US stock market:On Friday, Eastern Time, the three major US stock indexes fell collectively, with the Nasdaq and S&P 500 both falling for four consecutive days. As of the close, the Dow fell 4.81 points to 36,231.66 points, a decrease of 0.01%; the Nasdaq fell 144.96 points to 14,935.90 points, a decrease of 0.96%; the S&P 500 index fell 19.02 points to 4677.03 points, a decrease of 0.41%.
On the disk, new energy auto stocks were mixed.TeslaFell 3.54%,Xiaopeng MotorsFell 3.45%, LUCID GROUP soared 9.84%,Ideal carRose 2.82%. Most popular Chinese concept stocks closed higher.PinduoduoThe performance rose by more than 7%,Alibaba、NetEase、Tencent Music、JingdongBoth rose more than 2%.semiconductorThe sector fell collectively,XilinxIt fell more than 5% and fell among the top,TSMCFell 3.87%,NvidiaFell 3.30%. Financial stocks are strengthening,American International Group、Bank of America、FuGuo bankBoth rose more than 2%.
European stock market:On Friday, European time, the main indexes of European stocks were mixed. As of the close of trading, the average price index of 100 stocks of the London Stock Market “Financial Times” closed at 7485.28 points, an increase of 34.91 points or 0.47% from the previous trading day; The CAC40 index of the Paris stock market in France closed at 7219.48 points, down 30.18 points or 0.42% from the previous trading day; the DAX index in Frankfurt, Germany closed at 15947.74 points, down 104.29 points or 0.65% from the previous trading day.
Commodity market:Friday, Eastern Time, InternationalOil priceClosed slightly, as of the close, New York February crude oil futures closed down 0.56 US dollars, or 0.70%, to 78.90 US dollars per barrel, a cumulative increase of 4.90% this week. Brent March crude oil futures closed down 0.24 US dollars, or 0.29%, to 81.75 US dollars per barrel, a cumulative increase of more than 5.10% this week. International gold prices rose. As of the close, the most active February gold futures price on the New York Mercantile Exchange gold futures market rose 8.2 US dollars over the previous trading day on the 7th, closing at 1797.4 US dollars per ounce, an increase of 0.46%.
The following is a summary of important information in the global market:
Overnight news
The number of new non-agricultural jobs in the United States in December last year was less than expected
According to data released by the US Department of Labor on the 7th, the US unemployment rate in December 2021 fell by 0.3 percentage points from the previous month to 3.9%, but the number of new jobs in the non-agricultural sector was only 199,000, which was far below market consensus.The market generally expects that the continued decline in the unemployment rate will eliminate someMidlandThe doubts of the Chu officials pushedMidlandThe Chu raised the federal government as early as March this yearfundinterest rate。
The U.S. Food and Drug Administration shortens the interval between booster shots of Modena vaccine to 5 months
The U.S. Food and Drug Administration (FDA) revised the emergency use authorization recommendations for Modena’s new coronary pneumonia vaccine on January 7, local time, shortening the interval between the injection time of the booster injection and the complete vaccination to 5 months. It is recommended to target the departmentPfizerThe recommended interval for the booster vaccination of the new crown pneumonia vaccine is consistent.
The first major Wall Street bank to launch the “vaccine or lose job” guidelines will be implemented on January 14
According to reports,CitigroupThe office staff has been notified that the mandatory vaccine guidelines will be implemented, which is also the first of the six major Wall Street firms to take actionBank.It is reported that the bank has notified employees that if they fail to meet the vaccine guidelines (and are not exempted) on January 14, they will enter the state of unpaid leave and hirecontractIt will be lifted at the end of January.
The factor that allowed all sectors of U.S. stocks to rise together is dissipating: the real interest rate of U.S. bonds has changed
The focus of Wall Street’s attention has been the 10-year U.S. Treasury bond yield, which broke the 2021 high in the first week of trading this year.Deutsche BankGlobal basisCreditDirector of Strategy George Saravelos wrote: “We argued last year that one of the most important issues facing the market in 2022 is the prospect of real yields. Low realinterest rateIt has always been the’glue’ that keeps the major sectors going higher. “But with the rise in real interest rates, the U.S. stock market is diverging.
Minutes of discussing interest rates to “release eagles” to scare the market?Investors still believe that the Fed will get the bottom line
It is reported that,MidlandThe minutes of the December meeting of the Reserve Bank showed that Fed officials have begun detailed discussions about shrinking the balance sheet and are expected to implement it soon. But under the support of “Fed put” (Fed put), investors and traders are used to buying on dips. Because they believe that once the U.S. stock market drops sharply, the Fed will step in. For U.S. stocks longs, the Fed’s bottoming is equivalent to holding a put option.
Germany’s merchandise imports and exports in November last year increased for the second consecutive month
According to data released by the German Federal Statistics Office on the 7th, after working days and seasonal adjustments, German merchandise exports and imports rose for the second consecutive month in November 2021, by 1.7% and 3.3% respectively. The data also showed that China was Germany’s largest source of imports that month. Germany’s imports from China were 14.1 billion euros, a year-on-year increase of 29.8%; Germany’s exports to China were 8.9 billion euros.
Overview of the outer disk
U.S. stocks fell collectively, the Nasdaq fell nearly 1%!Financial stocks bucked the market and strengthened
On Friday, Eastern Time, the three major U.S. stock indexes closed lower across the board. The Nasdaq and S&P 500 both fell for four consecutive days. As of the close, the Dow fell 4.81 points to 36,231.66 points, a decrease of 0.01%; the Nasdaq fell 144.96 points to 14,935.90 points, a decrease of 0.96%; the S&P 500 index fell 19.02 points to 4677.03 points, a decrease of 0.41%. On the disk, new energy auto stocks were mixed.TeslaFell 3.54%,Xiaopeng MotorsFell 3.45%, LUCID GROUP soared 9.84%,Ideal carRose 2.82%. Most popular Chinese concept stocks closed higher.PinduoduoThe performance rose by more than 7%,Alibaba、NetEase、Tencent Music、JingdongBoth rose more than 2%.semiconductorThe sector fell collectively,XilinxIt fell more than 5% and fell among the top,TSMCFell 3.87%,NvidiaFell 3.30%. Financial stocks are strengthening,American International Group、Bank of America、FuGuo bankBoth rose more than 2%.
Major European stock indexes mixed up and down, Britain’s FTSE 100 index closed up 0.47%
On Friday, European time, the main indexes of European stocks were mixed. As of the close of trading, the average price index of 100 stocks of the London Stock Market “Financial Times” closed at 7485.28 points, an increase of 34.91 points or 0.47% from the previous trading day; The CAC40 index of the Paris stock market in France closed at 7219.48 points, down 30.18 points or 0.42% from the previous trading day; the DAX index in Frankfurt, Germany closed at 15947.74 points, down 104.29 points or 0.65% from the previous trading day.
Most popular Chinese concept stocks rose, Alibaba rose more than 9% this week
Most popular Chinese concept stocks rose on Friday, Eastern Time.AlibabaIt has risen by more than 2%, and it has risen by more than 9% this week. Local time on January 4, according to Buffett’s “golden partner” and Berkshire Hathaway’s Vice Chairman Charlie Munger’s company’s Daily Journal Corporation’s fourth-quarter 13-F document, according to the 13-F document by the end of 2021, the The company holds 602,060 ADRs of Alibaba, almost double the 302,060 holdings of Alibaba at the end of September.shell、Tuya SmartBy more than 10%,Pinduoduo、VipshopRose more than 7%,NetEase Youdao、Jinshan CloudRose more than 6%.
Majority of U.S. stocks’ large technology stocks fell, chip stocks generally fell
On Friday, Eastern time, most of the major technology stocks in the U.S. stock market fell.NetflixFell more than 2%, Google,Amazon, IBM, Meta followed the decline;Apple、MicrosoftRise slightly. Chip stocks generally fell,XilinxFell more than 5%,Sun Moonlight、United MicroelectronicsFell more than 4%,ON SemiconductorDown 4%,Texas Instruments、Applied Materials、TSMC、NvidiaFell more than 3%,Qualcomm、Broadcom、Skylink、NXP Semiconductors, GF fell by more than 2%.
(Article Source:Oriental wealthResearch center)
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