股市分析|新机发行周期临近 苹果股价再创新 市值达到2.4万亿美元

2021年07月09日 7825点热度 17人点赞 1,407条评论
基本面
  
美股
新机发行周期临近 苹果股价再创新 市值达到2.4万亿美元

苹果公司的股价往往会在每年推出新款iPhone前的夏季跑赢大盘。尽管苹果尚未目前尚未发布关于新款iPhone的任何声明,但外界普遍猜测会像往常一样在9月推出。
   
A股
中国央行副行长范一飞:私人数字货币的典型代表是比特币

范一飞表示,私人数字货币的典型代表是比特币等这样的货币,也包括推出的各种所谓“稳定币”。这些货币本身已经成为一个投机性工具,市场出现了这种情况,也存在威胁金融安全和社会稳定潜在的风险。
   
市场监管总局打击可购质检报告
7月7日,有媒体反映“部分网购平台可购买质检报告”。市场监管总局高度重视,已要求淘宝、拼多多等平台企业依法履行平台主体责任,对在平台上销售虚假检验检测报告的网店立即进行处置。
   
市场监管总局等五部门印发《公平竞争审查制度实施细则》
其中提出,不得设置不合理或者歧视性的准入和退出条件,未经公平竞争不得授予经营者特许经营权,设置歧视性条件,使经营者无法公平参与特许经营权竞争。
   
港股
港交所成立中国业务咨询委员会

港交所宣布成立中国业务咨询委员会,由具备深厚中国市场知识和经验的资深业界专家组成,会就中国的金融市场及经济发展,担任香港交易所董事会顾问。港交所还成立了内地市场小组。
   
技术面
   
美股
市场走势技术分析
股市方面,美股三大指数集体下挫,截至收盘,道指收跌0.76%;盘面上,金融板块跌幅居前,抗疫概念板块逆市倒升,个股上,滴滴收跌5.37%,连续第四日下挫。
   
观点整理:
美联储缩的表速度可能比市场预期的要快,美联储的加息进程可能导致美股泡沫的破裂。美联储最近一次的利率决议上调了通胀预期,并暗示将在2023年底前加息两次,比此前预期的时间点确实略有提前。
  
A股
市场走势技术分析
沪指今日探底回升,盘中跌幅一度超过1%,最终收盘仅仅微幅下跌0.04%,收报3524.09点;深证成指盘中跌幅一度达到2%,最终收盘下跌0.26%,收报14844.36点;创业板指宽幅震荡,盘中跌幅一度接近3%,最终收跌0.69%,收报3409.31点。两市合计成交1.13万亿元,行业板块涨多跌少,有色金属板块大涨。北向资金今日小幅净卖出2.11亿元。
   
观点整理:
周指数反复拉锯令操作难度急速上升,短期由于芯片新能源的强势延缓了市场的调整,但也要留心一旦热门板块多转空的话,会否拖累市场。目前上证指数仍处于3520点的重要关口,重点看其能否形成有效支撑,当前操作应适当谨慎,可继续轻仓关注中报预期较好的低位小盘品种。
   
港股
市场走势技术分析
恒生指数自6月底连续8日下跌,创2021年1月4日以来新低,单日表现上,港股科技、能源、医药跌幅靠前。从指数构成来看,当前恒生指数和国企指数中金融+科技公司的权重占比分别达到63.7%/64.7%。
   
观点整理:
短期来看,我们认为投资者避险情绪仍将发酵一段时间,但经历调整后的港股市场已具备明显的配置性价比,从估值端来看,当前恒生指数/国企指数静态市盈率仅为12.6x/11.5x,明显低于A股和美股的估值水平;板块上来看,包括科技、消费在内的大部分板块整体估值均位于2015年以来30%分位点以下。

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    Индивидуальный предприниматель Сафин Ирек Фаатович

    Введение
    <a href=https://t.me/safinirek>ИП Сафин Ирек Фаатович</a>
    Ирек Фаатович Сафин – успешный индивидуальный предприниматель, который за годы своей деятельности смог создать устойчивый бизнес в различных сферах экономики. Его имя ассоциируется с профессионализмом, инновациями и ответственным подходом к делу. В этой статье мы рассмотрим ключевые аспекты его карьеры, достижения и принципы ведения бизнеса.

    Начало пути

    Ирек Сафин родился в 1978 году в городе Уфа, Республика Башкортостан. С детства он проявлял интерес к экономике и предпринимательству. После окончания школы поступил в Башкирский государственный университет на экономический факультет. Во время учебы активно участвовал в студенческих проектах и научных конференциях, что позволило ему получить ценный опыт и знания.

    Первые шаги в бизнесе

    Свою карьеру Ирек начал сразу после окончания университета. Он открыл свою первую компанию, которая занималась оптовой торговлей строительными материалами. Благодаря грамотному управлению и стратегическому планированию, компания быстро заняла лидирующие позиции на рынке. Это стало первым успешным шагом в карьере Ирека Сафина.

    Расширение бизнеса

    В последующие годы Ирек Сафин расширил свой бизнес, открыв новые направления. Он стал заниматься производством строительных материалов, а также оказанием услуг в сфере строительства и ремонта. Благодаря внедрению современных технологий и использованию качественных материалов, его компании смогли завоевать доверие клиентов и партнеров.

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    Одним из важных аспектов деятельности Ирека Сафина является социальная ответственность. Он активно участвует в благотворительных проектах, поддерживает образовательные учреждения и спортивные мероприятия. Кроме того, он уделяет большое внимание экологии и внедряет экологически чистые технологии в своем производстве.

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    Заключение

    Ирек Фаатович Сафин – яркий пример успешного предпринимателя, который сумел построить устойчивый бизнес и внести значительный вклад в развитие экономики региона. Его опыт и достижения могут служить примером для многих начинающих предпринимателей.

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    Camera phones at the ready, around 700 guests hailing from across India and the world expected a visual spectacle on Saturday evening — and they weren’t disappointed. A hush descended as the doors opened to the Jio World Center in Mumbai, where legendary Indian fashion designer Sabyasachi Mukherjee presented a star-studded 25th anniversary runway show for his namesake brand.

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    There were also trench coats, sweaters, shorts and shirts made in more conventionally western silhouettes. These marked a departure from Mukherjee’s usual festive and bridal wear, which are heavily inclined towards traditional Indian styles, such as saris, ghagra cholis and sherwanis.

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    Secretary of State Marco Rubio appeared to escalate the Trump administration’s confrontation with Panama on Sunday, telling its leader that President Trump had determined that Chinese “influence and control” over the Panama Canal threatens the waterway and demanding “immediate changes,” according to the State Department.
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    The State Department’s summary of the meeting in Panama City, Mr. Rubio’s first with a foreign leader since becoming secretary of state, struck a tone that was sometimes aggressive. It said Mr. Rubio had told his host that Mr. Trump had made a “preliminary determination” that China’s government exercised control over the canal.

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  • RonaldRat

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    The proposed tariffs, which Trump announced Saturday, consisted of a 25% duty on all imports from Mexico and most from Canada (there was a carve-out for a 10% tariff on energy products), and a new 10% tariff on Chinese goods. Trump said earlier Monday that he’d be speaking with China soon.
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    Trump paused the tariffs on America’s neighbors after Mexican President Claudia Sheinbaum and Canadian Prime Minister Justin Trudeau made commitments, some of which they’d already made, to bolster security at their respective borders with the United States.
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    “I just spoke with President Claudia Sheinbaum of Mexico. It was a very friendly conversation wherein she agreed to immediately supply 10,000 Mexican Soldiers on the Border separating Mexico and the United States,” Trump wrote on Truth Social earlier Monday.

    “These soldiers will be specifically designated to stop the flow of fentanyl, and illegal migrants into our country,” he wrote.

    He took to Truth Social with a similar announcement later in the day, after Trudeau first announced the 30-day pause.

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    From fiery festivals to nature's most dazzling "sky-dance", interest in the night skies is booming, with "noctourism" poised to be a major travel trend in 2025.
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    Interest in the night skies is booming. Booking.com recently named "noctourism" as a top travel trend for 2025, with their survey of more than 27,000 travellers finding that around two-thirds have considered going to "darker sky destinations" to experience things like starbathing (lying down and looking at the night skies) and witnessing once-in-a-lifetime cosmic events.
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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

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    "The cool thing about night adventures is you see so many different sides to a destination, by just staying up late or rising early," says Stephanie Vermillon, author of the new book 100 Nights Of A Lifetime: The World's Ultimate Adventures After Dark. "Our senses are heightened, and there are things you see at night that you don't see any other time, so everything feels exciting and new."
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    It was a 2010 trip to Morocco that sparked Vermillon's interest in all things nocturnal. "I grew up in Dayton, Ohio, which has terrible light pollution," she tells the BBC. "Then I went to the Sahara Desert and camped under the stars – I saw the Milky Way and two dozen shooting stars that night. I went home, took an astronomy class and later started hunting Northern Lights, which got me curious about what else happens around the world after dark."

    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

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    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

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    Vermillon believes that major events such as the April 2024 total solar eclipse or the 2024-2025 peak in aurora activity has led to a "bump" in the number of people wanting to experience dark skies. There are also now more than 200 Dark Sky Reserves across the globe. "The great thing about the night sky is the perspective it gives you – it's humbling and grounding," she says. "You can experience pure awe."

    Starry skies and aurora borealis might be the headline acts, but there's plenty more to do after dark in cities or out in nature. "You see a city so differently at night," Vermillon says. "I think of it as a city letting its hair down – it's more relaxed. I've also done night safaris, where it's more about listening than just seeing, and I've seen water sparkling with bioluminescence, which looks like magic. Everything at night has a little extra sparkle."

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    These apes can tell when humans don’t know something, study finds
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    Some great apes realize when a human partner doesn’t know something and are capable of communicating information to them to change their behavior, a new study shows.

    Researchers from Johns Hopkins University studying bonobos found that they would point to where treats were hidden if they could see their human partner didn’t know where they were, according to a statement from the university, published Monday.

    Working with three male bonobos, study co-author Luke Townrow, a Johns Hopkins PhD student, would sit across a table from one of the animals as another person placed a treat under one of three cups.
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    At other times, he would not be able to see where the treat was, and the bonobo would point to the right cup to help him find the food.

    The “seemingly simple experiment that demonstrated for the first time that apes will communicate unknown information in the name of teamwork,” the statement reads.

    And study co-author Chris Krupenye, a Johns Hopkins assistant professor of psychological and brain sciences, told CNN that the study “is one of the clearest pieces of evidence that a non-human primate understands when someone else is ignorant.”

    This ability to intuit gaps in others’ knowledge is known as theory of mind.

    “As humans we have theory of mind, the ability to think about others’ perspectives,” Krupenye told CNN on Tuesday.

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    Thieves have stolen four ancient artifacts, including an approximately 2,500-year-old gold helmet, after using explosives to break into a museum in the Netherlands.

    The daring heist took place at Drents Museum in Assen during the early hours of Saturday morning, according to Dutch police, who said they received a report of an explosion at 3:45 a.m. local time.

    CCTV footage released by police shows the suspects opening an exterior door before a blast sends sparks and smoke into the air. The thieves made off with three gold bracelets, dating from around 50 BC, as well as the 5th-century BC Helmet of Cotofenesti, a historically important artifact on loan from the National History Museum of Romania in Bucharest.
    The items were part of an exhibition about the Dacians, an ancient society that occupied much of present-day Romania before being conquered by the Romans. On show since July, “Dacia: Empire of Gold and Silver” featured treasures borrowed from institutions across Romania.

    In a press release on its website, Drents Museum described the Helmet of Cotofenesti — which was discovered in a Romanian village almost a century ago — as a “masterpiece.” Its design features mythological scenes and a pair of eyes, located above the wearers’, that were thought to deter enemies during battle while protecting against the “evil eye.”
    The exhibition was set to conclude Sunday, though Drents Museum remained closed through the weekend due to the robbery. Its premises were damaged by the explosion, though no injuries were reported, the museum said.

    Dutch police announced that they are working with global police agency Interpol and had, as of Sunday, received more than 50 tip-offs. Investigators are currently looking for information about a gray car that was stolen from the nearby city of Alkmaar earlier in the week and was discovered around four miles from the crime scene, on fire, shortly after the overnight heist.

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    Country music star Carrie Underwood is slated to perform “America the Beautiful” at President-elect Donald Trump’s inauguration, according to a copy of the program obtained by CNN and confirmed by a spokesperson for the inaugural committee.

    “I love our country and am honored to have been asked to sing at the Inauguration and to be a small part of this historic event,” Underwood said in a statement to CNN. “I am humbled to answer the call at a time when we must all come together in the spirit of unity and looking to the future.”

    The presidential oath of office will be administered by Supreme Court Chief Justice John Roberts with Justice Brett Kavanaugh expected to administer the oath of office to Vice President-elect JD Vance.

    Trump’s inauguration as the 47th president of the United States will take place on January 20 at the US Capitol.

    Underwood is a big get for Trump’s inauguration, considering Hollywood’s Trump blackout over the course of his political career.

    In his first term and throughout the past three elections, Trump has struggled to garner support from major Hollywood stars. At the Republican National Convention last year, the two biggest stars onstage with Trump were musician Kid Rock and retired WWE wrestler Hulk Hogan – a far cry from a superstar at the height of their career, like Underwood.

    The Grammy-winning artist is as high-profile as you can get in country music, not only with numerous platinum hits, but also with public-facing, mainstream business associations. Underwood is the face of Sunday Night Football and is set to make her debut this March as a judge on ABC’s “American Idol” – the singing competition show that catapulted her to fame when she won in 2005.

    While many NFL fans will likely applaud Underwood for singing at the inauguration, any time a celebrity aligns themselves with Trump, they run the risk of alienating left-leaning fans and Hollywood allies.

    Underwood has kept her politics under wraps over the course of her career. In her statement, she did not mention Trump by name and kept her focus on unifying the country – still, Underwood’s decision to publicly align with Trump is a big statement for any star, particularly one as private as the singer.

    Historically, Hollywood has always been closely associated with the Democratic Party, but country stars have always been an outlier, leaning more conservative. In recent years, as new singers join the genre, country music has gotten to be more progressive. This past election cycle, country stars like Mickey Guyton and Maren Morris stood with Vice President Kamala Harris.

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    Speaking to reporters from the Oval Office on Thursday, Trump said he meant business, especially with his tariff threats on Mexico and Canada. White House Press Secretary Karoline Leavitt also confirmed on Friday that Trump will levy the 10% tariff on China on Saturday.
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    A federal judge on Tuesday afternoon temporarily blocked part of the Trump administration’s plans to freeze all federal aid, a policy that unleashed confusion and worry from charities and educators even as the White House said it was not as sweeping an order as it appeared.
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    The short-term pause issued by US District Judge Loren L. AliKhan prevents the administration from carrying through with its plans to freeze funding for “open awards” already granted by the federal government through at least 5 p.m. ET Monday, February 3.
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