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坐不住了?特朗普急了:火速公布疫苗大消息;刺激计划僵局难解,美股全面走弱

Can't sit still? Trump is in a hurry: big vaccine news is announced quickly; the impasse in the stimulus plan is difficult to resolve, and US stocks are weakening across the board

中国基金报 ·  Aug 12, 2020 08:06  · Trending

Author: Li Di

Trump is in a hurry: quickly hold COVID-19 Vaccine briefingJust announced a large order for vaccine purchase.

Trump was in a hurry after the good news from both Chinese and Russian vaccines.

Yesterday, Russia announced the registration of the first COVID-19 vaccine, and two Chinese laboratories signed an agreement with the Mexican government.

On the same day, Kelly Ann Conway, a senior adviser to US President Donald Trump, said Trump would be briefed on COVID-19 's vaccine work later on the 11th local time and may inform the outside world of the latest developments.

This morning Beijing time, Trump told the outside world that he had met with the head of the vaccine research and development group and reached an agreement with Moderna Inc to purchase 100m doses of the vaccine. And it is clearly difficult to compare these news with the good news from Russia.

Us President Donald Trump announced on Tuesday that he had reached an agreement with Moderna Inc to purchase 100m doses of vaccine.The US government will buy 100m doses of Moderna Inc's experimental novel coronavirus vaccine, which is currently in later human trials.

Moderna Inc said the deal for its vaccine mRNA-1273, worth $1.525 billion, would give the federal government the option to buy up to 400m additional doses. The U.S. government has invested $955 million in the development of Moderna Inc vaccine, bringing the total investment to $2.48 billion, the company said in a press release on Tuesday.

The US government's deal with Moderna Inc follows similar agreements with pharmaceutical giants Pfizer Inc and Johnson & Johnson for a potential novel coronavirus vaccine.

Moderna Inc's shares rose nearly 12% in after-hours trading after the news, and the company closed down 4.22% at $68.97 on Tuesday.

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Yesterday, US Health and Human Services Secretary Azar said of the Russian COVID-19 vaccine, the focus is not to be the first to develop a vaccine, but to ensure that the vaccine is safe and effective.

While Trump's plan to launch a vaccine before the election was slapped by some experts, Dr. Peter Hortz, a vaccinist at Baylor Medical School, said bluntly: "it's impossible. There's no way to do it." "

The "impasse" of the stimulus package is difficult to solve.Us stocks weakened across the board, with the Nasdaq plunging 1.69%

The new stimulus package, which has attracted the attention of the market, is deeply divided.

Last night, Senate majority Republican leader Mitch McConnell said White House negotiators did not discuss a new round of anti-epidemic aid with congressional Democratic leaders on Tuesday.

Stimulated by Trump's news of cutting capital gains tax and middle-income payroll tax, US stocks got off to a good start, but after McConnell's comments, US stocks opened higher and fell lower, accelerating the dive in late trading. All three major stock indexes closed down, with the S & P 500 ending eight straight gains and the Nasdaq down 1.69%.

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Technology stocks continued their weak trend, seriously dragging down the Nasdaq. Apple Inc fell 3%, Microsoft Corp and Facebook Inc fell more than 2%, and Alphabet Inc-CL C fell 1%. Among other hot technology stocks, Zoom fell more than 7% and Tesla, Inc. fell more than 3%.

Tesla, Inc. announced the company's stock split five plans after trading, and the share price soared in after-hours trading, rising more than 8% at one point.

At one point, Gao Tong rose more than 5%, and the US Court of Appeals for the Ninth Circuit overturned the ruling on Qualcomm Inc in the FTC antitrust lawsuit, and the judge held that Qualcomm Inc's licensing activities were not anti-competitive.

As they lagged behind Russia in the "vaccine competition", U. S. anti-epidemic stocks fell sharply.

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Biontech, a vaccine star stock that doubled during the year, fell 7 per cent.

As gold and silver prices plunged, the share prices of precious metal producers also fell. Pan American silver (PAAS) fell by more than 11.6%, Yamana gold fell by more than 9.9%, and Barrick gold fell 8.6%. The iShares Silver Trust (SLV) fell about 13.6%, and the SPDR Gold Shares fell nearly 5.4%.

Boeing Co shot high and fell, with an intraday earthquake of more than 6 per cent and a drop of nearly 1 per cent after the session.

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Last night, Boeing Co released commercial aircraft orders and delivery data for July. Boeing Co recorded no new commercial aircraft orders that month, while 43 737 Max orders were directly cancelled. Boeing Co has been canceling more orders than new orders for six months in a row.

In addition, sharing economy giant Airbnb was revealed last night that it plans to secretly submit its IPO application in August.

Made a profit of one trillion yen in the second quarter.SoftBank Howe spends tens of billions of dollars to enter the secondary market

The giant with a market capitalization of 13 trillion yen began to set up the secondary market, selling tens of billions of dollars.

Son Masayoshi, founder of Softbank Corp. Group, said he was setting up an asset management company to invest in publicly traded stocks, including the world's largest technology company, Bloomberg reported yesterday. After the establishment of the Vision Fund, son began to invest heavily in the secondary market.

Son said the asset management company will have about $555 million in capital and has already begun to invest, including FAANG, the five US technology giants Apple Inc, Facebook Inc, Amazon.Com Inc, Netflix Inc and Alphabet Inc-CL C; he will own 33 per cent of the company.

According to foreign media, Softbank Corp. 's company may have made an investment of more than 10 billion US dollars, and the current scale far exceeds the initial position that son revealed to shareholders on Tuesday, perhaps as high as tens of billions of US dollars. Foreign media quoted insiders as saying that Softbank Corp. 's investment adopted a financing structure that could avoid public records showing him as a direct shareholder. A spokesman for Softbank Corp. declined to comment on the news.

"like band conductors, we are promoting the information revolution. This is the purpose of our company. As an investment company, we need to study a variety of angles and areas. But our focus is still on the enterprises that drive the information revolution, "says son.

Earlier in the day, Softbank Corp. released his results for the second quarter of this year. Softbank Corp. 's profits rebounded wildly in the second quarter after a huge loss of one trillion yen in the first quarter. According to the financial report, the group's net profit from April to June (the first quarter of fiscal year 2020) was 1.2557 trillion yen (82.2 billion yuan), up 11.9 percent from the same period last year. From January to March this year, Softbank Corp. suffered a huge loss of more than 14000 billion yen.

In the second quarter, Softbank Corp. 's investment business earned 983 billion yen. Among them, Softbank Corp. recorded a profit of 421.9 billion yen in the current quarter through the partial sale of T-Mobile shares; in addition, the investment fund business, mainly Softbank Corp. Vision Fund, also achieved an income of 296.6 billion yen in the second quarter, including realized investment exit gains and a rebound in the valuation of the invested companies on their books.

In addition, as of August 3, Softbank Corp. Group had completed a fund-raising plan of 4.3 trillion yen by selling shares in US mobile communications giant T-Mobile and using BABA's stock options to raise funds.

Biden officially announced his running mate.Its tax increase policy may put pressure on the stock market.

Democratic candidate Joe Biden in the 2020 US election announced on social media that California Senator Kamala Harris (Kamala Harris) was selected as his running mate after local time on Tuesday.

Harris, an African-American and Indian-American, once served as attorney general of San Francisco and attorney general of California, and was successfully elected to the Senate in 2016, becoming the first Indian-American and second African-American female senator in the U.S. Senate.

Biden said Harris worked closely with the federal government to deal with big Wall Street banks, support the working class, and protect women and children from abuse when he was attorney general.

Last year, in the Democratic primary, Harris proposed a "universal health care" system and proposed a new tax on stocks, bonds and derivatives trading. This position is at odds with Trump's intention to cut taxes and is not conducive to the overall trend of the stock market.

There are also voices in the market that the market has long expected Harris to be Biden's running mate, which also contributed to the decline of U. S. stocks to some extent.

The market is up, but it's still hard to make money?Actively managed funds achieve the worst performance in two years

The latest data from the US fund market are staggering, and even if the market goes up, most funds still seem to struggle to get excess returns.

In July, u.s. stocks rose as a whole, with the s & p 500 up 5.51%, while investors did not generally make money.

In July, US active funds posted their worst performance in two years, with only 28 per cent of large active funds outperforming benchmarks, according to the latest data. In the first half of this year, the proportion was 48%. 'The market imbalance is the core of the problem, 'said Savita Subramanian, a strategist at Bank of America Corporation.

'This is a polarized environment, and the only obvious winner is technology, 'said KatyKaminski, chief strategist at AlphaSimplex Group.

Recently, the upside of US stocks has been mainly driven by technology stocks, so it is often difficult for any fund with underallocated technology stocks to outperform the benchmark.

Edit / Viola

The translation is provided by third-party software.


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