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富途早报 | 蔚来高管回应高瓴清仓!海底捞部分恢复营业

Futu Morning Post | NIO executives respond to Gao Lin's clearance! Part of Haidilao resumed business

富途资讯 ·  Feb 17, 2020 08:21  · Exclusive

Us stocks are closed today! 1933 new confirmed cases were reported in Hubei on the 16th, with a total of 58182 cases reported by COVID-19; Tesla, Inc. resumed delivery of the domestic version of Model 3 at the Shanghai factory, with a weekly production capacity of 3000 vehicles; and nearly 40 per cent of Anta stores have resumed business.

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Hot news

  • There were 1933 new confirmed cases and 1016 new discharges in Hubei on the 16th.

Hubei Provincial Health Commission: from 0 to 24:00 on February 16, 2020, there were 1933 new confirmed cases of COVID-19 in the province. As of 24:00 on February 16, 2020, a total of 58182 cases of COVID-19 have been reported in Hubei Province.

  • Use it for free! The national network cloud platform for primary and secondary schools is launched today.

In order to ensure the smooth flow of students' online learning network, the Ministry of Industry and Information Technology$Baidu, Inc. (BIDU.US) $$BABA-SW (09988.HK) $, China Telecom Corporation, China Mobile Limited, China Unicom, Netcom, Huawei and other enterprises provide comprehensive technical support, coordinating 7000 servers and 90T bandwidth for 50 million students to use online at the same time.

  • The previous value of "terrorist data" has been revised down.

Overall US retail sales rose 0.3 per cent in January, revised down from 0.3 per cent to 0.2 per cent. Clothing store sales fell the most since 2009, but car sales rebounded 0.2 per cent and building materials store sales rose 2.1 per cent.

  • The United States considers tax breaks to encourage Americans to speculate in stocks.

According to CNBC, the White House is considering new tax cuts to encourage American households to invest in the stock market, such as a $10, 000 tax-free investment quota for households earning no more than $200000.

Photo Source: Pexels

  • General Administration of Customs: lifting restrictions on imports of Poultry and Poultry products in the United States

The General Administration of Customs issued 10 measures on the 16th to support foreign trade enterprises to resume production and promote the steady growth of foreign trade. Restrictions on the import of poultry and poultry products from the United States will be lifted and imports of poultry and poultry products from the United States that meet the requirements of Chinese laws and regulations will be allowed, the notice said.

  • Qiaoshui continues to increase its positions in China.

Qiaoshui position report shows that Qiaoshui significantly reduced its holdings of three emerging market ETF in the fourth quarter, reducing a total of more than 30 million shares. At the same time, the total holdings of the two China-related ETF in the combination increased by 137200.

  • Haitong: CPI is expected to remain at 5.4% in February compared with the same period last year.

Haitong pointed out that CPI rose sharply to 5.4% in January from a year earlier, the highest level since October 11. Pig prices have rebounded slightly since February, fruit prices have been basically stable, but vegetable prices have continued to rise, and CPI is expected to remain at 5.4 per cent year-on-year in February.

Review of US stocks

  • Us stocks were mixed last week, but they are closed today.

In terms of US stocks, the market is worried that the COVID-19 epidemic will have a certain negative impact on the global economy in the medium to long term. Us stocks repeatedly fell lower on Friday, with the Dow falling more than 100 points at the end of the day, and the stock index pulled up in late trading. In addition, U. S. stocks are closed today because of President's Day in Washington.

Data sources:Futu Securities >

  • Tesla, Inc. resumes delivery of domestic version of Model 3 in Shanghai factory

The weekly production capacity can reach 3000 vehicles. Due to$Tesla, Inc. (TSLA.US) $For order-to-order production, this capacity depends on the car ordering demand of domestic consumers. In addition, Tesla, Inc. will synchronize part of the third-party charging station information.

  • New York no longer opposes the T-Mobile-Sprint merger

New York State Attorney General Leticia James says her office will close the court's response to$T-Mobile US Inc (TMUS.US) $$Sprint (S.US) $The New York state government will not appeal against the judge's approval of the deal over questions about the 2018 merger agreement.

  • Alphabet Inc-CL C says the EU's $2.6 billion fine is designed to catch people's eyes.

$Alphabet Inc-CL A (GOOGL.US) $Last week, it filed a request to Europe's second highest court to reject the $2.6 billion fine imposed on Alphabet Inc-CL C by EU antitrust authorities, saying the inflated amount had no factual or legal basis and was only "eye-catching".

  • Buffett reduced his stake in Apple Inc stock again in the fourth quarter of 2019.

Warren Buffett $BRK.A.US $bought shares in Kroger and Biogenetics in the fourth quarter of 2019, but the investment legend again reduced his holdings of $Apple Inc (AAPL.US) $and $Wells Fargo & Co (WFC.US) $.

Photo Source: Pexels

  • NIO Inc. senior executives responded by the clearance of Hillhouse Capital.

As of December 31, 2019, Hillhouse Capital no longer holds a stake in NIO Inc. Automobile. Hillhouse used to be$NIO Inc. (NIO.US) $The third largest shareholder. "this is a normal phenomenon," said a senior NIO Inc. executive. Business is business, and investors' ideas are understandable. "

  • IQIYI, Inc. responded to the crash of App: normal use has been restored.

$iQIYI, Inc. (IQ.US) $"on the evening of February 16, some users reported that iQIYI, Inc. App could not provide services normally, so we immediately launched an emergency investigation and are currently making every effort to solve the technical problems that led to abnormal playback," he said. We apologize for the inconvenience caused to you. "

The Prospect of Hong Kong City

  • February 14, a net inflow of southbound capital of HK $3.556 billion

Data sources:Futu Securities >

Last week, the net inflow of southbound capital reached HK $24.02 billion, with a net inflow of HK $15.656 billion from Hong Kong Stock Connect (Shanghai) and HK $8.364 billion from Hong Kong Stock Connect (Shenzhen).

  • Anta: nearly 40% of the stores have resumed business

$ANTA Sports Products (02020.HK) $It said that nearly 40 per cent of the stores under Chinese mainland brands had resumed business as of February 14, 2020. It is expected that the business affected by the epidemic will recover as soon as the second half of the year, and some employees will not be able to return to work as scheduled.

  • Some stores in Haidilao International Holding, Beijing, Shanghai and other places are opening one after another.

February fifteenth$Haidilao International Holding (06862.HK) $Delivery announced via the official Wechat that some stores in Beijing will reopen on Feb. 15, some in Shanghai will reopen on Feb. 16, and some in Xi'an, Shenzhen and Nanjing will open on Feb. 17.

  • WeCom opens the function of "customer moments".

Tencent (00700.HK) $WeCom officially announced the opening of a shortcut to communicate with Wechat, enterprises and individuals can download WeCom free of charge, without official certification, you can use WeCom's "customer base", "customer moments" and other functions.

  • Morgan Stanley downgraded Semiconductor Manufacturing International Corporation

Morgan Stanley: will$Semiconductor Manufacturing International Corporation (00981.HK) $The rating was downgraded to a low profile with a target price of HK $14.50.

  • XIAOMI and Meituan denied and clarified "applying for special re-loan for anti-epidemic".

The application for anti-epidemic special re-loan for the spread of the Internet.$XIAOMI Group-W (01810.HK) $Meituan comments-W (03690.HK) $Are denied and clarified. The relevant authorities of the central bank further indicated that if XIAOMI and Meituan do need loans because they are involved in the prevention and control of the epidemic, the banks will certainly provide loan support.

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  • Evergrande plans to launch the largest discount home purchase activity in history on February 18.

$China Evergrande Group (03333.HK) $Vice president in charge of marketing: due to the impact of COVID-19 's epidemic, sales have been hit. In response to Evergrande's plan to buy houses with huge discounts, we do not rule out the possibility of selling other real estate enterprises, cars and other commodities through its Hang Fang Tong in the future.

Focus today

Key words: us stock president's day off arrangement, Unilever financial report

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