The positive news of the new vaccine on Monday once again boosted investor confidence. The S&P 500 index closed up 20.10 points, or 0.56%, to 3,577.60 points; the Nasdaq index closed up 25.70 points, or 0.22%, to 11880.63 points; the Dow Jones index closed up 327.80 points, or 1.12%, to 29591.27 points.
New energy automobile stocks rose sharply, Tesla rose 6.5%, Xiaopeng Motors rose nearly 34% to 72.17 US dollars, the total market value exceeded 50 billion US dollars. Ideal cars rose by more than 14%, and Weilai rose by more than 13%, reaching new highs.
The fifth “1+6” round table dialogue
15:00 Germany’s final quarterly adjusted GDP quarterly rate in the third quarter (%)
17:00 Germany November IFO Business Climate Index
19:00 UK November CBI retail sales difference
22:00 US September FHFA house price index monthly rate (%)
23:00 Consumer Confidence Index of the US November Consultative Chamber
►►On November 23, Foreign Ministry Spokesperson Zhao Lijian presided over a regular press conference. A reporter asked a question. According to a draft US list disclosed by the media, the Trump administration is about to announce that 89 Chinese companies are “related to the military” and will restrict them from purchasing a series of US products and technologies. What is China’s comment? Zhao Lijian said that China firmly opposes the unprovoked suppression of Chinese companies by the US and has stated its solemn position on this many times. What the U.S. has done seriously violates the market competition principles and international economic and trade rules that the U.S. has always advertised, and will inevitably harm America’s national interests and its own image. Chinese companies have always adhered to operating in compliance with laws and regulations, and strictly abide by the laws and regulations of various countries, including US laws, in their international operations. The United States should stop generalizing the concept of national security and suppress the wrongdoings of foreign companies.
►►The China Banking and Insurance Regulatory Commission has recently approved in principle Baoshang Bank to enter bankruptcy proceedings. The China Banking and Insurance Regulatory Commission’s Reply on the Bankruptcy of Baoshang Bank Co., Ltd. stated that Baoshang Bank should carry out follow-up work in strict accordance with the requirements of relevant laws and regulations, and promptly report to the China Banking and Insurance Regulatory Commission in case of major situations.
►►Notice of the State Administration of Radio and Television on strengthening the management of online show live broadcasts and e-commerce live broadcasts. The online show live broadcast platform shall implement real-name management for network anchors and “rewarding” users. Users who have not registered with the real-name system cannot give rewards, and minor users cannot give rewards. Measures such as real-name verification, face recognition, and manual review shall be adopted to ensure that the real-name system requirements are implemented and the reward function of underage users is blocked.
►►At around 18:30 on November 23, 2020, the Long March 5 Yaowu carrier rocket began to fill with liquid oxygen and liquid hydrogen cryogenic propellant. It is planned to launch the launch mission from 4 am to 5 am on the 24th. This is the second applied launch of the Long March 5 series of carrier rockets. It will transport the lunar exploration project Chang’e 5 probe to the Earth-Moon transfer orbit, and implement my country’s first extraterrestrial celestial body sampling and return mission. The launch window time of the Long March 5 Yaowu rocket is based on comprehensive consideration of the earth-moon position relationship and other factors, and the best launch time is selected after orbital design.
►► Qinghai Barley Wine responded to the Shenzhen Stock Exchange’s concern letter, stating that the company, controlling shareholders and actual controllers do not have major matters that should be disclosed but not disclosed about the company, or major matters that are in the planning stage. The company’s controlling shareholder, Huashi Investment, reduced its holdings of 720,000 shares during the stock transaction period, accounting for 0.16% of the company’s total share capital. On July 30, it disclosed the “Announcement on Pre-Disclosure of Controlling Shareholders’ Share Reduction.” Highland barley wine has six daily limit in the past nine trading days.
►►Hangzhou Hi-tech announced at night that the company could not get in touch with the company’s actual controller, Lu Junkun, and he was in a state of disconnection. Up to now, the company has not been able to understand the specific reason why Lu Junkun lost contact. Lu Junkun has resigned from the company’s chairman, director, and strategic committee member on September 11, and no longer holds any position in the company. At present, the loss of contact has not affected the company’s production, operation and management stability.
►►According to the Shanghai Clearing Exchange’s announcement, Yongcheng Coal and Electricity Holding Group Co., Ltd.’s seventh phase of ultra-short-term financing bonds (20 Yongmei SCP007) and the fourth phase of ultra-short-term financing bonds (20 Yongmei SCP004) in 2020 should Cashed on November 23. As of the end of the payment due date, Yongcheng Coal and Electricity Holding Group Co., Ltd. failed to raise full payment funds as agreed, and failed to transfer the payment funds to the custodian institution on time and in full.
Haitong Securities: During the bull market, funds alternate between the main road and the auxiliary road due to the gradual change in fundamentals. In the first half of this year, technology and consumption led the rise, the early cycle of the third quarter rose, and the cycle after the fourth quarter is beginning to exert force. The pattern of the bull market has not changed. In the short and medium term, post-cyclical finance is better, and the main line of the medium and long term is still technology and domestic demand that represent transformation and upgrading.
Galaxy Securities: Looking ahead to A-shares, the current market’s upward momentum has shifted from liquidity-driven to fundamental-driven. The game of stock funds has caused hot spots to rotate rapidly, and the price-performance ratio of buying is particularly important. It is expected that short-term fluctuations will continue within a narrow range to accumulate momentum. , The long-term upward direction has not changed. The end of the year and the beginning of the year are a good time for the layout of high-quality white horse stocks to be adjusted in depth. In the context of economic recovery, performance is still an important support for the future long-term layout.
Kaiyuan Securities: The market continues to fully interpret the cyclical market, the pro-cyclical low-valuation sector has become the main force, and the changes in the macro economy have begun to enter the cognitive vision of more and more investors. The global economy is entering a post-epidemic recovery. The real estate recovery in the United States, the implementation of stimulus bills, and corporate inventory replenishment are on track; supply recovery is often slower than demand during economic recovery, and global re-inflation transactions are emerging; supply and demand patterns are reshaping after the epidemic , China’s manufacturing industry is showing resilience and expansion capabilities in the global industrial chain turmoil.
This content is for reference only and not as a basis for your transaction. If you operate accordingly, you are at your own risk.