股市分析|拜登:如果高通胀趋势持续,美国经济或面临严重的复杂局面

2021年07月20日 11446点热度 16人点赞 2,156条评论
基本面
  
美股
拜登:如果高通胀趋势持续,美国经济或面临严重的复杂局面

美国总统拜登于当地时间周一表示,美国的高通胀现象是可以接受的,因为它被认为是暂时的。如若通胀趋势持续下去,美国经济可能面临严重的复杂局面。
  
A股
发改委:下一步将组织好后批次铜铝锌等国家储备投放

国家发改委表示,下一步将继续按照国务院常务会议部署,会同有关部门加强大宗商品价格监测预测,组织好后批次铜铝锌等国家储备投放,密切关注市场价格异常波动情况,持续加大期现货市场联动监管力度,严厉打击哄抬价格、囤积居奇等违法违规价格行为,维护正常市场秩序。
  
外交部:贸易战只会双输
19日,美国财长耶伦称,拜登政府认为中美第一阶段贸易协议没有解决两国之间的问题,而对华关税也损害了美国消费者的利益。外交部发言人表示,中美经贸关系的本质是互利共赢,打贸易战只会带来双输。
   
新一轮支持政策加码,绿色金融空间加速拓展
近期,部委层面对绿色金融支持加码的政策信号密集释放,据了解,金融监管部门正加快完善绿色金融领域制度框架,绿色金融空间有望加速拓展。
  
技术面
  
美股
市场走势技术分析
股市方面,投资者对新冠疫情升温的担忧,拖累美股表现,美股周一低开低走,道指盘中跌幅一度扩大至超过900点,最终收跌2.09%,为去年十月下旬以来最大单日跌幅;标普500指数收跌1.51%,纳指收跌1.06%。盘面上,航空股、石油股、银行股普跌。
   
观点整理:
传染性更强的德尔塔变种病毒在美国迅速传播,全美多地都出现新冠病例反弹的情况。美国部分地区恢复了那些“曾被放弃的卫生预防举措”,比如再次要求人们在公共设施内戴上口罩。
   
A股
市场走势技术分析
A股三大指数今日震荡整理,最终收盘涨跌不一,沪指微幅收跌0.07%,收报3536.79点;深证成指上涨0.12%,收报15011.35点;创业板指上涨0.41%,收报3463.79点。两市成交额回落至一万亿下方,今日成交额为9667亿元。行业板块涨跌互现,酿酒与锂电池板块强势领涨。北向资金今日净买入30.64亿元。
  
观点整理:
股市整体震荡,中证500或有结构性机会。经济大体平稳、流动性中性略松,全球货币略有收紧,在此背景下,整体估值中性的A股难有大幅上行或下行的空间,预计震荡为主。中证500由于估值较低可能有结构性行情。
  
港股
市场走势技术分析
恒指跌0.84%,南向资金当日净流出46.94亿港元。能源、资源板块领跌,中国铝业跌超5%,紫金矿业跌超4%,中石油跌超3%。恒大系个股继续走低,中国恒大收跌超10%,恒大汽车收跌超11%。
  
观点整理:
经济增速放缓和国内流动性宽松将利好中国成长板块。从历次降准的历史经验看,我们注意到在降准后的三个月中新经济板块平均跑赢老经济板块,港股市场也通常有不错表现。风险方面,地方政府融资监管力度加大以及由此对信贷风险的影响也值得密切关注。

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  • Jacobalede

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    The Mountain Fire began early Wednesday and was driven by winds gusting over 60 mph. The flames have seared through more than 20,485 acres of land, according to Cal Fire.

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    At least 132 properties have been destroyed by the fire, while 88 have been left damaged, Ventura County Fire Department officials said Thursday evening. Ten damage inspection teams have been deployed to inspect structures along the path of the blaze.

    Ten people endured non-life-threatening injuries from the Mountain Fire, which are mostly related to smoke inhalation, Ventura County Sheriff Jim Fryhoff said.

    2024年11月13日
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    ‘We barely made it out’: Californians desperately flee their homes amid raging wildfires
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    Terrie Morin, 60, and her husband, Dave, were at the barber shop when they heard about a raging wildfire making headway toward their Camarillo home on Wednesday morning.

    The couple were hosting two guests at the time, but because their guests worked late, Morin suspected they slept through the residence’s fire alarms.

    “I run in the house, and I’m banging on the door, and they did not hear me. They were knocked out,” Morin told CNN. “Get the dog. Get out of here. You don’t have time, just get out!” she recalled telling them.
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    Ten minutes later, Dave noticed sparks in their backyard. The temperature was also picking up.

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    Dozens of homes in California’s Ventura County were set alight in a sweeping wildfire that burned through thousands of acres of land in just a matter of hours midweek –– prompting authorities to send more than 14,000 evacuation notices across the region.

    The Mountain Fire began early Wednesday and was driven by winds gusting over 60 mph. The flames have seared through more than 20,485 acres of land, according to Cal Fire.

    The families who evacuated at a moment’s notice, some who say they have now lost their homes, must deal with other losses that can also be devastating, from daily essentials like medications and shoes to meaningful possessions such as sculptures and artwork, to treasured keepsakes from the birth of a child or the life of a parent.

    At least 132 properties have been destroyed by the fire, while 88 have been left damaged, Ventura County Fire Department officials said Thursday evening. Ten damage inspection teams have been deployed to inspect structures along the path of the blaze.

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    2024年11月13日
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    A massive space rock, estimated to be the size of four Mount Everests, slammed into Earth more than 3 billion years ago — and the impact could have been unexpectedly beneficial for the earliest forms of life on our planet, according to new research.

    Typically, when a large space rock crashes into Earth, the impacts are associated with catastrophic devastation, as in the case of the demise of the dinosaurs 66 million years ago, when a roughly 6.2-mile-wide (10-kilometer) asteroid crashed off the coast of the Yucatan Peninsula in what’s now Mexico.

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    When the S2 meteorite hit, global chaos ensued — but the impact also stirred up ingredients that might have enriched bacterial life, Drabon said. The new findings could change the way scientists understand how Earth and its fledgling life responded to bombardment from space rocks not long after the planet formed.

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    The Italian village offering $1 homes to Americans upset by the US election result was one of our top stories on CNN Travel this week.

    Like many other places in rural Italy (such as Sambuca in Sicily), the Sardinian village of Ollolai has an ongoing campaign to persuade outsiders to move there to revive the town’s fortunes. Focusing on the US election result is its latest strategy.

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    A prime example is the European Space Agency’s wide-angle Euclid telescope that launched in 2023 to investigate the riddles of dark energy and dark matter.

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    2024年11月26日
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    Greetings, earthlings! I’m Jackie Wattles, and I’m thrilled to be a new name bringing awe to your inbox.

    I’ve covered space exploration for nearly a decade at CNN, and there has never been a more exciting time to follow space and science discoveries. As researchers push forward to explore and understand the cosmos, advancements in technology are sparking rapid developments in rocketry, astronomical observatories and a multitude of scientific instruments.

    Look no further than the missions racing to unlock dark matter and the mysterious force known as dark energy, both so named precisely because science has yet to explain these phenomena.
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    Astronomers have never detected dark matter, but they believe it makes up about 85% of the total matter in the universe. Meanwhile, the existence of dark energy helps researchers explain why the universe is expanding — and why that expansion is speeding up.
    Extraordinary new scientific instruments are churning out trailblazing data, ready to reshape how scientists view the cosmos.

    A prime example is the European Space Agency’s wide-angle Euclid telescope that launched in 2023 to investigate the riddles of dark energy and dark matter.

    Euclid this week delivered the first piece of a cosmic map — containing about 100 million stars and galaxies — that will take six years to create.

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    Greetings, earthlings! I’m Jackie Wattles, and I’m thrilled to be a new name bringing awe to your inbox.

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    Look no further than the missions racing to unlock dark matter and the mysterious force known as dark energy, both so named precisely because science has yet to explain these phenomena.
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    Astronomers have never detected dark matter, but they believe it makes up about 85% of the total matter in the universe. Meanwhile, the existence of dark energy helps researchers explain why the universe is expanding — and why that expansion is speeding up.
    Extraordinary new scientific instruments are churning out trailblazing data, ready to reshape how scientists view the cosmos.

    A prime example is the European Space Agency’s wide-angle Euclid telescope that launched in 2023 to investigate the riddles of dark energy and dark matter.

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  • PatrickSmigo

    Trump's call for a protest crackdown has been a boon for Chinese propaganda
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    That was how Chinese state media portrayed anti-government protests in Hong Kong last year, dismissing calls for greater democracy and an investigation into police brutality by focusing on individual acts of violence and property damage.
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    Throughout the protests, the US was consistent in its support of people’s right to take to the streets and have their voice heard. Facing widespread unrest and public anger at home in the wake of the death of George Floyd, the reaction from US President Donald Trump appeared markedly different.
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    The ability of Washington to influence Beijing’s position on Hong Kong – which is in part founded on fear of outside influence in the city – was already severely limited. The Trump administration’s reaction to protests at home may have hurt its position even further.

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    The 2022 World Cup final will go down as one of the most exciting, dramatic and memorable matches in the history of the game.

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    Rewind to the start of the tournament and the talk was all about matters off the field: from workers’ rights to the treatment of the LGBTQ+ community.

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