[Jingwei Morning Course] This place should start with the "public bars"!The European Union plans to be decoupled from the electricity price, and Iraq's political situation is turbulent nationwide
Author:Zhongxin Jingwei Time:2022.08.30
【Heavy overnight】
U.S. stocks fell, and US oil rose more than 4%
The three major stock indexes of the US stocks fell down the entire board. As of the closing, the Dow fell 0.57%, the Nasda Index fell 1.02%, and the S & P 500 index fell 0.67%.
On the market, large -scale technology stocks fell, bank stocks performed weak, and most of the popular stocks fell. Pinduoduo's profit surpassed increased by more than 14%, Youxin rose more than 10%. %; The car home fell 6.97%, the new energy sources fell 5.32%, Bilibili fell 5.11%, Vipshop fell 3.38%, and Baidu fell 0.26%. China ’s car stocks fell together, the ideal car fell 3.93%, Xiaopeng Automobile fell 2.17%, and Weilai fell 0.55%.
In response to the eagle speech of the Federal Reserve President Powell at the annual meeting of the Central Bank of Jackson, traders have begun to re -adjust their expectations, and investors have also started weighing radical interest rate hikes or unchanged. In addition, the US dollar index once refreshed a 20 -year high, and US Treasury yields continued to rise.
According to the Wall Street Journal, the federal fund futures used by traders to bet on interest rates show that the Federal Reserve raised 0.75 percentage in September to approximately 65%, which rose sharply from a month ago.
According to the Finance News Agency, JP Morgan Chase analysts pointed out that investors who felt uneasy because of the Federal Reserve ’s chairman: Forgetting short -term directions and focusing on value stocks. He suggested to avoid large technology stocks and Bitcoin and sell cryptocurrencies.
International crude oil rose sharply. In October, WTI crude oil futures increased by 3.95 US dollars, an increase of 4.24%to $ 97.01/barrel; Brent in October of October closed up 4.1 US dollars, an increase of 4.06%to $ 105.09/barrel. On the surface, OPEC+is preparing to reduce production and geopolitical factors to promote oil prices.
The Fed will launch the FedNow Instant Payment System in 2023
According to the Wall Street Journal, the Fed Vice Chairman Bre even said that the Fed will launch the FedNow's instant payment system between May and July 2023.
The above reports pointed out that Brened said that FedNow will "change the daily payment method of the economy" and "have the ability to pay instant time at any time, and the payee can immediately use funds to make other payment."
However, Bre even pointed out that the number of American companies and families that can use instant payment will depend on financial service providers to make necessary investment to upgrade the payment infrastructure. Now it is a time for financial institutions, core service providers, software companies, and application developers to invest in the necessary resource to support instant payment.
It is reported that the Federal Reserve said that FedNow will become the second choice in the market to reduce costs, improve efficiency and reduce the vulnerability of the financial system, and may be more attractive to some small loan parties that do not want to use large banking systems.
EU may decompose natural gas and electricity prices
According to CCTV news reports, on the 29th local time, German Chancellor Tsutz met with Czech Prime Minister Fiara in Prague. At the press conference organized by the two after the meeting, the EU will take measures to deal with rising electricity prices. Czech Prime Minister Fiara also revealed that the EU will hold a special meeting of the Energy Minister on September 9 to discuss energy price issues.
Tsubz praised the Czech Republic of the EU's rotating chairman, saying that the two countries would coordinate together to find solutions to high energy prices and prepare for the upcoming heating season. In his words, there is no need to take national behavior in various countries, because electricity prices have obviously no longer reflected the cost of power generation, so the structure should be reformed.
It is worth noting that on the 29th, Germany restarted a coal -fired power plant to save more natural gas and cope with winter energy needs.
Fiara announced at a press conference that it will hold a special meeting of EU Energy Minister in Brussels on September 9. According to Fiara, he had communicated with the European Commission's chairman Feng Delin earlier on the 29th. Possible measures include decoupled the calculation of electricity prices with the calculation of natural gas.
According to the Wall Street Journal, Musk told European energy -related leaders that the world needs more oil and natural gas, and should continue to operate nuclear power plants and invest in renewable energy.
The GDP growth in the second quarter of the Organization area is still weak
According to Xinhua News Agency, the preliminary data released on the 29th show that in the second quarter of 2022, the GDP of GDP (GDP) of the Organization area increased by 0.3%month -on -month, which was the same as the previous quarter.
Data show that the GDP in the second quarter of the Seventh Kingdoms increased by 0.2%month -on -month, slightly higher than the zero growth in the first quarter. Among them, the United States and the United Kingdom have declined by 0.1%in the second quarter, German economic growth has slowed significantly from 0.8%in the first quarter to 0.1%. Japan and France have increased by 0.5%in the second quarter. %And 1.1%.
Analysis of the OECD pointed out that net exports are the main driving force for French economic growth; US investment contraction and British government consumption have decreased, offset the positive contribution of net exports of the two countries; in Germany, export conditions have dragged economic growth.
Vice Premier Russia predicts that the Russian GDP decreases by 2%-3%in 2022
According to CCTV News quoted Tas News Agency, Russia's first vice prime minister Belo Usov said that the Russian economic decline in 2022 will be slightly higher than 2%, and the decline in GDP in 2023 may not exceed 1%. "If it is calculated by GDP dynamic dynamic, the overall economic decline will be lower than 3%this year, slightly higher than 2%. Next year, we hope to control 1%."
He added that active economic dynamics will create conditions for improving the actual revenue and budget income of residents, "but you need to struggle for this."
The US illegal garrison in Syria stole oil again
According to CCTV News cited Syrian News Agency, the United States used 123 oil tankers in the Syrian illegal garrison, and the oil stolen from the northeast of the oil field in Syria went to Iraq in batches. The oil tank team stopped unloading at Mahamimadi's illegal transit point, temporarily placed the goods in a large warehouse, waiting to be shipped to the US base in the United States.
Recently, the situation of illegal garrison in the United States has become more and more frequent. Since August, the U.S. military has stolen oil at least eight times, which has led to the dilemma of energy shortage in Syria. The Syrian government and the public have repeatedly condemned the United States, accusing them of severe exacerbation of Syrian humanitarian disasters.
Iraq implements a national curf
According to Xinhua News Agency, the Iraqi joint action headquarters issued a statement on the 29th that the national curfew was implemented from the same day to cope with the current protest upgrade.
Earlier that day, Sader, a religious leader in Shiites, Iraqi, said in social media that "I decided not to interfere with political affairs and announced retirement." The relevant institutions he led by the "Sader Movement" will also be closed. Earlier, Sader has called for the dissolution of the National Assembly and re -elected to break the long -term stalemate for several months.
The above reports pointed out that after Sader's latest statement, the protests that lasted a month have been upgraded suddenly. A large number of Sader's supporters pushed the roadblocks in Baghdad's "Green Area", and forced the government building, including the Republic's Palace.
[Follow today (Beijing Time)]
07:30 Japan's unemployment rate in July
10:00 The Propaganda Department of the Central Committee of the Communist Party of China held a press conference on the reform and development of emergency management in the new era
15:00 National Office held a press conference on the relevant situation of the 22nd China International Investment and Trade Fair
17:00 EU August Economic View Index
22:00 US job vacancies in July
【New shares to purchase】
Shengtong Energy (001331)
Stock code: 001331
Issuing price: 26.78 yuan/share
Issuing P / E ratio: 19.93
Listing location: Shenzhen Stock Exchange Main Board
Main business: LNG's procurement, transportation, sales, and transportation services for crude oil and general goods.
Garman Clothing (301276)
Stock code: 301276
Issuing price: 40.66 yuan/share
Issuing P / E ratio: 25.15
Listing location: Shenzhen Stock Exchange GEM
Main business: R & D design, brand operation and promotion, direct operation and franchise sales of children's clothing.
【New Stocks Listing】
Weifeng Electronics (301328)
Issuing price: 78.8 yuan/share
Issuing P / E ratio: 60.38
Listing location: Shenzhen Stock Exchange GEM
Main business: R & D, production and sales: electronic connectors, electronic connector cable combinations, smart electronic products, hardware stamping and metal die -casting molds, hardware stamping parts and metal die -casting products, plastic molds, plastic products, automated equipment, etc.
Xinde New Material (301349)
Issuing price: 138.88 yuan/share
Issuing P / E ratio: 78.39
Listing location: Shenzhen Stock Exchange GEM
Main business: sales of high -performance fibers and composite materials, sales of graphite and carbon products, sales of chemical products, manufacturing high -performance fibers and composite materials, graphite and carbon products manufacturing, chemical products production, mechanical parts, parts processing.
Tianming Technology (836270)
Issuing price: 18.96 yuan/share
Issuing P / E ratio: 24.24
Listing location: Beijing Stock Exchange
Main business: production and sales of ligrent machinery, electric tools, high -strength nylon ropes, high -strength trailer bands, high -strength industrial hanging bands, electric foot pedals, hydraulic twisted, non -motor vehicle motors and accessories, automotive accessories, etc.
【Financial Hot Spot】
Chengdu: Non -must -have
Chengdu's new coronary virus pneumonia epidemic prevention and control headquarters issued a notification to strengthen the prevention and control of social epidemic in the city, including strict Li Ronghe (Returning) Rong management, it is necessary to be inseparable; Open and business with various public cultural and sports venues; delay the opening time of autumn, and various out -of -school training institutions have suspended offline training.
Inner Mongolia will cancel the "public roll area" as a recommendation report on the legislative project
Recently, in the response to the "Proposal on Regulating House" Public Standing Area ", the Inner Mongolia Housing and Construction Department stated that the proposal of the" public storage area "will be listed as a recent legislative project proposal to be reported to the Ministry of Construction.
Vice Chairman of Nasdaq: Continue to welcome Chinese companies to list in the United States
According to the Securities Times, Nasdaq Vice Chairman Robert McComi said that in the past 51 years, Nasdaq has been the home of science and technology entrepreneurs; China is a huge source of new listed companies in the US capital market. " We hope that Chinese companies will continue to be closely related to Nasdaq. " Haitong Securities: There is the idea of cooperating with "Big V"
Haitong Securities held a semi -annual performance conference. Talking about the construction of the transformation of wealth management, Chen Chunqian, assistant to the general manager of Haitong Securities, said that in this regard, it pays attention to some "big V" as a formal employee to join the securities institution. It takes a little time.
Fosun Pharmaceutical's net profit fell by more than 37% in the first half of the year
Fosun Pharmaceutical disclosed the semi -annual report. In the first half of the year, it achieved operating income of 21.34 billion yuan, an increase of 25.88%year -on -year; net profit attributable to shareholders of listed companies was 1.547 billion yuan, a year -on -year decrease of 37.67%.
"Glove Mao" British medical net profit reduction by 93%
Yingke Medical disclosed the semi -annual report, revenue decreased by 64.96%year -on -year, and net profit decreased by 93.16%year -on -year. British Medical said that based on the expansion of the industry's capacity during the epidemic, too much preparation for downstream customers in the early stage, it takes a certain amount of time to digest inventory, and the short -term market demand growth brought by the epidemic is difficult to sustain.
Honda and LG Energy plans to invest in US $ 4.4 billion in the U.S. dollars to build a battery plant
According to the Wall Street Journal, Honda and LG Energy said that they plan to build a $ 4.4 billion electric vehicle battery factory in the United States, aiming to expand production capacity by sharing the previous period.
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