It takes five minutes for the morning bus to understand the global market. It takes five minutes for the morning bus to understand the global market. It takes five minutes for the morning bus to understand the global market. It takes five minutes for the morning bus to
May 6, 2019
it is important to hear that the global market opened dark this week. In the morning trading of the Asian market, U.S. stock futures and oil prices fell sharply, and spot gold, yen and other risk averse assets jumped
Berkshire's first quarter earnings far exceeded expectations, and Buffett said that auditors had disputes over kafheinz's annual report
Buffett shareholders' meeting: buy Amazon without deviating from value investment; Do not think that western oil is the last financial transaction of its kind; Avoid the problem of successors again; It is very important for China and the United States to get along well, and we will consider increasing investment in coatings in China
it will double in five years, and the European Union plans to significantly increase the import of natural gas from the United States
the CPC Central Committee and the State Council issued opinions on establishing and improving the institutional mechanism and policy system of urban-rural integrated development
the State Council issued the regulations on government investment, which will come into force on July 1
the land market is now "little spring": in April, real estate enterprises rushed to grab land, 18 companies took more than 5billion land, and rongchuang monopolized 28.5 billion; The turnover of new houses in Shenzhen increased by 40% in April, and second-hand houses hit a 16 month high
the Shanghai Stock Exchange inquired about Kangmei pharmaceutical: why 30 billion yuan disappeared and whether the management was fraudulent; The state-run media claimed that don't make fun of Xinpi
the box office of China's "May 1st" is close to 1.511 billion, and "Fu Lian 4" accounts for more than 80%, and domestic films are comprehensively "lost"
highlights during May Day:
the Federal Reserve will not raise interest rates for the time being, and the reduction of the interest rate on excess reserves is in line with expectations. It will raise the description of economic activities and lower the judgment on the current situation of inflation. Chairman Powell said that there is no great possibility of raising or reducing interest rates, and low inflation is temporary
the US nonfarm payrolls increased by 263000 in April, significantly higher than expected, and the unemployment rate fell to 3.6%, the lowest since 1969
Trump: restarting QE is not enough. The Federal Reserve should cut interest rates by 100 basis points
Apple's earnings, revenue and guidance were better than expected, and its service revenue reached a new high. Despite the decline in quarterly sales and sales in Greater China, it is optimistic that the price reduction will help sales in the Chinese market. It announced a new stock repurchase plan of US $75billion, up 6% after hours, and its market value once exceeded US $trillion
the Bank of England stood still, raised its GDP forecast for the next three years and lowered its inflation forecast for this year and next. Governor Carney said that if the forecast was correct, the number of interest rate hikes would be more than the market expected
Market Overview impacted by the news, spot gold rose about $5 to $1284.78/ounce in early Asian trading on Monday; Dow futures fell nearly 500 points, and the S & P 500 futures fell nearly 1.7%; WTI crude oil once fell by more than 2%; The offshore RMB rose slightly to 6.7882; The dollar/yen fell about 50 points at the beginning of the session
on Friday, US non farm data boosted US stocks, with the NASDAQ up 1.58%, the S & P up 0.96% and the Dow up 0.75%. Buffett said Berkshire bought Amazon shares, which rose 3.3%. Tesla rose 4.4%, musk increased its holdings by $25million, and the financing scale increased from $2.3 billion to $2.7 billion. US oil rose while the US dollar fell
the market closed on US stocks: the S & P 500 rose 0.96%. The Dow Jones rose 0.75%. NASDAQ rose 1.58%
European stocks: FTSE Pan European performance 300 index closed up 0.45%. Germany's DAX 30 index closed up 0.55%. The French CAC 40 index closed up 0.18%. The FTSE 100 index closed up 0.40%
a shares: Labor Day, the Chinese market is closed
Gold: Comex June gold futures closed up 0.7% to $1281.30/ounce
crude oil: WTI June crude oil futures closed up 0.21% to $61.94/barrel. Brent crude oil futures in July closed up 0.14% to $70.85/barrel
bitcoin: the CME bitcoin futures BTC contract in June closed up $280, or 5.19%, to $5670, up 11.61% this week; CME bitcoin futures BTC contract closed up to $5675 in July. CBOE bitcoin futures XBT June contract rose 5.60% to $5690, up 11.13% this week
details of important news 11 key points: understand the six hour Buffett shareholders' meeting
it's stupid not to invest in Google, and it's a value investment turn to invest in Amazon? Do you want to increase your holdings of apple? How to cast 5g? Will you invest in Tencent Alibaba? May invest heavily in China? What routine does bitcoin play? How do children understand human nature? The main points of nearly 50 questions are here
Berkshire's first quarter profit far exceeded expectations Buffett: auditors disputed kafheinz's annual report
as the return on equity investment was significantly better than expected, Berkshire's total profit in the first quarter was $21.66 billion, far higher than the net loss of $1.14 billion in the same period last year; Buffett valued the operating profit of $5.56 billion, an increase of 5% year-on-year. Buffett admitted that the auditor had not signed kafheinz's 2018 annual report
the EU plans to significantly increase the import of natural gas from the United States within five years.
while reducing its dependence on Russian natural gas, this will also ease the trade relationship between the EU and the United States
the CPC Central Committee and the State Council issued the opinions on establishing and improving the institutional mechanism and policy system of urban-rural integrated development
the problems such as the unsmooth flow of urban-rural factors, the unreasonable allocation of public funds to avoid rust sources and so on are still prominent, and the institutional and institutional obstacles affecting urban-rural integrated development have not been fundamentally eliminated
effective from July 1! The State Council issued the regulations on government investment
the regulations clearly define the scope of government investment, strengthen budgetary constraints on government investment funds, and require the government and its relevant departments not to raise government investment funds by borrowing debts in violation of laws and regulations. The surplus financial funds of government investment projects shall be returned to the state treasury in accordance with the relevant provisions of the state
the Shanghai Stock Exchange inquired about Kangmei pharmaceutical: why 30 billion yuan disappeared and whether the management was fraudulent
Xinhua commentary: don't take "Xinpi" as a joke
the authenticity, accuracy and integrity of Xinpi is one of the bottom lines of the capital market. This not only requires listed companies to respect investors and intermediaries to be diligent and responsible, but also requires regulators to earnestly perform their duties
is the land market "little spring"? In April, real estate enterprises swarmed for land, with 18 companies taking more than 5billion land and rongchuang monopolizing 28.5 billion
the financing difficulty of real estate enterprises was greatly reduced, and the phenomenon of land grabbing reappeared
the turnover of new houses in Shenzhen increased by 40% in April, and the second-hand houses hit a 16 month high! It is Shenzhen people who come, adding fuel to the fire in the planning of Guangdong, Hong Kong and Macao
the reduction of housing loan interest rates, coupled with the low threshold for entry, the Shenzhen property market continues to be hot
"May 1st" box office is close to 1.511 billion: more than 80% of domestic films are "lost"
"May 1st" finally becomes "Marvel"
bottom step pharmaceutical "financial empire": gross profit margin maintained for many years "80% +, the sales cost investment is amazing
the exposure of the largest university enrollment fraud scandal on the other side of the Pacific makes the A-share listed company step pharmaceutical instantly focus on the world's attention.
Tencent has updated its vision and mission
now Tencent has unified the company's mission and vision into one word: Science and technology is good.
highlights during the May Day period
weak inflation makes the Federal Reserve temporarily not raise interest rates and reduce the excess reserve interest rate in line with expectations
In April, the Federal Reserve FOMC kept the federal funds rate unchanged at 2.25% - 2.50%, and cut the interest rate of excess deposit reserve by 5 basis points to 2.35%, basically in line with market expectations. The statement raised the description of economic activities and lowered the judgment on the current situation of inflation. Powell, chairman of the Federal Reserve, said that there was no great possibility of raising or reducing interest rates, and low inflation was temporary. According to the commentary, in addition to excluding an interest rate cut that the market had expected, Powell also mentioned a keyword at the press conference that low inflation was due to "temporary" factors. This is not enough for doves
significantly higher than expected! In April, the non farm employment in the United States increased by 263000, and the unemployment rate fell to the lowest level since 1969
263000! The number of new non farm payrolls in the United States in April was higher than expected. The unemployment rate fell to 3.6%
Trump: restarting QE is not enough. The Federal Reserve should cut interest rates by 100 basis points
during the FOMC meeting of the Federal Reserve on Tuesday, US President trump continued to attack the interest rate policy of the Federal Reserve. He not only called for the resumption of wide-ranging bond buying, but also called for the Federal Reserve to cut interest rates by 100 basis points, and 50 basis points three weeks ago. He hoped that through the combination of qe+ interest rate cut, the US economy would take off like a rocket and reduce the scale of debt
Apple's profit and revenue in the second fiscal quarter were good, rising 6% after hours, and its market value once broke trillion
Apple's profit, revenue and guidance for the next fiscal quarter in fiscal 2019 were better than expected, and its service revenue reached a new high. Although quarterly sales and sales in greater China fell, it was optimistic that the price reduction would help sales in the Chinese market, and announced a $75billion new stock repurchase plan, which rose more than 5% after hours, standing at $211
the Bank of England did not hesitate to raise its GDP forecast for the next three years and lowered its inflation forecast for this year and next year.
the Bank of England slightly hawkish hinted that more than one interest rate increase was needed to maintain inflation at the target level. However, we still believe that interest rates need to be raised gradually and cautiously. Bank of England Governor Carney said that if the expectations were correct, the number of interest rate hikes would be more than the market expected
China - regions and industries 1. Education | Premier Li Keqiang presided over the executive meeting of the State Council on April 30, and determined to use the balance of the unemployment insurance fund of 100 billion yuan to implement measures to improve vocational skills, so as to improve the quality of workers and their employment and Entrepreneurship ability; Discuss the implementation plan of expanding the enrollment of 1million people in higher vocational colleges, speed up the training of talents with various technical skills, and promote the expansion of employment
comments: the industry said that the vocational education policy is constantly positive, and the industry has ushered in major opportunities. Recently, a series of policies, including the "national vocational education reform implementation plan", "education modernization 2035", "government work report", have clearly supported enterprises and social forces to set up vocational education for many times; At the same time, the government work report mentioned that higher vocational education will expand the enrollment of 1million people in 2019. According to the agency, The Ministry "Improve the customer experience. The enrollment of vocational schools in all provinces has been significantly increased. Policies promote the accelerated development of the industry, and relevant companies are expected to benefit. Baiyang Co., Ltd. cooperates with vocational colleges to build a digital art college and cut into the field of academic education. Onlys education is mainly engaged in education and training, mainly involving k12 education, vocational education, international education and other business areas.
2, ultra high definition video | Chongqing recently introduced The action plan for the development of Chongqing UHD video industry (2019-2022) proposes to vigorously promote the transformation and upgrading of UHD panel industry according to the overall technical route of "4K first, giving consideration to 8K", and accelerate the application of UHD video industry in digital medical treatment, consumer electronics, security and other fields. By 2020, the overall industrial scale of UHD video in the city will reach 100billion yuan, and by 2022, it will reach 300billion yuan
comments: according to the plan, Chongqing will focus on cultivating and promoting the local industrialization of key core components such as ultra-high definition video SOC core chips, codec chips, storage chips, drive chips, highly integrated optical lenses, etc; Develop 4K and 8K HD video based on 5g, ar/vr/mr, holographic imaging, naked eye 3D and other technologies. Industrial chain companies are expected to benefit from local overweight to promote the HD industry. Skyworth Digital box products rank first in iptv+ott domestic communication operator market. At present, digital technology has completed the development of 8K encoder in avs2 and hevc format, which is the only docking and adaptation with Huawei 8K chip
3. Flexible screen | Tiancai innovative materials technology, the world's largest producer of nano silver, was officially put into production in Xiamen recently, with a monthly production capacity of about 7000 liters of nano silver ink, which will become the world's largest nano silver ink