rosy with EPS either.
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JL1Apr
JL1Apr
·
2022-09-07
Shouldn't all be underweight?
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JL1Apr
JL1Apr
·
2022-08-05
Inflation bloated payroll makes any sense?
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JL1Apr
JL1Apr
·
2022-08-01
状况不明朗。等第三季后应该会明朗。
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JL1Apr
JL1Apr
·
2022-07-27
那应该持现金还是持股？
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JL1Apr
JL1Apr
·
2022-07-21
Blatant inside trading.
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JL1Apr
JL1Apr
·
2022-07-19
A resounding yes.
Is Alibaba Stock Worth Buying?
Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back
Is Alibaba Stock Worth Buying?
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referrerpolicy=\"no-referrer\"/></p><p>周一，投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前，波士顿联储主席柯林斯指出：我们还没有看到物价大幅回落，而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词：美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面，</b>美国8月耐用品订单月率初值将公布，继PMI等宏观经济指标崩溃后，这是美国经济恶化的又一迹象，8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%，低于预期的0.8%，6月环比增速为2%（上修为2.2%），此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>，克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话；美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一，公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外，事件方面，</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词：美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三，关注大宗商品的投资者可留意，<b>美国将公布当周API和EIA原油库存变动</b>，料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶，预期增加232万桶，前值增加603.5万桶。EIA报告显示，截至9月16日当周，美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面，</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前，旧金山联储主席戴利表示，宣布战胜通胀为时过早，<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示，<b>欧洲央行将继续加息，不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面，</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业，主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新，公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系，引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍，公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商，<b>按照此前的融资，中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词：美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四，经济数据方面，</b>欧元区将公布9月经济景气指数，料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6，<b>为该数据2021年2月以来的最低水平</b>，不及预期的98,7月数据也从99下修至98.9；多家研究机构预测，<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速，欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外，美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人，为2022年5月28日当周以来新低。预期21.8万人，前值21.3万人，修正值20.8万人。截至9月17日当周初的请失业金人数表明，<b>美国劳动力市场比几个月前看起来更强劲，这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面，</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话；圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词：中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面，</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标，这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面，</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议；美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n本周前瞻 | “美联储最关注的通胀指标之一”PCE重磅来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-09-26 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>本周（9.26-9.30）重磅财经事件：</b></p><blockquote>经济数据方面，美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。</blockquote><blockquote>财报方面，3B家居、美光科技、耐克等将公布财报。</blockquote><blockquote>新股方面，万物云、零跑汽车预计周四登陆港交所。</blockquote><blockquote>事件方面，理想汽车将于周五下午15:00举行L8发布会。</blockquote><blockquote>此外，投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。</blockquote><p><b>9月26日 周一关键词：波斯顿联储主席柯林斯发言</b><img src=\"https://static.tigerbbs.com/3a785a4739d9e13bd79fd1a6dd83d210\" tg-width=\"953\" tg-height=\"732\" referrerpolicy=\"no-referrer\"/></p><p>周一，投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。</p><blockquote>此前，波士顿联储主席柯林斯指出：我们还没有看到物价大幅回落，而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。</blockquote><p><b>9月27日 周二关键词：美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议</b><img src=\"https://static.tigerbbs.com/925f79c9c96f3910a4b7b1b489c0f8e2\" tg-width=\"948\" tg-height=\"994\" referrerpolicy=\"no-referrer\"/></p><p><b>经济数据方面，</b>美国8月耐用品订单月率初值将公布，继PMI等宏观经济指标崩溃后，这是美国经济恶化的又一迹象，8月耐用品订单数据料继续低迷。</p><blockquote>美国7月耐用品订单环比初值增长0%，低于预期的0.8%，6月环比增速为2%（上修为2.2%），此前耐用品订单已经连续4个月上行。</blockquote><p><b>美联储动态方面</b>，克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话；美联储主席鲍威尔将出席数字货币专家小组会议。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/06678\">百德医疗</a>新股申购结束。</p><blockquote>百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一，公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。</blockquote><p><b>此外，事件方面，</b>卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。</p><p><b>9月28日 周三关键词：美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果</b><img src=\"https://static.tigerbbs.com/e785870b1e27eea32bc612e15054e856\" tg-width=\"954\" tg-height=\"897\" referrerpolicy=\"no-referrer\"/></p><p>周三，关注大宗商品的投资者可留意，<b>美国将公布当周API和EIA原油库存变动</b>，料继续录得增加。</p><blockquote>美国9月16日当周API原油库存增加103.5万桶，预期增加232万桶，前值增加603.5万桶。EIA报告显示，截至9月16日当周，美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。</blockquote><p><b>美联储动态方面，</b>旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。</p><blockquote>此前，旧金山联储主席戴利表示，宣布战胜通胀为时过早，<b>美联储明年不会很快降息。</b>欧洲央行行长拉加德近期表示，<b>欧洲央行将继续加息，不让高通胀影响经济行为并成为一个长期性问题。</b></blockquote><p><b>新股方面，</b><a href=\"https://laohu8.com/S/03931\">中创新航</a>、<a href=\"https://laohu8.com/S/06660\">艾美疫苗</a>新股申购结束。</p><blockquote>中创新航是领先的新能源科技企业，主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新，公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系，引领行业的进步及发展。</blockquote><blockquote>根据招股书介绍，公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商，<b>按照此前的融资，中创新航的估值超过了600亿。</b></blockquote><p><b>9月29日 周四关键词：美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市</b><img src=\"https://static.tigerbbs.com/6c309c9d8fcf15536724542288eec8a0\" tg-width=\"953\" tg-height=\"1157\" referrerpolicy=\"no-referrer\"/><b>周四，经济数据方面，</b>欧元区将公布9月经济景气指数，料继续保持低位。</p><blockquote>欧元区8月经济景气指数为97.6，<b>为该数据2021年2月以来的最低水平</b>，不及预期的98,7月数据也从99下修至98.9；多家研究机构预测，<b>受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速，欧元区经济未来陷入衰退的可能性较大。</b></blockquote><p>此外，美国当周初请失业金人数将公布。</p><blockquote>美国至9月17日当周初请失业金人数录得21.3万人，为2022年5月28日当周以来新低。预期21.8万人，前值21.3万人，修正值20.8万人。截至9月17日当周初的请失业金人数表明，<b>美国劳动力市场比几个月前看起来更强劲，这为美联储的货币紧缩提供了理由。</b></blockquote><p><b>美联储动态方面，</b>芝加哥联储主席埃文斯就经济现状与货币政策发表讲话；圣路易斯联储主席布拉德就美国经济前景发表讲话。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/BBBY\">3B家居</a>将于周四公布财报。</p><p><b>新股方面，</b><a href=\"https://laohu8.com/S/02602\">万物云</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>将于周四登陆港交所。</p><p><b>9月30日 周五关键词：中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报</b><img src=\"https://static.tigerbbs.com/5dc15f24cbdf462ea7df55b7f7b69a29\" tg-width=\"950\" tg-height=\"1127\" referrerpolicy=\"no-referrer\"/>周五，<b>经济数据方面，</b>中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。</p><blockquote>核心PCE物价指数是美联储最为关注的通胀指标，这可能为我们提供美联储下一步行动的线索。</blockquote><p><b>美联储动态方面，</b>克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议；美联储副主席布雷纳德就金融稳定性发言。</p><p><b>财报方面，</b><a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>将于9月29日盘后公布财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117093409","content_text":"本周（9.26-9.30）重磅财经事件：经济数据方面，美国当周初请失业金人数、中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将陆续公布。财报方面，3B家居、美光科技、耐克等将公布财报。新股方面，万物云、零跑汽车预计周四登陆港交所。事件方面，理想汽车将于周五下午15:00举行L8发布会。此外，投资者可关注美联储主席鲍威尔、波斯顿联储主席柯林斯、克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德、美联储副主席雷纳德等美联储官员的讲话。9月26日 周一关键词：波斯顿联储主席柯林斯发言周一，投资者可留意2022年FOMC票委、波士顿联储主席柯林斯就美国经济发表的讲话。此前，波士顿联储主席柯林斯指出：我们还没有看到物价大幅回落，而通胀回落正是我们所希望看到的。美联储工作的重中之重是让通胀重返2%。9月27日 周二关键词：美国8月耐用品订单月率初值、克利夫兰联储主席梅斯特/圣路易斯联储主席布拉德发言、鲍威尔出席数字货币专家小组会议经济数据方面，美国8月耐用品订单月率初值将公布，继PMI等宏观经济指标崩溃后，这是美国经济恶化的又一迹象，8月耐用品订单数据料继续低迷。美国7月耐用品订单环比初值增长0%，低于预期的0.8%，6月环比增速为2%（上修为2.2%），此前耐用品订单已经连续4个月上行。美联储动态方面，克利夫兰联储主席梅斯特、圣路易斯联储主席布拉德将就美国经济和货币政策发表讲话；美联储主席鲍威尔将出席数字货币专家小组会议。新股方面，百德医疗新股申购结束。百德医疗是中国领先的用于肿瘤微创治疗的微波消融(微波消融)医疗器械的开发商及提供商之一，公司的产品供应及管线产品主要包括微波消融治疗仪以及与治疗仪配合使用的微波消融针。此外，事件方面，卢甘斯克、顿涅茨克、赫尔松、扎波罗热地区将于23日至27日举行加入俄罗斯公投。9月28日 周三关键词：美国当周API/EIA原油库存、EIA战略石油储备库存、万物云/零跑汽车/中创新航/艾美疫苗公布中签结果周三，关注大宗商品的投资者可留意，美国将公布当周API和EIA原油库存变动，料继续录得增加。美国9月16日当周API原油库存增加103.5万桶，预期增加232万桶，前值增加603.5万桶。EIA报告显示，截至9月16日当周，美国原油库存增加110万桶,至4.3077亿桶,分析师预期为增加220万桶。美联储动态方面，旧金山联储主席戴利、欧洲央行行长拉加德将发表讲话。此前，旧金山联储主席戴利表示，宣布战胜通胀为时过早，美联储明年不会很快降息。欧洲央行行长拉加德近期表示，欧洲央行将继续加息，不让高通胀影响经济行为并成为一个长期性问题。新股方面，中创新航、艾美疫苗新股申购结束。中创新航是领先的新能源科技企业，主要从事动力电池及储能系统产品的设计、研发、生产及销售。通过技术的不断创新，公司与产业链上下游的合作伙伴建立了高度互信、协同及共赢的关系，引领行业的进步及发展。根据招股书介绍，公司在2021年是国内除了宁德时代和比亚迪之外的第三大动力电池生产商，按照此前的融资，中创新航的估值超过了600亿。9月29日 周四关键词：美国当周初请失业金人数、美国当周EIA天然气库存、3B家居财报、万物云/零跑汽车上市周四，经济数据方面，欧元区将公布9月经济景气指数，料继续保持低位。欧元区8月经济景气指数为97.6，为该数据2021年2月以来的最低水平，不及预期的98,7月数据也从99下修至98.9；多家研究机构预测，受困于俄乌冲突、高通胀、供应链限制以及全球经济增长减速，欧元区经济未来陷入衰退的可能性较大。此外，美国当周初请失业金人数将公布。美国至9月17日当周初请失业金人数录得21.3万人，为2022年5月28日当周以来新低。预期21.8万人，前值21.3万人，修正值20.8万人。截至9月17日当周初的请失业金人数表明，美国劳动力市场比几个月前看起来更强劲，这为美联储的货币紧缩提供了理由。美联储动态方面，芝加哥联储主席埃文斯就经济现状与货币政策发表讲话；圣路易斯联储主席布拉德就美国经济前景发表讲话。财报方面，3B家居将于周四公布财报。新股方面，万物云、零跑汽车将于周四登陆港交所。9月30日 周五关键词：中国官方制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数、理想汽车L8发布会、美光科技/耐克财报周五，经济数据方面，中国官方制造业PMI、中国财新制造业PMI、美国核心PCE物价指数月率、美国消费者信心指数将公布。核心PCE物价指数是美联储最为关注的通胀指标，这可能为我们提供美联储下一步行动的线索。美联储动态方面，克利夫兰联储主席梅斯特、欧央行经济学家连恩出席货币政策小组会议；美联储副主席布雷纳德就金融稳定性发言。财报方面，美光科技、耐克将于9月29日盘后公布财报。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661527377,"gmtCreate":1664153504800,"gmtModify":1664153506036,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"同意。","listText":"同意。","text":"同意。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661527377","repostId":"1117093409","repostType":2,"isVote":1,"tweetType":1,"viewCount":4458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661270313,"gmtCreate":1663988572532,"gmtModify":1663988573985,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"You should be worried. ","listText":"You should be worried. ","text":"You should be worried.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/661270313","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n","source":"thestreet_highlight","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 I'm Not Worried About the Stock Market</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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8 <a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4114":"综合货品商店","BK4524":"宅经济概念","BK4155":"大卖场与超市","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","WMT":"沃尔玛","YUM":"Yum Brands","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","DIS":"迪士尼","BK4528":"SaaS概念","MSFT":"微软","BK4136":"纸材料包装","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4577":"网络游戏","BK4538":"云计算","BK4209":"餐馆","TGT":"塔吉特","BK4579":"人工智能","BK4108":"电影和娱乐","BK4550":"红杉资本持仓","COST":"好市多","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","SBUX":"星巴克","BK4551":"寇图资本持仓"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1,"symbols_score_info":{"COST":1,"DIS":1,"TGT":1,"SBUX":1,"MSFT":1,"WMT":1,"YUM":1}},"isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663888842,"gmtCreate":1663085456987,"gmtModify":1663085463138,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either. ","listText":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either. ","text":"Why sell off only now? This was expected. It wouldn't get rosy with EPS either.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663888842","repostId":"1189570916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":669587432,"gmtCreate":1662521422927,"gmtModify":1662521428399,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Shouldn't all be underweight? ","listText":"Shouldn't all be underweight? 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","text":"Inflation bloated payroll makes any sense?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685297399","repostId":"2257189555","repostType":4,"isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682779140,"gmtCreate":1659319169085,"gmtModify":1659320780346,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"状况不明朗。等第三季后应该会明朗。","listText":"状况不明朗。等第三季后应该会明朗。","text":"状况不明朗。等第三季后应该会明朗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682779140","repostId":"1179267509","repostType":2,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682175102,"gmtCreate":1658879517008,"gmtModify":1658879521744,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"那应该持现金还是持股？","listText":"那应该持现金还是持股？","text":"那应该持现金还是持股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682175102","repostId":"2254200879","repostType":2,"isVote":1,"tweetType":1,"viewCount":2386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686278374,"gmtCreate":1658374609802,"gmtModify":1704869775504,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"Blatant inside trading. ","listText":"Blatant inside trading. ","text":"Blatant inside trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686278374","repostId":"1163421484","repostType":4,"isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686161458,"gmtCreate":1658197026275,"gmtModify":1704869180189,"author":{"id":"4095856449653620","authorId":"4095856449653620","name":"JL1Apr","avatar":"https://static.tigerbbs.com/fa696d7e42a997dc2a7b18b5382eab83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095856449653620","idStr":"4095856449653620"},"themes":[],"htmlText":"A resounding yes. ","listText":"A resounding yes. ","text":"A resounding yes.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686161458","repostId":"1189531059","repostType":4,"repost":{"id":"1189531059","kind":"news","pubTimestamp":1658192461,"share":"https://www.laohu8.com/m/news/1189531059?lang=&edition=full","pubTime":"2022-07-19 09:01","market":"us","language":"en","title":"Is Alibaba Stock Worth Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189531059","media":"TipRanks","summary":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back","content":"<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Is Alibaba Stock Worth Buying?</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\">\nIs Alibaba Stock Worth Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-19 09:01 GMT+8 <a href=https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges...</p>\n\n<a href=\"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/is-alibaba-stock-worth-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189531059","content_text":"Story HighlightsAlibaba is finally able to breathe easier with Chinese regulators taking a step back to revive growth in the tech sector. The company now has to deal with a different set of challenges brought on by macroeconomic developments.Alibaba Group Holding Limited (BABA), the Chinese e-commerce juggernaut, has taken a massive hit over the past two years due to pandemic-related disruptions and the Chinese government’s crackdown on the tech industry. Alibaba’s stock dropped 51% over the last 12 months, compared to a 13% decline in the S&P 500 (SPX). Alibaba stock may be headed for a significant recovery in the long run given that Chinese regulators are now taking a more measured approach. However, the company continues to avoid making any predictions for the upcoming quarters due to the uncertainty surrounding macroeconomic conditions.Geopolitical tensions and the threat of U.S. regulators tightening their grip on Chinese stocks do not paint a promising picture for Alibaba.Although I am bullish about the long-term prospects of the company and the stock looks attractive at these depressed prices, things are likely to get worse before they get better.Regulatory Challenges Are Easing for BABAInvestors abandoned Alibaba for two primary reasons. First, Alibaba was charged with a record-breaking antitrust penalty by Chinese officials. The Chinese government has been cracking down on large technology companies for alleged monopolistic data security tactics and monopolistic business practices. Alibaba’s profitability was significantly impacted after it was fined $2.75 billion by China’s State Administration for Market Regulation in April 2021.Additionally, authorities imposed new restrictions on its e-commerce business and called off the Ant Group’s much-anticipated IPO. Chinese regulators have tightened their control over businesses trying to enter foreign financial markets ever since the $35 billion IPO of the Ant Group, the fintech division of Alibaba, was suspended by the China Securities Regulatory Commission (CSRC) in November 2020.The Ant Group was scheduled to start trading in Hong Kong. However, this was suspended after Shanghai officials said that the listing would be halted as Alibaba was unable to meet the requirements due to changes in the regulatory environment.Many investors continue to avoid Chinese equities in general as a result of the possibility of mass delisting in the United States. Alibaba faces the possibility of delisting from U.S. exchanges even though the SEC has not yet identified it as a violator of the Holding Foreign Companies Accountable Act (HFCAA). That said, some institutional investors are already moving to Hong Kong to invest in Alibaba while dumping its American depositary receipts (ADRs). For example, BlackRock, Inc. (BLK) sold its Alibaba ADRs in the U.S. and purchased the stock in Hong Kong.Alibaba stock has gained some ground since March after Beijing and the U.S. announced that officials are in talks to allow American regulators to undertake on-site audits of Chinese companies listed in the United States. Chinese policymakers have also paused their regulatory pressure on the tech industry in an effort to stabilize the economy, which has dramatically improved the sentiment toward Alibaba. The focus of investors, therefore, is likely to shift to corporate earnings once again.BABA’s Recent Earnings Highlight New ChallengesAlibaba surpassed analyst estimates and posted revenue of RMB 204,052 billion ($32.18 billion) for the fourth quarter of fiscal 2022. The China Commerce segment brought in RMB 140,330 million ($22.17 billion) in revenue, an increase of 8% from the previous year. Similarly, the Local Consumer Services segment reported RMB 10,445 million ($1.64 billion) in revenue, an increase of 29%. The all-important Cloud segment brought in RMB 18,971 million ($2.99 billion) in revenue, an increase of 12% from the previous year.For the fiscal year ending March 31, 2022, Alibaba Group’s global active consumers totaled approximately 1.31 billion. This includes over one billion Chinese consumers and 305 million international consumers, representing a quarterly net increase of approximately 24.6 million and 3.7 million customers, respectively, and an annual net increase of 113 million and 64 million customers, respectively.The company’s global gross merchandise value (GMV) for the fiscal year reached a record RMB 8,317 billion ($1,312 billion). However, the GMV growth in January and February was flat, and the overall GMV for the quarter had a low single-digit decline. This was due to logistics and supply chain pressures, coupled with a softening of demand due to challenging macroeconomic conditions such as inflation.Alibaba’s gross and operating margins declined significantly in the recent quarter due to severe margin pressures brought on by inflation. It has already hurt the company’s free cash flow, and a continuation of this trend will not be welcome news for investors.Alibaba reported a negative free cash flow exceeding $1 billion for the fourth quarter of fiscal 2022, which is not encouraging given that the company has always been able to generate positive free cash flow even under challenging circumstances. Macroeconomic challenges are already taking a toll on Alibaba’s earnings, and its stock price might come under pressure yet again due to the deterioration of investor sentiment toward China and Alibaba’s growth prospects.Wall Street Is Bullish about BABABased on the ratings of 23 Wall Street analysts, the average Alibaba price target is $153.68, which implies upside of 48% from the current market price.TakeawayAlibaba can finally breathe easy as regulators are taking a step back. Unfortunately, the company is now faced with macroeconomic challenges that threaten to eat into its profitability. Even on the back of a lackluster stock market performance in the last 12 months, Alibaba stock is still valued at a forward price-to-earnings (P/E) multiple of 29, suggesting investors are willing to pay a premium for expected growth. This premium, however, could quickly disappear if Alibaba fails to maintain the growth momentum in the coming quarters, which makes investing in Alibaba only suitable for investors with a long-term perspective.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}