FUTU Morning Post

Futu Morning News | Biden officially announces withdrawal from the 2024 US presidential election, endorsing Harris' candidacy for the presidential nomination; US stock index futures opened higher, with NASDAQ futures up 0.57%.

热点要闻

美国总统拜登宣布退出2024年总统大选，全力支持哈里斯获得总统候选人提名

当地时间7月21日，美国总统拜登宣布退出2024年总统大选。拜登当天在其个人社交媒体上发布的一封信中表示，他本打算寻求连任，但为了民主党和美国的最佳利益，他决定退出总统竞选，并将专注于完成他任期内的总统职责。在宣布退选后，拜登表示将全力支持和认可美国副总统哈里斯获得民主党总统候选人的提名。

另外，共和党总统候选人特朗普在拜登宣布退选后，简短地对媒体回应称，哈里斯可能要比拜登“更容易击败”。

拜登宣布退选，市场关注“特朗普交易”何去何从

在拜登宣布退选后，投资者面临的问题是，拜登已放弃竞选连任，是否还要坚持“特朗普交易”。Roundhill Financial对此表示，如果哈里斯能够给特朗普以实质性的冲击，那么应当预计波动会持续下去。然而，如果特朗普在民调中继续领先，投资者认为他的获胜不可避免，那么“特朗普交易”就会占据上风，波动性就会下降。

截至发稿，美股股指期货周一高开，纳指期货涨0.57%，标普500指数期货涨0.32%，道指期货涨0.18%。

经济学家们下调美国通胀预期、上调失业率预期，为美联储降息提供支持

媒体对经济学家的最新月度调查结果显示，经济学家们下调了对美国到2025年上半年的通胀预测，并预计失业率将略有上升，分析称相关预测有望推动美联储启动降息。经济学家们还认为，未来12个月美国出现经济衰退的可能性为30%，这一概率比他们一年前的预测低得多。

美股连跌别慌？瑞银“年内四度”上调目标价：标普500还能再涨7%！

瑞银今年第四次上调了该指数的目标价，该行现在预计标普500指数今年将收于5900点，这意味着该指数较当前水平还能再涨7%。此外，该行还为今年年底设定了6500点的牛市目标，这意味着潜在的上涨空间为18%。该行表示，由于利润增长、通货紧缩和人工智能投资，有利的市场环境仍然存在。

法兴银行：三季度是亚洲股市转折点，“中国交易”归来

法兴银行亚洲股票策略主管Frank Benzimra表示，自今年1月22日触底以来，MSCI中国指数已上涨24%，演绎了一场"无声牛市"。Benzimra认为，中国股市正步入战术性反弹的第三阶段，企业盈利开始出现积极信号，在全球其他市场估值日益昂贵的背景下，中国公司估值具有较强吸引力。

比特币突破68000美元

比特币突破68000美元/枚，为6月中旬以来首次。

美股复盘

三大股指集体收跌，标普纳指创三个月最大周跌幅；科技股走弱，特斯拉跌超4%，英伟达跌超2%

上周五，三大股指再次集体下跌，其中纳指、标普500指数均录得4月以来的最大单周跌幅。截至收盘，标普500指数跌0.71%，报5505点；纳斯达克指数跌0.81%，报17726.94点；道琼斯工业指数跌0.93%，报40287.53点。

科技巨头多数下跌，其中，英特尔跌超5%，特斯拉跌超4%，英伟达跌超2%，苹果、META微涨，微软、亚马逊、谷歌-A小幅下跌。

中概股也延续跌势，纳斯达克中国金龙指数跌1.01%，理想汽车跌超2%，阿里巴巴、蔚来跌近2%，京东跌0.08%，拼多多涨近1%，小鹏汽车涨超1%。

比特币继续冲高，加密货币概念股全线上涨

上周五，比特币突破67000美元，美股加密货币概念股全线上涨，$Bitdeer Technologies (BTDR.US)$涨超16%，$MicroStrategy (MSTR.US)$涨超14%，$Coinbase (COIN.US)$、$Iris Energy (IREN.US)$涨超10%，$Riot Platforms (RIOT.US)$涨近10%。

全球宕机引发暴跌之际，“木头姐”大手笔“抄底”CrowdStrike

周五，全球性IT系统瘫痪引发了市场动荡，其“始作俑者”网络安全公司$CrowdStrike (CRWD.US)$暴跌超11%，而著名投资人木头姐Cathie Wood却逆市抄底了CrowdStrike，其旗下方舟投资通过其ARKW和ARKF ETF逆势买入了价值约1324万美元的38595股CrowdStrike股票。

特朗普和CrowdStrike双重打击，特斯拉“黑色星期五”跌4%

先有特朗普放话威胁将撤除利好电动汽车行业的政策，后有网络安全公司CrowdStrike软件bug酿成的史上最大规模IT系统宕机，$特斯拉 (TSLA.US)$遭遇“黑色星期五”，周五盘中一度跌近5%，收跌约4%，抹平本月内大多数涨幅，收创7月2日以来新低。

获英伟达举牌！“最后一公里”机器人公司Serve Robotics一度暴涨近240%

近日，英伟达提交了一份13G报告显示，其目前拥有“最后一公里”机器人公司$Serve Robotics (SERV.US)$ 10%的股份。英伟达披露持股信息后，周五Serve Robotics股价暴涨，盘中一度暴涨近240%，创美国IPO以来最大盘中涨幅。

礼来官宣替尔泊肽在中国获批长期体重管理适应症

$礼来 (LLY.US)$周五宣布，国家药品监督管理局（NMPA）已批准了其研发生产的用于长期体重管理的穆峰达®（替尔泊肽注射液）的上市申请，这也是礼来肥胖治疗领域在中国获批的首个创新药物。截至周五收盘，礼来上涨1.01%，结束此前三天的连跌势头。

美太阳能巨头股价大跌，分析师警告公司破产在即

截至周五收盘，美国光伏制造商$SunPower (SPWR.US)$收跌55.01%，周累计下跌74.75%。最新股价0.679美元已经跌至“一美元退市制度”的警告门槛。古根海姆分析师们表示，SunPower很有可能“进入（破产）清算程序”，考虑到该公司积累的债务，这家公司的股权不再拥有任何价值。

美股成交额TOP20

港市前瞻

北水再买腾讯超8亿港元，卖出港交所超1亿港元

7月19日（周五），南下资金净买入港股61.24亿港元。

$盈富基金 (02800.HK)$、$腾讯控股 (00700.HK)$、$建设银行 (601939.SH)$分别获净买入11.27亿港元、8.41亿港元、3.77亿港元；

$香港交易所 (00388.HK)$、$中国宏桥 (01378.HK)$、$美团-W (03690.HK)$分别遭净卖出1.38亿港元、1.2亿港元、8,770万港元。

今日关注

关键词：中国一年期/五年期贷款市场报价利率

周一，经济数据方面，中国将公布一年期贷款市场报价利率、五年期贷款市场报价利率。

财经事件方面，国新办举行“推动高质量发展”系列主题新闻发布会，国家数据局局长刘烈宏出席介绍情况，并答记者问。

财报方面，$Verizon (VZ.US)$、$恩智浦 (NXPI.US)$将公布财报。

牛牛晨读：

获得成功之后往往会被胜利中昏头脑，这种时候尤其需要平静地思考。
——吉姆•罗杰斯

编辑/Somer

Hot news

US President Biden announces withdrawal from the 2024 presidential election and fully supports Harris to obtain the presidential candidate nomination.

On July 21st local time, US President Biden announced his withdrawal from the 2024 presidential election. In a letter he posted on his personal social media that day, Biden stated that he had intended to seek re-election, but for the best interests of the Democratic Party and the United States, he decided to withdraw from the presidential race and focus on fulfilling his presidential duties during his term. After announcing his withdrawal, Biden stated that he would fully support and endorse Vice President Harris to become the Democratic Party's presidential nominee.

In addition, Republican presidential candidate Trump responded briefly to the media after Biden announced his withdrawal, saying that Harris may be "easier to beat" than Biden.

Biden announces withdrawal, market focuses on the future of the "Trump Trade"

After Biden announced his withdrawal, the problem facing investors was whether to stick to the "Trump Trade" now that Biden had given up his re-election bid. Roundhill Financial stated that if Harris could give Trump a substantial impact, then volatility is likely to continue. However, if Trump continues to lead in the polls and investors believe that his victory is inevitable, then the "Trump Trade" will prevail and volatility will decrease.

As of press time, US stock index futures opened higher on Monday, with Nasdaq futures up 0.57%, S&P 500 futures up 0.32%, and Dow futures up 0.18%.

Economists lower US inflation expectations and raise unemployment rate expectations, providing support for the Fed's rate cut

The latest monthly survey results from economists show that economists have lowered their inflation forecasts for the first half of 2025 and expect the unemployment rate to rise slightly, and analysts believe that the relevant forecasts are expected to push the Fed to start cutting interest rates. Economists also believe that the probability of a recession in the US in the next 12 months is 30%, much lower than their forecast a year ago.

Don't panic over the continuous decline of US stocks? UBS Group raised the target price for the fourth time this year: the S&P 500 can still rise by 7%!

UBS Group has raised the target price of the index for the fourth time this year, and now expects the S&P 500 index to close at 5900 points this year, which means that the index can rise another 7% from its current level. In addition, the bank has set a bullish target of 6500 points for the end of this year, which means a potential upside of 18%. The bank said that due to profit growth, monetary tightening, and AI investment, a favorable market environment still exists.

Credit Suisse: Q3 is a turning point for Asian stocks, and "trading with China" is back

Frank Benzimra, head of Credit Suisse's Asia equity strategy, said that since hitting bottom on January 22nd this year, the MSCI China Index has risen 24% and staged a "silent bull market". Benzimra believes that the Chinese stock market is entering the third stage of tactical rebound, with positive signals in corporate profits. Against the background of increasingly expensive valuations in other global markets, Chinese company valuations are attractive.

Bitcoin breaks through $68,000

Bitcoin breaks through $68,000/coin for the first time since mid-June.

Gamestop's surge has dramatically narrowed, with the trading platform considering unplugging the internet of US retail investors.

The three major stock indexes fell collectively, with the Nasdaq and S&P 500 both posting their largest weekly declines since April; tech stocks weakened, with Tesla down more than 4% and Nvidia down more than 2%.

On Friday, the three major stock indices fell collectively, with the Nasdaq and S&P 500 both recording their largest weekly decline since April. At the close, the S&P 500 index was down 0.71% at 5505 points, the Nasdaq index was down 0.81% at 17726.94 points, and the Dow Jones Industrial Average was down 0.93% at 40287.53 points.

Most tech giants fell, with Intel down more than 5%, Tesla down more than 4%, Nvidia down more than 2%, Apple and META up slightly, and Microsoft, Amazon, and Google-A down slightly.

Chinese concept stocks continued to fall, with the Nasdaq Golden Dragon China Index down 1.01%, Li Auto down more than 2%, Alibaba and Nio down nearly 2%, JD.com down 0.08%, Pinduoduo up nearly 1%, and Xpeng up more than 1%.

Bitcoin continues to rise, cryptos concept stocks rise across the board

Last Friday, Bitcoin broke through $67,000, and US stocks and cryptos concept stocks rose across the board.$Bitdeer Technologies (BTDR.US)$rising by more than 16%,$MicroStrategy (MSTR.US)$rose more than 14%,$Coinbase (COIN.US)$,$Iris Energy (IREN.US)$rose more than 10%,$Riot Platforms (RIOT.US)$rose nearly 10%.

During the global downtime, 'Wood Sister' took a big bet and bought CrowdStrike on the dip.

On Friday, the global IT system paralysis caused market turmoil, and the cybersecurity company was the instigator.$CrowdStrike (CRWD.US)$Despite a drop of over 11%, famous investor Cathie Wood, also known as 'Wood Sister', bought into CrowdStrike on the dip, buying approximately 38,595 shares worth about $13.24 million through her ARKW and ARKF ETFs.

Double blow from Trump and CrowdStrike, Tesla fell 4% on Black Friday.

First, President Trump threatened to revoke bullish policies towards the electric autos industry; and later, the bug in CrowdStrike software caused the largest IT system downtime in history.$Tesla (TSLA.US)$Experiencing a 'Black Friday,' the stock plummeted nearly 5% at one point during Friday's trading and closed down about 4%, wiping out most of its gains for the month and hitting a new low since July 2nd.

Serve Robotics, a 'last-mile' robotics company, soared nearly 240% after receiving a stake from Nvidia.

Recently, NVIDIA submitted a 13G report showing that it currently holds a 10% stake in Siasun Robot&Automation, the 'last mile' robot company.$Serve Robotics (SERV.US)$After NVIDIA disclosed its holdings, Serve Robotics' stock price soared on Friday, with a surge of nearly 240% at one point, marking the largest intraday gain in the US IPO since it went public.

Eli Lilly and Co announced that it has obtained long-term weight management indication approval for Tirzepatide in China.

$Eli Lilly and Co (LLY.US)$On Friday, the National Medical Products Administration (NMPA) approved the listing application of Tirzepatide (Injected), a product developed and produced by Lilly, for long-term weight management, which is the first innovative drug approved for obesity treatment in China. As of Friday's close, Lilly was up 1.01%, ending a three-day losing streak.

Shares of US solar energy giant SunPower plunged and analysts warned that the company was on the brink of bankruptcy.

As of Friday's closing, the US solar manufacturer's stock fell by 55.01%, down 74.75% for the week. The latest stock price of $0.679 has fallen below the warning line for the 'one-dollar delisting system.' Analysts at Guggenheim say SunPower is likely to 'enter (bankruptcy) liquidation proceedings,' and considering the debt the company has accumulated, the company's equity is worthless.$SunPower (SPWR.US)$Northbound funds again bought more than HKD 0.8 billion in Tencent shares and sold more than HKD 0.1 billion in HKEX shares.

If you want to play this game, you must believe in yourself and your judgment.

BeiShui crazily bought China Mobile for nearly HKD 1.8 billion and sold Tencent for about HKD 200 million. On Monday (June 3rd), Southbound funds net purchased HKD 3.4 billion of Hong Kong stocks.

On July 19th (Friday), southbound funds bought a net of HKD 6.124 billion of Hong Kong stocks.

$China Construction Bank Corporation (601939.SH)$

$TRACKER FUND OF HONG KONG (02800.HK)$,$TENCENT (00700.HK)$,$China Construction Bank Corporation (601939.SH)$Received net sales of HKD 0.138 billion, HKD 0.12 billion, and HKD 87.7 million respectively.

$HKEX (00388.HK)$,$CHINAHONGQIAO (01378.HK)$,$MEITUAN-W (03690.HK)$Net sales of HKD 0.138 billion, 0.12 billion, and 87.7 million, respectively.

The company's overall sales volume in 2023 was 18,000 kiloliters, with a year-on-year increase of 28.10%, indicating significant growth. In terms of product structure, the operating income of products worth 10-30 billion yuan were 401/1288/60 million yuan respectively.

Keywords: China's one-year/five-year loan market quotation interest rate

On Monday, in terms of economic data, China will announce the one-year loan market quotation interest rate and the five-year loan market quotation interest rate.

In terms of financial events, the State Council Information Office will hold a series of themed press conferences on 'Advancing High-Quality Development.' The director of the National Bureau of Statistics, Liu Liehong, will attend and introduce the situation, as well as answer questions from reporters.

Regarding financial reports,$Verizon (VZ.US)$,$NXP Semiconductors (NXPI.US)$Will release financial report.

Futubull Morning News:

After achieving success, people tend to lose their minds in victory and it is especially important to think calmly at such times.
Jim Rogers

Editor/Somer

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.