share_log

一周前瞻 | 华尔街金融巨头拉开Q1财报季大幕;鲍威尔周内两次登台将发言

Weekly outlook | Wall Street financial giants kick off the Q1 earnings season; Powell will speak twice during the week

富途資訊 ·  Apr 11, 2021 18:04  · Exclusive

01.png

Major financial events:

  • Q1 earnings season is coming: financial giants such as Morgan Stanley, Goldman Sachs Group, Wells Fargo & Co, Citigroup, Bank of America and Blackrock are the first to release the list, as well as Taiwan Semiconductor Manufacturing Co Ltd, Canaan Inc, Fuyao Glass Industry Group, Zijin Mining Group …

  • There are many trends in star stocks: more than 10 enterprises, including Taiwan Semiconductor Manufacturing Co Ltd, attended the White House Enterprise Chip Summit. NVIDIA Corp GTC 2021 was held for 4 days. Bilibili Inc. will officially receive the Hang Seng Composite Index and Hang Seng Internet Technology Index, XPeng Inc. P5 new car debut.

  • Heavy financial data attack: China March M2, China first quarter GDP …

  • Hong Kong-US stock market IPO:Coinbase listed directly on Wednesday, Tucson listed on Thursday in the future, Trip.com-S dark market on Friday.

  • There are a lot of high-level events: Powell will speak on Monday and Thursday, a number of Fed officials will appear frequently, and the annual meeting of the Boao Forum for Asia opens on Sunday.

Monday April twelfth

Key words: China March M2, Powell speech, White House Enterprise Chip Summit, BABA teleconference, Invid online event, Canaan Inc Financial report

There are a lot of events on Monday, and investors can follow that Federal Reserve Chairman Powell will attend the CBS program, and the US Senate will push forward the consideration of Gary Gensler as chairman of the Securities and Exchange Commission.

According to foreign media reports, the White House hosted the Enterprise Chip Summit on Monday, and Biden's top economic and national security advisers will receive CEO from more than a dozen companies to discuss the government's $2.25 trillion infrastructure plan and the global semiconductor shortage. Companies invited to attend include General Motors Co, Ford Motor, Alphabet Inc., Micron Technology Inc,$Taiwan Semiconductor Manufacturing Co Ltd (TSM.US) $、 AT&T Inc Inc. And Samsung Electronics.

According to media reports, the US president's special envoy on climate issues John Kerry will visit China this week (no specific date is available), becoming the first senior official of the Biden administration to visit China; the summit between Japanese Prime Minister Suga Yiwei and US President Joe Biden will be held in Washington on April 16 local time.

Star Company activities include:

$BABA (BABA.US) $/$BABA-SW (09988.HK) $The investor relations network shows that there will be a conference call at 8:00 on Monday, and market sources say the call will discuss the decision on administrative penalties.

NVIDIA GTC 2021 will be held online on April 12-16$NVIDIA Corp (NVDA.US) $CEO and founder Huang Renxun will be released at 9: 00 a.m. on Tuesday, April 13.Keynote speech. GTC participants will be able to explore breakthroughs in areas such as AI, data centers, graphics, accelerated computing, intelligent networks, and more.

Tuesday April thirteenth

Key words: China's March trade account, US monthly CPI rate after March quarterly adjustment

There were fewer events on Tuesday, focusing on two economic data: China's March trade account and the monthly rate of CPI after the March quarterly adjustment in the United States.

Wednesday April fourteenth

Key words: Bilibili Inc. officially accepted Hang Seng Composite Index & Hang Seng Internet Technology numbers, XPeng Inc. P5 new car unveiled press conference, Xiaomo / Goldman Sachs Group / Wells Fargo & Co financial report, Coinbase direct listing

big

$JPMorgan Chase & Co (JPM.US) $Bank stocks such as Goldman Sachs Group and Wells Fargo & Co are the first to kick off the Q1 earnings season.

Focus on the dynamics of large companies: after the closing of Hong Kong stocks$Bilibili Inc.-SW (09626.HK) $Will be formally included in the Hang Seng Composite Index and the Hang Seng Internet Technology Industry IndexXPeng Inc. P5 new car unveiled press conference. XPeng Inc. official account shows that P5 will beThe world's first mass-produced lidar intelligent car

Two new sharesListing: the largest cryptocurrency exchange in the United States$Coinbase Global, Inc. (COIN.US) $Its Class A common shares will be listed on the Nasdaq global select market through direct trading.Online banking SaaS platform provider$ALKAMI TECHNOLOGY, INC. (ALKT.US) $

Thursday April fifteenth

Keywords: Powell speech, Fuyao Glass Industry Group / Taiwan Semiconductor Manufacturing Co Ltd / Citigroup / PepsiCo Inc / Bank of America / Blackrock / Delta Airlines Financial report, Tucson Future / AppLovin listing

Thursday is relatively busy, Federal Reserve Chairman Powell will speak in the early morning, Federal Reserve Beige Book will be released, New York Federal Reserve Chairman Williams, Federal Reserve Vice Chairman Clarida, Atlanta Federal Reserve Chairman Boss and so on will speak on different occasions.

Q1 earnings season is getting hotter.Hong Kong stock$Fuyao Glass Industry Group (03606.HK) $, US stocks$Taiwan Semiconductor Manufacturing Co Ltd (TSM.US) $$Delta Airlines (DAL.US) $$Citigroup Inc (C.US) $$PepsiCo Inc (PEP.US) $$Bank of America Corporation (BAC.US) $And the world's largest asset management giant.$Blackrock (BLK.US) $The financial results will be released.

Taiwan Semiconductor Manufacturing Co Ltd had previously announced in his March income briefing that income from January to March 2021 totaled NT $362.4 billion (US $12.7 billion), an increase of 16.7% over the same period in 2020 and a record high for three consecutive quarters.

A number of new shares have been listed, focusing onThe first share of self-driving in the world.$Tucson Future (TSP.US) $, and mobile application and game companies invested by the world's well-known private equity KKR$AppLovin Corporation (APP.US) $

In terms of large corporate activities, spring 2021$JD Health (06618.HK) $Yunshang Pharmaceutical Fair opens$Geely Automobile (00175.HK) $Geely Holdings Group's new intelligent pure electricity brand-polar krypton brand and product conference will be held in Hangzhou Bay polar krypton factory.

Friday April sixteenth

Key words: press conference on the operation of the national economy, Zijin Mining Group / Morgan Stanley / EHang Holdings Limited financial report, Trip.com Hong Kong stock dark market

big

On Friday, focus on the 10:00 news conference on the operation of the national economy, the market is expected to China's first quarter GDP or record growth. Tianfeng analysts had expected China's GDP growth to exceed 20% in the first quarter and a compound growth rate of more than 6.0%.

Also at 10:00$XIAOMI Group-W (01810.HK) $The folding screen phone MIX FOLD is on sale for the first time, starting at 9999 yuan. According to XIAOMI, the MIX FOLD carries XIAOMI's first professional image chip, thepaper.c1, and the world's first mobile phone liquid lens.

FOMC voting committee, San Francisco Fed Chairman Daley and Federal Reserve Vice Chairman Clarida all spoke in the early hours of the morning, while meetings of euro zone finance ministers were held in the evening.

In terms of financial results, Hong Kong stocks Zijin Mining Group, US stocks Morgan Stanley and EHang Holdings Limited issued financial reports.

$Trip.com-S (09961.HK) $The dark disk will be opened.According to the prospectus, Ctrip-S, with a minimum subscription of about HK $16818 per share, is expected to list on April 19.


On weekends, investors can also pay attention to the following two events:

  • Huawei's smart car solution announced on Saturday that it will launch a new generation of intelligent pure electric car Alpha S in Shanghai on April 17. Meanwhile, HarmonyOS developer Day will meet with developers in Shanghai on April 17th.

  • On Sunday, the 2021 annual meeting of the Boao Forum for Asia is scheduled to be held in Boao, Hainan, from April 18 to 21, with the theme of "Great changes in the World: Belt and Road Initiative Ensemble to participate in the Global Governance event".

28.png

In the new week, I wish all investors all the best and enjoy their work. Thank you for your support to Futu Information!

Edit / IrisW

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