The three major indexes of the U.S. stock market fluctuated and consolidated. As of press time, the Dow Jones Index fell 0.78%.NasdaqThe index rose 0.02%, the S&P 500 index fell 0.37%, and the US stock broker Robinhood rose 32.28%.
Global macro
Niu Wenxin: Will the Fed not care about inflation? There is a bigger “blind spot” in the U.S. economy
MidlandThe reserve is not that it does not pay attention to inflation, but that it has more indicators to pay attention to, and there is no condition to focus its attention on inflation. What is the indicator that needs more attention? Economic vitality.
There is no doubt that if the epidemic continues for another six months, it may bring serious consequences to the US economy that are difficult to repair: the collapse of the middle class, the economic tear, and the polarization. On the one hand, the health of large companies and capitals in the United States will not be severely impacted by the epidemic, and will soon return to normal after the epidemic. On the other hand, it is difficult for small businesses and small capitals to get up again. The class is reduced to the bottom of society, and consumption growth may be difficult. Will the U.S. economy shift from being driven by consumption to being driven by investment? It is possible, but the conversion process is by no means an easy process. The biggest risk is: not picking up the green and yellow.
The US M&A transaction market is too hot, FTC warns: it’s too late to review
This year, a new roundM&AA wave of transactions is unfolding in the United States. The US Federal Trade Commission (FTC) warned on Tuesday (August 3) that due to the substantial increase in the number of applications for mergers and acquisitions, the agency has been unable to review the transactions in a timely manner. In the United States, there are two main agencies responsible for the implementation of antitrust laws, namely the Department of Justice and the FTC. In July alone, the FTC received 343 transaction applications, much higher than the 112 transactions in July last year. The agency said in a statement that the influx of applications has made it “unable to conduct a rigorous investigation of the transaction before the legal deadline.”
U.S. stocks in focus
so crazy! More than 10 billion funds are aggressively “buying the bottom” and urgent purchase restrictions are here!
Although the Chinese concept stocks and Hong Kong stocks Internet technology stocks have been declining after the Spring Festival this year,ETFIt has also suffered heavy losses. The year-to-date decline has exceeded 20%, but it cannot stop the enthusiasm of “Gaibang” investors for bargaining. Over 10 billion funds have entered the market.fund. This is not,announcementHere comes, due to foreign exchange quota restrictions, the over-the-counter feeder fund of China Approximate Internet ETF has been sold with a limit of 500 yuan.
About 10 billion yuan!Hedge funds burst into huge losses again
In March of this year, a hedge fund’s high-leverage bet on China’s concept stocks burst into a loss of US$20 billion, setting an all-time hedge fund loss record; this time, the macro hedge fund’s loss hit a new high, and the cumulative loss may reach US$1.5 billion (approximately approximately). RMB 10 billion).At the same time, from the perspective of the degree of funding sought after by hedge funds, the best performance is still the macro strategy: According to HFR data, among the four hedge fund categories, there are three types of funds in the first half of the year.Net inflowIs a positive number, among which the macro strategy is leading, and the second quarter’sCash flowIncome was 8.3 billion U.S. dollars, and the scale of macro-strategic assets increased by 25.5 billion U.S. dollars to 643.8 billion U.S. dollars.
The Alternative Investment Funds Association predicts that in the second half of this year, global macro funds are the most likely to see capital inflows, followed by long/shortStock fundAnd multi-strategy funds. The association pointed out that macro strategy funds are the best hedge against rising inflation.
U.S. stock company
Alibaba’s financial report first disclosed community e-commerce data: GMV increased by 200% quarter-on-quarter
In the evening of August 3,AlibabaThe group announced its first quarter financial report for the 2022 fiscal year. The data shows that from April to June this year, the GMV of Ali’s community e-commerce increased by about 200% month-on-month, and the area of the regional distribution center (RDC) increased by 260% month-on-month. The financial report believes that this means that the logistics and performance infrastructure of the business is steadily expanding, reflecting that the business still has great growth potential in the future.
Sony’s first-quarter net profit of 211.8 billion yen
SonyThe company today released its financial report for the first quarter of fiscal year 2021 ending June 30. The financial report shows thatSonyRevenue in the first fiscal quarter was 2.2568 trillion yen (approximately 133.603 billion yuan), an increase of 15% from 1.9629 trillion yen in the same period last year; attributable toSonyshareholderofNet profitIt was 211.8 billion yen (approximately 12.539 billion yuan), an increase of 9% from 193.6 billion yen in the same period last year. Sony said it sold 2.3 million PS5s and 500,000 PS4s in the first quarter.
Low profit margins in the juice business Pepsi intends to sell juice brands such as Tropicana for $3.3 billion
PepsiAnnounced that the company and French private equity investment company PAI Partners (referred to as PAI) have reached an agreement to sell Tropicana, Naked and other juice brands to PAI for approximately $3.3 billion.
After the sale,PepsiIt will retain 39% of the non-controlling interests in the new holding company of the aforementioned brands, and grant PAI the irrevocable option to allow it to purchase certain juice businesses in Europe.PepsiSaid that it plans to use the funds from this transaction to strengthen its balance sheet and invest in a wider range of businesses. The transaction is expected to be completed at the end of 2021 or early 2022.
After ten years!Google officially abandoned Android 2.3.7: account will not be able to log in
In December 2010, Google released the smartphone operating system Android 2.3. In February 2017, the new version 10.2 of the Android payment service Google Pay cancelled support for Android 2.3. Now, Google will officially abandon the system.
According to reports, Google recently issued a statement stating that Google accounts will not be allowed to log in on Android devices running Android 2.3.7 or lower. According to Google, from September 27, 2021, Google will no longer allow login on Android devices running Android 2.3.7 or lower, and can only log in on Android version 3.0 or higher.
(Article Source:Oriental wealthResearch center)
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