股市分析|美国房价继续飙升,4月涨幅创下三十余年之最

2021年06月30日 10571点热度 28人点赞 2,239条评论
基本面
美股
美国房价继续飙升,4月涨幅创下三十余年之最

周二发布的数据显示,在全美范围内,标普CoreLogic凯斯-席勒房地产价值指数同比上扬14.6%,创下1988年以来的最大涨幅,也是房价连续第11个月加速走高。今年3月的涨幅为13.2%。同时美国20个城市房价大涨14.9%,创出2005年以来最大涨幅,也超过经济学家预期中值。
  
A股
发改委召开企业债券本息相关工作视频会议

近日,国家发展改革委财金司召开2021年企业债券本息兑付风险排查和存续期监管工作视频会议。会议指出,企业债券在公司信用类债券中保持违约规模最小、违约率最低、处置率最高,这些成绩的取得是发改财金系统共同努力的结果。
  
世界银行:上调中国今年经济增速预期至8.5%
当地时间6月29日,世界银行更新了中国经济展望报告。在报告中,世界银行将中国今年经济增速预期从8.1%提高到8.5%,并指出,中国需要持续推进疫苗接种工作才能推动经济全面复苏。
  
中环半导体:从即日起调整单晶硅片价格
因近期全球光伏组件装机乏力,下游电池、组件环节成本高企,中环半导体从即日(29日)起调整单晶硅片价格。消息传出后,中环股份短线拉涨,涨幅扩大至2%。
  
  
技术面
美股
市场走势技术分析
股市方面,美联储取消银行派息限制,大型银行纷纷宣布上调股息,受银行股带动,道指昨日盘初一度涨逾百点,标普500指数及纳指均续刷历史新高。随后由于德尔塔变异毒株扩散使得投资者情绪谨慎,美股三大股指涨幅收窄。道指最终收涨10点,纳指收涨0.19%,标普500指数收涨0.02%。盘面上,抗疫概念股和银行股涨幅居前,激光雷达概念和太空概念板块走低。
  
观点整理:
近几个月来,美国和欧洲的通胀数据都超过了预期,货币政策制定者对此意见不一。一些欧洲官员认为,面对物价上涨,欧洲应缩减由疫情引发的刺激计划,而其他人则认为,通胀将是暂时的,因此货币政策应保持宽松。国际清算银行经济和货币部门主管Claudio Borgio表示,通胀在大致目标水平上持续上升,这实际上是一个非常好的消息,人们应该为此感到高兴。
  
A股市场走势技术分析

A股今日迎来上半年收官战,三大指数集体收涨,其中沪指上涨0.50%,收报3591.20点,上半年累计上涨3.40%;深证成指上涨1.08%,收报15161.70点,上半年累计上涨4.78%;创业板指走势较强,涨幅达到2.08%,收报3477.18点,创2015年6月以来的六年新高,上半年累计涨幅达到17.22%。两市成交额达到9425亿元,行业板块涨多跌少,第三代半导体概念股走势强劲。

 

观点整理:

2021年下半年中国经济回落中完成转型升级,微小的边际变化使市场表现为震荡状态,下半年A股市场不存在系统性的机会,美债利率上行和汇率阶段性贬值将带来负面的影响,市场整体在当前状态下持续运行。
  
港股
市场走势技术分析
港股今日高开低走,截至收盘,恒指跌0.57%,恒生科技指数跌0.56%。盘面上,受A股芯片股带动,港股半导体板块全天表现强势,上海复旦大涨超11%再创历史新高价,中医药股迎政策利好,表现持续活跃;澳门料暑假旅客恢复,濠赌股均大幅反弹,在线教育股亦全线反弹,海运股继续走强;铝、钢铁等有色金属股普涨;大型科技股涨跌不一,快手跌超3%,小米跌近2%,网易、京东、百度均涨超1%;煤炭股领跌,军工股、汽车股、房地产、区块链股普跌。2只新股上市表现各异,和黄医药大幅收涨逾50%,奈雪的茶收跌13.54%。
  
观点整理:
未来港股市场未来依然会受制于国内以及海外资金的影响,所以相对A股市场和美股市场,港股市场走势会相对较弱,因此,目前港股整体态势还是偏弱。此外,从估值的角度来看,港股中的稀缺资产和核心资产因为估值便宜,所以有较强的吸引力,从资产配置的角度来考虑,港股是值得重点配置的方向。

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    Life is Good — почему произошёл технический СКАМ проекта
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    Компания «Life Is Good» позиционировала себя как финансово-консалтинговый проект. Она привлекала денежные активы от клиентов, формируя из них инвестиционные вклады, которые приносят пассивный доход от 20% годовых в валюте.

    Официальный сайт компании — lifeisgood.company. Ценной информации на нем очень мало. В разделе «О компании» вместо рассказа о том, чем занимается компания, — общие фразы про финансовую независимость и благополучие клиентов, а также шесть рекламных роликов с известными людьми.
    Данная компания создана в 2014 году. Зарегистрирована в государстве-офшоре Белиз, что находится в Центральной Америке. Соответственно, выданный там сертификат не имеет на территории России никакой юридической силы. Лицензия ЦБ РФ отсутствует.

    Руководитель компании — Роман Василенко, обладатель многочисленных фотошопных регалий, количеству которых позавидовал бы даже Александр Невский (уот так уот), ветеран МЛМ движения в РФ, ну практически святой человек.

    С 1990 года по 1999 год служил в Вооруженных силах РФ.

    После службы работал в инвестиционной компании Save-Invest (Si), зарегистрированной в Швейцарии, которая обещала инвестиционные продукты со сверх доходностью. В 2000х годах газета Коммерсантъ выпустила статью о расследовании сотрудников ФСБ на предмет ведения мошеннической деятельности в РФ.

    В 2012 году руководитель Оренбургского управления Татьяна Горынина, обманувшая своих клиентов на 50 млн. получила 6 лет тюрьмы за мошенничество.

    Далее работал в инвестиционной компании “Life Division”, которая до сих пор продолжает свою работу.

    Также Роман активно ведёт блог в инстаграмме и на ютуб, темы всё те же — успешный успех, освободись от рабства, нужно только захотеть и т.д.

    Участники делали ежемесячные взносы в счет стоимости будущей квартиры. Значительная часть средств шла организаторам компании, а все остальное делились между вышестоящими пайщиками.
    Наступила стадия «критического дна», т.е. взносов от новичков поступало меньше, чем необходимо выплачивать более «старым» клиентам, основатели компании приостановили свою деятельность, а суммы, которые многие годы вносили пайщики, им просто не вернули.

    Life Is Good позиционировала себя как европейская компания, но привлекала в основном Россиян. Кстати, официальный сайт Life is Good переведен сразу на 9 языков. Непонятно для чего это сделано, ведь компания работает только в России, Казахстане и Киргизии. Наверное, поэтому над переводом на английский язык здесь не стали заморачиваться. С первого взгляда видны грубые грамматические ошибки.

    Компания работала в сотрудничестве с еще тремя: Best Way, Hermes Management и Vista.

    Гарантий сохранности денег не давала ни «Лайф-из-гуд», ни «Гермес-менеджмент». Но при этом «Лайф-из-гуд» все же предлагала страхование вложенных денег по оригинальной схеме.

    2024年9月8日
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  • Gregoryelina

    Рейдерский захват: что стоит за действиями следствия в отношении кооператива «Бест Вей»
    <a href=https://argumenti.ru/society/2024/06/903442>Новости Гермес</a>
    В феврале этого года следственная группа по уголовному делу, связываемому следствием с кооперативом «Бест Вей», приказом начальника ГСУ питерского главка МВД генерал-майора юстиции Е.В. Негрозова была серьезно реформирована, так как в прежнем составе она никак не могла дать нужного результата расследования. Четверо арестованных в феврале прошлого года, несмотря на год содержания в тюрьме, не дали нужных показаний, количество потерпевших увеличивалось с большим трудом, суды с сомнением воспринимали аргументы следствия, то и дело отказывая в ходатайствах следствия.

    В реформированную следственную группу вошло 35 только следователей, не считая дознавателей, а возглавил ее лично начальник следственной части по РОПД полковник юстиции А.Н. Винокуров, который и раньше курировал следствие, ведущееся в его следственной части, а теперь руководит им непосредственно.
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    Ху из Винокуров А.Н.?
    Газета «Сельская жизнь» еще в 2014 году писала о расследовании следователем А.Н. Винокуровым уголовного дела, связанного с одной из компаний, — против генерального директора, который был депутатом Законодательного собрания Санкт-Петербурга. Вот что писала газета:
    «В начале 2014 года силовики провели в здании администрации „воспитательную работу“с целью дискредитации руководства, создания нервозной обстановки в трудовом коллективе, ухудшения делового климата. Следователи и оперативные работники применяли физическую силу, выгоняя сотрудников из кабинетов, били по дверям ногами, вели себя крайне агрессивно, неоднократно заявляя сотрудникам предприятия, что их генеральный директор является преступником».
    Журналисты утверждали, что уголовное дело было сфабриковано в целях завладения имуществом компании, прекращения еедеятельности и устранения администрации. «Уголовное дело, возбужденное де-юре в отношении неустановленных лиц и находящиеся в настоящее время в производстве старшего следователя по ОВД ГСУ ГУ МВД РФ по СПб. и ЛО подполковника юстиции Винокурова А.Н., направлено не на объективное расследование, а на сбор компромата на руководителя компании и дискредитацию его в деловых кругах Санкт-Петербурга и Ленинградской области во исполнение «заказа» рейдерских структур».
    И далее: «Незаконными действиями следователя Винокурова полностью парализована деятельность ЗАО, а его сотрудники незаконно привлечены к уголовной ответственности».
    Следователь А.Н. Винокуров, действуя умышленно с целью опорочить честь и достоинство руководителя, в присутствии сотрудников предприятия не допускал его в личный кабинет депутата, сообщала газета. «По личному указанию следователя Винокурова А.Н. оперативные работникив нарушение требований ст. 12, 113 УПК РФ, ст. 25 Конституции, гарантирующих неприкосновенность жилища, проникли в квартиру, принадлежащую дочери кассира предприятия. Был проведен незаконный обыск. Спустя некоторое время сотрудниками УЭБиПК была совершена попытка покушения на то же преступление в отношении частной собственности гендиректора».
    Следственными органами, писала «Сельская жизнь», игнорируются очевидные факты и обстоятельства, позволяющие говорить о заинтересованности следователя Винокурова А.Н. в привлечении должностных лиц компании к уголовной ответственности, что может быть следствием того, что следователь либо иные лица, имеющие на него влияние, финансово мотивированы рейдерскими структурами.
    «Следователь Винокуров А.Н. умышленно вводит в заблуждение руководство о необходимости продления сроков предварительного следствия, указывая не соответствующие действительности результаты годичной работы, которой на самом деле не было».
    А вот как комментировал стиль работы своего уже бывшего к тому времени начальника и руководства ГСУ питерского главка МВД следователь А.М. Беляев, изгнанный из ГСУ за нелояльность Винокурову.

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  • EugeneLot

    Drought-hit Danube River reveals scuttled German World War II ships
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    The wrecks of explosives-laden Nazi ships sunk in the Danube River during World War II have emerged near Serbia’s river port town of Prahovo, after a drought in July and August that saw the river’s water level drop.

    Four vessels dating from before 1950 have also come to light in Hungary’s Danube-Drava National Park near Mohacs, where the Danube’s water level stood at only 1.5 meters (4.9 feet) on Tuesday, the lingering effect of severe heat waves and persistent drought in July and August.

    The vessels revealed in Prahovo were among hundreds scuttled along the Danube by Nazi Germany’s Black Sea fleet in 1944 as they retreated from advancing Soviet forces, destroying the ships themselves. The wrecks can hamper river traffic during low water levels.
    Strewn across the riverbed, some of the ships still have turrets, command bridges, broken masts and twisted hulls, while others lie mostly submerged under sandbanks.

    Endre Sztellik, a guard at the Danube-Drava national park, said of one of the ships, “we still don’t know what this is exactly. What is visible and an unfortunate fact is that the wreck is diminishing as people are interested in it and parts of it are going missing.”
    The Danube stood at 1.17 meters (3.8 feet) in Budapest on Tuesday, which compares with an all-time record low of around 0.4 meters (1.3 feet) registered in October 2018. During floods, the Danube rises well above 6 meters (19.7 feet).

    “Eastern Europe is experiencing critical drought conditions that are affecting crops and vegetation,” the European climate service Copernicus said on its website in its latest drought report, published earlier this month.

    2024年9月14日
  • VictorSteaf

    Remember when Lady Gaga ‘bled’ onstage during her shocking performance at the 2009 VMAs?
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    Singing about the perils of fame, being dragged out from beneath a fallen chandelier then bleeding to death in front of a roomful of celebrities: Lady Gaga was not shy about making her debut at the MTV Video Music Awards.

    The year was 2009 — many will remember it as the year rapper Ye (formerly Kanye West) stage-crashed 19-year-old Taylor Swift and suggested her award for Best Female Video should have gone to Beyonce instead. But never one to be overshadowed, Lady Gaga, then 23, made some pop culture history of her own that night.

    Her rendition of “Paparazzi” — lamenting both unrequited love and the sinister effects of hounding tabloids — has gone down in the mists of Gaga legend; not least because a lack of high-quality footage means fans must resort to watching grainy screen-recorded versions circulated on social media.
    Over the limited number of pixels, Gaga can be seen at the start of the performance in an all-white ensemble: a bejeweled, asymmetric lace bodysuit and matching cape, thigh-high boots, a feathered Keko Hainswheeler headpiece and strings of glinting pearls. As she staggered back from her piano at the song’s crescendo, however, an audible gasp swept the room as thick blood suddenly appeared to be pouring from her abdomen.

    “I’m your biggest fan, I’ll follow you until you love me,” Gaga wailed desperately, her once-pristine outfit now daubed in scarlet. She ended the number suspended above the stage, ‘dead,’ as more blood dripped from her eyes.

    “(It) gives me chills every time I watch it,” Olivia Rodrigo told MTV in 2021. “I think Lady Gaga is the best performer of our generation.” The “Drivers License” singer appeared to take notes. At this year’s Grammy Awards, she began to ‘bleed’ from clenched fists while performing her hit “vampire,” spreading fake blood across her arms and neck as the song progressed.

    2024年9月14日
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    Medical staff on the front line of the battle against mpox in eastern Democratic Republic of Congo have told the BBC they are desperate for vaccines to arrive so they can stem the rate of new infections.
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    At a treatment centre in South Kivu province that the BBC visited in the epicentre of the outbreak, they say more patients are arriving every day - especially babies - and there is a shortage of essential equipment.
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    Mpox - formerly known as monkeypox - is a highly contagious disease and has killed at least 635 people in DR Congo this year.
    Even though 200,000 vaccines, donated by the European Commission, were flown into the capital, Kinshasa, last week, they are yet to be transported across this vast country - and it could be several weeks before they reach South Kivu.
    “We've learned from social media that the vaccine is already available,” Emmanuel Fikiri, a nurse working at the clinic that has been turned into a specialist centre to tackle the virus, told the BBC.
    He said this was the first time he had treated patients with mpox and every day he feared catching it and passing it on to his own children - aged seven, five and one.
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    At the community clinic, Dr Pacifique Karanzo appeared fatigued and downbeat having been rushed off his feet all morning.
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    Even though 200,000 vaccines, donated by the European Commission, were flown into the capital, Kinshasa, last week, they are yet to be transported across this vast country - and it could be several weeks before they reach South Kivu.
    “We've learned from social media that the vaccine is already available,” Emmanuel Fikiri, a nurse working at the clinic that has been turned into a specialist centre to tackle the virus, told the BBC.
    He said this was the first time he had treated patients with mpox and every day he feared catching it and passing it on to his own children - aged seven, five and one.
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    The lack of infrastructure and bad roads mean that helicopters could possibly be used to drop some of the vaccines, which will further drive up costs in a country that is already struggling financially.
    At the community clinic, Dr Pacifique Karanzo appeared fatigued and downbeat having been rushed off his feet all morning.
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    Medical staff on the front line of the battle against mpox in eastern Democratic Republic of Congo have told the BBC they are desperate for vaccines to arrive so they can stem the rate of new infections.
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    At a treatment centre in South Kivu province that the BBC visited in the epicentre of the outbreak, they say more patients are arriving every day - especially babies - and there is a shortage of essential equipment.
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    Mpox - formerly known as monkeypox - is a highly contagious disease and has killed at least 635 people in DR Congo this year.
    Even though 200,000 vaccines, donated by the European Commission, were flown into the capital, Kinshasa, last week, they are yet to be transported across this vast country - and it could be several weeks before they reach South Kivu.
    “We've learned from social media that the vaccine is already available,” Emmanuel Fikiri, a nurse working at the clinic that has been turned into a specialist centre to tackle the virus, told the BBC.
    He said this was the first time he had treated patients with mpox and every day he feared catching it and passing it on to his own children - aged seven, five and one.
    “You saw how I touched the patients because that's my job as a nurse. So, we're asking the government to help us by first giving us the vaccines.”
    The reason it will take time to transport the vaccines is that they need to be stored at a precise temperature - below freezing - to maintain their potency, plus they need to be sent to rural areas of South Kivu, like Kamituga, Kavumu and Lwiro, where the outbreak is rife.
    The lack of infrastructure and bad roads mean that helicopters could possibly be used to drop some of the vaccines, which will further drive up costs in a country that is already struggling financially.
    At the community clinic, Dr Pacifique Karanzo appeared fatigued and downbeat having been rushed off his feet all morning.
    Although he wore a face shield, I could see the sweat running down his face. He said he was saddened to see patients sharing beds.
    “You will even see that the patients are sleeping on the floor,” he told me, clearly exasperated.
    “The only support we have already had is a little medicine for the patients and water. As far as other challenges are concerned, there's still no staff motivation.”

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    2024年9月15日
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    At a treatment centre in South Kivu province that the BBC visited in the epicentre of the outbreak, they say more patients are arriving every day - especially babies - and there is a shortage of essential equipment.
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    Mpox - formerly known as monkeypox - is a highly contagious disease and has killed at least 635 people in DR Congo this year.
    Even though 200,000 vaccines, donated by the European Commission, were flown into the capital, Kinshasa, last week, they are yet to be transported across this vast country - and it could be several weeks before they reach South Kivu.
    “We've learned from social media that the vaccine is already available,” Emmanuel Fikiri, a nurse working at the clinic that has been turned into a specialist centre to tackle the virus, told the BBC.
    He said this was the first time he had treated patients with mpox and every day he feared catching it and passing it on to his own children - aged seven, five and one.
    “You saw how I touched the patients because that's my job as a nurse. So, we're asking the government to help us by first giving us the vaccines.”
    The reason it will take time to transport the vaccines is that they need to be stored at a precise temperature - below freezing - to maintain their potency, plus they need to be sent to rural areas of South Kivu, like Kamituga, Kavumu and Lwiro, where the outbreak is rife.
    The lack of infrastructure and bad roads mean that helicopters could possibly be used to drop some of the vaccines, which will further drive up costs in a country that is already struggling financially.
    At the community clinic, Dr Pacifique Karanzo appeared fatigued and downbeat having been rushed off his feet all morning.
    Although he wore a face shield, I could see the sweat running down his face. He said he was saddened to see patients sharing beds.
    “You will even see that the patients are sleeping on the floor,” he told me, clearly exasperated.
    “The only support we have already had is a little medicine for the patients and water. As far as other challenges are concerned, there's still no staff motivation.”

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    2024年9月15日
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  • JeffreyCiz

    Scientists who discovered mammals can breathe through their anuses receive Ig Nobel prize
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    The world still holds many unanswered questions. But thanks to the efforts of the research teams awarded the IG Nobel Prize on Thursday, some of these questions – which you might not even have thought existed – now have answers.

    We now know that many mammals can breathe through their anuses, that there isn’t an equal probability that a coin will land on head or tails, that some real plants somehow imitate the shapes of neighboring fake plastic plants, that fake medicine which causes painful side-effects can be more effective than fake medicine without side-effects, and that many of the people famous for reaching lofty old ages lived in places that had bad record-keeping.
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    The awards – which have no affiliation to the Nobel Prizes – aim to “celebrate the unusual, honor the imaginative – and spur people’s interest in science, medicine, and technology” by making “people laugh, then think.”

    In a two-hour ceremony as quirky as the scientific achievements it was celebrating, audience members were welcomed to their seats by accordion music, before a safety briefing warned them not to “sit on anyone, unless you are a child,” not to “feed, chase or eat ducks” and to throw their paper airplane safely. There were two “paper airplane deluges” during the ceremony in which the audience attempted to throw their creations – safely – at a target in the middle of the stage.
    Among those collecting their prizes was a Japanese research team led by Ryo Okabe and Takanori Takebe who discovered that mammals can breathe through their anuses. They say in their paper that this potentially offers an alternative way of getting oxygen into critically ill patients if ventilator and artificial lung supplies run low, like they did during the Covid-19 pandemic.

    American psychologist B.F Skinner was posthumously awarded the peace prize for his work attempting to use pigeons to guide the flight path of missiles, while a European-wide research team was awarded the probability prize for conducting 350,757 experiments to demonstrate that a coin tends to land on the same side it started when it is flipped.

    2024年9月15日
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  • PhiliproW

    The world’s best pizza for 2024 isn’t in Naples – or even in Italy. Here’s where it is …
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    Many New Yorkers will gladly tell anyone who’ll listen – and even those who won’t – about how they have the best pizza. And now they’ve got some mouth-watering new back-up for their long-standing culinary claims.

    This week, the Italy-based 50 Top Pizza Awards came out with its 2024 worldwide list, and a Lower East Side restaurant came out on top.

    Una Pizza Napoletana, opened by pizza maestro Anthony Mangieri in March 2022, not only beat out US competitors but also global ones. That includes pizzerias in Naples, Italy, the holy land for pizza aficionados and foodies in general.

    “It’s inspiring to be recognized for this 30 years into my career, especially in Naples where pizza originated,” Mangieri said in an email to CNN Travel on Thursday.
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    Adding to their bragging rights, New Yorkers saw three other pizzerias make the 2024 list, which included 101 restaurants in total (despite the “50” in the name of the awards). The rankings for the other New York pizzerias were Ribalta at No. 19, Don Antonio at No. 30 and L’industrie Pizzeria at No. 80.

    Italy still managed to dominate the overall list with 41 eateries while the United States got a total of 15 places recognized. And Naples managed to best New York with five entries on the list, including a tie for the No. 2 spot with Diego Vigtaliano Pizzeria.

    Showing how truly global the awards are, nations not exactly known for their pizza scenes –South Korea, Bolivia and India, to name three ­– were represented on the list.

    2024年9月16日