[Jingwei Morning Course] US stocks "three consecutive declines"!Tesla fell 4%and will recall millions of cars; Boeing was fined $ 200 million

【Heavy overnight】

U.S. stock market "three consecutive falls" Tesla fell 4%

US stocks continued to fall on Thursday, and the three major stock indexes fell for three consecutive trading days. Tesla will recall nearly 1.1 million cars in the United States, with a stock price of 4.06%.

At 16:00 on September 22nd, Eastern Time (04:00, September 23, Beijing time), the Dow closed at 107.10 points to 30076.68 points, a decrease of 0.35%; 1.37%; the S & P 500 index closed down 31.94 points to 3757.99 points, a decline of 0.84%.

U.S. stock bank stocks fell across the board, Goldman Sachs and Bank of America fell more than 2%; aviation stocks performed weak, Boeing, American Airlines, etc. fell more than 3%; most of the popular stocks fell, Taihecheng Medical fell 15.43%, and then Ding Ding medicine fell 12.96% Essence China ’s new energy vehicle stocks rose and declined, Weilai Automobile rose 0.25%, Xiaopeng Automobile fell 2.52%, and ideal cars rose 4.89%.

In terms of economic data, according to data released by the US Department of Labor, as of the week of September 17, the number of people applied for unemployment relief for the first time in the United States was 213,000, which was increased by 5,000 compared with the number of people who applied for unemployed relief after the previous week's amendment. people.

In terms of news, on the 22nd of Beijing time, the Bank of the United Kingdom announced the interest rate hikes 50 basis points, raising the policy interest rate from 1.75%to 2.25%. This is the British Bank of the United Kingdom has raised interest rates seven consecutive times in December last year. The latest interest rate hike was on August 4th. The Bank of England announced that it had raised interest rates to 50 basis points to 1.75%, the largest in 27 years. The Bank of England also announced on the 22nd that it will actively quantitatively tighten (QT) from October 3, and began to actively sell British Treasury bonds. The sales scale of each quarter will reach about 10 billion pounds.

According to Reuters, Tesla will recall nearly 1.1 million cars in the United States, because the automatic lifting system may not be able to respond correctly after detecting obstacles, increasing the risk of injury of drivers or passengers. The recalled models include Model 3 from 2017 to 2022, Model Y from 2020 to 2021, and Model S and Model X from 2021 to 2022.

The three major European stock indexes fell across the board on the 22nd. The average price index of 100 stocks in the London stock market "Financial Times" closed at 7159.52 points on the 22nd, a decrease of 78.12 points from the previous trading day, a decline of 1.08%; The decline was 112.83 points, a decline of 1.87%; the DAX index of the Frankfurt stock market in Germany closed at 12531.63 points, a decrease of 235.52 points from the previous trading day, a decline of 1.84%.

International oil prices rose on the 22nd. The price of light crude oil futures delivered in November of the New York Commodity Exchange rose 0.55 US dollars, an increase of 0.66%to $ 83.49/barrel; US dollar/barrel.

The most active December gold price price of the New York Commodity Exchange's gold futures market increased by 5.4 US dollars on the 22nd than the previous trading day, and closed at $ 1681.1 per ounce, an increase of 0.32%.

The US dollar index rose significantly on the 22nd. As of the end of the foreign exchange market in New York, the US dollar index of the US dollar's six major currencies rose 0.64%to 111.3520.

The Prime Minister said that it will take measures to interfere with excessive changes in the foreign exchange market

According to the "Japan Economic News" reported on the 22nd, the Japanese Prime Minister Kishita, who visited the United States, said at the press conference on the day of the report that the Bank of Japan involved in the exchange market on the day that there was a certain speculation in the rapid change of the yen exchange rate in the near future. The market takes decisive intervention measures.

In addition, according to the news of the Kyodo News Agency, in order to prevent the yen from devalueing rapidly, the Bank of Japan adopted the measures to buy yen to sell the US dollar on the 22nd. It is reported that the buying yen was implemented since June 17, 1998, and it was implemented after about 24 years and 3 months. After announcing intervention in the foreign exchange market, the US dollar fell rapidly against the yen.

At the monetary policy conference on the 22nd, the Bank of Japan decided to maintain a large -scale currency easing policy with interest rates to extremely low levels. This is a priority to support the economy that has not yet fully recovered from the new crown epidemic. Although the rapid depreciation of the yen against the US dollar has led to rising food and energy prices and increasing the burden on the family, Japan has failed to correct the devaluation of the yen by adjusting the currency easing policy. On the other hand, the support measures for small and medium -sized enterprises to respond to the epidemic will extend half a year to the end of March next year.

Kuroda Noshiya Kuroda, the governor of the Bank of Japan, stated at a press conference after the monetary policy meeting on the 22nd that "the interest rate will not be raised for the time being" and added that "it means that it is not a few months, but two or three years." It means that the large -scale currency easing policy that controls short -term interest rates at 0.1%and long -term interest rates to about 0%will last longer.

According to the Financial Press, on Thursday, the US government made the latest statement on the official intervention rate of Japan's market intervention rate on Thursday. Although there is no clear support, the US Treasury Department expressed its understanding of Japan's intervention rate.

The US Treasury spokesman Michael Kikukawa stated: "The Japanese government intervened in the foreign exchange market today, and we understand Japanese actions. The purpose of this action is to reduce the recent fluctuations in the yen." ) Decide to raise 75 basis points, and the interest rate difference between Japan and the United States has further increased.

On the 22nd Tokyo foreign exchange market, the yen exchange rate fell sharply, and once reached the level since Japan's financial crisis in August 1998, the yen depreciated above 145 after the yen. According to the report of the Kyodo News, compared with the high value since the beginning of this year, the yen exchange rate declines greater than the 1989 period of the bubble economic period. The biggest decline.

The United States leading economic index has fallen for 6 consecutive months

According to CCTV news reports, on September 22, local time, the Conference Board said that the United States has fell again in August in August, which has fallen for the sixth consecutive decline in August.

This index tracks 10 indicators to measure economic health, including a series of indicators to capture the employment market, manufacturing, financial markets and housing activities, and aims to detect when the economic recession arrives. Among the 10 components of the index, except 2 parts, the rest are in negative areas in the past 6 months.

Ataman ozyildirim, a senior head of economics in the Economic Consultation Bureau, said the decline of the index of 6 months "may indicate economic recession."

US mortgage interest rates rose five weeks in a row

According to the Wall Street Journal, a lending institution investigation announced on September 22, local time of Freddie Mac, showed that the average interest rate of the 30 -year fixed mortgage loan in the United States has climbed to 6.29%, which is October 2008, 2008 The highest since. The interest rate of mortgage loans rose for the fifth consecutive week, reaching the highest level since the United States was in the financial crisis last time.

Rising rising mortgage interest rates is another product of the Federal Reserve for decades of high inflation. On the 21st, the Federal Reserve announced the fifth time this year. Officials said that more large -scale interest rate hikes are in progress, even if this measure may lead to economic recession.

The higher interest rate affects every corner of the economy, and the impact on housing is particularly serious, because higher interest rates increase the monthly mortgage payment of buyers by hundreds of dollars. At the same time, the real estate market has been significantly cooling. Although the price of houses continues to increase year -on -year, the price is declining monthly, and the surged mortgage interest rate has made many potential buyers discourage.

The US Mortgage Bank Bank Association said on the 22nd that the medium number of the national mortgage payment payment in August was $ 1839, an increase of 33%over the beginning of the year.

While the mortgage loan interest rate is innovative, the US house sales and the housing market confidence index continuously decline.

On September 21, local time, data released by the National Real Estate Broker Association of the United States showed that the total number of housing sales in the United States in August decreased by 0.4%to 4.8 million households in August, which has declined for the seventh consecutive month. Essence

On September 19, local time, the United States September National Housing Construction Federation/Wells Fargo Housing Market Confidence Index fell for the ninth consecutive month and fell to 46, which set the worst performance since the financial crisis in 2008. In the same period last year, the index was 76.

Some American economists analyzed that the main reason for the sharp decline in the index was high inflation and rising borrowing costs that caused potential buyers to plummet and caused builders' confidence in the US real estate market.

Russian pipeline natural gas will drop by 40 % year

According to Bloomberg, Russia announced the draft energy export plan from 2023 to 2025. According to the draft, the annual export volume of Russian pipelines will drop by nearly 40%to 125.2 billion cubic meters. The draft shows that the pipeline natural gas exports this year are expected to be 142 billion cubic meters. In comparison, the export volume in 2021 was 205.6 billion cubic meters.

According to the financial club, the rapid decline in exports is related to Europe's largest customer in Russia's largest customer in the early years. After the outbreak of Russia and Ukraine this year, the European Union followed the United States to throw a series of financial and energy sanctions measures. Russia then launched the "ruble settlement order" as countermeasures. Some European countries have been suspended by Russia because they have refused to pay the ruble, and the "Beixi No. 1" pipeline to Germany's "Beixi No. 1" pipeline stopped due to turbine events. Therefore, Europe can only obtain Russian natural gas through the natural gas pipeline passing through Ukraine and Turkey.

On September 7, local time, Ulsula Von Delin, chairman of the European Union Committee, said that the European Commission will propose a upper limit of the price of natural gas exports to Russia. However, the EU has different opinions on this.

Russian President Putin said in the Oriental Economic Forum held in the city of Vladivostok on the 7th that it was "absolutely a stupid decision" to Russia's natural gas limit.

Putin said that once the European Union made a political decision that violated the contract, "if it is contrary to our economic interests, we will stop supplying everything (energy), natural gas, petroleum, diesel or coal, and stop supply."

On the 15th local time, a executive of Russia's Natural Gas Industry Co., Ltd. said that there was no other appropriate alternative except Russia's pipeline natural gas. The start of Russia's "Beixi-2" natural gas pipelines can alleviate the energy crisis of Europe, but this plan has been resisted by some politicians in Europe. Germany intends to be nationalized another natural gas importer

According to the German Mirror Weekly website reported on the 22nd, the German government plans to ensure that natural gas importers -European Energy Security Corporation is returned to state -owned to avoid its bankruptcy.

A few days ago, the German government decided to bring the country's largest Russian natural gas importer, Yuniper, to the state -owned state -owned to get rid of the financial predicament of the Russian party's "disconnecting" and cope with the continuous energy crisis.

Reuters on the 22nd quoted a spokesman for the Ministry of Economic Affairs of the German Ministry of Economic and reported that negotiations on the protection of European Energy Security Corporation's future arrangements continued. The company did not respond to media reports.

Ensure that the European Energy Security Corporation has previously named Russia's Natural Gas Industry Co., Ltd. German Branch. After Russia abandoned the ownership of the former this year, the German Energy Supervision Institution Federal Network Office temporarily took over it in April.

According to Reuters, the German government's nationalization of Unipo's nationalization means that it has reached at least 40 billion euros provided by the three major enterprises that the country imported from Russia, including the previous rescue of ensuring European energy security companies.

Boeing is fined 200 million US dollars for misleading investors

According to Reuters reported on the 22nd local time, the US Securities and Exchange Commission (SEC) said Boeing will pay more than $ 200 million to reconcile SEC's allegations. SEC believes that Boeing has many misleading investors in 737 MAX aircraft.

It is reported that the Boeing 737 MAX aircraft of Boeing Company had two fatal cranes in October 2018 and March 2019, causing a total of 346 people to die. The Federal Aviation Administration of Aviation then stopped the Boeing 737 MAX aircraft. SEC, as an agency to investigate how Boeing communicates with investors, requires listed companies such as Boeing to disclose important facts and other information required for investment decisions to make investment decisions.

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16:00 Euro Zone September Manufacturing PMI initial value

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【Financial Hot Spot】

Henan Banking Insurance Regulatory Bureau prompts illegal fund -raising risks such as "Yuan Universe"

The Henan Banking Insurance Regulatory Bureau reminds the majority of financial consumers: Do not easily believe in the so -called high -interest "financial management", "Yuan Universe, NFT, Virtual Currency Investment", are not moved by small gifts, not receiving bait such as "return first" Pay attention to protecting personal information and purchase financial products through regular channels.

Burger King, Outlets, Rosen and other poor epidemic prevention is named

57 operating entities including Bayou Road Branch of Hamburg (Beijing) Catering Management Co., Ltd., Rosen (Beijing) Co., Ltd. Haidian District, the 14th branch of Haidian District were notified for poor epidemic prevention.

In the year

As of September 22, since this year, a total of 110 important shareholders of A -share listed companies (including shareholders of more than 5%of the shares, director and supervisor) have announced the termination of the reduction plan in advance. From the perspective of the cause, it is the mainstream reasons for the company's development prospects and boosting market confidence; there are also no shortage of consideration based on changes in capital demand and the impact of departure. In addition, when the decision to terminate the holdings in advance, many important shareholders of many companies have also made a certain period of no reduction of holdings and even throwing out the holding plan.

Shenzhen Guocheng Investment has been ordered to make corrections for misleading marketing materials

After investigation, Shenzhen Guocheng Investment has not covered all links of foreign marketing in the process of engaging in securities investment consulting business; the content of individual marketing materials and individual media accounts have certain misleading. The Shenzhen Securities Regulatory Bureau decided to take supervision measures to order Shenzhen Guocheng Investment and increase the number of internal compliance inspections. Cixing and its chairman are warned

The estimated net profit of Cixing's performance trailer is largely different from the audited net profit disclosed by the annual report, and it has not been revised in time. The Ningbo Securities Regulatory Bureau decided to adopt administrative supervision measures with alert letter with a warning letter on Cixing, Chairman and General Manager of Cixing Co., Ltd.,.

The chairman of the ST collection "post -80s" was fined for non -company matters

On the evening of the 22nd, the company's chairman Shang Duoxu, during his tenure in HNA, had a warning to Shang Duoxu due to information disclosure of information disclosure of information disclosure of information disclosure and imposing a fine of 200,000 yuan.

WeChat: Strictly spread the "Large Flight List" rumor account

Tencent's official content security communication site "WeChat Coral Security" announced on the 22nd that some users have spread rumors information about the "National Flight Large Large -scale Cancel". The relevant information has misleading other users and a adverse impact on the platform ecology. The announcement states that the platform will continue to carry out various types of rumors and information governance work. Once discovery, it will immediately dispose of accounts that publish and spread rumors.

Indonesian central bank raised 50 basis points to 4.25% of the benchmark interest rate

The Indonesian central bank announced on the 22nd that the country's benchmark interest rate was raised from 3.75%to 4.25%. This is the second rate hike this year after the central bank raised the benchmark interest rate by 25 basis points in August.

South Africa raised 75 percentage points to curb inflation

On the afternoon of September 22, local time, the South African Reserve Bank Monetary Policy Committee (MPC) announced that starting from September 23, it will increase the repurchase interest rate by 75 percentage points to 6.25%per year to curb the inflation and Rand depreciation of the supply driver.

Turkey's second interest rate reduction during the year

On September 22, local time of the Turkish central bank, it announced that the benchmark interest rate was reduced by 100 basis points to 12%. This is the second time the Turkish central bank has cut interest rates since August this year. On the basis of August, the Turkish central bank further lowered the benchmark interest rate, which once again shocked the market. After the central bank announced the latest interest rates, Turkish Lichar fell, and once fell below $ 1 to exchange 18.39 lira, a 9 -month low.

The Spanish government plans to levy asset tax on large consortia in 2023

On September 22, local time, the Minister of Finance and Public Function of Spain said that the Spanish government plans to levy a new asset tax on large consortia in 2023.

Mercedes-Benz will recall more than 100,000 cars

Reuters was reported by the German Business Daily that Mercedes-Benz spokesman said that more than 100,000 C-Class models are recalling the trunk of the trunk if water enters the trunk, and the water may enter the signal collection module.

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