share_log

美股前瞻 | 人造肉卷土重来,聚美优品溢价15%再提私有化

US stock outlook | Artificial meat is making a comeback, and Jumei Premium is privatized at a 15% premium

富途资讯 ·  Jan 13, 2020 21:18

After weeks of delay, the impeachment case will be submitted to the Senate, and Trump will welcome the trial moment; Zhang Chaoyang: Sohu.com Ltd has no plans to return to Hong Kong stock listing; Taiwan Semiconductor Manufacturing Co Ltd won all Apple Inc's A14 processor orders.

2020011001936936d9f686a87fe.png

Global macro

  • After weeks of delay, the impeachment will be submitted to the Senate. Will Trump welcome the trial time?

After weeks of wrangling between the Democratic and Republican parties over the impeachment process, House Speaker Nancy Pelosi said she would determine when to deliver the charges to the Senate on the 14th and warned Republicans that they would pay a political price for refusing to allow witnesses to attend the trial. The Senate is expected to usher in an impeachment clause this month, while US President Donald Trump is expected to face trial on impeachment charges in the Senate.

  • The offshore RMB broke 6.90, up nearly 3000 basis points in the past three months.

The offshore renminbi broke through the 6.90 barrier against the dollar, the highest since August last year, and the exchange rate has risen nearly 3000 points, or more than 4 per cent, since September last year.

  • The Fed is on hold for the moment, but the next step may be to cut interest rates

Minneapolis Federal Reserve Bank President Kashkari told the media that US monetary policy will remain on hold for the time being, but given the signs that the economy may weaken, the Fed's next step is likely to be to cut interest rates.

20200113019412251e3c0435280.jpg

Photo: federal Reserve

  • Us sanctions against Iran spread to Chinese companies, and China urges the US to immediately stop its erroneous practices.

In response to the announcement by the United States of new sanctions against Iran, Chinese Foreign Ministry spokesman Geng Shuang said at a regular press conference in Beijing on the 13th that China called on all parties to take concrete actions to "cool" the situation in the Middle East and Gulf region. At the same time, he stressed that China urges the United States to immediately stop the erroneous practice of imposing sanctions on Chinese enterprises.

  • The president of Iran has signed: the "severe vengeance" bill comes into effect!

The Iranian president signed the "severe vengeance" bill on the 13th local time, instructing relevant organizations to implement the bill. Earlier, the Iranian parliament approved the "severe vengeance" bill. The bill includes three emergency measures, an amendment to the bill previously approved on April 23, 2019. At that time, three emergency measures bills designated the United States Central Command as a terrorist organization in retaliation for the United States' listing of Iran's Islamic Revolutionary Guard as a terrorist organization.

2020011301941229ace128885d3.jpg

Photo Source: pixabay

  • Us Treasury Secretary Nuchin: managed to cut off 95% of Iran's crude oil revenue

Us Treasury Secretary Nuchin said Washington had managed to cut off 95 per cent of Iran's crude oil revenues, with the goal of completely cutting off the country's crude oil revenues in order to stop its "bad behaviour".

  • European stocks generally rose.

Most European stock markets rose. Germany's DAX index rose 0.1% to 13494.17. The FTSE 100th index rose 0.58 per cent to 7630.47. France's CAC40 index rose 0.3% to 6055.04. Italy's FTSE MIB index fell 0.2% to 23982.98.

Hot news

  • Us stock index futures strengthen, US stocks are expected to hit an all-time high

Dow futures rose 115 points, or 0.4%, to 28892; s & p 500 futures rose 0.37% to 3276.75; and Nasdaq 100 index futures rose 0.5% to 9023. Chinese stocks rose sharply before trading, with BABA up 2.1%, JD.com up 1.25%, Pinduoduo 1.95%, Baidu, Inc. 1.7%, Tencent Music 3.04%, NIO Inc. 8.3% and Jumei 8.3%.

Source: Futuo Niuniu

  • Zhang Chaoyang: Sohu.com Ltd has no plans to return to Hong Kong stock listing

For$Sohu.com Ltd (SOHU.US) $Whether or not there is any plan to return to the listing of Hong Kong stocks, Zhang Chaoyang, chairman and chief executive officer of Sohu.com Ltd, said in an interview on the evening of January 13 that Sohu.com Ltd had no such intention. The privatization process of Changyou under Sohu.com Ltd is still in progress, but it cannot be evaluated.

  • Subsidies will not decline substantially. NIO Inc. rose nearly 6% before trading, and Tesla, Inc. rose by more than 2%.

$Tesla, Inc. (TSLA.US), $$NIO Inc. (NIO.US) $The share prices of the two major new energy carmakers were strong before trading. As of press time, NIO Inc. rose 5.98% before trading, and Tesla, Inc. rose 2.06% before trading. On the face of the news: Miao Wei, minister of industry and information technology, said that this year's subsidy policy for new energy vehicles will remain relatively stable and will not decline significantly.

logo

Source: Futu Securities

  • Taiwan Semiconductor ManufacturingTake down all Apple IncA14Processor orders, up 2.62% before trading

According to reports,$Taiwan Semiconductor Manufacturing Co Ltd (TSM.US) $The yield of trial production in 5nm process is more than 80%. At the same time, Apple Inc A14 processor uses Taiwan Semiconductor Manufacturing Co Ltd 5nm technology and will begin mass production by the end of the second quarter of 2020. People in the supply chain said that Apple Inc contracted 2/3 of Taiwan Semiconductor Manufacturing Co Ltd's 5nm production capacity.

  • Jumei rose 8.32% before trading, and Chen ou plans to privatize at a premium of about 15%.

$Jumei (JMEI.US) $The company's board of directors received an offer from a group of buyers headed by founder Chen ou to buy shares not yet held by the group at a price of $20 / ADS, a premium of about 14.74 per cent to Jumei's closing price on the most recent trading day, according to a notice.

  • Tencent Music and Douyin reached a sub-authorized cooperation.

Douyin vs.$Tencent Music (TME.US) $Music sublicense cooperation was reached at the end of 2019. Tencent Music and Douyin have officially begun an official linkage, according to people familiar with the matter. In addition, Tencent Music's copyrighted songs will also be licensed to Douyin.

  • Musk released a new video: Tesla, Inc. will soon learn to speak

According to foreign media reports$Tesla, Inc. (TSLA.US) $CEO Elon Musk (Elon Musk) posted a video on Sunday, claiming that Tesla, Inc. will speak "very soon". "if you like, Tesla, Inc. will talk to people soon, which is true. "

Photo Source: twitter

  • Microsoft Corp will formally stop supporting Win7

$Microsoft Corp (MSFT.US) $According to the official website, support for Windows 7 will be terminated on January 14, 2020. After that, Windows 7 can continue to start and run, but computers running Windows 7 will not be able to get subsequent updates and technical support, including new security updates.

  • Artificial meat Beyond Meat made a comeback, rising more than 4% before trading.

Recently, artificial meat$Beyond Meat (BYND.US) $The market rebounded, rising 17.91% last Thursday and Friday (January 9-10). Beyond Meat continued to push ahead of Monday's trading, rising 4.4% to $96.07 as of press time.

Source: Futuo Niuniu

  • Us Treasury Secretary: Boeing Co crisis will reduce US GDP growth this year by half a percentage point

Us Treasury Secretary Mnuchin said$Boeing Co (BA.US) $The crisis is likely to reduce US GDP growth by about half a percentage point in 2020, but the economy should still grow by about 2.5 per cent this year.

  • Ford Motor2019Annual sales in China fell by 1/4, the third consecutive year of decline.

$Ford Motor (F.US) $Sales in China fell 26.1 per cent year-on-year to 567854 vehicles in 2019, it said on Monday. In the fourth quarter of last year, Ford sold 146473 vehicles in China, down 14.7 per cent from a year earlier. Ford's rival gm also released sales figures in china last week, which fell 15 per cent year-on-year to 3.09 million vehicles in 2019.

  • Walmart Inc confirms dismissal of India56Administrative staff, including8Top executives

$Walmart Inc (WMT.US) $Clichy Iyer, president and CEO of the Indian subsidiary, confirmed on Monday that the company had fired 56 executives, including eight. Mr Iyer said previous reports that the company would make another round of layoffs in April were groundless. It follows news that Walmart Inc's Indian subsidiary plans to cut more than 100 administrative staff and plans a second round of layoffs in April.

Financial and economic notice

23:00 Canada to January 10 National Economic confidence Index 21:30 US unemployment rate in December

23:00 Conference Board Employment trend Index for December

Edit / Edward

08.pngWhen the New year's fortune arrives, Niuniu gives you a big gift!

You are cordially invited to participate in the user experience questionnaire

Dear Niu friends, in order to provide you with better service, I hope you can take 3 minutes to tell us your suggestions and feelings, we will attach great importance to the valuable opinions of each user!

Poke links to participate in user experience survey activities:

Https://question.futunn.com/#/experience-questionnaire

After the end of the surveyYou will have the opportunity to draw 88-1088 points.~ in additionWe will also select the 10 most valuable feedbackTo give you extra gifts, rich rich peripheral gift bags! Look forward to your participation!

The right of final interpretation of this activity belongs to Futu Information.

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.
    Write a comment