Predicting Target of This Round of Bull Run

Prediction   包含1个关于 #sp500 的预测。

华尔街最准分析师狂泼冷水：美股涨过头了 暴跌就在前方！

Prediction   2022年对美股走势预判最精准的分析师、美国银行策略分析师Michael Hartnett认为，今年年初美股的涨势已接近尾声，衰退正慢慢逼近，投资者应开始警惕美股将被大量抛售的风险。 在最新的一份报告中，Hartnett警告称，美股涨势已经过头，认为标普500将在2月中旬触及高点，如果下半年美国经济增长乏力，投资者将会经历惨烈的下跌。Hartnett表示： “最痛苦的交易是...

Speculation Is Going to Lead to Pain in the Stock Market in 2023. | Investors Rushing Into Risk - YouTube

Prediction   #indicator [Yield curve](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_yield_curve&field_tdr_date_value_month=202301) is now deeply inve...

Smart Money Is Doing The Exact Same Thing They Did in 2007 | SP500 Top Is Likely Coming In 2023. - YouTube

Prediction   #indicator of smart money bets on #sp500 directions: * S&P 500 Hedger Position reflects smart money are betting bullish or bearish on equity market. This indicator is showing now that smart...

Dumb Money is Going All In On the SP500 Rally | This Marked Every Big Top Throughout 2022. - YouTube

Prediction   #indicator: Dumb Money Confidence is at 70 level, which means retail investors are piling money into bullish trades, the question is whether this is a contrarian bearish indicator for #sp500? C...

华尔街最准分析师示警：美股将发生天翻地覆变化-万维读者网

Prediction   随著通膨下降，升息脚步放缓，美股出现反弹，不过，拥有华尔街最准分析师称号的美国银行分析师Michael Hartnett提出警告指出，通膨反弹和即将到来的经济衰退，将使美股发生天翻地覆的变化。 Hartnett被称为华尔街2022年最准分析师，他曾精准地预测了美股上半年的大跌，也曾在7月预测到美股强劲的反弹。 外媒报道，美银在1份报告中承认，在过去3个月里，年化通膨率已降至...

The Stock Market Is About to Be Flipped Upside Down by Inflation Rebound

Prediction   * The stock market is about to be flipped upside down as inflation rebounds ahead of an upcoming recession, according to Bank of America. * BofA said the reopening of China's economy and ongoin...

History is About to Repeat on the Stock Market | Why SP500 Volatility Is Set to Go Crazy in 2023. - YouTube

Prediction   #indicator: use golden cross and death cross of 10-week simple average and 40-week simple moving average of credit spreads (ICE BofA US High Yield Index Option-Adjusted Spread) can be used to pr...

美股一罕见牛市信号近三年来首现，但有人存疑 - 华尔街日报

Prediction   #indicator 根据一名数据创建者提供的数据，一个曾预示美国股市以往转折点的技术信号近三年来首次出现。 但一些华尔街的人士怀疑，这个信号可能不再像以前那么可靠了。 这项被简单称为广量冲力指标的技术指标2023年1月12日被触发，为2020年6月3日以来首次。该指标是退休分析师Walter Deemer在Putnam Investments工作时于1973年创建的...

A New Bull Run Could be Triggered Based On The Market Breadth Stat For The Past 20 Years! - YouTube

Prediction   #indicator: based on the market breadth assessed in the 3 conditions to be fulfilled, a new bull market could begin according to the stat of #MMTH PERCENT OF STOCKS ABOVE 200-DAY AVERAGE in the ...

SP500 Internals Are Flashing a Major Signal. | Data Since 2006 Tells Us This… - YouTube

Prediction   Lesson learned: Divergence between an index and its [advance/decline line](https://www.investopedia.com/terms/a/advancedeclineline.asp) can be used to predict next move of market, but single Div...

JPMorgan says take profits on this rally as it will start to fade

Prediction   JPMorgan says take profits on this rally as it will start to fade

科技股权重过高？暴跌掩盖了标普500指数大部分成分股的反弹_手机新浪网

Fact   以苹果和微软为例，这两家公司的市值都在2万亿美元左右，在标普500指数中的权重加起来超过11%。这使得它们对该指数表现的影响力超过基准指数中所有的能源、材料和公用事业公司。因此，尽管美国航空集团今年上涨了34%，但其0.03%的权重对推动指数上涨作用不大。

Watch Ed Yardeni Says Stocks 'Back in a Bull Market' - Bloomberg

Prediction   This post includes 1 prediction related to #sp500 .

Stock Market Outlook: Analyst Says S&P 500 Is Facing Resistance at 4000

Prediction   But longer-term, there might be reason for optimism towards stocks in 2023 after the first five trading days of January proved to be positive, according to the note. #indicator: "January's se...

JPMorgan’s Trading Desk Sees CPI Bolstering Bear-Market Rally - Bloomberg

Prediction   Thursday’s widely watched US inflation data are likely to come in cooler than expected, helping stocks extend a bear-market rally, according to JPMorgan Chase & Co.’s sales and trading desk.   ...

摩根大通：做空太疯狂，我们将步入科技股主导的逼空 - 华尔街见闻

Prediction   上周摩根大通发现，美股散户在2022年最后一周疯狂撤资。但也就是市场不看好美股的氛围下，摩根大通的分析师对空头们发出了逼空的警告。

This is Just the Beginning. | We See Extreme SP500 Volatility Every Time THIS Happens. - YouTube

Prediction   This post includes 1 prediction related to #xlu, #sp500, #indicator .

Opinion: 'The Fed-fueled fantasy bubble has popped.' Stock investors are detached from reality -- but they're about to get a big dose. - MarketWatch

Prediction   Bierman: I want to be conservative in my projections. Realistically, we tag 3200 to 3300 on the S&P 500. In a worst-case scenario, we could tag 3000 this year. The best-case downside projection ...

Stock Market Outlook: S&P 500 Headed for Another Dismal Year, Experts Say

Prediction   The S&P 500 fell 20% in 2022 amid rising inflation and aggressive interest rate increases by the Federal Reserve. Those are the worst losses investors have seen since the 2008 recession, spa...

Stock Market Outlook: Rare Trifecta Suggests Big Gains May Lie Ahead

Prediction   The stock market is on the verge of completing a rare bullish trifecta that suggests big gains in 2023, according to a Thursday note from Carson Group's Ryan Detrick. #indicator: The trifecta...

Stock Market Outlook: S&P 500 Could Swing 20% on the Way to 4,200

Prediction   * The S&P 500 could see a swing of 20% this year on its way to reaching 4,200, according to Wells Fargo's Chris Harvey. * But before hitting that level, the index has downside potential that c...

华尔街最准分析师：今年美股还要再跌10% 恐上演“痛苦交易” - 华尔街见闻

Prediction   包含5个关于 #标普500 的预测。

Leon Cooperman, citing Old Testament parable, says bull market isn't coming 'anytime soon'

Prediction   Billionaire investor Leon Cooperman doesn't think the bull market will come anytime soon and sees only a 5% chance of the S&P 500 rising above 4,400.

Stocks Will Rally 24% As Falling Inflation Leads to Fed Pivot, Tom Lee Says

Prediction   "For those who think the Fed's going to crush the market, one thing to keep in mind is that historically that from peak to max drawdowns, when the Fed starts a hike cycle and then pauses, the av...

Hedge Fund Manager Who Returned 163% in 2022 Sees More Stock Pain Coming

Prediction   * Neal Berger's hedge fund returned 163% in 2022 betting on the end of the easy money era, according to a Bloomberg report. * A veteran trader, Berger is betting on a continued bear market.  *...

A rate shock wrecked stocks in 2022. What pros say will drive markets in 2023. - MarketWatch

Prediction   Investors, however, “are anticipating an economic recession to materialize early in 2023, as evidenced by the three quarters of projected S&P 500 index earnings declines and continued defensive ...

Wall Street's 2022 stock market forecasts were way off. Here's what they see in 2023.

Prediction   One of them is Michael Darda of MKM Partners, who carefully couched his S&P target comments in a recent note to investors. "Back in 2020, the S&P 500 bottomed at about 18x five-year forward e...

华尔街年度最准分析师眼中的2023年和他的十大交易 - 华尔街见闻

Prediction   Hartnett 还在报告中阐述了2023年的投资策略。他在明年上半年将继续看空风险资产，但很可能在下半年转为看多，因为市场叙事从2022年的通胀和利率冲击转向明年上半年的经济衰退和信贷冲击。他建议在明年上半年做多美国国债，因为硬着陆和信贷事件风险被低估了。 Hartnett 还表示，在明年下半年，通胀、联邦基金利率、债券收益率和美元峰值的趋势转向将提振市场情绪，建议做多股票。 ...

Markets are getting a wake-up call in 2023, says Morgan Stanley, which offers a plan for investors to get ready. - MarketWatch

Prediction   “ We remain highly convicted that 2023 bottom up consensus earnings are materially too high,” said Wilson and the team, who revised their 2023 earnings per share forecast down another 8% to $19...

爆火的AIGC当前最大瓶颈或是它

Prediction   #ChatGPT #算力 最近AIGC领域催化不断，而随着ChatGPT大火之际，财通证券等指出，算力作为人工智能的“发动机”，已是行业当前最大的瓶颈，国盛证券也表示AIGC等应用的普及将带来巨大的算力市场。 具体来看，财通证券分析称，算力的瓶颈并不体现在算力的绝对大小，而在于实现该算力的成本，特别是在算法场景众多、迭代速度较快的AI领域。 此前，OpenAI联合创始...

Microsoft Unveils VALL-E, A Game-Changing TTS Language Model

Fact   Microsoft has introduced VALL-E, a novel language model method for text-to-speech synthesis (TTS) that employs audio codec codes as intermediate representations and can replicate anyone's voice ...

ChatGPT: Amazon Employees Use Chatbot for Coding, Customer Questions

Fact   ChatGPT, the eerily intelligent chatbot that blew up since its November release, has been used in a number of different job functions at Amazon, according to internal Slack messages obtained by ...

If You're Not Already Doing These 10 Productivity Hacks in ChatGPT, You're Definitely Missing Out | Inc.com

Fact   The model can be fine-tuned for specific tasks, such as language translation, summarization, and question-answering. Here are 10 different ways you can use chatGPT to do work for you and increas...

Satya Nadella: Microsoft's Products Will Soon Access Open AI Tools Like ChatGPT | WSJ - YouTube

Fact   Microsoft CEO Satya Nadella mentioned Andrej Karpathy, former Tesla Autopilot Chief, tweeted on New Year day of 2023 that 80% of his team's code is being written using AI tool GitHub Copilot now...

ChatGPT, Midjourney Helped a Man Write a Children's Book in 72 Hours

Fact   * Ammaar Reshi wrote and illustrated a children's book in 72 hours using ChatGPT and Midjourney. * The book went viral on Twitter after it was met with intense backlash from artists. * Reshi ...

How to implement Q&A against your documentation with GPT3, embeddings and Datasette

Fact   If you’ve spent any time with GPT-3 or ChatGPT, you’ve likely thought about how useful it would be if you could point them at a specific, current collection of text or documentation and have it ...

比爾蓋茲：Web3、元宇宙沒未來！大讚 AI 具革命性、對 ChatGPT 印象深刻 | 動區動趨-最具影響力的區塊鏈媒體 (比特幣, 加密貨幣)

Fact   微軟（Microsoft）創辦人比爾蓋茲（Bill Gates）在 11 日參加社交平台 Reddit 的年度 AMA 活動，對一些科技界最熱門的概念發表看法，他不認為元宇宙有革命性，但認為人工智慧相當有革命性，他還表示，自己對 ChatGPT 感到印象深刻。

China’s internet users finding creative uses for ChatGPT | South China Morning Post

Fact   Flaws of ChatGPT: ChatGPT answers users’ questions by learning from massive amounts of text on the internet, and making guesses based on probability. However, unlike a search engine, it still ca...

第一家瀕臨倒閉的AI繪畫創業公司出現了！創始人：根本賺不到錢 | T客邦

Fact   2022 年是 AIGC 市場爆發的一年，AIGC 被《Science》評為 2022 年度十大科學突破之一。無論學界還是業界都掀起了一波 AI 生成內容的浪潮，多家創業公司順勢成立。  目前，AI 生成的內容主要包括圖像、文字、聲音等等，其中 AI 生成圖像是最熱門的研究方向之一。從 DALL・E 2 到 Stable Diffusion，這一年也爆紅了多個從文本產生圖像模型。...

通向AGI之路：大型语言模型（LLM）技术精要 - 知乎

Fact   本文试图回答下面一些问题：ChatGPT是否带来了NLP乃至AI领域的研究范式转换？如果是，那会带来怎样的影响？LLM从海量数据中学到了什么知识？LLM又是如何存取这些知识的？随着LLM规模逐步增大，会带来什么影响？什么是In Context Learning?为什么它是一项很神秘的技术？它和Instruct又是什么关系？LLM具备推理能力吗？思维链CoT又是怎么做的？等等，相信看完，...

Google AI's LaMDA Vs OpenAI's ChatGPT - MarkTechPost

Fact   With 175B parameters, ChatGPT is based on the GPT-3.5 architecture. The GPT-3.5 series includes three models: text-davinci-002, trained by supervised fine-tuning on human-written demonstration, ...

为什么短短两周之后就鲜有人继续讨论ChatGPT了？

Prediction   但这丝毫不影响它的迭代版本在进化过程中不断解决和弱化这些问题，从这个意义上，ChatGPT或许只是一盘前菜。 我希望未来它可以非常轻易地—— * 帮财经人士极其智能地查询各种维度的专业数据； * 帮法律人士极其智能查询各种维度的判例和条款； * 帮广告人极其智能地创作真正可用的广告语； * 帮音乐人创作真正脍炙人口的流行音乐；

ChatGPT 人工智能太强大了？原理分析、性能提升【ChatGPT 详解系列之一】 - YouTube

Fact   和传统聊天机器人相比，ChatGPT的主要性能提升包括： * 对用户实际意图的理解 * 上下文衔接能力 * 对知识和逻辑的理解能力 性能提升的量化指标，可以使用InstructGPT的性能参数作为可靠的参考，因为Instruct GPT与Chat GPT是姊妹关系。Instruct GPT对比上一代GPT3： * 71-81%情况下结果更加符合人类喜好 * 编造...

DoNotPay is launching an AI chatbot that can negotiate your bills - The Verge

Fact   DoNotPay’s bot is built on top of OpenAI’s GPT-3 API, the underlying toolset used by OpenAI’s ChatGPT chatbot that tons of people have been playing around with to generate detailed (and sometime...

ChatGPT出世，“谷歌要完蛋”了？

Fact   OpenAI发布的全新的聊天机器人模型ChatGPT，提升了回答问题的能力，让使用者们“陷入了疯狂的ChatGPT循环中”，也使谷歌的聊天系统LaMDA“瑟瑟发抖”。 ChatGPT出世，让火热的AIGC（人工智能生成内容）再度引发了轰动。 它不仅仅是一个聊天机器人，而可能是现有搜索引擎的颠覆者，甚至可能是通用人工智能的第一个里程碑。 计算大模型GPT-3.5支持的通用聊...

Housing Market Crash: 20% Downside for Home Prices in 2023, KPMG Says

Prediction   According to KPMG economist Yelena Maleyev, the downward trend could just be getting started. Maleyev, who focuses on the housing market, told Insider last week that she believes home prices aro...

Housing market: Jason Oppenheim warns of an 'armageddon' in the real estate industry

Prediction   There's hope for a settlement with regulators or an appeal process, but there's a high likelihood the marketplace for real estate agents is about to get majorly overhauled, said Oppenheim. He ad...

Goldman Sachs says 4 US cities will suffer a 2008 crash in home values | Fox Business

Prediction   "This [national] decline should be small enough as to avoid broad mortgage credit stress, with a sharp increase in foreclosures nationwide seeming unlikely," Goldman Sachs wrote. "That said, ove...

US Housing Crash: Wells Fargo Steps Back From Mortgages As Demand Craters

Fact   * Wells Fargo is retreating from its mortgage business as rising borrowing costs hammer housing demand. * The bank will now only offer home loans to existing customers and families from minorit...

Mortgage buydowns are the hot new thing helping the housing market

Fact   The hot new thing in the moribund housing market is called a mortgage buydown — it's one of the concessions home sellers are increasingly offering buyers to seal a deal.

US housing market downturn to worsen in 2023, Goldman Sachs warns

Prediction   This post includes 1 prediction related to #housing, #realestate, #houseprice .

Bond king Jeffrey Gundlach says he expects one more Fed rate hike

Prediction   DoubleLine Capital CEO Jeffrey Gundlach said he sees one additional rate hike from the Federal Reserve before the central bank ends its tightening cycle. "I think one more," Gundlach said Wed...

林卓锋：兔年股市──轻声踏步，快步来，碎步走！ | 龙门阵 | 评论 | 東方網 馬來西亞東方日報

Prediction   #indicator: 从芝加哥商品交易所CME的美联储观察FedWatch Tool可见，市场认为美联储在2月加息25个基点概率目前达96.2%，同时联邦基准利率最高将升至4.45%-5%的区间，并预计美联储将于2023年11月开始降息；明显与去年12月公布的点阵图大相雷霆。 我估计本年全年的股市，很有可能就像兔子一样，轻声踏步，小步来，碎步走，飘忽不定。

Fed to deliver two 25-basis-point hikes in Q1, followed by long pause | Reuters

Prediction   The U.S. Federal Reserve will end its tightening cycle after a 25-basis-point hike at each of its next two policy meetings and then likely hold interest rates steady for at least the rest of the...

Fed policymakers call for further rate hikes to beat inflation | Reuters

Fact   Fed Chair Jerome Powell, who tested positive for COVID-19 on Wednesday and is experiencing mild symptoms from the virus, said after last month's policy meeting that the inflation battle had not ...

收盘：CPI显示通胀降温 美股收高纳指五连涨_手机新浪网

Prediction   号称“美联储传声筒”的Nick Timiraos撰文称，美国CPI数据显示12月份通胀有所缓解，这可能会使美联储在2月2日的议息会议上继续将加息幅度下调至25个基点。美联储官员则对下次会议加息25个基点或50个基点持开放态度，他们表示，有关经济状况的最新数据将在很大程度上影响他们的决定。但不断放缓的通胀数据表明，官员们将开始考虑小幅加息25个基点。

Fed Will Cut Interest Rates This Summer As Core PCE Inflation Cools: UBS

Prediction   * The Fed could start cutting rates as early as this July, according to UBS.  * The Swiss bank's global chief economist said US core PCE inflation is likely to drop to 2.1% this year, calling f...

美联储或将推高利率峰值至5%以上，本月会议将坚定加息决心

Prediction   被视为“美联储喉舌”、有“新美联储通讯社”之称的华尔街日报记者Nick Timiraos也撰文称，11月就业报告强劲，#美联储 有望在两周后的会议上将利率提高50个基点，并突显出美联储将在明年上半年将利率提高到5%以上的风险。

美国公债市场正在凝聚大衰退行情动能|基金|殖利率

Prediction   目前利率交换市场的行情显示，投资人预期明年中利率将触顶，约为5%；到2024年初时，利率将回降0.5个百点，即4.5%。但担保隔夜融资利率期货市场赌得更凶，预期2023年底或2024年初利率将降到3%，甚至2%，这表示市场预期明年时通膨率将回到低水准。 但高盛集团预测，#10年期殖利率 到2024年仍将高于4%，因为明年经济可能不会衰退，且通膨仍居高档，使市场对Fed降息的希望破...

Bill Ackman：通胀是威胁经济的最大问题

Prediction   包含1个关于 #转向, #联邦基金利率, #两年期美债收益率, #美联储 的预测。

美联储将在近期结束加息的迹象

Prediction   包含1个关于 #货币政策, #两年期美债收益率, #美联储, #转向, #联邦基金利率 的预测。

黑石：由于加息周期较长，联邦基金利率会接近 5%

Prediction   包含1个关于 #联邦基金利率, #美联储 的预测。

华尔街“最懂美联储”的分析师：明年下半年不仅降息，还会提前结束缩表

Prediction   包含1个关于 #联邦基金利率, #美国经济, #美联储, #美国利率 的预测。

美国军援乌克兰的根本目的，原来是它

Fact   #大宗商品 #金属 #钛 #稀土 #俄乌战争 美国在本世纪初以“自由民主”的名义频繁武力介入中东事务，最终被特朗普戳穿了真相：“记住，我们要保住石油”；如今美国又不惜冒着第三次世界大战的危险，频繁在俄乌冲突中拱火，美国《新闻周刊》透露，这次美国盯上的，是同样关系美国未来命运的两种关键资源——钛矿和稀土矿。 而美国对进口钛资源的依赖，同样让五角大楼难堪。报道称，最后一家美国国...

王孟源：两年内欧元将消失，BRICS元将取代欧元

Prediction   p1[pc[两年内 #欧元 将消失，即流通量将下降到很低。#金砖五国 将联合推出自己的货币 #金砖元，该货币将取代欧元占世界流通量20%以上。 #checkafter2years]ce]pb王孟源. b1[pc[欧洲对俄乌战争错误的应对方式。]ce]be

亿万富翁 Ray Dalio 正在做空这 10 只欧洲股票

Prediction   包含1个关于 #tte, #bayry, #sny, #sap, #欧洲股票, #stoxx50, #siegy 的预测。

Cardboard Flashes Economic Warning Not Seen Since 2008 Financial Crisis

Fact   #indicator An under-the-radar economic indicator is flashing a warning signal to the broader economy as consumer spending slows down. The indicator in question? Cardboard boxes. According to ...

BofA warns that the US economy will begin to lose 175,000 jobs per month in Q1 of 2023, expects a ‘harder landing’ rather than a softer one — here’s why

Prediction   #USNonFarmPayroll #USJobs The latest jobs report shows that the U.S. labor market is in decent shape, but Bank of America sees trouble looming in the distance. In December 2022, total nonfar...

Layoffs.fyi creator expects more job cuts—when it could slow

Fact   It's important to remember that the overall job market is pretty strong, and tech workers losing their jobs are getting hired again quickly. As of November, the layoff rate was below 1% of the w...

最新数据为美经济软着陆提供更多佐证 | 早报

Fact   美国最新公布的关键经济数据显示，美国就业市场依然相当强劲，目前距离衰退还有很大的距离。但在另一方面，美国经济的支柱产业—服务业在2022年最后一个月出现大幅度下滑，增加了衰退的风险。市场对这两项矛盾的数据似乎作出了乐观的解读。

US economist has 100% record in predicting recessions. What he says for this year | Mint

Prediction   “My yield-curve indicator has gone code red, and it’s 8 for 8 in forecasting recessions since 1968 — with no false alarms," Campbell Harvey, now a professor at Duke University’s Fuqua School of ...

Forget recession — the U.S. is heading for a ‘slowcession’ that could last all year, Moody’s warns - MarketWatch

Prediction   According to a set of forecasts, Zandi expects U.S. gross domestic product to grow by roughly 1% or less on a year-over-year basis during all four quarters in 2023.

《大空头》原型：美国23年下半年处于衰退中，美联储将降息，通胀会再度抬头_手机新浪网

Prediction   通胀见顶。但这并不是本轮周期的最后一个高峰。我们可能会看到CPI下降，2023年下半年可能为负值，而无论从何种定义来看，美国都处于衰退中。美联储将降息，政府将刺激经济。我们将迎来另一个通胀高峰。这并不难。

老黄因ChatGPT大赚311亿/ 中国移动公布实名NFT交易专利...|英伟达|nft|chatgpt_网易订阅

Prediction   #stockpick $NVDA 花旗集团上周估计，ChatGPT可能会在未来12个月内为英伟达带来30亿至110亿美元的销售额。

3 of the Fastest-Growing Stocks on the Planet in 2023 | The Motley Fool

Prediction   Ocugen: Estimated sales growth of 1,075% in 2023 Small-cap biotech stock Ocugen (OCGN 5.83%) is, without a doubt, one of the fastest-growing stocks on the planet in 2023. If Wall Street's estim...

Giant Fund Buys Up Tesla and Plug Power Stock, Sells GM | Barron's

Fact   A large European asset manager recently made adjustments in its U.S.-traded stock investments that seem to favor electric vehicles over traditional car makers. #TSLA

和現在一模一樣! 高通膨+經濟衰退! 股聖卻狂賺30倍! 我用他的秘籍選了7只美股 - YouTube

Prediction   #stockpick Peter Lynch is famous for his stock picking skills, using his 13 principals of stock picking, the author picked 7 stocks: $CNI, $WM, $LBTYK, $LSXMK, $VRTV, $CEG, $ET

Ad mogul sees Meta rebounding 'extremely strongly,' Amazon ad revenue hitting $100 billion

Prediction   * U.S. tech companies have laid off more than 60,000 employees in the last year, as slowing economic growth, higher interest rates and competitive challenges squeezed margins and hammered stock ...

The 2023 investment narrative is already diverging from 2022

Fact   But Wednesday, the Nasdaq outperformed the Dow by 57 basis points. Particularly notable coming on such a negative day for the market. In the first 11 trading days of the year, the Nasdaq is alre...

2 Supercharged Stocks That Could Reach $1 Trillion by 2030 | The Motley Fool

Prediction   * Only three companies are currently worth more than $1 trillion, but there will be more in the future. * Airbnb is rapidly gaining market share by disrupting the travel industry. * MercadoLib...

大摩眼中的2023全球股市十大主题：关于企业盈利、全球衰退、中印以及沙特崛起 - 华尔街见闻

Prediction   进入2023年，在全球经济放缓需求走弱的前景下，投资者开始思考，除了美联储以外，还有哪些主题将主导今年的市场。 摩根士丹利分析团队最新总结了2023年全球股市的十大主题，包括：欧美公司利润率承压，从滞涨到衰退，中国及亚洲经济的乐观前景，ESG的评级驱动公司估值，下轮IPO及资金从二级市场流出，地球减少碳排放，印度、沙特的发展，ChatGPT带来的多种收入者时代以及肥胖症该怎么办等...

3 Growth Stocks Poised for Huge Gains in 2023 | The Motley Fool

Prediction   Pharmaceutical companies Bayer (BAYR.Y 2.03%), Eli Lilly (LLY 0.70%), and AstraZeneca (AZN 1.43%) had big years last year, bucking the rest of the market, and each stock saw share gains over the...

S&P 500: Analysts Pick 9 'Cheap' Favorites As Value Stocks Still Dominate | Investor's Business Daily

Prediction   Analysts think nine stocks in the S&P 500 Pure Value Index, including Dish Network (DISH), General Motors (GM) and Southwest Airlines (LUV), will jump 35% or more in the next 12 months, says an ...

德银2023市场主题：取代科技股的增长点在哪？

Prediction   绿色转型（可再生能源和材料）无疑也是未来增长的关键点。 伴随着全球各国调整基础设施和能源系统（去碳化），这些技术将在未来十年的里占主导地位。在部门层面上，产业政策将为涉及清洁技术、医疗保健、计算机和网络安全的公司提供结构性动力。 德银认为，与过去的科技公司不同，新“增长”公司将必须拥有自我造血能力，能产生正的现金流，而不是仅通过燃烧现金扩张市场。只有那些在基本面驱动下拥有令...

Is Now the Time to Go All-In on Tesla Stock? | The Motley Fool

Prediction   * If you think Tesla is just a consumer EV play, then it's not a compelling buy. * But if you think Tesla will become a major player in the commercial trucking industry and be a leader in auton...

Stock Market Outlook: Investors Clinging to the S&P 500 Aren't Safe

Prediction   * Investors clinging onto the S&P 500 aren't safe, according to BofA's Savita Subramanian. * The benchmark stock index is overcrowded, and any selling could spark more pain for investors.  * S...

10 themes that will affect your 2023 investing

Prediction   Market themes of 2023: What can investors expect this year? A mild recession, fixed income strength and emerging market growth, says Raymond James CIO Larry Adam.

The Rebound Is Coming, And It Could Be Epic | Seeking Alpha

Prediction   This post includes 1 prediction related to #megacapstocks, #nasdaq, #uslargetechstocks .

S&P 500: 11 Big Companies' Profit Will Boom In 2023, Analysts Say | Investor's Business Daily

Prediction   #ProfitGrowthSuperstar #stockpick Profit is expected to jump more than 70% at 11 S&P 500 companies in 2023, including financial company Allstate (ALL), communications firm T-Mobile US (TMUS) an...

何小鹏：2023年在中国率先推出全自动驾驶-快科技-科技改变生活

Prediction   何小鹏称，小鹏汽车会在2023年之后的五年持续进行高强度的研发投入，每年的研发投入都会超过60亿元。在2023年小鹏汽车会在中国率先推出全自动驾驶，在中国超过50个城市能够放手自动驾驶。 以2023年为起点，小鹏汽车会真正从中国走向全球。在未来五年，小鹏汽车将会推出5款面向全球的智能汽车，将中国的智能汽车带向全世界。

燃油车已失宠，电动汽车销量占比达55%

Fact   作为欧洲最大的汽车市场，德国长期以来一直是大众、奔驰、奥迪和宝马等品牌的据点。然而，德国汽车市场的电气化趋势已经转变，插电式电动汽车在 12 月首次占据了超过一半的销量。

Troy Teslike on Twitter: Tesla just Announced Price Drop in US

Fact   Tesla just announced massive price drops in the US across the board. Model Y LR is now $13,000 cheaper before the tax credit and $20,500 cheaper including the tax credit.

摩根大通放弃对小鹏汽车的看涨观点 - 华尔街日报

Prediction   摩根大通放弃了对小鹏汽车(Xpeng Inc., XPEV)的看涨观点，称与疫情有关的重启交易已经进行过度。 分析师Nick Lai表示，随着中国最近放宽了与疫情相关的限制，汽车股的重启交易已经如火如荼。由于利润预期尚未跟上，他担心重启涨势可能在短期内“失去动力”。

对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空 - 华尔街见闻

Prediction   连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。 “我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。

Upstart Chinese electric car brand delivered more cars than Nio in 2022

Fact   Nezha, named after a feisty Chinese mythological character, claims its car deliveries more than doubled in 2022. The total surpassed those of Nio, which has emphasized its focus on the premium ...

Nio, Li Auto Clock Record December Deliveries, XPeng's Sales Rebound: What That Means For Tesla - XPeng (NYSE:XPEV), NIO (NYSE:NIO), Li Auto (NASDAQ:LI) - Benzinga

Fact   Chinese electric vehicle startups Nio, Inc. NIO +10.6% + Free Alerts , XPeng, Inc. XPEV +16.6% + Free Alerts and Li Auto, Inc. LI +8.53% + Free Alerts  weathered a tough COVID-19...

ChargePoint (CHPT) Stock: Stellar Growth At The Cost Of Profitability | Seeking Alpha

Prediction   * At its current rate, the CHPT management may have temporarily sacrificed profitability for the sake of hyper-growth and footprint expansion. * That works fine for us, given the tremendous emp...

XPeng vs Nio: China's Top Electric Vehicle Brands Compared - History-Computer

Fact   * XPeng and Nio are highly successful EV manufacturers in China. Nio has diversified into other profitable ventures such as Nio Power and Nio Life. * Nio has far more vehicles on the road and e...

美智库认定俄乌战持续不利美国，提结束危机4步骤

Fact   美国智库《兰德战略研究中心》近日在其网站上公怖了一份名为“如何避免长期战争：美国政策及俄乌冲突轨迹”的报告，报告认为俄乌战争的性质已从乌克兰维持其独立转变为俄乌两方对领土的争夺，而且俄乌双方在军事上并无一方有绝对的优势，因此在战争很可能会演变成长期战争。 据报告分析，俄乌战争的持续意味西方各国，尤其是美国，将需要长时间向乌克兰投入大量资源，并不利美国本国的长远发展。 再加上...

冯绍雷：俄乌冲突结果预测

Prediction   包含1个关于 #俄乌战争 的预测。

王孟源斷言：「德法義」若調停失敗，「五大城」將難逃戰火！

Prediction   包含1个关于 #俄乌战争 的预测。