｜ of FM-Radio of breakfast of wall street information on Feburary 1, 2021

Broadcast | Tian Dong

Because concern comes loose door force empty incident ferments, adscititious not affirmatory to vaccinal foreground, the US stock weighs defeat, medicinal powder door embrace a group strong kickback. US stock for a time collective drops even more 2% , path point to dish in drop exceed 740 a little bit, close drop exceed 600 a little bit, mark general turns inside year drop. Tesla and apple 3 drop repeatedly, start 3 months the biggest odd week drops. Medicinal powder door embrace a group respect, game dak Zhou Wu closes go up 67% , full week is tired go up about 400% ; AMC courtyard line closes go up 53% , full week goes up 277% ; Gauss electron closes go up 52% , full week goes up 1816% ; Express closes go up 27% , full week goes up 235% . Europe collective drops exceed 1% . Expression achieved period gold to came 2011 in January the poorest, period silver odd week goes up for 6 weeks optimal. Dollar monthly expression is 4 months optimal, RMB regain two years of half perch.

Beijing time week one before dawn, silver futures soares 6% , US stock futures falls about 0.7% , crude oil futures falls about 0.5% , dog dog money on the weekend cutting sb in two at the waist, bit money is located in 33000 dollars lower part; 5 horses Si Ke adds bit money label his push last week special account, bit money dish in go up madly for a time 20% , more than 38000 dollars.

Beijing time week one before dawn, silver futures soares 6% , US stock futures falls about 0.7% , crude oil futures falls about 0.5% , dog dog money on the weekend cutting sb in two at the waist, bit money is located in 33000 dollars lower part; Last week 5 because Masike is pushed,go up to 38000 dollars upper part for a time especially.

Print and distribute of general office of the State Council of general office of Central Committee of Communist Party of China " program of action of system of market of construction high level " .

CCTV finance and economics comments on: Fund investment radically reform is advantageous to capital market.

China in January PMI 51.3 of official manufacturing industry, successive 11 months are located in critical point above.

Zhong Nashan is newest grind sentence: Global epidemic situation will drop after March.

Millet group: Incident of relevant already detailed list sues American department of defense and American treasury department.

Chun Yunqian passenger flow of railroad of 3 days of whole nations drops compared to the same period 7 into above.

Contain a warning high: If force,continue for nothing, money market of whole United States will break down; To assist GME, the United States comes loose an insanity smoke from other ETF endowment; To developing loss of month of fund Melvin 1 53% , because suffer the effect such as game dak.

Pave a road for official figure money, indian plan is banned thoroughly with bit money.

A 76% population ever affected Brazil the new coronal, city that is thought to achieve group immunity for a time, encounter epidemic situation height again.

Strong unripe company announces vaccine 3 period data, integrated businesslike 66% , hopeful was obtained in Feburary batch.

US stock: Mark general 500 drop 1.93% , path point to drop 2.03% , accept points to drop 2% . Full week, mark general 500 drop 3.31% , path point to tired drop 3.27% , accept points to tired drop 3.49% . January, mark general 500 tired drop 1.11% , path point to tired drop 2.04% , accept points to tired go up 0.29% .

Europe: Index of European STOXX 600 closes drop 1.87% , full week is tired drop 3.11% , tired in January drop 1.82% . Index of German DAX 30 closes drop 1.71% , full week is tired drop 3.18% , tired in January drop 2.08% . Index of French CAC 40 closes drop 2.02% , full week is tired drop 2.88% , tired in January drop 2.74% . The 100 indexes when England is rich close drop 1.82% , full week is tired drop 4.30% , tired in January drop 0.82% .

A: Shanghai points to receive a reply 3483.07 a little bit, drop 0.63% , clinch a deal the forehead 416.5 billion yuan. Become greatly point to receive a reply 14821.99 a little bit, drop 0.61% , clinch a deal the forehead 535.7 billion yuan. Do poineering work board point to receive a reply 3128.86 a little bit, drop 1.04% , clinch a deal the forehead 190.7 billion yuan.

Gold: Futures of gold of COMEX 4 month closes go up 0.5% , sign up for 1850.3 dollars / ounce, tired in January drop 2.4% .

Crude oil: Futures of crude oil of WTI 3 month closes drop 0.14 dollars, drop 0.27% , sign up for 52.2 dollars / bucket, full week is tired drop 0.13% . Crude oil futures will close Bulunte in March go up 0.35 dollars, go up 0.63% , sign up for 55.88 dollars / bucket, full week is tired go up 0.85% .

Bit money: Agreement of brunt of BTC of futures of CME bit currency signs up for 34980 dollars, relatively end of Zhou Si new York dish go up 6.68% , dish in hand in cast at 32130-39100 dollar interval.

ETF: Mark general 500 SPY closes drop 2% , 100 QQQ receives Nasidake drop 2.1% , gold GLD closes drop 0.04% , golden mine GDX closes drop 0.2% , silver SLV closes go up 1.09% , USO of fund of American crude oil closes drop 0.2% , ETF-Guggenheim CQQQ of Chinese science and technology closes drop 1.58% .

Diagnose of global accumulative total evens more 100 million 3.45 million, die 2.23 million.

Worldmeters odd-numbered days adds case newly: The United States 82 thousand, brazil 27 thousand, russia 18 thousand, england 21 thousand, france 19 thousand.

Zhong Nashan is newest grind sentence: Global epidemic situation will drop after March.

Brazil ever was thought to reach the city of group immunity, encounter epidemic situation height again.

Strong unripe company announces vaccine 3 period data, integrated businesslike 66% , hopeful was obtained in Feburary batch.

" begging is " it is important that the magazine publishs Xi Jinping's secretary-general article " strengthen intellectual property to protect the job to arouse innovation vigor to drive compose to build new development structure in the round "

According to Xinhua News Agency, the article points out, we must be mixed from national strategy height enter new development phase to ask to set out, strengthen intellectual property to protect the job in the round. Want to strengthen intellectual property to protect the job to carry a design on the head, raise intellectual property to protect working law to change a standard, entire chain of aggrandizement intellectual property is protected, deepen intellectual property to protect reform of working system mechanism.

Print and distribute of general office of the State Council of general office of Central Committee of Communist Party of China " program of action of system of market of construction high level "

According to Xinhua News Agency, plan points out, divide outside exceeding big, especially big city, in the city group that has a requirement or city group exploration executes fixed number of year of census register admittance to change accumulative total each other to admit with the city, try out registers system of registered permanent residence with often occupying a dwelling place, guide population settle in order.

CCTV finance and economics comments on: Fund investment radically reform is advantageous to capital market

Comment of CCTV finance and economics points out, a kind of any investment should build the base with reasonable sober sex, the enthusiastic phenomenon that fund invests on current capital market is worth vigilance and thoughtful. Some investor resemble frying fry fund euqally, chase after go up kill drop, frequent explain atone for.

China January PMI of official manufacturing industry51.3 successive 11 months are located in critical point above

PMI of official manufacturing industry made clear China in January manufacturing industry continues to keep outspread, but pace puts delay somewhat.

Zhong Nashan is newest grind sentence: Global epidemic situation will drop after March

Zhong Nashan expresses, as a result of vaccinal generation antibody it has a process, need 30-35 day probably, ability can produce more apparent protection effect. In active addition vaccinal circumstance falls, below the circumstance that active canal accuses. Probably after March, think to be able to begin to have drop.

Millet group: Incident of relevant already detailed list sues American department of defense and American treasury department

Millet group announcement says, the company was in place of American Colombia special zone on January 29 at time of American the eastpart part the court sues American department of defense and American treasury department. The company thinks, afore-mentioned two orgnaizations are in the decision that includes the Chinese army that maintains for NDAA the company the company, existence program is unjust maintain a mistake with the fact, to maintain the interest of user of company whole world, partner, employee and partner, ask forensic declaration should decide to break the law and cancel should decide.

Chun Yunqian passenger flow of railroad of 3 days of whole nations drops compared to the same period 7 into above

According to insurgent, learn from limited company of group of Chinese state railway, on January 28, 29 days mix 30 days, chun Yunqian 3 days, countrywide railroad sends a passenger to be respectively 3.08 million, 2.83 million with 2.96 million person-time, it is only last year of level of the corresponding period 1/4 the left and right sides. On January 31, chun Yunjin enters the 4th day, countrywide railroad predicts to send a guest 2.9 million person-time, drop compared to the same period 75% , the plan drives a passenger train 6218.

The United States is right strong fund Melvin January loss 53% , because get play,dak is mixed other trade influence.

Contain a warning high: If force,continue for nothing, money market of whole United States will break down

Gao Cheng points out, the market the excessive behavior that one fraction cannot last, cause a series of domino effect likely, cause more extensive queasy. In recent years, the US stock is small the mode that clinchs a deal to measure and be spent high centrally, the smooth storehouse that increased a fund may engulf the venture of whole market like snowball.

"Do not sell! " to assist GME, the United States comes loose an insanity smoke from other ETF endowment

Do a lot of savings come loose scantily door why to touch absolutely refuse to to sell? Will listen to two to come loose door story.

Data shows: Come loose on GME door already began to withdraw, the orgnaization is forcing empty

This GME incident, come loose a big probability not be dominant, it is cannon fodder only; It is an orgnaization this participate in force empty.

Amount to Leo: "Come loose an insurrection " reflective is " the animosity of American people "

"General anger of the people -- can saying even is animosity -- and these think of a way that want a person to draw get down from a horse, spread all over horny corner to fall almost in the United States nowadays. Spread all over horny corner to fall almost in the United States nowadays..

Search next tesla to soare miracle! ARK " bovine city empress " the report that weigh a pound: Arrogant opportunity of year of 15 large investment (complete edition)

Bit money will be greeted turn old age with the orgnaization, data center industry is experiencing the technical revolution of a world-shaking, is electric car sales volume cruel add 20 times... " bovine city empress " what did Cathie Wood and its group say after all in 2021 year report?

Robinhood betrays medicinal powder door cost: Competitor new client goes up madly 16 times

As the main competitor of Robinhood, webull user grows 10 this year times; After type of experience user explosion grows, company plan seeks massive financing one round over there the private investor from the United States.

Pave a road for official figure money Indian plan is banned thoroughly with bit money

Indian new proposed law aims to issue official figure money to create framework for Indian Central Bank; Act tries to prohibit including bit money at the same time inside all blame government endorses add close money.

Group immunity is undone: 76% population ever affected this city new coronal, epidemic situation erupts again however

Will look at present, want to achieve group immunity through natural infection basic unlikely, depend on vaccine (the likelihood still needs to update) it is only alternative almost.

1, nuclear report | On January 30, the whole world the first " Hua Long " group of nuclear electric machinery -- in business of 5 unit investment runs report of clear nucleus of blessing of nuclear group Fujian, our country makes world number not much have own the country of technology of cable of 3 acting nucleuses.

Comment on: The letter amounts to negotiable securities to think, as home the batch of group of electric machinery of 3 acting nucleuses is changed, dimensions turns production, build periodic hopeful to shorten, will drive generate electricity cost drops, also examine and approve for nuclear report restart once more and accelerate clear. Give an official lasts to add unit newly since 2019, and core component is homebred change quickly, the industry greets enlarge to allow opportunity. Nuclear science and technology is key of domestic nucleus report in valve equipment produces banner business; East is electric [600875.SS, 01072.HKEX] is the whole world is the greatest generate electricity equipment studies development creates base.

2, duty-free store concept | Do in, the country does recently print and distribute " program of action of system of market of construction high level " , put forward perfect guiding among them policy of circumfluence of the consumption outside the condition, encourage key city to add store of drawback of a batch of leave a country, increase Hainan duty-free from the island city and door inn.

Comment on: As we have learned, the city such as Shanghai, Shenzhen also will strive for city actively inside duty-free policy be born, make high end duty-free consumption center. Zhang Ming of Liu of day wind negotiable securities points out, difference of the price outside importing tax system and luxury price strategy to bring about churchyard is apparent, duty-free and OK touch effectively industry pain spot, become overseas spending circumfluence and churchyard to consume the channel with upgrade important. Well of king government office already invested establish tax free article to run a company, still will incorporate in order to change an absorption way a business share; Be being avoided in China is bibcock of trade of free commodities sale, realized net profit 2020 6.12 billion yuan, grow 32.1% compared to the same period.

3, semiconductor | Industry letter ministry was released recently " fundamental electron yuan operation of development of estate of parts of an apparatus plans (2021-2023 year) " , put forward 2023, electron yuan amount of sale of parts of an apparatus achieves 2.1 trillion yuan, break through a batch of electrons yuan technology of key of parts of an apparatus, include connector of radio frequency filter, high speed, piece type is multilayer capacitor of pottery and porcelain (namely MLCC) , smooth communication parts of an apparatus.

Comment on: Our country major electron yuan the quantity of produce and sale of parts of an apparatus all resides the whole world lead position, but presence is large and not strong issue, enterprise whole actual strength slants weak. Group of electron of negotiable securities opening a source thinks, at present MLCC industry still be waited for by electric machinery of village cropland, SamSung foreign enterprise oligopoly, in terminal manufacturer own to supplying chain but accuse beg the setting that promotes considerably to fall, will greet homebred replace good luck. Domestic bibcock company includes group of tall division of elegance and talent, 3 annulus to wait.

4, lie between charge for nothing | On January 29 morning, millet announces formally to roll out brand-new " black science and technology " : Grind oneself lie between charge for nothing system. Own 17 technologies patent, can the edge plays an edge to fill, eyewinker keep out also is not affected, much equipment also can undertake charging at the same time.

Comment on: Begin from 2018, what millet has broken mobile phone industry for many times continuously is wireless charge record. August 2020, millet whole world head sent 80 made of baked clay wireless seconds to fill a technology, charge efficiency is rivalled almost the fastest on market wired fill quickly. Now, lie between charged to achieve revolutionary breakthrough again for nothing, will lead preexistence millet 11 on implementation. Just think, future perhaps takes a door, do not need any charging line, charge base, no matter put the mobile phone in bag to still be taken,go up in the hand, can come true to be lain between automatically charge for nothing. Say according to Lei Jun, before long hind, millet grinds oneself lie between charge to still be used at annulus of intelligent watch, hand to wait for nothing apparel equipment, and the small-sized intelligence such as sound box, desk lamp lives in a product. This kind of setting with a medium film of consist in science fiction, had become reality. The communication that believe dimension is in remote wireless charge the respect has old research and technical reserve, join the whole world continuously each applied demand of big client, offer what make from group of model of expect of technology, material is one-stop solution. Millet is firm important client. Main product includes join forces peaceful wireless charge modular group and material, established good cooperative relationship with the client such as millet.

5, LCD | Late on January 29, beijing east A releases outstanding achievement to increase announcement beforehand, predict 4.8 billion yuan to realized net profit 2020 - 5.1 billion yuan, grow 150%-166% compared to the same period. 3 big face plate make share of science and technology of Beijing east A, TCL, rainbow enterprise all is bright gave report, all realize outstanding achievement grow considerably. According to what many advisory orgnaization releases face plate of the first ten days of a month quoted in January, since June 2020 face plate price rises continuously. Enter 2021, price of face plate of each dimension liquid crystal continues to rise.

Comment on: Data shows, enter 2021 first quarter, overseas market demand lasts driving, price of liquid crystal face plate maintains rise impetus. Price of liquid crystal face plate is successive already 8 months rise, will greet the longest rise in price periodic. The orgnaization grinds the newspaper points out, supply carries low efficiency to produce can go out clear, and industry stock falls to the history low, experience of face plate price is short-term bear after pressing, rebound, 2021 as before bullish. A shut city firm to basically science and technology of Beijing east A, TCL waits.

On Feburary 1, on Monday, appropriate is calm

Once bought a share, staring at the price every day, such meetings be swayed by considerations of gain and loss. The stock market can go up every year 10% , perhaps drop 5% , these going up drop won't smooth booth arrives each days, everyday fluctuant and opposite and character should be gotten greatly much, go up drop 3% dispute of 2% ～ constant normal.

China money is new in January manufacturing industry PMI. Manufacturing industry PMI was worth euro area eventually in January. The United States January ISM manufacturing industry.