Market Overview

The US stock market was closed for one day yesterday due to Thanksgiving Day. According to the news, a variant of the virus that can resist the current vaccine was discovered in South Africa. Before today's market, the three major US stock indices collectively plummeted.$NASDAQ 100 Index Main Link (2112) (NQMAIN.US) $Decreased 1.1%,$ S&P 500 Index Main Link (2112) (ESMAIN.US) $Decreased 1.78%,$Dow Jones Index Mainline (2112) (YMMAIN.us) $Decreased by 2.2%.

Active US stocks before the market

• Anti-epidemic concept stocks collectively surged before the market, and Moderna rose nearly 9%

Anti-epidemic concept stocks collectively surged before the market.$Alpha Pro Tech (APT.US) $An increase of more than 34%,$Allied Health Products (AHPI.US) $An increase of more than 17%,$Moderna (MRNA.US) $An increase of nearly 9%,$Novavax Pharmaceuticals (NVAX.US) $,$BioNTech (BNTX.US) $An increase of nearly 6%,$Pfizer (PFE.US) $,$Ocugen (OCGN.US) $An increase of more than 3%.

• Zoom rose more than 11% before the market, and was previously increased by ARK

Zoom rose more than 11% before the market, and Ark's ETF bought a total of 645110 Zoom shares on Tuesday.

Morgan Stanley analyst Meta Marshall said Zoom's third-quarter performance exceeded low expectations and showed that the company was “doing what it said it wanted to do in the past.” Marshall believes that although the number of new customers is small, the number of customers that contributed more than 100,000 US dollars in revenue continued to increase 94% year-on-year during the 12 months of tracking, and the total number of customers with more than 10 employees still increased by more than 130%. This indicates that as the COVID-19 pandemic improves, the Zoom platform will only become more important. The analyst maintains an overrated rating for Zoom, with a target price of $365.

• Aviation stocks and cruise stocks collectively plummeted before the market, and Fiesta Cruises fell more than 12%

The variant virus caused market panic, and airline stocks and cruise stocks collectively plummeted before the market. Carnival Cruises fell more than 12%, Royal Caribbean Cruises fell more than 11%, and Norwegian Cruises fell more than 9%.

United Continental Airlines fell more than 8%, Delta Air Lines fell more than 7%, and American Airlines and Model Man Airlines fell more than 6%.

China Securities

Popular Chinese securities firms generally fell before the market. Xinhao Boya Entertainment fell more than 16%, Didi, Jinshanyun, Manbang, and iQiyi fell more than 6%, NIO, Jingke Energy, and Good Future fell more than 4%, and Ideal Auto and Ali fell more than 3%.

Daiwa released a research report, reaffirming Xiaopeng Motor's “buy” rating, increasing the forecast for next year's new car delivery volume by more than 1x from 90,000 to 185,000 units, raising the revenue forecast for 2021-22 by 6-10%, and the target price increased 10.53% from HK$209 to HK$231.

NIO announced the signing of a strategic cooperation agreement with Shell Group. According to the agreement, NIO and Shell will jointly promote the construction and operation of charging and switching facilities. In terms of power exchange stations, in China, the two sides will build a total of 100 power exchange stations by 2025; in Europe, the two sides plan to start pilot construction and operation of power exchange stations in 2022. In terms of charging facilities, Shell's European charging network will be open to NIO users.

People familiar with the matter said that Apple plans to use TSMC's 4nm chip process to produce its first internal 5G baseband chip on a large scale.

Huabei issued an announcement stating that it has begun brand isolation work. Huabei will become Ant Consumer Financial's exclusive consumer credit service brand. The “credit purchase” service is a type of consumer credit service fully funded by banks and other financial institutions with independent approval and credit.

According to Futu's bullish US stock trading popularity list, the top rankings include Futu Holdings, Tesla, Nvidia, Alibaba, Xiaopeng Motors, Roblox, etc.