股市分析|两党基础设施协议的文本敲定 本周有望表决该法案

2021年08月03日 8850点热度 27人点赞 1,845条评论
基本面
  
美股
两党基础设施协议的文本敲定 本周有望表决该法案

据悉,美国参议院敲定了两党基础设施协议的文本。参议院多数党领袖舒默称,该院将做好“在几天内”就这一两党法案进行投票的准备。但美国共和党参议员Graham新冠检测阳性,或影响基建法案投票。
  
美国财政部现金余额降至4590亿美元 
据美国财政部,截至7月30日,现金余额降至4590亿美元。美国财政部估计2021年下半年将借入1.4万亿美元,预计7月-9月期间将净发行债券6730亿美元,比5月份的预估低1480亿美元。
  
A股
7月财新中国制造业PMI降至50.3 为2020年5月以来最低

7月中国制造业继续扩张,但扩张势头进一步放缓。周一公布的2021年7月财新中国制造业PMI(采购经理指数)下降1百分点至50.3,为2020年5月以来最低。
  
技术面
  
美股
市场走势技术分析
股市方面,周一美股三大股指涨跌不一。截至收盘,道指收跌0.28%,报34837.77点;标普500指数收跌0.19%,报4387.10点;纳指收涨0.06%,报14681.1点。
  
观点整理:
新能源汽车股是当天少有的交易亮点。受较好交付数据的提振,中概股的小鹏汽车上涨近7%、蔚来汽车涨幅超过2%,理想汽车上涨约0.9%。投资者也由此看好特斯拉的7月交付数据,特斯拉股价当天上涨3.3%。
  
A股
市场走势技术分析
A股三大指数今日集体小幅收跌,其中沪指下跌0.47%,收报3447.99点;深证成指下跌0.41%,收报14736.92点;创业板指下跌0.46%,收报3477.23点。两市成交额达到1.41万亿元。行业板块涨跌互现,医药板块大涨,有色金属与国产芯片板块重挫。北向资金今日净买入17.99亿元。
  
观点整理:
短期冲击之后,预期引导与市场沟通更显弥足珍贵。中国资本市场对外双向开放的步子越迈越大,在享受共赢成果之余,投资者结构也更加复杂化、市场监管难度也在上升。双向开放的长期趋势不变,如何有效地引导投资者预期、疏通市场沟通的渠道,则显得尤为重要
  
港股
股市分析|两党基础设施协议的文本敲定 本周有望表决该法案
市场走势技术分析
恒生指数探底回升收跌0.16%,恒生科技指数跌1.47%。游戏股大跌,网易跌7.77%,腾讯控股跌6.11%,哔哩哔哩跌3.44%;芯片股跌幅居前,中芯国际跌近6%,华虹半导体跌超5%。CRO概念股、重型机械股涨幅居前。
   
观点整理:
港股市场可以用否极泰来,或者叫黎明前的黑暗来形容,我认为现在是非常好的投资机会,“黄金坑”砸得很深很大,不仅是像一些互联网行业,连恒生科技指数的相关股票也受到影响,包括港股物业、消费、中概股,我认为目前是一个非常难得的投资机会,我们应该在“黄金坑”里寻找更加优质的金子。

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    Сразу после инаугурации президента Владимира Путина нынешний кабинет министров сложит полномочия перед вступившим в должность главой государства.
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    Life is Good — почему произошёл технический СКАМ проекта
    <a href=https://journal.tinkoff.ru/wtf/lifeisgood-vista/>гей порно геей</a>
    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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  • JohnnieLub

    Study shows how the pandemic may have affected teens’ brains
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    The pandemic’s effects on teenagers were profound — numerous studies have documented reports of issues with their mental health, social lives and more.

    Now, a new study suggests those phenomena caused some adolescents’ brains to age much faster than they normally would — 4.2 years faster in girls and 1.4 years faster in boys on average, according to the study published Monday in the journal Proceedings of the National Academy of Sciences.

    By being the first to contribute details on aging differences by sex, the study adds to the existing body of knowledge provided by two previous studies on the Covid-19 pandemic and accelerated brain aging among adolescents.
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    “The findings are an important wake-up call about the fragility of the teenage brain,” said senior study author Dr. Patricia K. Kuhl, the Bezos Family Foundation Endowed Chair in Early Childhood Learning and codirector of the Institute for Learning and Brain Sciences at the University of Washington in Seattle, via email. “Teens need our support now more than ever.”

    Significant socioemotional development occurs during adolescence, along with substantial changes to brain structure and function. The thickness of the cerebral cortex naturally peaks during childhood, steadily decreases throughout adolescence and continues to decrease through one’s lifespan, the authors wrote.

    The researchers originally intended to track ordinary adolescent brain development over time, starting with MRIs the authors conducted on participants’ brains in 2018. They planned to follow up with them for another scan in 2020.

    The pandemic delayed the second MRI by three to four years — when the 130 participants based in Washington state were between ages 12 and 20. The authors excluded adolescents who had been diagnosed with a developmental or psychiatric disorder or who were taking psychotropic medications.

    2024年9月14日
  • Williamsax

    Meet the artist transforming tennis balls into furniture
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    In the last two years, tennis has taken over our closets (court-appropriate garb can be found everywhere from Skims to Miu Miu), our screens (who could forget Zendaya’s turn as the tennis protoge-turned-elite-coach Tashi Duncan in “Challengers”) and now — our living rooms.

    At least that is the hope of Belgian eco-designer Mathilde Wittock, who fashions bespoke furniture from discarded tennis balls. Wittock’s sleek, modernist chaise longues are entirely cushionless — save for the padding of 500 precisely arranged tennis balls. Her one meter-long benches are similarly sparse, with some 270 balls being both stylish and structurally substantial.

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    “It takes around 24 different manufacturing steps to (make) a tennis ball, which is around five days. Then it has such a short lifespan,” Wittock told CNN in a video call from Brussels. “I was looking into tennis balls because I played tennis myself, so I know there is a lot of waste.”
    Around 300 million tennis balls are produced each year — and almost all of them end up in landfills, taking over 400 years to decompose. The US Open, which ended at the weekend, goes through around 70,000 each year, with Wimbledon not far behind at 55,000. Wittock estimates the lifecycle of a ball stands at just nine games, depending on the level of tennis being played. “Even if they are contained in their box, if the box has been opened the gas inside the tennis balls will be released over time,” she said. “(Eventually) they will get flat and you’ll have to throw them away.”

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  • EddieCok

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    Kamala Harris and Donald Trump have had a fiery 90-minute debate in Philadelphia - their first of the 2024 US presidential election
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    After shaking hands - it was the first time they had met - the pair debated policy before moving onto more personal attacks

    Harris said people leave Trump rallies early "out of exhaustion and boredom" - he said people don't go to hers in the first place
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    Trump criticised Harris's record on immigration and the border, and also her shifting policy positions - Harris blamed him for "Trump abortion bans" and for the 6 January attacks on the US Capitol

    Snap polls suggest Harris won the debate, but Trump says afterwards that she "lost very badly"

    With the election taking place on 5 November, Harris is slightly ahead in national opinion polls - but polls are very tight in key battleground states

    Shortly after the debate, Taylor Swift endorsed Harris on Instagram, calling her a ''gifted leader''

    2024年9月15日
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    Kamala Harris and Donald Trump have had a fiery 90-minute debate in Philadelphia - their first of the 2024 US presidential election
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    After shaking hands - it was the first time they had met - the pair debated policy before moving onto more personal attacks

    Harris said people leave Trump rallies early "out of exhaustion and boredom" - he said people don't go to hers in the first place
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    Trump criticised Harris's record on immigration and the border, and also her shifting policy positions - Harris blamed him for "Trump abortion bans" and for the 6 January attacks on the US Capitol

    Snap polls suggest Harris won the debate, but Trump says afterwards that she "lost very badly"

    With the election taking place on 5 November, Harris is slightly ahead in national opinion polls - but polls are very tight in key battleground states

    Shortly after the debate, Taylor Swift endorsed Harris on Instagram, calling her a ''gifted leader''

    2024年9月15日
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    Kamala Harris and Donald Trump have had a fiery 90-minute debate in Philadelphia - their first of the 2024 US presidential election
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    After shaking hands - it was the first time they had met - the pair debated policy before moving onto more personal attacks

    Harris said people leave Trump rallies early "out of exhaustion and boredom" - he said people don't go to hers in the first place
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    Trump criticised Harris's record on immigration and the border, and also her shifting policy positions - Harris blamed him for "Trump abortion bans" and for the 6 January attacks on the US Capitol

    Snap polls suggest Harris won the debate, but Trump says afterwards that she "lost very badly"

    With the election taking place on 5 November, Harris is slightly ahead in national opinion polls - but polls are very tight in key battleground states

    Shortly after the debate, Taylor Swift endorsed Harris on Instagram, calling her a ''gifted leader''

    2024年9月15日
  • DonaldVow

    Summary
    Kamala Harris and Donald Trump have had a fiery 90-minute debate in Philadelphia - their first of the 2024 US presidential election
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    After shaking hands - it was the first time they had met - the pair debated policy before moving onto more personal attacks

    Harris said people leave Trump rallies early "out of exhaustion and boredom" - he said people don't go to hers in the first place
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    Trump criticised Harris's record on immigration and the border, and also her shifting policy positions - Harris blamed him for "Trump abortion bans" and for the 6 January attacks on the US Capitol

    Snap polls suggest Harris won the debate, but Trump says afterwards that she "lost very badly"

    With the election taking place on 5 November, Harris is slightly ahead in national opinion polls - but polls are very tight in key battleground states

    Shortly after the debate, Taylor Swift endorsed Harris on Instagram, calling her a ''gifted leader''

    2024年9月15日
  • BradleyAnces

    National Park calls out ‘world changing’ impact of dropped Cheetos bag
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    Plain water is the only thing visitors are allowed to consume inside the huge cavern at Carlsbad Caverns National Park in New Mexico. Cheetos are a no-go, and the recent park visitor who dropped a bag full of them created a “huge impact” on the cave’s ecosystem, the park said Friday in a Facebook post.

    “At the scale of human perspective, a spilled snack bag may seem trivial, but to the life of the cave it can be world changing,” the park said in its post about the garbage found off-trail in the Big Room.
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    “The processed corn, softened by the humidity of the cave, formed the perfect environment to host microbial life and fungi. Cave crickets, mites, spiders and flies soon organize into a temporary food web, dispersing the nutrients to the surrounding cave and formations. Molds spread higher up the nearby surfaces, fruit, die and stink. And the cycle continues.”

    The park said rangers spent 20 minutes carefully removing molds and foreign debris from surfaces inside the cave, noting that while some members of the ecosystem that rose from the snacks were cave-dwellers “many of the microbial life and molds are not.”
    The post called that particular impact on the cave “completely avoidable,” contrasting it with the hard-to-prevent fine trails of lint left by each visitor.

    “Great or small we all leave an impact wherever we go. Let us all leave the world a better place than we found it,” the post urged park goers.
    The park’s website says that eating and drinking anything other than plain water attracts animals into the cavern.

    Carlsbad Caverns followed up its post about the Cheetos bag with a post about the “leave no trace” principle of disposing of waste properly.

    “Contrary to popular belief, the cave is NOT a big trash can,” the post said, yet rangers pick up waste left behind every day.

    “Sometimes this can be a gum wrapper or a tissue, other times it can unfortunately mean human waste, spit, or chewing tobacco.” Visitors are asked to make sure they don’t leave trash in the cavern and to use designated restrooms.

    2024年9月15日
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  • Rickeycem

    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.
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    2024年9月16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.
    “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16日