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一周前瞻 | 美国二季度GDP终值来袭!小米举办5G新品发布会

Weekly outlook | The final value of US GDP for the second quarter is here! Xiaomi hosts a new 5G product launch

富途资讯 ·  Sep 22, 2019 17:38  · 热门

Next week's blockbuster financial events will hit:

The market welcomes another series of blockbuster data: European and US manufacturing PMI, US consumer confidence, US second quarter GDP final value.

Star company financial report: NIO Inc., Nike Inc,Uxin Ltd. 、Micron Technology Inc .

XIAOMI held a press conference on 5G new products! Will bring two 5G mobile phones at a time

Fuhong Hanlin listed in Hong KongThe parent companies of the Ultimate fighting Championship and the Miss Universe pageant will land on the New York Stock Exchange.

Monday September twenty _ third

Key words:European Manufacturing PMI, American Manufacturing PMI, Uxin Ltd. Financial report

On Monday, major economic data will appear in Europe and the United States, and investors need to keep a close eye on a series of manufacturing PMI data to be released in the euro zone in September, includingInitial values of manufacturing PMI in France, Germany and euro zone in September. Manufacturing data in the euro zone have remained weak recently, with the Italian economy still having a lot of uncertainty, mainly due to weak productivity boosts and slowing economic growth.

In addition, investors need to focus onUs manufacturing data. A series of recent data indicate that the risk of a downturn in the US economy has increased, especially in the US manufacturing sector. Powell, chairman of the Federal Reserve, said recently that the uncertainty of US economic and trade policy is causing problems such as a global economic slowdown and weak US manufacturing and capital expenditure. Therefore, the manufacturing data will also have a greater impact on the market.

In terms of financial statements, China-listed stocks$Uxin Ltd. (UXIN.US) $The results will be announced before trading on Monday.

Japan has a supplementary day off on the autumnal equinox and the market is closed for one day.

Tuesday September twenty _ fourth

Key words:XIAOMI 5G new product press conference,Consumer confidence of the American Chamber of Commerce, NIO Inc. / Nike Inc Financial report

Tuesday,XIAOMI will hold a press conference on 5G new products.Brought two 5G mobile phones in one breath: XIAOMI 9 Pro 5G and XIAOMI MIX 5G era concept phones, as well as the new MIUI 11 system and the new XIAOMI TV. From the official picture, XIAOMI 9 Pro 5G still uses 2.5D glass fuselage, continuing the round shape of XIAOMI 9.

During the New York session, investors need to pay close attention to the performance of a series of economic data released by the United States, including9月The Conference Board Consumer confidence IndexSlightly more influential, the performance of these US data will have a direct impact on the short-term trend of gold prices.

In addition, in terms of central bank dynamics, there will beSt. Louis Federal Reserve Chairman Brad spoke on US economic and monetary policy

Financial report$BlackBerry (BB.US) $, Chinese stock$NIO Inc. (NIO.US) $The results will be released before the market, the world's largest sports shoes and clothing brand giant.$Nike Inc (NKE.US) $The results will be released after trading.

Wednesday September twenty _ fifth

Key words: new home sales data in the United States, Fuhong Hanlin listing

Wednesday,Shanghai Fosun Pharmaceutical split$Fuhong Hanlin-B (02696.HK) $Listing in Hong KongDark market on September 24th and listing on September 25th

Fuhong Hanlin is expected to become the first company to list on the Hong Kong Stock Exchange in September. Although the recent capital market is affected by a series of factors such as the Sino-US trade war and the local situation, Fuhong Hanlin, as a high-quality and innovative biopharmaceutical company, still has a high degree of attention and support from investors. According to the announcement, if the Fuhong Hanlin global offering is conducted at the final offering price of HK $49.60 per share, its market capitalization immediately after the completion of the global offering will be about HK $26.74 billion (assuming the over-allotment option has not been exercised).

During the New York session, investors focused onNew Home sales figures for August in the United StatesThe data will have an impact on the short-term trend of gold prices in the evening. Investors trading crude oil are still focused on changes in EIA crude oil inventories.

Thursday September twenty _ sixth

Key words:Us second quarter GDP final value, US existing home sales, Huawei Mate 30 official release, Accenture PLC / Micron Technology Inc financial report

Thursday,Huawei Mate 30 series will be officially released in China.The Mate30 series is Huawei's second 5G phone on the market, and it carries Huawei's latest Kirin 9905G SoC chip and integrates 5G baseband chips.

Everbright Securities pointed out that Huawei Mate 30 series is the world's first mobile phone with 5GSoC, and has many innovations in radio frequency, power supply and other aspects, which is expected to lead the trend of 5G replacement. In addition, in the case of domestic replacement trend, relevant supply chain companies will benefit.

Guotai Junan also targetedDomestic or potential suppliers of Huawei 5G handsetsIt has been combed, and the listed companies involved include:

Screen panel: TCL Group (Huaxing Optoelectronics), Jingfang A, Deep Tianma A

Equipment: large family of lasers, precision measuring electronics, Liande equipment

Screen module: Changxin technology; battery cell: Ningde era

BMS: Desai battery, Xinwanda

Precision structural components: Kodali

Battery module: Desai battery, Xinwanda

Camera module: O'Figuang

Camera lens: industrial USI, Crystal Optoelectronics

Infrared filter: Ofei light, crystal photoelectric

CMOS sensor: BYD

Digital Image processing: Hong soft Technology

Antenna: Xinwei Communications, Shubeid, Lixun Precision.

Thursday,Two new stocks will land on US stocks.Suppliers of financial services$Oportun Financial (OPRT.US) $, and the world's largest interactive fitness platform, known as the fitness world's Netflex$Peloton Interactive (PTON.US) $It will raise $100m and $1.1 billion respectively.

Financial report$Accenture PLC (ACN.US) $The results will be released before the US stock market.$Micron Technology Inc (MU.US) $It will be released after the disk.

Friday September twenty _ seventh

Keywords: us PCE Price Index in August, Michigan Consumer confidence in September, Endeavor Group listing

On Friday, the United States released another series of intensive economic data. Such as August PCE price index, August durable goods orders, Michigan consumer confidence, leading indicators, etc., the combined performance of these data will also bring large fluctuations to the market, investors should pay close attention.

In additionEndeavour Group, the parent company of the Ultimate fighting Championship and the Miss Universe pageant$Education Realty Trust, Inc. (EDR.US) $Will go on sale on Friday. Endeavour Group holding Co., Ltd., headquartered in Beverly Hills, California, USA, with 7000 full-time employees, is an entertainment company and the oldest and largest artist agency in the United States. Chinese artists include Zhang Ziyi, Zhang Liangying, Lu Chuan, Jackie Chan, Yi Jianlian, and Liu Yifei's brokerage contract expired in 2013, but his contract was renewed in 2017 after confirming her role in Walt Disney Company's live-action Mulan.

Endeavour Group Endeavor Group Holdings investment companies include: Coca-Cola Company, Starbucks Corp, General Motors Co, Swarovski, Hewlett-Packard and so on. Endeavour is expected to debut on the New York Stock Exchange on Sept. 27 at a price of $30 to $32, offering 19.4 million shares and raising $600 million.

Edit / emily

The translation is provided by third-party software.


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