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EricBong
2021-08-22

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Tiger Comments: Overnight US stock "running account"

市场综述美股周五股指攀升，在周一触顶又经历了一周的动荡后，美股在纳指带领下上涨，市场聚焦下周杰克森霍尔会议中美联储主席鲍威尔针对Taper、通胀预期以及疫情前景的讲话。特斯拉举行针对AI和机器人技术

Tiger Comments: Overnight US stock "running account"

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":832368540,"tweetId":"832368540","gmtCreate":1629592543480,"gmtModify":1676530073694,"author":{"id":3566969517736877,"idStr":"3566969517736877","authorId":3566969517736877,"authorIdStr":"3566969517736877","name":"EricBong","avatar":"https://static.tigerbbs.com/3fde094766f7e452651736b62882d9cc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/832368540","repostId":1145710810,"repostType":4,"repost":{"id":"1145710810","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629509366,"share":"https://ttm.financial/m/news/1145710810?lang=en_US&edition=fundamental","pubTime":"2021-08-21 09:29","market":"us","language":"zh","title":"Tiger Comments: Overnight US stock \"running account\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1145710810","media":"老虎锐评","summary":"市场综述\n美股周五股指攀升，在周一触顶又经历了一周的动荡后，美股在纳指带领下上涨，市场聚焦下周杰克森霍尔会议中美联储主席鲍威尔针对Taper、通胀预期以及疫情前景的讲话。特斯拉举行针对AI和机器人技术","content":"MARKETU.S. stocks climbed on Friday. After peaking on Monday and experiencing another week of turmoil, U.S. stocks rose led by the Nasdaq. The market focused on Federal Reserve Chairman Powell's speech on Taper, inflation expectations and the outlook for the epidemic at next week's Jackson Hole meeting. Tesla held a press conference on AI and robotics technology, Microsoft announced an increase in the subscription price of Microsoft Office 365 Business Enterprise Edition, Apple announced that employees will return to work in the office next year due to the epidemic, vaccine chip stocks rose, Tesla rose 1.01%, Nvidia rose 5.14%, Microsoft rose 2.56%, Apple rose 1.02%, and BioNTech rose 5.08%.Chinese concept stocks rebounded, and the China Securities Regulatory Commission held a heavy meeting and stated that it would create conditions to promote Sino-US audit supervision cooperation. The Standing Committee of the National People's Congress voted to pass the Personal Information Protection Law of the People's Republic of China, which makes legislative provisions on the collection and transfer of consumer data by technology companies. Li Auto rose 3.70%, JD.com rose 2.30%, and Pinduoduo rose 3.48%.Market Spotlight on Next Week's Jackson Hole ConferenceJudging from U.S. employment and quarterly corporate reports, the U.S. economy is still performing strongly, but investors are worried about the further deterioration of the situation that may be caused by the Delta mutant strain. The minutes of the July meeting of the Federal Reserve released on Wednesday showed that the Federal Reserve hopes to start reducing monthly asset purchases before the end of this year, and some Fed officials hope to start action in the short term, such as announcing the start of a shrinking balance sheet at the FOMC meeting in September. These officials worry that the continued rise in inflation rate will make the inflation rate in the United States higher than the previously set inflation target of 2% next year, and will ultimately affect the pace of economic recovery. Preliminary data from a consumer survey conducted by the University of Michigan showed that the consumer confidence index dropped sharply this month. The retail sales report released by the Ministry of Commerce showed that spending weakened in July, and credit card data showed that the situation worsened further in August.<img src=\"https://static.tigerbbs.com/d1a5a0503cad96285d291bf33145dee6\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The Federal Reserve said on Thursday that Federal Reserve Chairman Jerome Powell will deliver a speech on the economic outlook at the Jackson Hole Symposium next Thursday and Friday. Powell's speech has received great attention from the market. He is expected to give a signal on whether to start tapering bond purchases in September, his views on the Delta mutant strain and inflation expectations, and his expectations for economic development in the post-epidemic era. Powell previously believed that the high inflation data should only be a temporary phenomenon.Gimber of JPMorgan Asset Management said that global economic growth is expected to be very strong in the coming months, but it will also be very uneven, and if inflation proves to be a longer-term state, it will change the speed at which the Fed has previously tightened monetary policy. Tactical Alpha's Young said the greater the impact of the Delta variant, the less likely it is that the Fed will begin to scale back purchases, and investors are more willing to face the rumored tapering of asset purchases than the Delta variant spreading out of control and dragging down the state of the global economy.Powell himself is experiencing * pressure, and his four-year term as Fed chairman will end in February next year. Earlier, Warren, a radical Democratic Party, criticized Powell's actions in deregulating banking supervision at a July hearing. Senator Brown, a Democrat from Ohio and chairman of the U.S. Senate Banking Committee, also expressed similar criticism. The committee is responsible for holding hearings on the confirmation of Fed nominees. Republican Senator Daines said in a letter to President Biden on Thursday that Biden should let Powell run the Federal Reserve for another four years to build confidence in the economic recovery. The U.S. economy still faces major risks. This letter is a formal statement by the Banking Committee on Powell's *.As of the close, the Dow Jones index rose 0.65% to 35,120.08 points; The S&P 500 rose 0.81% to 4,441.67 points; The Nasdaq index rose 1.19% to 14,714.66 points.Audit and data supervision of Chinese concept stocksThe China Securities Regulatory Commission held the 2021 system year-end supervision work meeting to analyze the current situation and study and deploy key tasks in the next stage. Yi Huiman, Secretary of the Party Committee and Chairman of the China Securities Regulatory Commission, delivered a report entitled \"Adhere to progress while maintaining stability, deepen reform and opening up, and further promote the high-quality development of the capital market.\" During the meeting, it was proposed to unswervingly promote the institutional opening up of the capital market, create conditions to promote Sino-US audit supervision cooperation, strengthen market communication, and stabilize policy expectations and institutional environment. Deepen the interconnection between the mainland and Hong Kong markets, and strengthen the stable development of Hong Kong's capital market. Since the beginning of this year, the China Securities Regulatory Commission has repeatedly expressed its position on the listing of Chinese companies in the United States and the audit supervision of Chinese concept stocks, seeking to strengthen cross-border supervision and cooperation in the financial field with relevant US regulatory agencies.According to Xinhua News Agency, today the Standing Committee of the National People's Congress, the highest legislature, passed the Personal Information Protection Law, which will take effect on November 1. The report mentioned that critical information infrastructure operators and personal information whose personal information reaches the amount specified by the national cyberspace department should store the personal information collected within China; Those that need to be provided overseas should pass the security assessment organized by the national cyberspace department.As of the close, JD.com rose 2.30%, Alibaba fell 1.61%, Didi rose 3.75%, Tencent Music rose 3.18%, and Bilibili rose 3.44%. The chart below shows the price trends of major Chinese concept stocks in the past month.Epidemic does not prevent U.S. tech stocks from leading gainsAt present, there are 143,827 newly diagnosed cases in a single day in the United States, an increase of 44% from the average value 14 days ago; There were 911 new deaths in a single day, an increase of 108% from the average value 14 days ago; The number of new hospitalizations in a single day was 86,877, an increase of 53% from the average value 14 days ago. The U.S. Safety Transportation Agency said it would extend the epidemic prevention order of wearing masks during the epidemic until January 18 next year, the Department of Homeland Security said it would extend the restrictions on the land border with the United States and Canada until September 21, and new york started the policy of showing vaccine proof for people to enter public places since the 17th. Apple postponed employees' return to the office from October to January next year and strongly encouraged employees to get vaccinated. Intel CEO said that employees who are vaccinated with COVID-19 vaccine will provide cash incentives. Today, the U.S. stock market once again returned to the state where technology stocks drove other sectors to rise during the epidemic. The picture below shows the trend chart of the number of new crown hospitalizations in the United States.<img src=\"https://static.tigerbbs.com/01dce123e84e2f142c4d05a2241f448d\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Tesla held AI Day yesterday, saying it would launch its own Dojo chip, an artificial intelligence training computer, and announced plans to build humanoid robots that can perform repetitive tasks. Musk said AI chips and robot prototypes may be ready next year, and said the deployment of such robots will fundamentally change the economy and alleviate labor shortages. The robot is about 172 cm tall, weighs about 112 pounds, and can reach a speed of 8 kilometers per hour. The robot prototype includes 8 cameras and facial screens, as well as batteries, chips, robotic arms and other components, among which AI chips and batteries will be important structures.<img src=\"https://static.tigerbbs.com/a6ed67ebc2860a2c5f4dbf03f93db74c\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Since last week, Tesla has attracted widespread attention due to the investigation of its Autopilot autonomous driving technology by the U.S. Traffic Management Bureau. Regulators have investigated 11 traffic accidents involving autonomous driving recognition technology in the company since January 2018. Two senators this week requested an investigation into whether Tesla exaggerated its self-driving features in its marketing. At present, Tesla has not responded to the safety investigation or the senator's request.Microsoft announced an increase in the subscription price of MicrosoftOffice 365 Business Enterprise Edition, which is the first substantial price increase since Microsoft launched the product 10 years ago. Microsoft said the new prices will take effect in six months. With the price increase, Microsoft will also expand audio conferencing capabilities in the coming months, adding unlimited dial-up capabilities to enterprise, business, frontline and government versions of MicrosoftTeams meetings, as well as subscription support for over 70 countries, and interactive support for 44 languages and dialects is also supported. A number of investment banks raised their price targets on Microsoft. UBS, Wedbush and Mizuho raised their price targets on Microsoft from $325 to $350. Driven by the news, Microsoft's stock price stood above $300 for the first time today.Hotspots of American current politicsBiden held a press conference today, promising to evacuate all Americans who wish to leave Afghanistan, and said he would seek help from allies. At the same time, Biden stressed that the final outcome of the evacuation cannot be guaranteed, but promised to mobilize all necessary resources. Biden said the U.S. has evacuated 18,000 people from Afghanistan since July, including 13,000 since the military began its airlift operation on Aug. 14, and the White House said 5,700 people left Afghanistan in the past 24 hours. Senators from both parties in Congress called for a hearing next week on the administration's handling of the withdrawal of U.S. troops to investigate the causes of the political and military collapse in Afghanistan. According to the Wall Street Journal, an internal memo from the US State Department in July warned of a collapse in Kabul after the withdrawal of US troops. The latest released poll shows that Biden's approval rating has dropped by 7 percentage points to its lowest since taking office. At the same time, it is reported that US Vice President Harris is about to visit Vietnam and Singapore. The White House said that Israeli Prime Minister Bennett will visit the United States on August 26.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Comments: Overnight US stock \"running account\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Comments: Overnight US stock \"running account\"\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n老虎锐评 \n2021-08-21 09:29\n</div>\n</a>\n</h4>\n</header>\n<article>\nMARKETU.S. stocks climbed on Friday. After peaking on Monday and experiencing another week of turmoil, U.S. stocks rose led by the Nasdaq. The market focused on Federal Reserve Chairman Powell's speech on Taper, inflation expectations and the outlook for the epidemic at next week's Jackson Hole meeting. Tesla held a press conference on AI and robotics technology, Microsoft announced an increase in the subscription price of Microsoft Office 365 Business Enterprise Edition, Apple announced that employees will return to work in the office next year due to the epidemic, vaccine chip stocks rose, Tesla rose 1.01%, Nvidia rose 5.14%, Microsoft rose 2.56%, Apple rose 1.02%, and BioNTech rose 5.08%.Chinese concept stocks rebounded, and the China Securities Regulatory Commission held a heavy meeting and stated that it would create conditions to promote Sino-US audit supervision cooperation. The Standing Committee of the National People's Congress voted to pass the Personal Information Protection Law of the People's Republic of China, which makes legislative provisions on the collection and transfer of consumer data by technology companies. Li Auto rose 3.70%, JD.com rose 2.30%, and Pinduoduo rose 3.48%.Market Spotlight on Next Week's Jackson Hole ConferenceJudging from U.S. employment and quarterly corporate reports, the U.S. economy is still performing strongly, but investors are worried about the further deterioration of the situation that may be caused by the Delta mutant strain. The minutes of the July meeting of the Federal Reserve released on Wednesday showed that the Federal Reserve hopes to start reducing monthly asset purchases before the end of this year, and some Fed officials hope to start action in the short term, such as announcing the start of a shrinking balance sheet at the FOMC meeting in September. These officials worry that the continued rise in inflation rate will make the inflation rate in the United States higher than the previously set inflation target of 2% next year, and will ultimately affect the pace of economic recovery. Preliminary data from a consumer survey conducted by the University of Michigan showed that the consumer confidence index dropped sharply this month. The retail sales report released by the Ministry of Commerce showed that spending weakened in July, and credit card data showed that the situation worsened further in August.<img src=\"https://static.tigerbbs.com/d1a5a0503cad96285d291bf33145dee6\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">The Federal Reserve said on Thursday that Federal Reserve Chairman Jerome Powell will deliver a speech on the economic outlook at the Jackson Hole Symposium next Thursday and Friday. Powell's speech has received great attention from the market. He is expected to give a signal on whether to start tapering bond purchases in September, his views on the Delta mutant strain and inflation expectations, and his expectations for economic development in the post-epidemic era. Powell previously believed that the high inflation data should only be a temporary phenomenon.Gimber of JPMorgan Asset Management said that global economic growth is expected to be very strong in the coming months, but it will also be very uneven, and if inflation proves to be a longer-term state, it will change the speed at which the Fed has previously tightened monetary policy. Tactical Alpha's Young said the greater the impact of the Delta variant, the less likely it is that the Fed will begin to scale back purchases, and investors are more willing to face the rumored tapering of asset purchases than the Delta variant spreading out of control and dragging down the state of the global economy.Powell himself is experiencing * pressure, and his four-year term as Fed chairman will end in February next year. Earlier, Warren, a radical Democratic Party, criticized Powell's actions in deregulating banking supervision at a July hearing. Senator Brown, a Democrat from Ohio and chairman of the U.S. Senate Banking Committee, also expressed similar criticism. The committee is responsible for holding hearings on the confirmation of Fed nominees. Republican Senator Daines said in a letter to President Biden on Thursday that Biden should let Powell run the Federal Reserve for another four years to build confidence in the economic recovery. The U.S. economy still faces major risks. This letter is a formal statement by the Banking Committee on Powell's *.As of the close, the Dow Jones index rose 0.65% to 35,120.08 points; The S&P 500 rose 0.81% to 4,441.67 points; The Nasdaq index rose 1.19% to 14,714.66 points.Audit and data supervision of Chinese concept stocksThe China Securities Regulatory Commission held the 2021 system year-end supervision work meeting to analyze the current situation and study and deploy key tasks in the next stage. Yi Huiman, Secretary of the Party Committee and Chairman of the China Securities Regulatory Commission, delivered a report entitled \"Adhere to progress while maintaining stability, deepen reform and opening up, and further promote the high-quality development of the capital market.\" During the meeting, it was proposed to unswervingly promote the institutional opening up of the capital market, create conditions to promote Sino-US audit supervision cooperation, strengthen market communication, and stabilize policy expectations and institutional environment. Deepen the interconnection between the mainland and Hong Kong markets, and strengthen the stable development of Hong Kong's capital market. Since the beginning of this year, the China Securities Regulatory Commission has repeatedly expressed its position on the listing of Chinese companies in the United States and the audit supervision of Chinese concept stocks, seeking to strengthen cross-border supervision and cooperation in the financial field with relevant US regulatory agencies.According to Xinhua News Agency, today the Standing Committee of the National People's Congress, the highest legislature, passed the Personal Information Protection Law, which will take effect on November 1. The report mentioned that critical information infrastructure operators and personal information whose personal information reaches the amount specified by the national cyberspace department should store the personal information collected within China; Those that need to be provided overseas should pass the security assessment organized by the national cyberspace department.As of the close, JD.com rose 2.30%, Alibaba fell 1.61%, Didi rose 3.75%, Tencent Music rose 3.18%, and Bilibili rose 3.44%. The chart below shows the price trends of major Chinese concept stocks in the past month.Epidemic does not prevent U.S. tech stocks from leading gainsAt present, there are 143,827 newly diagnosed cases in a single day in the United States, an increase of 44% from the average value 14 days ago; There were 911 new deaths in a single day, an increase of 108% from the average value 14 days ago; The number of new hospitalizations in a single day was 86,877, an increase of 53% from the average value 14 days ago. The U.S. Safety Transportation Agency said it would extend the epidemic prevention order of wearing masks during the epidemic until January 18 next year, the Department of Homeland Security said it would extend the restrictions on the land border with the United States and Canada until September 21, and new york started the policy of showing vaccine proof for people to enter public places since the 17th. Apple postponed employees' return to the office from October to January next year and strongly encouraged employees to get vaccinated. Intel CEO said that employees who are vaccinated with COVID-19 vaccine will provide cash incentives. Today, the U.S. stock market once again returned to the state where technology stocks drove other sectors to rise during the epidemic. The picture below shows the trend chart of the number of new crown hospitalizations in the United States.<img src=\"https://static.tigerbbs.com/01dce123e84e2f142c4d05a2241f448d\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Tesla held AI Day yesterday, saying it would launch its own Dojo chip, an artificial intelligence training computer, and announced plans to build humanoid robots that can perform repetitive tasks. Musk said AI chips and robot prototypes may be ready next year, and said the deployment of such robots will fundamentally change the economy and alleviate labor shortages. The robot is about 172 cm tall, weighs about 112 pounds, and can reach a speed of 8 kilometers per hour. The robot prototype includes 8 cameras and facial screens, as well as batteries, chips, robotic arms and other components, among which AI chips and batteries will be important structures.<img src=\"https://static.tigerbbs.com/a6ed67ebc2860a2c5f4dbf03f93db74c\" tg-width=\"576\" tg-height=\"288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Since last week, Tesla has attracted widespread attention due to the investigation of its Autopilot autonomous driving technology by the U.S. Traffic Management Bureau. Regulators have investigated 11 traffic accidents involving autonomous driving recognition technology in the company since January 2018. Two senators this week requested an investigation into whether Tesla exaggerated its self-driving features in its marketing. At present, Tesla has not responded to the safety investigation or the senator's request.Microsoft announced an increase in the subscription price of MicrosoftOffice 365 Business Enterprise Edition, which is the first substantial price increase since Microsoft launched the product 10 years ago. Microsoft said the new prices will take effect in six months. With the price increase, Microsoft will also expand audio conferencing capabilities in the coming months, adding unlimited dial-up capabilities to enterprise, business, frontline and government versions of MicrosoftTeams meetings, as well as subscription support for over 70 countries, and interactive support for 44 languages and dialects is also supported. A number of investment banks raised their price targets on Microsoft. UBS, Wedbush and Mizuho raised their price targets on Microsoft from $325 to $350. Driven by the news, Microsoft's stock price stood above $300 for the first time today.Hotspots of American current politicsBiden held a press conference today, promising to evacuate all Americans who wish to leave Afghanistan, and said he would seek help from allies. At the same time, Biden stressed that the final outcome of the evacuation cannot be guaranteed, but promised to mobilize all necessary resources. Biden said the U.S. has evacuated 18,000 people from Afghanistan since July, including 13,000 since the military began its airlift operation on Aug. 14, and the White House said 5,700 people left Afghanistan in the past 24 hours. Senators from both parties in Congress called for a hearing next week on the administration's handling of the withdrawal of U.S. troops to investigate the causes of the political and military collapse in Afghanistan. According to the Wall Street Journal, an internal memo from the US State Department in July warned of a collapse in Kabul after the withdrawal of US troops. The latest released poll shows that Biden's approval rating has dropped by 7 percentage points to its lowest since taking office. At the same time, it is reported that US Vice President Harris is about to visit Vietnam and Singapore. The White House said that Israeli Prime Minister Bennett will visit the United States on August 26.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145710810","content_text":"市场综述\n美股周五股指攀升，在周一触顶又经历了一周的动荡后，美股在纳指带领下上涨，市场聚焦下周杰克森霍尔会议中美联储主席鲍威尔针对Taper、通胀预期以及疫情前景的讲话。特斯拉举行针对AI和机器人技术的发布会，微软宣布上调MicrosoftOffice 365商业企业版订阅价格，苹果宣布因疫情将让员工明年返回办公室工作，疫苗芯片股上涨，特斯拉涨1.01%，英伟达涨5.14%，微软涨2.56%，苹果涨1.02%，BioNTech涨5.08%。\n中概股反弹，证监会举行重磅会议并表示将创造条件推动中美审计监管合作。全国人大常委会表决通过《中华人民共和国个人信息保护法》，对科技公司收集和转移消费者数据作出立法规定。理想汽车涨3.70%，京东涨2.30%，拼多多涨3.48%。\n市场聚焦下周杰克森霍尔会议\n由美国就业人数及企业季报来看，目前美国经济仍表现强劲，但投资者对于Delta变异毒株可能引发的进一步局势恶化感到担忧。本周三公布的美联储7月会议纪要中显示，美联储希望今年年底前开始减少每月的资产购买量，部分美联储官员希望短期内就开始行动，比如9月FOMC会议中就宣布开始缩表。这些官员担心通胀率的持续上升将使美国明年的通胀率高于此前设定的2%通胀目标，并将最终影响到经济恢复的步伐。密歇根大学进行的消费者调查初步数据显示，消费者信心指数本月急剧下降。商务部公布的零售销售报告显示，7月支出减弱，信用卡数据显示8月情况进一步恶化。\n\n美联储周四表示，美联储主席鲍威尔将在下周四周五的杰克森霍尔研讨会上就经济展望发表演说。鲍威尔的这场演讲受到市场高度关注，预计他将在此次会谈中给出关于9月是否开始缩减购债的信号、对于Delta变异毒株及通胀预期的看法、以及后疫情时代经济发展的预期。此前鲍威尔认为通胀数据的偏高应只是暂时现象。\n摩根大通资产管理的Gimber表示，预计未来几个月全球经济增长将非常强劲，但也将非常不均衡，如果通胀被证明是更长期的状态，将改变美联储此前收紧货币政策的速度。Tactical Alpha的Young表示，Delta变异毒株的影响越大，美联储开始缩减购买的可能性就越小，投资者更愿意面对传闻中要进行的资产购买缩减，而不是Delta变异毒株蔓延失控并拖累全球经济的状态。\n鲍威尔本人也经历着连任压力，他的4年美联储主席任期将于明年2月结束。此前民主党激进派人士沃伦曾在7月听证会中批评鲍威尔在放松银行监管方面的作为，俄亥俄州民主党参议员、美国参议院银行委员会主席布朗也表达了类似的批评意见。该委员会负责就美联储提名人的确认举行听证会。周四共和党参议员Daines在写给总统拜登的信中表示，拜登应让鲍威尔再次执掌美联储4年以建立对经济复苏的信心，美国经济目前仍然面临着重大风险。这封信是银行委员会正式就鲍威尔连任进行的表态。\n截至收盘，道琼斯指数涨0.65%，报35120.08点；标普500指数涨0.81%，报4441.67点；纳斯达克指数涨1.19%，报14714.66点。\n中概股审计与数据监管\n中国证监会召开2021年系统年终监管工作会议，分析当前形势，研究部署下阶段重点工作。证监会党委书记、主席易会满发表题为《坚持稳中求进，深化改革开放，进一步推动资本市场实现高质量发展》的报告。会议中提出要坚定不移推动资本市场制度型对外开放，创造条件推动中美审计监管合作，加强市场沟通，稳定政策预期和制度环境。深化内地与香港市场互联互通，坚定香港资本市场稳定发展。今年以来证监会曾多次就中国公司赴美上市以及中概股审计监管进行表态，寻求与美方相关监管机构加强金融领域的跨境监管与合作。\n据新华社报道，今日最高立法机构全国人民代表大会常务委员会通过了个人信息保护法，该法律将于11月1日起生效。报道中提到，关键信息基础设施运营者和个人信息达到国家网信部门规定数量的个人信息，应将中国境内处理收集的个人信息存储于境内；需向境外提供的应通过国家网信部门组织的安全评估。\n截止收盘，京东涨2.30%，阿里巴巴跌1.61%，滴滴涨3.75%，腾讯音乐涨3.18%，哔哩哔哩涨3.44%。下图为近一个月以来主要中概股的价格走势。\n疫情不阻美国科技股领涨\n目前美国单日新增确诊143,827例，较14天前平均数值增长44%；单日新增死亡911，较14天前平均数值增长108%；单日新增住院人数86,877，较14天前平均数值增长53%。美国安全运输局表示将疫情期间佩戴口罩的防疫令延长至明年1月18日，国土安全部表示将与美加陆地边界的限制延长至9月21日，纽约市自17日起启动民众进入公共场所出示疫苗证明的政策。苹果公司推迟员工重返办公室时间由10月至明年1月并强烈鼓励员工接种疫苗，英特尔CEO表示接种新冠疫苗的员工提供现金奖励。美股市场今日再次回到疫情期间科技股带动其他板块上涨的状态，下图为美国新冠住院人数的走势图。\n\n特斯拉昨日举行AI日，表示将推出自己的人工智能训练计算机Dojo芯片，并宣布将制造可执行重复性任务的人形机器人的计划。马斯克表示AI芯片和机器人原型或将在明年准备就绪，并表示此类机器人的部署将从根本上改变经济、缓解劳动力短缺。该机器人身高约172，重量大概112斤，速度可达到8公里每小时，该机器人原型包括8个摄像机和脸部的屏幕，以及电池、芯片、机械臂等多个组成部分，其中AI芯片和电池将是重要结构。\n\n上周以来特斯拉因美国交管局对其Autopilot自动驾驶技术的调查引起广泛关注，监管机构调查该公司自2018年1月以来发生的11起涉及自动驾驶识别技术的交通事故。两名参议员本周要求调查特斯拉在营销中是否夸大其自动驾驶功能。目前特斯拉没有就该安全调查或参议员的要求作出回复。\n微软宣布上调MicrosoftOffice 365商业企业版订阅价格，这是微软自10年以前推出该产品以来首次实质性涨价。微软表示，新的价格将于6个月后生效。随着价格的增长，微软还将在未来几个月内扩展音频会议功能，为企业、商业、前线和政府版本的MicrosoftTeams会议增加无限的拨号功能，并为超过70个国家提供订阅支持，还支持44种语言和方言的交互式支持。多家投行上调对微软的目标价，瑞银、Wedbush和瑞穗将微软的目标价由$325上调至$350。受消息驱动，微软今日股价首次站上$300。\n美国时政热点\n拜登今日举行记者发布会，承诺将疏散所有希望离开阿富汗的美国人，并表示将寻求盟友的帮助。同时，拜登强调不能保证疏散的最终结果，但承诺将调动一切必要的资源。拜登表示，自7月以来美国已从阿富汗撤离了18,000人，包括自8月14日军方开始空运行动以来的13,000人，白宫称过去24小时内5,700人离开了阿富汗。国会两党参议员呼吁下周就政府对美军撤出的处理方式举行听证会，调查阿富汗出现政治和军事崩溃的原因。据华尔街日报报道，美国国务院7月的内部备忘录曾警告喀布尔会发生美军撤离后的崩溃。最新公布的民调显示，拜登的支持率下降了7个百分点至上任以来最低。同时据报道，美国副总统哈里斯即将对越南和新加坡进行访问。白宫表示，以色列总理贝内特将于8月26日访问美国。","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2098,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}