On Monday, Eastern Time, the three major indexes of the U.S. stock market were mixed. As of press time, the Dow rose 0.14%, the Nasdaq fell 1.21%, and the S&P 500 fell 0.43%.
The vaccine sector in the U.S. stock market generally fell, BioNTech fell more than 3%,Novavax PharmaceuticalsFalling more than 4%, Moderna fell nearly 6%.
Global macro
Asia-Pacific earthquake! Hong Kong stocks fell across the board. Japanese stocks fell for 6 consecutive days! Is the United States causing trouble again?
On the first overseas trading day after the National Day, the Asia-Pacific stock market fluctuated violently!
On October 4, the Hong Kong market ushered in the first trading day after the National Day. The Hang Seng Index opened lower by 96 points, and then the decline has expanded to 667 points, reaching a half-day low of 23,908 points. In the half-day, it fell 553 points or 2.3% to 24,022 points; the H-Share Index fell 212 points or 2.4% to 8,514 points. In the afternoon, the two major indexes both rebounded slightly, and their decline increased again.
At the same time, the Japanese stock market has also continued to be depressed. The Nikkei Index fell for the sixth day in a row. This morning, it reversed the sharp drop of 2.3% last Friday. It rebounded 275 points to 29046 points, unsustainable, turned around and fell to 28,359 points, and closed down nearly 1%. European stock markets continued their decline after the market opened. The UK FTSE 100 index opened lower by 0.35%, the German DAX index fell 0.69%, and the French CAC40 index fell 0.61%.
Hedge funds bet on the flattening of the U.S. Treasury yield curve as the Fed’s hawks rise
althoughMidlandThe hawkish signals released by the Reserve Bank at the interest rate meeting last month pushed U.S. Treasury yields higher, but they were hedgingfundStill increased the bet that the U.S. Treasury yield curve will flatten.
It is reported that U.S. Treasury traders have been skeptical about betting on the steepening of the yield curve, because the steepening of the yield curve is a sign of the further normalization of the US economy and its financial markets. Although the US economy is recovering from the epidemic, worrying factors including slowing economic growth, rising inflation, supply chain bottlenecks, and the US debt ceiling have continued to increase, making investors more worried.
The latest data from the US Commodity Futures Trading Commission (CFTC) shows that the net short leveraged fund position of 5-year US Treasury futures has increased to the highest level since January. The data covers the week of the September interest rate meeting. At the same time, speculative net long bets on 10-year Treasury bonds have also climbed, indicating that traders are preparing for this part of the yield curve to flatten.
2021 Nobel Prize in Physiology or Medicine Announced Two Scientists Awarded
On October 4, Beijing time, the Caroline School of Medicine in Sweden announced that the 2021 Nobel Prize in Physiology or Medicine will be awarded to David Julius and Ardem Patapoutian for their contributions to the “discovery of temperature and tactile receptors.”
A serious oil spill on the southern coast of California
A serious crude oil spill occurred on the coast of Orange County in southern California. As of noon on the 3rd, a pollution zone of nearly 35 square kilometers has been formed on the sea surface. The crude oil spilled 126,000 gallons (approximately 477,000 liters), giving the local ecology The environment poses a serious threat.
According to the Orange County Government, the source of the leak was a crude oil transportation facility in waters under the jurisdiction of the US federal government, about 5 kilometers from the coast. The local government department received a report of a crude oil spill for the first time on the 2nd. As of noon on the 3rd, the problem has not been resolved. A pollution zone of nearly 35 square kilometers has been formed on the sea, and the amount of crude oil leakage has reached 126,000 gallons.
The semiconductor industry chain continues to increase prices in the fourth quarter, TSMC and UMC rise by 10%
The semiconductor industry chain continues to increase prices in the fourth quarter, wafer duoTSMC, UMC’s growth rate starts at 10%, up to 20%; in terms of chips, the demand for power management ICs and driver ICs are still high-end, and some items are also being negotiated with customers to raise prices. Power management ICs may be out of stock until next year. In the second half of the year, players such as the king of Silicon Power-KY and the second brother of local IC design, Novatek, continue to look good in the market outlook.
U.S. stocks in focus
US stocks closed in September: the three major indexes all closed down each month, the Dow hit the worst monthly performance this year
In September, the S&P fell 4.76% and the Nasdaq fell 5.31%. Both set their worst monthly performance since March 2020. The Dow fell 4.29% in September, the worst monthly performance this year. In terms of news,MidlandPresident Powell said that the currentQualcommThe swelling may be relieved in the next year and will not hinderMidlandThe Chu is moving towards the goal of full employment.Charles SchwabLiz Ann Sonders, a strategist, believes that although everyone believes that the market is resilient, the volatility below the surface shows more weakness. He attributed the volatility of the market to a series of investor concerns.
U.S. stocks in the first three quarters: the three major stock indexes all rose more than 10%, the market value of the top ten companies exceeded 11 trillion
According to statistics, the biggest drop in Chinese concept stocks isGaotu.As of the end of the third quarter, the top ten US stocks by market capitalization wereApple、Microsoft,Google,Amazon,Facebook,Tesla、Nvidia、JPMorgan, VISAT, andJohnson. The total market value of these ten companies exceeds $11 trillion.
U.S. stock company
Tesla rose nearly 3% before the market, delivered 241,300 vehicles in the third quarter, exceeding expectations
TeslaPre-market gains in US stocks expanded to nearly 3% to $797. October 2TeslaAnnounced that the global car delivery in the third quarter of this year reached 241,300 vehicles. This figure once again broke the historical record of 201250 vehicles set in the second quarter, and exceeded the market estimate of 223,700 vehicles, as well as Tesla’s announcement to investors The average expectation of 221,952 vehicles is 139593 vehicles in the same period last year.AnalystIt is estimated that Tesla’s revenue in the third quarter will exceed 13 billion U.S. dollars and profit will be approximately 1.1 billion U.S. dollars. Its revenue in the same period last year was 8.8 billion U.S. dollars and its profit was 331 million U.S. dollars.
The whistleblower sued Facebook in real name: exchange hatred for traffic for profit regardless of user safety
News on October 4, Beijing time, on Sunday, local time in the United States, the “whistleblower” who leaked a large number of internal documents to expose the Facebook scandal announced his identity. Her name is Frances Haugen, and she used to be a Facebook product manager. She left in May of this year after working at Facebook for nearly two years.
WeChat Pay and Alipay have successively released major adjustments to the Internet giant’s “removal of the wall”
Also users have the right to make their own choices, and the Internet giant’s “removal of the wall” operation is underway.
Following the announcement of WeChat Pay on September 30 to achieve interconnection with UnionPay Cloud QuickPass, on October 2, Alipay also announced the progress of interconnection with UnionPay Cloud QuickPass, saying that it has opened online scenes to Cloud QuickPass, and Cloud QuickPass realizes mutual recognition of payment code scanning in multiple cities.
A strong competitor for Tesla? ! This company has submitted IPO documents!Amazon and Ford are shareholders
According to the US “Forbes” website, American electric vehicle startup Rivian recently submitted IPO documents to the US Securities and Exchange Commission and plans to log inNasdaq. The data provided by the company shows that the existing pre-orders have been close to 150,000, including pickup trucks, SUVs, and trucks and other electric vehicles. Some models require customers to pay a deposit of USD 1,000, which is approximately RMB 6,400.
Iyoteng cancels all advanced on-demand functions
4th,IQIYI, Tencent, Youku successivelyWeiboAnnounced on the cancellation of the advanced on-demand function. The advanced on-demand mode is a value-added service launched by video websites. You can pay on the basis of membership to unlock the content of the episodes in advance.
Judging from the historical development of advanced on-demand broadcasting, “Chen Qing Ling” started in 2019, but it was really criticized from watching 6 episodes of the same 2019 hit “Qing Yu Nian” at 50 yuan. Since then, the advanced on-demand mode has also been widely used in many popular dramas.
Lack of core! Tesla can’t handle the 400 yuan price increase of the mobile charging connector!Many car companies are also affected
There is a shortage of chips, and Terras can’t handle it! In the afternoon of October 3, Tesla customer supportWeiboAccording to the announcement, due to the shortage of chips and cost fluctuations, the price of Tesla’s mobile charging connector (national standard) will be increased by 400 yuan from today, and the adjusted price will be 2,950 yuan.
(Article Source:Oriental wealthResearch center)
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